Difference between revisions of "Test"

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Parents Evening is an Additional Module within Insight, which allows parents to book appointments online for Parents Evenings at school. <br> <br>
+
The snapshot page gives an overview of information about the student. Various pieces of information can be displayed or hidden on this page. <br> <br>
  
−
=Configuration=
+
The following Role Option is needed to access the Snapshot page: <br>
 +
''General > Snapshot'' (On) <br> <br>
  
−
The following role options are required to configure a parents evening: <br>
+
The page is accessed via: <br>
−
''Manage > Parents Evening'' (On) <br>
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'''General > Snapshot''' <br> <br>
−
''Manage > Parents Evening > Allow access to event management'' (On) <br> <br>
 
  
−
==Creating a Parents Evening==
+
The page can be renamed with the following Role Option: <br>
 +
''General > Snapshot > Alternative menu title'' <br> <br>
  
−
To create a new parents evening go to: <br>
+
=Notification bar=
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'''Manage > Parents Evening''' <br> <br>
 
  
−
Click the '''Add''' button at the top of the page. A new page will open with four tabs. <br> <br> <br>
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[[Image:snapshot_top_bar.png|thumb|The Notification bar of the Snapshot page showing Notices, Assignments and Surveys]]
  
−
<span style="font-size: 120%;">'''Details Tab'''</span> <br>
+
The bar at the top of the page will show coloured boxes if the pupil has any new '''[[notices]]''' or '''[[assignments]]''', or has been invited to take part in any '''[[surveys]]'''. Each of the boxes can be clicked on; this opens an area below the box showing the new notices/assignments/surveys. <br> <br>
−
[[Image:parents_evening_details_tab.jpg|thumb|The Details Tab. Click to expand]]
 
  
−
Enter the name of the Parents Evening in the '''Description''' field. The '''Status''' should remain set to Design for now. Do not select the '''Relax During''' option for now either. See the '''Advanced Configuration''' section below for information regarding this setting. <br> <br>
+
===Notices===
  
−
Enter the '''Date''' for the Parents Evening. By default, Insight will use this date to determine which classes the pupils are in. <br> <br>
+
The notices box can be turned on or off using the following '''[[role options|role option]]''': <br>
 +
''General > Snapshot > Notices'' <br> <br>
  
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In some cases you may want to use a different date to determine which classes the students are in. For example, if the parents evening takes place soon after the students have rotated technology classes, then you may wish to use a date earlier than the Parents Evening so that parents make bookings with the students' previous teacher. If this is the case, enter the date you wish to use in the '''Academic Date''' field and Insight will use this to determine which classes the students are in. Otherwise, leave the '''Academic Date''' field empty. <br> <br>
+
Clicking on the Notices section will either take the user to the '''[[Notices]]''' page, or expand the Notices box on the snapshot page to display up to 10 recent notices. This behaviour is determined by the following '''[[role options|role option]]''': <br>
 +
''General > Snapshot > Notices > Jump directly to notices screen'' <br> <br>
  
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Enter the '''Start Time''' and '''End Time''' for the Parents Evening. The '''Slot Length''' is the number of minutes that each appointment will last. If you want to force parents to have a break immediately before and after each appointment, see the '''Advanced Configuration''' section below. <br> <br>
+
===Assignments===
  
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The '''Limit Number Of User Bookings To''' will prevent a parent making more than this number of bookings, even if their child has more classes than this. Leave the '''Sort Bookings List By Relationship''' option unticked. '''Insist Priority 1s Make Bookings''' means that only Priority 1 contacts will be able to make bookings for the Parents Evening. <br> <br>
+
The Assignments box can be turned on or off using the following '''[[role options|role option]]''': <br>
 +
''General > Snapshot > Assignments'' <br> <br>
  
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The '''Allow Parental Agenda Setting''' will allow parents to type a note when they are making a booking. Staff members will be able to see these notes on their list of bookings prior to the Parents Evening. <br> <br>
+
Assignments created in Insight will always be shown (providing they meet the conditions below). Additionally assignments from either SIMS or PARS can be shown. If you are not a PARS user then SIMS homework will automatically be displayed. See the '''[[PARS]]''' page for information about displaying assignments from PARS. <br> <br>
  
−
Upload a '''Guidance Document''' if required. Many schools will upload a Floor Plan for parents to download. This can be done at a later point. <br> <br> <br>
+
Clicking on the Assignments section will either take the user to the '''[[Assignments]]''' page, or expand the Assignments box on the snapshot page to display up to 10 recent assignments. This behaviour is determined by the following '''[[role options|role option]]''': <br>
 +
''General > Snapshot > Assignments > Jump directly to assignments screen'' <br> <br>
  
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<span style="font-size: 120%;">'''Students Tab'''</span> <br>
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The following '''[[roles|role options]]''' will determine whether certain Assignments are displayed or hidden in Insight: <br>
 +
{| cellpadding="5" cellspacing="0" border="1" style="border:solid 1 #CCC; border-collapse:collapse"
 +
|''General > Snapshot > Only show unfinished assignments||Assignments with a Status of Complete will be hidden
 +
|-
 +
|''General > Assignments > Earliest||Assignments created prior to this date will not be shown
 +
|-
 +
|''General > Assignments > Rolling archive in weeks||Assignments with a Due Date more than this number of weeks in the past will be hidden
 +
|-
 +
|''General > Assignments > Strip old open||Assignments with a Due Date in the past and with a Status of Pending will be hidden
 +
|-
 +
|''General > Assignments > Strip old complete||Assignments that are Complete will only be displayed if their Due Date is in the future
 +
|-
 +
|''General > Assignments > Strip future||Assignments which have an Issued Date in the future will be hidden
 +
|-
 +
|''General > Assignments > Include exceptions||Assignments with a Status of Exception will be displayed
 +
|} <br>
  
−
Select the year group(s) of students who will be attending the Parents Evening. <br> <br> <br>
+
===Surveys===
  
