Initial Setup#

When first setting up the Mentoring functionality you should complete the following steps. The readiness check process for mentoring can also help to highlight areas you may have overlooked:


The following should be configured:

  • Ensure that all of your staff members and students have been created. See users for more information.

  • Ensure that all of your form groups have been created and had their students and supervisors assigned. See Form Groups for more information.

  • Ensure that all of your year groups have been created and had their students and supervisors assigned. See Year Groups for more information.

  • You should also ensure that the appropriate staff have the correct permissions.

Caution

In order to remain secure, it’s considered a good approach to only assign permissions to people that actually need them. To this end you should ensure that you only provide permissions to staff that need them.

More detailed information about using each piece of functionality can be found within the relevant help documentation section.