Difference between revisions of "Test"

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A Role is a set of permissions for Insight. Each user is assigned to at least one role. For students and parents the role assigned to them is determined by '''[[synchronisation rules]]'''. For admin and staff accounts the role is decided when performing a sync (see '''[[user management]]'''). <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>
  
Only Admin users are able to access the Roles page. The Roles page is accessed via: <br>
+
The following Role Option is needed to access the Snapshot page: <br>
'''Accounts > Roles''' <br> <br>
+
''General > Snapshot'' (On) <br> <br>
  
=Types of Roles=
+
The page is accessed via: <br>
 +
'''General > Snapshot''' <br> <br>
  
There are five types of Roles within Insight:
+
The page can be renamed with the following Role Option: <br>
*Dynamic parental
+
''General > Snapshot > Alternative menu title'' <br> <br>
*Parental
 
*Student
 
*Administrator
 
*Staff <br> <br>
 
  
Dynamic Parental is different to the other types. It is applied to all parental users but does not determine the Insight features that the user is able to access. Parental accounts are linked to the Dynamic Parental role, and also to a Parental role for each student they are linked to. It is the Parental role(s) that determines which Insight features the parent can access. <br> <br>
+
=Notification bar=
  
For administrators, staff and students, each user is assigned to one single role at any time. These users can be moved from one role to another via the '''[[user management|users]]''' page however users can never be placed on a different type of role e.g. a staff account can never be assigned to an administrator role, but can be moved to a different staff role. <br> <br>
+
[[Image:snapshot_top_bar.png|thumb|The Notification bar of the Snapshot page showing Notices, Assignments and Surveys]]
  
=Managing Roles=
+
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>
  
To edit a role, select the Role you want to edit then click the '''Edit''' button. You will see a '''Role Details''' section at the top of the page, followed by a list of Menu Items available to this Role. <br>
+
===Notices===
  
{{Note|Parental roles work differently; The Role Details section will appear in the '''Dynamic Parental''' role and the list of Menu Items will appear in other Parental Roles}} <br>
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The notices box can be turned on or off using the following '''[[role options|role option]]''': <br>
 +
''General > Snapshot > Notices'' <br> <br>
  
==Role Details==
+
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>
  
The following settings appear in the Role Details section: <br> <br>
+
===Assignments===
  
 +
The Assignments box can be turned on or off using the following '''[[role options|role option]]''': <br>
 +
''General > Snapshot > Assignments'' <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>
 +
 +
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>
 +
 +
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"
 
{| cellpadding="5" cellspacing="0" border="1" style="border:solid 1 #CCC; border-collapse:collapse"
! Setting !! Effect
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|''General > Snapshot > Only show unfinished assignments||Assignments with a Status of Complete will be hidden
 
|-
 
|-
|style="text-align:center"|PIN||This enables two-factor authentication. When the user attempts to log in, a PIN will be emailed or sent via SMS to the user. They must then enter the PIN into Insight in order to log in. See '''[[PIN|PINS]]''' for more information.
+
|''General > Assignments > Earliest||Assignments created prior to this date will not be shown
 
|-
 
|-
|style="text-align:center"|Allow contacting of staff||This allows users to send emails to staff via the '''[[snapshot]]''', '''[[timetable]]''' and '''[[linked adults and agencies]]''' pages. Specific staff can be excluded from this via the '''[[do not contact]]''' page.
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|''General > Assignments > Rolling archive in weeks||Assignments with a Due Date more than this number of weeks in the past will be hidden
 
|-
 
|-
|style="text-align:center"|Allow password change||This allows the user to change their password. This will not apply to SIMS passwords or Active Directory passwords.
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|''General > Assignments > Strip old open||Assignments with a Due Date in the past and with a Status of Pending will be hidden
 
|-
 
|-
|style="text-align:center"|Do not prompt for generated password change||By default Insight will prompt users to change their password, if they still have a system-generated random password.
+
|''General > Assignments > Strip old complete||Assignments that are Complete will only be displayed if their Due Date is in the future
 
|-
 
|-
|style="text-align:center"|Allow merging of accounts||This allows users to join their accounts together. This can be useful for households with more than one Insight account.
+
|''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>
 
|} <br>
  
==Menu Items==
+
===Surveys===
  
Here you will see a list of the Insight menu items that are available to this role. Each menu item can be enabled or disabled using the '''On/Off''' buttons on the right side of the page. Many menu items will also have an '''Options''' button which will display additional settings that can be used to fine tune the way that a menu item works. <br> <br>
+
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>
  
==Categories==
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The surveys box can be renamed with this role option: <Br>
 +
''Snapshot > Label surveys as'' <br> <br>
  
[[Image:insight_menu_bar.png|thumb|The menu bar (the black section at the top) for a parental account.]]
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===Unexplained Absences===
[[Image:rename_category_role.png|thumb|A renamed Category when editing a Role.]]
 
  
Menu Items are organised into Categories. These Categories will appear as sections on the Menu Bar in Insight, for users who are assigned to this Role. <br> <br>  
+
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>
  
Menu Items can be reordered within a Category or moved to a new category. To do this, hover your mouse over the icon for the menu item, then click and drag to move the menu item to a new position. <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>
  
Categories can be renamed. There is a textbox next to each Category. Type the new name into this textbox. <br> <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>
  
New Categories can be created. At the bottom of the screen you will see an empty category called UDMenu1. You can move menu items into this category and rename it, as described above. If you would like to create another custom Category, click '''Update''' at the top right to save the role, which will also take you back to the Roles page. Select the same role again then click '''Edit'''. You will now see a blank UDMenu2 at the bottom of the list of menu items. <br> <br>
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=Alerts=
  
=List of Role Options=
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[[Image:snapshot_alerts.png|thumb|The Alerts section of the Snapshot page, shown without and with rules used]]
  
A list of all of the Role options appears below. You can use this to find out what any of the options will do. Most pages on this wiki will describe the relevant role options for that page however. <br> <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>
  
==Accounts==
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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>
  
The role options in the Accounts section are available to Administrator roles only
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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>
  
===[[Users]]===
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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>
  
*'''Allow role amendment
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===Achievements and Behaviours===
:Allows the user to change the role that is given to accounts and allow the user to Add and Delete accounts.
 
