Difference between revisions of "Getting started"

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'''You have now purchased PARS and want to configure a few areas to get started!'''
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'''You have now purchased PARS Connect and want to configure a few areas to get started!''' <br> <br>
  
<br>
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PARS can be configured in either the client version (installed on a machine) or PARS Connect which is web based. This page explains how to configure PARS using PARS Connect. <br> <br>
As System Manager you firstly need to give yourself the permission to use all features:
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 +
==Logging in==
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 +
This is the PARS login page: <br> <br>
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 +
[[Image:gsclogin.jpg|500px]] <br> <br>
 +
 
 +
Enter your SIMS username and password to login into PARS and begin configuration. <br> <br>
  
 
==Configure User Permissions==
 
==Configure User Permissions==
  
Go to <br>
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To access this page go to: <br>
'''[[PARS main menu]] (satchel top left corner) > [[System Management]] > [[Configure user permissions]]''' <br> <br>
 
  
[[Image:GS01.jpg]] <br> <br>
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'''[[PARS main menu]] (circular button top left corner) > [[System management]] > [[Permissions]]''' <br> <br>
  
The recommended way to give user permissions to staff is by creating a template for various roles and then assigning this template to members of staff.  This way if you want to edit users' permissions, you update the template only and not all users.  Makes it quick and simple! <br> <br>
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[[Image:GSc01.jpg]]  <br> <br>
 +
 
 +
The recommended way to give user permissions to staff is by creating a template for various roles and then assigning this template to members of staff.  This way if you want to edit users' permissions, you update the template only and not all users individually; makes it quick and simple! <br> <br>
  
 
===Create a Template===
 
===Create a Template===
Line 17: Line 25:
 
To create a template for yourself, click on 'Add template' <br> <br>
 
To create a template for yourself, click on 'Add template' <br> <br>
  
[[Image:GS02.jpg|500px]]  <br> <br>
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[[Image:GSc02.jpg]]  <br> <br>
  
Name the template - example 'Admin' and click Accept.  You will now see the template name 'Admin' in the top box <br> <br>
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Name the template - example 'Admin' and click Accept.  You will now see the template name 'Admin' in the table. Select the admin template by clicking the radial button on the left of "Admin" then click the "Modify" button from the top toolbar. <br> <br>
  
[[Image:GS03.jpg|500px]]  <br>  <br>
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Next download and save the file below, by right-clicking and selecting "Save target as..." <br>
  
Next download and save this file, by right-clicking and selecting "Save target as..."
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[http://www.tascsoftware.co.uk/wiki/PARS/files/Admin%20Suggested%20Permissions.xml Suggested Admin Permissions] <br>
  
[http://www.tascsoftware.co.uk/wiki/PARS/files/Admin%20Permissions.xml Suggested Admin Permissions]
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Click the "Import" button from the top toolbar and import the file you have just downloaded. <br> <br>
  
Highlight 'Admin' and click 'Modify permissions' from the top toolbar.  This will now take you to the permission list. Click the "Import" button and import the suggested permissions template you downloaded above.
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===Applying a Template===
  
===Applying a Template===
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Once you have imported your template click the "Save" button at the top-right of the page. This will take you back to the page showing your permissions templates. You now need to apply the template to yourself and any other staff members requiring admin rights. <br> <br>
  
Once you have imported your template click 'Save Changes' on the top toolbar
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Click the "Users" radio button at the top of the page - this will switch the view so that you can see a list of users instead of templates. <br> <br>
  
You now need to apply the template to your name (or multiple staff in Admin)
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[[Image:Gsc04.jpg]] <br> <br>
  
Highlight your name on the list shown - using the Shift or CTRL button on your keyboard, highlight multiple staff if required.  
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Select the staff member(s) who require admin permissions by clicking the boxes on the left of their names. Once the staff are selected, click the "Modify" button from the top toolbar. <br> <br>
  
Click on 'Modify Permissions' from the top toolbar
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Click the "Apply a template" button from the top toolbar and select the admin template that you created earlier. <br> <br>
  
[[Image:gs04.jpg|500px]] <br> <br>
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[[Image:gsc07.jpg]] <br> <br>
  
then click Apply Template <br> <br>
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Click "OK" in that window to apply the admin template to the users then click "Save" at the top-right and you will be taken back to the page showing the permissions templates. If you want to check and see which templates have been applied to users, then click the "Users" button at the top of the page. After each users' name, you will be able to see the name of the template that was last applied to them. <br> <br>
  