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<span style="font-size: 120%;">'''Staff Tab'''</span> <br>
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The surveys box will appear if the user has been invited to take part in a survey. There is no role option to turn this off. Click on the name of a survey will open the '''[[surveys]]''' page. <br> <br>
  
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Select '''Academic Supervisors''' if you want parents to be able to make bookings with class teachers. When this option is enabled you can also use the '''Restrict To Main Class Teachers''' option, which means that parents can only make bookings with the "Main Class Teacher" for each class. (Note the Main Class Teacher is defined in SIMS and is not necessarily the teacher who takes the class most often). <br> <br>
+
The surveys box can be renamed with this role option: <Br>
 +
''Snapshot > Label surveys as'' <br> <br>
  
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Use the '''Include Tutors''' option to allow parents to make bookings with the students' form tutors. Similarly, use the '''Include House Supervisors''' to allow parents to make bookings with the Heads of House. <br> <br>
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===Unexplained Absences===
  
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The '''Include SIMS User Defined Groups''' option will display a list of User Defined Groups from SIMS. Select any groups to include in the Parents Evening. The parents of the students in that group will be able to make bookings with the supervisor of the group, just like an academic class. <br> <br>
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The Unexplained Absences section will display automatically if the student has any N codes in their attendance, unless the following preference includes the student's year group: <br>
 +
''Attendance > Hide the Report Absences menu item for the following years'' <br> <br>
  
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On the right side of the page Insight will display a list of the staff who will be available during the evening. If you do not see a list of staff, check that the [[Insight SIMS User]] has the correct academic year set in SIMS. <br> <br> <br>
+
Each date or date range where a student has N codes will be listed. Users can click on these date ranges to access the '''[[report absences]]''' page if the following '''[[roles|role options]]''' are used: <br>
 +
''Attendance > Report absences'' (On) <br>
 +
''Attendance > Report absences > Allow reporting of historical absences'' (On) <br>
 +
''Attendance > Report absences > Maximum age of absence in days'' (absences are not older than this many days) <br> <br>
  
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<span style="font-size: 120%;">'''Exclusions Tab'''</span> <br>
+
It is possible to delay attendance data from being displayed in Insight. Delayed attendance data will not be counted in the Unexplained Absences box. The following '''[[preferences]]''' are used to enable the delay in Insight: <br>
 +
''Attendance > Hide marks in attendance summaries in the validation range'' (On) <br>
 +
''Attendance > The number of days taken to validate attendance marks for attendance summaries'' <br> <br>
  
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This tab is used to exclude registration groups from the Parents Evening. This is typically used by large schools that have two separate evenings for each year group. Click '''Select Some Options''' to see a dropdown and select the registration group(s) to exclude. <br> <br>
+
=Alerts=
  
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==Excluding Classes / Subjects / Teachers==
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[[Image:snapshot_alerts.png|thumb|The Alerts section of the Snapshot page, shown without and with rules used]]
−
<br>
+
 
−
<span style="font-size: 120%;">'''Excluding Subjects'''</span> <br>
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The alerts bar will appear beneath the Notifications bar. There are options (described below) to turn off specific parts of the Alerts section. Alternatively the following '''[[roles|role option]]''' can be used to disable the entire Alerts section: <br>
 +
''General > Snapshot > Alerts'' <br> <br>
 +
 
 +
The Alerts bar can show information about positive and negative behaviour, attendance and exclusions. The alerts boxes will be coloured green, yellow or red based on the pupil's number of behaviour points/attendance percentage/number of exclusions. The boundaries for these colours are set in SIMS via: <br>
 +
'''Tools > Setups > Student teacher view''' <br> <br>
 +
 
 +
These boundaries can be displayed or hidden using the following role options: <br>
 +
''General > Snapshot > Alerts > showing rules used for Behaviour <br>
 +
''General > Snapshot > Alerts > showing rules used for Achievements <br>
 +
''General > Snapshot > Alerts > showing rules used for Attendance <br>
 +
''General > Snapshot > Alerts > showing rules used for Exclusions <br> <br>
 +
 
 +
Additionally, the following role option changes the colouring for exclusions so that 0 exclusions is shown as green and any other number is shown as red: <br>
 +
''General > Snapshot > Alerts > All Exclusions are unacceptable <br> <br>
 +
 
 +
===Achievements and Behaviours===
 +
 
 +
The following '''[[role options]]''' affect the information shown in the Achievements and Behaviours Alert boxes: <br>
 +
 
 +
{| cellpadding="5" cellspacing="0" border="1" style="border:solid 1 #CCC; border-collapse:collapse"
 +
|''General > Snapshot > using behaviour incidents in the range''||This is the date used to calculate the numbers shown in the Alert boxes
 +
|-
 +
|''General > Snapshot > use points instead of events for behaviour''||The Alerts will either show the number of incidents that the student has received, or the number of points from those incidents
 +
|} <br>
 +
 
 +
The following '''[[role options]]''' also must be enabled for the user to see the Achievements and Behaviour Alert boxes: <br>
 +
{| cellpadding="5" cellspacing="0" border="1" style="border:solid 1 #CCC; border-collapse:collapse"
 +
|''Behaviour > Achievements''||This is must be On for the user to see the Achievements Alert
 +
|-
 +
|''General > Snapshot > including Achievements''||This is must be On for the user to see the Achievements Alert
 +
|-
 +
|''Behaviour > Behaviour''||This is must be On for the user to see the Behaviour Alert
 +
|-
 +
|''General > Snapshot > including Behaviour''||This is must be On for the user to see the Behaviour Alert
 +
|} <br>
 +
 
 +
Behaviour incidents will not be included if they were issued within the number of days set in the following '''[[preferences|preference]]''': <br>
 +
''Behaviour > The number of days taken to validate negative behaviour records'' <br> <br>
 +
 
 +
Users can be prevented from accessing the Achievements or Behaviours pages using the following '''[[preferences|preference]]''', but this will not hide the Alert boxes on the snapshot page: <br>
 +
''Behaviour > Hide behaviour menu items for the following years'' <br> <br>
 +
 