  
===[[AD links]]===
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The following '''[[role options]]''' affect the information shown in the Achievements and Behaviours Alert boxes: <br>
''There are no additional settings for this feature
 
  
===[[Roles]]===
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{| cellpadding="5" cellspacing="0" border="1" style="border:solid 1 #CCC; border-collapse:collapse"
''There are no additional settings for this feature
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|''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>
  
===[[Password notification|Generated Passwords]]===
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The following '''[[role options]]''' also must be enabled for the user to see the Achievements and Behaviour Alert boxes: <br>
''There are no additional settings for this feature
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{| 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>
  
==Manage==
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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>
  
The role options in the Manage section are available to Administrator and Teacher roles
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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>
  
===[[Address changes|Address Changes]]===
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===Attendance===
*'''Capitalise Town
 
:When saving the name of a town to SIMS, the first letter will always be capitalised
 
  
===[[Telephone No. changes]]===
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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>
''There are no additional settings for this feature
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''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>
  
===[[Email address changes]]===
+
===Exclusions===
''There are no additional settings for this feature
 
  
===[[Personal attribute changes|Personal Attribute changes]]===
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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>
''There are no additional settings for this feature
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''General > Snapshot > Including Exclusion'' <br> <br>
  
===[[AM subjects|Assessment Manager subjects]]===
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=Information panels=
''There are no additional settings for this feature
 
  
===[[manage user-defined pages|User-defined pages]]===
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===Today's attendance===
''There are no additional settings for this feature
 
  
===[[manage galleries|Galleries]]===
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[[Image:snap_today.jpg|thumb|The Today's Attendance section of the Snapshot page]]
''There are no additional settings for this feature
 
  
===[[Surveys]]===
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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>
''There are no additional settings for this feature
 
  
===[[manage parents evening|Parents evenings]]===
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{{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.}}
*'''Alternative menu title
+
<br>
:Enter a menu title to use in menus in place of Parents evenings
 
*'''Allow access to multiple staff
 
:Allows the user to make bookings on behalf of any member of staff
 
*'''Allow access to event management
 
:Allows the user to create, edit and delete parents evenings
 
*'''Allow over booking
 
:Allow the user to double-book pupils
 
*'''Allow unavailable and break booking
 
:Allow the user to mark slots as 'unavailable' or 'break', making those slots unavailable to parents and students
 
  
===[[Notice composer]]===
+
====Hiding attendance====
*'''Alternative menu title
 
:Enter a menu title to use in menus in place of Notice composer
 
*'''Show other users notices
 
:Display notices created/edited by other users
 
*'''Email by default
 
:When sending notices, by default the options to send the message as an email to student and to parents will be selected
 
*'''Allow SMS
 
:Allows users to send a copy of the notice via SMS
 
  
===[[Application usage]]===
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{| cellpadding="5" cellspacing="0" border="1" style="border:solid 1 #CCC; border-collapse:collapse"
''There are no additional settings for this feature
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|''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>
  
===[[Do not contact]]===
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The following '''[[preferences]]''' can also be used to hide attendance codes: <br>
''There are no additional settings for this feature
 
  
===[[Forums]]===
+
{| cellpadding="5" cellspacing="0" border="1" style="border:solid 1 #CCC; border-collapse:collapse"
''There are no additional settings for this feature
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|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>
  
===[[Manage assignments|Assignments]]===
+
Additionally the settings in SIMS affect whether or not AM and PM registers are shown. The settings in SIMS are found via: <br>
*'''Show all classes and subjects
+
''Tools > Setups > Attendance Setup > Registration Organisation'' <br>
:Allow staff to set assignments for any class, not just those that they teach
+
(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>
*'''Show user defined groups
 
:Allows assignments to be issued to user defined groups
 
*'''Include older assignments
 
:Assignments that were issued more than 1 month ago will be displayed
 
:*'''Rolling archive in weeks
 
::Assignments whose due date was up to this number of weeks ago will be displayed
 
*'''Allow SMS notification
 
:Users with this role option can send an SMS to students regarding the assignment
 
*'''Allow email notification
 
:Users with this role option can send an email to students regarding the assignment
 
*'''Allow Email notification to parents
 
:Users with this role option can send an email to parents regarding the assignment
 
*'''Default to No submission in class
 
:This sets the default for the "Submission in class" option. If Submission in class is active, then pupils/parents cannot submit assignments only (submission is only allowed in class)
 
  
===[[Manage events]]===
+
====Hiding Information====
''There are no additional settings for this feature
 
  
===[[Manage student events|Manage students events]]===
+
The rooms, times of lessons and student's attendance to each lesson can be displayed or hidden using the following role options: <br>
*'''Alternative menu title
 
:The menu item will be renamed to this
 
  
===[[Resource booking]]===
+
{| cellpadding="5" cellspacing="0" border="1" style="border:solid 1 #CCC; border-collapse:collapse"
*'''Allow access to multiple staff
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|''General > Snapshot > show Rooms''||Show the room in which each lesson or session is taking place
:Allows the user to remove bookings made by other staff members
+
|-
 +
|''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>
  
*'''Allow configuration
+
If you are showing students' attendance, the following symbols will be used: <br>
:This allows users to configure the resource booking system, rather than just making bookings
+
{| cellpadding="5" cellspacing="0" border="1" style="border:solid 1 #CCC; border-collapse:collapse"
 
+
|[[Image:snap_pres.png]]||Present
==Learning experience==
+
|-
 
+
|[[Image:snap_absent.png]]||Absent
The role options in the Learning Experience section are available to Staff and Admin. <br> <br>
+
|-
 
+
|[[Image:snap_late.png]]||Late
===[[Learning experience configuration|Configuration]]===
+
|-
*'''Alternative menu title
+
|[[Image:snap_nomark.png]]||Register not taken
:Enter a menu title to use in menus in place of Configuration
+
|-
*'''Allow management of all staff timetable
+
|[[Image:snap_future.png]]||Register in the future
:Allows the user to prevent other teachers' lessons from being used for Learning Experience, and decide which staff can view other staff's feedback
+
|} <br>
*'''Allow self assessment configuration
 
