Data Management

User documents can be opened by clicking on them.

Technical documents are stored on the on the Capita Software Support Portal and require an account to access them.  When you click on a document you will be taken to the portal where a login page will open if you are not already logged in.  You can then click on the attachment on the right in the KB article to open the document.

DocumentDocument TypeProductLast Updatedcategories_hfilterdoc_type_hfilterrelease_hfilter
B2B Open Handbook (3.74 onwards)HandbookB2B, Data Management26/04/2021b2b performance-monitoring-data-managementhandbook3-74
One B2B Personnel Handbook (3.74 onwards)HandbookB2B, Data Management26/04/2021b2b performance-monitoring-data-managementhandbook3-74
B2B Student Handbook (3.74 onwards)HandbookB2B, Data Management26/04/2021b2b performance-monitoring-data-managementhandbook3-74
3.72.013 & 3.73.004 – B2B Carer Address Hotfix – Installation InstructionsTechnical GuideB2B, Data Management09/02/2021b2b performance-monitoring-data-managementtechnical-guide3-72 3-73
B2B Open Handbook (3.73)HandbookB2B, Data Management20/10/2020b2b performance-monitoring-data-managementhandbook3-73
B2B Student XML Schema File (3.73 onwards)Technical GuideB2B, Data Management20/10/2020b2b performance-monitoring-data-managementtechnical-guide3-73 3-74
B2B Student XSD file (PDF version) (3.73 onwards)Technical GuideB2B, Data Management20/10/2020b2b performance-monitoring-data-managementtechnical-guide3-73 3-74
B2B Student XSD file (.zip) (3.73 onwards)Technical GuideB2B, Data Management20/10/2020b2b performance-monitoring-data-managementtechnical-guide3-73 3-74
B2B Student Handbook (3.73)HandbookB2B, Data Management11/11/2020b2b performance-monitoring-data-managementhandbook3-73
B2B Student XSD file (PDF version) (3.72)Technical GuideB2B, Data Management20/07/2020b2b performance-monitoring-data-managementtechnical-guide3-72
B2B Student Schema Explanation and Process (3.72 onwards)Technical GuideB2B, Data Management20/07/2020b2b performance-monitoring-data-managementtechnical-guide3-72 3-73 3-74
B2B Student XML Schema file (3.72)Technical GuideB2B, Data Management20/07/2020b2b performance-monitoring-data-managementtechnical-guide3-72
B2B Student XSD file (.zip) (3.72)Technical GuideB2B, Data Management20/07/2020b2b performance-monitoring-data-managementtechnical-guide3-72
One B2B Open Handbook (3.72)HandbookB2B, Data Management20/07/2020b2b performance-monitoring-data-managementhandbook3-72
One B2B Student Handbook (3.72)HandbookB2B, Data Management20/07/2020b2b performance-monitoring-data-managementhandbook3-72
One B2B Student Handbook (3.71)HandbookB2B, Data Management15/04/2020b2b performance-monitoring-data-managementhandbook3-71
One B2B Student Handbook (3.70)HandbookB2B, Data Management11/11/2019b2b performance-monitoring-data-managementhandbook3-70
One B2B Open Handbook (3.69-3.71)Handbook, Technical GuideB2B, Data Management24/07/2019b2b performance-monitoring-data-managementhandbook technical-guide3-69 3-70 3-71
One B2B Personnel Handbook (3.69)HandbookB2B, Data Management24/07/2019b2b performance-monitoring-data-managementhandbook3-69 3-70 3-71 3-72 3-73
One B2B Student and SIMS Primary Handbook (3.69 onwards)HandbookB2B, Data Management24/07/2019b2b performance-monitoring-data-managementhandbook3-69 3-70 3-71 3-72 3-73 3-74
One B2B Student Handbook (3.69)HandbookB2B, Data Management19/08/2019b2b performance-monitoring-data-managementhandbook3-69
One B2B Student Handbook (3.68)HandbookB2B, Data Management03/04/2019b2b performance-monitoring-data-managementhandbook3-68
TG Configuring Attendance Alert (3.65 onwards)Technical GuideAttendance, Data Managementattendance-performance-management-data-monitoring performance-monitoring-data-managementtechnical-guide3-65 3-66 3-67 3-68 3-69 3-70 3-71 3-72 3-73 3-74
B2B Student Schema Explanation and Process (3.65-3.71)Technical GuideB2B, Data Managementb2b performance-monitoring-data-managementtechnical-guide3-65 3-66 3-67 3-68 3-69 3-70 3-71
