---
title: "Admin: Contact Manager User Guide/ Video"
description:   Contact Manager is a tool all staff can use to track comments/contacts with students and their families. Contact lists are automatically created for teachers that have an association with the student
---

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February 14, 2024

# Admin: Contact Manager User Guide/ Video

## Contact Manager is a tool all staff can use to track comments/contacts with students and their families. Contact lists are automatically created for teachers that have an association with the students through homeroom or as independent study.

 

Quickly allows staff to note time, focus, and outcomes of any meeting with any student. In addition, there is an option to send notifications to specific individuals, regarding the specific contacts.

The ***Student Engagement*** feature integrated into **Contact Manager** allows a school to track any instructional sessions for any student across time. Any staff member who deals with any student can leave brief information regarding:

- Time spent with the student (minutes, hours). This can be documented in the past or automatically in the present.
- Any type of educational activity can be tracked: phone, in-person, class time, small group instruction, tutoring, email, etc.
- Time and subject matter information can be left for every student in a class or for an individual student.

Depending on permissions set, some users will be able to view all contact lists while others will be able to only view the homeroom teacher's/independent study teacher's contacts if they teach the student.

<iframe data-hsv-src="https://play.hubspotvideo.com/v/8139893/id/109546952862" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="109546952862" data-hsv-style="" data-hsv-width="688" data-hsv-height="387" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

#### Access to Contact Manager<https://schoolpathways.com/knowledgebase/doku.php?id=plsis:contact_manager&s[]=contact&s[]=manager#access_to_contact_manager>

Contact Manager can be accessed from different vantage points:

**Administration \> Student Info \> Contact Manager**  
![](https://help.schoolpathways.com/hubfs/image-png-Nov-11-2022-06-48-22-1909-PM.png)

If you enter Contact Manager via this route, you have the ability to select and view contacts for any Staff if Security privileges allow  
![](https://help.schoolpathways.com/hubfs/image-png-Nov-11-2022-06-50-00-4637-PM.png)

Staff Dashboard   
Click **Contact Manager**  
![](https://help.schoolpathways.com/hubfs/image-png-Nov-07-2022-07-38-33-7534-PM.png)

#### Create Contacts for Selected Students<https://schoolpathways.com/knowledgebase/doku.php?id=plsis:contact_manager&s[]=contact&s[]=manager#create_contacts_for_selected_students>

Click “**Contact Now**” to create contact for individual student.   
**Or**   
Select a Group Students by placing a **Check Mark** in the box in front of their names   
**and**   
Click the “**Create Contacts for Selected Students”** button.  
![](https://help.schoolpathways.com/hubfs/image-png-Nov-11-2022-06-55-06-7708-PM.png)

Enter all relevant information to the contact and “**SAVE CONTACT**”  
![](https://help.schoolpathways.com/hubfs/image-png-Nov-11-2022-06-57-39-0073-PM.png)  
![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Nov-11-2022-06-58-58-4914-PM.png?width=652&height=231&name=image-png-Nov-11-2022-06-58-58-4914-PM.png)

After your contact is saved, you can view all contacts By clicking **"Show Contacts"**

![](https://help.schoolpathways.com/hubfs/image-png-Nov-11-2022-07-08-19-1680-PM.png)

![](https://help.schoolpathways.com/hubfs/image-png-Nov-11-2022-07-10-31-6526-PM.png)

### Administrative Contact Report<https://schoolpathways.com/knowledgebase/doku.php?id=plsis:contact_manager&s[]=contact&s[]=manager#administrative_contact_report>

- This report is used to view contacts for a specific date range, Teacher, Student, and Vendor Staff, and more. Various filters are available to pull a report of contacts that have been logged within Contact Manager.
  
  To access report, click the gray **Contact Report tab \> Select dates & filters \> Show Report**
  
  from the contact manager page  
  ![](https://help.schoolpathways.com/hubfs/image-png-Nov-07-2022-07-44-23-2325-PM.png)

### **Sending a Notification**

Create contact as described in steps above and enter all relevant information

 Click **Contact User**  
![](https://help.schoolpathways.com/hubfs/image-png-Nov-11-2022-07-13-45-9659-PM.png)

Fill out all Information on the screen  
![](https://help.schoolpathways.com/hubfs/image-png-Nov-11-2022-07-12-43-5638-PM.png)

### **Flag a Contact**

 Prior to saving contact, select type of **“Notification Flag”** from the drop-down box. Once the flag is selected the color of flag will be displayed (Example: “Attention Needed ASAP” is highlighted red)

![](https://help.schoolpathways.com/hubfs/image-png-Nov-11-2022-08-41-13-8899-PM.png)

**Select** staff members to notify.

Multiple staff may be selected by holding **CTRL + Click** to select multiple Staff and/or chose to send Parents an Email notification.  
![](https://help.schoolpathways.com/hubfs/image-png-Nov-11-2022-08-42-53-3742-PM.png)

**SAVE** Contact

Once the contact is saved and you **“Show Contacts”** for a specific student “Notification Flag Information” the flag notification sent will be noted.

You can also clicking on “**Edit”** of contact saved  
![](https://schoolpathways.com/knowledgebase/lib/exe/fetch.php?w=700&tok=e30fa1&media=plsis:contact_manager13.png)

### Where will staff see the notifications they have received?

When creating a contact in Contact Manager, you may send a notification to selected staff members and/or parents of the student, regarding the nature of the contact that is being created.

