Progresso v15.2 Release Notes Version 1.3 All copyright and other intellectual property rights in all text, images and course materials are owned by Advanced Learning or are included with permission of the relevant owner. You are permitted to reproduce extracts by way of printing, and by distribution to other people but, in all cases, for non-commercial, informational and personal purposes only. No reproduction of any materials may be sold or distributed for commercial gain, nor shall they be modified or incorporated in any other work or publication. No other licence or right is granted. COPYRIGHT © Advanced Learning Advanced Learning owned by Advanced Business Software and Solutions Limited trading as Advanced Business Solutions part of Advanced Computer Software Group. Registered in England and Wales. No: 03214465 Registered Office: Munro House, Portsmouth Road, Cobham, Surrey K11 1TF, United Kingdom. Advanced Learning, Salisbury House, Stephensons Way, Wyvern Business Park, Derby DE21 6BF w progresso.advancedfirstline.com t 0330 060 2199 f 01332 660 111 www.progressomis.com Table of Contents 1 Introduction ................................................................................................. 4 2 UI changes ................................................................................................... 5 2.1 Home page ............................................................................................. 5 2.2 Full text search ...................................................................................... 6 2.3 Navigation menu .................................................................................... 6 2.4 Dashboard widgets ................................................................................ 7 Manage dashboards ............................................................................ 8 Report widgets ................................................................................. 11 2.5 Filters .................................................................................................. 14 Advanced filter ................................................................................. 14 Column filters ................................................................................... 15 2.6 Attendance........................................................................................... 18 Roll call attendance ........................................................................... 18 Lesson by lesson attendance .............................................................. 22 Exam attendance .............................................................................. 23 Detention attendance ........................................................................ 24 Record dinners ................................................................................. 24 2.8 Behaviour Management ....................................................................... 27 Add behaviour .................................................................................. 27 Manage behaviour............................................................................. 30 2.9 Cover ................................................................................................... 32 Record absences ............................................................................... 32 Assign Cover .................................................................................... 34 Swap rooms ..................................................................................... 37 Agencies .......................................................................................... 38 Cover rota ....................................................................................... 38 2.10 Assessments ..................................................................................... 40 Manage Assessment templates ........................................................... 40 Manage Assessment screens .............................................................. 42 Widgets ........................................................................................... 47 2.11 Exam seating .................................................................................... 48 Add room ......................................................................................... 48 Add invigilator .................................................................................. 49 Seating............................................................................................ 49 2.12 Removed functionalities.................................................................... 51 Progresso v15.2 Release Notes Page 2 of 65 w progresso.advancedfirstline.com t 0330 060 2199 3 Non-UI changes .......................................................................................... 53 3.1 Progress 8 ............................................................................................ 53 3.2 Attendance........................................................................................... 54 3.3 Behaviour Management ....................................................................... 54 Neutral behaviour ............................................................................. 54 Delete detentions .............................................................................. 55 Notification settings .......................................................................... 55 Time constraints removed for detention attendance .............................. 56 3.4 Cover ................................................................................................... 56 Configure cover ................................................................................ 56 Exclude cover ................................................................................... 57 Supply accounts ............................................................................... 57 3.5 Exams .................................................................................................. 58 3.6 People .................................................................................................. 58 3.7 Timetable ............................................................................................. 59 Scheduler ........................................................................................ 59 Widgets ........................................................................................... 65 Other changes .................................................................................. 65 Version history DATE VERSION 13/05/2015 1.2 21/05/2015 1.3 DESCRIPTION Section 2.4 updated. Report widgets information added in section 2.4.2 Progress 8 information added in section 3.1 Information on On Screen Reporting (OSR) tool removed Progresso v15.2 Release Notes Page 3 of 65 w progresso.advancedfirstline.com t 0330 060 2199 1 Introduction This document provides details of all the changes and updates within Progresso for the latest release. Progresso 15.2 features major changes to the user interface (UI) for improved user experience. Changes include a new login and Home page and significant improvements to widgets with the introduction of Dashboard management. The new UI also affects pages in some modules such as Attendance, setting up Assessments, Cover, Behaviour Management, external Examination Seating, and Learner and Parent portal. There are also other changes and enhancements to existing functionalities in Progresso; these are separate from the UI changes. Hence, this document is divided into two main sections, one section focuses mainly on UI-related changes, while the other covers non-UI changes. The changes are summarised as follows: UI changes to Attendance, Assessment (setting up only), Behaviour Management, Cover, external Exam seating and Widgets. Non-UI changes related to Attendance, Behaviour Management, Cover, Exams, People, Timetable (including Scheduler) and new report available for Progress 8. Please read through these release notes to get more information on all of the above. Progresso v15.2 Release Notes Page 4 of 65 w progresso.advancedfirstline.com t 0330 060 2199 2 UI changes This section covers a list of all the pages that feature the new UI. There are no major changes to functionalities, but for some modules there may be considerable improvements to user experience and some processes, such as adding a behaviour entry, may seem more simplified. All the changes to the Progresso UI are being thoroughly covered on our dedicated Progresso 15.2 microsite. It contains detailed videos on each module as well as a range of documentation to help you prepare your staff for the changes. It is highly recommended that you access these resources to prepare yourself for the new UI in Progresso 15.2. 