:Allows the user to select aspects and result sets that students can use for [[self assessment]] <br> <br>
 
 
 
===[[Learning experience analysis|Analysis]]===
 
*'''Alternative menu title
 
:Enter a menu title to use in menus in place of Analysis <br> <br>
 
  
==General==
+
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>
  
The role options in the General section are available to Teacher, Parent and Student roles
+
===Cumulative Attendance===
  
===[[Parents evenings]]===
+
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>
*'''Alternative menu title
+
Snapshot > Cumulative attendance <br> <br>
:Enter a menu title to use in menus in place of Parents evenings
 
*'''allow non-teachers
 
:Allows users to make bookings with staff who do not teach their children
 
*'''allow user bookings
 
:Turn this on to allow parents evening appointments to be made
 
*'''Disclaimer
 
:Enter details of any necessary disclaimer
 
*'''Earliest
 
:Parents evenings taking place before this date will not be shown
 
*'''Hide staff with no appointments remaining
 
:Staff will not appear on the booking list if they have no remaining slots
 
  
===[[School dinners]]===
+
This chart is affected by the following preference, which determines whether or not PM marks are counted for the student: <br>
*'''Alternative menu title
+
Attendance > Only use AM sessions <br> <br>
:Enter a menu title to use in menus in place of School dinners
 
  
===[[Options offer|Options Offer]]===
+
===Cumulative Behaviours===
*'''Show List name on Choices Summary
 
:The name of the list or block will be shown next to options when they have been selected
 
*'''Allow option selection
 
:Allows the user to make selections from the options offer
 
:*'''empty selection text
 
::Text that appears at the top of the page when no selections have been made
 
*'''Allow parental consent
 
:This displays an area for parents to indicate whether or not they consent to the choices
 
*'''Allow parental disapproval
 
:This displays an area for parents to indicate whether or not they disapprove of the choices
 
*'''Show school approval
 
:This displays the school's approval/disapproval of the choices
 
  
===[[iCal export]]===
+
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>
''There are no additional settings for this feature
+
''Snapshot > Cumulative behaviour'' <br> <br>
  
===[[Snapshot]]===
+
The following preference will cause the chart to show no data: <br>
*'''Alternative menu title
+
''Behaviour > Hide behaviour menu items for the following years'' <br> <br>
:Enter a menu title to use in menus in place of Snapshot
 
*'''House colours
 
:Sets a custom background colour depending on which house the student is in. Enter the name of each house, followed by a colon then the html code for the desired background colour i.e. Saxons:#00ff00. Separate each house and colour with a comma
 
*'''Current attendance
 
:Switch the attendance section on or off
 
:*'''show sessions for years
 
::Use asterisk to show sessions for all years, or enter a list of year numbers separated by the plus symbol
 
:*'''show lessons for years
 
::Use asterisk to show lessons for all years, or enter a list of year numbers separated by the plus symbol
 
:*'''show Rooms
 
::Displays room codes in the current attendance section
 
:*'''Show times
 
::Display the time of each lesson
 
:*'''show gridlines
 
::Displays the current attendance section with separating lines between classes
 
:*'''show attendance symbols
 
::Shows symbols indicating the student's attendance to each lesson
 
:*'''show hover over descriptions
 
::Description of icon displayed when hovered over
 
*'''This terms attendance
 
:Show or hide a graph of the current term's attendance
 
*'''Cumulative attendance
 
:Show or hide a graph of the student's cumulative attendance total for the year
 
  
*'''Alerts
+
This role option will hide behaviour incidents issued prior to a certain date: <br>
:shows the alerts set up in SIMS.net (Tools - Setups - Student Teacher View) for Attendance, Behaviour, and Exclusions
+
''Behaviour > Behaviour > Earliest'' <br> <br>
:*'''Including Attendance for years
 
::Use asterisk to show lessons for all years, or enter a list of year numbers separated by the plus symbol.
 
:*'''Including Behaviour
 
::Selecting shows the behaviour alert
 
:*'''using behaviour incidents in the range
 
::The date range of behaviour incidents to be displayed in Insight. This option will impact other pages, such as [[cash in]], [[behaviours]] and [[achievements]]
 
:*'''including Achievements
 
::Selecting shows the Achievements alert
 
:*'''Including Exclusion
 
::Selecting shows the exclusion alert
 
:*'''all Exclusions are unacceptable
 
::One or more exclusions will display as a red flag / thumbs down
 
:*'''showing rules used for Attendance
 
::This will show the boundaries for the attendance alert e.g. what is good, average and poor
 
:*'''showing rules used for Behaviour
 
::This will show the boundaries for the behaviour alert e.g. what is good, average and poor
 
:*'''showing rules used for Achievements
 
::This will show the boundaries for the achievements alert e.g. what is good, average and poor
 
:*'''showing rules used for Exclusions
 
::This will show the boundaries for the exclusions alert e.g. what is good, average and poor
 
:*'''Using hands in place of flags
 
::The default is red, amber and green flags. This setting replaces the flags with thumbs down, yellow card and thumbs up
 
*'''Behaviour
 
:Switches the behaviour section on or off
 
:*'''use this title
 
::Sets the title that Insight will give to the panel showing behaviour information
 
*'''Notices
 
:Show or hide recent notices and SIMS events
 
:*'''excluding SIMS events
 
::Hides SIMS event-based notices from the snapshot page, although they will still appear on the [[notices]] page
 
:*'''jump directly to the notices screen
 
::If this option is on, clicking the notices box at the top of the snapshot page will jump to the [[notices]] page instead of showing the notices on the snapshot page
 
*'''Assignments
 
:Show the assignments section on the snapshot
 
:*'''Only show unfinished assignments
 
::This option will hide all completed assignments from the snapshot page
 
:*'''jump directly to assignments page
 
::If this option is on, clicking the assignments box at the top of the snapshot page will jump to the [[assignments]] page instead of showing the assignments on the snapshot page
 
*'''Recent reports
 
:A small area will appear when a student has recently had a report added to their linked documents
 
:*'''maximum age in days
 
::How long until the recent reports area disappears, once a report has been published
 