 

Staff members will have **notification flags** appear next to the profile picture at the top of right of the SIS

- Color of the flag indicates level of importance or priority of notification (Emergency, Attention Needed, Academic Failure, General Information)

1. 1. Color of the flag will indicate level of the importance or priority of notification  
        ![](https://schoolpathways.com/knowledgebase/lib/exe/fetch.php?w=500&tok=f78b9c&media=plsis:contact_manager14.png)
     2. **Hover** over the flag for a brief description
     3. Click **directly on the flag** to read notification
        
        To mark the notification as Read:
        
        Click the box to the **left of the notification**,
        
        Typing **CONFIRM**, and
        
        Click **Mark all Checked Notifications as read**
        
        The Date and time read will be noted.  
        ![](https://help.schoolpathways.com/hubfs/image-png-Mar-07-2023-08-23-24-9113-PM.png)

         ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Mar-07-2023-08-24-01-4340-PM.png?width=646&height=198&name=image-png-Mar-07-2023-08-24-01-4340-PM.png)

 

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- [Student/Parent Portal](https://help.schoolpathways.com/knowledge/student-parent-portal?hsLang=en#main-content)

    - [Guides for Teachers](https://help.schoolpathways.com/knowledge/student-parent-portal?hsLang=en#guides-for-teachers)
    - [Guides for Parents/Students](https://help.schoolpathways.com/knowledge/student-parent-portal?hsLang=en#guides-for-parents-students)
    - [Admin/Staff User Guides](https://help.schoolpathways.com/knowledge/student-parent-portal?hsLang=en#admin-staff-user-guides)
- [Testing](https://help.schoolpathways.com/knowledge/testing?hsLang=en#main-content)

    - [Reports (SSRs)](https://help.schoolpathways.com/knowledge/testing?hsLang=en#reports-ssrs)
    - [PFT Submissions Manual 2018-2019](https://help.schoolpathways.com/knowledge/testing?hsLang=en#pft-submissions-manual-2018-2019)
    - [NWEA](https://help.schoolpathways.com/knowledge/testing?hsLang=en#nwea)
    - [Test Module](https://help.schoolpathways.com/knowledge/testing?hsLang=en#test-module)
- [Tiered Reengagement](https://help.schoolpathways.com/knowledge/tiered-reengagement?hsLang=en#main-content)

    - [Staff Process for Tiered Reengagement](https://help.schoolpathways.com/knowledge/tiered-reengagement?hsLang=en#staff-process-for-tiered-reengagement)
    - [Admin/Teacher Guides](https://help.schoolpathways.com/knowledge/tiered-reengagement?hsLang=en#admin-teacher-guides)
- [Settings & Security](https://help.schoolpathways.com/knowledge/settings-security?hsLang=en#main-content)

    - [School Policies](https://help.schoolpathways.com/knowledge/settings-security?hsLang=en#school-policies)
    - [Trigger Emails](https://help.schoolpathways.com/knowledge/settings-security?hsLang=en#trigger-emails)
- [Bottom Toolbar Features](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#main-content)

    - [Page Policies](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#page-policies)
    - [Collector](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#collector)
    - [Activity Logs](https://help.schoolpathways.com/knowledge/bottom-toolbar-features?hsLang=en#activity-logs)
- [Webinars](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#main-content)

    - [Webinars](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#webinars)
    - [End of Year Checklist for Classroom Based /Video](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#end-of-year-checklist-for-classroom-based-video)
    - [Distance Learning / Videos](https://help.schoolpathways.com/knowledge/webinars?hsLang=en#distance-learning-videos)
- [Zoom](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#main-content)

    - [Reports](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#reports)
    - [Teachers Step 2](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#teachers-step-2)
    - [Teachers Step 1](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#teachers-step-1)
    - [Admin](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#admin)
- [CALPADS](https://help.schoolpathways.com/knowledge/calpads?hsLang=en#main-content)

    - [CCI Dashboard Tour](https://help.schoolpathways.com/knowledge/calpads?hsLang=en#cci-dashboard-tour)

[![School Pathways Horizontal logo DARK](https://help.schoolpathways.com/hs-fs/hubfs/School%20Pathways%20Horizontal%20logo%20DARK.png?width=200&height=93&name=School%20Pathways%20Horizontal%20logo%20DARK.png "School Pathways Horizontal logo DARK")](https://help.schoolpathways.com/knowledge?hsLang=en)

| [Webinar Registration Link](https://www.gotostage.com/channel/6ad5fe45cab0462a930c0420a4bb82e9) | [SIS Log In](https://milestone.plsis.com/mod.php/index.php?) | [School Pathways Blog](https://www.gotostage.com/channel/6ad5fe45cab0462a930c0420a4bb82e9) | Contact Us |
| --- | --- | --- | --- |

 

[mailto:customerservice@schoolpathways.com](mailto:customerservice@schoolpathways.com)

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```json
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    "addressCountry" : "USA",
    "addressLocality" : "Portola",
    "addressRegion" : "CA",
    "postalCode" : "96122",
    "streetAddress" : "PO Box 432"
  },
  "description" : "School Pathways offers K-12 Student Information System (SIS) and education software for charter schools and non-traditional programs.",
  "email" : "hello@schoolpathways.com",
  "logo" : "https://learn.schoolpathways.com/hubfs/School%20Pathways%20Horizontal%20logo%20DARK.png",
  "name" : "School Pathways",
  "sameAs" : [ "https://www.linkedin.com/company/school-pathways-llc", "https://www.facebook.com/schoolpathways/", "https://x.com/_schoolpathways" ],
  "telephone" : "866-200-6936",
  "url" : "https://schoolpathways.com/"
}
```