Sims office User Top Tips and Techniques – Primary



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This course explores the main functions of pupil and contact data in SIMS. This course aims to demonstrate useful ways of managing school data, best practice housekeeping and to extend awareness of functionality within SIMS.

Course Objectives


By the end of the course you will have gained an understanding of the following:

  • Managing the Home Page

  • contact management

  • customising correspondence

  • user defined groups

  • user defined fields

  • an introduction to behaviour management

  • alerts, notifications and communication

  • merging agents and agencies

  • quick reports

  • changes to data - bulk update.


Overview


This course covers useful housekeeping tips regarding processes that may not be carried out every day, some that may have been forgotten and some that should make school life easier.

Course Requirements


A basic knowledge of SIMS including reporting is required.



The Home Page




The Home Page is displayed automatically each time you log into SIMS. It can also be accessed at any time by selecting Focus | Home Page.

The Home page can be configured by each user.


The Documentation Centre


Click the Documentation button on the main SIMS toolbar.

The Documentation Centre connects to an external website and provides a central location enabling you to navigate to various help files and information.


Overview of the Home Page

Introduction


The Home Page is displayed automatically each time you log into SIMS. It provides an overview of the key content in your SIMS system, such as events from the School Diary, reminders, messages, etc. together with group summary information on attendance, behaviour incidents, achievements and assessments. It can be accessed at any time by selecting Focus | Home Page.

The School Bulletin panel and the My Classes Today panel are displayed on the Home Page by default (but can be removed if required). Further panels can be added or removed, enabling you to view as much or as little information on your Home Page as required.

All panels displayed on the Home Page are specific to each user. Panels can be added to, removed from, or reordered on the Home Page using the configuration screen.


The Configure button enables you to set up the number, layout and order of summary panels on the Home Page.

Panels are displayed here. New users of SIMS will not see any content in these panels until they

are configured.






Additional Home Page Panels


The following panels can be manually added to your Home Page.

School Diary – displays events created in the School Diary.

My Reminders – displays any deadlines that are about to expire, such as free school meal eligibility, SEN review dates, etc

My Messages – displays any messages sent to you by other SIMS users.

My Favourites – displays any user-defined shortcuts added to SIMS.

My Favourite Reports – displays any reports that you have saved in the Favourites folder in the reporting area of SIMS.

Missing Registers Notification – displays any registers not completed after a preset time has expired.

Multiple-use Home Page Panels


More than one instance of the following panels can be added to your Home Page, enabling the view of summary information for each year group, registration group, class, etc. A Head for example can view a range of data across multiple year groups.

Attendance Summary – displays a pie chart showing an attendance summary for a selected group.

Assessment Summary – displays a pie chart showing an assessment summary for a selected group.

Behaviour Incident Summary – displays a pie chart showing a behaviour summary for a selected group.

Achievement Summary – displays a pie chart showing an achievement summary for a selected group.

Configuring the Home Page


The Home Page can be configured to display information according to individual preferences. With the exception of the School Bulletin and My Classes Today panels, the information on the Home Page is arranged in panels that are placed into a grid. The grid provides a template for the required quantity and arrangement of the panels, and its layout can be amended as required.

The panels that are displayed in the grid, as well as their content, can also be configured.



WARNING: Careful consideration should be given when adding new panels to the Home Page. A number of these panels have frequent refresh intervals, so a large number of panels displaying on several workstations could lead to performance issues, and all areas of SIMS may show a reduction in performance as a consequence.

The panels currently displayed in your Home Page are shown in the Grid on the right hand-side of the dialog. The Grid represents the layout of these panels on the Home Page. For new users of SIMS, the Grid is blank, and the School bulletin and logo and My classes today check boxes are selected, visible at the top left-hand side of the dialog.


Select the Single-use or Multi-use panels here.

The Grid shows the panels currently set to display on the Home Page. Drag additional panels into the Grid to add them.
Setting up the Home Page


Adjust the number of panels here


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