Category:Management

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Insight Management


The following features are available to Admin accounts. Some features are also available to Staff accounts. Click on the name of a feature to view detailed information about it.

Users

Feature Description
Users This page is used to view and edit the User accounts for Insight, as well as performing a synchronisation (to create accounts based on SIMS details) and perform a Match (to update users' usernames to match their email addresses).

Roles The roles page is used to manage and maintain the roles. Each role is a set of permissions that determines what features are accessible to users.

Password notification Passwords can be sent from this page via email, SMS or mail.

AD links This page is used to configure the link to the Active Directory so that students and/or staff can log in to Insight using their Active Directory details.

Synchronisation rules The synchronisation rules determine which parents will have accounts created in Insight, based on their details in SIMS. Examples of the details considered are Priority, Parental Responsibility and Court Order.


Manage

Feature Description
Preferences Preferences are global settings that apply to all users. The settings here affect most areas of Insight.

AM subjects The AM subjects page is used to link Assessment Manager Aspects to Insight. Once the aspects are linked, users will be able to view assessment data in Insight.

Address changes Insight can be used by parents to inform you of their new address after moving home, via the personal details page. Parents will have to provide their new address and the reason for change i.e. moving home or correcting an error. Parents' ability to use this feature is set using the role options.

Email address changes Insight can be used by parents to inform you of changes to their email address(es), via the personal details page. Parents will have to provide their new address and the reason for change i.e. creating a new email account correcting an error. Parents' ability to use this feature is set using the role options.

Personal attribute changes Insight can be used by parents to inform you of a change in personal details, via the personal details page. Parents' ability to use this feature is set using the role options.

Telephone No. changes Insight can be used by parents to inform you of changes to their telephone number(s), via the personal details page. Parents will have to provide their new number and the reason for change i.e. having a new telephone number or correcting an error. Parents' ability to use this feature is set using the role options.

Notice composer The notice composer is used to send messages to users. Messages are sent as Insight notices and can also be sent via email or SMS.

Manage assignments Assignments are projects for pupils to complete in their own time - often called homework. Assignments can be created in Insight and viewed by parents or pupils. You can upload attachments to an assignment and record which pupils have and have not completed their homework. It is also possible for pupils to upload completed assignments which can be accessed online by staff.

Manage user defined pages User-defined pages can be created as additional menu items in Insight. These pages are created and managed via the Manage user defined pages page.


Surveys This page is used to create surveys that are issued to parents. Parents complete the surveys via the snapshot page.

Additional linked staff The linked adults and agencies page displays to users the staff members that are linked to the student (e.g. pastoral or academic staff). The additional linked staff page is used to add extra staff members to the linked adults and agencies page, such as the school nurse or SENDco.

AM charts The AM charts page is used to configure bar charts that appear on the assessments page (users will need the "Show progress charts" role option enabled to see the charts). The charts can either be configured via the AM charts page, or by editing a text file on the IIS server that hosts Insight.

API keys The Insight API is a tool used to extract data from Insight for use in other applications. The API is an additional module in Insight and is managed via the API keys page. Several API keys can be configured, each of which can be used to extract a certain aspect of data from Insight.

Assignment permissions Assignments (also known as homeworks) can be created and managed in Insight. When dealing with Assignments, by default staff will only be able to see their own assignments. Certain staff, such as Heads of Department, may need access to view Assignments created by other staff members. The Assignment Permissions page is used to grant this access to staff.

Do not contact Users may be allowed to send emails to staff using Insight (depending on the user's role options). The Do not contact page is used to exclude specific staff members from receiving emails from users.

Manage events Events are occasions such as school plays or talent shows where there are a limited number of seats/tickets. The manage events page is used to create events in Insight, for which parents can book tickets or reserve seats.

Manage forums Forums can be created in Insight to allow users to hold discussions online. Forums can be managed and moderated by staff at school.

Manage galleries The configure galleries page is used to create galleries of photographs that can be viewed and downloaded online by users. Several galleries can be created and each gallery can be controlled in role options so that only some users are able to view them.

Manage parents evenings The parents evening module allows evenings to be created in Insight so that staff can make bookings with staff online.


Manage student events The student events feature is used to allow pupils to make bookings; this could be to book appointments or to register their choice from a list of options. Students are allowed to make one booking per event.

Themes The themes page is used to switch the colour scheme for Insight. There is only one colour scheme provided with Insight but additional colour schemes can be downloaded or created online.


Reports

Feature Description
Linked aspects The linked aspects report will show which Assessment Manager Aspects have been linked in Insight.

Parents evenings (report) There are various reports for parents evenings, showing bookings by pupil, parent, staff and more.

School dinners The school dinners report is used to troubleshoot any issues when linked a cashless catering system to Insight.

SIMS synchronisation The SIMS Synchronisation report explains the reasons for contacts from SIMS having accounts created (or not created). It should be used if any contacts have not had accounts created in Insight contrary to expectations.


Assessments

Feature Description
Marksheets The marksheets module allows staff to access their SIMS marksheets via Insight. Since Insight is web-based, it is accessible from outside of school. This means the marksheets module can be a very efficient way of providing staff with the ability to enter grades from home.


Miscellaneous

Feature Description
Cash in There is information at the bottom of this page to do with configuration of the cash in rewards catalogue, such as the icons used and the setup required in PARS.

List of role options This is a complete list of the role options available via the roles page.

Personalisation Various tweaks can be made to Insight, such as the icons used and the colour scheme. Details for tweaking Insight can be found here.