Preparing for Progresso 15.2

Progresso 15.2
Cover UI changes
For Cover users
© Advanced Learning 2015
Salisbury House, Stephensons Way,
Wyvern Business Park,
Derby DE21 6BF
t 0330 060 2199 f 01332 660 111
www.advanced-learning.co.uk
Contents
Introduction ..................................................................................3
Current Cover pages ......................................................................3
New Cover pages ...........................................................................4
Record staff absences ..........................................................................4
Record Teaching Group absence...........................................................5
Assign Cover ........................................................................................6
Code menu ..................................................................................................... 7
Available teachers ........................................................................................... 8
Available rooms .............................................................................................. 8
Cover for staff absences ................................................................................... 9
Cover for unavailable rooms ............................................................................. 9
Cover widgets .................................................................................... 10
Exclude cover ..................................................................................... 11
More information .........................................................................11
Preparing for Progresso 15.2
Page 2 of 11
Introduction
When you log in to Progresso after the 15.2 update you will be presented a new look and
feel to the Web application. This document, aimed at school administrators and School
Cover users in particular, provides an overview of the changes related to Cover in 15.2.
There are a number of changes to Cover pages including a revamped ‘Assign Cover’
page. These changes have improved the overall user experience for recording staff as
well as assigning cover for staff absences and unavailable rooms.
Current Cover pages
The current pages for Cover appear as shown below.
Record Absence - Old
Assign Cover - Old
Preparing for Progresso 15.2
Page 3 of 11
New Cover pages
The new UI in Progresso 15.2 affects the following Cover pages:







Record Staff Absences: Manage, Add and Edit pages.
Record Teaching Group Absences: Manage, Add and Edit pages.
Record Registration Group Absences: Manage, Add and Edit pages.
Assign Cover: Assign cover for teachers and rooms.
Agencies: Manage, Add and Edit pages.
Swap Rooms
Cover Rota
All of these changes are covered in depth in the walkthrough videos available on the
Progresso 15.2 microsite.
The next sections briefly look at the changes in the ‘Record Staff Absences’, ‘Record
Teaching Group Absences’ and ‘Assign Cover’ pages.
Record staff absences
To record a staff absence, from the navigation menu, click Cover. From ‘Record
Absences’, select ‘Staff’. The ‘Manage Absence/Late Record’ page appears where a list of
existing absences are displayed. To add an absence, click Add. The new ‘Add Staff
Absence and Late’ page appears.
Record bulk
absences.
Click
to expandSelect and
add more than one staff.
Quick
access
icons
Click
to expand
to other areas.
Click
to expand
Select one
or more
period slots
for the day.
New Record Staff Absence page
Click
expand
Text box
to to
add
comments.
Preparing for Progresso 15.2
Page 4 of 11
You can select a reason for the absence from the ‘Absence Category’ drop-down. You
can select either the start and finish time for the absence or specific periods in the day.
If you select specific periods, the options to select start and finish time disappear.
Once you have recorded all the required details for an absence, click Save. A success
message appears.
Once you have successfully recorded absences, you can stay on the page and continue
to add more absences or you can use these quick access buttons to proceed assigning
cover for the absences recorded. You can also go back to the manage staff absences
page.
Record Teaching Group absence
To record absence for one or more teaching groups, from the navigation menu, click
Cover. From ‘Record Absences’, select ‘Teaching Group’. The ‘Manage Teaching Group’
page appears where a list of existing teaching group absences are displayed. To add an
absence, click Add. The new ‘Record Absence for Teaching Group’ page appears.
Click
to expand
Quick
access
icons.
Click
to expand
Select one
or more
period slots
for the day.
Text boxClick
to quickly
search for
to expand
teaching groups.
New Record Teaching Group Absence page
Preparing for Progresso 15.2
Page 5 of 11
You can record teaching group absences in bulk from here. All teaching groups for
various years are listed on the page. There are several ways of selecting teaching
group(s) you are recording an absence for. You can either manually select from the
listed teaching groups or you can type the year of the teaching group in the text box for
a quick search. When you search for a teaching group, the list on the page is updated
and displays only the teaching groups matching the search text.
Once you have recorded all the required details for an absence, click Save. A success
message appears. You can stay on the page and continue to add more absences or you
can use the quick access button to go back to the teaching group absences page.
Assign Cover
To assign cover, from the navigation menu, click Cover and then select ‘Assign Cover’.
The ‘Assign Cover’ page appears.
The page displays a grid view of all events that require cover. Events are made up of
staff absences (at the top) and unavailable rooms (at the bottom). You can use the
options listed here to update the events displayed in the grid. So you can select to view
either staff absences or unavailable rooms. You can also select to view only those events
that require cover. By default, all options are selected.
Quick
icons.
Clickaccess
to expand
Click
to expand
Select
which
events are
displayed in the grid.
Click
expand
Switch
to to
Week
view
with a click.
New Assign Cover page
Preparing for Progresso 15.2
Page 6 of 11
Some important options and functions on the page are:





