This tutorial is for Administrators |
It’s a three-step process to create and publish an interview
You setup the basic settings, the type, the classes and teachers, and the times.
You assign classes to timeslots.
You publish the interview to make it available to teachers, parents and guardians.
There are also optional steps:
Delete classes from timeslots
Assign new room for specific timeslot.
Create and manage user groups in Manage user groups
Create new appointment types for parents/guardians in Manage interview appointment types
Enable or disable consecutive bookings and appointment types with Manage parent/guardian interview settings
Click Events > Interviews
Click Create.
Name the interview.
Choose from Parent/Teacher Interview or Student Support Group (SSG).
Choose the campus
Enter a location (e.g., Room 1b)
This feature depends on Manage parent/guardian interview settings |
Click Yes for Require parents to select from appointment types, then tick each option they can choose.
Click Yes to Exclude classes, then tick each class to exclude.
Click Yes to Exclude teachers, then tick each teacher to exclude.
Enter a start and end date
Tick days the interviews can take place
Enter the time for the first interview.
Enter the interview duration in minutes
Enter the number of interviews that can take place in one day.
Click Add timeslots
Click Add Timeslot to insert more.
Click Delete if you want to start again.
Let parents book consecutive timeslots with Manage parent/guardian interview settings |
Choose a deadline for interview bookings.
No deadline
Number of hours before first daily timeslot
Specific date
Click Save.
Click Finish.
Timeslot duration must be set in Minutes.
Maximum of 50 timeslots can be created.
Timeslot duration must be set in Minutes.
Maximum of 50 timeslots can be created.
Now you’ve created an interview, you can assign classes to each of the available timeslots.
Click a timeslot box.
Tick All classes or individual classes
Click a timeslot box.
Tick All classes, or individual classes.
Tick Assign classes for whole day.
Click a timeslot box.
Tick All classes, or individual classes.
Tick Assign classes for entire interview
Click Save.
Click Finish and Yes on the confirmation.
When you’re happy with the settings, you must publish the interview to make it available to teachers, parents and guardians.
These optional steps are also available.
You can remove classes from specific timeslots, timeslots on a day or from the entire interview.
Click View for the interview.
Click Assign classes.
Click a timeslot box.
Click 
> Remove class.
Click OK.
Choose any timeslot box.
Click > Remove class.
Tick Remove class from all timeslots for this day.
Click OK.
Choose any timeslot box.
Click > Remove class.
Tick Remove class from all timeslots for this interview period.
Click OK.
Click Save.
Click Finish and Yes on the confirmation.
If you need to move an interview, you can do this for individual timeslots.
Click View for the interview.
Click Assign classes.
Click a timeslot box.
Click Edit location.
Enter a new location (e.g., Class 2b).
Click Save.
Click Finish and Yes on the confirmation.
Publish the interview to make it available to teachers and parents/guardians in https://linkedsuccess.atlassian.net/wiki/spaces/DOC/pages/727220225/Manage+Interviews#Publish-an-interview