Guides by role

How the guides work

Each guide is written for one of the roles a school starts with, and lists the tasks that role does in Kestrel, in the order of a working day. Each task says where it happens, what you need to have, and which buttons to press in the order you press them. Inside the console, the account menu under your initials links here as "Guides".

A school can change what a role grants, or compose roles of its own, on the Roles screen. Each task names the capability it needs, so whoever administers the school can check a person's roles against it. You see only the areas, tabs and buttons your roles allow.

The training course takes each guide in short sessions a school runs itself.

The guide for your role

Registrar

For the registrar, who keeps the roll, runs enrolment from enquiry to start, and decides when two records are one person.

Front office

For the front office, which answers the counter and the phone, records who arrives late and leaves early, and follows up absences.

Teacher

For a teacher, who marks the roll, keeps the markbook, records what happened in class and reads the plans for the students in front of them.

Head of house or year

For a head of house or year, who follows a cohort's wellbeing, sets the notices staff read, issues sanctions and runs cases.

Wellbeing

For the wellbeing team, which keeps the pastoral record, runs cases and schedules the detention sittings.

Learning support

For the teacher who keeps the school's NCCD register: each adjustment, its evidence and the consultations behind it.

Child safety officer

For the child safety officer named in the school's policy, who records a concern and the reports made about it against the statutory clock.

Nurse

For the nurse, who holds the medical record, gives medication, runs sick bay and approves the details families confirm.

Principal and executive

For the principal and the executive, who answer for the school: the restricted record, the audit trail and the privacy register.

Business manager

For the business manager, who holds who pays, the school's configuration and the staff compliance register.

IT

For IT, who administers the system without reading the record: who holds which role, sign-in, integrations and devices.

Families

For a parent or carer the school has given access to the family portal, and the office that helps them in.

First steps for each member of staff

Whatever your role, these come first.