 +
===Attendance===
 +
 
 +
The Attendance Alert box will show the student's percentage attendance based on sessions (AM and PM only). This can be turned off using the following '''[[role option]]''': <br>
 +
''General > Snapshot > Including attendance for years'' <br>
 +
(Setting this option as an asterisk will display the alert for all year groups. Alternatively, each year group can by type, separated by a plus symbol e.g. 7+8+9) <br> <br>
 +
 
 +
===Exclusions===
 +
 
 +
The Exclusions tab will show the number of days that a student has been excluded in exclusion in SIMS. The Exclusions alert can be turned on or off using the following role option: <br>
 +
''General > Snapshot > Including Exclusion'' <br> <br>
 +
 
 +
=Information panels=
 +
 
 +
===Today's attendance===
  
−
Entire subjects can be excluded from Parents Evenings if desired. To do this, go to: <br>
+
[[Image:snap_today.jpg|thumb|The Today's Attendance section of the Snapshot page]]
−
'''Manage > Preferences > Parents Evening''' <br> <br>
 
  
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There is a setting here called '''Do not use these subjects in parents evenings'''. Type the name(s) of the subjects that you want to exclude from your Parents Evening. If there are multiple subjects, separate them with a plus symbol. <br> <br>
+
This will show the pupil's attendance to school today. This panel can show the AM and PM registers, lesson registers, or both. <br> <br>
  
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Once you have done the above, go to: <br>
+
{{Note|Note that this panel does not take account of the [[preferences#The number of days taken to validate attendance marks for attendance summaries (-1 for current week)|validation range preference]] and will show today's attendance in real time, including registers that have not been completed.}}
−
'''Manage > Parents Evenings''' <br> <br>
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<br>
  
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Select your Parents Evening and click '''Edit'''. Then click '''Save''' at the top right. This is required after you have made any changes to the list of excluded subjects on the '''Preferences''' page. <br> <br> <br>
+
====Hiding attendance====
  
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<span style="font-size: 120%;">'''Excluding Individual Classes'''</span> <br>
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{| cellpadding="5" cellspacing="0" border="1" style="border:solid 1 #CCC; border-collapse:collapse"
 +
|''General > Snapshot > Current Attendance''||Show/Hide the entire panel
 +
|-
 +
|''General > Snapshot > show sessions for years''||Use * to show sessions for all years, or enter years separated by a plus symbol to display for specific years only. Use 99 (or another non-existent year) to hide for all students
 +
|-
 +
|''General > Snapshot > show lessons for years''||Use * to show lessons for all years, or enter years separated by a plus symbol to display for specific years only. Use 99 (or another non-existent year) to hide for all students
 +
|} <br>
  
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This is done on the Manage Parents Evening page ('''Manage > Parents Evening'''). To exclude individual classes, the Parents Evening cannot be in Design mode. If the '''Status''' of the Parents Evening is Design, select the Parents Evening and click '''Edit'''. Change the '''Status''' to '''Closed To Parents''' then click '''Save'''. This means parents will be able to see the Parents Evening, but not make any bookings. <br> <br>
+
The following '''[[preferences]]''' can also be used to hide attendance codes: <br>
  
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You will now be back on the Manage Parents Evening page. Select the Parents Evening and click the dropdown next to the '''Edit''' button. <br> <br>
+
{| cellpadding="5" cellspacing="0" border="1" style="border:solid 1 #CCC; border-collapse:collapse"
 +
|Attendance > Only use AM sessions||PM registers will not be displayed
 +
|-
 +
|Lesson marks > Hide all references to lesson marks||All lesson marks will be hidden
 +
|} <br>
  
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[[Image:parents_evening_edit_dropdown.jpg]] <br> <br>
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Additionally the settings in SIMS affect whether or not AM and PM registers are shown. The settings in SIMS are found via: <br>
 +
''Tools > Setups > Attendance Setup > Registration Organisation'' <br>
 +
(If Lesson Groups AM/PM are selected, the corresponding AM/PM register will be hidden from the Today's Attendance section in Insight) <br> <br>
  
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Click '''Schedule''' and you will be taken to a new page. There is a dropdown at the top-left of the page that currently reads "All Students". Click on this and select the class you want to exclude. A button will appear next to the name of the class. If the button shows a '''Thumbs Up''' then the class is available for the Parents Evening, if the button shows a '''Thumbs Down''' then the class is excluded. Click the button to toggle between available and excluded. Click '''Close''' at the top-right when you are done. <br> <br>
+
====Hiding Information====
  
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''An individual staff member can exclude themselves from a class without excluding the class for other teachers. To do this, they must log in to Insight and follow the steps above, while they have the following Role Options enabled:'' <br>
+
The rooms, times of lessons and student's attendance to each lesson can be displayed or hidden using the following role options: <br>
−
''Manage > Parents Evenings'' (On) <br>
 
−
''Manage > Parents Evenings > Allow unavailable and break booking'' (On) <br>
 
−
''Manage > Parents Evenings > Allow access to multiple staff'' (Off) <br> <br> <br>
 
  
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<span style="font-size: 120%;">'''Excluding Teachers'''</span> <br>
+
{| cellpadding="5" cellspacing="0" border="1" style="border:solid 1 #CCC; border-collapse:collapse"
 +
|''General > Snapshot > show Rooms''||Show the room in which each lesson or session is taking place
 +
|-
 +
|''General > Snapshot > show times''||Show the start and end time of each lesson and session
 +
|-
 +
|''General > Snapshot > show attendance symbols||Show the student's attendance to each lesson or session
 +
|} <br>
  
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Teachers can be removed via the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening and click '''Edit'''. Go to the '''Staff Tab''' and click on a staff member's name to exclude them. Click '''Save''' at the top-right when done. <br> <br>
+
If you are showing students' attendance, the following symbols will be used: <br>
 +
{| cellpadding="5" cellspacing="0" border="1" style="border:solid 1 #CCC; border-collapse:collapse"
 +
|[[Image:snap_pres.png]]||Present
 +
|-
 +
|[[Image:snap_absent.png]]||Absent
 +
|-
 +
|[[Image:snap_late.png]]||Late
 +
|-
 +
|[[Image:snap_nomark.png]]||Register not taken
 +
|-
 +
|[[Image:snap_future.png]]||Register in the future
 +
|} <br>
  
