Setting Up Insights and Analytics for Curriculum Led Financial Planning

Overview of the process

• Ensure you have a SIMS-ID account
• Activating the Insights and Analytics application in the SIMS-ID Tile Store
• Setting up the People Service
• Configuring SIMS Services Manager to extract SIMS and FMS data from your school
• Approve which staff are to have access to CLFP in SIMS-ID
• Complete school specific settings in CLFP and start using the dashboards

Ensure you have a SIMS-ID account

After you sent your contract back, we will check if your school is setup with SIMS-ID and whom the SIMS-ID administrators are. If you are already using SIMS-ID, we will inform you of your school’s SIMS-ID administrators. If your school is not setup with SIMS-ID, then we will activate this for your school and provide you with the first SIMS-ID administrator username and password. Please expect to hear from us with your SIMS-ID status and relevant information.

Your school will be setup with SIMS-ID if you are using any of the following SIMS products: