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Wellbeing Manager Configuration

Course overview

Adjust the Wellbeing Manager module to match your school’s terminology and requirements. You can customise things such as the pastoral flag, life events and even decide who has access to see what with user permissions and visibility groups.


This course is designed for those who will be responsible for configuring the Wellbeing Manager module and who have full module access.


17 minutes

Previous knowledge

Basic iSAMS navigation required, along with some familiarity of the Wellbeing Manager module. We recommend that you complete the following courses before this one:
  1. Welcome to iSAMS 
  2. Introduction to Wellbeing Manager


Although accessible on all devices this course works best on a desktop or laptop PC. A headset or speakers are recommended. 

Course contents

What is Being Covered?

  • What is being covered?

Permission Levels and Visibility Groups

  • Keep Confidential Data Safe
  • Module Permissions
  • User Permissions
  • Visibility Groups

Reference Data

  • What is Reference Data?
  • Concern Reference Data
  • Life Event Reference Data
  • Pastoral Flag Reference Data
  • Indicators Reference Data
  • Pastoral and Life Event Flags in Other Modules

Notifications and GIRFEC

  • Notifications

What's included?

  • Step by step instructions
  • Multiple animations
  • Interactive elements
  • Trainers guidance

Manage user permissions and visibility groups

Manage reference data

Adjust notification settings

Meet the instructor

Alex Rowan

E-Learning Content Developer
As an Content Developer who joined iSAMS in 2021, Alex has contributed to the creation of high-quality, engaging content with iUniversity.

Away from work, Alex enjoys spending time with her family and two dogs, playing football, and travelling.