About Dashboards

On the left-hand side of the dashboard screen, a menu appears listing all the options available within that module.

These often fall under the following sub-headings:

• Management - You use the Management menu options to manage the data in the options in that module, e.g. adding single records, adding batches of records, completing searches, editing/deleting records or running reports. This is also where you will find tailored screens.

  Example: From the Pastoral Management dashboard, you are able to add a pastoral record relating to one or more pupils and subsequently search for and edit those records (if you have the appropriate permissions).

• Configuration - System Administrators use the Configuration menu functions to set up the relevant options other users will need when creating new records in the module. Some modules may require more than one set of items to be configured, e.g. categories.

  Example: In the Pastoral Management function, you need to configure the record types and categories that can be used by staff when creating pastoral management records. System Administrators at Scottish Schools also set up GIRFEC options through the Pastoral Management Configuration section.

Dashboards often summarise recent activity, such as newly added records or personalised reminders, usually in grids. Charts and graphs illustrating longer term activity may also be included. For example, the Pastoral Management module dashboard shows a grid of items that require the logged in user to take action, plus a grid of recent pastoral records added to the system that the user has permission to access.

Do ONE of the following:

• Click on or hover your cursor over a mega menu heading, then click on the relevant module/function name in the drop list.

  For example, to open the Pastoral Management dashboard, go to Pastoral / Behaviour > Pastoral Management.

• From within the module/function, click on the Dashboard button which appears in the top, right-hand corner of each screen.