*'''Detentions
 
:Displays a panel showing the student's most recent detentions
 
*'''Extra curriculum
 
:Displays a panel showing the student's most recent extra curricular classes
 
*'''Server performance report
 
:This will provide a summary of SQL server performance, and is only to be used for investigative purposes
 
  
===[[Notices]]===
+
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>
*'''Alternative menu title
+
''Behaviour > The number of days taken to validate negative behaviour records'' <Br> <br>
:Enter a menu title to use in menus in place of Notices
 
*'''Show public linked documents
 
:Select to show any public linked documents for the selected pupil that has been uploaded to SIMS
 
*'''public linked documents earliest date
 
:Enter a date before which linked documents will not be shown
 
*'''do not show the following documents types
 
:Enter a list of blocked document types, separated by the plus symbol
 
*'''Show medical events
 
:New medical events added in SIMS will be displayed on the notices page for users to view
 
  
===[[Personal details]]===
+
If the following role option is enabled then behaviour incidents with a points value of zero will be hidden from the chart: <br>
*'''Show tutors name
+
''Behaviour > Hide zero point items'' <br> <br>
:Turn this on to show the long name instead of initials
 
*'''Show SEN Status
 
:Show or hide the current SEN status
 
*'''Show exam number
 
:Show or hide the student's exam number
 
*'''Show Contact Student details
 
:Show or hide the student's contact details
 
*'''Show Current Users details
 
:Shows or hides the contact details of the person who is currently logged in.
 
*'''Show Other Users Details
 
:Shows or hides the details of all of the pupil's contacts from SIMS. This should be used with caution, as in some cases student's contacts are not supposed to know each other's contact details
 
*'''Show Home Address
 
:Shows or hides the home address in full. This should be used with caution, as in some cases the student's home address should not be shared with some of their contacts
 
*'''Show inform us by email panel
 
:Displays a small panel allowing users to send a message to a chosen email address. There must also be an email set for the messages to be sent to (configured via [[preferences]]) and instructive text (below)
 
:*'''inform us by email instructions
 
::Text to be displayed next to the inform us by email section
 
*'''Allow address changes
 
:Users can notify school of any changes to address when this option is selected
 
:*'''Immediate
 
::If this option is on, changes made by users will immediately update SIMS without the need for authorisation by a member of staff
 
*'''Allow telephone number changes
 
:Users can notify school of any changes to telephone numbers when this option is selected
 
:*'''Immediate
 
::If this option is on, changes made by users will immediately update SIMS without the need for authorisation by a member of staff
 
*'''Allow email address changes
 
:Users can notify school of any changes to email addresses when this option is selected
 
:*'''Immediate
 
::If this option is on, changes made by users will immediately update SIMS without the need for authorisation by a member of staff
 
:*'''Allow multiple email addresses
 
::This allows users to record more than one email address, which can be written back to SIMS
 
*'''Allow student email address changes
 
:Users can notify school of any changes to the student's email address when this option is selected
 
:*'''Immediate
 
::If this option is on, changes made by users will immediately update SIMS without the need for authorisation by a member of staff
 
*'''Show telephone contact notes
 
:This option allows the user to see any notes entered here or in SIS against the contact number
 
*'''Show mode of travel
 
:Shows or hides the student's usual mode of travel to school
 
:*'''allow mode of travel changes
 
::Allows changes to student's mode of travel
 
:*'''Immediate
 
::If this option is on, changes made by users will immediately update SIMS without the need for authorisation by a member of staff
 
*'''Show route
 
:Shows or hides the route to school usually taken by the student
 
:*'''allow route changes
 
::Allows changes to student's route to school
 
:*'''Immediate
 
::If this option is on, changes made by users will immediately update SIMS without the need for authorisation by a member of staff
 
*'''Show emergency contact
 
:Shows or hides the emergency contact for the pupil held in SIMS. This should be used with caution, as in some cases student's contacts are not supposed to know each other's contact details
 
*'''Show dietary requirements
 
:Shows or hides the student's dietary needs if any.
 
:*'''allow dietary requirements changes
 
::Allows changes to student's dietary requirements
 
:*'''Immediate
 
::If this option is on, changes made by users will immediately update SIMS without the need for authorisation by a member of staff
 
*'''Show home language
 
:Shows or hides the student's home language
 
:*'''allow home language changes
 
::Allows changes to home language
 
:*'''Immediate
 
::If this option is on, changes made by users will immediately update SIMS without the need for authorisation by a member of staff
 
*'''Show Religion
 
:Shows or hides the student's religion
 
:*'''allow religion changes
 
::Allows changes to religion
 
:*'''Immediate
 
::If this option is on, changes made by users will immediately update SIMS without the need for authorisation by a member of staff
 
*'''Show FSM
 
:Shows or hides the Free School Meals status
 
*'''Show Connexions assent
 
:Shows the assent status where applicable
 
*'''Show gender
 
::Shows or hides gender of student
 
*'''Show ethnicity
 
:Shows or hides any ethnicity information
 
:*'''allow ethnicity changes
 
::Allows changes to ethnicity information
 
:*'''Immediate
 
::If this option is on, changes made by users will immediately update SIMS without the need for authorisation by a member of staff
 
*'''Show country of birth
 
:Shows the student's country of birth
 
:*'''allow country of birth changes
 
::Allows changes to the student's country of birth
 
:*'''Immediate
 
::If this option is on, changes made by users will immediately update SIMS without the need for authorisation by a member of staff
 
*'''Show national identity
 
:Shows the student's national identity
 
:*'''allow national identity changes
 
::Allows changes to the student's national identity
 
:*'''Immediate
 
::If this option is on, changes made by users will immediately update SIMS without the need for authorisation by a member of staff
 
*'''Show nationalities
 
:Shows the student's nationality(s)
 
:*'''allow nationalities changes
 
::Allow changes to the student's nationality(s)
 
:*'''Immediate
 
::If this option is on, changes made by users will immediately update SIMS without the need for authorisation by a member of staff
 