[[Image:gs05.jpg|500px]] <br> <br>
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[[Image:gsc09.jpg]] <br> <br>
  
[[Image:gs006.jpg|500px]] <br> <br>
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You must log out of PARS and back in again before the permissions changes will take effect. To do this, click the padlock button at the top-left of the page. <br> <br>
  
Click Accept in this window and 'save changes' from the toolbar in the following screen
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[[Image:GSC08.jpg]] <br> <br>
  
You should now see your template assigned to your name
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===Recommended permissions for Office, SLT and Teachers===
  
[[Image:t4.jpg]]
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You may wish to create permissions templates for other users at school, so that they can begin using the system straight away. The process will be exactly the same as above except that the users should have a different set of permissions than admin. Please see below for more suggested permissions templates. <br> <br>
  
CLOSE PARS to refresh the whole system and when you log back in you will see you have all permissions availble to you.
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(right click and choose "Save target as...") <br> <br>
  
<br> <br>
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*[http://www.tascsoftware.co.uk/wiki/PARS/files/SLT%20Suggested%20Permissions.xml Suggested SLT Permissions]
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*[http://www.tascsoftware.co.uk/wiki/PARS/files/Office%20Suggested%20Permissions.xml Suggested Office Permissions]
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*[http://www.tascsoftware.co.uk/wiki/PARS/files/Teacher%20Suggested%20Permissions.xml Suggested Teacher Permissions] <br> <br>
  
==Recommended permissions for Admin, Office, SLT and Teachers==
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For a more informative list of the permissions and their purposes, please go to [[List of permissions]]. <br> <br>
  
As a new user, please [[Permissions Summary|go to this page for suggested permissions as advised by our training officer]] to get you started. For a more informative list please go to [[List of permissions]].
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==Configure Preferences==
  
You may also want to download our suggested permissions templates:
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Unlike permissions which are specific to each user, preferences are global to the school. It is recommended that you stick with the default preferences in most cases, though there are a few details that you will need to input. <br> <br>
  
(right click and choose "Save target as...")
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To access this page go to: <br>
  
*[http://www.tascsoftware.co.uk/wiki/PARS/files/Admin%20Permissions.xml Suggested Admin Permissions]
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'''[[PARS main menu]] (circular button top left corner) > [[System management]] > [[Preferences]]''' <br> <br>
*[http://www.tascsoftware.co.uk/wiki/PARS/files/Office%20Permissions.xml Suggested Office Permissions]
 
*[http://www.tascsoftware.co.uk/wiki/PARS/files/SLT%20Permissions.xml Suggested SLT Permissions]
 
*[http://www.tascsoftware.co.uk/wiki/PARS/files/Teacher%20Permissions.xml Suggested Teacher Permissions]
 
  
==Configure Preferences==
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[[Image:gsc10.jpg]] <br> <br>
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 +
This will take you to the preferences page. The preferences are divided into sections depending on which area of PARS they affect. First click on the "General" section. There is a preference called "PARS Connect URL - Used for IEPs and Student Review writeback". You need to enter the URL of your PARS Connect site - '''please note this should not be a localhost address'''. <br> <br>
  
Configure Preferences are global to the School - the following options are recommended by default. You may find some options change when using more features in PARS in the future <br>
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Once done click on the "Email" section. You need to enter the details of your SMTP server as well as login credentials to access it. <br> <br>
  
Go to Main Menu (satchel)  Configure Preferences  <br>
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[[Image:gsc12.jpg]] <br> <br>
  
[[Image:smcp01.jpg]]
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Once you have entered the SMTP details (username, password, port and servername/IP address) click the "Send test email" link at the bottom of the section. This will open a window where you can enter an email address to send a test message to. Test this with both an internal and external email address to check that emails are working properly. <br> <br>
[[Image:smcp02.jpg]]
 
[[Image:smcp03.jpg]]
 
[[Image:smcp04.jpg]]
 
  
 
==Registration Preferences==
 
==Registration Preferences==
  
Registration preferences are set globally however define what the teacher can see on the register - some of these permissions you can 'tweak' for individual users via user permissions though this are generally options for all. <br>
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Registration preferences are similar to preferences in that they are system-wide settings, although they only apply to [[register|registers]]. Again it is recommended that you stick with the default preferences in most cases, though you will need to check the session times, which are the start and end times of the periods that pupils spend with their form tutors. If your school does not have form tutor sessions, you can skip this step. <br> <br>
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 +
To access Registration preferences go to: <br>
 +
 
