Course overview

Explore efficient ways of managing school data, best practice housekeeping and use of bulk data routines to ensure data is accurate and comprehensive for internal and school census purposes.

Who is it for?

Administrative staff or data managers with responsibility for the quality of the data held in SIMS for internal and school census requirements.

Benefits of attending

To learn best practice in managing school data in SIMS

What you will learn

• identifying and correcting duplicated data

• customising correspondence

• creating user-defined groups for correspondence and tracking purposes

• creating user-defined fields to record data specific to your school

• setting up emergency alerts system and establishing log to evidence communication with parents and others

• managing agents and agencies

• using Quick Reports to extract data

• using a range of bulk data processes

• reporting on and deleting data in line with GDPR requirements

Expand this panel to see the full curriculum

  Course Documentation
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  Course Introduction
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  Managing Salution and Addressee Fields
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  Managing Addresses
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  Dealing with Duplicate Contacts
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  General Housekeeping
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  Managing Lookups
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  Bulk Updates and Imports
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  Deleting data permanently
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  Customising Correspondence
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  User defined fields
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  Configuring the Pupil Teacher View and the Homepage
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  Tidying Agents & Agencies
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  Creating Quick Reports
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  Subject Access Requests
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Documentation

On enrolment we will provide you with a copy of the official Capita training manual for your course. Note that documentation is provided under license and subject to the terms and conditions detailed in the materials. Where appropriate you will also be provided with sample reports and other resources which you are free to use in your own school

Certificate of Completion

On completion you will be provided with OSMIS certification against the course you have taken

Payment

Credit/debit card payments are accepted by this site and provide immediate access to course content. If you would like to pay against an invoice, please email [email protected] with a purchase order and we’ll provide you with an access code and invoice

Money Back Guarantee

We’re pleased to offer a 30 day no-quibble guarantee if you don't find any course useful. Please mail [email protected] and request a refund

Anything Else?

Please get in touch or head over to our Frequently Asked Questions page

Meet Jill Green, your course trainer


I get great pleasure in helping schools get the best out of their SIMS software.

I have 25+ years of experience using SIMS – in a school environment, a Local Authority support team and 11 years as a software consultant with Capita

I have delivered consultancies all over the world in all types of schools from nursery schools through to Sixth form colleges and Prep Schools through to Senior Schools.

I have spent many days with admin teams in schools helping them to improve workflow processes to increase efficiency.