2.1 Home page This is the new Home page in Progresso 15.2. The navigation menu in the new UI is moved to the left of the page and is collapsible. The Task panel is removed in the new UI; there is now more space for the Dashboard widgets. Other important changes on the new UI ‘Home’ page are: Users may perform more than one role. To simplify the choices, these roles are now specific to the user and are selected from the ‘Role’ drop-down. Progresso v15.2 Release Notes Page 5 of 65 w progresso.advancedfirstline.com t 0330 060 2199 The ‘Link Account’ functionality is moved to the ‘Manage Profile’ screen. The ‘Manage Profile’ icon is located at the top right corner of the page. Options for communications are moved to the ‘System’ module. Events is moved from ‘System’ to the ‘Data’ module. Document Store is also moved under ‘Data’ module. 2.2 Full text search Full Text Search can now be performed only for Candidates, Contacts, Learners and Staff. The searchable fields, where applicable, are First Name, Last Name, Legal Forename, Legal Surname, Candidate Number or Learner Code. Note: When using Full Text Search in Internet Explorer®, an ‘X’ appears in the text box, next to the Search icon. Clicking it does not clear the search. This is actually an issue with IE. To clear the text box, you need to manually delete the text. 2.3 Navigation menu The navigation menu is collapsed by default; you can expand it with a click. Modules are denoted by quick click icons; if you’re unsure what an icon means then hovering your cursor over it displays a tool tip for the module name. Clicking an icon displays a menu for the module. Headings are not Click to expand clickable The menu displays a list of links to available options under that module. Click a link to navigate to that function. The headings in this menu (in blue) are not clickable. Progresso v15.2 Release Notes Page 6 of 65 w progresso.advancedfirstline.com t 0330 060 2199 For example, now you cannot click ‘Record Assessments’ in this menu. To record assessments, click one of the four options listed under ‘Record Assessments’. Note: Group widgets provide shortcuts to Attendance, Behaviour Entry and Teacher Markbook. 2.4 Dashboard widgets In Progresso 15.2, the Dashboard is expanded and spreads across the page. The Dashboard is tabbed and display up to six widgets per tab. Widgets are displayed in the Dashboard in two formats: one across the whole width of the Dashboard or two across half the Dashboard or combination of both. In the screenshot above, the Dashboard contains four tabs. The first tab ‘Home’ contains four widgets: Notifications, Staff Timetable, My Registration Groups and My Teaching Groups. Note: If you currently have tabs containing more than six widgets, then these will be split across two tabs; the first tab containing six widgets and the second tab containing the remaining widgets. Progresso v15.2 Release Notes Page 7 of 65 w progresso.advancedfirstline.com t 0330 060 2199 In 15.2, widgets are improved in look and feel. An example of the new widget is shown below. This widget also contains shortcuts to take the register, add a behaviour entry and accessing the markbook. Each widget contains quick click options to customise the widget via icons in the top left corner. These provide three main options for a widget: refresh the content, select widget settings (e.g. widget name and height) and view widget in Full Screen. Some widgets also contain an additional men denoted by a blue tab in right corner, below the quick click icons. This is the ‘Find’ menu. The ‘Find’ menu is collapsed by default; you can expand it with a click. It enables you to filter the data that is displayed in the widget. The filtering is temporary however and the data displayed in the widget reverts back to the default content once a user moves away from the Home page or logs out. Manage dashboards A new functionality is introduced in Progresso 15.2 for Administrators. Administrators now manage user Dashboards and push out default widgets for specific user roles. This is a very useful feature that enables schools to display the most relevant information for users, by default, every time they log into Progresso. For example, teachers can view Progresso v15.2 Release Notes Page 8 of 65 w progresso.advancedfirstline.com t 0330 060 2199 widgets for ‘My Registration Groups’ and ‘Teaching Groups’ by default. This enables teachers to quickly take attendance or add behaviour entry or access the markbook. Where Administrators have created one or more custom Dashboard tabs with widgets, for specific user roles, their users view these by default when they log into Progresso. Only Administrators can edit, reorder or delete the tabs. To set up a Dashboard for a user role, log into Progresso as an Administrator. From the navigation menu, click System. From ‘Setup Users’, select ‘Manage Dashboard’. The ‘Manage Dashboard’ page appears. Existing custom Dashboards are displayed on the page, categorised by user roles. A group of icons at the top right present options such as add a tab, edit a tab, re-order tabs for a user role (see below) or delete a tab. Hovering your cursor over the icons displays a tool tip for the function. Add a tab To create a custom Dashboard for a particular user role: 1. Click the icon for Add Tab. The ‘Add Tab’ page appears with the Widget Gallery. 2. Type in a title for the Dashboard tab, in the ‘Tab Title’ text box. 3. Select a user role from the ‘Role Name’ drop-down. This updates the Widget Gallery and displays the Widgets available for the role. 4. Select a module tab to view available Widgets. 5. To add a Widget to the Dashboard tab, drag and drop the widget into the available layout. 6. Repeat the process till you have added up to six Widgets in the Dashboard tab. 7. Click the icon for Save. Progresso v15.2 Release Notes Page 9 of 65 w progresso.advancedfirstline.com t 0330 060 2199 The Dashboard tab is saved and pushed out to the selected user role. They will view the Dashboard tab the next time they log into Progresso. You can repeat this process to add more tabs for a user role. Reorder tabs If you have created more than one Dashboard tabs for a user role, you can rearrange the order in which they are visible to a user when they log in. To reorder Dashboard tabs: 1. Click the icon for Reorder Tabs on the ‘Manage Dashboards’ page. The ‘Reorder Tab’ page appears. 2. Select a user role from the ‘Role Name’ drop-down. Selecting a role, updates the section below with the Dashboard tabs available for the user role. 3. Drag and drop to rearrange the order in which they appear. 4. Click the icon for Save to save changes. Progresso v15.2 Release Notes Page 10 of 65 w progresso.advancedfirstline.com t 0330 060 2199 Delete tabs To delete a Dashboard tab for a particular user role: 1. On the ‘Manage Dashboards’ page, select the tab you want to delete. 2. Click the icon for Delete. A confirmation message is displayed. 3. Click Yes to continue deleting the tab. The Dashboard tab is deleted and will no longer be visible to the user when they log into Progresso. Note: Users can still create their own tabs in the Dashboard. At the top-right corner of the dashboard, there is an option for Tab Settings. Users can add their own tabs, delete them and also re-order their arrangement in the dashboard. In the Dashboard, user tabs are displayed after the custom tabs pushed out by Administrators. Report widgets There are a number of changes to creating report widgets. They are as follows: One widget per report In the previous version of Progresso, you could create multiple widgets from one report and define a default set of parameter values for the widget during widget creation. When the widget appeared in the user dashboard, the report rendered is based on the default parameter values. In 15.2, you can only create one widget per report and you can no longer set default parameter values during widget creation. You can define parameters for the widget only when it appears in the user Dashboard. Any widgets previously created from a single report are still available in the Widget Gallery, but these will appear as duplicates. For example, shown below are duplicate ‘Student Attendance Overview’ report widgets in the Widget Gallery. Progresso v15.2 Release Notes Page 11 of 65 w progresso.advancedfirstline.com t 0330 060 2199 On the ‘Edit Access Rights’ page, when Administrators assign access for reports, reports that have multiple widgets created from them, display an icon next to them as shown below. On clicking the icon, they can view the list of widgets created from that report. Progresso