Difference between revisions of "Preferences"

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This page details each of the preferences for Insight. This page is expansive and is not suited to being used as guide when configuring the system but rather should be used a reference for Insight preferences only. <br> <br>
 +
 
==Welcome letter==
 
==Welcome letter==
  
:This is document which is used when mailing users their randomly generated passwords, accessed from the [[Password Notification]] page. You can use merge fields from the list below:
+
Passwords are sent to parents via the [[password notification]] page via printed documents, email or SMS. The Welcome letter is the template used for printed documents. <br> <br>
The fields are as follows:
 
{addressee}
 
{county}
 
{country}
 
{district}
 
{email}
 
{forename}
 
{fullname}
 
{honours}
 
{housename}
 
{housenumber}
 
{linkedstudents}
 
{linkedstudentstable}
 
{multilineaddress}
 
{pagebreak}
 
{password}
 
{postcode}
 
{salutation}
 
{schooladdress}
 
{schoollogo}
 
{singleLineAddress}
 
{street}
 
{surname}
 
{title}
 
{todaysdate}
 
{town}
 
{username}
 
  
==Banner text==
+
Clicking the Edit Button opens a text editor to define the message sent to parents. The following merge fields can be used: <br> <br>
  
:This text will be displayed as the header for Insight. If this is left blank then the school name, head teachers name, main site address, telephone and fax numbers, and email address will be picked up from SIMS and displayed.  You can use the blue HTML button icon the right of the tool bar to make more complicated changes than the other tool bar buttons would allow. If you are leaving this empty to show the default banner, you can remove the email address by using the "Hide the schools email address on the default banner" preferences within the email section.
+
{| class="wikitable"
 +
! style="width: 200px;" | Mailmerge field
 +
! style="width: 450px;" | Meaning
 +
|-
 +
| {addressee} || The user's addressee field, taken from the Contact details window in SIMS
 +
|-
 +
| {county} || The county of the contact's address
 +
|-
 +
| {country} || The country of the contact's address
 +
|-
 +
| {district} || The district of the user's address
 +
|-
 +
| {email} || The email address of the user
 +
|-
 +
| {forename} || The forename of the user
 +
|-
 +
| {fullname} || The fullname of the user
 +
|-
 +
| {honours} || The user's honours, as taken from SIMS
 +
|-
 +
| {housename} || The name of the user's house
 +
|-
 +
| {housenumber} || The number of the user's house
 +
|-
 +
| {linkedstudents} || This will show a list of students linked to the user
 +
|-
 +
| {linkedstudentstable} || This will show a list of students linked to the user, presented in a table
 +
|-
 +
| {multilineaddress} || The address of the user, formatted on multiple lines
 +
|-
 +
| {pagebreak} || A pagebreak
 +
|-
 +
| {password} || The user's password (this will only work for randomly generated passwords)
 +
|-
 +
| {postcode} || The user's postcode
 +
|-
 +
| {salutation} || The user's salutation, taken from the Contact details window in SIMS
 +
|-
 +
| {schooladdress} || The school's address
 +
|-
 +
| {schoollogo} || The school's logo
 +
|-
 +
| {singleLineAddress} || The user's address on a single line
 +
|-
 +
| {street} || The street the user lives on
 +
|-
 +
| {surname} || The user's surname
 +
|-
 +
| {title} || The user's title i.e. Mr or Mrs
 +
|-
 +
| {todaysdate} || The calendar date
 +
|-
 +
| {town} || The town the user lives in
 +
|-
 +
| {username} || The user's username
 +
|-
 +
| {url} || The School's INSIGHT URL
 +
|-
 +
|} <br>
  
 
==Login text==
 
==Login text==
:This option allows you to add a message that will show in the log-in box when the user attempts to log-in.  This message could give extra information about the username and/or password, e.g. the username is case sensitiveAlso, you can give details here about where the user can find more information if they are unable to log-in.
+
 
 +
This allows you to add text to the login screen for users. Click the Edit Button to open the text editor and enter your message. <br> <br>
 +
 
 +
<div>[[Image:prefs_logintext1.jpg|800px]]</div> <br> <br>
 +
 
 +
==Login footer text==
 +
 
 +
By default Insight will show information at the bottom of the login page. You can overwrite this with your own information if desired, by entering text into this field. <br> <br>
 +
 
 +
==Ad-hoc data collection groups==
 +
 
 +
From time to time, you may require the parents of a set of students to check their and their children's personal details for completeness and correctness.  This can be triggered globally using the following '''[[role options|role option]]''': <br>
 +
''General > Personal details > Allow new contact entry'' (On) <br> <br>
 +
Alternatively, this can be set to operate only on a set of specific groups. To trigger this setting for a group, the group in question must be a SIMS User Defined Group, containing the students whose contact and medical details require review. Use the green Add button to select a group or groups, and click OK to accept theseAll students in your selected groups will have their checked status flags cleared, and to progress in the system, any user connected to these students must review and confirm their '''[[personal details]]''' are complete and correct.
  
 
==Notices==
 
==Notices==
  
*'''Show these SIMS events'''
+
Notices (messages to parents) can be seen on the [[snapshot]] page or on the [[notices]] page. Staff or admin users can send notices using the [[notice composer]] page (depending on their [[roles|role options]]). <br> <br>
:Certain SIMS diary events can be displayed to users as Notices. Select here which events are to be treated this way.  
+
 
 +
====Show these SIMS events====
 +
 
 +
Insight will automatically send some notices to parents. Turn the switches on or off depending on the events for which you would like Insight to notify parents. <br> <br>
 +
 
 +
====Order newest notices first====
 +
 
 +
If this is switched on then notices will be ordered so that the newest notices appear at the top of the list. The alternative is for the notices to be ordered in reverse, so the oldest messages will appear at the top. <br> <br>
 +
 
 +
====Use 24hour times====
 +
 
 +
Notices will display the time that they were sent. Use this option to decide whether to use 12 or 24 hour times. <br> <br>
 +
 
 +
==Push message to use when new notices are created==
 +
 
 +
The [[Insight app]] will create push notification messages when the user receives a notice. Use this field to define the text that is used for the push notification. <br> <br>
 +
 
 +
====Notice to use for Unexplained absence====
 +
 
 +
Insight will automatically generate notices for users when a student has unexplained absences on their attendance record. This field defines the message that will be generated for users. <br> <br>
 +
 
 +
==App==
 +
 
 +
====Use this title for app compatible user defined pages====
 +
 
 +
The [[App server|Insight app]] will display [[user defined pages]] if possible. The default title of the menu item in the app is "Documents", but can be changed using this preference. <br> <br>
  
 
==Assessments==
 
==Assessments==
*'''Only show the most recent resultset-less Assessment Manager grades.'''
+
 
:This option is normally used when you are not using the resultset in SIMS to manage grades, and will display the recent grades for your own setup.
+
====Only show the most recent resultset-less Assessment Manager grades====
 +
 
 +
Assessment Manager aspects which do not have result sets will only display one grade per student in SIMS. However if a new grade is entered to overwrite the old one, the old grade does not get deleted and stays in the database. <br> <br>
 +
 
 +
If this preference is off, then all previous grades will be shown. If this preference is on then only the most recent grade will be shown. <br> <br>
 +
 
 +
====Perform colourisation of Assessment Manager grades====
 +
 
 +
It is not recommended that you use this option. <br> <br>
 +
 
 +
Insight can attempt to apply colours to grades that are taken from Assessment Manager. However, the colours given to grades can vary between marksheets, users and grade sets, therefore the resulting colourisation may not perform as expected. Additionally this feature is server-intensive, which could result in slower page load times for users. <br> <br>
 +
 
 +
==Assignments==
 +
 
 +
====Remaining assignment days to student users an reminder email====
 +
 
 +
Students can automatically be sent a reminder email a few days before their assignments are due to be handed in. Setting this to 0 disables the feature so that no emails are sent. <br> <br>
 +
 
 +
In order for this to work you must enter your mail server details into the email section of preferences, otherwise Insight will not be able to send any emails. The [[service pack|Keep Alive]] service must also be running, which will periodically check to determine if any emails need to be sent (amongst other duties). Finally you must have purchased the [[AD links]] module to allow students to have their own Insight accounts. <br> <br>
  
 
==Attendance==
 
==Attendance==
  
*'''Hide attendance menu items for the following year.'''
+
====Hide attendance menu items for the following years (separated by the + symbol)====
:If attendance information is not being collected for certain years, you can remove the menu from users scoped to students in those years. Enter the year numbers of those years for which you wish to hide attendance menus, separated by the plus symbol. For example, to hide attendance menus for sixth form students you could enter '''12+13'''.
+
 
 +
This setting can be used to hide all [[Category:features|attendance menu items]] from users when they are viewing pupils in specific year group. Sometimes schools will use this to remove attendance information from 6th form students. <br> <br>
 +
 
 +
Enter the year groups for which you would like attendance to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 <br> <br>
 +
 
 +
====Hide the Report Absences menu item for the following years (separated by the + symbol)====
 +
 
 +
As above, this setting hides the [[report absences]] menu item from users when viewing students in specific year groups. Enter the year groups for which you would like attendance to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 <br> <br>
  
*'''Hide marks in attendance summaries for the current day.'''
+
====Hide term dates on the default banner====
:Use this option if you do not want to see the attendance summaries for the current day.
 
  
 +
If this is switched on then the school term dates will not appear in the banner at the top of Insight. <br> <br>
  
*'''The number of days taken to validate attendance marks for attendance summaries'''
+
====Hide marks in attendance summaries for the current day====
:If you do not want to show very recent attendance records, for example if they are not yet validated by an Attendance Officer, you can enter a number of days here for which the marks are considered to in the validation range.  You can use -1 to mean "this week".
 
  
*'''Hide marks in attendance summaries in the validation range'''
+
This hides today's marks from the [[attendance summary]] and [[lesson summary]] page. Today's marks can also be shown on the [[snapshot]] page so if you want to hide today's marks altogether you may need to alter the user [[list of role options#snapshot|role options]] in addition to using this preference. <br> <br>
:Leave this box unchecked to show marks in the validation range in a different colour to marks outside of the validation range, or check it to hide those marks completely.
 
  
*'''Only use AM sessions.'''
+
====The number of days taken to validate attendance marks for attendance summaries (-1 for current week)====
:Select this option if you want to see the morning sessions only.
 
  
===Lesson marks===
+
This preference works in tandem with "Hide marks in attendance summaries in the validation range", the preference directly below. <br> <br>
  
Where school takes lesson registers, these attendance marks will be shown on overviews, timetables and similar displays.  If the taking of lesson registers is not rigidly enforced in school, you may want to hide all references to such attendance data.  If so, place a check mark against this option.
+
This preference sets a period of time where attendance marks unvalidated, meaning that they will either be highlighted as potentially incorrect or hidden altogether, depending on the preference below. <br> <br>
*'''Hide all references to lesson marks'''
 
:If the recording of lesson registers in not enforced, you may want to check this option to prevent parents seeing a patchy record.
 
  
Insight can trust up-stream authentication providers to identify users. If you want Insight to trust a provider in this way, enter the URL of the authenticating web page here.
+
If this preference is set to zero then it will have no effect. If the validation range is set to -1 then all marks in the current week (Monday - Sunday) will be caught in the validation period. If the preference is set to any other number then the validation period will be that number of days. <br> <br>
 +
 
 +
Note that this will affect the [[attendance summary]] and [[lesson summary]] pages, but not the [[snapshot]] page which can also show attendance marks. Therefore you may also need to alter the user [[List_of_role_options#Snapshot|role options for the snapshot page]]. <br> <br>
 +
 
 +
====Hide marks in attendance summaries in the validation range====
 +
 
 +
This preference works in tandem with the one above, which creates a validation period (see above for details). If this preference is on then the attendance marks in the validation period will be completely hidden. <br> <br>
 +
 
 +
====Only use AM sessions====
 +
 
 +
This will hide all PM marks, so that parents only see marks for lessons and AM registration. <br> <br>
  
 
==Batch PDF conversion==
 
==Batch PDF conversion==
*'''Username of machine administrator for second stage impersonation.'''
+
 
*'''Password of machine administrator for second stage impersonation.'''
+
Insight has a batch pdf feature, which can be used to upload, convert or email documents. Conversion allows existing word and xml documents in SIMS to be converted to a pdf format. The upload process can be used to upload several pdf documents to SIMS at once, from a folder. The email process is used to send copies of the pupils' reports to their parental contacts. <br> <br>
:Username and password if you want to convert docs to PDF and/or upload PDF docs
+
 
 +
====User name of machine administrator for second stage impersonation====
 +
 
 +
Enter the username of the account used to access the IIS server for conversions. See [[batch PDF operations]] for more information about this feature. <br> <br>
 +
 
 +
====Password of machine administrator for second stage impersonation====
 +
 
 +
Enter the password of the account used to access the IIS server for conversions. See [[batch PDF operations]] for more information about this feature. <br> <br>
 +
 
 +
====Create ISO 19005.1 compliant PDF====
 +
 
 +
Enable this if you need the PDF files produced by batch PDF conversion to be compliant with the ISO 19005.1 standard. This is very rarely required. <br> <br>
  
 
==Behaviour==
 
==Behaviour==
*'''Multiply behaviour points by this factor.'''
 
:If you want to show the behaviour points by a different factor you can indicate this here.  This may be to use them differently to how the behaviour points are used in PARS.
 
