The fields on this form are as follows:

Menu item name - the name given to the form on a menu

Description - the description of the form which will appear when the user clicks once on the menu entry

System Report Name - the internal name of the report, if the menu item refers to a report.

System Form Name - the internal name of the form, if the menu item refers to a form. For many look-up forms the entry here will be List with a specific OpenArgs value determining which version opens. See below for further details.

Sub form - A few forms can be set up linked to other forms, this allows the 2nd form to be defined.

Sub menu - which list of reports it appears on (reports only) - a report can appear on a user menu, a report list or both. The following options are available, which put reports into these lists:

Staff reports Basic staff reports, visible in the Basic Info version of staff finder

Pupil Lists The Gen tab of Lists & reports, pupil finder

Medical Med. tab of Pupil finder, only visible from Pupil Medical Records

Form lists Lists tab of Pupil finder

House lists Lists tab of pupil finder

Group lists Functions & Group lists, right hand side of Group lists form. Teaching group reports

Tutor groups Lists tab of pupil finder

Lookups Lookup forms, not really needed now the lookups are all in one place Lookups_DN

New Entrants Prosp. tab of Pupil finder, prospective reports

Rewards/Sanctions Gen tab of Pupil Finder, enables extra selections on Rewards & Sanctions

Extra curricular Gen tab of Pupil Finder, enables extra selections on Extra Curricular activities

Treatments Treatment reports, medical area

Full staff Full staff reports, visible for all staff with detail view of staff finder

Personnel level Staff reports visible only in Staff Checks

Staff secure level Staff reports visible only in Staff Checks

Feeder Schools Reports on the Feeder School Finder

Read Access Level - users with user level below this value will not be able to see or open the menu item

OpenArgs - some forms (Finder for example) open differently depending on which value is entered here. It is simplest to use the following field to make the selection.

OpenArgs guide - explanatory text associated with OpenArgs. Select the option you require from the dropdown.

System code no - some forms and reports, such as HomeworkSetter, can be launched using some information from the database (such as which user is logged in), this allows these parameters to be set. 

Assigned to these main menus
This list determines which menu or menus this item will appear on.

To add a new form to the system, click on the 'Add new menu item' button.

To find a previously created entry, select it in the Find menu item box at the top of the form using the title you gave the form. If you know the name of the form or report but can't remember what you called it on the menu, enter the name of the form or report into one of the filter boxes below the Find menu item dropdown. The dropdown will then only show items where that form or report has been used. If you have not used that form or report at all, the dropdown will be blank. The example here shows what appears in the dropdown if you type Finder into the form filter.

Menu Items tab

Using this tab, you can create new user menus, add and remove items from the menus, and add and remove users from the menus.

Special Responsibility Menus

Normally you will have a 'standard staff menu' which you allocate to all staff. However, some users, e.g. the Examinations Officer, will require extra menu items which are not available to other users. The way to do this is to create a separate Exams Officer menu containing only these extra items. You then assign this menu to the Exams Officer in addition the Staff Menu. The Exams Officer will be able to choose between menus on the Main Menu form. You can allocate as many different menus as you wish to an individual user. Any user can be given access to the Full System Menu - for such users there is no need to allocate menus separately.See under Staff Access for more details.

Managing SchoolBase Online

When you first decide to use Forms & Reports to manage SchoolBase Online, two menus are set up for you, Staff and Administration, and a number of standard menu items have been created, but you need to apply the menu items to your menus. The quickest way to do this is to go to the Menu items tab, select the menus to populate one at a time, then choose the menu items you want to use from the bottom dropdown and choose Add selected item.