v15.2 Release Notes Page 12 of 65 w progresso.advancedfirstline.com t 0330 060 2199 Widget category When creating a widget from a report, a specific category is selected and the widget appears under this category in the ‘Reports’ module. It also appears under the same category in the Widget Gallery. Except for any report widgets categorised under ‘Data’ and ‘Events’. These will appear under a different category in the Widget Gallery. Category in Reports Category in Widget Gallery Data Groups Events System So any report widgets created under the category ‘Data’ or ‘Events’, will appear under ‘Groups’ and ‘System’ categories, respectively, in the Widget Gallery. Progresso v15.2 Release Notes Page 13 of 65 w progresso.advancedfirstline.com t 0330 060 2199 2.5 Filters There are significant changes to filtering options when using the new UI in15.2. Apart from a new UI for Advanced Filters, there is also a new way of filtering data displayed in list views throughout the new UI. These are referred to as Column Filters and can be used in the new UI on virtually any list view that contains columns, including widgets. More details on the changes are documented below. Advanced filter Advanced filter is available in many pages in the new UI in 15.2. It is denoted by the following icons and features the new UI as well. Select Filter - - Manage Filter Manage filter You can use manage filter to create and store frequently used Advanced Filters. These can be selected for filtering later, by clicking the icon for Select Filter. Click the icon for Manage Filter; a dialog box appears. To create a new filter, click the icon for New. You can assign the filter a name and share it with other roles. Selecting filter attributes, condition and sorting, works exactly as the previous Advanced Filter. Progresso v15.2 Release Notes Page 14 of 65 w progresso.advancedfirstline.com t 0330 060 2199 Click the icon for Save. The filter is saved and added to the ‘Manage Filter’ dialog. If you select the filter, you view options to edit, copy or delete the filter. Select filter To use one of your saved filters on the page, click the icon for Select Filter. This displays a menu that contains a list of your saved filters. Select the filter you want to use and the page is automatically updated with the selected filter. Column filters You can use column filters on virtually any list view in the new UI in Progresso 15.2, including widgets. Column filters enable you to quickly filter or reorder a list. You can also resize columns in list view and enhance the list view. Column filters are not saved and revert back to default views when you leave and return to the page. Quick sort and order You can click a column in the list view to quickly re-order the list by the column. For example, if you are viewing the list of behaviour entries on the ‘Manage Behaviour’ page, you can click the ‘Learner’ column to reorder the list by learner names. This refreshes the list view automatically and the list is now ordered by learners. You can further click the icon for column options and sort the list in ascending or descending order. Progresso v15.2 Release Notes Page 15 of 65 w progresso.advancedfirstline.com t 0330 060 2199 Disable columns You can temporarily disable columns from the list view. You can use this for enhancing the list view and disabling empty columns from list view. Click any icon for column options and select ‘Columns’. A new menu appears with a list of all the columns in the list view. By default, all columns are selected. To disable a column from view, de-select the option for the column in the menu. You can select any number of columns to disable. However, for every list view, the column displayed at the very top of this menu is greyed out and it cannot be de-selected. Progresso v15.2 Release Notes Page 16 of 65 w progresso.advancedfirstline.com t 0330 060 2199 Filter There is also an option for filtering where you can select to view only specific items in the list. Such as a particular learner or particular subjects. Click the icon for column options where you want to add a filter and from the menu select ‘Filter’. In the ‘Filter’ menu, type in values for the filter and click Filter. The list view is refreshed and displays only those items with values as specified in the filter. To remove the filter, go back to the ‘Filter’ menu where you set the filter and click Clear. Progresso v15.2 Release Notes Page 17 of 65 w progresso.advancedfirstline.com t 0330 060 2199 2.6 Attendance There are a number of changes to Attendance pages and these have improved the overall user experience of taking the register as well as lesson by lesson attendance, exam attendance and behaviour attendance. Attendance pages that feature the new UI are: Record Record Record Record Record Roll Call Lesson by Lesson Exam Attendance Behaviour Attendance Dinners Roll call attendance To take the register, from the ‘My Registration Groups’ widget, select the Attendance icon from the ‘Attendance’ column. The ‘Taking Roll Call’ page appears. The Registration Group name and the day and date of the register are clearly displayed at the top of the page. Unauthorised absences Click to expand now highlighted in red Progresso v15.2 Release Notes Page 18 of 65 w progresso.advancedfirstline.com t 0330 060 2199 The current day view is displayed by default. The learners in the group are displayed in a simple list view. The screen features responsive design so the number of learners displayed on the screen automatically adapts to the user’s screen resolution. There are options to switch to a different view of the list of learners as well view a different day or the week. Other noticeable changes are the visual Behaviour indicators in the first column, quick access icons to other areas such as Learner list, Behaviour and Markbook, and the collapsed ‘Code’ fly-out menu. Note: Attendance pages for Lesson by Lesson, Examinations and Detention are similar to the Roll Call Attendance page. The next few sections explore in depth the various UI changes you notice while taking the attendance. Photo view To view the register in photo view, just select the option for ‘Photo’ view. In Photo view, you can only view the attendance for one session per day, AM or PM. Select the option to switch between ‘AM’ or ‘PM’ session of the day. You can also use the calendar to view the register for another day in Photo view. Progresso v15.2 Release Notes Page 19 of 65 w progresso.advancedfirstline.com t 0330 060 2199 Combined view To view the register in a combined view of both ‘AM’ and ‘PM’ sessions as well as lessons of the day, just select the option for ‘Combined’ view. In Combined view, you can view the Attendance for the day and also for the week. You can also use the calendar to quickly view another day or week. Code menu Another common feature in all views is the ‘Code’ fly-out menu. Click on the blue tab labelled ‘Code’ to expand the fly-out menu. Progresso v15.2 Release Notes Page 20 of 65 w progresso.advancedfirstline.com t 0330 060 2199 This menu displays a list of all codes you use when marking the register, categorised into ‘Authorised’ and ‘Unauthorised’ codes. It also includes a key explaining the colours on the register. Quick access icons to other areas All throughout the Attendance screens, there are a set of icons visible at the top right corner. These icons offer quick access options that enable users to navigate to other related areas. There are also options for saving and refreshing the register. Markbook Click to expand Dinners Click to expand Click to Refresh expand Saveto Click expand Learner Click tolist expand Option to add attendance information You can also attach comments or additional information for learners, for example, in relation to showing up late. To enter information for a learner, click the ‘AM’ or ‘PM’ session text box for the learner, where you want to add a comment. This populates an additional icon for Attendance Information; click the icon. A dialog appears where you can add information on lateness in the ‘Minutes Late’ text box. You can also add comments in the ‘Notes’ text box. There is an option to attach documentary proof such as lateness note. Click the ‘Document’ link and upload a file from your computer. Once you have entered all details, click the Save icon. Progresso v15.2 Release Notes Page 21 of 65 w progresso.advancedfirstline.com t 0330 060 2199 The information appears in the register, denoted by an icon as shown below. This icon is visible to all users. Any user can click this icon to view the attached information. Save attendance To save the attendance, click Save. This displays a confirmation message. It confirms how many marks have been taken for the given day and how many