Accessing Student Overview & information displayed

• Log in to Morrisby Manager
• From the homepage, click ‘Students’ in the left-hand menu
• This opens the overview page, showing all students linked to your account
• View Student name, sign-up date, last login, Year group, tutor group, house, education level and Action plan status
• You will also be able to view Careers and course preferences
• SEN, EAL, and pupil premium status will also show if this was shared:
  • ⚠️ Amber triangle = EAL or Pupil Premium
  • E = Education, Health and Care Plan (EHCP)
  • K = SEN support

Searching and Filtering

• Use the search box to find a student by name
• Use the filters to:
  • Filter by year group, tutor group, or custom groups
  • View by favourite careers, account type, profiling completion, and aspirations
• Select ‘Clear All' to return to the full student list

Navigating Tabs

• Move between tabs for additional data:
  • Assessment - progress on assessment and questionnaires
  • Activities - overview of all logged activity sessions
  • Meetings - overview of all logged meetings and meeting notes
  • Frameworks - Gatsby Benchmarks and Skills Builder
  • Higher - Subject references, Predicted grades, and Personal statement progress
  • Work Experience - tracking placements

Taking action on Student accounts

• Select one or more students.
• Click the ‘Actions’ button (top right) to:
  • Assign/remove/add to groups
  • Activate or deactivate profiling
  • Reset assessments or vocab tests
  • Lock/unlock results
  • Generate reports (e.g., select all>Actions>Generate Reports)
  • Download student data (e.g., face-to-face meeting records)
  • Send invite emails to new students
  • Send password reset emails
  • Create recovery codes
  • Email students directly
  • Add or import students
  • Delete or mark students as leavers (contact Morrisby Support if the option is not visible under Actions)

Watch the detailed guide below or open it in a new tab via this link: How to use the Student Overview in Manager