Difference between revisions of "Test"
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This page is used to send messages via email or SMS, and to generate letters. This page can also be used to record the details of phone calls and meetings. All of this information is saved on the student's contact log. <br> <br> | This page is used to send messages via email or SMS, and to generate letters. This page can also be used to record the details of phone calls and meetings. All of this information is saved on the student's contact log. <br> <br> | ||
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'''Main menu > Contact Management > External contact''' <br> <br> | '''Main menu > Contact Management > External contact''' <br> <br> | ||
| − | + | =How to= | |
| − | + | ==Batch send messages / batch generate letters== | |
* Click the generate batch button at the top left. | * Click the generate batch button at the top left. | ||
| − | + | ===Stage 1=== | |
Deselect any student you do not wish to contact because of court orders, unusual arrangements, etc. Select the type of person you are going to contact. There are four options: | Deselect any student you do not wish to contact because of court orders, unusual arrangements, etc. Select the type of person you are going to contact. There are four options: | ||
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* Priority 1 contact with Parental responsibility - contact people who are both priority 1 and have parental responsibility | * Priority 1 contact with Parental responsibility - contact people who are both priority 1 and have parental responsibility | ||
* Priority 1 contact regardless of Parental responsibility - contact people who are priority 1 | * Priority 1 contact regardless of Parental responsibility - contact people who are priority 1 | ||
| − | * All contacts with Parental responsibility - contact people who have responsibility | + | * All contacts with Parental responsibility - contact people who have responsibility <br> <br> |
| + | |||
| + | '''(a)There is an alternate set of options depending upon preferences''' <br> <br> | ||
| + | |||
| + | ===Stage 2=== | ||
| + | |||
| + | This tab will check that, for each student, there is a person in SIMS who can be contacted based on the options selected on the previous tab. <br> <br> | ||
| + | |||
| + | Students who do not have a valid contact will be highlighted in red. If there are no named contacts to the right of the student's name then there are no contacts who have a suitable priority level and/or parental responsibility in SIMS. Alternatively if a named contact does appear, then they do have suitable priority and parental responsibility, but do not have a valid method for contact e.g. they have no email address. <br> <br> | ||
| + | |||
| + | ===Stage 3=== | ||
| + | |||
| + | |||
| − | + | ==Send single message== | |
| − | + | ==Record meetings or phone calls== | |
| − | + | ==View contact log== | |
| − | + | =Relevant settings= | |
| − | + | ==SMTP== | |
| − | + | ==Contact management permissions== | |
Revision as of 10:50, 18 October 2017
This page is used to send messages via email or SMS, and to generate letters. This page can also be used to record the details of phone calls and meetings. All of this information is saved on the student's contact log.
This page is accessed via:
Main menu > Contact Management > External contact
Contents
How to
Batch send messages / batch generate letters
- Click the generate batch button at the top left.
Stage 1
Deselect any student you do not wish to contact because of court orders, unusual arrangements, etc. Select the type of person you are going to contact. There are four options:
- Students - contact the students themselves. Emails will be sent to their 'work' email addresses (as set in SIMS)
- Priority 1 contact with Parental responsibility - contact people who are both priority 1 and have parental responsibility
- Priority 1 contact regardless of Parental responsibility - contact people who are priority 1
- All contacts with Parental responsibility - contact people who have responsibility
(a)There is an alternate set of options depending upon preferences
Stage 2
This tab will check that, for each student, there is a person in SIMS who can be contacted based on the options selected on the previous tab.
Students who do not have a valid contact will be highlighted in red. If there are no named contacts to the right of the student's name then there are no contacts who have a suitable priority level and/or parental responsibility in SIMS. Alternatively if a named contact does appear, then they do have suitable priority and parental responsibility, but do not have a valid method for contact e.g. they have no email address.
Stage 3
Send single message
Record meetings or phone calls
View contact log
Relevant settings
SMTP
Contact management permissions
What I am stuck on
- How to talk about arriving on this page via behaviour, detentions, etc.
