Create and configure interview

Owned by lisa sinclair (Unlicensed)
Last updated: Mar 29, 2023 by Kevin McRae
2 min read

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

View Interviews

 

  • 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 https://linkedsuccess.atlassian.net/wiki/spaces/UKB/pages/729612357

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 https://linkedsuccess.atlassian.net/wiki/spaces/UKB/pages/729612357

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

See also