Jim Haywood (Product Manager for Statutory Returns) Top Up Funding - Spring Release 2014.

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Presentation transcript:

Jim Haywood (Product Manager for Statutory Returns) Top Up Funding - Spring Release 2014

The first time we use the functionality after upgrade to the Spring Release we will be asked if we want to copy forward the students previously identified for the Spring Census. In most cases it will be helpful to click Yes, as most, if not all, will still be receiving the funding.

As for the Spring Census, we have two tables, with the top table available for selected additional students and the bottom table showing who has already been selected and allowing those students to be removed

Various filters are available and can be used together to home in on the students we want to select. In this case the filter on SEN Statement will suffice.

Once we’ve set our filters we click Search to obtain the list of students who fit those filters

This result illustrates the important point that the list of students in the top table always excludes students in the bottom table, i.e. Jilna and Naseem have an SEN Statement but they don’t appear in the top table as they have already been selected for Top-up Funding Students can be selected one at time by clicking on a row in the top table and then clicking the Add button, but it is also possible to use the normal Shift-Click and Ctrl-Click to add in batches. In this case will make user of Ctrl-Click to select Andrew and Kai.

Click on the first student required.

Ctrl-Click to highlight further students for inclusion

We Click Add to move those students to the list of those attracting Top-up Funding

We can also select students in the bottom table and click Remove to move them back to the top table. In this case we’ll remove Naseem from the list of those attracting Top-up Funding

Once we are happy with the list of students attracting Top-up Funding, we click Update to save the revised information ready for use in the School Census Summer 2014 application.

Thank you for your time