In this guide, we will provide you with an overview of the Student Details page, specifically the Profile page, which consists of the following sections.
- Profile
- Contacts
- Siblings (On Roll)
- Ethnicity & Religion
- Funding & Allowances
- Meal & Transport
- Parental Consent
- Interventions
- Access Arrangements
- Support Events
- Support Documents
- Passport Information
- Student Employment
- User Defined Fields
Access: The minimum permissions required to access the Profile page within a Student’s record are found in the Framework Module of Config>Setup>Roles & Permissions.
See also: How to Add Student Additional Information, Enrolment Overview and Lookup Tables as some of the fields in the Student Profile reference Lookup Tables
From the left Menu go to Students to open the Student List Page > click on the name(s) Select 1 or more Students > View.
The Student Details page will open on the Profile page. The main information for that Student will be displayed in the top section.
Profile
Moving the mouse pointer over the Student Name, will display an Edit option.
Click on this to make quick changes to Basic Details, Additional Details or Previous Names.
Basic Details
All fields marked with an * must be completed. Use drop downs for Gender, Gender Identity and Preferred Pronouns. Gender Identity and Preferred Pronouns come from the a Lookup table in Config>Admin>Lookup Tables. See How to Edit Lookup Tables
Previous Names
Click on the + to Add Previous Name
Additional Details
Moving the mouse pointer over the Email and Address, will display an Edit option.
Click on this to make quick changes to Phone & Email or Address.
Contacts
Displays the list of Contacts for that Student, click on the + icon top right to Add a new Contact or double click on a Contact to Edit.
For more information on updating Contact Details see How to Manage and Add Contacts from the Student List
Double click on the Contact to amend the Personal Details, Linked Students, Phone & Email, Address or User Defined Fields.
To update Parental Responsibility click on the pencil icon for the Contact in the Linked Students tab
Then you can choose Parental Responsibility
If you make any changes, make sure to press Save.
Siblings (On Roll)
Displays the list of Siblings (On Roll) linked to that Student, double click on the Sibling to open their Student Details page.
Click on the + icon top right to Add a new Sibling.
Ethnicity & Religion
Displays the list of Ethnicity & Religion details for that Student, double click on an option to Edit.
Click on the + icon top right to Add and select Ethnicity, Religion or Languages.
Funding & Allowances
Displays the list of the Funding & Allowances details for that Student double click on an option to Edit.
Click on the + icon top right to Add and select Pupil Premium, Top Up Fundings, Additional Information or Learner Monitoring ( National Tutoring Programme NTP) to include School Led Tutoring Edit.
For more information please see: How to Add a Top Up Funding Record to a Student, How to Manage Pupil Premium Students
Meal & Transport
Displays the list of the Meal & Transport details for that Student double click on an option to Edit.
Click on the + icon top right to Add and select Free School Meals, Meal Patterns, Free School Transport or Usual Preferences to Edit.
For more information please see: How to add FSM Eligibility to a Student, How to Update Meal Patterns
Parental Consent
Displays the list of the Parental Consent details for that Student double click on an option to Edit.
Note: The Parental Consent options are created by the school under Config > Administration > Lookup Tables.
Click on the + icon top right to add a new Consent option.
To Revoke a Parental Consent, hover over the Consent you would like to Revoke, and press the Bin icon.
Select the Contact who has requested that the Consent be Revoked from the Revoked By dropdown. The Date Revoked will default to today, if this is incorrect, select the correct Date using the Calendar icon. Once you’re happy press Save.
You can check this by selecting the Revoke History tab at the top of the Parental Consents pop-up.
You will see any Revoked Parental Consents listed here.
Interventions
Displays the list of the Intervention details for that Student double click on an option to Edit or add Reviews.
This section of the Student Profile could be used to log a managed move against a Students Profile.
Click on the + icon top right to add a new Intervention. An Intervention can be for the Student only as a Solo Intervention.
A Student can also be added to a Group Intervention.
Access Arrangements
Displays the list of the Access Arrangements for that Student.
Double click on an option to Edit.
Click on the + icon top right to Add and select Online Access Arrangements, Other Online Arrangements or Discretionary Arrangements.
For more information on managing Access Arrangements through the Student Profile, please see How to Manage Access Arrangements
An Access Arrangement Import is available by going to the Student List Page and selecting the Actions button, allowing Import from a spreadsheet. See Also: How to Import Access Arrangements in Bulk
Support Events
Displays the list of Support Events for that Student double click on an option to Edit.
Click on the + icon top right to Add.
Support Documents
Displays the list of Support Documents for that Student double click on an option to Edit.
Click on the + icon top right to Add a document.
Passport Information
Displays the Passport Information details for that Student, double click on an option to Edit.
Click on the + icon top right to Add and select Passports, Visa Details or Visa Extensions.
Passport Tab
Visa Details Tab
Visa Extensions Tab
Student Employment
Displays the list of Student Employment for that Student double click on an option to Edit.
Click on the + icon top right to Add.
User Defined Fields
Displays the list of the User Defined Fields for that Student double click on an option to Edit.
Note: User Defined Fields are created and added to the relevant pages by the school. this is done from Config > Administration > User Defined Fields.
Click on the + icon top right to Edit.
In this guide, we will provide you with an overview of the Student Details page, specifically the Profile page, which consists of the following sections.
