Using the Additional Information Menu > Exclusions

Once you have opened a pupil record in the Pupil Manager module, use the Exclusions option to view and manage school exclusion details for the pupil:

1. Open the Pupil Manager module, select the Current Pupils tab.
2. Search and select a pupil record to work with.
3. Go to the Additional Information menu on the right hand side and select the Exclusions option to display this screen:
   
   Any existing exclusions are listed.
4. Use the filters available to search for a selected exclusion:
   
5. Choose to:
   • Add an exclusion.
   • Edit details of existing exclusion.
   • Delete an existing exclusion.

Add an Exclusion

1. Click Add Exclusion in the top left of the pupil record to display the Add/Edit Exclusions window:
   
2. Complete the Details tab with information about the exclusion, such as the time period and reason for the exclusion:
   1. Select the Type of exclusion and the Dates that it is in place, including whether the Exclusion Starts At the morning or afternoon session. The fields available to complete vary depending on the Type selected.
   2. Select the Reason for the exclusion and whether there needs to be SEN Provision.
   3. Click the Calculate button for the number of excluded Registration/Lunchtime Sessions to be automatically calculated.
   4. Enter any additional Comments and details of outside any Agency Involved, if applicable.
3. Click Save & Close.
4. Click  to display the exclusion in the pupil record:
   
5. Click Add Committee Result in the newly listed exclusion to open the Add/Edit Exclusions window again and enter committee result details, if applicable:
   
6. Click Save & Close. The details are updated in the pupil record:
   
7. Click Add Appeal Result in the listed exclusion to open the Add/Edit Exclusions window again and enter appeal details, if applicable:
   
8. Click Save & Close. The details are updated in the pupil record.

Edit an Exclusion

1. Scroll to the exclusion that you want to work with:
   
2. Choose to:
   • Add committee results:
     1. Click Add Committee Result (this is only shown if no results have been added yet). The Add/Edit Exclusions window is displayed.
     2. Click Save & Close once you have entered details.
   • Add appeal results:
     1. Click Add Appeal Result (this is only shown if no results have been added yet). The Add/Edit Exclusions window is displayed.
     2. Click Save & Close once you have entered details.
   • Edit the exclusion record.
     1. Click  to display the Add/Edit Exclusions window:
        
     2. Complete the Details tab with information about the exclusion, such as the time period and reason for the exclusion:
        1. Select the Type of exclusion and the Dates that it is in place, including whether the Exclusion Starts At the morning or afternoon session. The fields available to complete vary depending on the Type selected.
        2. Select the Reason for the exclusion and whether there needs to be SEN Provision.
        3. Click the Calculate button for the number of excluded Registration/Lunchtime Sessions to be automatically calculated.
        4. Enter any additional Comments and details of outside any Agency Involved, if applicable.
     3. Select the Committee tab and enter committee result details, if applicable:
        
     4. Select the Appeal tab and enter appeal details, if applicable:
        
     5. Click Save & Close. The details are updated in the pupil record.

Delete an Exclusion

All records of meetings and appeals are also completely removed from iSAMS if an exclusion is deleted.

1. Click  in your selected exclusion listing.
   You are prompted Are you sure you want to delete this Exclusion?
2. Select Yes.
   The exclusion is removed.