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  3. How to View the Student Details Profile Page

How to View the Student Details Profile Page

In this guide, we will provide you with an overview of the Student Details page, specifically the Profile page, which consists of the following section’s;

  • 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: Behaviour Overview and Enrolment Overview.

From the left Menu go to Students > 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

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.

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

Double click on the Contact to amend the Personal Details, Linked Students, Phone & Email, Address or User Defined Fields.

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 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.

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.

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.

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.

Updated on December 6, 2022

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