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?
- What are the prerequisites?
- Important
Link to workbook
Engage Package
Engage Teaching
What is the purpose of this course?
To enable users to set up a dashboard to give a global overview of school performance.
Who is the course aimed at?
Systems Administrator, Principal/Deputy Principal, Marketing and Admissions Staff
What is the recommended course length?
¼ Day (1.5 Hours)
What are the prerequisites?
To be actively using the Pupils, Admissions and Daybook functionality
Important
Please be aware that the course is designed to equip you with the skills to effectively manage this area of the system. 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 |
| Admin Options – General Settings | Edit preferred Analytics name to display for users | Name to display |
| Admin Options – Connection Manager | Add schools to be analysed | List of schools SQL Server details (SQL server name, SQL database name, SQL user, SQL password) for each school |
| Admin Options – Security Manager | Create Groups Create users Assign Users to Groups | List of users List of user types Access requirements |
| Create Widget – Conversion Ratio | Create Widget to show live Enquiries, Starters, Withdrawals | List of Admission Stages that constitute an Enquiry, a Starter and a Withdrawal |
| Create Widget - Pipeline | Create Widget to show pupils assigned to an Admission Stage on a defined date | List of Admissions Stages to be included |
| Create Widget - Numbers on Roll (Advanced) | Create Widget to show pupil numbers on a defined date with additional options | List of categories to be analysed by (e.g. year group, gender, boarder status etc.) |
| Create Widget - Daybook | Create Widget to show the number of pupils against each Daybook Type | List of Daybook Types to be analysed |
| Create Widget – School Events | Create Widget to show events across the schools | |
| Admin Options – Widget Manager | Manage Widget content and positions |
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