TABLE OF CONTENTS
- Link to workbook
- Engage Package
- What is the purpose of the course?
- Who is the course aimed at?
- What is the recommended course length?
- Are there any prerequisites?
- Important
Link to workbook
Engage Package
Engage Teaching
What is the purpose of the course?
To set up the Portal in preparation for Staff Portal training
Who is the course aimed at?
Engage/Portal Administrator
What is the recommended course length?
¼ Day (1.5 Hours)
Are there any prerequisites?
User must have access to both Engage and Portal
User must know the password for the Administrator account
Please ensure a Senior Leader is present for each session, so final decisions can be made efficiently during the session.
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 | Specific Resources/Information Required |
| SMTP Settings and Email Details | Configure SMTP settings for generating emails from the Portal | Access to Engage |
| Portal Customisation | Customise the Portal defaults and system permissions to suit the requirements of the school | |
| Creating and Managing User Accounts | Enable users to access the Portal Control staff access permissions within the Portal | |
| Calendars | Create calendars to share with staff/parents Import external calendars from school website or outlook etc. | URL details for external calendars |
| Documents (Optional) | Set up categories for uploading documents | |
| DMS | Enables users to view, edit and add documents to pupil, staff and contact DMS | |
| Messaging options | Decide how staff will receive portal notices and who can send them |
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