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Wauton Samuel Open Day Friday 10 th January 2013 WELCOME. Presented by : David Waugh Jan Spaticchia Abdul Muhaimin Michael Hooper Jayne Hooper Moira Dunn. David Waugh - Introduction to the day. David Waugh - Introduction to the day. Our Core Purpose. To create magical solutions

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Presentation Transcript
slide1

Wauton Samuel Open Day

Friday 10th January 2013

WELCOME

  • Presented by :
    • David Waugh
    • Jan Spaticchia
    • Abdul Muhaimin
    • Michael Hooper
    • Jayne Hooper
    • Moira Dunn
our core purpose
Our Core Purpose
  • To create magical solutions
  • We create magical solutions which bring order and clarity to complex problems
  • To empower people
  • We empower people to work to their full potential and achieve results that they never thought possible
  • To make a real difference
  • We make a real difference through passionate people who strive to deliver excellence in everything they do

We are

the future

slide7

Our Core Values

Integrity

Taking an open, honest and ethical approach to what we do.

our core values
Our Core Values

Quality Service

Quality service as measured by our customers, delivered by outstanding people who really care

our core values1
Our Core Values

Innovation

Finding new, exciting and highly efficient ways to solve challenges

our core values2
Our Core Values

Reward

Creating a nurturing environment where everyone feels challenged, contributes effectively and is fairly rewarded.

our core values3
Our Core Values

Determination

Being clear about what we want to achieve and not letting anything

stop us from getting there

our core values4
Our Core Values

Flexibility

Adopting a highly flexible approach by listening to our customers, understanding their needs and going the extra mile

slide13

give your customers a

damn good listening to

our core values5
Our Core Values

Integrity

Taking an open, honest and ethical approach to what we do.

Quality Service

Quality service as measured by our customers, delivered by

outstanding people who really care

Innovation

Finding new, exciting and highly efficient ways to solve challenges

Reward

Creating a nurturing environment where everyone feels challenged,

contributes effectively and is fairly rewarded.

Determination

Being clear about what we want to achieve and not letting anything

stop us from getting there

Flexibility

Adopting a highly flexible approach by listening to our customers,

understanding their needs and going the extra mile

david waugh
David Waugh
  • Chairman and Chief Executive
  • The ‘Wau’
  • Determined, organised and focussed
abdul muhaimin
Abdul Muhaimin
  • Managing Director
  • 12 years
  • Previously administrator at Ofsted inspections
jan spaticchia
Jan Spaticchia
  • Non-Executive Director
  • Chairman & CEO – The énergie Group
  • 18 years experience in general business and marketing
  • Formerly advisor to major groups including Marriott and Ernst and Young
michael hooper
Michael Hooper
  • Development Manager
  • 9 years
  • Likes Cold Beer
slide21

Adam

Clinton

Kim

slide22

Jayne Hooper

  • Client Support Manager
  • 16 years
  • Organised, Committed and a Mother
slide23

Sam

Moira

Robyn

Linda

Michelle

Jasmine

Alex

Kim

Simeon

William

slide24

Shirley Grace

  • Finance Specialist
  • Since Wauton Samuel started!
  • Honest, Dedicated and Reliable
chris edmund
Chris Edmund
  • IT Technician
  • Reserved, Polite, Quiet
  • Chicken pie and chips
slide26

Robyn

Ines

imls framework
IMLS Framework
  • Information Management and Learning Services
  • Created to provide Local Authorities and schools:
    • Easy and trusted purchasing routes
    • Validated software suppliers and products
    • Local Authorities to tender
    • Open the marketplace
  • Over 4 months work to become a verified supplier:
    • Included practical tests by DfE
    • Written processes of key areas such as assessments
    • Financial verification
finance for academies
Finance for Academies
  • Adapting software to cater for new academies and existing schools
  • Meeting YPLA and EFA requirements
  • Changed to meet external company accounting
  • Updates to meet HMRC VAT requirements
  • No extra charges to our schools transitioning to academies
finance to sws
Finance to SWS
  • Development took longer than expected
  • All functions complete
  • User testing phase
  • User test group - volunteers
  • Looking for early adopters
  • Little or no retraining required
swf in sws
SWF in SWS
  • School Workforce Return changes ready for November 2014
  • Everything you need in School Web Services
  • Employee management
  • Safeguarding
  • Summary reporting
la and dfe returns
LA and DfE Returns
  • Continued updates of all software to meet statutory returns
  • Continued updates of all software to meet LA requirements
  • Working with third party software i.e. target tracker, atomwide, lgfl
  • DfE Software supplier meetings
eyfs statutory developments
EYFS Statutory Developments
  • Full development of EYFS statutory framework
  • Ready from July 2012
  • Detailed analysis in SWS automatically converts to statutory return in PASAPP
  • Already included in SWS
  • No extra charge
slide43

Client Support

Presented by :

Jayne Hooper

slide45

Client Survey

Thank you

slide54

Comments from Survey

Telephone Support: Score 5 - ‘Always very helpful’

Telephone Support: Score 2 - ‘Takes a long time to resolve an issue’

Telephone Support: ‘Call backs….!!!!’