  
 +
====Multiply behaviour points by this factor====
 +
 +
The points value of all behaviour incidents in Insight will be multiplied by this number. If the setting is blank, the behaviour incidents will have their normal points value. <br> <br>
 +
 +
====Hide behaviour menu items for the following years (separated by the + symbol)====
 +
 +
This setting can be used to hide all behaviour menu items from users when they are viewing pupils in specific year group. <br> <br>
 +
 +
Enter the year groups for which you would like behaviour to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 <br> <br>
 +
 +
====The number of days taken to validate behaviour records====
  
*'''Hide behaviour menu items for the following years'''
+
This setting is used to hide behaviour incidents for a number of days before they are visible to parents. If this is set to 0 it will have no effect (behaviour incidents are visible as soon as they are recorded). <br> <br>
:If behaviour information is not being collected for certain years, you can remove the menu from users scoped to students in those years.  Enter the year numbers of those years for which you wish to hide behaviour menus, separated by the plus symbol. For example, to hide behaviour menus for sixth form students you could enter '''12+13'''.
 
  
 
==Email==
 
==Email==
  
*'''Your SMTP server name or IP address'''
+
The details in this section must be properly configured in order for Insight to be able to send emails. <br> <br>
:This must be entered in order for INSIGHT to send emails.  You should also ensure that the mail server is configured to relay emails from the Insight IIS server.
+
 
 +
====Your SMTP server name or IP address====
 +
 
 +
The is the name or address or your SMTP server, which Insight will use to send emails. <br> <br>
 +
 
 +
====Username used to authorise against the SMTP Server====
 +
 
 +
A username for an account to access the SMTP server. Depending on your setup, this may not be required. <br> <br>
 +
 
 +
====Password used to authorise against the SMTP Server====
 +
 
 +
A password for an account to access the SMTP server. Depending on your setup, this may not be required. <br> <br>
 +
 
 +
====Your Reply To email address====
 +
 
 +
When Insight sends emails, the emails will appear to be sent from the email address that you enter here. This does not need to be a real email address - you can enter anything you like and all emails sent from Insight will look as if they have come from that address. If you don't want parents to reply, consider entering "noreply@school.sch.uk" or something similar. <br> <br>
 +
 
 +
[[Image:prefs_emailreplyto1.jpg|400px]] <br> <br>
 +
 
 +
[[Image:prefs_emailfrom.jpg|600px]] <br> <br>
 +
 
 +
====Optional display name for sender====
 +
 
 +
Emails from Insight will have a reply to email address (as explained above) and can also have a display name. <br> <br>
 +
 
 +
[[Image:prefs_displayname1.jpg|400px]] <br> <br>
 +
 
 +
[[Image:prefs_emailfromname.jpg|600px]] <br> <br>
 +
 
 +
====Message text for password resets====
 +
 
 +
This is preference is used to configure the email that Insight will send to parents when they have forgotten their password and it needs to be reset. This is related to a [[preferences#login|login preference]] for hashing passwords. <br> <br>
 +
 
 +
If passwords are not being hashed then parents will never need to reset their passwords therefore you could ignore this preference. If passwords are being hashed then if parents have changed their password (i.e. they are not using randomly generated password generated when their account was created) and they forget their password, Insight will not be able to email their password to them. Instead the parent will receive an email allowing them to generate a new random password. <br> <br>
 +
 
 +
Use this preference to define the email that will be sent to parents if they need to reset their password. Parents will receive an email which contains a link. They need to click on the link which will take them to Insight. Once that has been done a second email will be sent to them containing their new password. <br> <br>
 +
 
 +
You can use the following merge fields in your message. Note that {link} must be included, otherwise parents will not have a link to click on and will not be able to reset their password. <br> <br>
 +
 
 +
{| class="wikitable"
 +
! Merge field !! Output
 +
|-
 +
| {link} || The hyperlink that parents need to click on to reset their password
 +
|-
 +
| {salutation} || The parent's salutation
 +
|-
 +
| {username} || The parent's Insight username
 +
|-
 +
| {title} || The user's title i.e. Mr or Mrs
 +
|-
 +
| {forename} || The parent's forename
 +
|-
 +
| {surename} || The parent's surname
 +
|-
 +
| {fullname} || The parent's full name (forename and surname)
 +
|-
 +
| {email} || The parent's email address
 +
|-
 +
| {addressee} || The parent's addressee field, as taken from SIMS
 +
|-
 +
| {schooladdress} || Your school's address
 +
|-
 +
| {todaysdate} || The calendar date
 +
|} <br>
 +
 
 +
'''Example''' <br>
 +
''Dear {salutation}, to reset the password for your Insight account, {username}, please click on the link below. Once you have clicked on the link a second email will be sent to you containing your new password.'' <br>
 +
{link} <br> <br>
 +
 
 +
''Regards,'' <br>
 +
''School'' <br> <br>
 +
 
 +
====Enable SSL for SMTP====
 +
 
 +
If you need to use SSL to send emails then switch this on. <br> <br>
 +
 
 +
====Optional port to use for SMTP (leave empty for default)====
 +
 
 +
Specify a port to use on the SMTP server, if required. <br> <br>
 +
 
 +
====Maximum number of concurrent asynchronous connections====
 +
 
 +
This is the maximum number of emails that Insight will attempt to send through SMTP concurrently. The higher this setting, the faster Insight will be able to send emails. However if the number is too high, the SMTP server may refuse to send some or all of the messages. <br> <br>
 +
 
 +
====Code inserted into subject fields used for spam rules on internal email====
 +
 
 +
If you find that emails from Insight are being marked as spam, you can use this preference to add text to the subject of all emails sent via Insight. You can then configure your spam rules to allow emails with that text in the subject. <br> <br>
 +
 
 +
====Hide the school's email address on the default banner====
 +
 
 +
The school email address will be removed from the banner at the top of Insight, unless the school email address has been typed into the [[preferences#banner text|banner text preference]], in which case you would need to remove it from that preference. <br> <br>
 +
 
 +
====Introductory message for Email====
 +
 
 +
Passwords are sent to parents via the [[password notification]] page via printed documents, email or SMS. The Introductory message for Email is the template used for emails. <br> <br>
 +
 
 +
Type your message into the text box. You can use the following merge fields: <br> <br>
 +
 
 +
{| class="wikitable"
 +
! style="width: 200px;" | Mailmerge field
 +
! style="width: 450px;" | Meaning
 +
|-
 +
| {username} || The user's username
 +
|-
 +
| {password} || The user's password (this will only work for randomly generated passwords)
 +
|-
 +
| {email} || The email address of the user
 +
|-
 +
| {salutation} || The user's salutation, taken from the Contact details window in SIMS
 +
|-
 +
| {title} || The user's title i.e. Mr or Mrs
 +
|-
 +
| {forename} || The forename of the user
 +
|-
 +
| {surname} || The user's surname
 +
|-
 +
| {fullname} || The fullname of the user
 +
|-
 +
| {addressee} || The user's addressee field, taken from the Contact details window in SIMS
 +
|-
 +
| {honours} || The user's honours, as taken from SIMS
 +
|-
 +
| {linkedstudents} || This will show a list of students linked to the user
 +
|-
 +
| {linkedstudentstable} || This will show a list of students linked to the user, presented in a table
 +
|-
 +
| {schooladdress} || Your school's address
 +
|-
 +
| {todaysdate} || The calendar date
 +
|} <br>
 +
 
 +
====Forgotten password message for Email====
 +
 
 +
This is the message that will be sent to parents when they have forgotten their password and their password has not been hashed. Hashing passwords is an added security measure that can be turned on or off, using a [[preferences#login|preference in the login section]]. <br> <br>
 +
 
 +
Type the message that parents should receive when requesting a password reminder. The message will be sent to them via email and you can use any of the merge fields found in the preference above. <br> <br>
 +
 
 +
Note that you should always include the {password} merge field in this message. <br> <br>
 +
 
 +
====Message to send when a username changes as a result of an email address change====
 +
 
 +
There is a feature called Match which is available on the [[users]] page in Insight. This will update parents' usernames to match their email addresses. When this happens parents' usernames will change, so Insight will automatically email all affected parents to inform them of the changes. <br> <br>
 +
 
 +
Enter a message that will be sent to parents when their username changes. You can use any of the merge fields in the Introductory message for email section (above), as well as the following two: <br> <br>
 +
 
 +
{|class="wikitable"
 +
!Merge field!!Output
 +
|-
 +
|{oldemail}||This will show the parent their old email address
 +
|-
 +
|{newemail}||This will show the parent their new email address
 +
|} <br>
 +
 
 +
====Redirect all "contact" emails to this address====
 +
 
 +
Insight offers the facility for parents to send emails to staff (without revealing staff email addresses). This preference is used to redirect all of these parental emails to a central email address (typically the school office). The emails can then be redistributed to the relevant people. <br> <br>
 +
 
 +
If this preference is empty then emails will go directly to staff members' email addresses. If you enter an email address into this preference then all emails sent by parents to teachers will arrive at this email address and will not be sent to teachers. If you want to use multiple email addresses separate them with semicolons.<br> <br>
 +
 
 +
====Redirect all "contact" emails to this address====
 +
 
 +
Similar to the preference above, send a copy of all contact emails to one or more given email addresses. <br> <br>
 +
 
 +
====Text to display in the forgotten password box====
 +
 
 +
Enter text that will appear next to the password reset section of the login page. <br> <br>
 +
 
 +
[[Image:forgottenpassword1.jpg]] <br> <br>
 +
 
 +
====Address to send forgotten password requests to when the user has no email of their own====
 +
 
 +
Insight has methods to send passwords to parents if they forget their password, however this can only work if the parent has provided contact details. If Insight cannot contact the parent then a staff member needs to be notified so that they can reset the parent's password and give the details to the parent. <br> <br>
 +
 
 +
Insight will send an email notification if an unreachable parent has forgotten their password. Enter the email address that Insight should use for these notifications. If you want to use multiple email addresses separate them with semicolons. <br> <br>
 +
 
 +
====Send emails to these addresses when an absence is requested====
 +
 
 +
The [[report absences]] page allows parents to notify the school of the reasons for pupil absence. When a parent does this using a date in the future the information will be sent to a member of staff in an email. Enter an email address to use for these notificationsIf you want to use multiple email addresses separate them with semicolons. <br> <br>
 +
 
 +
====Send emails to these addresses when an historical absence is reported====
 +
 
 +
The [[report absences]] page allows parents to notify the school of the reasons for pupil absence. When a parent does this for an absence that has already happened the information will be sent to a member of staff in an email. Enter an email address to use for these notifications.  If you want to use multiple email addresses separate them with semicolons. <br> <br>
 +
 
 +
====Send emails to Form Tutor where possible when an absence is requested====
 +
 
 +
When future absences are reported using the [[report absences]] page, send an email to the form tutor. <br> <br>
 +
 
 +
====Send emails to Form Tutor where possible when an historical absence is reported====
 +
 
 +
When current or historical absences are reported using the [[report absences]] page, send an email to the form tutor. <br> <br>
 +
 
 +
====Send emails to these addresses when an address change is requested====
 +
 
 +
Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications.  If you want to use multiple email addresses separate them with semicolons. <br> <br>
  
*'''Username used to authorise against the SMTP Server'''
+
====Send emails to these addresses when an telephone number change is requested====
:If your mail server requires authentication to send emails, enter the username here.
 
  
*'''Password used to authorise against the SMTP Server'''
+
Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications.  If you want to use multiple email addresses separate them with semicolons. <br> <br>
:If your mail server requires authentication to send emails, enter the password here.
 
  
*'''Your Reply To email address'''
+
====Send emails to these addresses when an email address change is requested====
:This is the address from which emails sent from Insight will appear to have originated.  Additionally, when users reply to emails sent from INSIGHT then this is the email address that will be used.  If the account is not monitored, it would be wise do use an address similar to ''donotreply@school-name.auth.sch.uk''.
 
  
*'''Optional display name for sender'''
+
Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications.  If you want to use multiple email addresses separate them with semicolons. <br> <br>
:Rather than showing the senders email address, you can also enter a fixed originator to help recipients identify you more easily.
 
  
*'''Enable SSL for SMTP'''
+
====Send emails to these addresses when an attribute change is requested====
:Check this box to use secure email.
 
  
*'''Optional port to use for SMTP (leave empty for default)'''
+
Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications.  If you want to use multiple email addresses separate them with semicolons. <br> <br>
:Port 25 is the default SMTP port, but you may need to specify a different port
 
  
*'''Code inserted into subject fields used for spam rules on internet email'''
+
====Send emails to these addresses when a Parental Consent is changed====
:You can use text here with anti-spam rules at your SMTP server.
 
  
*'''Hide the schools email address on the default banner'''
+
Parents are able to update various details using Insight. When a parent changes one of the consents they have given for their child Insight will send a notification via email. Enter an email address to use for these notifications.  If you want to use multiple email addresses separate them with semicolons. <br> <br>
:Check this option if you are concerned that the schools email address could be scraped.
 
  
*'''Introductory message for Email'''
+
====Send emails to this address when a notice is saved====
:This is the message used when [[Password notification|notifying users of their password]] via email.
 
  
*'''Forgotten password message for Email'''
+
The [[notice composer]] page allows admin and staff users to send messages to parents and pupils. This setting can be used if you want an email copy of all message sent in this way. <br> <br>
:When you compose a forgotten password email this will be the default message.
 
  
*'''Message to send when a username changes as a result of an email address change'''
+
Enter an email address to receive these messagesIf you want to use multiple email addresses separate them with semicolons. <br> <br>
:When changing an email address, the email-like user name of the user is not automatically alteredThis is done using the Match operation on the [[Add/Edit/Delete Users|Users]] page.  This preference is the email message.  You can use the merge fields {oldemail} and {newemail} in this message.
 
  
*'''Redirect all "contact" emails to this address'''
+
====Send emails to these addresses when a Medical attribute change is requested====
:When a user contacts a staff member within Insight, an email is sent to the staff member's address, although the user will not see the address themselves.  If an email address is entered here, ALL inbound contact email addresses will instead be redirected to that account instead.
 
  
*'''Text to display in the forgotten password box'''
+
Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications.  If you want to use multiple email addresses separate them with semicolons. <br> <br>
:Leave empty for the default, or a single space to clear any text.
 
