To ensure student safety and streamline pickup procedures, you can record the names of individuals authorized to pick up students directly in their Life Events record. This guide walks you through the one-time setup of the necessary event in the Lookups Table and the ongoing process of adding authorized contacts to student records. These entries will automatically populate in the Life Events Report for easy reference.

Add the “Authorized Pickup” Event to the Lookups Table

Note: Organization Admin rights are required for this

1. Create an Event Category (if needed):

   • Go to the Administration Module → Lookups.
   • Under Tables, select Event Category.
   • Click  to add a new category.
   • Enter the description, Security then click Save.
     

2. Add Authorized Pickup as an Event:

   • Under Tables, select Events.
   • From the Event Category dropdown, choose Security, then click Select.
   • Click  to add a new event.
   • Enter the description, Authorized Pickup.
   • Check the Active box.
   • Click Save.
     

Once this setup is complete, you won’t need to repeat it. You can now add authorized individuals to student records as needed.

Add Authorized Individuals to a Student’s Life Events Record

1. Navigate to the student’s record via Family Directory → Member List.
2. Click on Life Events.
3. In Edit Events, enter the authorized contact’s name in the Comment field.
   • You may include additional details such as relationship and phone number.
   • To add multiple contacts, click the Add button to the right.

View Authorized Pickups in the Life Events Report

1. Go to Family Directory → Reports.
2. Under Select Report, choose Census → Life Events.
3. Use the filters to select:
   • Date Range
   • Event Category: Security
   • Event(s): Authorized Pickup
4. Click Group by Person or Group by Event to generate the report.
   • The report will display all authorized pickup entries based on your selected filters.

Updated October 08, 2025 16:21