Current

User

Location

Status

Asset types

Name

Brand

Model

Serial No

Supplier

Purchased

Cost

Mains?

Warranty?

Expiry: {{sc_assetdetailrecord.data.q_assetdetails.assetpurchasedate.toISODate().addMonths(inp_assetwarrantyperiod.value.toNumber()).formatDate('dd MMM yyyy')}}

Warranty (months)

Regular Checks

Actions	Check	Repeat? (days)	Latest check	Overdue?

Service History

Location Name

Notes

Status

Location types

Regular Checks

Action	Check	Latest / Next Due	Repeat? (days)	Overdue

Service History

Asset Checks

Action	Check	Tag / Serial	Name / Brand / Model	Latest / Next	Overdue

All assets assigned to this location

Assets In Location

Click to go to asset

Tag	Item / Brand	Model / Serial	Tot Checks	Overdue
			Cell	Cell

Some fields are disabled as synced with MIS

Date of Birth: dd MMM yyyy(Age: Y mm)

Reception Cohort: {{sc_pupilrecord_single.data.q_pupil_core.pupRecYear}}

Provisional Form: {{staffapp.cond_admincentreSC.sc_lists.data.q_forms.where('formid',sc_pupilrecord_single.data.q_pupil_core.pupprovisionalform,'==')[0].formdesc}}
(Uses name form has in current academic year - the name could have been changed in future years)

Current Form: {{staffapp.cond_admincentreSC.sc_lists.data.q_forms.where('fayid',sc_pupilrecord_single.data.q_pupil_core.pupformayid,'==')[0].formdesc}} ({{staffapp.cond_admincentreSC.sc_lists.data.q_forms.where('fayid',sc_pupilrecord_single.data.q_pupil_core.pupformayid,'==')[0].ayDesc}})

Form Tutor

Personal Tutor

Academic House: {{staffapp.cond_admincentreSC.sc_lists.data.q_achouse.where('acHouseID',sc_pupilrecord_single.data.q_pupil_core.pupAcHouseid,'==')[0].acHouseDescription}}

Staff Member's Child

UK Armed Forces Child

Leaver: {{sc_pupilrecord_single.data.q_pupil_core.puppossleave || sc_pupilrecord_single.data.q_pupil_core.pupleftdate ? 'Yes' : 'No'}}

Poss leave date: {{sc_pupilrecord_single.data.q_pupil_core.puppossleavedate.formatDate('dd MMM yyyy')}}

Left date

First name(s)

Surname

Preferred name

Date of Birth

Reception Cohort

Gender

Nationality

Main Ethnicity Category

Ethnicity Sub-Category

Ethnicity Extended-Category

Provisional form

Form

Academic House

Personal Tutor

Boarding?

Staff Member's Child?

British Forces Child?

Boarding terms

Boarding days

General Image Consent?

Includes Social Media?

Basic Trip Consent?

Agent

Poss. leave / left?

Poss. leave date

Leaving date

Destination school

Destination Type

Left:

Reverting pupil

Return To Admissions

This will remove the leaver's information and revert the pupil back to being a New Enquiry. Most returning pupils will do this as their information is processed and things like deposits and registration forms are received.

Return To Current Pupil Lists

This will remove the leaver's information and immediately make the child a current pupil again. Please choose a form for them to be put back into before continuing.

Upload a new image

Show timeline view

Email / SMS

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No history found

View	Message
	{{conCommDate.addSeconds(var_timeoffset_corrected.value.default(0)).formatDate('dd MMM yyyy HH:mm')}} - {{conCommType+' : '+conCommModule}}

Notes / Actions

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No history found

Events/Notes
dd MMM yyyy HH:mm Comm Type Subject Date Start End Main Content Edited times

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No comm history found

Email / SMS

Notes / Actions

dd MMM yy HH:mm

No admissions record found. The pupil may have been imported so did not pass through Complete-Ed for the admissions process.

Destination school

Destination Type

Admissions Enquiry

Web Enquiry

Likelihood

Source

Other

Preferred Start

Join Year Group

Enquiry Date Only change if backdating a record

Previous school

School Type

Forms

Form Name

Conflict ResponsesStatus

Documents for Signing

None Found

Env Title

Record Updates Input Data Status

# Documents
At least one document needs to be added to an envelope

#
Contact Name

Contact Email Duplicate Email

Signer
Relation

Add contacts in the order you want them to sign. Some items only require one person to fill them in. In these cases the first person you add (Signer 1) will be asked to complete them.

