Enhanced Messenger - Documents

Currently available for SIMS schools, the Documents wizards allow your school to send MIS reports home. If you are already using Enhanced Messenger, this guide will provide step by step instructions on how to send reports to parents.

If you aren’t already subscribed to Enhanced Messenger, and want to find out how this can help your school, click here to get in touch.

Table of Contents

Getting Started

From your Tiles (Homepage) you will see the Documents tile. If you are unable to see this, contact your school administrator as they will be able to check your permissions in Messenger.

 

Documents tile


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1) Click on Reports or Individual Reports from the Documents This will open the relevant wizard.

a. Reports: search for recipients by Class or Group. Multi-select is possible.

b. Individual Reports: search for recipients by Student Names. Multi-select is possible.

2) From the first step, begin typing the name of the group or student you wish to locate. Tick the required recipients and click Next Step from the bottom right.

From your Tiles (Homepage) you will see the Documents tile. If you are unable to see this, contact your school administrator as they will be able to check your permissions in Messenger.

 

Documents tile


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1) Click on Reports or Individual Reports from the Documents This will open the relevant wizard.

a. Reports: search for recipients by Class or Group. Multi-select is possible.

b. Individual Reports: search for recipients by Student Names. Multi-select is possible.

2) From the first step, begin typing the name of the group or student you wish to locate. Tick the required recipients and click Next Step from the bottom right.

3) Choose the message recipients from the following list: Primary Parents, All Parents and Students.

a. As it is likely that you will want all parents to receive school reports (rather than just primary parents), toggle All Parents then click Next Step.

Em Timetable - select recipients

4) From the Send Via page:

a. You can send an SMS notification to parents, informing them that they have received a report via email.

b. Leave the option set to: For each student parent combination to ensure that reports for all siblings are sent home.

b. Click Next Step.

5) From the Student Reports page, you will need to choose a report type (selected from the Linked Documents area in SIMS). Only reports marked as public in SIMS will be selected and sent.

a. AM Individual Reports: the latest report created in Assessment Manager (SIMS), stored against each student.

b. Profiles Documents: the latest report created in Profiles, stored against each student.

6) After selecting a report type, you also have the option to select a Date Range. Toggle to activate, and then enter the date range in the fields provided. When you are ready, click Next Step.

a. If you don’t specify date range, the most recent document (of the type chosen) will be selected and sent.

 

Date picker

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7) Tick a message that parents will be emailed along with the attached report (as a PDF), then click Next Step.

a. Message templates can be customised from the Message Library

8) On the final step of the wizard you will notice the Sending Statistics at the top of the page. You will be notified if any contacts are missing a valid email address and will therefore not be sent a report.

Sending stats - will not receive a message

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9) From the same page, you will need to review all options for sending the message.

a. If you would like to update or change anything, you can do so by clicking Back (bottom left) and updating the relevant section.

b. To enable additional options such as message translation or message scheduling, click Options.

 

Student report options

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10) If you are ready to send the message, simply click Send from the bottom right of the page to send it to the queue.

11) Once you have sent a message you will see a confirmation that they have been submitted to the message history queue.

Student reports queued

View Sent Reports

After you have sent timetables home, you can open your Messenger History. As timetable data is first collected from SIMS, the status for the messages you have just sent will show as Awaiting Data. This may take some time, depending on the amount of timetable data and the number you have requested. You may wish to visit this area later in order to confirm the messages have been sent.

 

Messenger History

1) From Message History, queued reports will be displayed under the Message column as Student Report.

a. The Status column will initially display as Awaiting Data. Once the report information is collected from SIMS, it will be emailed to parents and the status will update to Processed.

Message history

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2) Click on the message to view details in full, including the delivery status of individual recipients. For more information on how to navigate Message History, click here.

 


Top Tip: If you find a student is missing from the list of sent messages, it means they did not have a report of the type selected within the date range, either specified or implied as most recent. You should look in SIMS to investigate this.

 



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