PlanCheckGo - Staff Drop Downs

The school will need to determine which staff members are to appear in the following drop-downs to receive notifications for various excursions. 

The process of populating these drop-downs differs depending on whether your school has PlanCheckGo with no integration, an Operoo integration or a TASS integration.

Operoo Integration 

Note: Not all schools with an Operoo integration will manage their users this way, however, we do recommend it for ease of use and to make it easier to adopt future enhancements to the product. Staff drop-downs can be managed via this method or the following method. 

As part of CompliSpace’s integration with Operoo, the ‘Lead Teacher’, ‘Pre Approver’, 'Final Approver' and ‘Administrator’ drop-downs in the proposal stage of PlanCheckGo can be populated by data in Operoo.

The following three staff groups in Operoo will need to be created:

• complispace_pcg_users – populates the Lead Teacher and Alternate Lead Teacher drop-down (if Alternate Lead is activated). It also populates the section in the proposal for any additional teachers attending the excursion. 
• complispace_pcg_approvers – populates the Pre Approver and Final Approver drop-downs
• complispace_pcg_admin_assistants – populates the Administrator drop-down

The naming of these groups must match the above. 

Some staff may be required in each drop-down depending on their role. Please note that staff have to be selected before adding to the groups. 

Here is an article which explains how groups can be created in Operoo. You will then need to allocate staff to the groups within the Operoo application (select them first) and their names will appear in the PlanCheckGo drop-down fields. 

PCG Standalone (No integration) or TASS Integration

The ‘Lead Teacher’, ‘ Pre Approver’, 'Final Approver' and ‘Administrator’ drop-downs in the proposal stage of PlanCheckGo are populated via a bulk import spreadsheet upload, housed in SafeTripBuilder. Here is an article which will take you through how to upload this spreadsheet yourself. You can also add people to these drop-down fields by 'creating' a user one by one. 

If you would like your Onboarding Coordinator to support this process, please use this spreadsheet -  populate and provide the updated spreadsheet to them. It must contain:

• a full list of Teachers (First Name, Last Name and Email)
• a full list of Approvers (First Name, Last Name and Email)
• a full list of Administrators (First Name, Last Name and Email)

Some staff may be required in each drop-down depending on their role (I.e. you can be a Teacher and an Approver, this is dependent on your school). 

Add the letter Y to the spreadsheet to indicate which role the staff member requires.