Course Objectives 2
Overview 2
Course Requirements 2
The Home Page 3
The Documentation Centre 4
Overview of the Home Page 5
Introduction 5
Additional Home Page Panels 7
Multiple-use Home Page Panels 7
Configuring the Home Page 8
Step by Step Changing the Panels on the Home Page 10
Adding Panels to the Home Page 10
Removing Panels from the Home Page 10
Increasing the Size of Panels on the Home Page 10
Changing the Panel Order 10
Changing a Panel Label 10
Configuring Individual Panels on the Home Page 12
The School Bulletin 12
Adding a School Bulletin 14
The School Diary 16
Printing the School Diary 16
Adding an entry to the School Diary from the Home Page 18
My Reminders 19
Setting Up Reminders 20
Setting a Reminder as Active 21
Setting up Personal Tasks 22
Deleting a Personal Task 23
My Favourite Reports 23
My Messages 25
Adjusting the Message Options for High Priority Messages 25
General Messages 26
My Favourites 28
Missing Register Notification Messages 29
SIMS Quick Search 29
Step by Step – Quick Search by Name 29
Step by Step – Applying a Quick Search Filter 30
Contact Management 33
Chapter Introduction 33
Investigating Salutation and Addressee Fields 33
Step by Step – Manually Generating Parental Salutation and Parental Addressee 36
Step by Step – Global Update of Parental Salutation/Addressee 37
Step by Step – Dealing with a Duplicate Address Record 41
Step by Step – Dealing with a Duplicate Contact Record 43
Step by Step – Checking for Duplicated Parent Records 44
Step by Step – Delete Unlinked Contacts 45
Step by Step – Select Case for Name Formats 48
Step by Step – Updating Mailing Point 49
Step by Step – Identify Main Telephone Number 49
Process Flow for Sending Communications to Parents 52
Activity 1 – Manually Generate Contact Salutation and Addressee Details 53
Activity 2 – Globally Update Contact Salutation and Addressee Details 54
Customising Correspondence 55
Chapter Introduction 55
Step by Step – Viewing and Customising the Quick Letter Template 55
Step by Step – Creating a User Defined Group 58
User Defined Fields 61
Chapter Introduction 61
Step by Step – Creating a User Defined Field 62
Step by Step – Creating a User Defined Field with a Lookup 64
Alerts, Notifications and Communication 66
Chapter Introduction 66
Step by Step – Sending an Emergency Alert 67
Step by Step – Setting up a Reminder 68
Step by Step – Adding a Quick Note 70
Step by Step – Communication Log 71
Tidying Agents and Agencies 74
Chapter Introduction 74
Step by Step – Merging Agents 74
Activity – Merging Agencies 75
Quick Reports 77
Chapter Introduction 77
Step by Step – Producing a Registration Group List with Additional Information 77
Activity 1 – Add a new Column to the General Student List 80
Activity 2 – Add Ethnicity to a Registration Group List 80
Changes to Data 81
Chapter Introduction 81
Step by Step – Bulk Update 82
Step by Step – Change Enrolment Status 86
Running the School Report 87
Key Stage Assessment Relationships 90
Key Stage 2 Assessment 91
Printing the report 94
Exporting the School Report 95