B2B Student XSD file (.zip) (3.65-3.71)Technical GuideB2B, Data Managementb2b performance-monitoring-data-managementtechnical-guide3-65 3-66 3-67 3-68 3-69 3-70 3-71
B2B Student XSD file (PDF version) (3.65-3.71)Technical GuideB2B, Data Managementb2b performance-monitoring-data-managementtechnical-guide3-65 3-66 3-67 3-68 3-69 3-70 3-71
B2B Student XML Schema file (3.65-3.71)Technical GuideB2B, Data Managementb2b performance-monitoring-data-managementtechnical-guide3-65 3-66 3-67 3-68 3-69 3-70 3-71
ERD – Attendance (3.65 onwards)ERD, Technical GuideAttendance, Data Managementattendance-performance-management-data-monitoring performance-monitoring-data-managementerd technical-guide3-65 3-66 3-67 3-68 3-69 3-70 3-71 3-72 3-73 3-74
ERD – PULSE Aspects, Results and Templates (3.65 onwards)ERD, Technical GuideData Management, PULSEperformance-monitoring-data-management pulse-performance-management-data-monitoringerd technical-guide3-65 3-66 3-67 3-68 3-69 3-70 3-71 3-72 3-73 3-74
ERD – PULSE Key Stage (3.65 onwards)ERD, Technical GuideData Management, PULSEperformance-monitoring-data-management pulse-performance-management-data-monitoringerd technical-guide3-65 3-66 3-67 3-68 3-69 3-70 3-71 3-72 3-73 3-74
One Pulse Handbook (3.65 onwards)HandbookData Management, PULSE03/09/2020performance-monitoring-data-management pulse-performance-management-data-monitoringhandbook3-65 3-66 3-67 3-68 3-69 3-70 3-71 3-72 3-74
One B2B Personnel Handbook (3.65 – 3.68)HandbookB2B, Data Managementb2b performance-monitoring-data-managementhandbook3-65 3-66 3-67 3-68
ERD – B2B Phase 3 (3.65 onwards)ERD, Technical GuideB2B, Data Managementb2b performance-monitoring-data-managementerd technical-guide3-65 3-66 3-67 3-68 3-69 3-70 3-71 3-72 3-73 3-74
ERD – B2B Phase 2 (3.65 onwards)ERD, Technical GuideB2B, Data Managementb2b performance-monitoring-data-managementerd technical-guide3-65 3-66 3-67 3-68 3-69 3-70 3-71 3-72 3-73 3-74
ERD – B2B Phase 1 (3.65 onwards)ERD, Technical GuideB2B, Data Managementb2b performance-monitoring-data-managementerd technical-guide3-65 3-66 3-67 3-68 3-69 3-70 3-71 3-72 3-73 3-74
Installing, Configuring and Using B2B Open Handbook (3.65 – 3.68)Handbook, Technical GuideB2B, Data Managementb2b performance-monitoring-data-managementhandbook technical-guide3-65 3-66 3-67 3-68
One B2B Student and SIMS Primary Handbook (3.65 – 3.68)HandbookB2B, Data Managementb2b performance-monitoring-data-managementhandbook3-65 3-66 3-67 3-68
One B2B:Student Handbook (3.65 – 3.67)HandbookB2B, Data Managementb2b performance-monitoring-data-managementhandbook3-65 3-66 3-67
TG Installing and Configuring the Child Profiling Tool (3.65 onwards)Technical GuideChild Profiling Tool, Data Managementchild-profiling-tool-performance-management-data-monitoring performance-monitoring-data-managementtechnical-guide3-65 3-66 3-67 3-68 3-69 3-70 3-71 3-72 3-73 3-74
RG Student Attendance (3.65 onwards)Reference GuideAttendance, Data Managementattendance-performance-management-data-monitoring performance-monitoring-data-managementreference-guide3-65 3-66 3-67 3-68 3-69 3-70 3-71 3-72 3-73 3-74
RG Print Attendance Details (3.65 onwards)Reference GuideAttendance, Data Managementattendance-performance-management-data-monitoring performance-monitoring-data-managementreference-guide3-65 3-66 3-67 3-68 3-69 3-70 3-71 3-72 3-73 3-74
RG Attendance Period Definition (3.65 onwards)Reference GuideAttendance, Data Managementattendance-performance-management-data-monitoring performance-monitoring-data-managementreference-guide3-65 3-66 3-67 3-68 3-69 3-70 3-71 3-72 3-73 3-74
RG Attendance Code Definition (3.65 onwards)Reference GuideAttendance, Data Managementattendance-performance-management-data-monitoring performance-monitoring-data-managementreference-guide3-65 3-66 3-67 3-68 3-69 3-70 3-71 3-72 3-73 3-74
RG Attendance Aggregation (3.65 onwards)Reference GuideAttendance, Data Managementattendance-performance-management-data-monitoring performance-monitoring-data-managementreference-guide3-65 3-66 3-67 3-68 3-69 3-70 3-71 3-72 3-73 3-74