*'''Show consents
 
:Shows or hides consents from user
 
:*'''allow consent changes
 
::Allows changes to consent information
 
*'''Show consent comments
 
:Show comments relating to consents from SIMS
 
:*'''allow consent comments changes
 
::Allow changes to consent comments
 
*'''Show chosen name
 
:Shows or hides preferred name
 
*'''Show house
 
:Displays the student's house group
 
*'''Show medical
 
:Shows or hides medical information
 
:*'''allow medical condition changes
 
::Allow the user to request medical condition changes
 
:*'''allow medical practice changes
 
::Allow the user to request changes to their medical practice details
 
:*'''include medical notes
 
::Notes from the medical section in SIMS will be displayed
 
:*'''allow medical note additions
 
::Allow the user to update the medical notes held in SIMS
 
*'''Always hide these consents
 
:Enter each consent name you wish to hide from Insight, separated by commas
 
  
===[[Timetable]]===
+
===Cumulative Achievements===
*'''Show Staff Names
 
:Shows the teachers long name instead of initials
 
*'''Use "show lessons for years" setting from Snapshot
 
:If this option is turned on, lesson marks will only be displayed for the years listed in the 'show lessons for years' setting in the snapshot role options
 
:*'''and use this to hide the whole period
 
::If this option is turned on, the whole lesson will be hidden for the listed years. If it is turned off, the lesson will be shown, but without a mark
 
*'''Use "show sessions for years" setting from Snapshot
 
:If this option is turned on, session marks will only be displayed for the years listed in the 'show lessons for years' setting in the snapshot role options
 
*'''Show session marks
 
:Shows or hides the attendance marks for statutory registration periods
 
*'''Show class codes for lessons
 
:Shows or hides the class code - the subject will remain
 
*'''Show rooms
 
:Shows or hides an indication of the timetabled room
 
:*'''use short room name
 
::Show the short room name, rather than the full room name
 
*'''Show times
 
:Display the times of each class
 
*'''Squeeze misaligned slots
 
:Where there may be gaps in the timetable, or if lessons do not happen at the same time each day, this option formats the timetable more regularly
 
*'''Hide these subjects
 
:Enter a list of subjects which are always to be hidden, separated by the plus symbol
 
*'''Allow use of /_Personalisation/TimetableJump.aspx
 
:When certain lessons are clicked on, a new page can be opened according to the settings in [[personalisation|timetablejump file]]
 
*'''Show learning experience feedback
 
:
 
*'''Allow viewing of non-current years
 
:Allow the user to view timetables from previous or future years
 
*'''Latest
 
:Any timetable schedules after this date will not be shown
 
  
===[[S.E.N details|SEN Details]]===
+
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>
*'''Alternative menu title
+
''General > Snapshot > Cumulative achievements '' <br> <br>
:Enter a word to use in menus in place of SEN Details
 
*'''Earliest
 
:SEN events, provisions, etc. will not be shown if they were recorded earlier than this date
 
*'''Show needs
 
:Shows or hides a list of the student's needs
 
:*'''replace needs with full descriptions
 
::If the needs are not descriptive enough, you can show the full descriptions
 
*'''Show events
 
:Show or hide SEN events
 
*'''Show provisions
 
:Show or hide SEN Provisions
 
*'''Show IEPs
 
:Show or hide education plans
 
*'''Show gifted and talented
 
:Displays the student's gifted and talented status
 
*'''Show review information
 
:Show or hide SEN review dates and details
 
*'''Show statements
 
:Show or hide SEN statements
 
*'''Show SEN documents
 
:Show or hide SEN documents uploaded to SIMS
 
  
===[[School details]]===
+
The following preference will cause the chart to show no data: <br>
*'''Allow email contact
+
''Behaviour > Hide behaviour menu items for the following years'' <br> <br>
:The user will have access to a "Contact us" box, that sends an email to the school office address
 
*'''Twitter timeline URL
 
:If the school has a twitter account, the URL for the timeline can be added here. The most recent events from the Twitter timeline will then be shown on the [[School details]] page.
 
  
===[[Events]]===
+
This role option will hide achievements issued prior to a certain date: <br>
*'''Alternative menu title
+
''Behaviour > Achievements > Earliest'' <br> <br>
:Enter a menu title to use in menus in place of Events
 
*'''Disclaimer
 
:Enter a disclaimer to be displayed on the events page. This will only be available to events with seat booking
 
*'''Disclaimer for non seated
 
:Enter a disclaimer to be displayed on the events page. This will only be available to events without seat booking
 
  
===[[Student events]]===
+
If the following role option is enabled then behaviour incidents with a points value of zero will be hidden from the chart: <br>
*'''Alternative menu title
+
''Behaviour > Hide zero point items'' <br> <br>
:Enter a menu title to use in menus in place of Student events
 
  
===[[BBC education news|BBC Education News]]===
+
===Recent behaviours===
*'''Start
 
:Enter date from which user will have access to BBC Education News through Insight
 
*'''End
 
:Enter end date to which user will have access to BBC Education News through Insight
 
*'''Years
 
:Enter the year group(s) for which the user will have access to BBC Education News, each separated by a plus symbol
 
  
===[[BBC sports news|BBC Sports News]]===
+
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>
*'''Start
 
:Enter date from which user will have access to BBC Sports News through Insight
 
*'''End
 
:Enter end date to which user will have access to BBC Sports News through Insight
 
*'''Years
 
:Enter the year group(s) for which the user will have access to BBC Sports News, each separated by a plus symbol
 
  
===[[Linked adults and agencies]]===
+
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>
*'''Alternative menu title
+
General > Snapshot > Behaviour <br> <br>
:Enter a menu title to use in menus in place of Linked adults and agencies
 
*'''Show Agent
 
:Includes agents in the directory
 
*'''Show Agency
 
:Includes agencies in the directory
 
*'''Show Academic
 
:Includes relevant academic staff in the directory
 
*'''Show Pastoral
 
:Includes relevant pastoral staff in the directory
 
*'''Show Contact
 
:Includes all student contacts in the directory. <b>This should be used with caution</b>
 
*'''Show Medical
 
:Includes medical contacts in the directory.
 
*'''Show Other
 
:Includes any other contacts in the directory.
 
*'''Show photos for Academic and Pastoral staff
 
:Staff photos from SIMS will be displayed.
 
