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Menu Options
The File Menu
The "File" menu contains menu options that deal with ParentEve's
event files, or general operations that affect a whole file in one go.
It contains the following menu items:
- New Event:
Creates a new event from scratch. Selecting this option will open the
"Edit Event Details" window so you can set up the new event
(see Start Working on an Event ).
Use this to create new parents' evenings that the system has not seen before.
- Load Event:
Loads in an existing event from an event file. ParentEve's event files have
the type .PEV and can be stored on disk like normal documents.
See Start Working on an Event for further information.
- Merge Changes:
Allows you to merge someone else's changes into the file you are currently
working on, which is how ParentEve allows multiple people to work on the
same event simultaneously. Please see Merging Changes for
more information on multi-user operation and the merge menu option in
ParentEve.
- Save Event:
Saves the current event back to the file it was loaded from. If there is
no current filename you will be prompted to choose one.
- Save Event As:
Saves the current event to a new filename. You will be prompted to choose
the new name.
- Print Settings:
Allows you to choose the default settings for the print jobs produced by
ParentEve. You can choose what gets printed, how it gets printed and
the sorting applied to printouts.
Please see Print Schedule for further information.
- Print:
Performs a print run using the current event. Selecting this option will
first show the "Print Settings" window to choose what to print, then
show you a print preview so you can check what will be printed in its
final format. If everything is correct you can then print out all the
handouts and sheets for your event.
Please see Print Schedule for further information and examples
of a print run.
- Print Preview:
Shows you what your printouts will look like on paper, without actually
printing them.
- Send Emails:
Sends all emails that are due to be sent. Emails are sent
to any teachers or parents who have valid email addresses defined.
Please see Sending Emails for further information.
- Lock Schedule:
Allows you to lock the current schedule.Locking the Schedule
describes the schedule locking functionality, please see that section
for further details.
- Remove Lock:
Allows you to remove a schedule's lock. This can only safely be done
if you are either reusing an old schedule file for a new event, or
if you have not sent out any emails or printouts yet.
- Exit:
Shuts the program down. You will be prompted to save your work
if there are unsaved changes, and the shutdown optionally can be cancelled.
The Edit Menu
The "Edit" menu contains menu options that change data in the currently
loaded event file.
It contains the following menu items:
- Add Teacher:
Allows you to add a new teacher to the event manually. This is not normally
necessary, as it is far quicker to import a list of teachers from a file.
If you really need to do this, please see Defining Teachers Manually for further information.
- Add Parent:
Allows you to add a new parent to the event manually. This is not normally
necessary, as it is far quicker to import a list of teachers from a file.
However, in some circumstances ParentEve can mis-identify twins,
and to fix this it is necessary to manually add a new parent.
See Parents for further information.
- Add Break to all Teachers:
Adds a break to all of the currently defined
teachers. Breaks can be any length and their start times can be randomly
staggered as well.
See Breaks for further information.
- Edit Teacher:
Allows you to edit the details for the teacher that is currently selected
in the tree control on the left-hand side of the screen.
See Defining Teachers Manually for further information.
- Edit Parent:
Allows you to edit the details for the parent that is currently selected
in the tree control on the left-hand side of the screen.
See Parents for further information.
- Edit Pupil:
Allows you to edit the details for the pupil that is currently selected
in the tree control on the left-hand side of the screen.
See Pupils for further information.
- Edit Event Details:
Allows you to edit the details for the current parents evening.
See Start Working on an Event for further information.
- Edit Email Server:
Allows you to specify or alter the current email server, how to connect
to it and any authentication details needed.
The email server is used to send emails on ParentEve's behalf, so this
must be set up correctly if you want ParentEve to send emails.
See Configuring the Email Server for further information.
- Edit Appointments:
Allows you to edit the appointment requests for the parent or pupil
that is currently selected in the tree control on the left-hand side
of the screen.
See Edit Appointments for further information.
- Edit Scoring:
Allows you to define the length of waiting time that is considered
"acceptable" for both teachers and parents. A waiting time equal to
or less than these times will incur no penalty, but a waiting time
greater than these values will reduce the event's score.
The scoring system is used by the optimiser to reduce waiting times.
Please see Schedule Scoring and Optimisation for further information.
- Delete Teacher:
Allows you to delete the teacher that is currently selected
in the tree control on the left-hand side of the screen.
- Delete Parent:
Allows you to delete the parent that is currently selected
in the tree control on the left-hand side of the screen.
Deleting a parent will delete all pupils for that parent.
- Delete Break from all Teachers:
Allows you to delete a break from all teachers attending the
event. You will be prompted to enter a time, and all breaks at
this time will be removed. It is not an error to remove a break
that does not exist. The time you specify will then be available
for booking appointments.
- Delete All Teacher Breaks:
Allows you to delete all breaks from all teachers attending the
event. This is most commonly used when re-using an old file for
a new event.
- Delete Unbooked Parents:
Allows you to delete all parents who have no appointments, i.e.
parents who are not attending. This is useful as it reduces
the amount of printouts and emails that are sent, and makes it easier
to see an overview of your event.
- Reset Attendance Times:
Allows you to delete all "arriving late" and "leaving early"
times from everyone attending the event.
This is most commonly used when re-using an old file for a new event.
- Delete Appointments:
Allows you to delete all appointment requests from everyone attending the event.
This is most commonly used when re-using an old file for a new event.
See Reuing Last Year's File for further information.
- Delete Parents and Pupils:
Allows you to delete all parents and pupils from everyone attending the event.
