Difference between revisions of "Synchronisation rules"

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Revision as of 08:30, 14 April 2016


Synchronisation rules are used by Insight to determine which role a parent/student should be placed in. Students may require different roles because of the year group they are in. Parents may require different roles because of their Priority level, whether or not they have Parental Responsibility, whether or not there is a Court Order against them, etc.

The Synchronisation Rules page is used to configure the rules that tell Insight which role(s) should be applied to each user. The roles themselves are configured via the Roles page.

The Synchronisation Rules page

The page is split across two tabs, one for parents and another for students. The rules for parents are more complex than those for students.

Sync rules.jpg



How the Rules Work

Each parent/contact in the SIMS database could be linked to one or more pupils e.g. a Dad has a son and a daughter at school. This represents two contact-pupil links; Dad-Son and Dad-Daughter. Each contact will have a maximum of one account which can be linked to multiple pupils.

The process Insight uses to create users is called a Sync. The Sync will check each contact-pupil link to see what role (if any) should be applied. A role is a set of permissions that determines what information/menu items the contact can see when viewing that particular pupil. This means a contact's account could have multiple roles applied to it i.e. Dad is given a Full Access role when he is viewing his daughter and a Limited Access role when viewing his son.

Each of the Synchronisation rules has criteria and a Role. If a contact-pupil link meets the criteria for the rule, then the Role is applied to the contact-pupil link.

Example

The Ordinal value of the rule is shown in red, the criteria in green and the role in blue.

Sync example.jpg



Imagine a parent has two children at school with the following details in SIMS:

Relationship Priority Parental Responsibility Court Order Cohabiting
Daughter 1 Yes No Yes
Son 2 Yes No No


The parent's relationship with the daughter meets all the criteria of the first rule; the parent is the Priority 1 contact, has Parental Responsibility and does not have a Court Order. Therefore the parent will have the "Main School Parents - Full Access" role when viewing the daughter.

The parent's relationship with the son does not meet the criteria for the first rule. One of the criteria for the first rule is being Priority 1 and the parent is Priority 2. The parent's relationship with the son does meet the criteria for the second rule though so the parent will have the "Main School Parents - Limited Access" role when viewing the son.

The rules at the top of the list take priority over those lower down, so if a parent meets the criteria for a rule at the top of the list, they will always be given a role by that rule and will not be affected by rules lower down the list.

Creating and Editing rules

Existing rules can be reordered by selecting them and clicking the Up or Down buttons at the top right of the page. Rules are created and edited using the Add and Edit buttons at the top left of the page which opens a new page where the criteria and Role for a rule can be set.

Syncrules detail.jpg