You are here: Modules > Pastoral / Behaviour > Pastoral Management Module > Configuring Record Reasons

Configuring Record Reasons

One or more pastoral record reasons are added to each pastoral record when it is created. Record reasons allow schools to group records by theme, depending upon the organisation's particular preference. Record reasons might include 'Illness', 'Bereavement' or 'Relocation', for example.

To use the Pastoral Management module effectively, your System Administrator must configure and manage the record reasons to best suit your school's needs.

Note: Normally, these settings are configured by your System Administrator. As such, you may not be able to see this section when you log in.

ClosedHOW TO SET UP A RECORD REASON

  1. Go to Pastoral / Behaviour > Pastoral Management and click Record Reason in the Configuration menu.

    The Setup: View Pastoral Record Reasons screen appears.

    The Setup: View Pastoral Record Reasons screen

  2. Click Edit.

  3. Click in the empty Description field in the bottom row and type the name of the new pastoral record reason.

    Setup: Pastoral Record Reasons screen with new row highlighted with a red box

    Note: The colour of the dot in the first column denotes the status of the row. For more information, see About Grids.

  4. In the same row, ensure that the In Use check box is ticked to make the new pastoral record reason live and available for others to use.

  5. Click Save.

ClosedHOW TO EDIT A RECORD REASON

  1. Find the record reason that you would like to edit.

    ClosedMore details...

    1. Go to Pastoral / Behaviour > Pastoral Management and click Record Reason in the Configuration menu.

      The Setup: View Pastoral Record Reasons screen appears.

      The Setup: Pastoral Record Reasons screen

    2. (Optional) Check the Show Hidden check box to show a complete list of pastoral record reasons, including those that are not currently in use.
  2. Click Edit.

  3. Make the required changes.

    Note: The colour of the dot in the first column denotes the status of the row. For more information, see About Grids.

  4. (Optional) If you make a change in error, you can click the adjacent Undo icon to undo it.

    Note: You CANNOT undo changes once you have clicked Save. Instead, you must edit the pastoral record reason.

  5. Click Save.
  6. (Optional) To make further amendments, repeat steps 2 to 5.
ClosedHOW TO DELETE A RECORD REASON

  1. Find the record reason you would like to delete.

    ClosedMore details...

    1. Go to Pastoral / Behaviour > Pastoral Management and click Record Reason in the Configuration menu.

      The Setup: View Pastoral Record Reasons screen appears.

      The Setup: Pastoral Record Reasons screen

    2. (Optional) Check the Show Hidden check box to show a complete list of pastoral record reasons, including those that are not currently in use.
  2. Click Edit.

  3. Click Delete icon next to the reason you would like to delete.

    A red line strikes through the row you are deleting.

    Note: You can reverse a deletion by clicking the adjacent Undo icon. You CANNOT undo a deletion once you have clicked Save.

    Note: The colour of the dot in the first column denotes the status of the row. For more information, see About Grids.

  4. Click Save.

    Note: You cannot delete a pastoral record reason that is already associated with a record.
    Setup: Pastoral Record Reasons screen with warning highlighted in red