Difference between revisions of "Test"

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The Assessments page will show grades to parents and students. Some setup is required in order to pull grades into Insight and also to configure charts, if required. Grades can be pulled in from either <span class="plainlinks">'''[http://www.tascsoftware.co.uk/software-titles/pars-connect/ PARS]'''</span> or SIMS. <br> <br>
+
=Creating Notices=
  
This is not the same as the '''[[Subjects]]''' page, which shows the students' Linked Documents. Grades from SIMS can also be displayed to users via the '''[[Self assessment|Self Assessment]]'''additional module of Insight which is not covered on this page. The '''Self Assessment''' module allows students to record a grade for themselves which is stored in SIMS. <br> <br>
+
Notices are internal Insight messages, sent to students and parents. The notice composer is used to create, edit and send notices. Copies of notices can also be sent as email or SMS messages. <br> <br>
  
=Setup=
+
==Creating a new notice==
  
==Importing Grades from SIMS==
+
Click on the Add button to create a new notice. The date given to a notice does not affect the time that it is sent; notices, emails and SMS messages are always 'sent' immediately. The notice will be visible to users on the [[Notices]] page, which is separated into months. The date entered when creating the notice determines which month the notice is recorded against on the Notices page. <br> <br>
  
The following '''[[Role options|Role Option]]''' is required to import grades from SIMS: <br>
+
The expiry date is used to force the notice to disappear from users' inboxes after a certain date. If an expiry date is not selected, Insight will determine when to hide the notice. <br> <br>
''Manage > Assessment Manager subjects'' (On) <br> <br>
 
  
To begin go to the following page: <br>
+
The notice will need to have a title and body for the message. The options to send the notice as an email or SMS are found at the top of the window. Notices can be edited and deleted after they are sent, and these changes will be made to the notice after it has already been sent. This is not possible for copies of the message sent via email or SMS. <br> <br>
'''Manage > AM subjects''' <br> <br>
 
  
Select the Aspect that you would like to pull into Insight from the '''Aspect''' dropdown at the top of the page. A list of subjects will then appear at the bottom of the page. Tick the subject(s) that the aspect is related to to pull the aspect into Insight. There is no save button; ticking the subjects is all that needs to be done. <br> <br>
+
There are two further tabs used to add attachments and recipients. Any files can be added as attachments. Recipients are added by selecting students; all users linked to that student will receive the notice. <br> <br>
  
To delink an aspect from Insight, select the aspect from the '''Aspect''' dropdown then untick all subjects. <br> <br>  
+
<div>[[Image:notice_composer02.jpg]]</div>
  
===Reviewing Linked Aspects===
+
===Mail merge fields===
 +
Mail merge fields can be used in notices sent from Insight. Simply type any of the merge fields below to pull data into your notices:
  
There is a report which shows a list of all the aspects that have been pulled into Insight, and which subject(s) each aspect is linked to. The Role Option required to access this report is: <br>
+
{| class="wikitable"
''Reports > Linked aspects'' (On) <br> <br>
+
! Mailmerge field !! Ouput
 
+
|-
The report is accessed via: <br>
+
| {adno} || Admission Number
'''Reports > Linked aspects''' <br> <br>
+
|-
 
+
| {onroll} || Whether the pupil is on roll or not
===Hiding Result Sets for Specific Aspects===
+
|-
 
+
| {name} || The pupil's fullname i.e. John Smith
When you pull a SIMS aspect into Insight, every result set will automatically be pulled through too. If a student has a grade in any result set, that grade will be displayed on the Assessments page (subject to other Role Options for the user account). However you may wish to hide certain result sets for some aspects. <br> <br>
+
|-
 
+
| {listname} || The pupil's surname followed by forename i.e. Smith, John
Result sets can be hidden for specific aspects by editing a text file on the IIS server. No Role Options are required for this, but you do need access to the Insight server. <br> <br>
+
|-
 
+
| {gender} || The pupil's gender
The text file is found in the '''_Personalisation''' folder of the Insight installation, which is typically located: <br>
+
|-
''C:\wwwroot\inetput\INSIGHT\_Personalisation'' <br> <br>
+
| {year} || The year group the pupil belongs to
 
