Bite Size Training Courses (Arbor focused)

“Hints and Tips”

• Using the quick search bar
• Pupil bulk updates
• Pupil contact bulk update
• Browse students (joiners, leavers, birthdays, etc)
• Accessing the Help Centre

If there is spare time at the end of the session, we can review the process to admit, readmit, and unenroll a pupil.

“CTF Import and Export”

• How to import a CTF
• How to export a CTF (and unenroll a pupil)
• The difference export types (full, partial/custom, assessment, etc)
• How to view already imported CTFs

“Quick Reporting”

• Running the list for Joiners and Leavers
• Running the list for Birthdays
• Exporting Data Collection Sheets
• Reviewing Attendance Statistics
• Reviewing Enrolment Statistics

“Attendance”

• How to access daily registers/attendance
• How to access Registers by Date (previous)
• How to access Bulk Edit Marks and the difference between Standard and Advanced
• Looking at absentees by date
• Looking at persistent absentees
• Looking at planned absences
• If applicable, admin permissions for take register settings

> Can restrict absence marks

“Attendance Reporting”

• Using the statistics area for reporting and changing the data
• How to export attendance certificates in bulk/individual
• How to export statutory marks
• How to export a printable register
• How to export lesson registers (already completed registers)
• Discussion on the Week by Week Marks
• Creating letter templates for Attendance

“Communications”

• How to compose an email/SMS/in-app (if used)/letter
• How to create a template for an email/sms/in-app (if used)/letter
• Accessing the school mailbox, and breaking it down for types
• Generating printable labels > If applicable to in-app, using notices
• Looking over the setup of communications

“Simple Reporting”

• Using the custom report writer
• Selecting different data areas (students/staff/contacts etc)
• How to set up filters
• Changing the output type

“Housekeeping”

• Data quality dashboard (for pupils)
• Data quality dashboard (for staff)
• Bulk update primary contacts
• Suspected duplicates for pupils, guardians and staff > If applicable to in-app, student record changes

“SEN”

• Accessing SEN information
• Viewing statistics
• Reviewing information via pupil record (education needs)

“Clubs and Trips”

• Setting up a club/trip/wraparound care
• Options of payments (free/paid/voluntary)
• Eligible students
• Understanding participants (eligible/reserved/confirmed)

“Payments”

• Reviewing the check list of setting up the accounts
• Creating customer account types
• Reviewing the school bank details
• If moved from third party, setting initial balances
• Reviewing the accounts for balances, invoices, credit notes, top-ups and refunds
• Reviewing the reconciliation area for money received, bank deposits, consolidated reports, and card payments
• If applicable, the set up of the school shop and it’s products

“Year End/School Year Setup”

The School “Year End” in Arbor is broken down into steps for you in the system.

Therefore a Bite Size session is not required for this. If you need help at any point during the process, you are more than welcome to call our service desk to schedule a 30 minute call to go through some of the issues or queries you may be dealing with. This will not be taken away from your training allocation.