External contact - Revision history

Admin: Redirected page to Contacting parents

2018-01-05T14:39:30Z

Redirected page to Contacting parents

Admin: /* Recording phone calls and meetings */

2017-01-03T16:15:39Z

Recording phone calls and meetings

Admin: /* The External Contact page */

2017-01-03T15:14:42Z

The External Contact page

Admin: /* The External Contact page */

2015-12-04T16:26:41Z

The External Contact page

Admin: /* The External Contact page */

2015-12-04T16:26:18Z

The External Contact page

Admin: /* The External Contact page */

2015-12-04T16:26:10Z

The External Contact page

Admin: /* Stage 2: Identify */

2015-12-02T16:30:49Z

Stage 2: Identify

Admin: /* Stage 2: Identify */

2015-12-02T16:29:28Z

Stage 2: Identify

Admin: /* Stage 2: Identify */

2015-12-01T15:26:59Z

Stage 2: Identify

Admin: /* Stage 2: Identify */

2015-12-01T15:26:43Z

Stage 2: Identify

← Older revision		Revision as of 14:39, 5 January 2018
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−	~~{{permissions\|Contact management\|Access notices management screen\|Manage and review external communications}}~~	+	#redirect[[contacting parents]]
−
−	The external contact page is used to send messages home to parents or pupils. It can also be used to record phone calls or the details of meetings with parents. You can also see a log of all communications between the school and the pupil's family at the bottom of the page. <br> <br>
−
−	~~You may need to [[configure SMS]] in PARS, as well as configuring your [[preferences]] to allow emails to be sent. This can usually be done by your network manager. <br> <br>~~
−
−	~~==The External Contact page==~~
−
−	The external contact page is shown below. The list of pupils being used by this page are shown on the left. You can click on a pupil to select them, which will update the rest of the page. The rest of the page will show you the pupil's own details i.e. the pupil's email address or the pupil's mobile number as well as their parents' details. <br> <br>
−
−	~~A house icon will appear next to a contact's name if the contact lives with the student. <Br> <br>~~
−
−	~~[[Image:excon01a.jpg\|900px]] <br> <br>~~
−
−	~~==Sending letters, emails or SMS messages==~~
−
−	~~The most common use for this page is sending messages home to parents. The first step is to click the Generate batch button at the top left of the page. <br> <br>~~
−
−	~~===Stage 1: Recipients===~~
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−	There are three tabs or stages, which must be worked through in order. The first stage is used to select the recipients to send the message to, and the method to use when sending the messages. <br> <br>
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−	~~The left side of the page shows the students that have been selected. Students can be deselected here, if they or their contacts are not to receive the message. <br> <br>~~
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−	~~The middle of the page is used to select the recipients of the message. There is a [[preferences~~#External contact\|preference]] (Use priority 1 contacts only) that affects these options. If the preference is on, the middle two options will begin with "Priority 1". If the preference is off then the middle two options will begin with "Highest priority". <br> <br>
−
−	{\|
−	\|[[~~Image:EXC_p1.jpg\|frame\|With the preference on]]\|\|[[Image:EXC_highestP.jpg\|frame\|With the preference off]]~~
−	~~\|} <br>~~
−
−	The right side of the page shows the methods that can be used to send messages. If a fallback method is selected, the second method of contact will only be used if the first is unavailable e.g. if "SMS falling back to Email" is selected, contacts will only receive an email if they do not have a valid SMS number. <br> <br>
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−	~~===Stage 2: Identify===~~
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−	~~The second tab will identify the contacts who are going to receive messages, and which method will be used to contact them. <br> <br>~~
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−	~~[[Image:exc_identify.jpg]] <br> <br>~~
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−	Any students who cannot be contacted using the options selected will appear at the top of the list highlighted in red. Next to each student's name will be a list of contacts that PARS considered sending the message to. Each contact will have a number next to their name and may also have the letter "P". The number indicates the priority of the contact, and if the letter "P" is displayed then the contact has Parental Responsibility for that child. <br> <br>
−
−	~~[[Image:exc_PP.jpg\|frame\|This contact is priority 2 and has Parental Responsibility\|left]] <br> <br> <br> <br> <br>~~
