Please note: When organising guardian consultations, guardians will only be notified through the parent portal. If you wish to notify guardians through email, you can create a new mail merge email to remind guardians to log in to the parent portal.
To access the Guardian Consultation module on Arbor you must go to: Students > Parents and Guardians > Guardians Consultation.
The Guardian Consultations Dashboard allows you to view the list of upcoming Parent's Evening sessions, previous Parent's Evening sessions and allocate new Parent's Evening Sessions.
Setting up a Parent's Evening
To set up a Parent's Evening, click on the '+Add' button
From this slide over you can start setting up the basic details for a Parent's Evening.
Consultation Name: By default 'Parents Evening' is available but this can easily be edited by clicking on the default wording and typing your own Consultation Name.
Consultation Starts: Click on the calendar to select the Date and Time you would like the meetings to start.
Consultations Ends: Click on the calendar to select the Date and Time you would like the meetings to end.
Self Scheduling Opens (Applicable if School uses Parent Portal): Click on the calendar to select the Date and Time you would like guardians to start booking their meeting slots.
Ex: Should the Parent's Evening start on the 1st of March Self Scheduling can be open from the 5th of February, enabling the guardians to book their slot.
Self Scheduling Closes (Applicable if School uses Parent Portal): Click on the calendar to select the Date and Time you would like guardians to stop booking their meeting slots.
Eg: Should the Parent's Evening start on the 1st of March Self Scheduling can be closed by the 20th of February. This means after the 20th February the guardian is no longer able to use Parent Portal to book their slot.
Once you click 'Saves Changes' you will go to an 'Overview' page where you can view and amend (by simply clicking on 'Title') any of the information that was input into the slide over initially.
The second section of this page shows you a 'Scheduling Status' overview.
This outlines :
- The number of meetings that have been planned
- If all time slots have been set up and linked to relevant Staff members
- How many guardian meetings have been booked.
Setting up meetings
To set up a meeting, click '+Add'.
You will then be asked to choose one of the following :
Plan meetings with registration form tutors: This allows you to plan meetings for each student member of a registration form, setting their form tutor(s) as participants, and sends invites to the primary guardians.
Plan meetings with non-registration form tutors: This allows you to plan meetings between each student member of a registration form and any staff member and sends invites to the primary guardians.
Plan meetings with course leads: This allows you to consider each student in a registration form and plans a meeting for each course they are enrolled in with the respective teacher of the course, as well as sending invites to the primary guardians.
Plan custom meetings: This allows you to plan arbitrary meetings between any students and staff members, sending invites to the primary guardians.
The most common is ‘ Plan meetings with registration form tutors ‘ so this will be used as an example.
In the slide-over will come up and automatically all Registration Forms will be selected. Depending on the nature of the Parent’s Evening you can either leave all of these selected or de-select the Registration Forms that will not have a Parent’s Evening.
Suggested Duration indicates how long the school would like each meeting to last, by clicking the clock icon, you can select the length of each meeting.
Location can be selected from the drop-down box but this does not need to be recorded.
The ‘Separate Meetings’ is automatically selected but can be de-selected. Unticking this means that guardians can book a meeting at a different time from another guardian; be it due to time discrepancies, family issues, court orders etc.
Click on ‘Setup registration form meetings’ button to proceed.
Once this is done you will see that the ‘Meetings Planned’ section is now completed as it is marked in green.
Organising Staff Availability
From the left-hand side, menu select Staff Availability.
Click the +Add button from the top of the page. In the slide over, select between ‘Register staff Availability’ meaning this will have to be done individually for each staff member. The other option available is to ‘Bulk set staff Availability’ which allows you to set the same staff for staff members they select.
The most common is ‘ Bulk set staff Availability’ so this will be used as an example.
A slide-over will come up and automatically all staff members will be selected, you can either leave all of these selected or de-select the staff members that will be available at a different time. Select Dates and set up the start time and end time for each day accordingly.
Once this is done, if you return to the Overview, you will see that the ‘Availability periods set up for all staff’ section is now completed and it will be marked in green.
Meetings can now be viewed by either ‘Staff Members’ or by ‘Registration Form’
All Staff Names and Registration Form Names are clickable. If you click, you will be taken to a new page where you can see how many meetings have actually been booked.
Clicking on a meeting will again bring up a slide-over where the slot can be booked. Leave both guardians selected should they like to attend the meeting together.
You may also book a custom meeting by clicking the ‘Book custom time-slot’ button to set up a meeting at a different time and date from what is currently available for the Parent’s Evening.
Once this is done you will see that the ‘Meeting Booked’ numbers on the overview page has now changed since a meeting was booked.