−
==Making Bookings for Students==
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If attendance symbols are being displayed then you can also allow users to hover over the attendance symbols to see the student's actual attendance code using this role option: <br>
 +
Snapshot > show hover over descriptions <br> <br>
  
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Go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening then click the dropdown next to the '''Edit''' button. Click '''Schedule''' and you will be taken to a new page. <br> <br>
+
===Cumulative Attendance===
  
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You will see a list of students on the left side of the page. Click on the student's name, for whom you want to make a booking. The grid on the right of the page will then highlight the teachers of that student. Find the teacher that you want to make the booking with and click in the column for the desired time. <br> <br>
+
The Cumulative Attendance section shows a student's attendance as a line chart over the course of the academic year. This chart can be turned on for students in selected year groups using the following role option: <br>
 +
Snapshot > Cumulative attendance <br> <br>
  
−
Columns will be coloured grey if the student already has a booking in that timeslot. <br> <br>
+
This chart is affected by the following preference, which determines whether or not PM marks are counted for the student: <br>
 +
Attendance > Only use AM sessions <br> <br>
  
−
[[Image:parents_evening_admin_schedule.jpg]] <br> <br>
+
===Cumulative Behaviours===
  
−
Alternatively, click the '''grey circular button''' towards the bottom right of the page (after selecting a student). This will open a window showing all of the timeslots available for a student, with a dropdown next to each timeslot. Use the dropdowns to select a staff member with whom the student will have an appointment. This window will not tell you which staff members teach the student. <br> <br>
+
The Cumulative Behaviour chart will show a running total of the student's negative behaviour over the course of the academic year. This chart can be turned on or off using the following role option: <br>
 +
''Snapshot > Cumulative behaviour'' <br> <br>
  
−
==Advanced Configuration==
+
The following preference will cause the chart to show no data: <br>
 +
''Behaviour > Hide behaviour menu items for the following years'' <br> <br>
  
−
===Force a Break Between Parents' Appointments===
+
This role option will hide behaviour incidents issued prior to a certain date: <br>
 +
''Behaviour > Behaviour > Earliest'' <br> <br>
  
−
You can force parents to have a break before and after each of their appointments. Each break will last the same amount of time as the appointments do. To enable this, go to: <br>
+
The following preference sets a validation period in days. During this period, behaviour incidents added will not be visible in Insight, including on the Cumulative Behaviour chart: <br>
−
'''Manage > Preferences > Parents Evening''' <br> <br>
+
''Behaviour > The number of days taken to validate negative behaviour records'' <Br> <br>
  
−
The preference called '''Force a break between parents appointments''' must be turned on. <br> <br> <br>
+
If the following role option is enabled then behaviour incidents with a points value of zero will be hidden from the chart: <br>
 +
''Behaviour > Hide zero point items'' <br> <br>
  
−
===Assign Breaks for Staff===
+
===Cumulative Achievements===
  
−
[[Image:parents_evening_stagger.jpg|thumb|Staggered breaks for a Parents Evening]]
+
The Cumulative Achievements chart will show a running total of the student's positive behaviour over the course of the academic year. This chart can be turned on or off using the following role option: <br>
 +
''General > Snapshot > Cumulative achievements '' <br> <br>
  
−
The following role options are required to add breaks to a parents evening: <br>
+
The following preference will cause the chart to show no data: <br>
−
''Manage > Parents Evening > Allow unavailable and break booking'' (On) <br> <br>
+
''Behaviour > Hide behaviour menu items for the following years'' <br> <br>
  
−
Go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening then click the dropdown next to the '''Edit''' button. Click '''Schedule''' and you will be taken to a new page. <br> <br>
+
This role option will hide achievements issued prior to a certain date: <br>
 +
''Behaviour > Achievements > Earliest'' <br> <br>
  
−
To add an individual break for a staff member, first click on '''Break''' (from the list of students on the left) then click on the slot where you would like to add a break. <br> <br>
+
If the following role option is enabled then behaviour incidents with a points value of zero will be hidden from the chart: <br>
 +
''Behaviour > Hide zero point items'' <br> <br>
  
−
Breaks can also be added in bulk. These breaks can be staggered so that 5 staff have a break during one slot, another 5 staff have a break during the next slot and so on. To do this, first click on '''Break''' (from the list of students on the left) then click on a column header. Select '''Stagger''' in the next window. <br> <br>
+
===Recent behaviours===
  
−
Choose the slots for which you would like the breaks to begin and end (e.g. breaks begin during the 5th appointment and finish by the 10th). <br> <br> <br>
+
The recent behaviour panel will show the three most recent behaviour incidents for the student. These could be positive or negative. Positive incidents will be displayed if the [[Achievements]] role option is turned on and negatives will show if the [[Behaviours]] role option is turned on. <br> <br>
  
−
===Allow Parents to Make Bookings Only During Certain Dates (the Relax During setting)===
+
The Recent Behaviour panel will show the three most recent behaviour incidents for the student. These could be positive or negative. The Recent Behaviour panel can be turned off using the following '''[[role option]]''' which will also remove the [[#Behaviour Summary|Behaviour Summary]] section from the Snapshot page. <br>
 +
General > Snapshot > Behaviour <br> <br>
  
−
You can configure Parents Evenings so that users can only make bookings during a specified date range. This is often used by schools to make bookings on behalf of 'high priority' students/parents, before any other users have reserved any of the appointments. <br> <br>
+
The panel can also be renamed using the following role option: <br>
 +
''General > Snapshot > Use this title'' <br> <br>
  