  
*'''Address to send forgotten password requests to when the user has no email of their own'''
+
====Send emails to these addresses when a forum post is reported====
:If a user has an email address against their account, forgotten passwords can be mailed directly to them.  For those users who do not (and either have no mobile number stored, or where no provision has been made for sending SMS messages), a message is instead send to this address informing the recipient that a certain user will need to be re-informed of their password.
 
  
*'''Send emails to these addresses when an absence is reported'''
+
The [[forums]] feature in Insight has a facility for parents to report posts that they feel are inappropriate. If this happens Insight will notify a member of staff via email. Enter an email address to use for these notificationsIf you want to use multiple email addresses separate them with semicolons. <br> <br>
*'''Send emails to these addresses when an address change is requested'''
 
*'''Send emails to these addresses when a telephone number change is requested'''
 
*'''Send emails to these addresses when an email address change is requested'''
 
*'''Send emails to these addresses when an attribute change is requested'''
 
*'''Send emails to these addresses when a forum post is reported'''
 
:Leave empty for no emails, or enter a semi-colon separated listYou can send test emails to any of these addresses by clicking on the <u>Send a test email</u> link.  Make sure you have clicked "Update" first to commit any changes you may have made.
 
  
Insight can show parent users their children's exam results. Due to the lead time between exam results being available within SIMS and the allowed publication date, you can set the day of the month before which Insight will not display exam results.
+
====Send emails to these addresses when a dinner topup fails SIMS validation checks==== 
 +
 
 +
This option will trigger INSIGHT to send an email to a specific email address when an attempt to top up a dinner account in INSIGHT fails SIMS validation/authentication.
 +
 
 +
====Send emails to these addresses when Report Feedback is entered====
 +
 
 +
This option will send an email to a specific email address whenever 'report feedback' is entered by a parent after having viewed a student's report.
 +
 
 +
====Disclaimer to appear on the bottom of all emails sent from INSIGHT====
 +
 
 +
This allows text to be added to the bottom of all emails that are generated from INSIGHT.
  
 
==Exams==
 
==Exams==
  
*'''Hide exam menu items for the following years'''
+
====Hide exam menu items for the following years (separated by the + symbol)====
:You could enter for example 7+8 to hide exams information for years seven and eight.
+
 
*'''Number of days to hold back exam results
+
This setting can be used to hide all [[exams|exam menu items]] from users when they are viewing pupils in specific year group. Typically students will not have exams during year 7, 8 or 9 so this preference can be used to hide exam menu items from parents of these children. <br> <br>
:Use this to delay the publishing of exam results, from the date of import.  Leave blank (or zero) to publish as soon as they are in SIMS, which is before the usual release date. If this is set to 1, the results are published in Insight on the date 1 day after the import date, at 6AM, which is not changeable. If it is set to 2, the results are published in Insight on the day after the previous example, again at 6AM.
+
 
*'''Number of days to hold back exam results for years 12 and up'''
+
Enter the year groups for which you would like exams to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 <br> <br>
:If you have a different requirement for exam delays, please specify the number of days here.
+
 
 +
====Number of days to hold back exam results====
 +
 
 +
This setting creates an embargo in Insight for your exam results. Enter a number of days that you want Insight to hold back exam results, the results will be released that many days after they were uploaded to SIMS. Insight will always release the exam data at 6am. <br> <br>
 +
 
 +
====Number of days to hold back exam results for years 12 and up====
 +
 
 +
As above but this setting applies to years 12 and above only. <br> <br>
 +
 
 +
====Number of days to hold back exam results for years 12 and up====
 +
 
 +
This setting is the same as above, but applies to year 12 and higher. <br> <br>
  
 
==Exchange calendar==
 
==Exchange calendar==
*'''URL of Exchange Web Services - please include protocol and EWS/exchange.asmx'''
+
 
*'''Username of user to connect to Exchange Web Services'''
+
If you want PARS to communication with your Exchange calendar then you need to enter the connection details in this section. <br> <br>
*'''Password of user to connect to the Exchange Web Services'''
+
 
*'''Domain of user to connect to the Exchange Web Services'''
+
====URL of Exchange Web Services - please include protocol and EWS/exchange.asmx====
:Enter the URL of the Exchange Web Services; setup the access credentials and the domain.
+
 
 +
As above. <br> <br>
 +
 
 +
====Username of user to connect to Exchange Web Services====
 +
 
 +
As above. <br> <br>
 +
 
 +
====Password of user to connect to Exchange Web Services====
 +
 
 +
As above. <br> <br>
 +
 
 +
====Domain of user to connect to to Exchange Web Services====
 +
 
 +
As above. <br> <br>
 +
 
 +
==Lesson marks==
 +
 
 +
====Hide all references to lesson marks====
 +
 
 +
This setting will remove all lesson marks so that parents only see information for AM and PM sessions. <br> <br>
  
 
==Login==
 
==Login==
*'''Check parental users against current SIMS contacts at login'''
+
 
:Enabling this option means that at the point of logging on, additional checks are made to ensure that the user has continued access to the student's data regardless of current student links
+
====Show store links on login screen====
*'''Time between logout reminders'''
+
 
:Enter a number in minutes to specify the frequency of the pop up logout reminder.
+
This preference allows an icon to appear at the bottom right of the Insight login page. The icon gives links to download the [[App server|Insight app]] from either the play store or app store. There is also a QR code which is used by the app. <br> <br>
*'''Hide the cancelable SSO message during sign in'''
+
 
:During some single sign-on attempts you can optionally display a message to the user allowing them to cancel the sign on and enter credentials directly.
+
====Time between logout reminders====
*'''Prompt for email address when none present on first login'''
+
 
:When a user without an email address first logs in, enabling this option means they will be prompted to enter an email address as well as a replacement private password.
+
Insight will periodically remind parents to logout, using a message that appears at the bottom of the page. Enter the number of minutes for the interval of these logout reminders. <br> <br>
*'''Message to use when sending PINs'''
+
 
:Users in some roles are required to enter a PIN sent to them either via email or SMS. Here you can specify the message sent to them, and use the merge fields {pin} and {validuntil}.
+
[[Image:prefs_logoutreminder1.jpg]] <br> <br>
*'''Allow unreachable users to bypass PINs'''
+
 
:If a user's PIN is not working this option will allow them to bypass this check
+
====Check parental users against current SIMS contacts at login====
*'''Prompt parental users without email addresses to supply an email address at log on'''
+
 
:When a user without an email address logs in, enabling this option means they will be prompted to enter an email address as well as a replacement private password.
+
By default Insight will assume that all parents who have active accounts in Insight are supposed to be able to login. This option will force Insight to check that a parent has the necessary criteria in SIMS (according to your [[preferences#user creation|user creation rules]]) when logging in and if they do not, Insight will not allow them to log in. <br> <br>
*'''Extension time in minutes to PIN expiry'''
+
 
:If you feel that the five minute PIN window is unsuitably short, you can add on an extension by entering the number of minutes here.
+
It is not recommended that you use this preference. In practice parents' details rarely change in SIMS and checking their details will increase the amount of time taken for parents to login. <br> <br>
*'''Prefer email when sending PINs'''
+
 
:If your preferred method of PIN notification is email then select this option.
+
====Message to use when sending PINs====
*'''Trust this host as an authentication provider
+
 
:This field has different meanings for different types of [[SSO|Single Sign On]]. It should either be the URL of a referrer page or a semi-colon separated domain name list.
+
Two factor authnetication can be used in Insight when users are logging in. This means that the user will need to provide a PIN number in addition to their username and password. <br> <br>
 +
 
 +
If you have required users to provide PIN numbers then a message will be sent to them after they provide their username and password. This preference is used to define the message that is sent. Insight will send the PIN by either email or SMS (there is a [[Preferences#Prefer email when sending PINs|preference]] that determines which method is preferred). If the PIN cannot be sent by email or if you have set Insight to prefer using SMS the PIN will be sent by SMS. Due to this, you should keep the message fairly short. <br> <br>
 +
 
 +
When users enter their username and password a message on the login page will explain that a PIN has been sent to them, so you do not need to explain this in the message. You can use the following merge fields in your message: <br> <br>
 +
 
 +
{|class="wikitable"
 +
!Merge field!!Output
 +
|-
 +
|{PIN}||Shows the user's PIN number
 +
|-
 +
|{validuntil}||PIN numbers are temporary and will expire after some time. This shows the user the time that their PIN will expire
 +
|} <br>
 +
 
 +
====Allow unreachable users to bypass PINs====
 +
 
 +
When PIN numbers are being used Insight will try to send the PINs via email or SMS. If a parent does not have an email address or a mobile number then it is impossible for them to receive their PIN number. This preference allows those users to log in without the need to provide a PIN number. <br> <br>
 +
 
 +
====Prompt parental users without email addresses to supply an email address at log on====
 +
 
 +
This preference will ask parents to provide an email address when they log in, if they have not already provided one. This prompt will happen every time the parent logs in until they provide an email address. <br> <br>
 +
 
 +
====Allow generated PINS to last all day or until a failed login attempt====
 +
 
 +
PIN numbers are temporary and will expire after a period of time. By default, PIN numbers for Insight have a lifespan of 5 minutes. This setting can be used to allow each PIN number to last until midnight or until the user enters an incorrect PIN number 3 times. <br> <br>
 +
 
 +
====Extension time in minutes to PIN expiry====
 +
 
 +
PIN numbers are temporary and will expire after a period of time. By default, PIN numbers for Insight have a lifespan of 5 minutes. This setting will add a number of minutes to the PIN number's lifespan. For example if you set this field to 10, then PINs would survive for 15 minutes (the default 5 plus an extra 10). <br> <br>
 +
 
 +
====Prefer email when sending PINs====
 +
 
 +
This setting will only take effect is PINs are activated. Insight will attempt to use either emails or SMS messages as the default means for delivery. However if the preferred method is not possible (the parent does not have a phone number, you do not have a texting account, etc.) then the second method will be used. <br> <br>
 +
 
 +
====Prefer email when sending password reminders====
 +
 
 +
Insight will attempt to send password reminders using emails rather than SMS messages. <br> <br>
 +
 
 +
====Warning to show when users request the login screen to remember their account details====
 +
 
 +
This is a warning message that will be displayed when a user clicks the Remember Me option on the homepage. "It is not recommended to use this setting on public computers" is a typical message. If this setting is left blank then it will have no effect. <br> <br>
 +
 
 +
====Minimum password length====
 +
 
 +
Users must use at least this many characters when changing their password. <br> <br>
 +
 
 +
====Minimum upper case characters====
 +
 
 +
Users must use at least this many upper case characters when changing their password. <br> <br>
 +
 
 +
====Minimum numeric characters====
 +
 
 +
Users must use at least this many numeric characters when changing their password. <br> <br>
 +
 
 +
====Minimum symbol characters====
 +
 
 +
Users must use at least this many symbols when changing their password. <br> <br>
 +
 
 +
====Hash passwords as they are changed====
 +
 
 +
This setting activates password hashing, which increases the security of passwords. If password hashing is active then once a parent has changed their password, the password will be scrambled in the database so that Insight cannot retrieve it, although parents will still be able to log in. <br> <br>
 +
 
 +
This would increase the security of passwords, however it does mean that Insight cannot send reminders to parents who have forgotten their passwords. Instead Insight would send a link an email that allows the parent to reset their password to a random string of characters. <br> <br>
 +
 
 +
==Notices==
 +
 
 +
====Push message to use when new notices are created====
 +
 
 +
This preference only applies when users are accessing Insight via the [[App server|Insight app]]. When a user receives a [[notices|notice]], a notification will also appear on their phone or tablet. <br> <br>
 +
 
 +
==Options offer==
 +
 
 +
====Hide options offer menu items for the following years (separated by the + symbol)====
 +
 
 +
This setting can be used to hide the [[options offer]] menu item from users when they are viewing pupils in specific year group. This is commonly used, as typically only year 9 and year 11 students will select options. <br> <br>
 +
 
 +
Enter the year groups for which you would like options offer to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13 <br> <br>
  
 
==Parents evenings==
 
==Parents evenings==
*'''Limit parents evening bookings to one member of staff per evening per user'''
+
 
:Enabling this option prevents users overbooking appointments to the same member of staff.
+
====Limit parents evening bookings to one booking per member of staff per evening per user====
*'''Force a break between parents appointments'''
+
 
:Use this option to ensure that parents cannot book adjacent slots.
+
If this option is active then each parent will only be able to make one booking with each member of staff, during each parents evening. <br> <br>
*'''Text to show when a break is forced between parents appointments'''
+
 
:If you are using the previous option, you can specify how the forced breaks appear.
+
An exception to this rule can be made when a child is taught be the same teacher in more than one class, in which case parents will be able to make one booking per class. There a preference further down this section to enable this. <br> <br>
*'''Make break exemptions for consecutive appointments with the same member of staff'''
+
 
:If you want staff members to have consecutive appointments without breaks
+
This will not apply to staff who are making bookings on behalf of parents, unless the preference below is used. <br> <br>
*'''Show staff photos'''
+
 
:To add and show staff photographs
+
====include staff bookings in this limit====
*'''Use all classes run during the year, not just those active on the evening'''
+
 
:If the student has studied different aspects of a subject during each term, for example, biology in term 1, chemistry in term 2, then selecting this option allows the user the choice to book appointments with any teacher who has taught the student during the year.
+
Similar to the preference above, this prevents staff from booking more than one appointment for a parent with a single member of staff during a parents evening. This will only take effect if the preference above is also being used. <br> <br>
 +
 
 +
As above, An exception to this rule can be made when a child is taught be the same teacher in more than one class, in which case parents will be able to make one booking per class. There a preference further down this section to enable this. <br> <br>
 +
 
