Provision Map knowledge base

How to create a new school robin

This guide will explain how to create a new school robin.

School Robins allows you to request and receive information about pupils from a central, easy to manage interface. To create a new school robin, mouse over the School Robins tab at the top of the page and select Create a school robin from the drop down menu.

Provision Map create a school robin tab

Next, you will be asked whether your robin will be about a pupil, a group of pupils, or a generic school robin. Select the appropriate option from the Create new School Robin drop down menu.

Provision Map create new school robin for pupil

If for Pupil was selected, tick the checkbox next to your chosen pupil’s name and click on the Create a new school robin now button.

Provision Map robins_select_pupil

If there are existing schools robins associated with the pupil, you will see an additional button called View existing school robins which will display the other school robins.

Provision Map school-robins-creation-options

Setting up the robin

You will now be on the Edit School Robin page, where you select whether you are requesting or providing information.  Enter a subject title for your school robin, select a teacher (or leave this section if you are personally requesting the information) and enter the information request in the large text area.

Provision Map robin_creation

You can also attach files to the robin which are sent to the recipients. To upload a file, click on the Upload a file button below the text area.

Provision Map upload a file button

Once the chosen file has been uploaded successfully it will appear below the text area. To delete the file, click on the bin icon.

Provision Map robin_uploaded_file

You can also mark the school robin as confidential by ticking the Confidential check box. This means that the robin will not appear to other users unless they are involved in the robin.

Provision Map confidential button

Sending the robin

Finally, scroll down to the Involved staff section and select the staff members you wish to send the school robin to by ticking the checkbox next to their name.

Provision Map school-robins-staff

Once you having selected the staff members of your choice, click the Send School Robin button in the top right hand corner.

Provision Map send school robin button

You will get a pop up window confirming that the school robin has been sent successfully.

Provision Map school-robin-sent-successfully

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