Faith Allen

Creating a custom Report with Guardian User Details

1. Parent Portal and Arbor App for Admin
2. Access to the Parent Portal/Arbor App

We have created a report for you - all you need to do is download the template attached, and head to the Custom Report Writer on your Arbor site then create a new report from import. To do this, op...

• Edited August 19, 2020 08:07
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Moving money and transferring balances between accounts

1. Payments
2. Making and managing payments

If you need to move money from one account to another, we would first recommend refunding the original payment and requesting that the money be paid into the right account. You can see here how to...

• Edited November 12, 2020 08:59
• 3 followers
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Setting up Irregular Attendance Patterns for my Nursery students

1. School Structure, Courses and Timetables
2. Enrolment

Please note that this process is for enrolling your nursery students in registers during the year, such as after migration. If you wish to set up your nursery registers for next year, you'll need t...

• Edited December 16, 2020 11:41
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How can I manage Meal Balances and Meal Payments?

1. Meals
2. Using Meals

Go to School > Meals. You will be taken to the Daily Summary page where you can see totals for today's meals.    Using the menu on the right-hand side, you can navigate to pages that show the meal...

• Edited April 04, 2019 12:53
• 3 followers
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• -8 votes

Balances for last years' students

1. Meals
2. Using Meals

 Go to School > Payments > Accounts > balances and click on the filter to change the settings.   The Settings pop up will appear and you can change the Academic Year here.   This will allow you t...

• Edited August 20, 2020 09:13
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Setting Up Meals - A step by step guide

1. Meals
2. Setting up Meals

If your school wants to use Meals in Arbor, follow the instruction below to set this up on your site. Make sure you have these permissions: Meals: Administer All Students - Set up meals for studen...

• Edited January 18, 2021 12:52
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• 3 votes

Adding a Business Role to a member of staff

1. Roles and permissions
2. Roles and Permissions

What is a Business Role? Adding a business role to a member of staff will assign that member of staff the associated permissions. This is not directly linked to the role detailed in the staff membe...

• Edited December 16, 2020 20:12
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Awarding Behaviour Points

1. Behaviour
2. Administering behaviour

Behaviour points can be awarded for positive or negative behaviour on Arbor. There are a few different places you can record points from.  From the Homepage Select Record behaviour points from y...

• Edited March 12, 2021 12:35
• 1 follower
• 0 comments
• -1 votes

Logging, editing and resolving Behaviour Incidents

1. Behaviour
2. Administering behaviour

This article will show you: How to log an incident What information to include in an incident How to edit an incident once logged How to resolve an incident Where can I log an incident from? You ...

• Edited March 12, 2021 12:36
• 1 follower
• 0 comments
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Creating Initial Account Balances

1. Meals
2. Setting up Meals

If you have moved from another system to Arbor there will likely be meal balances for students and staff that need to carry over. You can transfer any debt from your other system by adding balances...

• Edited February 23, 2021 09:39
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• 1 vote