Setting up the Pastoral Management Module
A System Administrator must configure the following options before staff can start using the Pastoral Management module to add and manage pastoral management records.
- Record reasons - Records are given one or more record reasons. Record reasons allow users to associate a record with one or more themes or keywords, making it easier to search for and find specific records effectively. For details, see Configuring Record Reasons.
- Categories - When you create a new pastoral record on the system, you put it in a category. Categories help organisations manage staff visibility / access to pastoral records (alongside the overarching profile permission settings) and, for Scottish schools, link records to the required GIRFEC forms. For details, see Configuring Categories.
- Default Record Visibility - A pastoral record's category sets who can see it. Schools can decide to make records visible to everyone with access to the record's category by default, if preferred. For details, see Configuring Pastoral Record Default Visibility.
- Default Action Summary - Schools can choose to make the Action summary field draw from a note's Heading field when users add new notes with actions to pastoral management records. For details, see Configuring Action Summary Field Settings.
- GIRFEC - If you are a Scottish school, you need to configure the software so that you can use it to record GIRFEC data. For details, see Configuring GIRFEC.
- User Access and Notification Settings - Finally, you must give relevant staff access to the Pastoral Management module and set which notifications and alerts they receive.