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Steps to run and install the SFS school module:

Modules required

  • Install Drupal 6.x
  • Install CiviCRM 2.2.x (this will be changed to 3.1 during the christmas holidays)
  • Install user_import module
  • Install SFS module available at: http://svn.civicrm.org/sfschool/trunk/

Configuration

  • Configure CiviCRM so it includes the SFS templates directory in the template path and the SFS root directory in the php include path
  • Load the XML files to create the custom groups/fields and profile groups/fields: http://svn.civicrm.org/sfschool/trunk/sql/SFSchool.xml (i'll create this file soon)

Import Process

  • Set your dedupe rules based on your SIS export. For SFS we used first/last name, not great but thats what we had (sad)
  • Import (in create mode) all student information and the first parent information. Make sure you set the student subtype to be student and parent subtype to be parent
  • Import (in update mode) the same student information and the second parent information
  • Repeat till imported all parent information
  • Import all Staff information and set the subtype to be Staff
  • Create a relationship type for Advisor (id = 10)
  • Import the Student <-> Advisor Relationship (this will be used for PTC)

How to setup a Parent Teacher Conference

How to setup Extended Care Classes

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