Delivered in two parts online, this service is suitable for all new Primary schools or Special/Alternative schools that function like a Primary.
As this is an Arbor Academy session, you will be joining alongside other Schools.
Primary Post Launch School Operations Part 1
Session Title | Description/Content | Approx. Duration (in Mins) | Who is the session for? |
Adding further information on Student Profiles & basic reports |
Adding Educational Needs, user defined fields, including SEN Information, EHCP Plans, attachments and review, deep dive into the student profile reporting including attendance, behaviour and assessment. |
60 |
School Administrators SENCO |
School Reporting on Arbor |
Locating all of key school reporting stats on Arbor, including key school statistics, demographic reports, funding & SEN provisions |
60 |
School Administrators |
Comfort Break | 15 | ||
Staff Contracts & Pay Scales |
Adding Employment and Financial information i.e. Contracts, Checks, Pay Scales and Positions |
60 | School Administrators HR Officers |
Extra time for Questions |
15 |
Primary Post Launch School Operations Part 2
Session Title | Description/Content | Approx. Duration (in Mins) | Who is the session for? |
Custom groups & user defined fields |
Creating and adding students to custom groups, multi functional use across the reporting suite, examples of filtering, follow up actions, including communications. Creation and use of user defined fields |
30 |
School Administrators
|
Introduction to Custom Report Writer |
Aim to guide the users through how to use Arbor's Custom Report Writer to create basic yet bespoke reports. This session includes: Choosing a Data Set, Creating a Custom Report, Adding Filters, Adding Groups, Importing, Exporting and Scheduling Reports. |
60 |
School Administrators SLT Data Managers |
Comfort Break | 15 | ||
Extended Communications |
A deeper dive into communications to further develop usage of the module. This session includes an in depth look at mail merge letters, letter layouts and building and sending templates from a custom report. |
30 | School Administrators |
Single Central Register |
Overview of Arbor's inbuilt single central register, custom report writer template and how to add/ amend the template. The session will also cover how user defined fields can be added to the staff profile for bespoke information to be stored. |
30 |
School Administrators HR Officers |
New Students & Enrolments (Primary) |
Refresher on Adding a new student manually and a detailed look at adding via CTF including looking at importing partial CTFs as appropriate. Enrolling students to the school, year groups and registration forms, transferring students between forms, unenrolling students, re-enrolling student. |
30 | School Administrators |
Extra time for Questions |
15 |
Please note: The timings above are approximate. Actual timings will depend on number of attendees and level of Chat and Q&A interaction from attendees during the session.
How to book if you have already purchased this service?
Once your Onboarding Journey with Arbor has begun, you will receive an email from the Primary Onboarding Team with a link to this article.Please use the relevant links below to book both parts of your post launch training in the table at the end of this section.
Only 1 person per school needs to sign up for each part of the training (Post Launch Part 1 and 2) but once approved you will be able to share the unique link and join from up to three devices (e.g. Laptop, tablet, computer-projector screen).
Once you have used the links to register for the two sessions (more instructions on how to do this below), you will need to wait for confirmation from Zoom which will come via an email with your joining details and a unique session link. You can then click the link to join the session at the specified date and time.
How do I complete the registration form for this session?
You will need to do this twice - once for a part one session and again for part two.Step 1 - Click on this relevant link in the table at the bottom of this section.
Step 2 - Select the Date and time of the session you wish to join. Please note: Registering for a session due to take place in less than two working days may mean your registration is not approved in time. Please book ahead where possible to prevent re-booking.

Step 3 - Complete the fields below and click Register.
Step 4 - you are all registered. You should receive a confirmation email within 3 working days and a reminder email at least 1 week and 1 day before the training.
Booking Links
2021/22
Morning sessions (9:00 - 12:30) | Afternoon Sessions (13:00 - 16:30) |
2021/22 - Post Launch School Operations Part 1 | 2021/22 - Post Launch School Operations Part 1 |
Not Purchased this service yet?
If you are interested in purchasing this service, please contact your Account Manager via accountmanagers@arbor-education.comBefore you join the session
- Share the unique joining link with up to 2 other people so they can use two different devices for the session. In order to train more people at once, we would advise booking out a meeting room or similar and displaying the training on a projector and speaker.
- Check you are able to access the session by ensuring Zoom.us is whitelisted at your school and is not blocked by any filters on the device(s) you are joining from.
- Test your Speakers. There is no need for a microphone on this session as all communication from you to the trainer will be via the chat box. However, you will need suitable speakers or headphones to listen to the training.
- Where possible, set up a second device or tab so you can log in to the test site and take part in activities to help consolidate your learning. If you can't do this during the session, you will find some activities in the Post Training Activities Tab above to complete afterwards.
- Put a sign on your door or find a quiet place to join the session from. It's important you are given time to focus on the training without distractions where possible as we will be covering a lot of core content throughout the session. but don't worry we have scheduled in breaks so you can grab a cup of coffee and be back in time for the next bit of training!
Resources to may want to check out before the session
Log into the Test Site to try out these activities after the sessions
Part 1- Explore a Student Profile of your choice and have a go at amending or adding an Educational Need or Medical update.
- Navigate to a demographic report and adjust the filters for a specific grouping. Explore the download options.
- Apply a contract to a member of staff, including a pay scale and a probation period.
- Create a Custom Group with 3 or more Automatic Membership Criteria added.
- Create a Student level Custom Report with 4 or more columns. Share this report with another member of Staff within Arbor.
- Navigate to the Communication module and create a template linked to your Custom Report, adding in report merge fields to your message.
- Navigate to the Qualifications and Checks menu and bulk update information for a group of staff members.
- Explore the Browse Students page and filter the Joiners and Leavers pages.
How do I access a recording of the training?
The person who registered your school for the training will receive an email the following day if they attended the session. This email contains a survey link to share feedback and help us develop our training and links to some pre-recorded versions of the training you attended. These videos contain the key content from the session in a more condensed format to make them easier to watch back and share with other people in your school.
If no one from your school attends the session, you will be asked to register for another session and will not receive the recordings until the session has been attended.
If you have attended the session but the person who registered has not received the recording within 2 working days, please contact us via arbor.training2@arbor-education.com, and state the session and date you attended. We can then resend the follow-up email with all the resources.
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