When a teacher and teaching group are both absent, cover events are
automatically marked as ‘CNR’ i.e. cover not required.
When cover is required for both teacher and room, two separate events appear in
the grid, one for the teacher and one for the room.
The first column displays details of the absent staff or unavailable room. To
optimise the space on the screen, only teacher and room code is displayed. If you
want to view the teacher name or room name, hover the mouse over the code.
Each event in the grid contains details such as group code at the top and room
code at the bottom. Teacher code appears in the middle after cover is assigned.
Similarly, for unavailable rooms, group code appears at the top and teacher code
in the middle. Room code appears at bottom after cover is assigned.
You can bulk mark events as not requiring cover using quick access icons. For the
events marked as not requiring cover, the colour of event changes to purple and
the code ‘CNR’ appears; in case of staff absences it appears in the middle, while
in case of the rooms it appears at the bottom.
The folded fly-out menus enable you to view the colour key as well as the menus for
selecting available teachers and rooms for cover.
Code menu
This menu displays a colour key explaining the colours on the grid. Where the event
appears in red and marked as ‘Cover required’, you select the events to assign cover.
Click to
expand
Click to close
the
flyout menu.
Flyout menu for Code
Preparing for Progresso 15.2
Page 7 of 11
Available teachers
This fly-out menu displays available teachers with the same subject.
If no teachers with same subject are available, you can select the option for ‘Free’; this
displays all available teachers. You can also select the option for ‘All’ to simply view all
teachers. The default values appearing in this list can be set up by Administrators.
Flyout menu for Available Teachers
Available rooms
This fly-out menu displays available rooms. If no rooms are available for assigning cover,
you can select the option for ‘All Rooms’ to view all rooms. The default values appearing
in this list can be set up by Administrators.
Flyout menu for Available Rooms
Preparing for Progresso 15.2
Page 8 of 11
Cover for staff absences
You can now assign the same cover for multiple staff absences in bulk. To assign cover
for a staff absence:
1. Select one or more events to cover. If you selected two events that are occurring
at the same time, then they cannot be covered by the same person. So an error
message appears, prompting you to de-select one of the events before
continuing.
2. Click the ‘Available Teachers’ menu. The fly-out menu appears displaying
available teachers with the same subject.
3. Select a teacher from the list to assign the same cover for the selected events.
The staff absences are assigned the selected cover. The colour of the events changes to
green and teacher code appears for the events.
Cover for unavailable rooms
Cover for unavailable rooms is assigned just like for staff absences. You can assign the
same cover room for multiple unavailable rooms, in bulk. To assign cover for an
unavailable room:
1. Select one or more events on the grid to cover.
2. Click the ‘Available Rooms’ menu. The fly-out menu appears displaying available,
free rooms.
3. Select a room from the list to assign cover for the selected events.
The unavailable rooms are assigned the selected cover. The colour of the events changes
to green and room code appears for the events.
Once cover is assigned for staff absences and unavailable rooms:



To save the assigned cover and send out notifications to relevant staff, click
Publish.
To re-assign cover for any event, just select the period or room slot and simply
select the cover option from the fly-out menu.
To remove cover for any event, select the period or room slot and click Remove
Cover.
Preparing for Progresso 15.2
Page 9 of 11
Cover widgets
The ‘School Cover’ widget is visible to Administrator and Cover officers. It displays
details of existing staff absences and their assign cover for the day. The ‘By’ column
displays the cover assigned for the staff absence. If the column is empty, it means that
no cover has been assigned yet for those events.
School Cover widget
Similarly, the ‘My Cover’ widget can be pushed out to teachers and supply teachers. This
widget enables teachers, who have been assigned to cover staff absences, to quickly
view their assigned cover events as soon as they log into Progresso.
My Cover widget
Preparing for Progresso 15.2
Page 10 of 11
Exclude cover
It is now possible to exclude entire course years from Cover. When excluding a course
year, all teaching groups in that year will be excluded from Cover. Years excluded from
cover will always appear in purple with the ‘CNR’ mark on the ‘Assign Cover’ page.
To access and enable this feature, from the navigation menu, click Cover. From ‘Cover
Settings’, select ‘Configure Cover’. The ‘Configure Cover’ page appears. A new section
‘Exclude From Cover’ is visible on the page.
To exclude a year from cover, select the years from the list and click Add. Click Save to
save the changes. The selected years will be excluded from cover henceforth.
More information
Comprehensive demo videos on the Cover pages are available on the Progresso 15.2
microsite. It is highly recommended that you view these videos to understand all the
changes related to Cover.
If you have access to Sandbox, please use this document and the video as a guide and
try out the new Cover UI.
Preparing for Progresso 15.2
Page 11 of 11