TABLE OF CONTENTS
- Link to workbook
- Engage Package
- What is the purpose of this course?
- Who is the course aimed at?
- What is the recommended course length?
- Are there any prerequisites?
- Important
Link to workbook
Engage Package
Engage School
What is the purpose of this course?
To train users in entering and managing basic Pupil, Contact and Staff data
Who is the course aimed at?
Engage Systems Administrator, Admissions, Bursar and Accounts Staff, Office & Support, HR and Medical staff
What is the recommended course length?
½ day (3 hours)
Are there any prerequisites?
Setup must have taken place/User accounts configured within Security
Users must have permission to use the Pupil, Contact and Staff screens
Configuration for the Support Centre and Share Ideas must have taken place
Important
Please be aware that the course is designed to equip you with the skills to manage this area of the system effectively. It is important that you allow sufficient time and resource to implement the setup after the training has taken place. In many cases this will need to be completed before progressing to another stage of the system.
| Component/Screen | Purpose | It is essential that you bring the following information to the training session |
| Navigating around Engage | Identify the various ways to navigate around Engage | |
| Pupil Stages Overview | Understand how to utilise the pupil stages to suit the needs of the school | A basic understanding of the school’s admissions process |
Current Pupil Staff Screens (optional) | Customise and utilise the filters, grid, and panels effectively Identify key icons and maintain data for existing pupils and staff including medical information | Details of medical information for a pupil and/or staff member |
| Contacts (Manage Contacts, Organisation Contacts) | Create and maintain contact information according to the needs of the school | Address and contact details for a local/feeder nursery or school Address and contact details of a pupil’s Dr |
Adding Pupils Adding Staff (optional) | Understand the process and implications of adding new pupils and their contacts (sibling links etc) Understand the process of adding new staff and managing their data effectively | Details of a Prospective Pupil live enquiry including contacts Details of any staff not already on the Staff Module |
| Additional Information Fields (AIFs) | Create and maintain additional fields Add AIFs to Panels Utilise the AIFs with groups and filters | A list of any extra fields that the database does not currently have that would be useful to add |
| DMS | Store, view and recover electronic copies of mail-merges, documents, emails, notes and scans | Access to any files saved on the school network to attach to a pupil, contact and or staff member |
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