Test

Configuration

Creating a Parents Evening

The following role options are required to configure a parents evening:
Manage > Parents Evening (On)
Manage > Parents Evening > Allow access to event management (On)

To create a new parents evening go to:
Manage > Parents Evening

Click the Add button at the top of the page. A new page will open with four tabs.

Details Tab

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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.

Enter the Date for the Parents Evening. By default, Insight will use this date to determine which classes the pupils are in.

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.

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.

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.

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.

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.

Students Tab

Select the year group(s) of students who will be attending the Parents Evening.

Staff Tab

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).

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.

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.

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.

Exclusions Tab

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.

Excluding Classes / Subjects / Teachers

Excluding Subjects

Entire subjects can be excluded from Parents Evenings if desired. To do this, go to:
Manage > Preferences > Parents Evening

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.

Once you have done the above, go to:
Manage > Parents Evenings

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.

Excluding Individual Classes

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.

You will now be back on the Manage Parents Evening page. Select the Parents Evening and click the dropdown next to the Edit button.

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.

Excluding Teachers

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.

Making Bookings for Students

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.

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.

Columns will be coloured grey if the student already has a booking in that timeslot.

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.

Advanced Configuration

Force a Break Between Parents' Appointments

Assign Breaks for Staff

Allow Parents to Make Bookings Only During Certain Dates (the Relax During setting)

Excluding A Class For Only One Of Its Teachers