of each code. Click Save again. A green success message appears on the ‘Taking Roll Call’ page. Lesson by lesson attendance To access the lesson by lesson attendance page, click the Attendance icon for the teaching group from the ‘My Teaching Groups’ widget. The ‘Taking Lesson by Lesson’ page appears. You can mark the lesson by lesson attendance here and click the Save icon to save the attendance marks. A confirmation message box appears, as seen in Roll Call attendance. Progresso v15.2 Release Notes Page 22 of 65 w progresso.advancedfirstline.com t 0330 060 2199 Other notable changes include day or week list only show the lessons for that group. Combined view for lesson by lesson shows the lessons for that day or week alongside the roll call sessions for that day or week. Exam attendance To access the examinations attendance page, click the Attendance icon for an examination from the ‘My Exam Attendance’ widget. The ‘Exam Attendance’ page appears. You can mark attendance for the examination here. You can also select the option to switch to Photo view. Click the Save icon to save the attendance marks. Progresso v15.2 Release Notes Page 23 of 65 w progresso.advancedfirstline.com t 0330 060 2199 Detention attendance There are UI changes to detention attendance, similar to those seen in the Roll Call Attendance pages. To access detentions attendance page, click the Attendance icon for a detention from the ‘Detention Slip’ widget. The ‘Detention Attendance’ page appears. You can mark attendance for the detention here. You can also select the option to switch to Photo view. Click the Save icon to save the attendance marks. Record dinners To access the new page to record dinner, log into Progresso. From the ‘My Registration Groups’ widget, click the Attendance icon. The roll call register page for the Registration Group is display. To record new options for dinner and over-write the default dinner settings, click the Dinners icon. Progresso v15.2 Release Notes Page 24 of 65 w progresso.advancedfirstline.com t 0330 060 2199 The new ‘Record Dinners’ page appears. A list of students belonging to the registration group is displayed. It is possible to switch between day view and week view. A calendar is also available so you can select a specific day or week to view. Colour code actual meal Clickfor to expand choices indicating submission or changes to default choices. Click to expand Colour code for default meal choices. Progresso v15.2 Release Notes Page 25 of 65 w progresso.advancedfirstline.com t 0330 060 2199 Default dinner choices are denoted with default meal colour code (yellowish beige). While boxes where the dinner choices has been updated, the choices are denoted by the actual meal colour code in purple. To view what the codes mean on this page, click the blue tab labelled ‘Code’. Once a user has overwritten default meal choices, click the Save icon to submit the changes. A confirmation message is displayed, click Save to continue. A confirmation message appears notifying the user that changes have been changed successfully; the message disappears after a few seconds. Notice that the colour codes on the page are also updated. Enable access to user roles Administrators can enable access to Manager Dinners feature and options for teachers or other members of staff. Go to System and select ‘Roles & Access’. From the list of available roles, select the user roles you want to enable the Manage Dinners options for and click Edit Access Rights. The new ‘Edit Access Rights’ page appears. From the ‘Module’ drop-down, type in and select ‘Attendance’. This displays all available options and features under ‘Attendance’. Select or de-select the options to enable or disable access. Select toClick enable access for to expand options related to Dinners for selected user role. The options for ‘Dinners’ appear at the very top. Select the check box for ‘Dinners’ to enable access to all options for Dinners for the selected user role. You can also enable access to individual options such as ‘Record Dinners’ or ‘Manage Dinners’. Progresso v15.2 Release Notes Page 26 of 65 w progresso.advancedfirstline.com t 0330 060 2199 2.8 Behaviour Management There are a number of changes to the main Behaviour Management pages. These have improved the overall user experience of adding a behaviour entry as well as managing behaviour entries. The changes are aimed at making the behaviour entry process more streamlined. Behaviour Management pages that feature the new UI are: Add Behaviour Manage Behaviour Add behaviour The ‘Add Behaviour’ pages now feature a step-by-step wizard for adding a behaviour entry. There are also a number of quick access icons available in the wizard that enable you to quickly move to another area, such as roll call or lesson by lesson attendance, learner list and the manage behaviour page. There are two main steps and two optional steps in the wizard. The step-by-step process for adding a behaviour entry is: 1. Learner selection: You begin by selecting one or more learners in this step. You can search for learners or use the Advanced Filter to find a group and select learners from that group. Learners are displayed in Photo view. Once you have selected learners, click Step 2 to move to the next step. Click to expand Quick click access to attendance and learner list. Clicklearners to expand Selected are marked in blue. Progresso v15.2 Release Notes Page 27 of 65 w progresso.advancedfirstline.com t 0330 060 2199 2. Incident details: You enter the incident details in this step. You can begin by selecting the type of incident, whether positive, negative or neutral (see the section on Neutral behaviour for more information). Then select the date and time of the incident. You can also select a subject if the incident relates to a particular class. If your school uses behaviour categories, select a category. This updates the list of behaviour types displayed below. Select one or more behaviour types. You can also add comments by typing in or copy pasting some text in the text box and clicking the icon for Add. The comments can be marked as confidential. Comments appear as threaded in the ‘Comments’ section. Once you have entered incident details, click Step 3 to move to the next step. Selected learner names appear here. Comments appear threaded, with options to edit and delete the comment. Note: If your school behaviour policy does not require you to record details for action and any other additional information, you can skip steps 3 and 4 and directly click the icon for Save and Publish to save the behaviour entry after step 2. Progresso v15.2 Release Notes Page 28 of 65 w progresso.advancedfirstline.com t 0330 060 2199 3. Actions: You enter the actions to be taken, for the behaviour entry, in this step. A list of available actions is available on the page based on the incident type(s) selected in the previous step. If your school uses detentions, selecting the action as ‘Detention’ displays a section for ‘Detention Details’ at the bottom. You can select option for ‘Scheduled’ detention and select from available scheduled detentions. Or you can select option for ‘One-Off’ detention and quickly create a one-off detention without leaving the page. When the action is completed, you can select the option for ‘Action Completed’. After entering the action(s) to be taken, click Step 4 to move to the next step. 4. Additional Info: You enter any other additional information in this step such as options to assign the behaviour entry to another staff or whether you are adding the behaviour entry on behalf of a staff member. You can also select the location of the incident. Option to attach a document. Progresso v15.2 Release Notes Page 29 of 65 w progresso.advancedfirstline.com t 0330 060 2199 To attach documentary proof of the incident, click the icon for Add. This displays the dialog for ‘Document Storage’. Once you have added all details for the behaviour entry, to save and publish the behaviour entry, click the icon for Save & Publish. Remember, you can directly save and publish the behaviour entry after Step 2. Manage behaviour The ‘Manage Behaviour’ page displays a list of all behaviour entries created by you. There are also options available to only view Behaviour entries assigned to you or you can also use Advanced Filter on this screen to view specific Behaviour entries on the page. Selecting a Behaviour entry (entry is greyed out) displays additional options for editing the entry or deleting the entry. Behaviour entries where comments attached are denoted by an icon in the ‘Comments’ column. Click the icon to view the comment. Progresso v15.2 Release Notes Page 30 of 65 w progresso.advancedfirstline.com t 0330 060 2199 To export behaviour