 
The file to be edited will either be called '''blacklisted.aspect.resultsets''' or '''blacklisted.aspect.resultsets.unused'''. If you have a file called '''blacklisted.aspect.resultsets''' then open that file using Notepad or a similar basic text editor (not Microsoft Word or Google Docs!). If you do not have an '''blacklisted.aspect.resultsets''' file but do have an '''blacklisted.aspect.resultsets.unused''' file, then edit the '''blacklisted.aspect.resultsets.unused''' file, remove the '''.unused''' extension, then edit the file using Notepad or similar basic text editor. If you do not have either file, run a '''[[service pack|service pack]]''' then refresh the '''_Personalisation''' folder. <br> <br>
 
 
 
In the file you will need one line for each aspect/resultset combination that you want to blacklist. The name of the aspect should appear first, then a comma, then the name of the result set. For example: <br>
 
End of Year Grade, Preliminary results
 
 
 
==Importing Grades from PARS==
 
 
 
If you want to import grades from PARS you will need the following Role Option: <br>
 
''Manage > Preferences'' (On) <br> <br>
 
 
 
To import grades from PARS go to: <br>
 
'''Manage > [[Preferences]]''' <br> <br>
 
 
 
Scroll down to the PARS section and look for an option called '''Collect Grades from PARS''' - this must be turned on. Click the '''Choose Elements''' option to the right to select the grade elements to import. Tick all of the elements to import then click '''OK'''. <br> <br>
 
 
 
'''What does "Set Subject group row affinities" do?!''' <br> <br>
 
 
 
{{Note|Grades can be pulled from SIMS or PARS but not both. You can however pull grade elements from PARS which themselves are pulling grades from SIMS into PARS.}}
 
<br>
 
 
 
==Configuring Charts==
 
 
 
[[Image:am_charts_labels.jpg|thumb|An example of an Assessment Chart. Examples of the three possible options for '''Column title source''' are also shown.]]
 
 
 
Insight can be used to configure bar charts that appear on the Assessments page for students and parents. There are two methods for creating and editing these charts, described below. <br> <br>
 
 
 
{{Note|In order for charts to be displayed, grades must be collected from SIMS rather than PARS.}} <br>
 
 
 
===Using the AM charts page===
 
 
 
Assessment charts can be configured within Insight using the AM Charts page. The role option needed to access this page is: <br>
 
''Manage > AM Charts'' (On) <br> <br>
 
 
 
The AM Charts page is accessed via: <br>
 
'''Manage > AM Charts''' <br> <br>
 
 
 
At the top of the page there is a '''Live''' option. This must be enabled for charts to be displayed. The rest of the page is used to configure the charts. <br> <br>
 
 
 
There will be one section for each chart. At the top of each section is a '''Chart Title''' option which is used to name the chart. Beneath this will be a list of columns to be shown on the chart, each with an '''Edit''' button to the right. At the bottom of this section is a blank row also with an '''Edit''' button to the right. <br> <br>
 
 
 
To create a new chart scroll to the bottom of the page to find a chart that has no columns associated to it. Enter a '''Chart Title''' for your chart then click the '''Edit''' button on the right. This opens a window which is used to add a column to the chart. Use the '''Aspect''' and '''Resultset''' dropdowns to select the data to be used in the column. The column will be given a title on the chart, which is either the name of the Aspect, the Result set or both. Select the title using the '''Column title source''' dropdown. <br> <br>
 
 
 
The '''Y Scale''' option limits the range of grades that will be shown on the chart. Insight will check the '''score''' of each grade (according to the grade set in SIMS) and only display a column for the grade if the score is between the two numbers entered for the '''Y Scale'''. <br> <br>
 
 
 
To remove a column from a chart, click the '''Edit''' button next to the column. In the next window click the '''Delete''' button. <br> <br>
 
 
 
===Using the text file on the IIS server===
 
 
 
Assessment Charts can also be created, edited and deleted by editing a text file on the IIS server that hosts Insight. No Role Options are required for this, but you do need access to the Insight server. <br> <br>
 
 
 
The text file is found in the '''_Personalisation''' folder of the Insight installation, which is typically located: <br>
 
''C:\wwwroot\inetput\INSIGHT\_Personalisation'' <br> <br>
 
 
 
