Part 7. Reference
7.3 Roles and modules
What each role a school starts with can do in each part of Kestrel, and where to find its guide and its training.
Written forRegistrarFront officeTeacherHead of house or yearBoardingTransportBus supervisorFacilitiesHireWellbeingCounsellorLearning supportChild safety officerCase managerDeputy case managerChair of governors or proprietorNursePrincipal and executiveBusiness managerFinancial controllerAdvancementDevelopment managerFoundation boardAdvancement financeEvent volunteerEvent helperCoachITPrivacy officer
How to read the table
Each row is a starting role and lists the areas where it holds a permission. An area may grant only a restricted task, a configuration setting or a read: appearing here does not grant every screen in that area. Use the capability index for the exact permissions. A person who holds several roles receives their combined permissions.
Roles against modules
| Role | Areas with permissions |
|---|---|
| Registrar | Activities, Assessment, Attendance, Billing, Messages, Enrolment, Forms, Medical, Students, Reporting, Staff and accreditation, The school, Timetable |
| Front office | Activities, Assessment, Attendance, Messages, Enrolment, Facilities, Forms, Hire, Medical, Students, Reporting, Staff and accreditation, The school, Timetable, Transport |
| Teacher | Activities, Assessment, Attendance, Messages, Forms, Medical, Students, Reporting, Staff and accreditation, The school, Timetable, Wellbeing |
| Head of house or year | Activities, Assessment, Attendance, Boarding, Messages, Forms, Medical, Students, Reporting, Staff and accreditation, The school, Timetable, Wellbeing |
| Boarding | Assessment, Boarding, Students, Staff and accreditation, The school, Timetable |
| Transport | Assessment, Forms, Staff and accreditation, Timetable, Transport |
| Bus supervisor | Transport |
| Facilities | Facilities |
| Hire | Assessment, Hire, Staff and accreditation, Timetable |
| Wellbeing | Activities, Assessment, Attendance, Forms, Students, Reporting, Staff and accreditation, The school, Timetable, Wellbeing |
| Counsellor | Assessment, Students, Staff and accreditation, The school, Timetable, Wellbeing |
| Learning support | Assessment, Forms, Students, Reporting, Staff and accreditation, The school, Timetable, Wellbeing |
| Child safety officer | Activities, Assessment, Child protection, Forms, Students, Reporting, Staff and accreditation, The school, Timetable |
| Case manager | Assessment, Child protection, Students, Staff and accreditation, The school, Timetable |
| Deputy case manager | Assessment, Child protection, Students, Staff and accreditation, The school, Timetable |
| Chair of governors or proprietor | Child protection, Students, The school |
| Nurse | Activities, Assessment, Messages, Forms, Medical, Students, Reporting, Staff and accreditation, The school, Timetable |
| Principal and executive | Activities, Assessment, Attendance, Child protection, Messages, Enrolment, Forms, Medical, Students, Reporting, Staff and accreditation, The school, Timetable, Wellbeing |
| Business manager | Activities, Advancement, Assessment, Attendance, Billing, Messages, Enrolment, Facilities, Finance system, Forms, Students, Reporting, Staff and accreditation, The school, Timetable, Wellbeing |
| Financial controller | Activities, Assessment, Staff and accreditation, Timetable |
| Advancement | Advancement, Assessment, Messages, Students, Staff and accreditation, The school, Timetable |
| Development manager | Advancement, Assessment, Messages, Students, Staff and accreditation, The school, Timetable |
| Foundation board | Advancement |
| Advancement finance | Advancement |
| Event volunteer | Advancement |
| Event helper | Enrolment |
| Coach | Activities, Staff and accreditation |
| IT | Assessment, Finance system, Forms, Reporting, Staff and accreditation, The school, Timetable, Wellbeing |
| Privacy officer | Students, Reporting, The school |
IT holds no capability on the person record, by design. Administering the system is a different job from reading a child's record, and a school that wants its IT staff to read it grants that on purpose.
Role guides and training
Each role has a guide of the tasks it does, one at a time, in the documentation at "/docs/guides". Families have a guide of their own. The training plan at "/docs/training" has a short course for each role, and each module chapter's training notes name the course to use. This guide is organised by module and by journey, and the role guides are organised by who you are, so use the one that fits the question.
| Role | Guide address |
|---|---|
| Registrar | /docs/guides/registrar |
| Front office | /docs/guides/front-office |
| Teacher | /docs/guides/teacher |
| Head of house or year | /docs/guides/head-of-house |
| Boarding | /docs/guides/boarding |
| Transport | /docs/guides/transport |
| Hire | /docs/guides/hire |
| Bus supervisor | /docs/guides/bus-supervisor |
| Facilities | /docs/guides/facilities |
| Wellbeing | /docs/guides/wellbeing |
| Counsellor | /docs/guides/counsellor |
| Learning support | /docs/guides/learning-support |
| Child safety officer | /docs/guides/child-safety-officer |
| Case manager | /docs/guides/case-manager |
| Deputy case manager | /docs/guides/deputy-case-manager |
| Chair of governors or proprietor | /docs/guides/proprietor |
| Nurse | /docs/guides/nurse |
| Principal and executive | /docs/guides/principal |
| Business manager | /docs/guides/business-manager |
| Financial controller | /docs/guides/financial-controller |
| Advancement | /docs/guides/advancement |
| Development manager | /docs/guides/development-manager |
| Foundation board | /docs/guides/foundation-board |
| Advancement finance | /docs/guides/advancement-finance |
| Event volunteer | /docs/guides/event-volunteer |
| Event helper | /docs/guides/event-helper |
| Coach | /docs/guides/coach |
| Privacy officer | /docs/guides/privacy-officer |
| IT | /docs/guides/it |
| Families | /docs/guides/family |
Settings
An administrator changes what a role has on the "Roles" page of Settings, and gives roles to staff on the staff page.