Step by Step – Locating SEN Information 71 Step by Step – Send a Message 72 Exclusions 73 Scenario – Request for a List of Conduct for Marissa Fuller 74 Step by Step – Viewing Data in Behaviour Management 74 Scenario – Request to View Attendance Data 74 Step by Step – Locating a Pupil’s Attendance Data 75 Dinner Money Financials 75 Assessment 75 Communication Log 76 Activity – Request to Find a Pupil and Others in her Class 76 Changes to Contact Data 78 Scenario – Notification of Change of Address for One Parent 78 Step by Step – Changing a Contact Details (Family Separation) 78 Scenario – Call to Notify School of Change of Telephone Number 83 Step by Step – Changing a Contact’s Phone Number – Through Contact Details 83 Agencies and Agents 84 Scenario – Request to find a Surgery’s Telephone Number 84 Step by Step – Viewing Agency Details 84 Scenario – Notification of a New Agency and Agent 85 Step by Step – Adding an Agency 85 Step by Step – Adding an Agent 86 Scenario – Adding a new Agent and Linking to an Agency 87 Step by Step – Linking an Agent to an Agency 87 Step by Step – Linking the Pupil to an Agent 89 Exclusion Management 92 Chapter Introduction 92 Personal Details (for Each Exclusion) 92 Exclusion Details (for Each Exclusion) 92 Scenario – Adding a Fixed Term Exclusion 93 Step by Step – Recording a Fixed Term Exclusion 93 Step by Step – Recording Discipline Committee Information 95 Scenario – Adding a Permanent Exclusion 95 Step by Step – Recording a Permanent Exclusion 95 Step by Step – Recording the Results of the Appeals Committee 96 Writing Home to Individual Parents 98 Scenario – Creating a Quick Letter 98 Step by Step – Quick Letter 98 Running Basic SIMS Reports 102 Scenario – Request for Pupils where Date for Eligibility for Free School Meals has Expired 102 Step by Step – Running the Free Meal Expired Report 102 Managing the School Diary and Personal Tasks 106 Scenario – Request to Add Parent Evenings to the School Diary 106 Step by Step – Adding a School Event to the Diary 106 Activity 4 – Add Key Stage 2 Parent Meetings to the School Diary 110 Scenario – Prepare Agenda for Governors Meeting 110 Step by Step – Adding a Personal Task to Prepare Agenda for Meeting 111 Configuring the SIMS Home Page 114 Step by Step – Configuring the SIMS Home Page 114 Single – Use Panels 116 Multiple-Use Panels 117
Enter the letter details. Click the Print button to print the letter from Word. In Word 2007 and 2010 click the Add-Ins tab and click the Quick Letter Save and Close button. This enables the letter to be uploaded to the document server and attaches the letter to the pupil’s details. The letter can be viewed at a later date using the Linked Documents button. The Upload to Document Management screen is displayed. Any required details may be entered in here. Click the OK button. The letter closes with a confirmation that the quick letter has uploaded successfully to the document server. Click the OK button. The letter is now stored on the document server and and can be viewed by clicking the Linked Documents hyperlink on the Links menu of Emily’s Pupil Details screen. Highlight the required document and click the Open button to display the Edit Note/Document dialog. This enables the attached document to be viewed or edited. It is also possible to open the letter by clicking the Attachment icon. Attachment icon