*'''Hide these supervisors
 
:Enter the titles of any supervisors who should not be displayed on the Linked Adults and Agencies page e.g. Pastoral:House Supervisor
 
  
===[[Assignments]]===
+
The panel can also be renamed using the following role option: <br>
*'''Alternative menu title
+
''General > Snapshot > Use this title'' <br> <br>
:Enter a menu title to use in menus in place of Assignments
 
*'''Earliest
 
:Assignments created before this date will not be displayed
 
:*'''Rolling archive in weeks
 
::Assignments whose due date is up to this many weeks in the past will be displayed
 
*'''Strip old open
 
:Assignments that are pending/outstanding will only be displayed if their due date is in the future
 
*'''Strip future
 
:Assignments which have a Issued Date in the future will not be displayed
 
*'''Show status column
 
:Show or hide the assignment status information e.g. completed, overdue, etc.
 
*'''Show mark column
 
:Show or hide the grade for the assignment.
 
*'''Show user check column
 
:This will enable a column showing either a tick or cross for each assignments. Users (parents or students) can toggle between the tick and cross for their personal use, to record which assignments have been completed. This information does not feed back to teachers and does not change the status of the assignment to Complete
 
*'''Include exceptions
 
:If this option is off, assignments where the status is Exception will never be displayed
 
*'''Order by issued date
 
:The assignments will be ordered by their issued date, rather than their due date
 
*'''Group by subject
 
:Assignments of the same subject will be grouped together
 
*'''Allow uploading evidence
 
:Allows the users to upload their assignment work online. This is only available when the assignment has been created in Insight
 
  
===[[Forums]]===
+
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>
*'''New topics can be added
 
:turn this on to allow users to start new topics.
 
*'''Replies can be posted
 
:Users can add comments to topics in the forums
 
*'''Replies can be edited
 
:This option allows users to amend their own posts.
 
*'''Alternative menu title
 
:Enter a menu title to use in menus in place of Assignments
 
*'''Use for announcements only
 
:Select this to force the forums into announcements only mode. Users will not be able to view or create topics, or post replies, regardless of the options above.
 
  
===Custom [[Galleries|gallery]] / [[User-defined pages|user defined 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>
*'''Start
+
Behaviour > Hide behaviour menu items for the following years'' <br> <br>
:Users will not be able to view the user defined page / gallery before this date
 
*'''End
 
:Users will not be able to view the user defined page / gallery after this date
 
*'''Years
 
:The gallery / user defined page will only be visible to parents of students in these year groups. Separate the year groups by a plus symbol, or leave blank for all <br> <br>
 
  
=Attendance=
+
===Detentions===
  
The role options in the Attendance section are available to Teacher, Parent and Student roles
+
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>
  
===[[Attendance summary]]===
+
Detentions earlier than the date set here will not be shown: <br>
*'''Title
+
''Behaviour > Detentions > Earliest'' <Br> <br>
:Enter a menu title to use in menus in place of Attendance Summary
 
*'''Show attendance by session
 
:Shows or hides the Attendance by session bar graph
 
*'''Use "show sessions for years" setting from Snapshot
 
:The attendance summary will be shown or hidden, depending on the settings in the mentioned snapshot role option
 
*'''Show week by week
 
:Turn this on to show the week-by-week section of the summary
 
*'''Show codes summary
 
:Displays a section showing which attendance codes the student has received, and how often
 
:*'''merge AM and PM
 
::Bundles AM and PM present marks into a single mark
 
*'''Show statistical summary
 
:Shows or hides the statistical summary table
 
*'''Show calendar view
 
:Shows or hides the calendar view for attendance
 
*'''Disclaimer
 
:Enter details of any necessary disclaimer
 
  
===[[Attendance comparison]]===
+
===Extra curricular===
''There are no additional settings for this feature
 
  
===[[Attendance career]]===
+
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>
''There are no additional settings for this feature
+
''General > Snapshot > Extra Curricular'' <br> <br>
  
===[[Lesson summary]]===
+
Detentions earlier than the date set here will not be shown: <br>
*'''Use "show sessions for years" setting from Snapshot
+
''Attendance > Extra Curriculum > Earliest'' <Br> <br>
:This will show or hide the whole menu item for students not in the relevant Snapshot list
 
*'''Show week by week
 
:Turn this on to show the week-by-week section of the summary
 
*'''Show codes summary
 
:Displays a section showing which attendance codes the student has received, and how often
 
:*'''merge AM and PM
 
::Bundles AM and PM present marks into a single mark
 
*'''Show statistical summary
 
:Shows or hides the statistical summary table
 
*'''Show calendar view
 
:Shows or hides the calendar view for attendance
 
*'''Disclaimer
 
:Enter details of any necessary disclaimer
 
  
===[[Report absences|Report Absences]]===
+
===Recent reports===
*'''Valid reasons
 
:Enter a list of valid reasons for absence, separated by the + symbol
 
*'''Allow reporting of planned absences
 
:This allows parents to notify the school about upcoming absences
 
*'''Allow reporting of historical absences
 
:This allows parents to notify the school about previous absences
 
*'''Maximum age of absence in days
 
:Parents cannot report absences which are older than the number of days shown in this option
 
*'''Disclaimer
 
:A disclaimer that will appear on the page when parents are reporting absences
 
*'''Acceptance message
 
:The message that will be displayed when users report an absence
 
  
===[[Extra curriculum|Extra Curriculum]]===
+
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>
*'''Show attendance
+
''General > Snapshot > Recent reports'' <br> <br>
:A column will be displayed showing whether or not the pupil attended
 
*'''Show comments
 
:Comments added during the extra curricular activity will be displayed
 
*'''Earliest
 
:Any extra curricular activities which took place earlier than this date will not be displayed <br> <br>
 
  
==Behaviour==
+
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>
  
The role options in the Behaviour section are available to Teacher, Parent and Student roles
+
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>
  
===[[Achievements]]===
+
===This Term's Attendance===
*'''Earliest
 
:Positive behaviour incidents recorded before this date will not be displayed
 
*'''Show comments
 
:Behaviour comments will be displayed
 
*'''Show points values
 
:Show the number of points associated with each behaviour incident
 
*'''Alternative for points
 
:Use an alternative term, instead of "points"
 
*'''Show outcomes
 
:Show the outcome associated with each behaviour incident
 
*'''Hide zero point items
 
:Behaviour incidents will be hidden if their points value is zero
 
*'''Show staff
 
:Displays the names of all involved staff, as taken from SIMS. This is not relevant is behaviour is being taken from PARS
 
*'''Show analysis charts
 
:Automatically-generated charts will be displayed, showing the reasons the pupil is earning their positive behaviour incidents
 
*'''Show location
 
:Display the room that the behaviour incident was recorded in
 
*'''Alternative for Event time
 
:Enter an alternative name for the column header Event Time
 
*'''Show Event Time
 
:Displays the period during the day that the information was recorded
 
*'''Alternative for Recorder
 
:Enter an alternative name for the column header Recorder
 
*'''Show Recorder
 
:Display the name of the staff member who recorded the behaviour incident
 
*'''Show Issued In
 
:Shows the class or subject the behaviour incident was added in as taken from PARS. This is not relevant if behaviour is being taken from SIMS.
 
