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.
- Student Details
- Contacts, Siblings (On Roll)
- Ethnicity & Religion
- Funding & Allowances
- Meal & Transport
- Parental Consent
- Interventions
- Special Educational Needs
- Support Events
- Support Documents
- Passport Information
- Student Employment
- Document List
- User Defined Fields.
The following icons will be available on some or all of the sections. They are Print, Delete, Add, and Information.
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.
Containing:
- 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
- Document List
- User Defined Fields
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. Also see: How to Manage and Add Contacts from the Student List
You can click on the Contact record to update the Parental Responsibility in Linked Students
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
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.
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.
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.
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.
Access Arrangements
Displays the list of the Access Arrangements for that Student.
Note: This option will have to be enabled from the Framework module for the appropriate Roles. Also see: How to Assign Roles and Permissions
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.
Click to Edit or select the Click to Add New Online Access Arrangements option to Add New.
Click to Edit or select the Click to Add New Other Online Access Arrangements option to Add New.
Click to Edit or select the Click to Add New Discretionary Arrangements option to Add New.
An Access Arrangement Import, is available under the Actions button, allowing Import from a spreadsheet.
Note: This option will have to be enabled from the Framework module for the appropriate Roles.
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.
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.
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 choices come from a look up table see How Edit Lookup Tables
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.
