In the left hand ‘Report Browse’ window, expand ‘Focus’ and select ‘Student’.
ISTEK UK LIMITED Support FAQ Fax/Email
FAQ Number : P1d Latest Update: 10/6/06
Importing Students into PFM from SIMS.net
At the start of using PFM, you will need to import students. DO NOT attempt this until the end of the first week of the new academic year at the earliest. You must check that students have been promoted to their new years on SIMS.net before starting this process.
Before starting this procedure please do the following:
1. Check you have the correct version of PFM - it must be 6.04.08. The version is shown in the blue bar across the top of the screen when running PFM. If you do not the correct version, please request an upgrade from the web site www.istekuk.com
2. Before starting, take an archive, using Period End - Archives - Backup Current Data. Click in the white box and enter the name BEFORE IMPORT. Click on CREATE BACKUP.
I. Importing Students
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a. Running the PFM Pupil data Report in SIMS .Net |
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Select ‘Reports’ and ‘Run’ from the main menu bar. |
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In the left hand ‘Report Browse’ window, expand ‘Focus’ and select ‘Student’.
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Scroll down to select (If you do not have the ones marked Sues version, please download it from the website - www.istekuk.com - go to Support - Downloads. You will then need to import it into SIMS.net using Reports - Import.) The report will be generated for the whole school. This may take several minutes. Choose to save the report to the same folder as Private Funds Manager is loaded, as a CSV file, with a different name each time eg PUPILS SEPT 07
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b. Upload names into PFM
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Go to Private Funds Manager - Setup – Upload Student Names. When all are shown on screen click on the Save Details into Database button. Rather than confirming every student in turn, click on the Accept All without showing this screen button. |
If your students do not appear correctly on the SETUP page - click here for troubleshooting.
