Throughout your MySchool system, you will be required to filter audiences, target report content, or just select a random group of users. In many of the modules, you will be presented with our own People Picker. With a few simple clicks, you can send a communication to all main guardians within your community. Transfer a group of students into next year's class and courses. Also, filter your reports down to exactly the level of granularity you need.
Where to find the people picker
Mostly the people picker is used to select users to populate lists. These lists are found in communication, class/course enrolment, and certain reports. The version shown below will be patched to all select functions across the system.
How to use the People Picker
Depending on how your school is configured, the people picker represents the users in logical step order. Category > Sub Category > Individual. You start from the top level and work towards either selecting a group or individuals.
1. Individual search and Year filter
The year-selector will show your current active scholastic year. It will also follow time travel rules and show the data from the selected year.
Top tip: Enter the year before using any of the other filters as finishing populating Section 4 before changing year dates as the selected filters in panel 2/3 will be reset on changing the year. The end result will remain in your selection, however. Click on the target level to bring up the sub-level in panel 3.
2. Level selector
Depending on the module you are using, there will always be active and archived school levels. depending on your system settings, there should be donation campaigns and the donors attached to them, distribution groups, boarding houses, and buses.
Distribution/User groups have no sub-selectors. This is the same for donation campaigns, whereby the donors will be selected. Buses allow users to select either the students or their guardians.
You cannot select multiple school levels at once. i.e. Send an announcement to all guardians of the school. You must choose each school level and tick the appropriate sub-level to populate the Your Selection panel.
3. Sub-level categories
The sublevel is where we can start to filter a target group;
Students - Check the box at this level to select ALL students within the associated school level. Further expansion of this will show a list of individual students. Expand each individual student to have further options of Guardians, Main Guardians, and Mentors associated with the selected student. Check the box next to the name to add them to Your Selection.
Staff - Staff members are made employees of a school level. Check the box here to select ALL employees. You can filter further to only select class Teachers assigned to primary classes. Check the individual staff member to add them to the list.
Guardian - Open the guardian filter for further options.
Guardians can be selected depending on the access levels or a specific relationship type.
If the 'is main' is ticked for the guardian they will be included in this filter. The other groups are based on the relationship type.
Mentors - Selects all staff members who are attached as a mentor to a student within the selected level.
The selection can be refined by class level and the same options (Students, Staff, Guardians, Mentor) appears after selecting a class level. If courses of the school level are chosen then this will filter accordingly as well.
4. Your Selection
|Once selected, the target group are added to the 4th panel. You can mix individuals and groups. Clear the selection at the bottom or remove it individually by clicking on the red x.
Where is the People Picker used?
The function appears mainly within communication features, where the User is required to contact small individual specific groups or a wider school-level contact type. It can be found in Announcements, SMS, and Permissions. Variations of the tool are used to select customised report groups.