jim haywood (product manager for statutory returns) top up funding - spring release 2014

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Jim Haywood (Product Manager for Statutory Returns) Top Up Funding - Spring Release 2014

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Page 1: Jim Haywood (Product Manager for Statutory Returns) Top Up Funding - Spring Release 2014

Jim Haywood (Product Manager for Statutory Returns)

Top Up Funding - Spring Release 2014

Page 2: Jim Haywood (Product Manager for Statutory Returns) Top Up Funding - Spring Release 2014
Page 3: Jim Haywood (Product Manager for Statutory Returns) Top Up Funding - Spring Release 2014

The first time we use the functionality after upgrade to the Spring Release we will be asked if we want to copy forward the students previously identified for the Spring Census. In most cases it will be helpful to click Yes, as most, if not all, will

still be receiving the funding.

Page 4: Jim Haywood (Product Manager for Statutory Returns) Top Up Funding - Spring Release 2014

As for the Spring Census, we have two tables, with the top table available

for selected additional students and the bottom table showing who has already been selected and allowing

those students to be removed

Page 5: Jim Haywood (Product Manager for Statutory Returns) Top Up Funding - Spring Release 2014

Various filters are available and can be used together to home in on the students we want to select. In this case the filter on SEN Statement

will suffice.

Page 6: Jim Haywood (Product Manager for Statutory Returns) Top Up Funding - Spring Release 2014

Once we’ve set our filters we click Search to obtain the list of

students who fit those filters

Page 7: Jim Haywood (Product Manager for Statutory Returns) Top Up Funding - Spring Release 2014

This result illustrates the important point that the list of students in the top table always excludes students in the bottom table, i.e. Jilna and Naseem

have an SEN Statement but they don’t appear in the top table as they have already been selected for Top-up

Funding

Students can be selected one at time by clicking on a row in the top table

and then clicking the Add button, but it is also possible to use the normal Shift-Click and Ctrl-Click to add in

batches. In this case will make user of Ctrl-Click to select Andrew and Kai.

Page 8: Jim Haywood (Product Manager for Statutory Returns) Top Up Funding - Spring Release 2014

Click on the first student required.

Page 9: Jim Haywood (Product Manager for Statutory Returns) Top Up Funding - Spring Release 2014

Ctrl-Click to highlight further students for

inclusion

Page 10: Jim Haywood (Product Manager for Statutory Returns) Top Up Funding - Spring Release 2014

We Click Add to move those students to the list of those attracting Top-up Funding

Page 11: Jim Haywood (Product Manager for Statutory Returns) Top Up Funding - Spring Release 2014

We can also select students in the bottom table and click Remove to

move them back to the top table. In this case we’ll remove Naseem from

the list of those attracting Top-up Funding

Page 12: Jim Haywood (Product Manager for Statutory Returns) Top Up Funding - Spring Release 2014
Page 13: Jim Haywood (Product Manager for Statutory Returns) Top Up Funding - Spring Release 2014
Page 14: Jim Haywood (Product Manager for Statutory Returns) Top Up Funding - Spring Release 2014

Once we are happy with the list of students attracting Top-up Funding, we click Update to save the revised

information ready for use in the School Census Summer 2014

application.

Page 15: Jim Haywood (Product Manager for Statutory Returns) Top Up Funding - Spring Release 2014
Page 16: Jim Haywood (Product Manager for Statutory Returns) Top Up Funding - Spring Release 2014

Thank you for your time