Setting Up School Groups

Use the School Groups tab in the Other Schools module to set up and manage school groups. School groups are used for categorising schools based on similar characteristics, such as location or intake size. This is useful for when you are performing a custom search within iSAMS.

An example of the School Groups tab is shown below:

A number of functions are available in School Groups. Some functions are only available once you have selected a School Group or school to work with.

The functions available are explained below:

Function	Click to...
Create a Group	Create a School Group.
Edit Group	Change the name, description and category of a group.
Refresh List	Update the information listed with the last saved data.
Delete Group	Remove groups you no longer require.
Remove School From Group	Remove a selected school from a School Group.

Create a School Group

To create a school group, follow the steps below:

1. In the Other Schools module, select the School Groups tab.
   The School Groups screen is displayed:
2. Either:
   
   • Select Create a Group.
     or
   • Select a school group from the left-hand menu and select Create a Group.
   A pop-up window is displayed:
   
3. Enter a name and short description for your School Group in the fields available.
4. Choose a Category from the drop-down list displayed. School Groups are listed under categories in the Other Schools tab. Categories make groups easier to organise and locate. Click  to add a new category to the drop-down list available, if required.
5. Click  Save and Close when finished.
   The School Group is listed in the left-hand menu of the School Groups screen.

Edit a School Group

To edit a school group, follow the steps below:

1. In the Other Schools module, select the School Groups tab.
   The School Groups screen is displayed:
2. Select a school group from the left-hand menu and select  Edit Group.
   A pop-up window is displayed:
   
3. Enter a name and short description for your School Group in the fields available.
4. Choose a Category from the drop-down list displayed. School Groups are listed under categories in the Other Schools tab. Categories make groups easier to organise and locate. Click  to add a new category to the drop-down list available, if required.
5. Click  Save and Close when finished.
   The updated School Group is listed in the left-hand menu of the School Groups screen.

Delete a School Group

Deleting school groups alters associated school records across iSAMS. You cannot reactivate a School Group.

To delete a school group which is no longer required, follow the steps below:

1. In the Other Schools module, select the School Groups tab.
   The School Groups screen is displayed.
2. Select the school group you wish to delete from the left-hand menu and select  Delete Group.
   A pop-up window is displayed. You are prompted Are you sure you want to delete this custom group?
3. Click Yes.
   The school group is permanently removed from iSAMS.