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Status Good Feature
Categories Wellbeing Manager
Created by Guest
Created on Aug 29, 2023

Enable a search for entries by visibility group

It is not currently possible to search by visibility group, you can only search by pupil name, school structure, tutors, classes or any custom groups that have been created. Please can you make it possible to search all entries by visibility group? Thanks

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  • Guest
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    May 16, 2024

    We have our Wellbeing Manager set up with a llist of role-based visibility groups so that we avoid allocating things to specific named individuals.

    In theory, this also means that if a pupil has a concern in Year 5, I can go through the visibility groups configuration at roll-over (when the pupil moves to Year 6) and edit the Head of Year 5 member to say the head of Y6 name, and then rename the visibility group as Head of Y6. In doing this, the head of the relevant year group has access to the pupils' concerns, but the former head of year does not.

    In principle, I could also use Manage Records>Filter by Year Group>Add Visibility Groups to achieve a similar efficiency but, in this case, visibility would be applied to ALL pupils in the year group and not just those who have concerns visible to the Former Head of Y5.

    If the filtering option in Manage Records allowed me to Filter by Visibility Group, I could go to Manage Records>Filter by Visibility Group>Add Visibility Groups and add the New Y6 Form tutor.

    Unfortunately, though, I would not be able to use Remove Visibility Groups as this might also remove Form Tutor, House Master, etc.

    Therefore, if there was also an option to Edit Visibility Groups whereby a list of Current groups was given and then drop downs for the alternatives, that would allow me to "batch Edit" the visibility to change the HoY5 to HoY6 and the FT5-1 to FT6-3 etc on a pupil by pupil basis.

    This would allow us to move away from paper files of concerns etc that move with the pupil from one year to the next.

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