Difference between revisions of "Test"

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=Parent Account not being Created=
 
=Parent Account not being Created=
  
In order for an account to be created for a parent, the parent must have a valid link to at least one child at school according to the SYNC RULES. There are also a number of preferences
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In order for an account to be created for a parent, the parent must have a valid link to at least one child at school. Whether a parent's link to a child is "valid" is determined by the '''[[synchronisation rules]]'''. There are also a number of '''[[preferences]]''' that affect whether a parent will be given an account in Insight. <br> <br>
  
There are four reasons an account might not be created:
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There are four reasons an account might not be created. All of these conditions can be enabled/disabled using either synchronisation rules or preferences:
*Not meeting sync rules
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*The person does not have a valid link to the student
*Not having an email address
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*The person does not have an email address
*More than one cohabitee
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*There is already one Insight account holder at the address
*Leaving date / grace days
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*The student is off roll
  
 
Go to Reports > SIMS Synchronisation. Find the student whose parent(s) are missing from the list of Users. You can use Ctrl+F to search the page. <br> <br>
 
Go to Reports > SIMS Synchronisation. Find the student whose parent(s) are missing from the list of Users. You can use Ctrl+F to search the page. <br> <br>

Revision as of 09:59, 16 January 2018

Parent Account not being Created

In order for an account to be created for a parent, the parent must have a valid link to at least one child at school. Whether a parent's link to a child is "valid" is determined by the synchronisation rules. There are also a number of preferences that affect whether a parent will be given an account in Insight.

There are four reasons an account might not be created. All of these conditions can be enabled/disabled using either synchronisation rules or preferences:

  • The person does not have a valid link to the student
  • The person does not have an email address
  • There is already one Insight account holder at the address
  • The student is off roll

Go to Reports > SIMS Synchronisation. Find the student whose parent(s) are missing from the list of Users. You can use Ctrl+F to search the page.

If the student is missing from the report then the student is off roll. You can use grace period.

If the student appears in the report, but the parent does not appear underneath the student, then the parent has not been linked to the student in SIMS. Check section 5 family and home.

In any other case you will see a warning (or several warnings) on the report.

WARNING 1
The user does not meet the sync rules

WARNING 3a or WARNING 4a
The parent does not have a valid email address in SIMS. Can change preferences

WARNING 4b
Only one account is allowed per household. Change the preferences if needed

Synchronisation Rules

Parent Account not linked to one or more students