Teachers2Parents: Import Preferred Names from SIMS

Scope

Steps to import preferred names instead of legal names.

Instructions

1. In SIMS, go to Reports > Design Report > Open an Existing Report.
2. Expand the Focus folder > Student > double-click A_T2P_StudentContacts_v44 > Next.

5. Select Forename on the left and click the right arrow to add it > repeat with Surname.
6. Select Legal Forename on the right and click the left arrow to remove it > repeat with Legal Surname.
7. Select the Forename you added and move it above Reg group with the up arrow > repeat with Surname.
8. Select Forename and enter Legal Fore in the Caption field above > repeat with Surname / Legal Surname.
   • Note: These will appear as Forename [Legal Forename] and Surname [Legal Surname] in the list.

9. Click Finish > Save my report > OK.
10. Close all pages inside SIMS.
    • Note: If it asks if you want to save changes, click Yes.
11. Go back to Reports > Design Report > Opening an Existing Report.
12. Expand the Focus folder > Student.
13. There will be two versions of A_T2P_StudentContacts_v44. Right-click and delete the older version.
14. Close all pages inside SIMS.
15. Run the SIMS Link v44. Once complete, all students will have their preferred names in Teachers2Parents.