  • Telephone Support: Score 5 - ‘Always helpful and always get a solution’

Telephone Support: Score 5 - ‘Excellent patience of a saint - if any of you need adopting let me know’

finance support
Finance Support
  • Shirley Grace
    • With Wauton Samuel since it first started
    • Expert School Finance Support
  • Anne Sanders
    • Available from April – on site support
    • Expert School Finance Support
  • April Mart
    • Available for bursarial ad hoc appointments
    • Expert School Finance Support
slide58

Wauton Samuel

Product Development

Presented by :

Michael Hooper

slide59

Current Market Conditions

  • Increasing trend to utilise Web Based Products as opposed to Windows Applications
  • Suppliers are finding it difficult to develop new web based products or convert existing Windows Applications
    • New products have lack of depth of information
    • Older converted products have unwieldy interfaces
  • Future changes in DfECensus Collections in 2016 require planning of development resources
  • We are in an advantageous position of having over 15 years of product development available in Pasapp, School Workforce and Finance, and a relatively new web based product allowing us to be flexible in its conversion.
slide60

Where We Are

  • Finance Application 100% Converted to web based application and undergoing system testing, available for Beta Testing
  • Lessons learned from finance conversion being used in Pasapp Conversion
slide61

Browser Based Software

Client machines just need a web browser:

IE

Chrome

Firefox

Safari

slide62

Browser Based Software

Client machines just need a web browser:

IE

Chrome

Firefox

Safari

Can be used on a range of devices:

tablets

pda’s

pc

Apple Mac

Laptops

slide63

Browser Based Software

Client machines just need a web browser:

IE

Chrome

Firefox

Safari

Can be used on a range of devices:

tablets

pda’s

pc

Apple Mac

Laptops

slide64

Browser Based Software

Client machines just need a web browser:

IE

Chrome

Firefox

Safari

Can be used on a range of devices:

tablets

pda’s

pc

Apple Mac

Laptops

slide65

Browser Based Software

Client machines just need a web browser:

IE

Chrome

Firefox

Safari

Can be used on a range of devices:

tablets

pda’s

pc

Apple Mac

Laptops

slide66

Where We Are

  • Finance Application 100% Converted to web based application and undergoing system testing, available for Beta Testing
  • 60% of PASAPP already in School Web Services
  • Lessons learned from Finance conversion being used in PasappConversion
  • PasappAccess Version Available with fresh look and all 2014 Census Updates following Census testing
slide69

Where We Are

  • Finance Application 100% Converted to web based application and undergoing system testing, available for Beta Testing
  • Lessons learned from finance conversion being used in PasappConversion
  • New Pasapp Access Version Available with updated display and all 2013 Census Updates following Census testing
  • Pasapp in early stages of conversion to web based application
  • More focus being put onto development requests being developed and released
  • More focus will be required in planning for future DfECensus changes
slide70

2014 Development Plan

  • Pasapp Conversion
    • We will be converting Pasapp one menu area at a time
    • Before starting each menu area we are reviewing any outstanding development requests for that menu area and attempting to implement your suggestions while moving through the conversion
    • We will increase the number of WSSWS releases and keep users up to date with what features have been included in each version
  • Release of a new WSSWS Dashboard and controls to enable a better overview of school characteristics.
  • Planning for DfESchool Census replacement
break
BREAK
  • See Abdul about signing up for text messaging?
  • Are you making best use of Assessment tracking?
  • Are you using EYFS in SWS?
  • See Moira to sign up for IT Support today!
  • Do you want to get involved in testing?
  • See Jayne to sign up for the focus group!
  • Remember to complete your feedback cards!
slide73

Pasapp Upgrade Issues & Solutions

  • Issues with Patches since clients moved from Windows XP
  • Issues with Browser Security making patches harder to download
  • WS Automatic Upgrade only works when run as administrator
  • Not always clear whether a new version is required
    • We are going to use digital certificates to improve the download experience and improve security
  • We are writing an update service that will prompt you when a new version is available
  • The prompt will tell you what is new in the version so you will not need to continue visiting the website to get these details
  • The service will need to be installed using administrative rights so all users of the computer will be updated in single go.
school web services live demo
School Web ServicesLive Demo

Presented by :

Moira Dunn

www wautonsamuel co uk
www.wautonsamuel.co.uk
  • Easy to navigate
  • Easy to update
  • Clear, concise and user friendly
  • Flexible for us to provide you with more targeted information
  • We would love to hear your feedback and ideas!
slide76

School Census

Presented by :

Jayne Hooper &

Michael Hooper

slide77

School Census Spring 2014

Version of PASAPP

  • 9.6.3 release date 13th January 2014

Time of Day

slide78

New and Updated Items

  • Top-Up Funding - This information is collected for each pupil in a school on roll on Census Day for whom the school receives top-up funding from the local authority or in the case of a PRU another school. Top-up funding from the local is supplied from the local authority from their high needs budget directly, or in the case of PRUs though other schools, to meet the additional costs of support for individual pupils.
slide79

