Class Charts knowledge base

How to share custom fields with pupils and parents

This guide will explain how to share custom fields with pupils and parents.

If your school has custom fields and pupil / parent accounts set up, you can share custom fields with pupils and parents.

Enabling custom field sharing for pupils and parents

To enable sharing custom custom fields with pupils and parents, click on the three lines menu in the top right hand corner and select School Settings from the list of available options.

Class Charts school settings tab

Next, click on the Pupils & Parents tab on the left hand side.

Class Charts pupils and parents tab

You will presented with multiple settings which allow you to control what parents & pupils can see through their accounts. Set Share custom fields with pupils and parents to Enabled.

Class Charts share custom fields with pupils and parents

Sharing custom fields with pupils and parents

To share custom fields with pupils and parents, click on the three lines menu in the top right hand corner and select Custom fields from the list of available options.

Next, click on Custom fields from the left hand menu and select Pupil and parent fields.

Class Charts pupil and parent fields menu option

You will be presented with the Fieldsets for parents and pupils page, where each of your school’s year groups are displayed.

To set up custom for a year group, click on the pencil icon for the year group of your choice.

Class Charts edit shared pupil fields icon

The Fields to share popup will appear, listing the custom text fields that have been set up in your school’s Class Charts account. To select a custom field for sharing, tick the Pupil or Parent checkbox next to the field of your choice and click on the OK button.

Please note: Ticked custom fields will not appear in pupil or parent accounts until the Display checkbox has been ticked on the Fieldsets for parents and pupils page.

Class Charts fields to share popup

Adding a pupil or parent note

In addition to sharing custom fields, you can also include a note that will appear above the displayed fields in pupil and parent accounts.

To add a pupil or parent note, click on the speech bubble icon.

Class Charts custom fields parent note button

A popup will appear. Enter the note of your choice into the text area provided and click on the OK button to continue.

Class Charts custom field note popup

The note will now appear on the Fieldsets for parents and pupils page. The note can be edited at any time by clicking on the speech bubble icon.

Class Charts custom fields added parent note

Displaying shared custom fields to pupils and parents

Once custom fields for a specific year group have been selected, they can be displayed in pupil and parent accounts.

To display selected custom fields in pupil and parent accounts, tick the checkbox labelled Display.

Class Charts shared year group fieldset

The selected custom fields will now appear in pupil and parent accounts of that year group.

Please note: A custom field will only appear in a pupil or parent’s account if the pupil has data associated with the field.

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