−
Go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Click on the Parents Evening and click '''Edit'''. Set the '''Status''' of the Parents Evening to '''Closed to parents'''. Enable the '''Relax during''' option, then enter the date range between which you would like users to be able to make bookings. Click '''Save''' when done. <br> <br> <br>
+
Behaviour incidents will only be shown in the Recent Behaviours panel if they could also be shown on the '''[[Achievements]]''' or '''[[Behaviours]]''' pages in Insight. Therefore you can use the role options and preferences for Achievements and Behaviours to hide bheaviour incidents from the Recent Behaviours panel. <br> <br>
  
−
===Changing the Icons Used for Subjects on the Booking Page===
+
There is a preference to hide behaviour menu items for students in selected year groups. This preference also applies to the Recent Behaviours panel: <br>
 +
Behaviour > Hide behaviour menu items for the following years'' <br> <br>
  
−
When users are making bookings, they will see an icon for the subject of each class. These can be changed if desired. To do this, log on to the IIS server that hosts in Insight and go to the Insight installation folder (typically C:\inetpub\wwwroot\INSIGHT). <br> <br>
+
===Detentions===
  
−
Open the '''_Personalisation''' folder and look for a file called '''builtInIcons.txt'''. Open this text file to see a list of the names that Insight uses for icons e.g. the name of the icon shown for Maths is "calculator". To replace the default icon used by Insight, copy a 32x32 png file into the '''_Personalisation''' folder using the name of the icon you want to replace e.g. calculator.png <br> <br>
+
The detentions panel shows the three most recent detentions for the pupil. If any detentions are scheduled for the future they will take priority over detentions that have already passed. The '''[[role options|role option]]''' to enable this panel is found via: <br>
 +
''General > Snapshot > Detentions'' <br> <br>
  
−
=Staff / Teacher Usage=
+
Detentions earlier than the date set here will not be shown: <br>
 +
''Behaviour > Detentions > Earliest'' <Br> <br>
  
−
Staff require the following [[role options]]: <br>
+
===Extra curricular===
−
''Manage > Parents Evening'' (On) <br> <br>
 
  
−
==Making Bookings for Students==
+
The Extra Curricular panel shows the three most recent extra classes for the pupil. If any extra classes are scheduled for the future they will take priority over extra classes that have already passed. The '''[[role options|role option]]''' to enable this panel is found via: <br>
 +
''General > Snapshot > Extra Curricular'' <br> <br>
  
−
To make bookings for students, go to: <br>
+
Detentions earlier than the date set here will not be shown: <br>
−
'''Manage > Parents Evenings''' <br> <br>
+
''Attendance > Extra Curriculum > Earliest'' <Br> <br>
  
−
Select the Parents Evening and click '''Schedule'''. You will be taken to a new page. On the left side of the page you will see a list of all of the students. Select the student you would like to make a booking with, then click next to the time that you want the appointment. <br> <br>
+
===Recent reports===
  
−
You can click in the '''Notes''' column to add notes to any appointment. When doing so, you have the option to '''Share With Parents'''. If you do not select this option, the notes will be visible only to you and admin staff. <br> <br>
+
The reports panel will display any documents that have been recently added. The documents are pulled from the Linked Documents section in SIMS. This panel is enabled using the following '''[[role option]]''': <br>
 +
''General > Snapshot > Recent reports'' <br> <br>
  
−
Click '''Close''' at the top-right when done. <br> <br>
+
Documents will only be displayed if the '''Last modified date''' from SIMS is within the number of days set in this '''[[role option]]''': <br>
 +
''General > Snapshot > Maximum age in days'' <br> <br>
  
−
[[Image:parents_evening_staff_schedule.jpg]] <br> <br>
+
Documents will only be displayed on the Snapshot page if they are also displayed in the '''[[subjects]]''' section of Insight. See the Subjects page for a list of role options and settings that determine whether or not documents are displayed. <br> <br>
  
−
==Download a List of Appointments==
+
===This Term's Attendance===
  
−
This is done via the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening then click the '''Share''' button at the top-right then select '''Report'''. Decide whether you want to see student photos or not, then the report will open. If the report does not open, you need to disable your pop-up blocker. <br> <br>
+
This Term's Attendance is chart which shows the student's attendance to each week at school. Attendance is shown week-by-week, so if a pupil is absent for a week their attendance will drop down to 0 on the graph, for that week. The chart can be turned on or off using the following role option: <br>
 +
Snapshot > This term's attendance <br> <br>
  
−
You can also have Insight email the bookings to you. To do this, follow the same steps as above, but click '''Email''' rather than '''Report'''. <br> <br>
+
During the first week of a new term, this chart will be blank. This is because Insight needs at least two data points before it can draw a line. You should have data showing from the second week of term onwards. <br> <br>
  
−
==Mark Attendance==
+
===Custom Panels (snapshot.bolton.xml)===
  
−
You can use Insight to record whether each of your appointments was attended. This obviously can not be done for Parents Evenings that have not happened yet. <br> <br>
+
You can also add custom panels to the Snapshot page. Each custom item needs to be created as a html page and saved in the _Personalisation folder. Once an item has been created, create a bolton file. You can have several bolton files. The filename will always be "snapshot_" followed by a distinct number e.g. snapshot_1.bolton snapshot_2.bolton etc.
  