The file to be edited will either be called assessments.charts or assessments.charts.unused If you have a file called assessments.charts then open that file using Notepad or a similar basic text editor (not Microsoft Word or Google Docs!). If you do not have an assessment.charts file but do have an assessments.charts.unused file, then edit the assessments.chart.unused file, remove the .unused extension, then edit the file using Notepad or similar basic text editor. If you do not have either file, run a '''[[service pack|service pack]]''' then refresh the '''_Personalisation''' folder. <br> <br>
 
 
 
The first line of the file must always read:
 
<pre>
 
<root>
 
</pre> <br>
 
 
 
Following that, a new chart can be created by adding the following line of text:
 
<pre>
 
<chart id="ENTER TITLE HERE" />
 
</pre>
 
Where ENTER TITLE HERE is replaced by the title for the chart. <br> <br>
 
 
 
Columns are then added using the following line of text, repeated for each column on the chart:
 
<pre>
 
<aspect chart="ENTER TITLE HERE"  aspect="ENTER ASPECT NAME"  resultset="ENTER RESULT SET NAME"  xlabel="ENTER LABEL" />
 
</pre>
 
The name of the chart, the Aspect and the Result Set must be entered into the relevant sections. If the aspect is not associated with a Result Set, no text should be entered into the resultset option. The xlabel option can be set to: <br>
 
a - for the name of the Aspect <br>
 
r - for the name of the Result Set <br>
 
ra - for the name of the Aspect and Result Set <br> <br>
 
 
 
The lines above can be repeated to create multiple charts and columns. The final line of text must read:
 
<pre>
 
</root>
 
</pre> <br>
 
 
 
This example represents a chart showing nine samples of a single aspect over Key Stage 3:
 
<pre>
 
<chart id="KS3 Science Level" />
 
<aspect chart="KS3 Science Level"  aspect="Science Attainment Level"  resultset="Year 7 Autumn Term"  xlabel="r" />
 
<aspect chart="KS3 Science Level"  aspect="Science Attainment Level"  resultset="Year 7 Spring Term" xlabel="r"/>
 
<aspect chart="KS3 Science Level"  aspect="Science Attainment Level"  resultset="Year 7 Summer Term" xlabel="r"/>
 
 
<aspect chart="KS3 Science Level"  aspect="Science Attainment Level"  resultset="Year 8 Autumn Term"  xlabel="r"/>
 
<aspect chart="KS3 Science Level"  aspect="Science Attainment Level"  resultset="Year 8 Summer Term"  xlabel="r"/>
 
<aspect chart="KS3 Science Level"  aspect="Science Attainment Level"  resultset="Year 8 Spring Term"  xlabel="r"/>
 
                                       
 
<aspect chart="KS3 Science Level"  aspect="Science Attainment Level"  resultset="Year 9 Autumn Term"  xlabel="r"/>
 
<aspect chart="KS3 Science Level"  aspect="Science Attainment Level"  resultset="Year 9 Spring Term"  xlabel="r"/>
 
<aspect chart="KS3 Science Level"  aspect="Science Attainment Level"  resultset="Year 9 Summer Term"  xlabel="r"/>
 
</pre> <br>
 
 
 
This example shows different Aspects sampled from the same Result Set:
 
<pre>
 
<chart id="GCSE Targets" />
 
<aspect chart="GCSE Targets"  aspect="GCSE Art Target"        resultset="Year 10 Target"  xlabel="a"/>
 
<aspect chart="GCSE Targets"  aspect="GCSE Biology Target"    resultset="Year 10 Target"  xlabel="a"/>
 
<aspect chart="GCSE Targets"  aspect="GCSE Chemistry Target"  resultset="Year 10 Target"  xlabel="a"/>
 
<aspect chart="GCSE Targets"  aspect="GCSE Computing Target"  resultset="Year 10 Target"  xlabel="a"/>
 
<aspect chart="GCSE Targets"  aspect="GCSE Dance Target"      resultset="Year 10 Target"  xlabel="a"/>
 
<aspect chart="GCSE Targets"  aspect="GCSE Drama Target"      resultset="Year 10 Target"  xlabel="a"/>
 
<aspect chart="GCSE Targets"  aspect="GCSE English Target"    resultset="Year 10 Target"  xlabel="a"/>
 
