Syncing Pre-admission, Future Students and Classes in SIMS with Operoo Sync (Group Edition)

Syncing Pre-admission, Future Students and Classes in SIMS with Operoo Sync (Group Edition)

For Group Edition

Student Types
The Operoo Sync syncs the following student types between SIMS and Operoo.
  1. Current students
    1. is a student that is currently enrolled in SIMS
    2. two-way sync available (GE)
  1. Future students
    1. is a student with a future admission date in SIMS
    2. two-way sync available (GE)
    3. Operoo give this student an integrated tag of "Future Students" (Not visible in UI)
    4. Individual "groups" that this student is related to in SIMS  are not synced to Operoo
  1. Pre-admission students
    1. is a student that appears as a pre-admission student in SIMS
    2. one-way sync only (SIMS --> Operoo)
    3. Operoo give this student an integrated tag of "Pre-Enrolled" (Not visible in UI)
    4. Individual "groups" that this student is related to in SIMS  are not synced to Operoo
    1. All student and parent records created for pre-admissions behave the same way as any other existing record in Operoo.  However, pre-admission records modified in Operoo will not be sent to SIMS until the SIMS pre-admissions are converted into student records in SIMS.
    2. For messaging purposes in Operoo, pre-admissions students are treated the same as enrolled students.   Any messages or eForms sent to "All members" will also include pre-admission students.

What happens when pre-admission students become enrolled student?
  1. the student data in Operoo will sync back to SIMS 
  2. duplicate students will not be created because a unique identifier is used to match students.  The unique identifier of the pre-admissions students remains the same after they are transitioned to enrolled students.
  3. similarly, duplicate parent records will not be created because a unique identifier is used to match parents.  The unique identifier of the parents remains the same after the student is transitioned to enrolled students.

Integrated Tags & Filtering
When Operoo syncs a future student, we automatically give the student an integrated tag of "Future Students".  Similarly, we give pre-admissions students an integrated tag of "Pre-Enrolled".  

Integrated tags are not visible in the user interface but schools can create filters for eForms or Groups using smart filters.

Group filter using a Smart Group filter
  1. Select "Dynamic Members (members change automatically based on your criteria)", then "Choose Filter";


  1. Then, select the main school Group on the left (i.e. Walsh Primary School) and on the right under Additional Attributes, expand Integrated and select either Future Students or Pre-Enrolled;


eForm members filter using Smart eForm filter
  1. Select "Dynamic Members (members change automatically based on your criteria)", then "Choose Filter";

  1. Then, select the main school Group on the left (i.e. Walsh Primary School), and on the right under Additional Attributes, expand Integrated and select either Future Students or Pre-Enrolled;

  1. Or, select a Pre-Enrolled Group previously created;


Classes
SIMS classes are also synced into Operoo
The classes and students synced are triggered by the "Effective date" in SIMS for the class.
Classes are synced into the Group section in Operoo in the following structure
  1. Curriculum
  2. Subject
  3. Course
  4. Class
                       




Related articles:



    • Related Articles

    • Syncing Pre-Admission students from Wonde

      For Group and Community Editions Important: This article is for Australian and UK schools only. Depending on the MIS/SIS, Australian and UK schools using Wonde to sync their data to Operoo can also sync their pre-admissions students, and ...
    • Top FAQ's for SIMS schools using the Pre-Admissions feature

      For Group Edition (SIMS Schools Only) Important:  This guidance is only applicable to SIMS schools who use Group Edition.  Below are the most common questions asked by Administrators. If you require any further help, please contact the Operoo Support ...
    • SIMS Pre-Admission eForm Templates - Guidance for SIMS Schools

      For Group Edition ​Important: This guidance and process is only applicable to SIMS schools who use Group Edition. Before selecting any of the SIMS Pre-admission eForm Templates (located under “Use an Operoo Best Practice Parent eForm Template”) ...
    • How to install the Operoo SIMS Sync Agent (Sync-Monkey)

      For Group Edition Pre-requisites The agent requires .net Framework 4.8 installed on the Windows computer The SIMS user account used to run the service must: be able to log in to SIMS have write access to C:\ProgramData\CareMonkey and access to the ...
    • SIMS Pre-Enrolment eForm Data Matching and Verifying eForm Responses

      SIMS Pre-Enrolment eForm Data Matching and Verifying eForm Responses For Group Edition Please ensure you read and understand this article in its entirety. If you need any guidance or have any questions, contact the Support Team or your Customer ...