 +
====Relax limit for staff with multiple subjects====
 +
 
 +
This preference will only take effect if you are using the preferences above to limit the number of bookings that parents can have with individual staff. An exception to the limit will be made when a child is taught be the same teacher in more than one class, in which case parents will be able to make one booking per class. <br> <br>
 +
 
 +
====Force a break between parents appointments====
 +
 
 +
This option prevents parents from making back-to-back bookings, so there will always be a free slot before and after each booking. <br> <br>
 +
 
 +
====Text to show when a break is forced between parents appointments====
 +
 
 +
If using the option above, then you can enter text that will be displayed in the breaks on the parents' booking sheets. A typical example is "transit time", which explains to parents the reason they are not able to book back-to-back slots. <br> <br>
 +
 
 +
====Breaks between parents appointments are two slots wide====
 +
 
 +
This can only take effect if using the preference to force a break before and after each slot. When this preference is activated, there will be two breaks before and after each single booking. <br> <br>
 +
 
 +
====Make break exemptions for consecutive appointments with the same member of staff====
 +
 
 +
If you are forcing breaks between bookings, this option can be used to allow parents to make consecutive bookings without having a break forced between them, providing that the bookings are with the same member of staff. <br> <br>
 +
 
 +
====Show staff photos====
 +
 
 +
If this is switched on then parents will see photographs of staff when they are making bookings. If this preference and the one below (to show subject icons) are switched on, then the icon will switch between photographs and subject icons every few seconds. If neither are switched on there will be no image at all. <br> <br>
 +
 
 +
====Show subject icons====
 +
 
 +
If this is switched on then parents will see icons representing the subject that a staff member teaches, when parents are making bookings. If this preference and the one above (to show photographs) are switched on, then the icon will switch between photographs and subject icons every few seconds. If neither are switched on there will be no image at all. <br> <br>
 +
 
 +
====Allow staff to modify notes on their own schedule made by other staff members====
 +
 
 +
Depending on their [[roles|role options]], some staff may be able to make parents evening bookings on behalf of other staff members and add notes to those bookings. This preference allows staff members to amend the notes made by other staff. <br> <br>
 +
 
 +
====Use all classes run during the year, not just those active on the evening====
 +
 
 +
This preference will allow parents to make bookings with any of the teachers who have taught their child during the academic year. <br> <br>
  
 
==PARS==
 
==PARS==
  
If you are using PARS, and have the option selected in the Service Controller, you will see a section here to allow Insight to present PARS data in place of SIMS data in key areas. Check each area for which you would rather see PARS data.
+
The PARS preferences section will only appear if you have selected the PARS Link option in the [[service pack|service controller]]. <br> <br>
 +
 
 +
====Collect Competition diary events====
 +
 
 +
Diary events for competitions from PARS will be sent to users via [[notices]]. <br> <br>
 +
 
 +
====Collect Exam diary events====
 +
 
 +
Diary events for exams from PARS will be sent to users via [[notices]]. <br> <br>
 +
 
 +
====Collect Literary diary events====
 +
 
 +
Literary diary events from PARS will be sent to users via [[notices]]. <br> <br>
 +
 
 +
====Collect Musical diary events====
 +
 
 +
Diary entries for musical events from PARS will be sent to users via [[notices]]. <br> <br>
 +
 
 +
====Collect Presentation diary events====
 +
 
 +
Diary events for presentations from PARS will be sent to users via [[notices]]. <br> <br>
 +
 
 +
====Collect Sporting diary events====
 +
 
 +
Diary events for sporting activities from PARS will be sent to users via [[notices]]. <br> <br>
 +
 
 +
====Collect Visit diary events====
 +
 
 +
Diary events for visits from PARS will be sent to users via [[notices]]. <br> <br>
 +
 
 +
====Ignore PARS assignment handin dates====
 +
 
 +
When dealing with [[assignments]] from PARS, Insight will not consider an assignment to be late if it was marked by the teacher after the date that it should have been handed in. This is sometimes used where teachers do not have time to record an assignment as having being completed, at the time that it is given to them. This will only take effect if the preference "Collect Assignments from PARS" is switched on. <br> <br>
 +
 
 +
====Use the element schedule end date====
 +
 
 +
On the [[assessments]] page, Insight will display a date for each grade. If this preference is switched off, then the date displayed will be the date that the grade was recorded. You can use this preference to standardise all of the dates, so the date displayed will be the end of the data entry period rather than the real date that the grade was entered. <br> <br>
 +
 
 +
====Collect Grades from PARS====
 +
 
 +
This preference allows Insight to take grades from PARS, to display to users. <br> <br>
 +
 
 +
====PARS grade authorisation level (0=all,1=only auth,2=not unauth)====
 +
 
 +
PARS has a feature for grade authorisation, where pupils' grades can be reviewed by a member of staff. Each grade will be authorised or not authorised by the member of staff that reviews the grades. <br> <br>
 +
 
 +
This setting is used to filter out grades based on their authorisation status. If this option is set to 0, then all grades will be shown. If the option is set to 1 then only grades that have been authorised will be shown and if the option is set to 2, then only unauthorised grades will be shown. <br> <br>
 +
 
 +
====Include PARS communications in notices====
 +
 
 +
PARS has a facility to send emails, SMS messages or letters to parents and/or pupils. If this setting is switched on, then a copy of all messages sent via PARS will be included in the notices in Insight. <br> <br>
 +
 
 +
====Replace Detention issuer name with behaviour incident issuer====
 +
 
 +
It's possible to have a behaviour incident given by one member of staff, and a detention linked to that behaviour incident given by another member of staff (often an admin member from the school office). If you would like all detentions to appear to have been given by the person that recorded the behaviour incident then turn this option on. <br> <br>
 +
 
 +
====Collect Behaviour information from PARS====
 +
 
 +
This setting makes Insight display behaviour information from PARS, and disregard anything that has been recorded in SIMS. <br> <br>
 +
 
 +
====Collect Detention information from PARS====
 +
 
 +
This option needs to be enabled if you wish to display information about detentions recorded in PARS. <br> <br>
 +
 
 +
====Collect Report Card information from PARS====
 +
 
 +
This option needs to be enabled if you wish to display information about on report cards recorded in PARS. <br> <br>
 +
 
 +
====Collect Assignments from PARS====
 +
 
 +
This option needs to be enabled if you wish to display information about homework assignments recorded in PARS. <br> <br>
 +
 
 +
====List rule based merits====
 +
 
 +
When this option is on, any positive behaviour points issued by rule based behaviours will be visible in Insight. If this option is switched off then all positive incidents given by the rules will be hidden. <br> <br>
 +
 
 +
====List rule based demerits====
 +
 
 +
When this option is on, any negative behaviour points issued by rule based behaviours will be visible in Insight. If this option is switched off then all negative incidents given by the rules will be hidden. <br> <br>
 +
 
 +
====Allow users to cash-in based on their Positive points score, instead of their Net points score====
 +
 
 +
The cashing in facility in Insight allows pupils to purchase rewards from a catalogue. Pupils have a budget of points to spend, which is built up through their behaviour. <br> <br>
 +
 
 +
If this preference is on, then pupils' budgets will only be relative to their positive behaviour points; the more positive points a pupil has, the more points available in the budget. If this preference is switched off then negative points will also be taken into account and will be subtracted from pupils' budgets. <br> <br>
  
 +
====Maintain cashin totals separate to accumulated points totals====
  
*'''Store generated Student Review XML data in the temp folder'''
+
This option affects the behaviour summary display on the [[snapshot]] page. If this option is switched on then pupils' positive behaviour points and the points they have spent on rewards will be separated into different sections. If this option is switched off then the points that pupils have spend on rewards will be deducted from their positive total. <br> <br>
:This can be useful for checking report designs when first setting up the system.
+
 
Information which is input in PARS.net can be collected and viewed from Insight by enabling the preferences below:
+
<div>[[Image:cashin_snap.jpg]]</div> <br> <br>
*'''Collect Behaviour information from PARS
 
*'''Collect Detention information from PARS
 
*'''Collect Report Card information from PARS
 
*'''Collect Assignments from PARS
 
  
 
==Photographs==
 
==Photographs==
*'''Show anonymous images in place of student photographs'''
 
:Enable this option to show anonymous avatars in place of real student photographs.
 
  
 +
====Show anonymous images in place of student photographs====
 +
 +
At the top left of Insight, there are boxes which can show the photograph of the pupil who is currently being viewed. This preference will replace the actual photograph with an image representing a person. <br> <br>
 +
 +
====Show anonymous images in place of student photographs for parents with court orders====
 +
 +
This preference will replace the pupil's photograph with an image representing a person for parents with court orders. <br> <br>
  
 
==Proxy==
 
==Proxy==
  
If the Insight IIS server needs proxy information to reach the Internet for outgoing requests, enter the Proxy details here. Entering DEFAULT for the proxy name will use standard Internet Options from Windows.  Otherwise, enter the proxy in the form 10.0.0.1:8090.  If your proxy requires authentication, enter the username and password below, and if the authentication is based on domain credentials, enter this here also.
+
====Your Web Proxy details====
  
 +
The proxy details entered here are required for Insight to be able to communicate with our servers to retrieve your licence details. If you have specific proxy details then enter them into the relevant fields, otherwise enter "DEFAULT" into the "Proxy server:port" field. Once you have entered the details, click the Text Proxy link to make sure that Insight can access http://www.tascsoftware.co.uk. <br> <br>
  
*'''Your Web Proxy details'''
+
==Reports==
:Enter either DEFAULT in the Proxy server:port field to use the default proxy, or enter the address as either a DNS name or IP address, followed by a colon, and then the port number.  Depending on the proxy you use, you may have to specify access credentials, and possibly even a domain.
 
  
==Reports==
+
====Use the SIMS Pupil Report field to decide whether to show reports====
*'''Use the SIMS Pupil Report field to decide whether to show reports'''
+
 
:If a user can be identified with a student's contact in SIMS or not reports will be shown (this is the same as not enabling this option).  Enabling this option will base the decision of whether reports are shown or hidden on whether the Pupil Report field in SIMS is selected or not. Hence, if this option is enabled and if the Pupil Report field in SIMS is selected reports will be shown however, if the Pupil Report field in SIMS is not selected then reports will not be shown.
+
If this option is switched on then parents will only be able to see pupils' reports if they have the Pupil Report option ticked in SIMS. <br> <br>
  
 
==SIMS Write-back==
 
==SIMS Write-back==
*'''Activate SIMS write-back for address change requests'''
+
 
*'''Activate SIMS write-back for email address change requests'''
+
====Activate SIMS write-back for address change requests====
*'''Activate SIMS write-back for telephone number change requests'''
+
 
*'''Activate SIMS write-back for telephone notes'''
+
It is possible to allow parents to request to change their address via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[address changes]] page, and if accepted, will write those changes back to SIMS. <br> <br>
*'''Activate SIMS write-back for personal attributes'''
+
 
:Select these options if you don't want SIMS to be updated automatically.
+
====Activate SIMS write-back for email address change requests====
 +
 
 +
It is possible to allow parents to request to change their email address via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[email address changes]] page, and if accepted, will write those changes back to SIMS. <br> <br>
 +
 
 +
====Activate SIMS write-back for telephone number change requests====
 +
 
 +
It is possible to allow parents to request to change their telephone number via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[telephone No. changes|telephone numbers changes]] page, and if accepted, will write those changes back to SIMS. <br> <br>
 +
 
 +
====Activate SIMS write-back for telephone notes====
 +
 
 +
It is possible to allow parents to request to add notes to their telephone number via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[telephone No. changes|telephone numbers changes]] page, and if accepted, will write those changes back to SIMS. <br> <br>
 +
 
 +
====Activate SIMS write-back for personal attributes====
 +
 
 +
It is possible to allow parents to request to change various attributes via the [[personal details]] page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the [[personal attribute changes]] page, and if accepted, will write those changes back to SIMS. <br> <br>
  
 
==Sleuth==
 
==Sleuth==
*'''Sleuth web service address'''
+
 
:If you use Sleuth for behaviour recording and reporting, enter the web service address here.
+
Insight can integrate with Sleuth, which is a behaviour management piece of software. If you are considering bringing in new software for behaviour management, have a look at <span class="plainlinks">[http://www.tascsoftware.co.uk/software/pars-connect/ PARS Connect].</span> <br> <br>
*'''Use Sleuth to provide behaviour details'''
+
 
:Check this to divert Insight to look at Sleuth behaviour.
+
====Sleuth web service address====
*'''Master Sleuth username
+
 
*'''Master Sleuth password
+
If you use Sleuth for behaviour recording and reporting, enter the web service address here. <br> <br>
:You will have been given these passwords already by the vendor.
+
 
 +
====Use Sleuth to provide behaviour details====
 +
 
 +
This option will need to be turned on if you want Insight to collect behaviour information from Slueth. <br> <br>
 +
 
 +
====Master Sleuth username====
 +
 
 +
Enter the username into this field. <br> <br>
 +
 
 +
====Master Sleuth password====
 +
 
 +
Enter the password into this field. <br> <br>
  
 
==SMS==
 
==SMS==
===TextAnywhere===
 
  
Insight can use the TextAnywhere SMS gateway to send test messages. If you already have an account with TextAnywhere, enter the authorisation information here. You can modify the welcome SMS message in a similar way to the email message. If you want replies to outgoing SMS messages to be collected by an email address, enter that address in the 'Email address for SMS replies' field.
+
To send SMS messages using Insight, you will need an account with either <span class="plainlinks">[http://www.textanywhere.net/ Text Anywhere] or [https://www.teachers2parents.co.uk/ Teachers2Parents]</span>. <br> <br>
 +
 
 +
====Your Textanywhere TASC authorisation number====
 +
 
 +
Once you have created an account with Text Anywhere contact us to receive your authorisation code. This is required to send SMS messages. <br> <br>
 +
 
 +
====Use SSL for SMS sending====
 +
 
 +
If you want to contact the Text Anywhere servers using an SSL connection then this option needs to be turned on. This is not normally required. <br> <br>
 +
 
 +
====Your Textanywhere client identifier====
 +
 
 +
Enter the Identifier of your Text Anywhere account. The Identifier is not an email address. <br> <br>
 +
 
 +
====Your Textanywhere client password====
 +
 
 +
Enter your Text Anywhere password here. <br> <br>
 +
 
 +
====Email address for SMS replies====
  
 +
If you want replies to outgoing SMS messages to be collected by an email address, enter that address into this field. <br> <br>
  
*'''Your Textanywhere TASC authorisation number'''
+
====Fixed originator string====
:Please contact us directly to receive this code.
 
