This guide shows how to distribute User Defined Panels in Vision to connected MIS schools, this can be done in two ways;
- Show MIS Count for single schools
- Distribute for multiple schools
Note: if the User Defined Panel is already present in the school on the Vision>Central>Distribution Summary page the Status will show Skipped and the User Define Panel will not be distributed.
Further Guidance
For more information on the Distribution Summary page in Vision see here
For creating User Defined Panels within the School MIS see How to Add User Defined Panels
Permissions
Access: In Vision Roles and permissions are managed from Admin>Roles,
Then choose the required Role and click Edit
Then click Central – User Defined Panels.
Click Save.
For more information see How to Manage Roles in Vision
In Vision navigate to Central then click User Defined Panels
The Central – User Defined Panels shows the following columns;
Panel Name, Description, Data Group, Data Area, Start Date, End Date, Active, Permitted Roles
With functions to Show MIS Count and to Export to Excel in the top right hand corner
Show MIS Count
From Vision>Central>User Defined Panels the MIS Count columns is the count of User Defined Panels distributed to MIS Schools.
Switching the Show MIS Count toggle on will display the MIS Count column on the page.
Clicking on the MIS Count number opens Step 1 of the wizard displaying the list of schools within the Trust with the option to select a single School and click Next to Distribute
Click Proceed to start the distribution.
Distribute
Select one or more Panel Name and click Distribute
This will open a two part wizard.
in 1 Select Schools choose from All Schools, Phases, School Set or Custom Filter
If required in the Schools* drop down click the x to remove schools from the distribution.
Once the required Schools* have been selected click Next
Step 2 Distribute confirms the details once happy click Proceed
A progress bar will show a Distribution in progress countdown in the top right of the MIS
Once complete the user has the option to click to View Summary or alternatively use the Distribution Summary page in Vision to track progress and see details
