Create and configure interview
- lisa sinclair (Unlicensed)
- Kevin McRae
- Shereena Ali (Unlicensed)
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.
Before you start
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
View Interviews
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Click Events > Interviews
Step one: create interview
Click Create.
Name the interview.
Type and location
Choose from Parent/Teacher Interview or Student Support Group (SSG).
Choose the campus
Enter a location (e.g., Room 1b)
Parent/Guardian options
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.
Classes and teachers
Click Yes to Exclude classes, then tick each class to exclude.
Click Yes to Exclude teachers, then tick each teacher to exclude.
Time settings
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.
Booking deadlines
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
Save and close
Click Save.
Click Finish.
Step two: Assign classes to timeslots
Now you’ve created an interview, you can assign classes to each of the available timeslots.
Assign classes to single timeslot
Click a timeslot box.
Tick All classes or individual classes
Assign classes to all timeslots on a single day
Click a timeslot box.
Tick All classes, or individual classes.
Tick Assign classes for whole day.
Assign classes to all timeslots on all days
Click a timeslot box.
Tick All classes, or individual classes.
Tick Assign classes for entire interview
Save and close
Click Save.
Click Finish and Yes on the confirmation.
Step Three: Publish interview
When you’re happy with the settings, you must publish the interview to make it available to teachers, parents and guardians.
Optional steps
These optional steps are also available.
Remove class from timeslots
You can remove classes from specific timeslots, timeslots on a day or from the entire interview.
Remove from a single timeslot
Click View for the interview.
Click Assign classes.
Click a timeslot box.
Click > Remove class.
Click OK.
Remove from all timeslots for the day
Choose any timeslot box.
Click > Remove class.
Tick Remove class from all timeslots for this day.
Click OK.
Remove class from all timeslots
Choose any timeslot box.
Click > Remove class.
Tick Remove class from all timeslots for this interview period.
Click OK.
Save and close
Click Save.
Click Finish and Yes on the confirmation.
Change location for interview timeslot
If you need to move an interview, you can do this for individual timeslots.
View the interview
Click View for the interview.
Click Assign classes.
Change timeslot location
Click a timeslot box.
Click Edit location.
Enter a new location (e.g., Class 2b).
Save and close
Click Save.
Click Finish and Yes on the confirmation.
Next step
Publish the interview to make it available to teachers and parents/guardians in Manage Interviews | Publish an interview