Manage Levels

Use the Configuration tab in the Curriculum Manager module to manage the different levels you need for each curriculum in your school. Each course and class created must be assigned a level, such as 'Key Stage 2' or 'GCSE'.

For example:

  • Programme = 'Sports Programme'.
  • Curriculum = 'UK Primary Sport'.
  • Level = 'Key Stage 2'.
  • Course = 'Netball'.
  • Class = 'Yr 3/Mrs Smith'.

To manage curriculum levels:

  1. Open the Curriculum Manager and select the Configuration tab.
  2. Select Manage Levels from the right hand menu:
    • All levels are listed here.
    • Icons indicate properties for each curriculum. The properties displayed and how they are displayed is determined by the settings in entity preferences.
  3. Use the drop-down in the top right of the screen to change the Group By setting if required.
  4. Use the navigation tools at the bottom of the screen to display the curriculum levels that you want to work with.
  5. Choose to:

Add a level

  1. Select Add Level in the top left of the screen to display the Manage Levels window:

  2. Complete the fields displayed in the Level Properties tab:

    Section Explanation
    Level Properties
    • Enter a clear and concise name, code and description for the level.
    • Level Curriculum. Use the drop-down list to select the curriculum to associate the level with.

    Level Options

    Use the drop downs to:

    • Set the status of the level. Selecting 'No' marks the level as 'Inactive'.
    • Set this level as the default. Only one level per curriculum can be marked as the 'Default'. This is preselected when working with curriculums.
  3. Select the Level Defaults tab and use the drop-down fields displayed to set this level as the default selection in other areas of the module.
  4. Select Save & Close. The new level is listed.

Change the order of levels

Change the order that levels are displayed in Ed:gen.

  1. Select Order Levels in the header bar. The Arrange Levels window is displayed:

    2. A tab is shown for each curriculum in the module.

  2. Select the curriculum that you want to work with.
  3. Select a level and use the arrows to move it up or down the list.
  4. Select Save & Close to close this window and return to the Manage Levels screen.

Update level entity preferences

Update the entities displayed for levels. For example, choose to display level Description in the Manage Levels screen grid.

Your entity preferences can also be configured centrally from the Manage Module Entities option.

  1. Select the table icon in the top left of the screen to display the Edit Module Entity window:
    • The Entity Properties tab displays an overview of your entity preferences.
    • The four following tabs hold property details for the entity. A count next to the tab title indicates the number of selections made in the tab.
    • The Audit tab lists any amendments that have been made to the entity.
  2. In the Entity Properties tab:
    • Entity Properties cannot be changed.
    • It is not recommended that you make any changes to Export & Import Options.
    • Filter Options indicate the number of rows displayed if filters are used for the entity. The example below has 6 rows in the filter:

      • The Manage Levels screen does not use filters, as indicated in the Entity Filters (0) tab, so this field is not applied in this case.

  3. Work through the tabs shown to set details for the entity:

    All of the fields that are available for the entity are listed.

    Change the Display Names for the fields as required:

    The Entity Filters tab is not being used for levels.

    All of the group by selections that can be made for the entity are listed.

    1. Use the checkboxes to select the group by selections that you want to include for the entity:
    2. Select a default if required.
    3. Change the Labels and Titles as required:
      • The Label name is displayed in the Group By drop-down menu.
      • The Title name is displayed in the screen where data is grouped. An example of how your selections are displayed for the selected entity is shown below:

    All of the information that can viewed for the entity is listed.

    1. Use the checkboxes on the left to select the columns that you want to display:

      2. Be aware that the selections made in Manage Module Settings can determine the fields that are displayed regardless of whether they are selected here.

    2. Select whether an Image or a Title are displayed in the header bar for the entity. Either:
      • Use the Select Image drop-down to select an image for the entity. An icon is used instead of a column title. or
      • Enter a Title for the entity and check the box to the left of the Title. This is useful if you want to customise titles to suit you.
    3. Your selections determine the columns displayed for the selected entity:
  4. Choose to change the order that any of your entity selections are displayed in the module.
    1. Select Order Entity xxx in your selected tab. A popup window is displayed, an example is shown below:
    2. Select to make a selection and use the arrows to move it up or down the list.
    3. Select Save & Close to close this window and return to the Edit Module Entity window.
  5. Any changes made to entities are listed under the Audit tab in the window:
  6. Select Save & Close to close the Edit Module Entity window. Your preferences are displayed in the Manage Levels screen.

Copy a level

Choose to copy a level. This is useful for recreating a level.

  1. Scroll to the level that you want to copy and click the copy level icon. A popup window is displayed:

  2. Complete the fields displayed in the Level Properties tab:

    Section Explanation
    Level Properties
    • Enter a clear and concise name, code and description for the level.
    • Level Curriculum. Use the drop-down list to select the curriculum to associate the level with.

    Level Options

    Use the drop downs to:

    • Set the status of the level. Selecting 'No' marks the level as 'Inactive'.
    • Set this level as the default. Only one level per curriculum can be marked as the 'Default'. This is preselected when working with curriculums.
  3. Select the Level Defaults tab and use the drop-down fields displayed to set this level as the default selection in other areas of the module.
  4. Select Save & Close. The level is displayed in the Manage Levels screen.

Edit a level

Update the details of a level if required. For example, change the active status of a level.

  1. Scroll to the curriculum level that you want to edit and click the edit icon. The Manage Levels window is displayed:

  2. Complete the fields displayed in the Level Properties tab:

    Section Explanation
    Level Properties
    • Enter a clear and concise name, code and description for the level.
    • Level Curriculum. Use the drop-down list to select the curriculum to associate the level with.

    Level Options

    Use the drop downs to:

    • Set the status of the level. Selecting 'No' marks the level as 'Inactive'.
    • Set this level as the default. Only one level per curriculum can be marked as the 'Default'. This is preselected when working with curriculums.
  3. Select the Level Defaults tab and use the drop-down fields displayed to set this level as the default selection in other areas of the module.
  4. Three other tabs are available, these are explained as follows:
    • Metadata. Any metadata fields set up for levels are listed here. Add values for the metadata fields as required.
    • Child Entities. Shows a count of areas of the module linked to the selected level.
    • Audit. Any changes made to the level are listed here.
  5. Select Save & Close. The amended level is listed.

Delete a level

Remove a level that has been added in error.

You cannot delete a level which is in use.

  1. Scroll to the level that you want to delete and click the delete icon. You are prompted Are you sure you want to delete this level?
  2. Select Yes.
  3. The level is removed. A log is kept under the Logging tab for auditing purposes.