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, a System Administrator must configure and manage the record reasons to best suit your school's needs.

Normally, these settings are configured by a System Administrator. As such, you may not be able to see this section when you log in if you do not have System Administrator access to the software.

  1. Go to Pastoral / Behaviour > Pastoral Management > Pastoral Configuration > Record Reasons.

    The 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

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

  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.

  1. Go to Pastoral / Behaviour > Pastoral Management > Pastoral Configuration > Record Reasons.

    The Record Reasons screen appears.

    The Setup: View Pastoral Record Reasons screen

  2. Click Edit.

  3. Make the required changes.

    If you untick the In Use check box, the record reason will no longer be available for others to use when adding new pastoral records.

    In this example, the second row's description has been amended and the third row's In Use check box has been unticked. Extract of the Record Reasons screen showing an amended record reason

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

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

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

  5. Click Save.

  1. Go to Pastoral / Behaviour > Pastoral Management > Pastoral Configuration > Record Reasons.

    The Record Reasons screen appears.

    The Setup: View Pastoral Record Reasons screen

  2. Click Edit. The screen refreshes to show additional options.

    Record Reasons screen with delete icons highlighted

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

    A red line strikes through the row you are deleting.

    An example of a record reason crossed through with a red line

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

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

  4. Click Save.

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