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PLS Xpress: Editing Parent Association

Learn how to edit an existing parent or guardian association within PLS Xpress and update their relationship to a student.


If the parent is not seeing all of their students on the right hand side pop up in the portal, or if a staff member is not seeing the sibiling records attached on the dashboard, please complete the following steps.

 

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  •  Pull both students’ family information tabs on the registration page and confirm which parent file you will keep and which will be deleted. 
  • Select the parent file that will be deleted 

  • Click the Delete Icon in the right-hand corner of the parent. 

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  •  Type Confirm in all caps and click the Remove Parent button.
 

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  •  Click the “New Parent Record” button on the Parent/Guardian Information page
 

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  • Reenter in the Following information and those sections with a red asterisk on screen:
    • Name Entry
    • Relationship to (Student)
    • Other Personal Information
    • Address Information
    • Contact Information
    • Work Information
    • Military Information
  • Once complete, press save.

  • Once saved, it will return you to the Demographics tab
  • Return back to the Parent/ Guardian Information Header

  • Observe the new Parent Record
  • Toggle the Information within the Parent Column, including
    • Whether the Parent is the Primary
    • Whether the Parent Lives with Student
    • Send Student Mailings to this Parent
    • Hide this parent from Transcripts
    • Restrict Access to Student's Portal

 

  • View the student’s dashboards to confirm you are seeing the parent and sibling listed