Sims office User Top Tips and Techniques – Primary

Activity – Merging Agencies

The agency where Dr Dawn Bell is a doctor also has a duplicated record of the details recorded.

• 
  Select Focus | Agency | Agencies and search for the details of the East Town Community Clinic. Notice that in one of the records Comm has a full stop after it.
  
• 
  Select Tools | Housekeeping | Merge Agencies and merge East Town Comm. Clinic into East Town Comm Clinic.
  

Quick Reports

Chapter Introduction

SIMS has a wealth of pre-defined reports available for selection covering most of the areas within SIMS. However, some of these are not always quick to find, so the reporting area in SIMS has been enhanced to include the following routes:

• 
  Reports | Student List | General Student List
  
• 
  Reports | Student List | Class List (for academic classes)
  
• 
  Reports | Student List | Registration Group List.
  

They all contain similar functionality but focus on different areas of data.

General Student List

This automatically lists all the pupils in the schools and enables pupils to be filtered so only those required are listed. Additional fields can be selected from the Select Data Area located on the right-hand side of the pupil list.

Class List

Primary schools will only be able to generate class lists if groups are set for the core areas of the curriculum, for example, numeracy and literacy groups or if classes in larger primary schools are timetabled.

A quick illustration would be to set literacy groups for Year 5, for example, by selecting School | Academic Structure | Edit Curriculum Structure, and then assigning the pupils in Year 5 to the literacy groups. Pupils can be assigned by selecting School | Academic Structure | Curriculum Assignment by Scheme, or School | Academic Structure | Curriculum Assignment by Pupil. Various courses are offered on Academic Management which could prove useful if more detailed information is required.

Registration Group List

This enables users to select a selection of registration group lists. Additional fields of information can also be added.

This chapter will not explore all the options above as the functionality for producing all the reports is similar.

Step by Step – Producing a Registration Group List with Additional Information

These reports are very quick to produce if the information required is based on membership of registration groups. A simple list with blank columns or a contact list can be easily produced. The reports can be saved and used again.

1. 
   Select Reports | Student List | Registration Group List.
   
2. 
   If no selection is made from the following screen then all registration groups are listed by default.
   
3. 
   Click Year 4 on the left. By default all the registration groups in the right-hand column are selected. If not all the registration groups are required, select Uncheck All and select the required registration group check boxes manually.
   

   NOTE: If only one registration group is required, select the relevant check box and click the Selected Only button.

4. 
   In this instance the two registration groups listed for Year 4 are required.
   

5. 
   Click the OK button to confirm the selection.
   
6. 
   The registration groups are displayed and can be moved between by clicking the Next button.
   

Next button

7. 
   The Select Data Area on the right-hand side of the screen displays two drop-down lists enabling the data fields offered for selection to be refined further. For the purposes of this example, leave the default option Standard selected.
   
8. 
   Next, add three further columns, one blank column and two columns for pupil contacts. First of all from the second drop-down list change Basic Details to Blank.
   

NOTE: Note the further options that are available match the details recorded in each pupil’s details.

9. 
   When Blank is selected various widths of column become available for selection. Click Medium and drag and drop the field into the grid. Notice the heading is now displayed. Right-click the column heading and select Rename. Change the New column heading to read Checked.
   
10. 
    Now select the drop-down list again to change from Blank to Family/Home. Select Contact and drag and drop the field into the grid. This populates two further columns to display the contact data for each pupil.
    

11. 
    The report can be printed by selecting the Quick Print button or exported to Excel by clicking the Export button.
    

	Quick print button
		NOTE: By default, when printing, the lists are printed continuously on the same sheet. If the lists are to be printed on separate sheets click the Print Options button and select the option to add a page break at the end of each list.