Profile Updates Overview for Staff

This article will guide you through the functions
of Student Profile Updates

*Please note, you will require system administrator privileges to complete this process.*

Watch our help video below:

Alternatively, read the guide below:

Profile updates are an essential function of the Consent2Go software, as they allow schools to obtain the most up to date student information directly from the parents and guardians. 

This guide will show you how to send profile updates in individually and in bulk. It will also walk you through the student Timeline and how to view the updates parents/guardians have made.

For a guide on how to customise your school's profile updates, or what they look like from the parents view, please see below:

'Customising Profile Updates' & 'Parent's View of Profile Updates'

Sending Profile Updates in Bulk:

To send profile updates in bulk, navigate to the ‘Students’ tab. Once there, click on the ‘Tools’ dropdown box to the top right of the screen. Then select ‘Profile update to all’.

A pop-up will then appear. Through this, you can choose to:

• Send new profile update links & set expiry dates for those links
• Send a reminder to those who have active links
• Send links to those have not updated their information since a certain date

You can also review the Profile Update Email Note from this pop-up as well. 

The pop-up will also show how many invitations will be sent once clicking 'confirm'

Sending Profile Updates Individually:

To send profile updates to individual students, find the student through the ‘Students’ tab, then click the ‘actions’ bar at the right of the screen. From the drop-down box, select ‘Profile Update Invitation’.

The pop-up display for this option, allows you to choose an expiry date for the invitation, and review the email note.

Note: 
You can view if a student has an active profile update by selecting the green arrow besides their name. If there is a blue bar that reads 'Profile P1' or 'Profile P2', the student has an incomplete profile update pending.

Viewing the Timeline:

Once a parent has completed a profile update, it is uploaded into Consent2Go instantly. The changes then reflect with a timestamp in the timeline function.

To view the timeline function, navigate to the student list. Then select the action tab beside the student you'd like to view and click Timeline. 

This shows what updates have been made, by who and at what time. This tab can also be filtered by student and medical data to see the changes made in the update.

We hope this guide helped with your enquiry.