*'''Show Subject
 
:Displays the subject the behaviour incident was added in as taken from SIMS. This is not relevant is behaviour is being taken from PARS
 
  
===[[Behaviours]]===
+
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>
*'''Earliest
+
Snapshot > This term's attendance <br> <br>
:Positive behaviour incidents recorded before this date will not be displayed
 
*'''Include interventions
 
:Display information recorded in intervention section in SIMS. This is not relevant when behaviour is being collected from PARS
 
*'''Show comments
 
:Behaviour comments will be displayed
 
*'''Only show resolved
 
:Select to show only incidents that have been resolved. Incidents that are on-going will not be shown.
 
*'''Show points values
 
:Show the number of points associated with each behaviour incident
 
*'''Alternative for points
 
:Use an alternative term, instead of "points"
 
*'''Show outcomes
 
:Show the outcome associated with each behaviour incident
 
*'''Hide zero point items
 
:Behaviour incidents will be hidden if their points value is zero
 
*'''Show staff
 
:Displays the names of all involved staff, as taken from SIMS. This is not relevant is behaviour is being taken from PARS
 
*'''Show analysis charts
 
:Automatically-generated charts will be displayed, showing the reasons the pupil is earning their positive behaviour incidents
 
*'''Show location
 
:Display the room that the behaviour incident was recorded in
 
*'''Alternative for Event time
 
:Enter an alternative name for the column header Event Time
 
*'''Show Event Time
 
:Displays the period during the day that the information was recorded
 
*'''Alternative for Recorder
 
:Enter an alternative name for the column header Recorder
 
*'''Show Recorder
 
:Display the name of the staff member who recorded the behaviour incident
 
*'''Show Issued In
 
:Shows the class or subject the behaviour incident was added in, as taken from PARS. This is not relevant if behaviour is being taken from SIMS
 
*'''Show Subject
 
:Displays the subject the behaviour incident was added in, as taken from SIMS. This is not relevant is behaviour is being taken from PARS
 
  
===[[Detentions]]===
+
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>
*'''Show attendance
 
:Shows whether or not the pupil attended the detention
 
:*'''Show excuse
 
::If detention information is taken from SIMS, this will show the reason the pupil did not attend the detention. If the detention is taken from PARS this will display a column showing whether or not the detention was reset
 
*'''Show comments
 
:Display comments associated to the detention
 
*'''Earliest
 
:Detentions issued earlier than this date will not be displayed
 
*'''Show reasons
 
:Show or hide the reason for a detention
 
*'''Show activities
 
:Shows the activities information from SIMS. This is not relevant if detentions are taken from PARS
 
*'''Show location
 
:Displays the room the detention took place in
 
*'''Show with
 
:Display the name of the staff member who is taking the detention
 
  
===[[Report card]]===
+
===Custom Panels (snapshot.bolton.xml)===
*'''Show details
 
:Show the full details of the report card, including the targets set for the pupil and the grades received. The alternative is to only show incidences of the pupil being placed on report
 
:*'''whole weeks only
 
*'''The report card will only show data up until last Friday
 
:Report cards given earlier than this date will not be displayed
 
  
===[[Exclusions]]===
+
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.
*'''Show comments
 
:Turn this option On to show exclusion comments
 
*'''Show appealed exlusions
 
:Display exclusions ever during an appeal process
 
  
===[[Cash in]]===
+
The bolton files need to be in the following format: <br> <br>
*'''Earliest
 
:Cash in incidents recorded earlier than this date will not be displayed
 
*'''Allow user cash ins
 
:The user is able to make purchases from the cash in catalogue
 
  
===[[Behaviour comparison]]===
+
<root>
''There are no additional settings for this feature <br> <br>
+
<title>Guidance</title>
 +
<url>https://[your Insight URL]/_Personalisation/example.html</url>
 +
<height>50</height>
 +
</root>
  
==Assessment==
+
{{Note|Replace [your Insight address] with the URL you use for Insight}}
  
The role options in the Assessment section are available to Teacher, Parent and Student roles
+
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>
  
===[[Assessments]]===
+
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>
*'''For these years
 
:Enter a list of year groups, separated by the plus symbol, for which this menu item is to be shown.
 
*'''Show data from how many previous academic years
 
:Select the number of years of data you want the user to see.
 
:*'''or specify other amounts for specific yeargroups
 
::Enter amounts in the form yeargroup:amount, separated by a plus, for example 7:0+8:1+9:2+10:0+11:1+12:0+13:1
 
*'''Alternative menu title
 
:Enter a word to use in menus in place of Assessments.
 
*'''Earliest
 
:Assessment data entered before this date will not be shown
 
*'''Latest
 
:Assessment data entered after this date will not be shown
 
*'''Latest first
 
:Turn this option on to attempt to order the assessments with the most recent at the top.
 
*'''Limit to current subjects
 
:Turn this option on to only show assessments for currently taken subjects, or leave switched off for all subjects
 
*'''Use column headings in place of aspect name
 
:The aspect's column heading will be displayed, rather than the aspect name itself
 
*'''Use gradeset description in place of result
 
:Where a result has a description within its gradeset, use this instead of the actual result.
 
*'''Expand by default
 
:This options sets whether groups of assessments start out expanded or collapsed.
 
*'''Show result block
 
:To show assessments by resultset or reporting period.
 
