Sims office User Top Tips and Techniques – Primary



Yüklə 371,91 Kb.
səhifə1/13
tarix14.12.2017
ölçüsü371,91 Kb.
#15890
  1   2   3   4   5   6   7   8   9   ...   13


SIMS Office User Top Tips and Techniques – Primary


SIMS Office User Top Tips and Techniques – Primary

Contents


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







I
Introduction

Yüklə 371,91 Kb.

Dostları ilə paylaş:
  1   2   3   4   5   6   7   8   9   ...   13




Verilənlər bazası müəlliflik hüququ ilə müdafiə olunur ©genderi.org 2024
rəhbərliyinə müraciət

    Ana səhifə