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  3. How to View the Student Details Profile Page

How to View the Student Details Profile Page

England
Northern Ireland

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.

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.

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

Student Profile

Moving the mouse pointer over the Student Name, will display an Edit option.

Basic and Additional Details plus Previous Names

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

Basic Details

Previous Names

Click on the + to Add Previous Name

Previous Names
Click Save

Additional Details

Additional Details

Moving the mouse pointer over the Email and Address, will display an Edit option.

Edit

Click on this to make quick changes to Phone & Email or Address.

Phone and Email
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.

Contacts Panel

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

Linked Students Tab

Then you can choose Parental Responsibility

Updated Priority

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.

Siblings Panel

Click on the + icon top right to Add a new Sibling.

Add Sibling

Ethnicity & Religion

Displays the list of Ethnicity & Religion details for that Student, double click on an option to Edit.

Ethnicity and Religion Panel

Click on the + icon top right to Add and select Ethnicity, Religion or Languages.

Add New
Ethnicity Panel
Religion Panel
Languages Panel

Funding & Allowances

Displays the list of the Funding & Allowances details for that Student double click on an option to Edit.

Funding & Allowances Panel

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.

Add Funding

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.

Meal & Transport Panel

Click on the + icon top right to Add and select Free School Meals, Meal Patterns, Free School Transport or Usual Preferences to Edit.

Add Meal & Transport Information

For more information please see: How to add FSM Eligibility to a Student, How to Update Meal Patterns

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.

Parental Consent Panel

Click on the + icon top right to add a new Consent option.

Add New Consent

To Revoke a Parental Consent, hover over the Consent you would like to Revoke, and press the Bin icon.

Revoke Consent

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.

Save

You can check this by selecting the Revoke History tab at the top of the Parental Consents pop-up.

Revoke History

You will see any Revoked Parental Consents listed here.

Revoked Consents

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.

Interventions Panel

Click on the + icon top right to add a new Intervention. An Intervention can be for the Student only as a Solo Intervention.

Add/Edit Interventions

A Student can also be added to a Group Intervention.

Group Intervention

Special Educational Needs

Displays the list of the Special Educational Needs details for that Student double click on an option to Edit.

Special Educational Needs Panel

Click on the + icon top right to Add and select SEN, Special Needs, Gifted & Talented or Additional Information to Edit.

Add New SEN details

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.

Access Arrangements Panel

Click on the + icon top right to Add and select Online Access Arrangements, Other Online Arrangements or Discretionary Arrangements.

Add Access 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.

Support Events Panel

Click on the + icon top right to Add.

Add Support Event

Support Documents

Displays the list of Support Documents for that Student double click on an option to Edit.

Support Documents Panel

Click on the + icon top right to Add a document.

Add New Support Document

Passport Information

Displays the Passport Information details for that Student, double click on an option to Edit.

Passport Information Panel

Click on the + icon top right to Add and select Passports, Visa Details or Visa Extensions.

Passport Tab

Passport

Visa Details Tab

Visa Details

Visa Extensions Tab

Visa Extensions

Student Employment

Displays the list of Student Employment for that Student double click on an option to Edit.

Student Employment Panel

Click on the + icon top right to Add.

Add Student Employment

Document List

Displays the list of SEN Documents for that Student double click on an option to Edit.

Document List

Click on the + icon top right to Add a Document.

The Document Type drop down will default to SEN and cannot be changed. To upload any other document types you will need to select Documents from the left hand menu

Upload Documents

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.

User Defined Fields Panel

Click on the + icon top right to Edit.

User Defined Fields Pop-up

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.

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.

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

Student Profile

Moving the mouse pointer over the Student Name, will display an Edit option.

Basic and Additional Details plus Previous Names

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

Basic Details

Previous Names

Click on the + to Add Previous Name

Previous Names
Add Previous Name

Additional Details

Editing Student Contact Details

Moving the mouse pointer over the Email and Address, will display an Edit option.

Edit

Click on this to make quick changes to Phone & Email or Address.

Phone and Email
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.

Contacts Panel

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

Linked Students Tab

Then you can choose Parental Responsibility

Updated Priority

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.

Siblings Panel

Click on the + icon top right to Add a new Sibling.

Add Sibling

Ethnicity & Religion

Displays the list of Ethnicity & Religion details for that Student, double click on an option to Edit.

Ethnicity and Religion Panel

Click on the + icon top right to Add and select Ethnicity, Religion or Languages.

Add New
Ethnicity Tab
Religion Tab
Languages Tab
English Proficiency Tab

Funding & Allowances

Displays the list of the Funding & Allowances details for that Student double click on an option to Edit.

Funding& Allowances Panel

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.

Add Funding & Allowances

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.

Meal & Transport Panel

Click on the + icon top right to Add and select Free School Meals, Meal Patterns, Free School Transport or Usual Preferences to Edit.

Add Meal & Transport Information

For more information please see: How to add FSM Eligibility to a Student, How to Update Meal Patterns

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.

Parental Consent Panel

Click on the + icon top right to add a new Consent option.

Add New Consent

To Revoke a Parental Consent, hover over the Consent you would like to Revoke, and press the Bin icon.

Revoke Consent

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.

Save

You can check this by selecting the Revoke History tab at the top of the Parental Consents pop-up.

Revoke History

You will see any Revoked Parental Consents listed here.

Revoked Consents

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.

Interventions Panel

Click on the + icon top right to add a new Intervention. An Intervention can be for the Student only as a Solo Intervention.

Add/Edit Student Intervention Details

A Student can also be added to a Group Intervention.

Group Intervention

Special Educational Needs

Displays the list of the Special Educational Needs details for that Student double click on an option to Edit.

Special Educational Needs Panel

Click on the + icon top right to Add and select SEN, Special Needs, Gifted & Talented or Additional Information to Edit.

Add New SEN details

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.

Access Arrangements Panel

Click on the + icon top right to Add and select Online Access Arrangements, Other Online Arrangements or Discretionary Arrangements.

Add Access 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.

Support Events Panel

Click on the + icon top right to Add.

Add Support Event

Support Documents

Displays the list of Support Documents for that Student double click on an option to Edit.

Support Documents Panel

Click on the + icon top right to Add a document.

Add New Support Document

Passport Information

Displays the Passport Information details for that Student, double click on an option to Edit.

Passport Information Panel

Click on the + icon top right to Add and select Passports, Visa Details or Visa Extensions.

Passport Tab

Passport

Visa Details Tab

Visa Details

Visa Extensions Tab

Visa Extensions

Student Employment

Displays the list of Student Employment for that Student double click on an option to Edit.

Student Employment Panel

Click on the + icon top right to Add.

Add Student Employment

SEN Document List

Displays the list of SEN Documents for that Student double click on an option to Edit.

SEN Document List

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.

Upload File

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.

User Defined Fields Panel

Click on the + icon top right to Edit.

User Defined Fields Pop-up
Updated on May 16, 2024

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