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Summary

Summary

Education: B2B Student & Attendance - Live Training

Interested in learning the B2B student module? Fill out this training request form.

Session 1: Project Kick off meeting

Key Prerequisites

  • Access to a workstation with full access to MRI Education, with system admin rights for V4 Client, A&T Backoffice and the Citizen Portal 

Objectives

  • Review the scope of the software and for all parties to understand how they will benefit, and what the challenges maybe
  • Identify time and resources needed to support the implementation

    Audience

  • SIMS support if available for the start of the session to review the impact on schools
  • IT Support – to check and review Technical environment
  • Admissions Managers to understand their service needs
  • Support – impact on MRI Education and reporting and support

    Standard Agenda

  • Demonstrate of B2B from SIMS to MRI Education
  • Review the RAID log and Technical Pre-requisites, allowing for IT support to understand how B2B works
  • Define pilot schools
  • Review the requirements how the data will be managed – who owns it and rules to follow
  • Test access to the module to check the technical work has been completed for MRI Education.

Outcomes

  • All parties have a mutual understanding of the scope of the software, the service requirements, and resources needed
  • MRI Education is ready to set the Pilot schools
  • Agree pilot schools

    Session 2: Setup of MRI Education

    Key Prerequisites

  • Access to a workstation with full access to MRI Education, with system admin rights for V4 Client, A&T Backoffice and Crystal reports

    Objectives

  • Setup module defaults for data
  • Create accounts for schools in the pilot
  • Setup schools in bases ready for B2Bv

Audience

  • MRI Education Support
  • Module lead for B2B

    Standard Agenda

  • Add accounts and permissions in MRI Education
  • Setup Schools for B2B Student
  • Apply data processing rules
  • Schedule tasks for MRI Education
  • Setup account for knowledge specialist to access remotely. Or if remote access for the knowledge specialist is not technically possible, then training to the Module lead for B2B to monitor the pilots and migrate the school and set-up the first export.

    Outcomes

  • All parties have a mutual understanding of the scope of the software, the service requirements, and resources needed
  • MRI Education is ready to set the Pilot schools 

Project Support: SIMS

The schools need to apply a patch, while we don’t do this for schools the project allows for time for support the pilot SIMS schools to make the first contact with the MRI Education database.

Allowance is in this part of the work package to support and engage with schools to advise how to apply the patch and setup the SSM. Then when the 1st ping is received from the school, processing the school in MRI Education in readiness to set the first full export from the school. 

Key Prerequisites

  • Key contact has can participate in MS Teams, and Webex meetings
  • Remote access to B2B Student and Bases, either directly or via the key MRI Education user

    Objectives

  • Establish the link between the school and MRI Education

    Audience

  • Technical contact in a school for SIMS
  • MRI Education Support
  • Module lead for B2B

    Standard Agenda

  • Configuration of SIMS
  •  Setting up the school for the 1st task
  • Adding the 1st schedule task from the school

Outcomes

  • First import of data from schools in to B2B

Session 3: Training and Data Workshop

Key Prerequisites

  • Key contact for the Knowledge Specialist to contact who has full systems access to the V4 Client, Online Client, and access to Crystal or permissions to run reports

    Objectives

  • Understand how to manage the module and data suspense
  • Have a clear view of the impact and data from schools on MRI Education

    Audience

  • MRI Education coordinator or Key contact with full access to MRI Education
  • B2B Users

    Standard Agenda

  • Module defaults
  • Student Matching
  • Conflicts and discarding or rejecting
  • Schedule tasks
  • Reporting

Outcomes

  • The B2B users are confident to continue processing the pilot schools

    Session 4/5/6: Pilot Review

    Key Prerequisites
  • Key contact for the Knowledge Specialist to contact who has full systems access to the V4 Client, Online Client, and access to Crystal or permissions to run reports
  • Key contact has can participate in MS Teams, and Webex meetings

    Objectives

  • Review and support the roll out of B2B

    Audience

  • B2B Users

    Standard Agenda

  • Pilot schools progress
  • Queries arising from pilot
  • How to start more schools
  • Schedule tasks
  • Impact of MRI Education and other users

Outcomes

  • The B2B users are gain confidence to continue processing the pilot schools and manage the impact on the wider system

    Session 7: Attendance Data

    Key Prerequisites

  • Key contact for the Knowledge Specialist to contact who has full systems access to the V4 Client, Online Client, and access to Crystal or permissions to run reports
  • Key contact has can participate in MS Teams, and Webex meetings
  • Live to Test copy has been done

    Objectives

  • In test setup Attendance to aggregate attendance data to reportable values
  • Train key users where they can access attendance data

    Audience

  • B2B Users for the setup of test for Attendance aggregation
  • Module leads for a show an tell session to explore where attendance data is accessible for an individual school

Standard Agenda

  • Attendance Period definition
  • Schedule task for attendance aggregation
  • Demonstration of where attendance data for a child can be viewed

    Outcomes

  • Setup Test to check the system impact on running the aggregation routines
  • User training for working with Attendance data