  
*'''Use SSL for SMS sending'''
+
By default, SMS messages will appear in users' phones as if they have been sent from a random phone number. You can enter a name of up to 11 characters into this field, and all SMS messages will appear to come from that name rather than from a phone number. Doing this means that users will not be able to reply to SMS messages. <br> <br>
:You can contact the TextAnywhere using SSL.
 
  
*'''Your Textanywhere client identifier'''
+
====Introductory message for SMS====
  
*'''Your Textanywhere client password'''
+
This is the message that will be used if you send information to users via the [[password notification]] page. The following mail merge fields can be used: <br> <br>
:The client identifier and password are provided by TextAnywhere.
 
  
*'''Email address for SMS replies'''
+
{| class="wikitable"
:If an email address is entered here then SMS replies will be sent to this email address rather than INSIGHT.
+
! style="width: 200px;" | Mailmerge field
 +
! style="width: 450px;" | Meaning
 +
|-
 +
| {addressee} || The user's addressee field, taken from the Contact details window in SIMS
 +
|-
 +
| {county} || The county of the contact's address
 +
|-
 +
| {country} || The country of the contact's address
 +
|-
 +
| {district} || The district of the user's address
 +
|-
 +
| {email} || The email address of the user
 +
|-
 +
| {forename} || The forename of the user
 +
|-
 +
| {fullname} || The fullname of the user
 +
|-
 +
| {honours} || The user's honours, as taken from SIMS
 +
|-
 +
| {housename} || The name of the user's house
 +
|-
 +
| {housenumber} || The number of the user's house
 +
|-
 +
| {linkedstudents} || This will show a list of students linked to the user
 +
|-
 +
| {linkedstudentstable} || This will show a list of students linked to the user, presented in a table
 +
|-
 +
| {multilineaddress} || The address of the user, formatted on multiple lines
 +
|-
 +
| {pagebreak} || A pagebreak
 +
|-
 +
| {password} || The user's password (this will only work for randomly generated passwords)
 +
|-
 +
| {postcode} || The user's postcode
 +
|-
 +
| {salutation} || The user's salutation, taken from the Contact details window in SIMS
 +
|-
 +
| {schooladdress} || The school's address
 +
|-
 +
| {schoollogo} || The school's logo
 +
|-
 +
| {singleLineAddress} || The user's address on a single line
 +
|-
 +
| {street} || The street the user lives on
 +
|-
 +
| {surname} || The user's surname
 +
|-
 +
| {title} || The user's title i.e. Mr or Mrs
 +
|-
 +
| {todaysdate} || The calendar date
 +
|-
 +
| {town} || The town the user lives in
 +
|-
 +
| {username} || The user's username
 +
|} <br>
  
*'''Fixed originator string'''
+
====Forgotten password message for SMS====
:Rather than appearing to arrive from an unknown five digit number, you can specify up to eleven characters as an originator string.
 
  
*'''Introductory message for SMS'''
+
This is the message that will be used is users request a password reminder from the login page, and they do not have an email address (Insight will send an email instead, if possible). The same mail merge fields are available as in the preference above. <br> <br>
:This is the message used when [[Password notification| notifying users of their password]] via SMS.
 
  
*'''Forgotten password message for SMS'''
+
====URL used to access the teachers2parents server====
:This is a default message when sending an SMS message in response to a forgotten password request.  You can use the same fields here as for the mail message.
 
  
===Teachers2Parents ===
+
If you have created a teachers2parents account then enter the URL here. <br> <br>
*'''URL used to access the Teachers2Parents server'''
 
:Enter the address to the Teachers2Parents  API page
 
*'''Username used to authorise against the Teachers2Parents server'''
 
*'''Password used to authorise against the Teachers2Parents  server'''
 
:The username and password are provided by Teachers2Parents .
 
  
 +
====Username used to authorise against the teachers2parents server====
  
 +
Enter the username for your teachers2parents account. <br> <br>
  
When you have configured Insight to use your selected supplier, you can use the "Send a test SMS" link to test your configuration.  Enter a mobile number to send a message to in the popup dialogue and click Ok.  You will be shown a message detailing the results of the test.
+
====Password used to authorise against the teachers2parents server====
 +
 
 +
Enter the password for your teachers2parents account. <br> <br>
  
 
==Umbrella==
 
==Umbrella==
*'''URL of the Insight Umbrella service if used'''
+
<!-- It's a way of syncing login passwords across multiple schools. So if two schools in a chain have each have one brother from a family, the parents can have the same username and password to log in to each copy of Insight. We don't really want schools using this. -->
:If user changes are to be sent to an umbrella service, enter the URL here.
+
If you are using the Insight Umbrella service then enter the relevant details in this section. <br> <br>
*'''URL of this insight installation for the Umbrella service to use'''
+
 
:Enter the accessible URL to your Insight installation.
+
====URL of the Insight Umbrella service if used====
 +
 
 +
Enter the URL for the Insight Umbrella service, which is installed separately to Insight. <br> <br>
 +
 
 +
====URL of this Insight installation for the Umbrella service to use====
 +
 
 +
This field needs to contain an externally accessible address for the installation of Insight you are currently using. <br> <br>
  
 
==User creation==
 
==User creation==
*'''Never use email addresses for usernames when synchronising parents'''
+
 
:Email addresses can change, which could cause confusing, and additionally email addresses for external domains are not valid usernames for Active Directory purposes, so you may want to use this option to ensure everyone has similarly styled usernames.
+
====Never use email addresses for usernames when synchronising parents====
*'''Only create users for contacts with parental responsibility'''
+
 
:Checking this option means that users will not be created for contacts without parental responsibility
+
If this preference is switched off, then all parents will be issued with a randomly generated username. The username will be the first few characters from the user's surname followed by some numbers. If this preference is switched off, then Insight will use the user's email address as the username where available and create a random username if there is no valid email address to use. <br> <br>
*'''Only create users for contacts with Priority 1'''
+
 
:It is possible but unusual to have more than one Priority 1 contact; checking this option means that only Priority 1 contacts will be made into users.
+
====Disregard contacts with no email in SIMS====
*'''When considering contacts with Priority 2 or lower, only create users for non-cohabitees of the student'''
+
 
:If you are allowing users to be created for lower priority contacts, enabling this option prevents duplication of "household" accounts by only creating accounts for non-cohabiting lower priority contacts.
+
This option will prevent accounts being created for any parents who do not have an email address in SIMS. <br> <br>
*'''Disregard contacts with no email in SIMS'''
+
 
:If users do not have passwords in SIMS then accounts will not be created by selecting this option.
+
====Deactivate a user's links when the contact has no email in SIMS, and previously an email was found====
*'''Deactivate a user's links when the contact has no email in SIMS, and previously an email was found'''
+
 
:If you are using the presence or otherwise of a contact's email address in SIMS to denote 'IT active', you can deactivate links during a [[Add/Edit/Delete Users|Synch]] operation based on this preference.
+
When a [[users#synchronisation|sync]] is performed, any users who do not have an email address will have their account deactivated. <br> <br>
*'''Create users for contacts with court orders'''
+
 
:By default users will not be created for contacts with court orders, but this can be achieved if required by checking this option
+
====Date Of Leaving grace days before considered Off Roll====
 +
 
 +
By default, Insight will prevent any information being shown for pupils who are off roll. However, parents and pupils may still want to access the information in Insight once they leave the school, for example to find their [[exam results]]. If you want to allow users to do this, enter the number of days after the pupil has been marked as off roll for their information to be made available. <br> <br>
 +
 
 +
====Largest number of days in the future for admission dates of applicants====
 +
 
 +
Insight can create accounts for parents of pre admission students. This setting defines the number of days before the students' admission date that Insight will create accounts for the students' contacts. <br> <br>
  
 
==Vocabulary==
 
==Vocabulary==
  
Parents may have access to a progress indicator on their Snapshot screen, which can display either flags or 'thumbs up' and 'down' symbols. To explain these, you can enter three words of your choice to represent "good enough", "border line" and "worse".
+
This section is used to change the words used in Insight to match your school's vocabulary. <br> <br>
 +
 
 +
====Word used in place of Detentions====
 +
 
 +
Enter the word you want to use in place of "detentions". This will appear in multiple places, such as on the [[snapshot]] page and the title of the [[detentions]] page. <br> <br>
 +
 
 +
====Word used in place of Behaviours====
 +
 
 +
Enter the word you want to use in place of "behaviours". This will appear in multiple places, such as on the [[snapshot]] page and the title of the [[behaviours]] page. <br> <br>
 +
 
 +
====Word used in place of Achievements====
 +
 
 +
Enter the word you want to use in place of "achievements". This will appear in multiple places, such as on the [[snapshot]] page and the title of the [[achievements]] page. <br> <br>
 +
 
 +
====Define snapshot red/thumbs down====
 +
 
 +
On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable", "Acceptable" or "Concern". <br> <br>
 +
 
 +
Enter the word you would like Insight to use in place of "Unacceptable" when referring to behaviour or exclusions. <br> <br>
 +
 
 +
This will only take effect where the [[role options]] "Alerts" and "including Behaviour" or "including Exclusion" are switched on, from the snapshot section. <br> <br>
 +
 
 +
====Define snapshot green/thumbs up====
 +
 
 +
On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable", "Acceptable" or "Concern". <br> <br>
 +
 
 +
Enter the word you would like Insight to use in place of "Acceptable" when referring to behaviour or exclusions. <br> <br>
 +
 
 +
This will only take effect where the [[role options]] "Alerts" and "including Behaviour" or "including Exclusion" are switched on, from the snapshot section. <br> <br>
 +
 
 +
====Define snapshot amber/yellow card====
 +
 
 +
On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable", "Acceptable" or "Concern". <br> <br>
 +
 
 +
Enter the word you would like Insight to use in place of "Concern" when referring to behaviour or exclusions. <br> <br>
 +
 
 +
This will only take effect where the [[role options]] "Alerts" and "including Behaviour" or "including Exclusion" are switched on, from the snapshot section. <br> <br>
 +
 
 +
====Define snapshot green/thumbs up for Attendance====
 +
 
 +
On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable attendance", "Acceptable attendance" or "Concerning attendance". <br> <br>
 +
 
 +
Enter the word you would like Insight to use in place of "Acceptable attendance" when referring to attendance. <br> <br>
 +
 
 +
This will only take effect where the [[role options|role option]] "Alerts" is switched on from the snapshot section. <br> <br>
 +
 
 +
====Define snapshot amber/yellow card up for Attendance====
 +
 
 +
On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable attendance", "Acceptable attendance" or "Concerning attendance". <br> <br>
 +
 
 +
Enter the word you would like Insight to use in place of "Concerning attendance" when referring to attendance. <br> <br>
 +
 
 +
This will only take effect where the [[role options|role option]] "Alerts" is switched on from the snapshot section. <br> <br>
 +
 
 +
====Define snapshot red/thumbs down up for Attendance====
 +
 
 +
On the [[snapshot]] page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable attendance", "Acceptable attendance" or "Concerning attendance". <br> <br>
 +
 
 +
Enter the word you would like Insight to use in place of "Unacceptable attendance" when referring to attendance. <br> <br>
 +
 
 +
This will only take effect where the [[role options|role option]] "Alerts" is switched on from the snapshot section. <br> <br>
 +
 
 +
====Phrase used in place of Aspect Name====
 +
 
 +
On the [[assessments]] page Insight will display a column with the header "Aspect name". This column will show the name of the aspect or element for which the pupil has a grade (i.e. "Maths Target Grade") <br> <br>
 +
 
 +
Enter the word you would like to use in the column header, in place of "Aspect name". <br> <br>
 +
 
 +
====Phrase used in place of Result block====
 +
 
 +
On the [[assessments]] page Insight can group pupils' grades together based on the data entry period e.g. "Year 7 Autumn Term". If this grouping is being used then users will see an expandable item which will be called "Result block: [name of data entry period]". <br> <br>
 +
 
 +
Enter the word you would like to use in place of "Result block". <br> <br>
 +
 
 +
This will only take effect where the [[role options|role option]] "Show result block" from the assessments section is switched on. <br> <br>
 +
 
 +
====Phrase used in place of Level====
 +
 
 +
On the [[assessments]] page Insight can display a column with the header "Level". This column will show a portion of the aspect name. The other portion of the aspect name will be shown in the Aspect name column header. <br> <br>
 +
 
 +
This will only take effect where the [[role options|role option]] "Attempt level split on aspect name" from the assessments section is switched on. <br> <br>
 +
 
 +
Enter the word you would like to use in the column header, in place of "Level". <br> <br>
 +
 
 +
====Phrase used in place of Result====
 +
 
 +
On the [[assessments]] page Insight will display a column with the header "Result". This column will show pupil's grade(s). <br> <br>
 +
 
 +
Enter the word you would like to use in the column header, in place of "Result". <br> <br>
 +
 
 +
====Phrase used in place of More reports====
 +
 
 +
On the [[:Category:Reports|reports]] page, Insight will allow parents to view the most recent document from the pupil's linked documents in SIMS. Older documents will be available to users via a button called "More reports".
 +
 
