Pastoral care notes can be edited and deleted through the 'Student Summary' page, under the sub-pages 'In Detail' and 'Qualitative Analysis'.
Edit and Delete Pastoral Care Permissions
The permission 'PC: EDIT ALL' (edit all Pastoral care notes that can be seen) is required for the edit and delete options to be available under the 'Configure Fields' button. Click here for a full list of Pastoral care permissions.
Enabling the Edit and Delete Options
- Go to the Pastoral Care Workspace > Student Summary > Qualitative Tab/In Detail.
- Use the filters at the top of the page to display the Pastoral care notes.
- Click on the 'Configure Fields' button in the bottom right hand corner. If this does not display complete step 2 above.
- Tick 'Edit' and 'Delete'.
Editing Pastoral Care Notes
Pastoral care notes can only be edited by staff with the permission 'PC: EDIT ALL' (to edit other staff's note).
Some fields are locked and cannot be edited (i.e. Staff, Student), where this is the case a new note will need to be created and the old one deleted. The 'Copy to SIP' option may save time with this process.
- Go to the Pastoral Care Workspace > Student Summary > Qualitative Analysis/In Detail.
- Select people in the drop-down in the top left corner if wanting to filter notes by staff or students.
- Set the date range or leave as default.
- Select types to filter results, or leave as 'All types'.
- Click on the white arrow with blue background to the top right to load the Pastoral care notes.
- Click the 'Edit' icon to make changes. If the Edit icon does not display click the 'Configure Fields' button and select 'Edit'.
- Click 'Save'.
Deleting Pastoral Care Notes
- Go to the Pastoral Care Workspace > Student Summary > Qualitative Analysis/In Detail.
- Use the filters at the top of the page to display the Pastoral care note.
- Set the date range or leave as default.
- Select types to filter results, or leave as 'All Types'.
- Click on the white arrow with blue background to the top right to load the Pastoral care notes.
- Click the 'Delete' icon to remove a note from the system. If the delete icon does not display click the 'Configure Fields' button in the bottom-left corner and tick 'Delete'.
- Select 'Yes'.
Viewing and Printing Pastoral Care Notes
- Go to the Pastoral Care Workspace > Student Summary > Qualitative Analysis/In Detail.
- Select people in the drop-down in the top left corner if wanting to filter notes by staff or students.
- Set the date range or leave as default.
- Select types to filter results, or leave as 'All Types'.
- Click on the white arrow with blue background to the top right to load the Pastoral care notes.
- Select 'Print' or 'To Excel'. Select 'Click Here to Access Your Document'.
Un-Restricting Pastoral Care Notes
Pastoral care notes can only be restricted by staff with the permissions 'PC: EDIT ALL' and 'PC: ALL RES'.
- Go to the Pastoral Care Workspace > Student Summary > Qualitative Analysis/In Detail.
- Find the applicable Pastoral care notes by filtering on student/staff/date range/Pastoral care types.
- Click on the white arrow with blue background to the top right to load Pastoral care notes.
- Click the 'Edit' icon beside the note in the list. If this icon is not available select it from the configure fields list as described above.
- Deselect 'Restricted'.
- Click 'Save'.
Comments
0 comments
Please sign in to leave a comment.