−
First go to the Manage Parents Evening page ('''Manage > Parents Evening'''). Select the Parents Evening and click '''Schedule'''. The furthest right column is used to record whether each appointment was attended. Click the button to toggle between Not Attended (the cross) and Attended (the tick). <br> <br>
+
The bolton files need to be in the following format: <br> <br>
  
−
=Parental Usage=
+
<root>
 +
<title>Guidance</title>
 +
<url>https://[your Insight URL]/_Personalisation/example.html</url>
 +
<height>50</height>
 +
</root>
  
−
To book Parents Evenings appointments, users require the following [[role options]]: <br>
+
{{Note|Replace [your Insight address] with the URL you use for Insight}}
−
''General > Parents Evenings'' (On) <br>
 
−
''General > Parents Evenings > Allow Non-Teachers'' (Off) <br>
 
−
''General > Parents Evenings > Allow User Bookings'' (On) <br> <br>
 
  
−
==Making Bookings==
+
The title will be shown on the snapshot page about the new item. The "example" part of the URL should be replaced with the name of the html file in the _Personalisation folder and the height is the number of pixels tall that the item will be. Items are always 300px wide. <br> <br>
  
−
[[Image:parents_evening_booking_page.jpg|thumb|The Parents Evening booking page]]
+
Multiple snapshot.bolton files can be used by creating a new file and adding a number to the end of "snapshot" e.g. snapshot1.bolton.xml <br> <br>
  
−
Users access the Parents Evening page via: <br>
+
=Behaviour Summary=
−
'''General > Parents Evening''' <br> <br>
 
  
−
Users will see a list of available staff on the right of the page and a list of their own bookings on the left. A list of available appointments will appear next to each staff member's name. Users click on an appointment to reserve it. A green tick will appear next to each staff member that the user has an appointment with. <br> <br>
+
[[Image:snap_behaviour_summary.jpg|thumb|The Snapshot Behaviour Summary]]
  
−
If a booking has been made by a staff member on behalf of the user, a '''Confirm This booking?''' option will appear beneath the appointment. <br> <br>
+
The following '''[[role option]]''' must be enabled to show the Behaviour Summary section. This role option will also enable the '''[[#recent behaviours|Recent Behaviours]]''' section of the snapshot page: <br>
 +
''General > Snapshot > Behaviour'' <br> <br>
  
−
If the ''Allow Parental Agenda Setting'' option was enabled (see the Configuration section above) then users will see an '''Agenda''' button. Clicking this allows the user to type a comment which will be visible to the staff member. <br> <br>
+
There are sections for positive and negative behaviour within the Behaviour Summary section. Each can be turned on or off independently using the following '''[[role options]]''': <br>
 +
''General > Snapshot > Showing Achievements summary'' <br>
 +
''General > Snapshot > Showing Behaviour summary'' <br> <br>
  
−
==Downloading Documents==
+
The Behaviour Summary will show behaviour incidents from the range specified in this role option: <br>
 +
''General > Snapshot > Using incidents in the range'' <br> <br>
  
−
Users can download a list of their appointments by clicking the '''Download''' button at the top right of the page and selecting '''Bookings'''. <br> <br>
+
A Cash-In section may also be shown, which will display the number of points that the student has spent on rewards, and the number of points currently available for them to spend. This feature is only available to '''[[PARS]]''' users. See the '''[[Cash In]]''' and '''[[PARS]]''' pages for more information. <br> <br>
  
−
If a supporting document was attached to the Parents Evening (see Configuration section, above) then users can download the document by clicking '''Download''' then '''Guidance'''. <br> <br>
+
By default the Behaviour Summary section will show data based on the number of incidents given to a student. This can be changed to show the number of behaviour points from those incidents, using the following '''[[role option]]''': <br>
 +
''General > Snapshot > Use points instead of events for behaviour'' <br> <br>
  
−
=Additional Features=
+
There is a preference to hide behaviour menu items for students in selected year groups. This preference can also apply to the Behaviour Summary section of the Snapshot page. The preference is found via: <br>
 +
''Behaviour > Hide behaviour menu items for the following years''
 +
In order for this preference to affect the Behaviour Summary section, the following '''[[role option]]''' must also be enabled: <br>
 +
''General > Snapshot > Follow Hide behaviour menu preference'' <br> <br>
  
−
==Sending Appointment Lists via Email==
+
Negative behaviour incidents will not be shown if this preference is used to hide them: <br>
 +
''Behaviour > The number of days taken to validate negative behaviour records'' <br> <br>
  
−
==Reporting on Attendance==
+
The Behaviour Summary section will not take account of any incidents that have been hidden from the '''[[Achievements]]''' or '''[[Behaviours]]''' pages, which both have their own role options that can cause incidents to be hidden. <br> <br>

Latest revision as of 10:23, 11 April 2019

The snapshot page gives an overview of information about the student. Various pieces of information can be displayed or hidden on this page.

The following Role Option is needed to access the Snapshot page:
General > Snapshot (On)

The page is accessed via:
General > Snapshot

The page can be renamed with the following Role Option:
General > Snapshot > Alternative menu title

Notification bar

The Notification bar of the Snapshot page showing Notices, Assignments and Surveys

The bar at the top of the page will show coloured boxes if the pupil has any new notices or assignments, or has been invited to take part in any surveys. Each of the boxes can be clicked on; this opens an area below the box showing the new notices/assignments/surveys.

Notices

The notices box can be turned on or off using the following role option:
General > Snapshot > Notices

Clicking on the Notices section will either take the user to the Notices page, or expand the Notices box on the snapshot page to display up to 10 recent notices. This behaviour is determined by the following role option:
General > Snapshot > Notices > Jump directly to notices screen

Assignments

The Assignments box can be turned on or off using the following role option:
General > Snapshot > Assignments

Assignments created in Insight will always be shown (providing they meet the conditions below). Additionally assignments from either SIMS or PARS can be shown. If you are not a PARS user then SIMS homework will automatically be displayed. See the PARS page for information about displaying assignments from PARS.

Clicking on the Assignments section will either take the user to the Assignments page, or expand the Assignments box on the snapshot page to display up to 10 recent assignments. This behaviour is determined by the following role option:
General > Snapshot > Assignments > Jump directly to assignments screen

The following role options will determine whether certain Assignments are displayed or hidden in Insight:

General > Snapshot > Only show unfinished assignments Assignments with a Status of Complete will be hidden
General > Assignments > Earliest Assignments created prior to this date will not be shown
General > Assignments > Rolling archive in weeks Assignments with a Due Date more than this number of weeks in the past will be hidden
General > Assignments > Strip old open Assignments with a Due Date in the past and with a Status of Pending will be hidden
General > Assignments > Strip old complete Assignments that are Complete will only be displayed if their Due Date is in the future
General > Assignments > Strip future Assignments which have an Issued Date in the future will be hidden
General > Assignments > Include exceptions Assignments with a Status of Exception will be displayed


Surveys

The surveys box will appear if the user has been invited to take part in a survey. There is no role option to turn this off. Click on the name of a survey will open the surveys page.