 +
Enter the word you would like to use in place of "More reports". <br> <br>
 +
 
 +
====Phrase used in place of assignments Pending====
 +
 
 +
On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. <br> <br>
 +
 
 +
"Pending" is the word used when an assignment has been given to a pupil and they have not yet handed it in, and the due date is in the future (the homework is not overdue). <br> <br>
 +
 
 +
This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. <br> <br>
 +
 
 +
====Phrase used in place of assignments Complete====
 +
 
 +
On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. <br> <br>
 +
 
 +
"Complete" is the word used when an assignment has been given to a pupil and they have handed it in before or on the due date (the homework was not submitted late). <br> <br>
 +
 
 +
This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. <br> <br>
 +
 
 +
====Phrase used in place of assignments Overdue====
 +
 
 +
On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. <br> <br>
 +
 
 +
"Overdue" is the word used when an assignment has been given to a pupil and they have not yet handed it in, and the due date is in the past (the homework is overdue). <br> <br>
 +
 
 +
This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. <br> <br>
 +
 
 +
====Phrase used in place of assignments Exception====
 +
 
 +
On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. <br> <br>
 +
 
 +
"Exception" is the word used when an assignment has not been given to a pupil as they were excused from completing it. <br> <br>
 +
 
 +
This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. <br> <br>
 +
 
 +
====Phrase used in place of assignments Very overdue====
 +
 
 +
On the [[assignments]] page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc. <br> <br>
 +
 
 +
"Overdue" is the word used when an assignment has been given to a pupil and they have not yet handed it in, and the due date is 14 days or more in the past (the homework is at least 2 weeks overdue). <br> <br>
 +
 
 +
This will only take effect where the [[role options|role option]] "Show status column" from the assignments section is switched on. <br> <br>
 +
 
 +
====Phrase used in place of assignments Submission in class====
 +
 
 +
When creating a homework assignment via the [[manage assignments]] page, staff will have an option to for "Submission in class". If this option is not used then pupils will be allowed to submit documents via Insight. <br> <br>
 +
 
 +
Enter the word that you would like Insight to use in place of "Submission in class". <br> <br>
 +
 
 +
====Phrase used in place of student event slot====
 +
 
 +
When creating student events via the [[manage student events]] page, the default name given to each slot will be "student event slot". <br> <br>
  
 +
Enter the word that you would like Insight to use in place of "student event slot". <br> <br>
  
*'''Word used in place of Detentions'''
+
[[Category:Management]]
*'''Word used in place of Behaviours'''
+
[[Category:Technical]]
*'''Word used in place of Achievements'''
 
*'''Define snapshot red/thumbs down'''
 
*'''Define snapshot green/thumbs up'''
 
*'''Define snapshot amber/yellow card'''
 
*'''Define snapshot green/thumbs up for attendance'''
 
*'''Define snapshot amber/yellow card for attendance'''
 
*'''Define snapshot red/thumbs down for attendance'''
 
*'''Phrase used in place of Aspect Name'''
 
*'''Phrase used in place of Result block'''
 
:Specify your own terminology here if you do not use the defaults.
 

Latest revision as of 15:04, 7 November 2022

This page details each of the preferences for Insight. This page is expansive and is not suited to being used as guide when configuring the system but rather should be used a reference for Insight preferences only.

Contents

Welcome letter

Passwords are sent to parents via the password notification page via printed documents, email or SMS. The Welcome letter is the template used for printed documents.

Clicking the Edit Button opens a text editor to define the message sent to parents. The following merge fields can be used:

Mailmerge field Meaning
{addressee} The user's addressee field, taken from the Contact details window in SIMS
{county} The county of the contact's address
{country} The country of the contact's address
{district} The district of the user's address
{email} The email address of the user
{forename} The forename of the user
{fullname} The fullname of the user
{honours} The user's honours, as taken from SIMS
{housename} The name of the user's house
{housenumber} The number of the user's house
{linkedstudents} This will show a list of students linked to the user
{linkedstudentstable} This will show a list of students linked to the user, presented in a table
{multilineaddress} The address of the user, formatted on multiple lines
{pagebreak} A pagebreak
{password} The user's password (this will only work for randomly generated passwords)
{postcode} The user's postcode
{salutation} The user's salutation, taken from the Contact details window in SIMS
{schooladdress} The school's address
{schoollogo} The school's logo
{singleLineAddress} The user's address on a single line
{street} The street the user lives on
{surname} The user's surname
{title} The user's title i.e. Mr or Mrs
{todaysdate} The calendar date
{town} The town the user lives in
{username} The user's username
{url} The School's INSIGHT URL


Login text

This allows you to add text to the login screen for users. Click the Edit Button to open the text editor and enter your message.

Prefs logintext1.jpg



Login footer text

By default Insight will show information at the bottom of the login page. You can overwrite this with your own information if desired, by entering text into this field.

Ad-hoc data collection groups

From time to time, you may require the parents of a set of students to check their and their children's personal details for completeness and correctness. This can be triggered globally using the following role option:
General > Personal details > Allow new contact entry (On)

Alternatively, this can be set to operate only on a set of specific groups. To trigger this setting for a group, the group in question must be a SIMS User Defined Group, containing the students whose contact and medical details require review. Use the green Add button to select a group or groups, and click OK to accept these. All students in your selected groups will have their checked status flags cleared, and to progress in the system, any user connected to these students must review and confirm their personal details are complete and correct.

Notices

Notices (messages to parents) can be seen on the snapshot page or on the notices page. Staff or admin users can send notices using the notice composer page (depending on their role options).

Show these SIMS events

Insight will automatically send some notices to parents. Turn the switches on or off depending on the events for which you would like Insight to notify parents.

Order newest notices first

If this is switched on then notices will be ordered so that the newest notices appear at the top of the list. The alternative is for the notices to be ordered in reverse, so the oldest messages will appear at the top.

Use 24hour times

Notices will display the time that they were sent. Use this option to decide whether to use 12 or 24 hour times.

Push message to use when new notices are created

The Insight app will create push notification messages when the user receives a notice. Use this field to define the text that is used for the push notification.

Notice to use for Unexplained absence

Insight will automatically generate notices for users when a student has unexplained absences on their attendance record. This field defines the message that will be generated for users.

App

Use this title for app compatible user defined pages

The Insight app will display user defined pages if possible. The default title of the menu item in the app is "Documents", but can be changed using this preference.

Assessments

Only show the most recent resultset-less Assessment Manager grades

Assessment Manager aspects which do not have result sets will only display one grade per student in SIMS. However if a new grade is entered to overwrite the old one, the old grade does not get deleted and stays in the database.

If this preference is off, then all previous grades will be shown. If this preference is on then only the most recent grade will be shown.

Perform colourisation of Assessment Manager grades

It is not recommended that you use this option.

Insight can attempt to apply colours to grades that are taken from Assessment Manager. However, the colours given to grades can vary between marksheets, users and grade sets, therefore the resulting colourisation may not perform as expected. Additionally this feature is server-intensive, which could result in slower page load times for users.

Assignments

Remaining assignment days to student users an reminder email

Students can automatically be sent a reminder email a few days before their assignments are due to be handed in. Setting this to 0 disables the feature so that no emails are sent.

In order for this to work you must enter your mail server details into the email section of preferences, otherwise Insight will not be able to send any emails. The Keep Alive service must also be running, which will periodically check to determine if any emails need to be sent (amongst other duties). Finally you must have purchased the AD links module to allow students to have their own Insight accounts.

Attendance

Hide attendance menu items for the following years (separated by the + symbol)

This setting can be used to hide all from users when they are viewing pupils in specific year group. Sometimes schools will use this to remove attendance information from 6th form students.

Enter the year groups for which you would like attendance to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13

Hide the Report Absences menu item for the following years (separated by the + symbol)

As above, this setting hides the report absences menu item from users when viewing students in specific year groups. Enter the year groups for which you would like attendance to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13

Hide term dates on the default banner

If this is switched on then the school term dates will not appear in the banner at the top of Insight.

Hide marks in attendance summaries for the current day

This hides today's marks from the attendance summary and lesson summary page. Today's marks can also be shown on the snapshot page so if you want to hide today's marks altogether you may need to alter the user role options in addition to using this preference.

The number of days taken to validate attendance marks for attendance summaries (-1 for current week)

This preference works in tandem with "Hide marks in attendance summaries in the validation range", the preference directly below.

This preference sets a period of time where attendance marks unvalidated, meaning that they will either be highlighted as potentially incorrect or hidden altogether, depending on the preference below.

If this preference is set to zero then it will have no effect. If the validation range is set to -1 then all marks in the current week (Monday - Sunday) will be caught in the validation period. If the preference is set to any other number then the validation period will be that number of days.

Note that this will affect the attendance summary and lesson summary pages, but not the snapshot page which can also show attendance marks. Therefore you may also need to alter the user role options for the snapshot page.

Hide marks in attendance summaries in the validation range

This preference works in tandem with the one above, which creates a validation period (see above for details). If this preference is on then the attendance marks in the validation period will be completely hidden.

Only use AM sessions

This will hide all PM marks, so that parents only see marks for lessons and AM registration.

Batch PDF conversion

Insight has a batch pdf feature, which can be used to upload, convert or email documents. Conversion allows existing word and xml documents in SIMS to be converted to a pdf format. The upload process can be used to upload several pdf documents to SIMS at once, from a folder. The email process is used to send copies of the pupils' reports to their parental contacts.

User name of machine administrator for second stage impersonation

Enter the username of the account used to access the IIS server for conversions. See batch PDF operations for more information about this feature.

Password of machine administrator for second stage impersonation

Enter the password of the account used to access the IIS server for conversions. See batch PDF operations for more information about this feature.

Create ISO 19005.1 compliant PDF

Enable this if you need the PDF files produced by batch PDF conversion to be compliant with the ISO 19005.1 standard. This is very rarely required.

Behaviour

Multiply behaviour points by this factor

The points value of all behaviour incidents in Insight will be multiplied by this number. If the setting is blank, the behaviour incidents will have their normal points value.

Hide behaviour menu items for the following years (separated by the + symbol)

This setting can be used to hide all behaviour menu items from users when they are viewing pupils in specific year group.

Enter the year groups for which you would like behaviour to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13

The number of days taken to validate behaviour records

This setting is used to hide behaviour incidents for a number of days before they are visible to parents. If this is set to 0 it will have no effect (behaviour incidents are visible as soon as they are recorded).

Email

The details in this section must be properly configured in order for Insight to be able to send emails.

Your SMTP server name or IP address

The is the name or address or your SMTP server, which Insight will use to send emails.

Username used to authorise against the SMTP Server

A username for an account to access the SMTP server. Depending on your setup, this may not be required.

Password used to authorise against the SMTP Server

A password for an account to access the SMTP server. Depending on your setup, this may not be required.

Your Reply To email address

When Insight sends emails, the emails will appear to be sent from the email address that you enter here. This does not need to be a real email address - you can enter anything you like and all emails sent from Insight will look as if they have come from that address. If you don't want parents to reply, consider entering "noreply@school.sch.uk" or something similar.

Prefs emailreplyto1.jpg

Prefs emailfrom.jpg

Optional display name for sender

Emails from Insight will have a reply to email address (as explained above) and can also have a display name.

Prefs displayname1.jpg

Prefs emailfromname.jpg

Message text for password resets

This is preference is used to configure the email that Insight will send to parents when they have forgotten their password and it needs to be reset. This is related to a login preference for hashing passwords.

If passwords are not being hashed then parents will never need to reset their passwords therefore you could ignore this preference. If passwords are being hashed then if parents have changed their password (i.e. they are not using randomly generated password generated when their account was created) and they forget their password, Insight will not be able to email their password to them. Instead the parent will receive an email allowing them to generate a new random password.

Use this preference to define the email that will be sent to parents if they need to reset their password. Parents will receive an email which contains a link. They need to click on the link which will take them to Insight. Once that has been done a second email will be sent to them containing their new password.

You can use the following merge fields in your message. Note that {link} must be included, otherwise parents will not have a link to click on and will not be able to reset their password.

Merge field Output
{link} The hyperlink that parents need to click on to reset their password
{salutation} The parent's salutation
{username} The parent's Insight username
{title} The user's title i.e. Mr or Mrs
{forename} The parent's forename
{surename} The parent's surname
{fullname} The parent's full name (forename and surname)
{email} The parent's email address
{addressee} The parent's addressee field, as taken from SIMS
{schooladdress} Your school's address
{todaysdate} The calendar date


Example
Dear {salutation}, to reset the password for your Insight account, {username}, please click on the link below. Once you have clicked on the link a second email will be sent to you containing your new password.
{link}

Regards,
School

Enable SSL for SMTP

If you need to use SSL to send emails then switch this on.

Optional port to use for SMTP (leave empty for default)

Specify a port to use on the SMTP server, if required.

Maximum number of concurrent asynchronous connections

This is the maximum number of emails that Insight will attempt to send through SMTP concurrently. The higher this setting, the faster Insight will be able to send emails. However if the number is too high, the SMTP server may refuse to send some or all of the messages.

Code inserted into subject fields used for spam rules on internal email

If you find that emails from Insight are being marked as spam, you can use this preference to add text to the subject of all emails sent via Insight. You can then configure your spam rules to allow emails with that text in the subject.

Hide the school's email address on the default banner

The school email address will be removed from the banner at the top of Insight, unless the school email address has been typed into the banner text preference, in which case you would need to remove it from that preference.

Introductory message for Email

Passwords are sent to parents via the password notification page via printed documents, email or SMS. The Introductory message for Email is the template used for emails.