New and Updated Items

  • Adopted From Care - due to confidentiality this information is only stored temporarily at the time of each census - This information is collected for each pupil in a school on roll on Census Day who were looked after immediately before adoption. It will be up to those who have parental responsibility (adoptive parents, special guardians and carers) to decide if they wish schools to know whether such children have been adopted, or are under a special guardianship order or a residence order.
  • Accepts a new FSM meal rate type of other - useful for children with parents in Armed Forces or receiving free meals for reasons other than deprivation.
  • Admission Appeals & Infant Admission Appeals in Academies - Schools of type Academy (49) are now required to return information on admission appeals for September 2013. This means that for all schools that are their own admissions authority, information is required on the number of appeals lodged, withdrawn, heard, rejected and decided in favour of the parents for all appeals lodged before 1 September 2013.
slide80

What’s Collected

  • Excluded Pupils
  • Permanent exclusions in the previous academic year will be collected in the Spring Census
  • Attendance Periods
  • Start of the Autumn term (from 01/08/2013) to 31/12/2013
  • FSM Periods
  • FSM since the previous Census i.e. on or after 04/10/2013 and up to including the Spring Census Day
slide81

What’s Collected

  • Pupil Funding Ages
  • 15 hours
  • Pupils Aged 2 at 31st December 2013
  • Pupils Aged 3 at 31st August 2013
  • (DOB is between 01/01/2009 and 31/12/2011 inclusive)
  • (DOB is between 01/09/2008 and 31/08/2009 inclusive)
  • 25 hours
  • Pupils Aged 4 at 31st August 2013
  • (DOB is between 01/09/2008 and 31/08/2009)
slide82

Errors and Fixes

  • Error: Rank 1 SEN Type must be provided for pupils with SEN Provision of 'P' or 'S‘
  • Go into:School Census/Maintain Pupil SEN/Select Child/Type of Need. Rank them in order of the greatest need
  • Error: Activity is missing for Mars
  • Go into: School Census/Classes/Ensure activity is completed for every class
  • Error: Pupil reconciliation does not match
  • Go into: School Census/Classes/click on Clear at bottom of screen and re run census
  • Error: Pupil with SEN Provision of S (statement) reported not to be in receipt of top-up funding, please check if this is correct.
  • Go into: School Census/Top up funding/Tick whether child receiving Top Up Funding
  • Error: Invalid Post Code - SE15
  • Go into:School Census/Update Pupil/Enter Childs Name/Amend postcode as necessary
slide83

Errors and Fixes

  • Error: Childs Funded Hours Missing
  • Go into: School Census/Funded Hours/Enter appropriate hours for all 2, 3 and 4 year olds/Select update all 2, 3 and 4 year old/close screen
  • Error: Hours at Setting missing
  • Go into: School Census\Hours of Setting
  • Error: No details of admissions appeals found
  • Go into: Click Admission Appeals then enter admission appeals information or if you don’t have any, enter 0
  • Error: No source of Ethnicity found for this pupil
  • Go to: update pupil and put in the details
slide84

Errors and Fixes

  • Error: Where first line of address is present second also must be
  • Go to: update pupil and put in full address
  • Error: Class type and year group not compatible
  • Go to: update pupil and check they are in the correct year group and recheck date of birth and check the year group of curriculum
  • Error: Please check sessions
  • Go to: attendance and check no information has been generated or entered for holidays or during school closure periods. DfE do not count # or Y in the collections, these can remain.
  • Error: Year group or key stage not consistent
  • Go to: housekeeping/year groups and check that the academic year of births are correct
slide85

Summary Report

  • Please!
  • Check the Summary Report
slide86

School Workforce 2014

Presented by :

Jayne Hooper &

Michael Hooper

slide87

How To Avoid SWF Problems

  • Use SWF to load ALL employee details

EMPLOYEES

slide88

How To Avoid SWF Problems

  • The tick box ‘Include on School Workforce?’ on each employee record should be completed when loading if they should be included
  • Enter an employees Qualifications
  • Enter an employees Contract Information
  • Enter an employees Pay and Conditions
  • Ensure that you have entered ‘Eligible to Teach’ if they can
  • Ensure that all teacher have a ‘Teacher Number’
slide89

How To Avoid SWF Problems

  • Import FinanceStandingData.mdb when it is released
  • Run SWF Returns regularly, print & use the summary report to observe changes in school employment & attendance patterns
  • Check the Summary Report – if you only have one member of staff in school this is a good induction that the employee data isn’t quite complete
  • Wauton Samuel can provide SWF Health Checks to resolve common issues over the Summer Holiday
  • New Report to be developed to show employees included in the return and those that haven’t along with reasons
  • New Function being developed to allow users to manually override a spine point if schools no longer use DfE’srecommended Spine Points
slide91

People can be

divided into

three groups

slide92

those who make things happen

those who watch things happen

those who ask ‘what happened’?