Creating a new user and activating their account
- Head to the Admin tab in your top navigation
- Select Users and Groups, Manage Users
- Select Create New User
- Complete the individual's name, email address, and any other fields
- You can choose to send an activation email when creating the account by selecting Create new account and send activation email
- Alternatively, you can send the email later by selecting Users and Groups, Manage Users
- Select Send Activation Emails
- Chose the individuals and then select Send Activation Emails
Activation emails last for 72 hours so if the user does not receive the email or is unable to activate their account in this time, you can resend the email or contact our support team for assistance at support@blueskyeducation.co.uk.
Setting user permissions
- Head to the Admin tab in your top navigation
- Select Opal Review, Admins, and Facilitators
- Find the individual whose permissions need updating
- To assign an individual as a Facilitator, toggle under Facilitator
- To assign an individual as an Administrator, toggle under Admin
- Select Update all
- The Opal Facilitator tab will appear in Facilitator's top navigation and the Opal Review tab will appear in Administrator's Admin area
Creating bespoke frameworks
- Head to the Admin tab in your top navigation
- Select Opal Review, Frameworks
- Select Create Framework
- Title the framework and add a description if you wish
- Add your first category and select Create category
- Add the statements within your first category and select Save
- Repeat the process for your next category
Statements should be phrased appropriately for both Reviewee and Reviewer.
Duplicating frameworks
- Head to the Admin tab in your top navigation
- Select Opal Review, Frameworks
- Select Duplicate Framework to preview the global frameworks available
- Select Duplicate
- You can personalise the title of the framework and description by selecting Edit
- You can customise the categories and statements by selecting the title
- If you make any amendments, select Save changes
Creating a template from a framework
- Head to the Admin tab in your top navigation
- Select Opal Review, Templates
- Select Create template
- Select the framework you wish to use
- Title your template and add a description if you wish
- Drag and drop the statements within each category, that you wish to use
- You can reorder statements and categories as necessary
- Selecting Save will save the template in draft, this will not be visible to Facilitators yet
- Selecting View will provide a preview of the template you have created
- The timeline at the top allows you to move between each category
- So Facilitators can use the template, select Edit and toggle Publish on
- Select Save
- Once templates have been used they can no longer be edited, however, they can be unpublished
Reassigning Facilitators
- To reassign a Facilitator on a Review, head to the Admin tab in your top navigation
- Select Opal Review, Manage Opal Reviews
- Find the review you wish to reassign by reviewing the list or by using the filter
- Select Edit
- Change the Facilitator associated with this review by selecting a new Facilitator from the drop-down
- Select Save
If you would like support or have any questions, please reach out to our support team at support@blueskyeducation.co.uk.