Duplicate Email Adresses Are Not Allowed

Initial Admission Notes

Assign Admission To: Saved

Next steps:

Actions	Date	Assigned To	Step description

Waiting List - INCLUDED

Priority Category (optional)

Updating

Open Day Bookings/Visits:

Actions	Open Day	Visitors
	notes

Other Visits:

Actions	Visit Dets

Below are the siblings (linked to the same parent records)

Actions	Name	Status

View	Date	Report

Today

Attendance Marks

Morning

?

Afternoon

?

Current Status

On-Site

Time	Attend Code	Handed To	Staff
		Out To Person

Loading Attendance Data

All Attendance Periods

Total Sessions

#sess

Total Present

#pres (%)

Absent

#abs (%)

Not Recorded

#empty

N-code

#n-code

Not-Expected

#notexp

Attend Period	Sessions	Present	Absent	N-code	Empty	Not Expected

Parents/Guardians

Action	Name	Email	Telephone	Key Worker?	Address
	Contact Name Primary	Email Email

Existing Files

Updating List

No files found

Files exist with categories you do not have permission for

File Name

Date

Staff

Date

Expires

Permission

Tags

Description

Expiry

Document Tags

Permission Category

Upload New Files

File Properties

Name	Permission	Doc Date Uses the file's metadata	Doc Expiry Leave blank if irrelevant	File Tags Organise and search by adding tags. Choose from list or type your own.

You do not have permission to view or edit medical information

Read-Only Permissions

Updating Data

Last updated:

Updated by:

NHS Number

Consent to provide first aid?

Fit for games/PE?

Diet

Not yet saved - try again?

NHS Number

First Aid Consent

Fit For Games

GP Details

GP Name

GP Telephone

Doctor/Surgery Name:

Address: Edit Address

Telephone:

Allergies Changes need saving

Epi-Pen User

Allergy Name

Legacy Allergies

Those that were ticked for the pupil but are no longer in the active allergy list for the school

Allergy Name

Key: Anaphylaxis Allergy Intolerance None - confirmed Unconfirmed

Notes

Medical Conditions Changes need saving

Inhaler User

Personal Med Kit

Condition

Legacy Conditions

Those that were ticked for the pupil but are no longer in the active condition list for the school

Condition

Key: Suffers Unconfirmed No - confirmed

Notes

Basic Medication Consents Changes need saving

Medication

Legacy Medications

Those that were ticked for the pupil but are no longer in the active Medications list for the school

Medication

Key: NO Consent Unconfirmed Consented

Medication

None listed

Show

Med name

Med dose

Expired

Notes

Time

Medication Given

No club membership or waiting list found

- Club Name Member

- Club Name Waiting List

Loading Summary Page

# Parents

Featured

Card title

Rel Type

Add 1 Add 2 Town POSTCODE POSTCODE

Mobile

Email

# Children

Featured

Card title

Gender

Rec Cohort

DoB/Age

Status:

Previous School:

Preferred Start:

Provisional Form:

Joining Year Group:

Admission Record Date:

Today

Attendance Marks

Morning

?

Afternoon

?

Current Status

On-Site

Time	Attend Code	Handed To	Staff

Loading Attendance Data

All Attendance Periods

Total Sessions

#sess

Total Present

#pres (%)

Absent

#abs (%)

Not Recorded

#empty

N-code

#n-code

Not-Expected

#notexp

Attend Period	Sessions	Present	Absent	N-code	Empty	Not Expected

Fancy display heading

Events/Notes
{{pupCommType.titlecase()}}

Message
{{conCommDate.addSeconds(var_timeoffset_corrected.value.default(0)).formatDate('dd MMM yyyy HH:mm')}} - {{conCommType+' : '+conCommModule}}

Open Day	Visitors

Visit Dets

Notes:

Account

Some fields are disabled as synced with MIS

Contact Information

Address

Gender: {{json_lists.data.genders.where('code',sc_getcontactrecord.data.q_contact_core.conGender,'==')[0].description}}
Marital Status: {{json_lists.data.maritalstatus.where('code',sc_getcontactrecord.data.q_contact_core.conMaritalStatus,'==')[0].description}}
Occupation: {{sc_getcontactrecord.data.q_contact_core.conoccupation}}
Keyworker? {{sc_getcontactrecord.data.q_contact_core.conkeyworker ? 'Yes' : 'No'}}

Title

Surname

First Name

Preferred Name

Email Address

Mobile Enter 0 (zero) and save to clear the value

Home Phone Enter 0 (zero) and save to clear the value

Work/daytime Phone Enter 0 (zero) and save to clear the value

Occupation

Gender

Marital Status

Key Worker?