- Profile
- Contacts
- Siblings (On Roll)
- Ethnicity & Religion
- Funding & Allowances
- Meal & Transport
- Parental Consent
- Interventions
- Special Educational Needs
- Access Arrangements
- Support Events
- Support Documents
- Passport Information
- Student Employment
- SEN Document List
- User Defined Fields
Access: The minimum permissions required to access the Profile page within a Student’s record are found in the Framework Module of Config>Setup>Roles & Permissions.
See also: How to Add Student Additional Information, Enrolment Overview and Lookup Tables as some of the fields in the Student Profile reference Lookup Tables
From the left Menu go to Students to open the Student List Page > click on the name(s) Select 1 or more Students > View.
The Student Details page will open on the Profile page. The main information for that Student will be displayed in the top section.
Profile
Moving the mouse pointer over the Student Name, will display an Edit option.
Click on this to make quick changes to Basic Details, Additional Details or Previous Names.
Basic Details
All fields marked with an * must be completed. Use drop downs for Gender, Gender Identity and Preferred Pronouns. Gender Identity and Preferred Pronouns come from the a Lookup table in Config>Admin>Lookup Tables. See How to Edit Lookup Tables
Previous Names
Click on the + to Add Previous Name
Additional Details
Editing Student Contact Details
Moving the mouse pointer over the Email and Address, will display an Edit option.
Click on this to make quick changes to Phone & Email or Address.
Contacts
Displays the list of Contacts for that Student, click on the + icon top right to Add a new Contact or double click on a Contact to Edit.
For more information on updating Contact Details see How to Manage and Add Contacts from the Student List
Double click on the Contact to amend the Personal Details, Linked Students, Phone & Email, Address or User Defined Fields.
To update Parental Responsibility click on the pencil icon for the Contact in the Linked Students tab
Then you can choose Parental Responsibility
If you make any changes, make sure to press Save.
Siblings (On Roll)
Displays the list of Siblings (On Roll) linked to that Student, double click on the Sibling to open their Student Details page.
Click on the + icon top right to Add a new Sibling.
Ethnicity & Religion
Displays the list of Ethnicity & Religion details for that Student, double click on an option to Edit.
Click on the + icon top right to Add and select Ethnicity, Religion or Languages.
Funding & Allowances
Displays the list of the Funding & Allowances details for that Student double click on an option to Edit.
Click on the + icon top right to Add and select Pupil Premium, Top Up Fundings, Additional Information or Learner Monitoring ( National Tutoring Programme NTP) to include School Led Tutoring Edit.
For more information please see: How to Add a Top Up Funding Record to a Student, How to Manage Pupil Premium Students
Meal & Transport
Displays the list of the Meal & Transport details for that Student double click on an option to Edit.
Click on the + icon top right to Add and select Free School Meals, Meal Patterns, Free School Transport or Usual Preferences to Edit.
For more information please see: How to add FSM Eligibility to a Student, How to Update Meal Patterns
Parental Consent
Displays the list of the Parental Consent details for that Student double click on an option to Edit.
Note: The Parental Consent options are created by the school under Config > Administration > Lookup Tables.
Click on the + icon top right to add a new Consent option.
To Revoke a Parental Consent, hover over the Consent you would like to Revoke, and press the Bin icon.
Select the Contact who has requested that the Consent be Revoked from the Revoked By dropdown. The Date Revoked will default to today, if this is incorrect, select the correct Date using the Calendar icon. Once you’re happy press Save.
You can check this by selecting the Revoke History tab at the top of the Parental Consents pop-up.
You will see any Revoked Parental Consents listed here.
Interventions
Displays the list of the Intervention details for that Student double click on an option to Edit or add Reviews.
This section of the Student Profile could be used to log a managed move against a Students Profile.
Click on the + icon top right to add a new Intervention. An Intervention can be for the Student only as a Solo Intervention.
A Student can also be added to a Group Intervention.
Special Educational Needs
Displays the list of the Special Educational Needs details for that Student double click on an option to Edit.
Click on the + icon top right to Add and select SEN, Special Needs, Gifted & Talented or Additional Information to Edit.
For more information please see: How to add SEN Information to a Student
Access Arrangements
Displays the list of the Access Arrangements for that Student.
Double click on an option to Edit.
Click on the + icon top right to Add and select Online Access Arrangements, Other Online Arrangements or Discretionary Arrangements.
For more information on managing Access Arrangements through the Student Profile, please see How to Manage Access Arrangements
An Access Arrangement Import is available by going to the Student List Page and selecting the Actions button, allowing Import from a spreadsheet. See Also: How to Import Access Arrangements in Bulk
Support Events
Displays the list of Support Events for that Student double click on an option to Edit.
Click on the + icon top right to Add.
Support Documents
Displays the list of Support Documents for that Student double click on an option to Edit.
Click on the + icon top right to Add a document.
Passport Information
Displays the Passport Information details for that Student, double click on an option to Edit.
Click on the + icon top right to Add and select Passports, Visa Details or Visa Extensions.
Passport Tab
Visa Details Tab
Visa Extensions Tab
Student Employment
Displays the list of Student Employment for that Student double click on an option to Edit.
Click on the + icon top right to Add.
SEN Document List
Displays the list of SEN Documents for that Student double click on an option to Edit.
Click on the + icon top right to Add a Document.
The Document Type drop down will default to SEN Document and cannot be changed. To upload any other Document Types you will need to select Documents from the left hand menu.
User Defined Fields
Displays the list of the User Defined Fields for that Student double click on an option to Edit.
Note: User Defined Fields are created and added to the relevant pages by the school. this is done from Config > Administration > User Defined Fields.
Click on the + icon top right to Edit.