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−	There will also be icons next to each contact giving further information about how the contact is going to receive the message, or why they are not going to be contacted. The possible icons are: <br> <br>
−
−	~~{\|class="wikitable"~~
−	~~!Icon!!Meaning~~
−	\|-
−	~~\|[[Image:sms.png\|24px\|center]]\|\|The contact is going to receive an SMS~~
−	\|-
−	~~\|[[Image:exc_email.png\|24px\|center]]\|\|The contact is going to receive an email~~
−	\|-
−	~~\|[[Image:letter.png\|24px\|center]]\|\|The contact is going to receive a letter~~
−	\|-
−	~~\|[[Image:ass_warning.png\|24px\|center]]\|\|The contact will not receive a message because they either have a court order, or their priority level is too low~~
−	\|-
−	~~\|[[Image:spy.png\|24px\|center]]\|\|The contact will not receive a message because they do not have any valid contact details~~
−	~~\|} <br>~~
−
−	~~===Stage 3: Documents===~~
−
−	~~The next step is to choose the message that will be sent. There will be buttons to create a message for SMS, email or letter depending on how the messages are going to be sent. <br> <br>~~
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−	When any of the buttons are clicked, a text editor will open to compose the message. free text can be entered into the editor, as well as mail merge fields or messages imported from the [[message bank]]. <br> <br>
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−	~~[[Image:excon3.jpg]] <br> <br>~~
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−	Mail merge fields are inserted by clicking the "Insert" button and then "Field" - a list of the available merge fields will be displayed. Messages can also be imported from the message bank by clicking "Insert" then "Insert template". The drop-down at the top of the window is used to select different messages. <br> <br>
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−	~~[[Image:exconmsgbank.jpg]] <br> <br>~~
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−	~~Finally, click the "Generate" button at the top right of the page to send your message! <br> <br>~~
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−	Once the messages have been sent, a window will pop up. If any letters have been generated, a pop up window will appear with a "Collect" link which is used to download the letters as pdf documents for printing. If any pupils' contacts could not be reached (because they had missing or invalid contact details) a Report button will be visible which shows a summary of the pupils' contacts, and how they were contacted as well as those who could not be reached. <br> <br>
−
−	~~[[Image:postsenddialog.jpg]] <br> <br>~~
−
−	~~[[Image:nohitsreport.jpg]] <br> <br>~~
−
−	~~==Recording phone calls and meetings==~~
−
−	The external contact page can also be used to record the details of phone calls or meetings with parents. To do this, first select the pupil whose parents you are dealing with by clicking on the pupil's name on the left of the page. <br> <br>
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−	The right side of the page will now show the pupil's contacts' details. Click the drop-down menu to choose between different contacts. Once you have chosen the contact, the right side of the page will show their details, so that you can find a phone number to ring. <br> <br>
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−	~~If you have made a phone call home to parents then click the "Call" button on the right of the page. This will open a window where you can type the details of the phone call. <br> <br>~~
−
−	~~[[Image:excon05a.jpg]] <br> <br>~~
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−	There is a "Contact type" drop-down that allows you to input extra information about the phone call. PARS will automatically record who made the phone call, which pupil it was about, which parent was spoken to and what time it took place, so the only information you need to record is what was said. <br> <br>
−
−	~~[[Image:excon06.jpg]] <br> <br>~~
−
−	The Send Notices checkbox at the top of the window is used if you want to also send a PARS notice to staff about the phone call that you have logged. If the Send Notices checkbox is ticked, then once the call is logged you will immediately be prompted to send the same information to any staff required. <br> <br>
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−	~~If you have dealt with~~ parents ~~not by phone, you can click the "Adhoc" button, which allows you to record the details of other contacts e.g. meetings. <br> <br>~~
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−	~~==Viewing contact history==~~
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−	~~If you click the "Contact history" button from the top toolbar you can view report that will show all of the communcations that have been made between the school and and a pupil's contacts. <br> <br>~~
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−	~~[[Image:conthist2.jpg]] <br> <br>~~
−
−
−	~~[[Category:Communications~~]]