The surveys box can be renamed with this role option:
Snapshot > Label surveys as

Unexplained Absences

The Unexplained Absences section will display automatically if the student has any N codes in their attendance, unless the following preference includes the student's year group:
Attendance > Hide the Report Absences menu item for the following years

Each date or date range where a student has N codes will be listed. Users can click on these date ranges to access the report absences page if the following role options are used:
Attendance > Report absences (On)
Attendance > Report absences > Allow reporting of historical absences (On)
Attendance > Report absences > Maximum age of absence in days (absences are not older than this many days)

It is possible to delay attendance data from being displayed in Insight. Delayed attendance data will not be counted in the Unexplained Absences box. The following preferences are used to enable the delay in Insight:
Attendance > Hide marks in attendance summaries in the validation range (On)
Attendance > The number of days taken to validate attendance marks for attendance summaries

Alerts

The Alerts section of the Snapshot page, shown without and with rules used

The alerts bar will appear beneath the Notifications bar. There are options (described below) to turn off specific parts of the Alerts section. Alternatively the following role option can be used to disable the entire Alerts section:
General > Snapshot > Alerts

The Alerts bar can show information about positive and negative behaviour, attendance and exclusions. The alerts boxes will be coloured green, yellow or red based on the pupil's number of behaviour points/attendance percentage/number of exclusions. The boundaries for these colours are set in SIMS via:
Tools > Setups > Student teacher view

These boundaries can be displayed or hidden using the following role options:
General > Snapshot > Alerts > showing rules used for Behaviour
General > Snapshot > Alerts > showing rules used for Achievements
General > Snapshot > Alerts > showing rules used for Attendance
General > Snapshot > Alerts > showing rules used for Exclusions

Additionally, the following role option changes the colouring for exclusions so that 0 exclusions is shown as green and any other number is shown as red:
General > Snapshot > Alerts > All Exclusions are unacceptable

Achievements and Behaviours

The following role options affect the information shown in the Achievements and Behaviours Alert boxes:

General > Snapshot > using behaviour incidents in the range This is the date used to calculate the numbers shown in the Alert boxes
General > Snapshot > use points instead of events for behaviour The Alerts will either show the number of incidents that the student has received, or the number of points from those incidents


The following role options also must be enabled for the user to see the Achievements and Behaviour Alert boxes:

Behaviour > Achievements This is must be On for the user to see the Achievements Alert
General > Snapshot > including Achievements This is must be On for the user to see the Achievements Alert
Behaviour > Behaviour This is must be On for the user to see the Behaviour Alert
General > Snapshot > including Behaviour This is must be On for the user to see the Behaviour Alert


Behaviour incidents will not be included if they were issued within the number of days set in the following preference:
Behaviour > The number of days taken to validate negative behaviour records

Users can be prevented from accessing the Achievements or Behaviours pages using the following preference, but this will not hide the Alert boxes on the snapshot page:
Behaviour > Hide behaviour menu items for the following years

Attendance

The Attendance Alert box will show the student's percentage attendance based on sessions (AM and PM only). This can be turned off using the following role option:
General > Snapshot > Including attendance for years
(Setting this option as an asterisk will display the alert for all year groups. Alternatively, each year group can by type, separated by a plus symbol e.g. 7+8+9)

Exclusions

The Exclusions tab will show the number of days that a student has been excluded in exclusion in SIMS. The Exclusions alert can be turned on or off using the following role option:
General > Snapshot > Including Exclusion

Information panels

Today's attendance

The Today's Attendance section of the Snapshot page

This will show the pupil's attendance to school today. This panel can show the AM and PM registers, lesson registers, or both.

iNote that this panel does not take account of the validation range preference and will show today's attendance in real time, including registers that have not been completed.


Hiding attendance

General > Snapshot > Current Attendance Show/Hide the entire panel
General > Snapshot > show sessions for years Use * to show sessions for all years, or enter years separated by a plus symbol to display for specific years only. Use 99 (or another non-existent year) to hide for all students
General > Snapshot > show lessons for years Use * to show lessons for all years, or enter years separated by a plus symbol to display for specific years only. Use 99 (or another non-existent year) to hide for all students


The following preferences can also be used to hide attendance codes:

Attendance > Only use AM sessions PM registers will not be displayed
Lesson marks > Hide all references to lesson marks All lesson marks will be hidden


Additionally the settings in SIMS affect whether or not AM and PM registers are shown. The settings in SIMS are found via:
Tools > Setups > Attendance Setup > Registration Organisation
(If Lesson Groups AM/PM are selected, the corresponding AM/PM register will be hidden from the Today's Attendance section in Insight)

Hiding Information

The rooms, times of lessons and student's attendance to each lesson can be displayed or hidden using the following role options:

General > Snapshot > show Rooms Show the room in which each lesson or session is taking place
General > Snapshot > show times Show the start and end time of each lesson and session
General > Snapshot > show attendance symbols Show the student's attendance to each lesson or session


If you are showing students' attendance, the following symbols will be used:

Snap pres.png Present
Snap absent.png Absent
Snap late.png Late
Snap nomark.png Register not taken
Snap future.png Register in the future


If attendance symbols are being displayed then you can also allow users to hover over the attendance symbols to see the student's actual attendance code using this role option:
Snapshot > show hover over descriptions

Cumulative Attendance

The Cumulative Attendance section shows a student's attendance as a line chart over the course of the academic year. This chart can be turned on for students in selected year groups using the following role option:
Snapshot > Cumulative attendance

This chart is affected by the following preference, which determines whether or not PM marks are counted for the student:
Attendance > Only use AM sessions

Cumulative Behaviours

The Cumulative Behaviour chart will show a running total of the student's negative behaviour over the course of the academic year. This chart can be turned on or off using the following role option:
Snapshot > Cumulative behaviour