data, click the icons for Export Page and Export All. It is possible to export the Behaviour entries listed on this page or all Behaviour entries. For exporting all Behaviour entries, there is a limit of 2500 records. Additional Click tooptions expand and options for exporting. Progresso v15.2 Release Notes Page 31 of 65 w progresso.advancedfirstline.com t 0330 060 2199 2.9 Cover There are a number of changes to Cover pages. These have improved the overall user experience of recording staff and group absences, as well as assigning cover. The ‘Assign Cover’ page especially features the most significant of all changes. Cover pages that feature the new UI are: Agencies Cover Rota Swap Rooms Record Absences: Staff, Registration Group and Teaching Group. Assign Cover Record absences The next sections briefly look at the changes in the ‘Record Staff Absences’ and ‘Record Teaching Group Absences’ 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 for the current date and next 7 days are displayed. To add an absence, click Add. The new ‘Add Staff Absence and Late’ page appears. Quick access icons Click to expand to other areas. Click to expand Text box to add comments. Select one or more period Click expand slots for theto day or for a full day leave the default start and finish time. Progresso v15.2 Release Notes Page 32 of 65 w progresso.advancedfirstline.com t 0330 060 2199 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. Select one or more period slots Click expand for the day or to leave the start and finish time for a full day Text boxClick to quickly search for to expand teaching groups. 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. Type the year of the teaching group in the text box for a quick search. Progresso v15.2 Release Notes Page 33 of 65 w progresso.advancedfirstline.com t 0330 060 2199 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. Select which events are Click to expand displayed in the grid. Click to expand Quick access icons. Switch to Week view Click to expand with a click or change the date Some important options and functions on the page are: When a teacher and teaching group are both absent, cover events are automatically marked as ‘Group Abs’ i.e. cover not required due to group absence. 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. Progresso v15.2 Release Notes Page 34 of 65 w progresso.advancedfirstline.com t 0330 060 2199 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. Available teachers This fly-out menu displays available teachers and the default selection and order appears as set in the Cover Settings area. If the default is free teachers who teach the same subject and none are available, you can select the option for ‘Free’; this displays all free teachers. You can also select the option for ‘All’ to simply view all teachers. The default values appearing in this list can be changed at any time. Progresso v15.2 Release Notes Page 35 of 65 w progresso.advancedfirstline.com t 0330 060 2199 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. 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. Select the ‘Available Teachers’ menu. The fly-out menu displays 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. Select the ‘Available Rooms’ menu. The fly-out menu displays 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. Progresso v15.2 Release Notes Page 36 of 65 w progresso.advancedfirstline.com t 0330 060 2199 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. Swap rooms The ‘Swap Rooms’ page shown below displays list of all scheduled rooms for the day. By default, the day view is displayed for today’s date. But you can use the option to switch to week view or use the calendar to view another date. To swap two rooms, click and select two rooms in the list. When two rooms with the same period timeslot are correctly selected, the Swap Rooms icon appears. Click Swap Rooms and save the changes. Note: Remember you can only select and swap two rooms with the same period time slots. If you select two rooms with different period time slots, an error message appears. De-select one of the periods and select an event that matches the select period time slot before proceeding to swap rooms. Progresso v15.2 Release Notes Page 37 of 65 w progresso.advancedfirstline.com t 0330 060 2199 Agencies You can add agencies from the new ‘Agencies’ page. From the navigation menu, click Cover and select ‘Agencies’ from the fly-out menu. You can also export agencies data from here, and edit or delete existing agencies. To add an agency, click the icon for Add. The ‘Add Agency’ page appears. You can enter agency details here and add it to the list of agencies. You must assign an agency code and name for the agency. You can also include other details such as agency address and the type of agency. If you want the agency to be included for census, ensure that select the check box for it. To save the agency details, click the icon for Save. Cover rota You can view cover rota from the new ‘Cover Rota’ page. From the navigation menu, click Cover and select ‘Cover Rota’ from the fly-out menu. A list of the cover rota for the day, for each period, is displayed on the page. Day view is displayed by default but you can switch to week view and view cover rota for the whole week. You can use the calendar to view cover rota another day. You can also export cover rota data from here using the icon for Export Page. Progresso v15.2 Release Notes Page 38 of 65 w progresso.advancedfirstline.com t 0330 060 2199 To view cover rota details for a period of the day, select the link visible in the ‘Capacity’ column. The ‘Available Teachers’ dialog appears and displays a list of available teachers for that period. You can also view their department and subject details. You can use the quick access buttons, in the top-right corner, to export and print the list of available teachers or view the list in full screen mode. Progresso v15.2 Release Notes Page 39 of 65 w progresso.advancedfirstline.com t 0330 060 2199 2.10 Assessments There are changes to some Assessments pages, namely pages related to ‘Manage Templates’ and ‘Manage Screens’. There is no change in the overall functionality of these features. The combined three-step Assessment Wizard for setting up templates, screens and calendar is removed. There are now two separate wizards, one each for templates and screens. These changes have improved the overall user experience of setting up assessment templates and screens by streamlining the process with simplified steps for each process. Assessment pages for ‘Manage Template’ and ‘Manage Screens’ feature the new UI: Manage Template: o Template Wizard o Formula Definition Manage Screens: o Screen Wizard o Colour coding o Define Calendar o Link to Teacher Markbook Manage Comments Bank Manage Assessment templates To access Assessment templates, from the navigation menu, click Assessments. From ‘Setup’, select ‘Templates’. The ‘Manage Template’ page appears. Note: In the fly-out menu for Assessments, you can notice that the option for setting up Assessment Markbook is removed from the menu. This is because it is now integrated within Assessments templates. Progresso v15.2 Release Notes Page 40 of 65 w progresso.advancedfirstline.com t 0330 060 2199 A list view of existing Assessment templates is displayed. You can use column filters on this page to enhance or filter the list of templates displayed on the page. You can also export template data listed on the page or all template data. Selecting a template in the list displays additional icons for the template such as copying the template, editing the template, deleting the template or access formula definition page for the template. To create a new template, click the icon for Add. Adding a new template now features a 2-step wizard. In the first step, you define the attributes for the template, such as name, year, purpose and subjects. In the second step, you define the columns selecting their order, column name, column type, list scale and weightage to name a few. Progresso v15.2 Release Notes Page 41 of 65 w progresso.advancedfirstline.com t 0330 060 2199 Click the icon for Save to add a new template. It also saves changes while editing an existing template. At any point, you can click the icon for Formula Definition. This page also features a new UI. The functionality of this feature remains unchanged although now it is possible to select any column from the temple to define the formula for. Manage Assessment screens To access Assessment screens, from the navigation menu, click Assessments. From ‘Setup’, select ‘Screens’. The ‘Manage Screen’ page appears. Progresso v15.2 Release Notes Page 42 of 65 w progresso.advancedfirstline.com t 0330 060 2199 A list