← Older revision		Revision as of 16:15, 3 January 2017
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	[[Image:excon06.jpg]] <br> <br>		[[Image:excon06.jpg]] <br> <br>
		+
		+	The Send Notices checkbox at the top of the window is used if you want to also send a PARS notice to staff about the phone call that you have logged. If the Send Notices checkbox is ticked, then once the call is logged you will immediately be prompted to send the same information to any staff required. <br> <br>

	If you have dealt with parents not by phone, you can click the "Adhoc" button, which allows you to record the details of other contacts e.g. meetings. <br> <br>		If you have dealt with parents not by phone, you can click the "Adhoc" button, which allows you to record the details of other contacts e.g. meetings. <br> <br>

← Older revision		Revision as of 15:14, 3 January 2017
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	The external contact page is shown below. The list of pupils being used by this page are shown on the left. You can click on a pupil to select them, which will update the rest of the page. The rest of the page will show you the pupil's own details i.e. the pupil's email address or the pupil's mobile number as well as their parents' details. <br> <br>		The external contact page is shown below. The list of pupils being used by this page are shown on the left. You can click on a pupil to select them, which will update the rest of the page. The rest of the page will show you the pupil's own details i.e. the pupil's email address or the pupil's mobile number as well as their parents' details. <br> <br>
		+
		+	A house icon will appear next to a contact's name if the contact lives with the student. <Br> <br>

	[[Image:excon01a.jpg\|900px]] <br> <br>		[[Image:excon01a.jpg\|900px]] <br> <br>

@@ Line 9: / Line 9: @@
 The external contact page is shown below. The list of pupils being used by this page are shown on the left. You can click on a pupil to select them, which will update the rest of the page. The rest of the page will show you the pupil's own details i.e. the pupil's email address or the pupil's mobile number as well as their parents' details. <br> <br>
-[[Image:excon01a.jpg]] <br> <br>
+[[Image:excon01a.jpg|900px]] <br> <br>
 ==Sending letters, emails or SMS messages==

@@ Line 9: / Line 9: @@
 The external contact page is shown below. The list of pupils being used by this page are shown on the left. You can click on a pupil to select them, which will update the rest of the page. The rest of the page will show you the pupil's own details i.e. the pupil's email address or the pupil's mobile number as well as their parents' details. <br> <br>
-[[Image:excon01.jpg]] <br> <br>
+[[Image:excon01a.jpg]] <br> <br>
 ==Sending letters, emails or SMS messages==

@@ Line 37: / Line 37: @@
 Any students who cannot be contacted using the options selected will appear at the top of the list highlighted in red. Next to each student's name will be a list of contacts that PARS considered sending the message to. Each contact will have a number next to their name and may also have the letter "P". The number indicates the priority of the contact, and if the letter "P" is displayed then the contact has Parental Responsibility for that child. <br> <br>
-[[Image:exc_PP.jpg|frame|This contact is priority 2 and has Parental Responsibility]] <br> <br>
+[[Image:exc_PP.jpg|frame|This contact is priority 2 and has Parental Responsibility|left]] <br> <br> <br> <br> <br>
 There will also be icons next to each contact giving further information about how the contact is going to receive the message, or why they are not going to be contacted. The possible icons are: <br> <br>

@@ Line 44: / Line 44: @@
 !Icon!!Meaning
 |-
-|[[Image:sms.png|24px]]||The contact is going to receive an SMS
+|[[Image:sms.png|24px|center]]||The contact is going to receive an SMS
 |-
-|[[Image:exc_email.png|24px]]||The contact is going to receive an email
+|[[Image:exc_email.png|24px|center]]||The contact is going to receive an email
 |-
-|[[Image:letter.png|24px]]||The contact is going to receive a letter
+|[[Image:letter.png|24px|center]]||The contact is going to receive a letter
 |-
-|[[Image:ass_warning.png|24px]]||The contact will not receive a message because they either have a court order, or their priority level is too low
+|[[Image:ass_warning.png|24px|center]]||The contact will not receive a message because they either have a court order, or their priority level is too low
 |-
-|[[Image:spy.png|24px]]||The contact will not receive a message because they do not have any valid contact details
+|[[Image:spy.png|24px|center]]||The contact will not receive a message because they do not have any valid contact details
 |} <br>