This is most commonly used when re-using an old file for a new event, for example
when you use an existing event file for a new school year. In this case the
teachers are the same, but the parents and pupils are new.
Please see Reusing the Teacher List for further information.
The Import Menu
The "Import" menu contains menu options that deal with loading data
into ParentEve from your management system or from files.
This is the usual way of setting up events in ParentEve and is far faster
than entering data manually.
It contains the following menu items:
- Import Teachers:
See Import Teachers for further information.
- Import Pupils:
See Import Parents for further information.
- Import 'Taught By' List from File:
The "Taught By" list is a file in the same format as the Appointment
Requests file described above.
It is entirely optional to import this file, as currently ParentEve
only uses it to cut down the number of teachers on the "Edit Appointments"
window (see Edit Appointments). However, if this window
is too large to fit on your screen it if often useful to import this
to make data entry easier.
- Import Request List from File:
The "Import Request List from File" menu item
allows you to import a list of appointment requests. This is by far the fastest
way of getting appointment requests into ParentEve, and should be
used if possible.
The Export Menu
The "Export" menu contains menu options that deal with exporting data
from ParentEve into files. This is useful if you wish to transfer data
into other systems or create custom reports and mail merges.
It contains the following menu items:
- Export Teachers to File:
Exports a list of all teachers to a file. You will be prompted for a
name to save the file as. The file will be produced in
CSV format with the following columns:
- Full Name
- Initials
- Subject Taught
- Location
- Export Pupils to File:
Exports a list of all pupils to a file. You will be prompted for a
name to save the file as. The file will be produced in
CSV format with the following columns:
- Parents Name
- Pupil Name
- Form
- Export Appointments to File:
Exports a list of all booked appointments to a file. You will be prompted for a
name to save the file as. The file will be produced in
CSV format, with one line per parent. This file is designed
for use in mail merge operations - the file contains
the following columns, which can be set up in your mail merge software:
- Parents Name
- Address 1
- Address 2
- Address 3
- Address 4
- Address 5
- Appointment 1
- Appointment 2
- Appointment 3
- Appointment 4
- Appointment 5
- Appointment 6
- Appointment 7
- Appointment 8
- Appointment 9
- Appointment 10
- Appointment 11
- Appointment 12
- Appointment 13
- Appointment 14
- Appointment 15
- Appointment 16
- Appointment 17
- Appointment 18
- Appointment 19
- Appointment 20
- Export Teacher Handouts:
Exports a text version of all teacher handouts to a text format file.
You will be prompted for a name to save the file as.
- Export Parent Handouts:
Exports a text version of all parent handouts to a text format file.
You will be prompted for a name to save the file as.
The Report Menu
The "Report" menu contains menu options that produce various reports
from ParentEve. All reports pop up in a window which allows you to view
the report, copy it to the clipboard and save it to a file.
The menu contains the following items:
- Teachers with no appointments:
Shows all teachers that have no appointments currently booked.
This is useful to inform teachers that they do not need to attend the
event.
Note that there may be unbooked requests, but these will not show on this report.
- Parents with no appointments:
Shows all parents that have no appointments currently booked.
This is useful to track down appointment request slips that have not been returned.
Note that there may be unbooked requests, but these will not show on this report.
- Pupils with no appointments:
Shows all pupils that have no appointments currently booked.
This is useful to track down appointment request slips that have not been returned.
Note that there may be unbooked requests, but these will not show on this report.
- Teachers with appointments:
Shows all teachers that have appointments currently booked, i.e. teachers that
need to attend the event.
Note that there may be unbooked requests, but these will not show on this report.
- Unbooked appointments:
Lists all unbooked appointment requests for the current event. Requests may be
unbooked if there is no space left in the event, or if a request has been recently
entered and not booked in yet.
- Run a scripted report:
This menu option allows you to choose a scripted report and run it. Scripted
reports are files on the disk that define customised reports in any format you
desire.
They are usually supplied by Millerchip Software Ltd. but it is possible to write
them yourself (or alter existing reports) if you are familiar with scripting.
ParentEve's scripts are written in the Lua language which is a standard scripting
language in wide use throughout the world. There are many resources on the
Internet about programming in Lua if you wish to get further involved in this area.
Alternatively, please contact sales@parenteve.com if you wish to have a customised
report produced for you.
The Action Menu
The "Action" menu contains menu options that represent the major
actions you will need to perform in ParentEve that don't fit neatly into
any other category.
It contains the following menu items:
- Clear and rebook all appointments:
This option clears all of the current appointment times and
rebooks all the parents back in on a first-come-first-served basis.
- Book in only the unbooked requests:
This option searches for any unbooked requests, and books
them in. It leaves the existing appointments untouched and should be
used after entering any new requests for parents to see teachers.
- Optimise:
Automatically optimises the schedule. This operation attempts to
reduce the waiting time (increasing the schedule's score) by
rearranging appointments. It is important to optimise the schedule
once all appointment requests have been received.
See Optimise Schedules for further information.
- Enter Unlock Code:
This option is used to enter new unlock codes when you register your
copy of the software.
Please see Registering the Software for further information.
The Help Menu
The "Help" menu contains menu options that provide simple information
about your current installation or new versions of the software.
It contains the following menu items:
- Check for Updates:
Checks the parenteve.com website for newer versions
of ParentEve. If it detects that a new version is available, it will
allow you to download and install the new version easily.
Please note that your school may have blocked direct downloads of
programs from the internet. If this is the case, please contact your
network administrator for assistance in downloading any new versions.
- About:
Shows a small window that contains various pieces of information about
your current installation and event.
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