:*'''group by result block
 
::Use this option to cluster assessments by resultset or reporting period.
 
*'''Limit Targets to main grade result block
 
:Limit to main grade result block
 
*'''Attempt level split on aspect name
 
:Useful only if your aspect names begin with a recognisable level, results can be arranged in levels.
 
*'''Show grade help popup
 
:Will provide help popup regarding grades.
 
*'''Show progress charts
 
:Hide or show progress charts
 
  
===[[Exams|Examination entries]]===
+
=Behaviour Summary=
*'''Show forecast grade
 
:Shows or hides the forecast grade column
 
*'''Show mode
 
:Shows or hides the mode option
 
*'''Show status
 
:Shows or hides the status
 
*'''Disclaimer
 
:Enter details of any necessary disclaimer.
 
  
===[[Exams|Examination results]]===
+
[[Image:snap_behaviour_summary.jpg|thumb|The Snapshot Behaviour Summary]]
*'''Date format
 
:The format used for the date column. A common format is ddmmyyyy. A full list of the available formats can be found [https://msdn.microsoft.com/en-us/library/system.globalization.datetimeformatinfo(v=vs.71).aspx here]
 
*'''Show points column
 
:Shows or hides the points column
 
:*'''points column title
 
::The title used for the points column
 
:*'''split points column
 
::Split points column into points and equivalent information.
 
*'''Show forecast column
 
:Shows or hides the forecast grade column.
 
*'''Show external column
 
:Shows or hides the external column.
 
*'''Show due dates
 
:Enter the due dates here.
 
*'''Disclaimer
 
:Enter details of any necessary disclaimer.
 
  
===[[Exams|Examination coursework]]===
+
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>
''There are no additional settings for this feature
+
''General > Snapshot > Behaviour'' <br> <br>
  
===[[Key stage results]]===
+
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>
*'''Include average point scores
+
''General > Snapshot > Showing Achievements summary'' <br>
:Show or hide average point scores
+
''General > Snapshot > Showing Behaviour summary'' <br> <br>
*'''KS3 En ATs
 
:Show or hide English result
 
*'''KS3 Ma ATs
 
:Show or hide Maths result
 
*'''KS3 Sc ATs
 
:Show or hide Science result
 
*'''KS3 Other ATs
 
:Show or hide Other result
 
*'''KS3 En Test Levels
 
:Show or hide English test levels.
 
*'''KS3 Ma Test Levels
 
:Show or hide Maths test levels.
 
*'''KS3 Sc Test Levels
 
:Show or hide Science test levels.
 
*'''KS3 Other Test Levels
 
:Show or hide Other test levels.
 
*'''KS2 En ATs
 
:Show or hide English result
 
*'''KS2 Ma ATs
 
:Show or hide Maths result
 
*'''KS2 Sc ATs
 
:Show or hide Science result
 
*'''KS2 En Test Levels
 
:Show or hide English test levels.
 
*'''KS2 Ma Test Levels
 
:Show or hide Maths test levels.
 
*'''KS2 Sc Test Levels
 
:Show or hide Science test levels.
 
*'''KS1 En ATs
 
:Show or hide English result
 
*'''KS1 Ma ATs
 
:Show or hide Maths result
 
*'''KS1 Sc ATs
 
:Show or hide Science result
 
*'''KS1 En Test Levels
 
:Show or hide English test levels.
 
*'''KS1 Ma Test Levels
 
:Show or hide Maths test levels.
 
*'''KS1 Sc Test Levels
 
:Show or hide Science test levels.
 
  
===[[Exams|Examination timetable]]===
+
The Behaviour Summary will show behaviour incidents from the range specified in this role option: <br>
*'''Include open seasons
+
''General > Snapshot > Using incidents in the range'' <br> <br>
:Use this option if you want to show open exam seasons.
 
*'''Disclaimer
 
:Enter details of any necessary disclaimer
 
*'''Remove exams after this many days
 
:After this number of days, exams will be hidden from Insight. Use -1 to show all exams regardless of their date. <br> <br>
 
  
===[[Self assessment]]===
+
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>
''There are no additional settings for this feature'' <br> <br>
 
  
==Subjects==
+
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>
  
The role options in the Subjects section are available to Teacher, Parent and Student roles
+
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>
  
===[[Subjects]]===
+
Negative behaviour incidents will not be shown if this preference is used to hide them: <br>
*'''Show grade summary
+
''Behaviour > The number of days taken to validate negative behaviour records'' <br> <br>
:Use this option to show assessment data
 
:*'''for these years
 
::Only show assessment data for these years. Separate each year group with a plus symbol
 
:*'''using gradeset descriptions
 
::Where a result has a description within its gradeset, use this instead of the actual result.
 
:*'''for how many previous academic years
 
::Select the number of academic years to go back to find grades for the summary, where zero means the current year only.
 
:*'''or specify other amounts for specific yeargroups
 
::Enter the amount of previous years for specific groups in the form yeargroup:amount, separated by a plus, for example 7:0+8:1+9:2+10:0+11:1+12:0+13:1.
 
:*'''latest first
 
::Show grades ordered latest first.
 
:*'''latest date
 
::Grades will not be displayed if they were entered after this date
 
:*'''use _Personalisation\aspect.priorities file
 
::The aspectpriorities file will be used to apply custom ordering to aspects in the grade summary. See the [[personalisation]] page for more information about the aspectpriorities file <br> <br>
 
  
*'''Earliest date
+
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>
:Reports uploaded earlier than this date will not be displayed
 
*'''Latest cut-off date
 
:Reports uploaded after this date will not be displayed
 
*'''Hide non-PDF's
 
:Documents will only be displayed if they are PDF
 
*'''Report Documents Filter
 
:By default, all report-type documents from the linked documents will be shown on the Subjects page. Enter a list of keywords, each prefixed with either a plus or minus symbol. Report-type documents will not be shown if their title contains one of the keywords prefixed with a minus symbol, and will be shown if their title contains a keyword prefixed with a plus symbol. Each keyword should be separated by a pipe i.e. +ShowThese|-HideThese
 
*'''Include General Documents containing
 
:By default Insight will not display general documents. You can enter a plus symbol followed by a key word or phrase and Insight will display all general documents with titles including that word
 

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.