 +
'''[[PARS main menu]] (circular button top left corner) > [[System management]] > [[Registration preferences]]''' <br> <br>
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There are tabs at the top of the page which allow you to edit various different settings. Click on "Session times". <br> <br>
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[[Image:gsc13.jpg]] <br> <br>
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Please enter the correct times for your Statutory AM and PM registers. Once you have entered the times, take a note of the earliest start time for a PM session. <br> <br>
  
===Display Preferences===
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Now click on the "Operational preferences" tab at the top of the page. The first setting here is called "AM/PM cutoff time" - this '''must''' be set to an earlier time than the earliest start time for a PM session (the time you just took a note of). <br> <br>
[[Image:smrp1.jpg]] <br> <br>
 
  
===Behaviour Preferences===
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One you have finished selecting all your preferences click the "Save" button from the top-right of the page. <br> <br>
[[Image:smrp2.jpg]] <br> <br>
 
  
===Detention/Removal Preferences===
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==Timetables and mapping periods==
[[Image:smrp3.jpg]] <br> <br>
 
  
===Operational Preferences===
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If the pupils at your school have a period with their form tutor in both the morning and the afternoon, ignore this section. Otherwise the attendance mark that would normally be given by a form tutor will come from a lesson register instead (the form tutor periods provide statutory attendance marks for the AM and PM halves of the school day - these marks are required by law). <br> <br>
[[Image:smrp4.jpg]] <br>
 
[[Image:smrp453.jpg]] <br> <br>
 
  
===Biometric Preferences===
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The process for dealing with this is to 'map' a lesson register to the form periods, so that the attendance mark given to a pupil during that lesson is copied to their AM or PM mark. This configuration needs to be done in SIMS, but you can see a guide for this on the [[mapped periods]] page. <br> <br>
[[Image:smrp5.jpg]] <br> <br>
 
  
===Session Modification===
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==Configure proxy==
[[Image:smrp6.jpg]] <br> <br>
 
  
===Registration Times===
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The PARS Connect IIS server needs to be able to connect to the internet to check for a valid license file, send SMS and email messages, etc. If it requires a proxy server then this is configured on the proxy server page. <br> <br>
  
Please enter the correct times for your Statutory AM and PM registers.  If your statutory data comes directly from a lesson due to no tutor period (usually in the afternoon) enter the first 10 minutes of the afternooon lesson here. <br>
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The proxy server is configured via: <br>
[[Image:smrp7.jpg]] <br> <br>
 
  
One you have finished selecting all your preferences - click 'Accept' from top tool bar
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'''[[PARS main menu]] > [[System management]] > [[Configure proxy server]] <br> <br>
  
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[[Image:configureproxy.jpg]] <br> <br>
  
==Timetables and mapping periods==
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You should first try using the details shown above as these work in the vast majority of cases. Enter "DEFAULT" into the "Proxy details" field and then click "Save" at the top-left. Once done, click the "Test" button - this will give you a window showing the results of the test. <br> <br>
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[[Image:gscproxytest.jpg]] <br> <br>
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If this fails, enter the IP/Port number of the proxy server in the "Proxy details" field and if necessary, a fully qualified domain name, username and password in the boxes below. Save and test again. <br> <br>
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==Configure SMS==
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If you plan on using PARS to send [[SMS|SMS messages]] then you will need to create an account with Text Anywhere, the SMS provider that we work with. You can find a link to their website on the Configure SMS page in PARS. <br> <br>
  
If you have morning and afternoon tutor periods, ignore this section.  If you don't then your statutory AM and/or PM data is taken from the lesson registration.  Usually this is afternoon period PM Session during Lesson 5. <br>
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Go to: <br>
  
To link this data together so a teacher only takes one register (which writes back to PM session) you need to 'Map' the periods.
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'''[[PARS main menu]] > [[Contact management]] > Configure > [[Configure SMS]]''' <br> <br>
  
See our link http://www.tascsoftware.co.uk/wiki/index.php/Frequently_Asked_Questions#How_to_record_AM_and_PM_marks_during_a_lesson and follow to setup
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[[Image:gscsms01.jpg]] <br> <br>
  
To check a teachers timetable, click on your name to the top right of PARS homepage --- it will then allow you to click another member off staff. choose a form tutor.
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Click the link that says "Here" to go to Text Anywhere's website. You can setup an account for free which will provide you with 50 free SMS messages. The messages never expire so there is no harm in setting the account up now. <br> <br>
  
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Once you have created an account, enter the Client identifier and Client password into PARS. Please note that the Client identifier is not an email address and will normally be in the format shown in the screenshot above. Once you have entered those details, contact us at TASC Software to obtain your authorisation code. You can either use the email address provided or ring 01902 824281. <br> <br>
  
==Enable pupils to 'populate all years' as a group==
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Once all details on this page are entered, click "Save" at the top-left. Then click the "Test" button which will open a window - enter your mobile number and click "OK".
  