view of existing Assessment screens is displayed. You can use column filters on this page to enhance or filter the list of screens displayed on the page. There are now additional columns for Data Entry and Moderation start and end date as well as Publish Date. You can also export screen data listed on the page or all screen data. To create a new Assessment screen, click the icon for Add. Adding a new screen now features a 4-step wizard. In the first step, you select the properties for the screen, such as Academic Year, Name, who is the screen for, for which years, which roles can view it, subject entry templates, target or pastoral templates, how the results are entered and the ability to define the date for which the groups had to be active to enter results for. In the second step, you select the groups you are creating the Assessment screen for. You can select from Teaching Groups, Registration Groups or Academic House Groups. Progresso v15.2 Release Notes Page 43 of 65 w progresso.advancedfirstline.com t 0330 060 2199 In the third step, you select the column properties. You can select their order, whether to include the column or not, corresponding template, template column, display name, width of the column and select from options for read only or mandatory. There is also a column for ‘Colour Code’. For the columns where colour coding exists, a Delete icon appears. You can click this icon to delete the colour coding for the column. To define colour coding, click the icon for Define Colour Code. This page also features a new UI. The functionality of this feature remains unchanged other than the ability to now use a colour grid for selecting colours for conditions. Progresso v15.2 Release Notes Page 44 of 65 w progresso.advancedfirstline.com t 0330 060 2199 Finally in the fourth step, you select options for learner columns. Click the icon for Save to add a new screen. On the ‘Manage Screen’ page, selecting a screen in the list displays additional icons for the screen such as copy the assessment screen, edit the screen, delete the screen, link to teacher markbook, and define the calendar or colour code. Link to Teacher Markbook This enables you to link the selected screen to teacher markbooks. Progresso v15.2 Release Notes Page 45 of 65 w progresso.advancedfirstline.com t 0330 060 2199 Define Calendar There are no changes to the actual functions of the screen calendar. You select the start and end dates for data entry and moderation, as well as the publish date. You can also enable or disable notifications for each option from here. Notifications appear in the Notification Widget in user dashboards. Progresso v15.2 Release Notes Page 46 of 65 w progresso.advancedfirstline.com t 0330 060 2199 Widgets New Assessment widgets are available within this release. The screenshot above shows an example of the new Assessment widgets. The two widgets shown are staff widgets. Clicking the Assessment icon in the ‘Enter Grades’ column displays the markbook for the group. There are four Assessment widgets in all: Staff o o o Widgets: Assessment Recording by Teaching Group Assessment Recording by Registration Group Assessment Recording by Entry Screen Contact / Learner Widget: o School Assessments Progresso v15.2 Release Notes Page 47 of 65 w progresso.advancedfirstline.com t 0330 060 2199 2.11 Exam seating There is a new UI for external exams seating. The ‘Manage Events’ page for external exams also contains the new UI. The options for selecting an academic year and season, or board, series, and year work exactly as they did in the old UI. Although options for ‘Generate Events’ and ‘Release Timetable’ are now removed. External exam events are now generated automatically. You can use column filtering on this page and enhance the list view. You can also export exam data using the options for exporting. On the ‘Manage Events’ page, when you select an exam from the list (greyed out), additional icons appear for add room, add invigilator and access exam seating. You can view the exam seating page only when you assign a room for an exam. Add room To assign a room for exam seating, select the exam and click the icon for Add Room. Progresso v15.2 Release Notes Page 48 of 65 w progresso.advancedfirstline.com t 0330 060 2199 A dialog appears for assigning room displaying a list of rooms; you can view available seating in each room under the ‘Available’ column. You can assign all candidates in the same room or in more than one rooms. There is a candidate counter at the top where you can view how many candidates are assigned seating and how many still require seating. To assign seating, type in the number of candidates you want to seat in a room in the corresponding text box in the ‘Required’ column. The candidate counter updates automatically when you assign room to candidates. When all candidates are seated, click the icon for Save. Add invigilator To assign an invigilator for the exam, select the exam and click the icon for Add Invigilator. A dialog appears for adding an invigilator. It displays how many invigilators are required for the exam. Click the icon for Add. This displays a list of teachers. Select the required number of invigilators and click the icon for Save. The dialog is updated and invigilators are assigned. Click the icon for Close to exit the dialog box. Seating To assign candidate seating, select the exam where you have added room(s) and click the icon for Seating. The ‘Seating’ page appears with the new UI for exam seating. The seating plan of the room is displayed in the centre. Candidate list appears on the left. Icons at the top-right enables you to automatically assign or un-assign all candidates to all available seats in the room, view room configuration, view colour legend for the layout, print the candidate list or the seating plan, and finally save the exam seating changes. Progresso v15.2 Release Notes Page 49 of 65 w progresso.advancedfirstline.com t 0330 060 2199 Coloured seating counter at the top shows how many candidates have been seated in green, and how many are yet to be seated in red. When seating for the exam is spread over more than one room, you can switch to different room for the exam, by selecting from the ‘Room’ drop-down. A seated candidate can be unseated. Click the icon for Remove for the seated candidate. Seating layout of the Click to expand room. Clickaccess to expand Quick icons. Click to expand Select another room for assigning seating. Progresso v15.2 Release Notes Page 50 of 65 w progresso.advancedfirstline.com t 0330 060 2199 2.12 Removed functionalities With the new UI in Progresso 15.2, a small number of functionalities are removed. A complete list of functionalities removed for 15.2 is documented below: AREA DESCRIPTION Assessments The way that the subjects are linked to the templates has changed. The subjects are now all associated with a course therefore for schools that have created templates in a previous software version using ‘Other’ as a subject. ‘Other’ will now need to be added to the coursesubject mapping. Assessments Subject markbook templates are now moved to assessment templates therefore they will be seen in the templates list. This does not affect the functionality though. Assessments The column descriptors functionality has been removed from the software as a short term measure. A user will not be able to add, edit or delete the descriptions. Any column descriptors that have been previously entered are still associated with the columns but will not be visible on the screen. Assessments The ‘My Registration Groups’ and ‘My Teaching Groups’ widget have the options to enter attendance, behaviour and markbook information. The Assessment screen link is now removed from this widget and will be available in the new Assessment for Groups widgets. Assessments Staff widgets for ‘Assessment Moderation’ and ‘School Assessment’ are removed; they are replaced by three new, improved widgets. Attendance With 15.2, ways to view additional learner base data in Attendance pages has changed. The data is presented in the learner list view which can be accessed from the Attendance pages via the Learner List icon in the top-right corner. This enables the user full access to all the data in the learner record in a configuration of their choice. However, initial feedback from users is that they would prefer some data in the Attendance grid. This is scheduled to be delivered in a subsequent Service Pack. Attendance When recording lesson by lesson attendance in the Combined view, the user will now see the AM and PM attendance marks for that day as well as any other marks for the teaching group for that subject. On selecting the Week view, the user will see the previous lesson marks for the teaching group