Type your message into the text box. You can use the following merge fields:

Mailmerge field Meaning
{username} The user's username
{password} The user's password (this will only work for randomly generated passwords)
{email} The email address of the user
{salutation} The user's salutation, taken from the Contact details window in SIMS
{title} The user's title i.e. Mr or Mrs
{forename} The forename of the user
{surname} The user's surname
{fullname} The fullname of the user
{addressee} The user's addressee field, taken from the Contact details window in SIMS
{honours} The user's honours, as taken from SIMS
{linkedstudents} This will show a list of students linked to the user
{linkedstudentstable} This will show a list of students linked to the user, presented in a table
{schooladdress} Your school's address
{todaysdate} The calendar date


Forgotten password message for Email

This is the message that will be sent to parents when they have forgotten their password and their password has not been hashed. Hashing passwords is an added security measure that can be turned on or off, using a preference in the login section.

Type the message that parents should receive when requesting a password reminder. The message will be sent to them via email and you can use any of the merge fields found in the preference above.

Note that you should always include the {password} merge field in this message.

Message to send when a username changes as a result of an email address change

There is a feature called Match which is available on the users page in Insight. This will update parents' usernames to match their email addresses. When this happens parents' usernames will change, so Insight will automatically email all affected parents to inform them of the changes.

Enter a message that will be sent to parents when their username changes. You can use any of the merge fields in the Introductory message for email section (above), as well as the following two:

Merge field Output
{oldemail} This will show the parent their old email address
{newemail} This will show the parent their new email address


Redirect all "contact" emails to this address

Insight offers the facility for parents to send emails to staff (without revealing staff email addresses). This preference is used to redirect all of these parental emails to a central email address (typically the school office). The emails can then be redistributed to the relevant people.

If this preference is empty then emails will go directly to staff members' email addresses. If you enter an email address into this preference then all emails sent by parents to teachers will arrive at this email address and will not be sent to teachers. If you want to use multiple email addresses separate them with semicolons.

Redirect all "contact" emails to this address

Similar to the preference above, send a copy of all contact emails to one or more given email addresses.

Text to display in the forgotten password box

Enter text that will appear next to the password reset section of the login page.

Forgottenpassword1.jpg

Address to send forgotten password requests to when the user has no email of their own

Insight has methods to send passwords to parents if they forget their password, however this can only work if the parent has provided contact details. If Insight cannot contact the parent then a staff member needs to be notified so that they can reset the parent's password and give the details to the parent.

Insight will send an email notification if an unreachable parent has forgotten their password. Enter the email address that Insight should use for these notifications. If you want to use multiple email addresses separate them with semicolons.

Send emails to these addresses when an absence is requested

The report absences page allows parents to notify the school of the reasons for pupil absence. When a parent does this using a date in the future the information will be sent to a member of staff in an email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons.

Send emails to these addresses when an historical absence is reported

The report absences page allows parents to notify the school of the reasons for pupil absence. When a parent does this for an absence that has already happened the information will be sent to a member of staff in an email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons.

Send emails to Form Tutor where possible when an absence is requested

When future absences are reported using the report absences page, send an email to the form tutor.

Send emails to Form Tutor where possible when an historical absence is reported

When current or historical absences are reported using the report absences page, send an email to the form tutor.

Send emails to these addresses when an address change is requested

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons.

Send emails to these addresses when an telephone number change is requested

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons.

Send emails to these addresses when an email address change is requested

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons.

Send emails to these addresses when an attribute change is requested

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons.

Send emails to these addresses when a Parental Consent is changed

Parents are able to update various details using Insight. When a parent changes one of the consents they have given for their child Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons.

Send emails to this address when a notice is saved

The notice composer page allows admin and staff users to send messages to parents and pupils. This setting can be used if you want an email copy of all message sent in this way.

Enter an email address to receive these messages. If you want to use multiple email addresses separate them with semicolons.

Send emails to these addresses when a Medical attribute change is requested

Parents are able to update various details using Insight. When a parent requests to have their details changed Insight will send a notification via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons.

Send emails to these addresses when a forum post is reported

The forums feature in Insight has a facility for parents to report posts that they feel are inappropriate. If this happens Insight will notify a member of staff via email. Enter an email address to use for these notifications. If you want to use multiple email addresses separate them with semicolons.

Send emails to these addresses when a dinner topup fails SIMS validation checks

This option will trigger INSIGHT to send an email to a specific email address when an attempt to top up a dinner account in INSIGHT fails SIMS validation/authentication.

Send emails to these addresses when Report Feedback is entered

This option will send an email to a specific email address whenever 'report feedback' is entered by a parent after having viewed a student's report.

Disclaimer to appear on the bottom of all emails sent from INSIGHT

This allows text to be added to the bottom of all emails that are generated from INSIGHT.

Exams

Hide exam menu items for the following years (separated by the + symbol)

This setting can be used to hide all exam menu items from users when they are viewing pupils in specific year group. Typically students will not have exams during year 7, 8 or 9 so this preference can be used to hide exam menu items from parents of these children.

Enter the year groups for which you would like exams to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13

Number of days to hold back exam results

This setting creates an embargo in Insight for your exam results. Enter a number of days that you want Insight to hold back exam results, the results will be released that many days after they were uploaded to SIMS. Insight will always release the exam data at 6am.

Number of days to hold back exam results for years 12 and up

As above but this setting applies to years 12 and above only.

Number of days to hold back exam results for years 12 and up

This setting is the same as above, but applies to year 12 and higher.

Exchange calendar

If you want PARS to communication with your Exchange calendar then you need to enter the connection details in this section.

URL of Exchange Web Services - please include protocol and EWS/exchange.asmx

As above.

Username of user to connect to Exchange Web Services

As above.

Password of user to connect to Exchange Web Services

As above.

Domain of user to connect to to Exchange Web Services

As above.

Lesson marks

Hide all references to lesson marks

This setting will remove all lesson marks so that parents only see information for AM and PM sessions.

Login

Show store links on login screen

This preference allows an icon to appear at the bottom right of the Insight login page. The icon gives links to download the Insight app from either the play store or app store. There is also a QR code which is used by the app.

Time between logout reminders

Insight will periodically remind parents to logout, using a message that appears at the bottom of the page. Enter the number of minutes for the interval of these logout reminders.

Prefs logoutreminder1.jpg

Check parental users against current SIMS contacts at login

By default Insight will assume that all parents who have active accounts in Insight are supposed to be able to login. This option will force Insight to check that a parent has the necessary criteria in SIMS (according to your user creation rules) when logging in and if they do not, Insight will not allow them to log in.

It is not recommended that you use this preference. In practice parents' details rarely change in SIMS and checking their details will increase the amount of time taken for parents to login.

Message to use when sending PINs

Two factor authnetication can be used in Insight when users are logging in. This means that the user will need to provide a PIN number in addition to their username and password.

If you have required users to provide PIN numbers then a message will be sent to them after they provide their username and password. This preference is used to define the message that is sent. Insight will send the PIN by either email or SMS (there is a preference that determines which method is preferred). If the PIN cannot be sent by email or if you have set Insight to prefer using SMS the PIN will be sent by SMS. Due to this, you should keep the message fairly short.

When users enter their username and password a message on the login page will explain that a PIN has been sent to them, so you do not need to explain this in the message. You can use the following merge fields in your message:

Merge field Output
{PIN} Shows the user's PIN number
{validuntil} PIN numbers are temporary and will expire after some time. This shows the user the time that their PIN will expire


Allow unreachable users to bypass PINs

When PIN numbers are being used Insight will try to send the PINs via email or SMS. If a parent does not have an email address or a mobile number then it is impossible for them to receive their PIN number. This preference allows those users to log in without the need to provide a PIN number.

Prompt parental users without email addresses to supply an email address at log on

This preference will ask parents to provide an email address when they log in, if they have not already provided one. This prompt will happen every time the parent logs in until they provide an email address.

Allow generated PINS to last all day or until a failed login attempt

PIN numbers are temporary and will expire after a period of time. By default, PIN numbers for Insight have a lifespan of 5 minutes. This setting can be used to allow each PIN number to last until midnight or until the user enters an incorrect PIN number 3 times.

Extension time in minutes to PIN expiry

PIN numbers are temporary and will expire after a period of time. By default, PIN numbers for Insight have a lifespan of 5 minutes. This setting will add a number of minutes to the PIN number's lifespan. For example if you set this field to 10, then PINs would survive for 15 minutes (the default 5 plus an extra 10).

Prefer email when sending PINs

This setting will only take effect is PINs are activated. Insight will attempt to use either emails or SMS messages as the default means for delivery. However if the preferred method is not possible (the parent does not have a phone number, you do not have a texting account, etc.) then the second method will be used.

Prefer email when sending password reminders

Insight will attempt to send password reminders using emails rather than SMS messages.

Warning to show when users request the login screen to remember their account details

This is a warning message that will be displayed when a user clicks the Remember Me option on the homepage. "It is not recommended to use this setting on public computers" is a typical message. If this setting is left blank then it will have no effect.

Minimum password length

Users must use at least this many characters when changing their password.

Minimum upper case characters

Users must use at least this many upper case characters when changing their password.

Minimum numeric characters

Users must use at least this many numeric characters when changing their password.

Minimum symbol characters

Users must use at least this many symbols when changing their password.

Hash passwords as they are changed

This setting activates password hashing, which increases the security of passwords. If password hashing is active then once a parent has changed their password, the password will be scrambled in the database so that Insight cannot retrieve it, although parents will still be able to log in.

This would increase the security of passwords, however it does mean that Insight cannot send reminders to parents who have forgotten their passwords. Instead Insight would send a link an email that allows the parent to reset their password to a random string of characters.

Notices

Push message to use when new notices are created

This preference only applies when users are accessing Insight via the Insight app. When a user receives a notice, a notification will also appear on their phone or tablet.

Options offer

Hide options offer menu items for the following years (separated by the + symbol)

This setting can be used to hide the options offer menu item from users when they are viewing pupils in specific year group. This is commonly used, as typically only year 9 and year 11 students will select options.

Enter the year groups for which you would like options offer to be hidden. If there are multiple years, you can separate them using a plus symbol e.g. 12+13

Parents evenings

Limit parents evening bookings to one booking per member of staff per evening per user

If this option is active then each parent will only be able to make one booking with each member of staff, during each parents evening.

An exception to this rule can be made when a child is taught be the same teacher in more than one class, in which case parents will be able to make one booking per class. There a preference further down this section to enable this.

This will not apply to staff who are making bookings on behalf of parents, unless the preference below is used.

include staff bookings in this limit

Similar to the preference above, this prevents staff from booking more than one appointment for a parent with a single member of staff during a parents evening. This will only take effect if the preference above is also being used.

As above, An exception to this rule can be made when a child is taught be the same teacher in more than one class, in which case parents will be able to make one booking per class. There a preference further down this section to enable this.

Relax limit for staff with multiple subjects

This preference will only take effect if you are using the preferences above to limit the number of bookings that parents can have with individual staff. An exception to the limit will be made when a child is taught be the same teacher in more than one class, in which case parents will be able to make one booking per class.

Force a break between parents appointments

This option prevents parents from making back-to-back bookings, so there will always be a free slot before and after each booking.

Text to show when a break is forced between parents appointments

If using the option above, then you can enter text that will be displayed in the breaks on the parents' booking sheets. A typical example is "transit time", which explains to parents the reason they are not able to book back-to-back slots.

Breaks between parents appointments are two slots wide

This can only take effect if using the preference to force a break before and after each slot. When this preference is activated, there will be two breaks before and after each single booking.

Make break exemptions for consecutive appointments with the same member of staff

If you are forcing breaks between bookings, this option can be used to allow parents to make consecutive bookings without having a break forced between them, providing that the bookings are with the same member of staff.

Show staff photos

If this is switched on then parents will see photographs of staff when they are making bookings. If this preference and the one below (to show subject icons) are switched on, then the icon will switch between photographs and subject icons every few seconds. If neither are switched on there will be no image at all.

Show subject icons

If this is switched on then parents will see icons representing the subject that a staff member teaches, when parents are making bookings. If this preference and the one above (to show photographs) are switched on, then the icon will switch between photographs and subject icons every few seconds. If neither are switched on there will be no image at all.

Allow staff to modify notes on their own schedule made by other staff members

Depending on their role options, some staff may be able to make parents evening bookings on behalf of other staff members and add notes to those bookings. This preference allows staff members to amend the notes made by other staff.

Use all classes run during the year, not just those active on the evening

This preference will allow parents to make bookings with any of the teachers who have taught their child during the academic year.

PARS

The PARS preferences section will only appear if you have selected the PARS Link option in the service controller.

Collect Competition diary events

Diary events for competitions from PARS will be sent to users via notices.

Collect Exam diary events

Diary events for exams from PARS will be sent to users via notices.

Collect Literary diary events

Literary diary events from PARS will be sent to users via notices.

Collect Musical diary events

Diary entries for musical events from PARS will be sent to users via notices.

Collect Presentation diary events

Diary events for presentations from PARS will be sent to users via notices.

Collect Sporting diary events

Diary events for sporting activities from PARS will be sent to users via notices.

Collect Visit diary events

Diary events for visits from PARS will be sent to users via notices.

Ignore PARS assignment handin dates

When dealing with assignments from PARS, Insight will not consider an assignment to be late if it was marked by the teacher after the date that it should have been handed in. This is sometimes used where teachers do not have time to record an assignment as having being completed, at the time that it is given to them. This will only take effect if the preference "Collect Assignments from PARS" is switched on.

Use the element schedule end date

On the assessments page, Insight will display a date for each grade. If this preference is switched off, then the date displayed will be the date that the grade was recorded. You can use this preference to standardise all of the dates, so the date displayed will be the end of the data entry period rather than the real date that the grade was entered.

Collect Grades from PARS

This preference allows Insight to take grades from PARS, to display to users.