PARS already knows from SIMS which pupils are in which classes, forms, years... however to update pupil data quickly and create reports all under a 'All years' criteria, we need to click a couple of buttons
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You may also want to click on the "Options" tab at the top of this page for some additional settings. This can be done at a later date and will often require an operational decision from SLT. More details about these settings can be found on the [[Configure SMS|configure SMS page]]. <br> <br>
  
Main Menu (satchel) >  Group Management > Group Management
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[[Image:gscsmsoptions.jpg]] <br> <br>
on the very top of the toolbar you should be able to see the option 'populate all years'.  Click this option and within 3 seconds it will be updated. <br> <br>
 
  
 
==[[Automation]]==
 
==[[Automation]]==
  
Automation must run daily - it allows you to use emails, scheduled reports, scheduled jobs, clears old messages, updates messages -- basically house keeping. <br>  
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The automation module is something that performs automatic jobs for PARS. It can send automated reports (i.e. an attendance report sent weekly to each HoY), run [[Rule based behaviours]], copy behaviour incidents to SIMS and other housekeeping jobs. '''Automation must run daily.''' <br> <br>
 
 
See [[Automation]] guide to configure this
 
  
<br> <br>
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Please see our dedicated section to [[Automation]]. Once you have configured automation, PARS will be ready for basic usage! <br> <br>
  
'''Your PARS system is now configured as a starter for basic usage    :)'''
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[[Category:Configuration]]
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[[Category:Technical]]
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[[Category:System management]]
 +
[[Category:Communications]]

Latest revision as of 12:59, 1 August 2019

You have now purchased PARS Connect and want to configure a few areas to get started!

PARS can be configured in either the client version (installed on a machine) or PARS Connect which is web based. This page explains how to configure PARS using PARS Connect.

Logging in

This is the PARS login page:

Gsclogin.jpg

Enter your SIMS username and password to login into PARS and begin configuration.

Configure User Permissions

To access this page go to:

PARS main menu (circular button top left corner) > System management > Permissions

GSc01.jpg

The recommended way to give user permissions to staff is by creating a template for various roles and then assigning this template to members of staff. This way if you want to edit users' permissions, you update the template only and not all users individually; makes it quick and simple!

Create a Template

To create a template for yourself, click on 'Add template'

GSc02.jpg

Name the template - example 'Admin' and click Accept. You will now see the template name 'Admin' in the table. Select the admin template by clicking the radial button on the left of "Admin" then click the "Modify" button from the top toolbar.

Next download and save the file below, by right-clicking and selecting "Save target as..."

Suggested Admin Permissions

Click the "Import" button from the top toolbar and import the file you have just downloaded.

Applying a Template

Once you have imported your template click the "Save" button at the top-right of the page. This will take you back to the page showing your permissions templates. You now need to apply the template to yourself and any other staff members requiring admin rights.

Click the "Users" radio button at the top of the page - this will switch the view so that you can see a list of users instead of templates.

Gsc04.jpg

Select the staff member(s) who require admin permissions by clicking the boxes on the left of their names. Once the staff are selected, click the "Modify" button from the top toolbar.

Click the "Apply a template" button from the top toolbar and select the admin template that you created earlier.

Gsc07.jpg

Click "OK" in that window to apply the admin template to the users then click "Save" at the top-right and you will be taken back to the page showing the permissions templates. If you want to check and see which templates have been applied to users, then click the "Users" button at the top of the page. After each users' name, you will be able to see the name of the template that was last applied to them.

Gsc09.jpg

You must log out of PARS and back in again before the permissions changes will take effect. To do this, click the padlock button at the top-left of the page.

GSC08.jpg

Recommended permissions for Office, SLT and Teachers

You may wish to create permissions templates for other users at school, so that they can begin using the system straight away. The process will be exactly the same as above except that the users should have a different set of permissions than admin. Please see below for more suggested permissions templates.

(right click and choose "Save target as...")

