Difference between revisions of "Test"

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In any other case you will see a warning (or several warnings) on the report. <br> <br>
 
In any other case you will see a warning (or several warnings) on the report. <br> <br>
  
==WARNING 1 - The user does not meet the sync rules==
+
===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 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==
+
===WARNING 4b - Only one account is allowed per household. Change the preferences if needed===
  
  
 
=Parent Account not linked to one or more students=
 
=Parent Account not linked to one or more students=

Revision as of 11:20, 30 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

Parent Account not linked to one or more students