Note: All pages below are subject to having the relevant Roles and Permissions.
This guide will show you how to distribute items in Vision to connected schools in the Trust using the new two step wizard process released in MARCH 2025.
- Distribution process
- Distribution Summary page
- MIS Count
- Distribute to individual schools from the MIS Count popup
See also:
- How to Distribute Primary Tracker Assessment Tracking Templates within Vision for Assessment Templates
- How to Distribute Primary Tracker Assessment Sheet Configurations for Primary Tracker
- How to copy Staff Details to schools in Vision for Staff
Access: The minimum permissions required to access the Central > Distribution Summary page is found in Vision > Admin > Roles.
Note: Users with Central – Distribution Summary permission can only view and download the Distribution Summary for distributions on the Central pages that they also have access to.
Vision > Central
Go to Vision > Central to access the items which can be distributed to schools from Vision.
From the Central page, click on the relevant card.
Select one or more items using the check boxes and click Distribute to open the two step wizard.
In the two step wizard:
Step 1: Select the destination school(s) using one of the available filters: All Schools, Phases, School Set, or Custom Filter. Click Next.
Note: All Schools is selected by default.
Custom Filter allows schools to be selected based on columns from the List > Schools page. Users can filter columns by choosing a Filter Name, Operator, and Value, and add multiple filters using +Add Filter.
The selected schools for each filter will appear in the Schools panel at the bottom of the popup.
Step 2: Click on Proceed to run the Distribution process and update the items for the selected schools, or Prev to return to step 1.
Distribution process
The Distribution process will run in the background, and multiple distributions can be run in parallel.
- Clicking Proceed will display a popup in the top-right corner showing the distribution status, number of items, progress percentage, and a link to the Summary page. Users can navigate to other pages, perform tasks, or close the message while the distribution runs in the background.
- Upon completion, the popup will update to Distribution completed and close automatically after a few seconds. Clicking View Summary will redirect the user to the Summary page.
- At a given time, a maximum of 5 Distributions can run in the background, any further Distributions will be queued. The popup will display the status of Distribution is queued.
Distribution Summary page
Vision > Central > Summary
The Summary page tracks live provide details of processed, in progress, and queued Distributions from the past 12 months.
The Distributions In Progress/Queued panel:
- Tracks real-time progress of live distributions until they are completed.
- The panel is expanded by default when there are distributions in progress or queued, and will collapse when no distributions are in progress or queued.
- A count of distributions in progress and queued will be displayed in a circle in the panel header.
- The Show only in Progress toggle is off by default.
- Count of schools = Number of schools where the distribution is completed / Total number of schools selected for the distribution.
The Central – Distribution Summary panel:
- Displays details of all distributions run over the past 12 months. The list will be limited to the date range applied at the top of the page (default is set from the start of the academic year to today’s date, but it can be edited).
- The Status column displays the following distribution outcomes with an icon. Hovering over the icon will show an explanation of the status.
- Green tick for Success
- Amber tick for Partially Success
- Red cross for Failed
- Columns in the table can be both filtered and sorted.
In the Actions column, clicking View opens a Distribution Summary popup, which can be downloaded directly from there. Alternatively, you can click Download in the Actions column.
The Central – Distribution Summary permission will have to be allocated to User Roles from Vision > Admin > Roles.
Note: Users with Central – Distribution Summary permission can only view and download the Distribution Summary for distributions on the Central pages that they also have access to.
MIS Count
The MIS Count will update during a nightly background process, allowing the count to load instantly.
The hover over informs the user that the MIS Count reflects information as of yesterday.
Clicking the Show MIS Count toggle will load the MIS Count column instantly.
Clicking the number of schools in the MIS Count column will now take you directly to the two-step wizard with a read-only list of schools that have been distributed to. When configurations are redistributed from here, they will also run as a background process and follow the same logic as clicking the Distribute button. Any distribution processed today will not reflect in the MIS Count until tomorrow.
Distribute to individual schools from the MIS Count popup
From here users can Distribute items to the MIS schools where the item has not been found, by following the two step wizard.
When items are redistributed from here, they will also run as a background process and follow the same logic as clicking the Distribute button. Any distribution processed today will not reflect in the MIS Count until tomorrow.
Select the school(s) and click Next.