</pre>
 
<br>
 
 
 
=Parent and Student View=
 
 
 
In order to access the Assessments page, students and parents require the following Role Option: <br>
 
''Assessments > Assessments'' (On) <br> <br>
 
 
 
The Assessments page is accessed via: <br>
 
'''Assessments > Assessments''' <br> <br>
 
 
 
The page will show a table displaying the student's grades. Various columns can be shown or hidden according to the user's role options (see the '''[[#Options to Configure|Options to Configure]]''' section below). <br> <br>
 
 
 
==Options to Configure==
 
 
 
Several grades can be entered into SIMS for an aspect when using no result set. If you would like to display only the most recent grade then enable the following '''[[Preferences|preference]]''' (the alternative being to show all grades where no result set was used): <br>
 
''Assessments > Only show the most recent resultset-less Assessment Manager grades'' (On) <br> <br>
 
 
 
There are also various '''[[Role options|Role Options]]''' that affect the Assessments page for students and parents. These options are described below: <br> <br>
 
 
 
{|cellpadding="5" cellspacing="0" border="1" style="border:solid 1 #CCC; border-collapse:collapse"
 
|''For these years||Show the Assessments page only for students in specific year groups. 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 previous years' data to display.
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| {reg} || The registration group the pupil belongs to
 
|-
 
|-
|''or specify other amounts for specific yeargroups||Show different numbers of previous years' data, depending on the year group of the student.
+
| {forename} || The pupil's legal forename
 
|-
 
|-
|''Earliest||Assessment data entered before this date will not be shown
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| {chosenforename} || The pupil's chosen forename
 
|-
 
|-
|''Latest||Assessment data entered after this date will not be shown
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| {legalsurname} || The pupil's legal surname
 
|-
 
|-
|''Latest first||Turn this option on to attempt to order the assessments with the most recent at the top of each grouping. The alternative is for the oldest to appear at the top of each grouping.
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| {surname} || The pupil's chosen surname
 
|-
 
|-
|''Limit to current subjects||Turn this option on to only show assessments for currently taken subjects, or leave switched off for all subjects
+
| {house} || The house the pupil belongs to
 
|-
 
|-
|''Use column headings in place of aspect name||The aspect's column heading will be displayed, rather than the aspect name itself
+
| {dol} || The pupil's date of leaving
 
|-
 
|-
|''Use gradeset description in place of result||Where a result has a description within its gradeset, use this instead of the actual result.
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| {heshe} || Either he or she, depending on the pupil's gender
 
|-
 
|-
|''Show result block||Display the result set that each grade is recorded in.
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| {himher} || Either him or her, depending on the pupil's gender
 
|-
 
|-
|''group by result block||By default Insight will group grades together by Subject. Use this option to group the results by entry date, then result set, instead.
+
| {hishers} || Either his or hers, depending on the pupil's gender
 
|-
 
|-
|''Show grade help popup||This will display a button next to each grade which the user can click to show the descriptions for that grade set.
+
| {hisher} || Either his or her, depending on the pupil's gender
 
|-
 
|-
|''Show progress charts||This option must be On for the user to see Assessment Charts (see the '''[[#Configuring Charts|configuring charts]]''' section above for further information).
+
| {sondaughter} || Either son or daughter, depending on the pupil's gender
 
|-
 
|-
|''Hide comments where a result exists||Use this to hide comments from grades, while still allowing comment aspects to be shown.
+
| {himselfherself} || Either himself or herself, depending on the pupil's gender
|}
+
|} <br>
 +
 
 +
NB your merge fields do not need to appear in bold.
 +
 
 +
==Editing notices==
 +
 
 +
An existing notice can be edited by selecting a notice and clicking on the "Edit selected notice" button. The item in the recipient's inbox will be altered without having to resend the notice.
 +
 
 +
==Deleting notices==
 +
A notice can be deleted by clicking on the "Delete selected notices" button. If a notice is deleted in here then parents will also no longer be able to view this notice.
 +
 
 +
=Student and Parent View=
 +
 
 +
The notice page will show a list of the messages that have been sent to or from the user via INSIGHT. INSIGHT will automatically generate some messages such as reminders to provide reasons for their child's absence, or calendar events such as half-term breaks. Messages can also be sent manually via the [[notice composer]] page. <br> <br>
 +
 