The following preference will cause the chart to show no data:
Behaviour > Hide behaviour menu items for the following years

This role option will hide behaviour incidents issued prior to a certain date:
Behaviour > Behaviour > Earliest

The following preference sets a validation period in days. During this period, behaviour incidents added will not be visible in Insight, including on the Cumulative Behaviour chart:
Behaviour > The number of days taken to validate negative behaviour records

If the following role option is enabled then behaviour incidents with a points value of zero will be hidden from the chart:
Behaviour > Hide zero point items

Cumulative Achievements

The Cumulative Achievements chart will show a running total of the student's positive behaviour over the course of the academic year. This chart can be turned on or off using the following role option:
General > Snapshot > Cumulative achievements

The following preference will cause the chart to show no data:
Behaviour > Hide behaviour menu items for the following years

This role option will hide achievements issued prior to a certain date:
Behaviour > Achievements > Earliest

If the following role option is enabled then behaviour incidents with a points value of zero will be hidden from the chart:
Behaviour > Hide zero point items

Recent behaviours

The recent behaviour panel will show the three most recent behaviour incidents for the student. These could be positive or negative. Positive incidents will be displayed if the Achievements role option is turned on and negatives will show if the Behaviours role option is turned on.

The Recent Behaviour panel will show the three most recent behaviour incidents for the student. These could be positive or negative. The Recent Behaviour panel can be turned off using the following role option which will also remove the Behaviour Summary section from the Snapshot page.
General > Snapshot > Behaviour

The panel can also be renamed using the following role option:
General > Snapshot > Use this title

Behaviour incidents will only be shown in the Recent Behaviours panel if they could also be shown on the Achievements or Behaviours pages in Insight. Therefore you can use the role options and preferences for Achievements and Behaviours to hide bheaviour incidents from the Recent Behaviours panel.

There is a preference to hide behaviour menu items for students in selected year groups. This preference also applies to the Recent Behaviours panel:
Behaviour > Hide behaviour menu items for the following years

Detentions

The detentions panel shows the three most recent detentions for the pupil. If any detentions are scheduled for the future they will take priority over detentions that have already passed. The role option to enable this panel is found via:
General > Snapshot > Detentions

Detentions earlier than the date set here will not be shown:
Behaviour > Detentions > Earliest

Extra curricular

The Extra Curricular panel shows the three most recent extra classes for the pupil. If any extra classes are scheduled for the future they will take priority over extra classes that have already passed. The role option to enable this panel is found via:
General > Snapshot > Extra Curricular

Detentions earlier than the date set here will not be shown:
Attendance > Extra Curriculum > Earliest

Recent reports

The reports panel will display any documents that have been recently added. The documents are pulled from the Linked Documents section in SIMS. This panel is enabled using the following role option:
General > Snapshot > Recent reports

Documents will only be displayed if the Last modified date from SIMS is within the number of days set in this role option:
General > Snapshot > Maximum age in days

Documents will only be displayed on the Snapshot page if they are also displayed in the subjects section of Insight. See the Subjects page for a list of role options and settings that determine whether or not documents are displayed.

This Term's Attendance

This Term's Attendance is chart which shows the student's attendance to each week at school. Attendance is shown week-by-week, so if a pupil is absent for a week their attendance will drop down to 0 on the graph, for that week. The chart can be turned on or off using the following role option:
Snapshot > This term's attendance

During the first week of a new term, this chart will be blank. This is because Insight needs at least two data points before it can draw a line. You should have data showing from the second week of term onwards.

Custom Panels (snapshot.bolton.xml)

You can also add custom panels to the Snapshot page. Each custom item needs to be created as a html page and saved in the _Personalisation folder. Once an item has been created, create a bolton file. You can have several bolton files. The filename will always be "snapshot_" followed by a distinct number e.g. snapshot_1.bolton snapshot_2.bolton etc.

The bolton files need to be in the following format: 

<root>
<title>Guidance</title>
<url>https://[your Insight URL]/_Personalisation/example.html</url>
<height>50</height>
</root>
iReplace [your Insight address] with the URL you use for Insight

The title will be shown on the snapshot page about the new item. The "example" part of the URL should be replaced with the name of the html file in the _Personalisation folder and the height is the number of pixels tall that the item will be. Items are always 300px wide.

Multiple snapshot.bolton files can be used by creating a new file and adding a number to the end of "snapshot" e.g. snapshot1.bolton.xml

Behaviour Summary

The Snapshot Behaviour Summary

The following role option must be enabled to show the Behaviour Summary section. This role option will also enable the Recent Behaviours section of the snapshot page:
General > Snapshot > Behaviour

There are sections for positive and negative behaviour within the Behaviour Summary section. Each can be turned on or off independently using the following role options:
General > Snapshot > Showing Achievements summary
General > Snapshot > Showing Behaviour summary

The Behaviour Summary will show behaviour incidents from the range specified in this role option:
General > Snapshot > Using incidents in the range

A Cash-In section may also be shown, which will display the number of points that the student has spent on rewards, and the number of points currently available for them to spend. This feature is only available to PARS users. See the Cash In and PARS pages for more information.

By default the Behaviour Summary section will show data based on the number of incidents given to a student. This can be changed to show the number of behaviour points from those incidents, using the following role option:
General > Snapshot > Use points instead of events for behaviour

There is a preference to hide behaviour menu items for students in selected year groups. This preference can also apply to the Behaviour Summary section of the Snapshot page. The preference is found via:
Behaviour > Hide behaviour menu items for the following years In order for this preference to affect the Behaviour Summary section, the following role option must also be enabled:
General > Snapshot > Follow Hide behaviour menu preference

Negative behaviour incidents will not be shown if this preference is used to hide them:
Behaviour > The number of days taken to validate negative behaviour records

The Behaviour Summary section will not take account of any incidents that have been hidden from the Achievements or Behaviours pages, which both have their own role options that can cause incidents to be hidden.

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