In this guide, you will be shown how to create custom Intervention Categories and Support Event Types using the Lookup Tables.
You will also be shown two methods that can be used to Add Interventions or Support Events to a Student.
Access: The minimum permissions required to access Lookup Tables can be found in the Administration module from within Config > Setup > Roles & Permissions.
See also: How to use Lookup Tables
How to create an Intervention Category or Support Event Type
To begin, you will need to go to Config>Administration>Lookup Tables
This will take you to the Lookup Tables page.
Once you are here, use the Admin Lookup drop down to find either Intervention Categories or Support Event Types.
This will load a table containing all of the Intervention Categories/Support Event Types currently in your system.
To create a new one, press New.
An additional section will appear on the right of the page, allowing you to actually create the new Intervention Categories or Support Event Types.
Once you have entered the Name and Description, press Create.
Note: The Active tick box dictates whether or not this actually be available/appear in the Menu when adding an Intervention Categories or Support Event Types.
Once you have created the Support Event/Intervention Category, it will now appear in the Table.
If it is Active, it will now be available for use in the relevant area/s of the system.
You can now repeat the process for whichever item you did not choose earlier (Support Event Type or Intervention Category) by selecting it from the Admin Lookup drop down.
How to add an Intervention or Support Event
To add an intervention, navigate to the profile of the Student you would like to add an Intervention or Support Event for. And scroll down to the Interventions panel. You can add a New Intervention by clicking the + symbol in the top right hand corner.
Once an Intervention Category has been created, it will appear in the Category drop down when you are adding an Intervention to a Student.
Complete the required information and click Save.
To Add a Support Event, from the Student Profile scroll to the Support Events. You can add a new Support Event by selecting the + icon in the top right hand corner of the panel.
Once a Support Event Type has been created, it will appear in the Event Type drop down when you are adding a Support Event to a Student.
Fill in the rest of the required information and click Save.
Both Interventions and Support Event Types can also be added to a Student from the Students List Page by selecting the students and then click Actions and then selecting either Intervention or Support Event.