 +
These messages can have attachments (such as school newsletters) and may also be sent to the user by SMS or email if required. (For SMS the school will need to have an account with Text Anywhere - https://www.textanywhere.net/) <br> <br>
 +
 
 +
One month's messages are shown at a time. The arrow buttons at the top of the page can be used to view previous or future month's messages. <br> <br>
 +
 
 +
It is also possible to have a notices section displayed on the [[snapshot]]. This allows parents to quickly view any new notices while they are looking at an overview of the information about their child. <br> <br>
  
<!--
+
<div>[[Image:notices02.jpg]]</div> <br> <br>
HORRIBLE NASTY OPTIONS
 
1) Attempt level split on aspect name  -  Useful only if your aspect names begin with a recognisable level, results can be arranged in levels.
 
2) Group by result block  -  By default Insight will group grades together by Subject. Use this option to group the results by entry date, then result set, instead. Also ordered by entry date.
 
-->
 

Revision as of 14:30, 20 August 2018

Creating Notices

Notices are internal Insight messages, sent to students and parents. The notice composer is used to create, edit and send notices. Copies of notices can also be sent as email or SMS messages.

Creating a new notice

Click on the Add button to create a new notice. The date given to a notice does not affect the time that it is sent; notices, emails and SMS messages are always 'sent' immediately. The notice will be visible to users on the Notices page, which is separated into months. The date entered when creating the notice determines which month the notice is recorded against on the Notices page.

The expiry date is used to force the notice to disappear from users' inboxes after a certain date. If an expiry date is not selected, Insight will determine when to hide the notice.

The notice will need to have a title and body for the message. The options to send the notice as an email or SMS are found at the top of the window. Notices can be edited and deleted after they are sent, and these changes will be made to the notice after it has already been sent. This is not possible for copies of the message sent via email or SMS.

There are two further tabs used to add attachments and recipients. Any files can be added as attachments. Recipients are added by selecting students; all users linked to that student will receive the notice.

Notice composer02.jpg

Mail merge fields

Mail merge fields can be used in notices sent from Insight. Simply type any of the merge fields below to pull data into your notices:

Mailmerge field Ouput
{adno} Admission Number
{onroll} Whether the pupil is on roll or not
{name} The pupil's fullname i.e. John Smith
{listname} The pupil's surname followed by forename i.e. Smith, John
{gender} The pupil's gender
{year} The year group the pupil belongs to
{reg} The registration group the pupil belongs to
{forename} The pupil's legal forename
{chosenforename} The pupil's chosen forename
{legalsurname} The pupil's legal surname
{surname} The pupil's chosen surname
{house} The house the pupil belongs to
{dol} The pupil's date of leaving
{heshe} Either he or she, depending on the pupil's gender
{himher} Either him or her, depending on the pupil's gender
{hishers} Either his or hers, depending on the pupil's gender
{hisher} Either his or her, depending on the pupil's gender
{sondaughter} Either son or daughter, depending on the pupil's gender
{himselfherself} Either himself or herself, depending on the pupil's gender


NB your merge fields do not need to appear in bold.

Editing notices

An existing notice can be edited by selecting a notice and clicking on the "Edit selected notice" button. The item in the recipient's inbox will be altered without having to resend the notice.

Deleting notices

A notice can be deleted by clicking on the "Delete selected notices" button. If a notice is deleted in here then parents will also no longer be able to view this notice.

Student and Parent View

The notice page will show a list of the messages that have been sent to or from the user via INSIGHT. INSIGHT will automatically generate some messages such as reminders to provide reasons for their child's absence, or calendar events such as half-term breaks. Messages can also be sent manually via the notice composer page.

These messages can have attachments (such as school newsletters) and may also be sent to the user by SMS or email if required. (For SMS the school will need to have an account with Text Anywhere - https://www.textanywhere.net/)

One month's messages are shown at a time. The arrow buttons at the top of the page can be used to view previous or future month's messages.

It is also possible to have a notices section displayed on the snapshot. This allows parents to quickly view any new notices while they are looking at an overview of the information about their child.

Notices02.jpg