for that subject ensuring that they can see the attendance pattern for their subject clearly. Behaviour Management The ‘Cluster Behaviour’ widget is now removed. Progresso v15.2 Release Notes Page 51 of 65 w progresso.advancedfirstline.com t 0330 060 2199 Cover On the ‘Assign Cover’ page, there is no longer an option for Progresso to automatically assign any free teachers or rooms. Cover On ‘Assign Cover’ page, when assigning staff from ‘Available Teacher’ fly-out, there is no way to view their timetable for that day or week. Cover On the ‘Assign Cover’ page, when looking at a cover event, the hover over has been removed so there is no way to see multiple teachers or rooms. The period label and subject of the event are also not visible on the main event. Examinations In Exam Seating, the ‘Restricted Seating’ functionality is unavailable in the new ‘Seating’ page. It is not available for schools that have selected the configuration ‘Can normal candidates use restricted seats’. This will be corrected in a future Release or Service Pack. Examinations The functions ‘Generate Events’ and ‘Release Timetable’ are now removed. External exam events are now generated automatically. Home page Full Text Search can now be performed only for Candidates, Contacts, Learners and Staff. Based on user feedback, we have planned for some functionalities to be restored in subsequent Service Packs or Releases. If you would like to see any of these functionalities back into Progresso, please email your feedback to [email protected]. Progresso v15.2 Release Notes Page 52 of 65 w progresso.advancedfirstline.com t 0330 060 2199 3 Non-UI changes There are a number of improvements as well as additions to Progresso, which are unrelated to the UI changes. These are documented below. 3.1 Progress 8 From the Academic Year 2016-17, schools will be judged using the following measures: PROGRESS 8: The average amount of progress made by pupils compared with others with similar prior attainment. ATTAINMENT 8: The average grade achieved in a basket of 8 goods. E & M: The percentage of pupils achieving a C or above in English and Maths. EBACC: Percentage of pupils achieving a C or above in the five English Baccalaureate subject areas. DESTINATION: A possible unconfirmed measure of progression. Both Progress 8 and Attainment 8 work by selecting the learner’s best subjects within the qualifying elements/baskets. Learners’ Progress 8 is calculated by taking their actual Attainment 8 score, minus their estimated Attainment 8 score. The learner’s estimated score is based on all learners nationally with the same prior attainment level (based on KS2 English and maths fine graded levels). An example based on a learner achieving a C grade on all contributing subjects in shown below: KS2 Prior Attainment (4.5) Estimated A8 Score Actual A8 Score Difference P8 = Divide by 10 (44) (50) (6) (0.6) A schools Progress 8 is calculated by averaging learners’ individual Progress 8 scores. The average is then reported as a plus or minus fraction of a GCSE. Progresso 15.2 includes a new broadsheet report to enable schools to calculate Progress 8. The body of the report shows individual learner data, current assessment data, point scores collated for each element and Progress/Attainment 8 totals. Progresso v15.2 Release Notes Page 53 of 65 w progresso.advancedfirstline.com t 0330 060 2199 Progresso users study levels to determine whether a result should be single, double or triple weighted; these study levels are assigned to learners in teaching groups. For more information on how to run this report in Progresso, please refer to the report document. 3.2 Attendance There are a few changes to Attendance functions: 1. Attendance is now recorded directly against a learner rather than via a group. So if a roll call absence is pre-entered and the learner moves groups, the absence mark recorded appears in the new group slot too. This impacts the reporting model but can be overcome with suitable workarounds. 2. The ‘# (planned whole or partial school closure)’ attendance code can be added to individual learners for roll call. For example, Year 7 learners can be marked as ‘School not open’ or ‘Attendance not required’ at the start of an academic year. But from Years 8 to 11, attendance is required. 3.3 Behaviour Management There are a few improvements and additions to Behaviour Management module. Neutral behaviour You can now add behaviour types to record neutral behaviour in class. To enable this new behaviour, you must add at least one behaviour type for it. To add a behaviour type: 1. From the navigation menu, click Behaviour and select ‘Types’. The ‘Types’ page appears. 2. Click Add. The ‘Add Behaviour Type’ page appears. 3. For the ‘Behaviour’ field, select the option for ‘Neutral’. The ‘Points’ field is updated as per the Behaviour rules set up for neutral behaviour types. 4. Assign a code and a description for the behaviour type in the ‘Code’ and ‘Description’ text boxes. 5. Select a category from the ‘Category’ drop-down, if applicable. 6. Select the level of severity from the ‘Severity’ drop-down. Progresso v15.2 Release Notes Page 54 of 65 w progresso.advancedfirstline.com t 0330 060 2199 7. Click Save. The Behaviour Types for neutral behaviour are available for selection the next time you add a behaviour entry. Delete detentions It is now possible to delete detentions from the ‘Create Detentions’ page. Just select a scheduled detention event from the grid and click Delete Detention Event. A confirmation dialog appears, click Yes to continue deleting. A success message appears and the grid is refreshed. The deleted event no longer appears in the grid. Note: You can only delete current or future detentions if the detention attendance has not yet been marked for the learners. If a detention is deleted after attendance has been marked, an error message appears saying that ‘The Detention Event is Past or Future with attendance recorded and cannot be deleted’. Notification settings Progresso v15.2 Release Notes Page 55 of 65 w progresso.advancedfirstline.com t 0330 060 2199 Notification settings for behaviour management are now simplified. Previously, it was only possible to select one mode of notification and then select the notification criteria for different user roles. The ‘Notification Mode’ field is now removed. You can now select notification criteria and publish settings for each type of notification: email, SMS and notification widget. You can selecting these settings for each type of user role. Time constraints removed for detention attendance Previously there were time constraints in place which stopped schools from marking attendance early for detentions and schools had to wait until the start time of the detention to mark a learner attendance. These time constraints are now removed in Progresso 15.2. So schools can now record generic attendance for scheduled detentions before the start time of the detention. Note: There are no changes to the time constraints in place for Roll Call and Lesson by Lesson attendance. 3.4 Cover Configure cover In Assign Cover, the fly-out for ‘Available Teachers’ can be sorted and filtered for any column. However, the default settings for this menu can be set up by Administrators. Administrators can determine the default order of the available staff list when assigning cover. From the navigation menu, click Cover and select ‘Configure Cover’. On the ‘Configure Cover’ page, there are two sections for ‘Default List for Assign Teacher’ and ‘Priority Rules’. Progresso v15.2 Release Notes Page 56 of 65 w progresso.advancedfirstline.com t 0330 060 2199 Here, you can select option for the default list view in the ‘Available Teachers’ fly-out menu. You can select new sort options for code, forename, surname and position. Exclude cover It is now possible to exclude entire year groups from Cover. When excluding a year, all teaching groups linked to that year can be excluded from Cover. Cover events for years excluded from cover always appear in purple with a ‘CNR’ code on the event 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 are excluded from cover. Supply accounts Supply covers no longer have to be linked to a supply account. So now you can create staff records for supply staff and use them to assign cover without having to link them to a supply login account. Or you can create a staff record for supply and link them to a supply login account. It is possible to create supply accounts in bulk. Progresso v15.2 Release Notes Page 57 of 65 w progresso.advancedfirstline.com t 0330 060 2199 When you try and log in with a supply account, it checks if cover is assigned for today, yesterday or in the future. If cover is assigned, you can log into Progresso. But if no cover is assigned, you are disallowed from logging into Progresso. Schools are now able to manage supply accounts and link them to supply staff records as and when they wish to do so. Other changes to supply accounts include: Existing supply accounts are deleted; the account history button is also removed. Supply accounts are no longer be automatically reset overnight. When you publish cover, emails with usernames and passwords are no longer sent to cover supervisors. If a staff record is changed from teaching to supply, then the staff account is deleted and a new supply account needs to be created and linked and vice versa. In Room Unavailability, you can bulk select rooms and add absence details. 