Understanding the Users tab in SchoolsBuddy

The SchoolsBuddy Team
  • Updated
Markdown
Quick answer:

The Users tab lists every staff member, parent and student in your SchoolsBuddy site. If you use an MIS link, their details come from your MIS.

The Users tab is essentially a database for all the users in your SchoolsBuddy site. This tab will show the Staff, Parents and Students within your School. If your School uses an MIS integration link, all the information that is displayed in the Users tab is taken from your MIS system. 

1. Click Reception.

Screenshot: Click Reception
Click Reception.


2. Click the Users tab. 

Screenshot: Click the Users tab
Click the Users tab.

3. Click the Filter button.

Screenshot: Click the Filter button
Click the Filter button.

When you apply a filter, the number of corresponding users will be displayed on the right-hand side, just below the filter section:

Screenshot: When you apply a filter, the number of corresponding users will be displayed on the right-hand side, just below
When you apply a filter, the number of corresponding users will be displayed on the right-hand side, just below.

Searching for Users

When a student or parent has been searched, if you click on their name it will bring up the student/parent information page.  Within this page, you can view all of the user specific data.  An example of this is shown in the image below.

Screenshot: When a student or parent has been searched, if you click on their name it will bring up the student/parent
When a student or parent has been searched, if you click on their name it will bring up the student/parent.

Searching for Users (Include Deleted) 

If you are searching for a student/parent/staff member and they do not seem to be appearing in the Users but are entered in your MIS system, they could have been potentially been flagged as deleted. To make sure you are searching your entire School database, tick the 'Include Deleted' box when searching for the User. 

Screenshot: If you are searching for a student/parent/staff member and they do not seem to be appearing in the Users but are
If you are searching for a student/parent/staff member and they do not seem to be appearing in the Users but are.

Data Checks

In the 'Users' tab of SchoolsBuddy, there is an option to search for Users using a data check or predefined search query.

Screenshot: In the 'Users' tab of SchoolsBuddy, there is an option to search for Users using a data check or predefined search
In the 'Users' tab of SchoolsBuddy, there is an option to search for Users using a data check or predefined search.

This will search the database in a matter of seconds for users that match the criteria of the search query. The following predefined data checks in SchoolsBuddy are:

  • Students with no linked accounts (this means the pupil has no linked parents) 
  • Students with inactive parent accounts (linked parents have never logged into SchoolsBuddy) 
  • Students who have never attended an activity 
  • Students where all linked accounts are missing an email address 
  • Students with all linked accounts having no mobile numbers
  • Parents with no mobile number
  • Parents and students with missing MIS id

If a user matches the criteria of the search query they will be listed.

Screenshot: If a user matches the criteria of the search query they will be listed
If a user matches the criteria of the search query they will be listed.

Was this article helpful?

1 out of 1 found this helpful