For a more informative list of the permissions and their purposes, please go to List of permissions.

Configure Preferences

Unlike permissions which are specific to each user, preferences are global to the school. It is recommended that you stick with the default preferences in most cases, though there are a few details that you will need to input.

To access this page go to:

PARS main menu (circular button top left corner) > System management > Preferences

Gsc10.jpg

This will take you to the preferences page. The preferences are divided into sections depending on which area of PARS they affect. First click on the "General" section. There is a preference called "PARS Connect URL - Used for IEPs and Student Review writeback". You need to enter the URL of your PARS Connect site - please note this should not be a localhost address.

Once done click on the "Email" section. You need to enter the details of your SMTP server as well as login credentials to access it.

Gsc12.jpg

Once you have entered the SMTP details (username, password, port and servername/IP address) click the "Send test email" link at the bottom of the section. This will open a window where you can enter an email address to send a test message to. Test this with both an internal and external email address to check that emails are working properly.

Registration Preferences

Registration preferences are similar to preferences in that they are system-wide settings, although they only apply to registers. Again it is recommended that you stick with the default preferences in most cases, though you will need to check the session times, which are the start and end times of the periods that pupils spend with their form tutors. If your school does not have form tutor sessions, you can skip this step.

To access Registration preferences go to:

PARS main menu (circular button top left corner) > System management > Registration preferences

There are tabs at the top of the page which allow you to edit various different settings. Click on "Session times".

Gsc13.jpg

Please enter the correct times for your Statutory AM and PM registers. Once you have entered the times, take a note of the earliest start time for a PM session.

Now click on the "Operational preferences" tab at the top of the page. The first setting here is called "AM/PM cutoff time" - this must be set to an earlier time than the earliest start time for a PM session (the time you just took a note of).

One you have finished selecting all your preferences click the "Save" button from the top-right of the page.

Timetables and mapping periods

If the pupils at your school have a period with their form tutor in both the morning and the afternoon, ignore this section. Otherwise the attendance mark that would normally be given by a form tutor will come from a lesson register instead (the form tutor periods provide statutory attendance marks for the AM and PM halves of the school day - these marks are required by law).

The process for dealing with this is to 'map' a lesson register to the form periods, so that the attendance mark given to a pupil during that lesson is copied to their AM or PM mark. This configuration needs to be done in SIMS, but you can see a guide for this on the mapped periods page.

Configure proxy

The PARS Connect IIS server needs to be able to connect to the internet to check for a valid license file, send SMS and email messages, etc. If it requires a proxy server then this is configured on the proxy server page.

The proxy server is configured via:

PARS main menu > System management > Configure proxy server

Configureproxy.jpg

You should first try using the details shown above as these work in the vast majority of cases. Enter "DEFAULT" into the "Proxy details" field and then click "Save" at the top-left. Once done, click the "Test" button - this will give you a window showing the results of the test.

Gscproxytest.jpg

If this fails, enter the IP/Port number of the proxy server in the "Proxy details" field and if necessary, a fully qualified domain name, username and password in the boxes below. Save and test again.

Configure SMS

If you plan on using PARS to send SMS messages then you will need to create an account with Text Anywhere, the SMS provider that we work with. You can find a link to their website on the Configure SMS page in PARS.

Go to:

PARS main menu > Contact management > Configure > Configure SMS

Gscsms01.jpg

Click the link that says "Here" to go to Text Anywhere's website. You can setup an account for free which will provide you with 50 free SMS messages. The messages never expire so there is no harm in setting the account up now.

Once you have created an account, enter the Client identifier and Client password into PARS. Please note that the Client identifier is not an email address and will normally be in the format shown in the screenshot above. Once you have entered those details, contact us at TASC Software to obtain your authorisation code. You can either use the email address provided or ring 01902 824281.

Once all details on this page are entered, click "Save" at the top-left. Then click the "Test" button which will open a window - enter your mobile number and click "OK".

You may also want to click on the "Options" tab at the top of this page for some additional settings. This can be done at a later date and will often require an operational decision from SLT. More details about these settings can be found on the configure SMS page.

Gscsmsoptions.jpg

Automation

The automation module is something that performs automatic jobs for PARS. It can send automated reports (i.e. an attendance report sent weekly to each HoY), run Rule based behaviours, copy behaviour incidents to SIMS and other housekeeping jobs. Automation must run daily.

Please see our dedicated section to Automation. Once you have configured automation, PARS will be ready for basic usage!