Upload a new image

Actions	Name	Status	Form	Billing	Mailers	Restrict Sharing	Collect	Collection Password	Poss Leave/Leaver?
									Leaver: {{puppossleave \|\| pupleftdate ? 'Yes' : 'No'}} Poss leave date: {{puppossleavedate.formatDate('dd MMM yyyy')}} Left: {{pupleftdate.formatDate('dd MMM yyyy').default('not set')}}

Linked as a contact to:

Actions	Name	Status	Contact Type	Form	Billing	Mailers	Collect	Collection Password

You do not have permission to view pupil records

Email/SMS Comms

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No history found

View	Message
	{{conCommDate.addSeconds(var_timeoffset_corrected.value.default(0)).formatDate('dd MMM yyyy HH:mm')}} - {{conCommType+' : '+conCommModule}}

Contact documents coming soon

List item

Processing the hold enquiry sets it up as an active enquiry with the following details. All these details can be updated once it has been processed. If the enquiry is a duplicate, erroneous or not required, remove it at this stage to prevent skewing admissions figures. By default all the listed children are included in the processing. If you want to prevent them from being processed (maybe the same child was added twice) click the tick to remove them.

Parent 1

Name: {{sc_getholdadmdet.data.q_holdadm.holdp1surname.uppercase()}}, {{sc_getholdadmdet.data.q_holdadm.holdp1fname}}{{sc_getholdadmdet.data.q_holdadm.holdp1prefname ? ' ('+sc_getholdadmdet.data.q_holdadm.holdp1prefname+')' : ''}}

Email

This email address is already used by another contact. Apart from maybe being a duplicate of a similar record, you can continue but they will not be able to have their own parent portal account until they have been given a unique email address.

Mobile

Similar Records

None found

Linked to existing contact already

Matches email

Matches surname

Address

Requested:

Green items have been requested

Notes:

Children listed on enquiry:

Enquirer's (parent's) Details

First Name

Surname*

Email Not essential but best way to identify if enquirer already exists

or create enquiry linked to existing contact

Matched by email

No matches found

Select	Name	Email	Existing Children

Matched with at least surname

No matches found

Select	Name	Email	Existing Children

Parent's details

First name

The search for duplicates was based on this so cannot be adjusted at this stage - go back and search again if you need to change the surname

Parent's email If you don't have this, leave empty and we will use a random temporary email which you can adjust later

Add child(ren) to the enquiry Enter their first name (if they have a different surname to the parent, adjust in the pupil record once set up)

Add at least one child to the enquiry - enter the first name above and click 'Add Child'

Choose an enquiry source:

See the status of school-configured admissions steps

Action	Step	By Status	Completed
Not Yet		Required

Find a contact Search first. Help prevent duplicate records.

What type of relationship do you want to add?

Add this contact to siblings?

OR

Add a new one

Title

First name

Surname

Enter further details now (optional)

Email Address

Mobile

Type of relationship

Add this contact to siblings?

Parents/Guardians

Name	Email	Telephone	Key Worker?	Address

Log in sessions (by device)

Only available when 2FA is enabled

No history found

Device

#

Device Details

Date Authorised	Details	Expired/Logged Out
AuthDate	Device	Expired

Module

Asset Record

Current

Asset types

Regular Checks

Service History

Location Record

Location types

Regular Checks

Service History

Asset Checks

Assets In Location

Return To Admissions

Return To Current Pupil Lists

Comm Type

Subject

Email / SMS

Notes / Actions

Admissions Enquiry

Web Enquiry

Forms

Documents for Signing

Env Title

#

Initial Admission Notes

Next steps:

Waiting List - INCLUDED

Updating

Open Day Bookings/Visits:

Other Visits:

Attendance Marks

Morning

?

Afternoon

?

Current Status

On-Site

Total Sessions

#sess

Total Present

#pres (%)

Absent

#abs (%)

Not Recorded

#empty

N-code

#n-code

Not-Expected

#notexp

Upload New Files

File Properties

GP Details

Doctor/Surgery Name:

Allergies Changes need saving

Legacy Allergies

Medical Conditions Changes need saving

Legacy Conditions

Basic Medication Consents Changes need saving

Legacy Medications

Medication

Expired

Time

Medication Given

Club Season

- Club Name Member

- Club Name Waiting List

Attendance Marks

Morning

?

Afternoon

?

Current Status

On-Site

Total Sessions

#sess

Total Present

#pres (%)

Absent

#abs (%)

Not Recorded