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 School & Teaching
What is the purpose of the course?
To create templates for use with the Daybook in the Staff, Parent and Pupil Portals
Who is the course aimed at?
SMT, Pastoral Staff, Admin Staff and Finance Staff if you are creating Daybook templates which use the charging feature.
What is the recommended course length?
2 Hours
Are there any prerequisites?
Staff Portal account with Administrator access
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 |
| Creating Daybook Templates | To create and customise Daybook Templates | List of templates to be created and the fields to be included in each |
| Setting Template Security | To manage template permissions for Staff, Parent and Pupil Portals | Details of the permissions you required for Staff, Parent and Pupil portal users |
| Adding to News Ticker | To define which Daybook entry types will appear on the News Ticker | List of the template types that will show on the News Ticker on the Staff Portal |
| Adding Markers to Daybook Templates | To choose/upload template-specific markers to appear against the pupil throughout the portals | Content for each Daybook Notice |
| Daybook Noticing | To manage default Notice triggers and recipients | List of notice recipients |
| Notice Templates | To customise the Subject Text and Body Text for each Daybook Template | Content for each Daybook Notice |
| Adding Entries | Adding entries via the Staff Portal Adding entries via the Parent Portal Adding entries via the Pupil Portal | Test Staff Portal account Test Parent Portal account Test Pupil Portal account |
| Reviewing Entries | Reviewing entries via the Staff Portal Reviewing entries via the Parent Portal Reviewing entries via the Pupil Portal | Test Staff Portal account Test Parent Portal account Test Pupil Portal account |
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article