Configuring Settings - Find out how your system can be configured

New Academic Year

Our updated guides support you in preparing for the new academic year. Learn how to set default filter dates for reports such as: Monitoring, Development Plan, and My Staff, so the system automatically returns data relevant to the new period. These step-by-step guides walk you through setting up the new academic year with ease.

School Settings

Learn how to manage your school settings in iP, including key configuration options that control how the platform works for your organisation.

How do I add/edit the academic year?

Learn how to add or edit the academic year, setting up the correct term dates and timeline for your organisation’s activities.

How do I add departments?

Learn how to add or manage departments in iP, ensuring your organisational structure is set up correctly for reporting, reviews, and staff alignment.

How do I add key stages?

Learn how to add and manage key stages in iP, ensuring your school structure is accurately reflected for reporting, reviews, and staff alignment.

How do I change the settings for staff member portfolios?

Learn how to change staff member portfolio settings in iP, controlling what evidence, documents, and information can be added and viewed within portfolios.

How do I turn notifications on for the system?

Learn how to enable system notifications in iP, allowing staff to receive automatic alerts and updates for important actions and deadlines.

How do I turn individual notification emails on or off?

Learn how to turn individual notification emails on or off in iP, giving users control over the alerts and updates they receive.

How do I set up the next review cycle?

Learn how to set up the next appraisal review cycle in iP, ensuring dates, settings, and reviews are ready for the year ahead.

How do I add/edit/remove pre-set filters for my report screens?

Learn how to filter reports in iP to quickly find the information you need and tailor report results to your specific criteria.