Guide
Front office
For the front office, which answers the counter and the phone, records who arrives late and leaves early, and follows up absences.
- Record a late arrival or an early departure
- Approve the replies to unexplained absences
- Approve or withdraw an absence
- Give a parent access to the family portal
- Record a relief or a room change
- Run parent-teacher interviews
- Record a working with children check
- Send a message to families
- Record an enquiry from a family
All guides, including the first steps each member of staff takes. The training for this role takes these tasks in sessions.
Record a late arrival or an early departure
"Attendance", "Arrivals and departures"
Needs attendance.movement.write.
- Under "Student", type a name, press "Find" and choose the student.
- Choose "Arriving late" or "Leaving early".
- Check the "Time", and choose a "Code" if the family gave a reason.
- Press "Record the arrival" or "Record the departure". The roll then shows the time beside the teacher's mark.
- A movement recorded in error is taken back with "Withdraw" on its row.
Approve the replies to unexplained absences
"Attendance", "Unexplained absences"
Needs attendance.absence.write.
- Set the "Day" and press "Show the day".
- Under "Replies waiting for approval", tick the replies, or press "Choose all".
- Choose the code under which to approve them and press "Approve", then confirm.
- A reply that could not be approved stays ticked with the reason beside it.
Approve or withdraw an absence
"Attendance", "Absences"
Needs attendance.absence.write.
- Fill "From" and "To" and press "Show these days". Choose "Waiting for approval" to narrow the list.
- Press "Approve" on a row, choose the "Code to approve under" and press "Approve under this code".
- Press "Withdraw" on an absence recorded in error.
Give a parent access to the family portal
The parent's record, "Family and contact" tab, "Family portal"
Needs person.record.write.
- Open the parent's record, not the child's.
- On the "Family and contact" tab, under "Family portal", fill "Account address" with the email the parent signs in with.
- Press "Give family access". "Take family access away" removes it.
- The parent sees each child they hold standing on, so check "Who acts for this student" on the child's record first.
Record a relief or a room change
"Timetable", "Variations"
Needs timetable.variation.write.
- Set the "Date".
- Under "Lessons", press "Relief", "Room change", "Merged" or "Cancelled" on the lesson.
- Choose the "Teacher" or "Room", add a "Note", and press "Record it".
- For a lesson that is not on the timetable, press "Add an extra lesson". A wrong entry is taken back with "Void".
Run parent-teacher interviews
"Timetable", "Interviews"
Needs timetable.interview.write.
- Press "Open a round", fill "Title", "Minutes in each slot", "Families may book from" and "Booking closes", tick the year levels, and press "Open it".
- In the round, press "Add a teacher's times", choose the "Teacher", add each "Date", "From", "To" and "Room", and press "Set the times".
- When a family rings, use "Book for a family": find the student, then press a time under "Book a time".
- On the evening, "At the door" lists who is booked with whom.
Record a working with children check
"Staff", then a name
Needs staff.check.write.
- In "Staff", open the person. A word beside a name marks a required check that is missing or has run out.
- Press "Record a check" and choose the "Kind of check".
- Fill "Jurisdiction" and "Number on the register", then choose "What the register said".
- Fill "Issued", "Expires" and "Register read", and press "Record it".
Send a message to families
"Messages", "New message"
Needs comms.message.send.
- In "Messages", press "New message".
- Under "Who it is for", type one group per line and choose the "Purpose".
- Tick the "Channels", choose a "Template" or write the message, and press "Send".
Record an enquiry from a family
"Enrolment", "Enquiries"
Needs enrolment.enquiry.write.
- Press "Record an enquiry".
- Fill "The child", "Who is asking" and "Where it came from", and press "Record it".