SIMS Housekeeping
It is important to keep the data that is held within your SIMS system up-to-date and accurate.
Below are some suggestions for Housekeeping routines you can run in SIMS to check that your data is correct, along with guidance on how to complete these routines in SIMS.
SIMS Module | Routine | Guidance |
Tools | Validate Memberships and Database Diagnostics | Validate Memberships & Database Diagnostics – Frequently Asked Questions |
Attendance | Deal with Missing Marks | Deal with Missing marks in SIMS – Frequently Asked Questions |
Student Records | Run a report on student addresses and check all pupils have the correct address entered on their Student Record | Reports > Run Reports > Focus > Student > Run the report titled “Addresses” |
Student Records | Check that the Parent/Guardian contact details are not recorded in panel 4 of the student record. Parent/Guardian contact details should be recorded in the Family/Home panel (panel 5). | Check panel 4 and 5 of the Student Record |
Student Records | Updating Mailing Point in Bulk | Updating Mailing point in SIMS – Frequently Asked Questions |
Student Records | Updating Parental Salutation in Bulk | Bulk Updating Parental Salutations – Frequently Asked Questions |
Student Records | Check that Parental Consents are up to date and bulk update if necessary | Bulk Update Parental consent – Frequently Asked Questions |
Students Records | Run a report on Parents/Guardians and check each pupil has a Primary Guardian with the Parental Responsibility and Correspondence fields ticked. | Report for checking Parental Responsibility and Correspondence tick in SIMS – Frequently Asked Questions |
Student Records | Delete Unlinked Contacts | How do I Delete Unlinked Contacts? – Frequently Asked Questions |
Core | Make sure all addresses are validated and accurate | Validating Addresses in Bulk |
Personnel | Check that all staff have a work email address | Check all staff have a work email address in SIMS – Frequently Asked Questions |
Personnel | Send out the Staff Data Collection Sheet to all staff to check the data you hold for them | Staff Data Collection Sheet Report – Frequently Asked Questions |
Personnel | Check Pay Related information in SIMS Personnel | Maintaining Pay Related Information in SIMS – Frequently Asked Questions |
Diary/Academic Year | Check your Academic Year has the correct term dates, holidays, INSET days, bank holidays and other non pupil days entered. | Academic dates in SIMS – Frequently Asked Questions |
Contacts | Tidy and Merge Addresses | Tidy and Merge Address Routines – Frequently Asked Questions |
Contacts | Delete Unlinked Persons from SIMS | Deleting Unlinked Persons from SIMS – Frequently Asked Questions |
Agents | Merge Agents and Agencies | Housekeeping: Merging Agencies and Agents – Frequently Asked Questions |
Academic Management | Update Courses | Managing Courses in SIMS – Frequently Asked Questions |