3.5 Exams If a school performs academic progression before the exam period has been completed (before August results day), it is now possible to perform a number of exams functions for the previous academic year. A school may now perform the following functions for the previous academic year: • • • • • Assign Forecast Grades Assign Coursework Grades Manage Exam Events (View only) Generate Forecast File Generate Coursework Grade File All examination reports also work for previous academic years. 3.6 People There are changes to the way you access Progresso Learner Transfer. When a school receives a learner transfer, there is no longer a direct link to click, instead you are directed to the Learner Import data screen. Here, they can select each transfer, on a school by school basis, and accept or reject the contained learners. From there the existing wizard is launched. Progresso v15.2 Release Notes Page 58 of 65 w progresso.advancedfirstline.com t 0330 060 2199 3.7 Timetable There are changes in Timetable related to registration groups and vertical teaching groups. There are now two accepted combinations for groups in Scheduler: 1. Course and year present 2. No course and no year present For both teaching and registration groups with the above combinations it is possible to: Extract and integrate between Scheduler for timetabling Appear in Timetable views and printouts. Teaching groups with no course and no year now overwrite roll call if the correct settings are in place. There are also changes to Scheduler and Timetable widgets. Scheduler There are a number of improvements in the latest version, Scheduler 15.1. Some are minor changes however there are also a few major changes. They are documented below. 3.7.1.1 Advanced automatic settings In Advanced automatic settings, there are minor changes to the default values. In the ‘Placing an event’ section, practical default values now appear instead of the previous values of no time limit and very low recursion levels. The default value in the drop-down is also changed to ‘Skip an event if it cannot be placed’. 3.7.1.2 Automatic scheduler There are minor improvements to list view in the Automatic Scheduler. The default view enables all columns to appear more visible and are arranged in an order more suited for school use. Labels are also changed so it easy to view the column contents. Progresso v15.2 Release Notes Page 59 of 65 w progresso.advancedfirstline.com t 0330 060 2199 The ‘Priority’ column defaults to a numeric sort. The columns ‘Block’ and ‘Lim Link’ now show name instead of ID number. The ‘Teaching Group’ column appears at the front. 3.7.1.3 Change history In Change History, the default values are updated. By default, you can now track a 1000 changes for both codes and names. You can also view events by course and year, and view the teacher code and name. 3.7.1.4 Configuration settings There are a number of changes to configuration settings in scheduler. Clashing In the ‘Clashing’ tab, the option for ‘Enforce clash checking while timetabling’ is deselected by default. This option only affects manual scheduling and does not affect the automatic scheduler at all. Scheduler can still check for a clash and warn you of clashes Progresso v15.2 Release Notes Page 60 of 65 w progresso.advancedfirstline.com t 0330 060 2199 and constraints when manually scheduling - this setting being deselected simply enables you to override clashes and constraints when you wish to deliberately do so. Event details In the ‘Event details’ tab, default values are now visible as shown below. Progresso v15.2 Release Notes Page 61 of 65 w progresso.advancedfirstline.com t 0330 060 2199 Room assignment In the ‘Room assignment’ tab, in the ‘Scheduling’ section, the option for ‘Check room sizes while scheduling’ is deselected by default. If your school enables this option, you must select this option manually, to remove the default selection. 3.7.1.5 Options There are changes to Automatic scheduler settings and values for days and times, under ‘Options’. Automatic scheduler settings In Automatic scheduler settings, under the ‘Rooms’ tab, by default all the fields are deselected as required during the most common uses for automatic room assignment. Settings should always be checked and amended when automatically assigning rooms. Progresso v15.2 Release Notes Page 62 of 65 w progresso.advancedfirstline.com t 0330 060 2199 Days and times Days and times are no longer set as blank; default values are now available. The default values are based on a 2-week timetable, with 14 days shown and the times set from 08:15 to 16:10. These still need to be updated as each school can have different day structures and day timings but by default you now see at least something. 3.7.1.6 Planning matrices There are major changes to Planning Matrices in Scheduler. The defaults are now changed. Matrices are now numbered and labelled with a description of what each one does. There is no change to the function of the ‘Curriculum by year’ button, clicking that still takes you to the course/year curriculum matrices it does now but the matrix has had some minor cosmetic updates so it should look nicer For example, the font of all sections has been changed to Arial, multiple teachers appear on the cards and there is now background colouring to help differentiate between structures - blocks are blue and limited links are orange. Note: Old matrices are still available for users to import. You can import these from the Scheduler installation folder. 3.7.1.7 Printouts With Printouts, it is now possible to enable a setting for ‘Stretch to Fill Page(s)’, in the ‘Size’ tab. This setting works in conjunction with the setting for ‘Maintain proportions when scaling’. For example, if you have a 1-week timetable and it takes up a corner of the page: Selecting the option for ‘Stretch to Fill Page(s)’ expands and scales the timetable so it fills the page. Selecting the option for ‘Maintain proportions when scaling’ stretches the timetable as far as it can whilst retaining proportion. Progresso v15.2 Release Notes Page 63 of 65 w progresso.advancedfirstline.com t 0330 060 2199 The settings can be enabled for individual as well as master printouts. Combining these settings with the new styles can help schools to achieve readable printouts much more easily. 3.7.1.8 Restrictions By default, columns are ordered by visible or hidden status, which is well suited for school use. 3.7.1.9 Timetable and cell styles New timetable and cell styles settings are available. The styles are all Arial font and more readable than existing ones. To select a new Timetable style, right-click anywhere and go to Configuration | Select timetable style. There are also one week and two week versions for staff and students, so that schools can view a two-week timetable at a time. For master staff and class, there are separate smaller and larger versions for printout and scheduling; so that they can see better in combined view and also take printouts easily. Please see the screenshots below. Non-contact activities are included on the staff printouts by default. Some modification is likely to be required to suit individual school needs but the basic styles to copy from should now provide a much better starting place for configuration. Progresso v15.2 Release Notes Page 64 of 65 w progresso.advancedfirstline.com t 0330 060 2199 Widgets Timetable widgets are no longer graphical; they display list view. It is possible to view by day or by week. In the widget, it is possible to sort and filter by columns. Timetable widgets affected are: Staff Timetable for own or other staff Learner Timetable Learner Timetable for Contact Learner Timetable for School Staff Other changes Other changes to Timetable include changes to the fly-out menu: Timetable settings are now found under Timetable | Setup Timetable | Manual Event Override Settings. Progresso v15.2 Release Notes Page 65 of 65 w progresso.advancedfirstline.com t 0330 060 2199
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