Migrating Business Roles from SIMS

What you need to know about business roles in Arbor

Arbor uses Business Roles to manage what staff have access to. Each Business Role contains pre-defined permissions to enable them to do what they need to do, while limiting access to what they need. You can learn more about Business Roles and Permissions here: What are Business Roles and Permissions?

Migrating Business Roles

SIMS and Arbor manage access differently, so we can't directly map business roles from SIMS. Instead, our migrator uses the below rules to information we use to decide the business roles staff will have. You can use these to update SIMS before migration to make sure staff come across with the correct business roles. 

  1. If there is a current contract, we will take the Business Role from the Post Position.
  2. If there is no contract, we can use data from the Employment Details and Professional Details areas of SIMS, but will only be able to distinguish between teachers, teaching assistants and non-teaching staff.
  3. If the latest staff contract has an end date, the Business Role will show as having ended.
  4. If the Staff Contract and Employment Details have no end date, the staff member will have a current Business Role.

This diagram shows how Business Roles are assigned based on the data available in SIMS: 

Staff_roles_flowchart.png

Making sure business roles migrate correctly

  • We would recommend that all current staff have a contract with a position role in SIMS.
  • As soon as your first dummy site is available, download the Permissions for Business Role spreadsheet (this can be found by going to School > Users & Security and clicking the orange download button).
  • Check that staff can access the relevant areas of the system in the dummy site and if not, add the relevant business role or an ad-hoc permission to allow access.
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