PARS grade authorisation level (0=all,1=only auth,2=not unauth)

PARS has a feature for grade authorisation, where pupils' grades can be reviewed by a member of staff. Each grade will be authorised or not authorised by the member of staff that reviews the grades.

This setting is used to filter out grades based on their authorisation status. If this option is set to 0, then all grades will be shown. If the option is set to 1 then only grades that have been authorised will be shown and if the option is set to 2, then only unauthorised grades will be shown.

Include PARS communications in notices

PARS has a facility to send emails, SMS messages or letters to parents and/or pupils. If this setting is switched on, then a copy of all messages sent via PARS will be included in the notices in Insight.

Replace Detention issuer name with behaviour incident issuer

It's possible to have a behaviour incident given by one member of staff, and a detention linked to that behaviour incident given by another member of staff (often an admin member from the school office). If you would like all detentions to appear to have been given by the person that recorded the behaviour incident then turn this option on.

Collect Behaviour information from PARS

This setting makes Insight display behaviour information from PARS, and disregard anything that has been recorded in SIMS.

Collect Detention information from PARS

This option needs to be enabled if you wish to display information about detentions recorded in PARS.

Collect Report Card information from PARS

This option needs to be enabled if you wish to display information about on report cards recorded in PARS.

Collect Assignments from PARS

This option needs to be enabled if you wish to display information about homework assignments recorded in PARS.

List rule based merits

When this option is on, any positive behaviour points issued by rule based behaviours will be visible in Insight. If this option is switched off then all positive incidents given by the rules will be hidden.

List rule based demerits

When this option is on, any negative behaviour points issued by rule based behaviours will be visible in Insight. If this option is switched off then all negative incidents given by the rules will be hidden.

Allow users to cash-in based on their Positive points score, instead of their Net points score

The cashing in facility in Insight allows pupils to purchase rewards from a catalogue. Pupils have a budget of points to spend, which is built up through their behaviour.

If this preference is on, then pupils' budgets will only be relative to their positive behaviour points; the more positive points a pupil has, the more points available in the budget. If this preference is switched off then negative points will also be taken into account and will be subtracted from pupils' budgets.

Maintain cashin totals separate to accumulated points totals

This option affects the behaviour summary display on the snapshot page. If this option is switched on then pupils' positive behaviour points and the points they have spent on rewards will be separated into different sections. If this option is switched off then the points that pupils have spend on rewards will be deducted from their positive total.

Cashin snap.jpg



Photographs

Show anonymous images in place of student photographs

At the top left of Insight, there are boxes which can show the photograph of the pupil who is currently being viewed. This preference will replace the actual photograph with an image representing a person.

Show anonymous images in place of student photographs for parents with court orders

This preference will replace the pupil's photograph with an image representing a person for parents with court orders.

Proxy

Your Web Proxy details

The proxy details entered here are required for Insight to be able to communicate with our servers to retrieve your licence details. If you have specific proxy details then enter them into the relevant fields, otherwise enter "DEFAULT" into the "Proxy server:port" field. Once you have entered the details, click the Text Proxy link to make sure that Insight can access http://www.tascsoftware.co.uk.

Reports

Use the SIMS Pupil Report field to decide whether to show reports

If this option is switched on then parents will only be able to see pupils' reports if they have the Pupil Report option ticked in SIMS.

SIMS Write-back

Activate SIMS write-back for address change requests

It is possible to allow parents to request to change their address via the personal details page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the address changes page, and if accepted, will write those changes back to SIMS.

Activate SIMS write-back for email address change requests

It is possible to allow parents to request to change their email address via the personal details page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the email address changes page, and if accepted, will write those changes back to SIMS.

Activate SIMS write-back for telephone number change requests

It is possible to allow parents to request to change their telephone number via the personal details page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the telephone numbers changes page, and if accepted, will write those changes back to SIMS.

Activate SIMS write-back for telephone notes

It is possible to allow parents to request to add notes to their telephone number via the personal details page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the telephone numbers changes page, and if accepted, will write those changes back to SIMS.

Activate SIMS write-back for personal attributes

It is possible to allow parents to request to change various attributes via the personal details page. When a parent requests a change, an email will be sent to a nominated email address. If this preference is switched on, then the request will also appear on the personal attribute changes page, and if accepted, will write those changes back to SIMS.

Sleuth

Insight can integrate with Sleuth, which is a behaviour management piece of software. If you are considering bringing in new software for behaviour management, have a look at PARS Connect.

Sleuth web service address

If you use Sleuth for behaviour recording and reporting, enter the web service address here.

Use Sleuth to provide behaviour details

This option will need to be turned on if you want Insight to collect behaviour information from Slueth.

Master Sleuth username

Enter the username into this field.

Master Sleuth password

Enter the password into this field.

SMS

To send SMS messages using Insight, you will need an account with either Text Anywhere or Teachers2Parents.

Your Textanywhere TASC authorisation number

Once you have created an account with Text Anywhere contact us to receive your authorisation code. This is required to send SMS messages.

Use SSL for SMS sending

If you want to contact the Text Anywhere servers using an SSL connection then this option needs to be turned on. This is not normally required.

Your Textanywhere client identifier

Enter the Identifier of your Text Anywhere account. The Identifier is not an email address.

Your Textanywhere client password

Enter your Text Anywhere password here.

Email address for SMS replies

If you want replies to outgoing SMS messages to be collected by an email address, enter that address into this field.

Fixed originator string

By default, SMS messages will appear in users' phones as if they have been sent from a random phone number. You can enter a name of up to 11 characters into this field, and all SMS messages will appear to come from that name rather than from a phone number. Doing this means that users will not be able to reply to SMS messages.

Introductory message for SMS

This is the message that will be used if you send information to users via the password notification page. The following mail merge fields can be used:

Mailmerge field Meaning
{addressee} The user's addressee field, taken from the Contact details window in SIMS
{county} The county of the contact's address
{country} The country of the contact's address
{district} The district of the user's address
{email} The email address of the user
{forename} The forename of the user
{fullname} The fullname of the user
{honours} The user's honours, as taken from SIMS
{housename} The name of the user's house
{housenumber} The number of the user's house
{linkedstudents} This will show a list of students linked to the user
{linkedstudentstable} This will show a list of students linked to the user, presented in a table
{multilineaddress} The address of the user, formatted on multiple lines
{pagebreak} A pagebreak
{password} The user's password (this will only work for randomly generated passwords)
{postcode} The user's postcode
{salutation} The user's salutation, taken from the Contact details window in SIMS
{schooladdress} The school's address
{schoollogo} The school's logo
{singleLineAddress} The user's address on a single line
{street} The street the user lives on
{surname} The user's surname
{title} The user's title i.e. Mr or Mrs
{todaysdate} The calendar date
{town} The town the user lives in
{username} The user's username


Forgotten password message for SMS

This is the message that will be used is users request a password reminder from the login page, and they do not have an email address (Insight will send an email instead, if possible). The same mail merge fields are available as in the preference above.

URL used to access the teachers2parents server

If you have created a teachers2parents account then enter the URL here.

Username used to authorise against the teachers2parents server

Enter the username for your teachers2parents account.

Password used to authorise against the teachers2parents server

Enter the password for your teachers2parents account.

Umbrella

If you are using the Insight Umbrella service then enter the relevant details in this section.

URL of the Insight Umbrella service if used

Enter the URL for the Insight Umbrella service, which is installed separately to Insight.

URL of this Insight installation for the Umbrella service to use

This field needs to contain an externally accessible address for the installation of Insight you are currently using.

User creation

Never use email addresses for usernames when synchronising parents

If this preference is switched off, then all parents will be issued with a randomly generated username. The username will be the first few characters from the user's surname followed by some numbers. If this preference is switched off, then Insight will use the user's email address as the username where available and create a random username if there is no valid email address to use.

Disregard contacts with no email in SIMS

This option will prevent accounts being created for any parents who do not have an email address in SIMS.

Deactivate a user's links when the contact has no email in SIMS, and previously an email was found

When a sync is performed, any users who do not have an email address will have their account deactivated.

Date Of Leaving grace days before considered Off Roll

By default, Insight will prevent any information being shown for pupils who are off roll. However, parents and pupils may still want to access the information in Insight once they leave the school, for example to find their exam results. If you want to allow users to do this, enter the number of days after the pupil has been marked as off roll for their information to be made available.

Largest number of days in the future for admission dates of applicants

Insight can create accounts for parents of pre admission students. This setting defines the number of days before the students' admission date that Insight will create accounts for the students' contacts.

Vocabulary

This section is used to change the words used in Insight to match your school's vocabulary.

Word used in place of Detentions

Enter the word you want to use in place of "detentions". This will appear in multiple places, such as on the snapshot page and the title of the detentions page.

Word used in place of Behaviours

Enter the word you want to use in place of "behaviours". This will appear in multiple places, such as on the snapshot page and the title of the behaviours page.

Word used in place of Achievements

Enter the word you want to use in place of "achievements". This will appear in multiple places, such as on the snapshot page and the title of the achievements page.

Define snapshot red/thumbs down

On the snapshot page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable", "Acceptable" or "Concern".

Enter the word you would like Insight to use in place of "Unacceptable" when referring to behaviour or exclusions.

This will only take effect where the role options "Alerts" and "including Behaviour" or "including Exclusion" are switched on, from the snapshot section.

Define snapshot green/thumbs up

On the snapshot page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable", "Acceptable" or "Concern".

Enter the word you would like Insight to use in place of "Acceptable" when referring to behaviour or exclusions.

This will only take effect where the role options "Alerts" and "including Behaviour" or "including Exclusion" are switched on, from the snapshot section.

Define snapshot amber/yellow card

On the snapshot page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable", "Acceptable" or "Concern".

Enter the word you would like Insight to use in place of "Concern" when referring to behaviour or exclusions.

This will only take effect where the role options "Alerts" and "including Behaviour" or "including Exclusion" are switched on, from the snapshot section.

Define snapshot green/thumbs up for Attendance

On the snapshot page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable attendance", "Acceptable attendance" or "Concerning attendance".

Enter the word you would like Insight to use in place of "Acceptable attendance" when referring to attendance.

This will only take effect where the role option "Alerts" is switched on from the snapshot section.

Define snapshot amber/yellow card up for Attendance

On the snapshot page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable attendance", "Acceptable attendance" or "Concerning attendance".

Enter the word you would like Insight to use in place of "Concerning attendance" when referring to attendance.

This will only take effect where the role option "Alerts" is switched on from the snapshot section.

Define snapshot red/thumbs down up for Attendance

On the snapshot page it is possible to display indicators showing whether a pupil's attendance, behaviour and number of exclusions exclusions are judged as "Unacceptable attendance", "Acceptable attendance" or "Concerning attendance".

Enter the word you would like Insight to use in place of "Unacceptable attendance" when referring to attendance.

This will only take effect where the role option "Alerts" is switched on from the snapshot section.

Phrase used in place of Aspect Name

On the assessments page Insight will display a column with the header "Aspect name". This column will show the name of the aspect or element for which the pupil has a grade (i.e. "Maths Target Grade")

Enter the word you would like to use in the column header, in place of "Aspect name".

Phrase used in place of Result block

On the assessments page Insight can group pupils' grades together based on the data entry period e.g. "Year 7 Autumn Term". If this grouping is being used then users will see an expandable item which will be called "Result block: [name of data entry period]".

Enter the word you would like to use in place of "Result block".

This will only take effect where the role option "Show result block" from the assessments section is switched on.

Phrase used in place of Level

On the assessments page Insight can display a column with the header "Level". This column will show a portion of the aspect name. The other portion of the aspect name will be shown in the Aspect name column header.

This will only take effect where the role option "Attempt level split on aspect name" from the assessments section is switched on.

Enter the word you would like to use in the column header, in place of "Level".

Phrase used in place of Result

On the assessments page Insight will display a column with the header "Result". This column will show pupil's grade(s).

Enter the word you would like to use in the column header, in place of "Result".

Phrase used in place of More reports

On the reports page, Insight will allow parents to view the most recent document from the pupil's linked documents in SIMS. Older documents will be available to users via a button called "More reports".

Enter the word you would like to use in place of "More reports".

Phrase used in place of assignments Pending

On the assignments page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc.

"Pending" is the word used when an assignment has been given to a pupil and they have not yet handed it in, and the due date is in the future (the homework is not overdue).

This will only take effect where the role option "Show status column" from the assignments section is switched on.

Phrase used in place of assignments Complete

On the assignments page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc.

"Complete" is the word used when an assignment has been given to a pupil and they have handed it in before or on the due date (the homework was not submitted late).

This will only take effect where the role option "Show status column" from the assignments section is switched on.

Phrase used in place of assignments Overdue

On the assignments page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc.

"Overdue" is the word used when an assignment has been given to a pupil and they have not yet handed it in, and the due date is in the past (the homework is overdue).

This will only take effect where the role option "Show status column" from the assignments section is switched on.

Phrase used in place of assignments Exception

On the assignments page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc.

"Exception" is the word used when an assignment has not been given to a pupil as they were excused from completing it.

This will only take effect where the role option "Show status column" from the assignments section is switched on.

Phrase used in place of assignments Very overdue

On the assignments page, pupils' homeworks will be given a status which indicates whether the homework has been completed, handed in late, outstanding, etc.

"Overdue" is the word used when an assignment has been given to a pupil and they have not yet handed it in, and the due date is 14 days or more in the past (the homework is at least 2 weeks overdue).

This will only take effect where the role option "Show status column" from the assignments section is switched on.

Phrase used in place of assignments Submission in class

When creating a homework assignment via the manage assignments page, staff will have an option to for "Submission in class". If this option is not used then pupils will be allowed to submit documents via Insight.

Enter the word that you would like Insight to use in place of "Submission in class".

Phrase used in place of student event slot

When creating student events via the manage student events page, the default name given to each slot will be "student event slot".

Enter the word that you would like Insight to use in place of "student event slot".