Student communication history

Once you have opened a student record in the Pupil Manager module, use the Communication History option to view details of communication sent to students and parents. This provides a useful audit trail.

To access a student's Communication History, follow the steps below:

  1. In the Pupil Manager module, select a student records tab.
  2. Use your preferred search method to find the student records that you want to work with. The Student/Pupil Records List is displayed:
  3. Click on a student's name to display their record:
  4. Go to the Additional Information menu and select Communication History.
  5. Three tabs are available for you to work with.
  6. Choose to view:
    • Letter History. Lists all the letters sent to a selected student's parents. The Ed:gen users who sent each letter and the date it was sent is listed for you.
    • E-Mail History. Lists all the e-mails sent to a selected student and their parents. The Ed:gen users who sent each e-mail and the date it was sent is listed for you.
    • SMS History. Lists all the text messages sent to a selected student and their parents. The Ed:gen users who sent each message and the date it was sent is listed for you.

Student letter history

  1. Click Letter History to display this screen:
  2. A number of functions are available. Choose to:
    • Click in the Batch No. column to list all students whose parents were sent a selected letter.
    • Click View to see a copy of a selected letter.
    • Click the Word icon to export a selected letter into Word. This is useful if you want a backup copy of a letter.
    • Click the delete icon to delete a selected letter. This is useful if a letter has been generated in error.

Student e-mail history

  1. Click E-Mail History:
  2. A number of functions are available. Choose to:
    • Click the expand icon to view e-mail conversations. All e-mails in the conversation are shown in the grid along with address details and an option to view the e-mail.

      E-mail conversations must be enabled for this feature to be shown. See Configuring email conversations.

    • Click in the Recipients column to view the recipient addresses of a selected e-mail.
    • Click in the Batch No. column to list all students who were sent a selected e-mail.
    • Click View E-Mail to see a copy of a selected e-mail.
    • Click on the Attach number to open an attachment.
  3. Click the delete icon to delete a selected e-mail. This is useful if an e-mail has been sent in error.

Student SMS history

  1. Click SMS History:
  2. A number of functions are available: Choose to:
    • Click in the Recipients column to view the recipient addresses of a selected message.
    • Click in the Batch No. column to list all students who were sent a selected message.
    • Click the delete icon to delete a selected message. This is useful if a message has been sent in error.