How to Access How to Access Reach on web browser
Once you have registered at your new school, the staff will create a personal profile for you in the Reach portal, then connect (associate) you to your child and any additional student profiles to which you will become an authorised host.
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Alternatively, your school may have emailed you an invitation to login to their Reach portal, if so, follow the prompts in the email and login.
Notes for logging in to Reach:
Some schools will use a procedure called Single-Sign-On and you may be able to access Reach by using the same user credentials that you use to access other school systems.
Your user details will be confirmed for you by the school with a Welcome to Reach email once your profile has been created in Reach.
If your identity cannot be authenticated, then you will be presented with an error message. Please retry your credentials and click Sign-In.
If you continue to get an error message then please contact your school and they can reset your credentials for you.
The Reach portal login is case sensitive to upper and lower case text, so be aware during login.
Once you have logged in, you can manage your details/settings via the My Account section.
Click on the area of your name/Reach logo/profile photo in the top right corner, then click Account, update/change details as required, then click Save.
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How to navigate using the browser view
The navigation sections of the Reach Portal screen are the Main Menu, Header Bar, and My Account.
The available functions and features will differ with the access settings that the school has set for parent access and the modules in Reach that your school is using.
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Main Menu
The icons on the left-hand side of the screen, are the Main Menu, this list provides you with quick access to the software functions. Click an icon to reveal the mini menu within each function.
Reach Header Bar
The icons across the top of the screen are indicators of functions or quick links to your available features.
Three Lines Menu
Click this to expand or collapse the Main Menu, to show icons only, or icons plus titles
Cloud
Glowing green indicates you are currently online
Bell
Click this to open the Notifications Mailbox, the Bell will change colour to notify of incoming messages
Calendar
Click this to open the Calendar tab
Lightning Bolt
This is Pulse, and it indicates the Reach portal is actively connected to the main server for fast updates
Question Mark
Click this to open the Reach support website in a new browser window - https://support.reach.cloud
Chat Bubbles
Click this to open the Reach-Now Communications module
My Account
In the right-hand corner of your Reach screen, you will see your name and your profile image. The Reach Logo will appear if no image has been loaded. Click this area to open the drop-down menu, the menu options are; My Account, Messages, Help, and Lock Screen.
My Account
Once clicked, this will open in a new tab, here you can update/change the details of the following sections; Personal, Address, Security, and Theme. Once you have made the required updates and changes, click Save.
Messages
Once clicked, this will open the My Mailbox tab, this is the same as clicking the bell icon from the top menu bar.
Help
Once clicked, this will open in a new tab, this is docs.reach.cloud, a Reach software information portal.
Lock Screen
Once clicked, will lock the Reach portal browser window, to unlock, your personal Reach PIN is required.
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How to use the Home Dashboard
Once you have logged in, the sections that you are presented with are for easy viewing and quick access to the main functions.
The page tabs (currently showing Calendar & Home) allow you to work on many things at once. Each item that you are working on will open as a new tab across the top of your dashboard screen. When using Reach you can easily switch between these tabs at any time, without losing any data on other pages, a tab will glow orange to alert you to unsaved changes on that page.
The Home Tab standard features are widgets or sections where you can see; Events, Current Leave, and Historic Leave.
The options that you see here will depending on the modules that your school uses in Reach however Current Leave and Historic Leave will always be visible.
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Current leave requests
This section shows any upcoming leave events that may require action by you or staff.
For extended details about 'How to Create Leave Requests', please scroll down to the Leave section of this document.
Historic leave requests
This section provides a history of leave items. Click any historic event to view the details of that event.
Events
If your school is using the Recreation Events Manager module and it is enabled you will see the Events table.
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Available for Sign-Up displays a list of events that are available for your student to register for. If you click the 'View' button, a pop-up will provide details of that event and the action buttons provided are 'Register, 'Decline', and 'Cancel'.
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Managing Leave
How to Create a New Leave Request
To create a leave request, click the green Create Leave Request button on the Home tab of your dashboard, or click the suitcase icon in the left-side main menu and select Create Leave Request, each option will open the Leave Details screen.
If you only have one student associated to you then by default their name will appear in the 'Student' section. If you have multiple students associated to you then the selector icon will appear so that you can select the required students.
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Then, continue to follow the prompts to enter your required details, the majority of the fields are drop-down menus and they will guide you towards your appropriate selections, when ready, complete and save the form.
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When |
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a student logs |
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in to Reach with their login, they only have access to create leave requests for themself |
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. Those requests will then need to be approved by parents and staff. |
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The example form below has been highlighted to better explain the functions of creating a leave request.
The fields marked in green are all drop-down selector menus. Simply select the relevant field for your request.
The fields marked in yellow are for free text fields
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where you add details or notes as required.
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Leave Types and Methods of Transport drop down selection lists are created and managed by your school. |
Host dropThe Host drop-down menu will only show the pre-approved parents, guardians, and hosts that are asssociated to the student. The hosts that your child can go on leave with are authorised by you as parents and connected ( associated ) to the profile of that student by the staff at your school.
If the host that you want to select for a leave event is not displayed in the list it is likely that either;
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(2) they have not been connected (associated) via the personal profile of that student as an approved host.
The Destination field is compulsory and in some instances (when set by the school) the Notes section may also be compulsory.leave cannot be submitted unless this field has data entered.
The Notes section may also be a compulsory field if the school has set this to be compulsory.
Recurring Leave
The Recursionfield, highlighted blue, allows you to create recurring patterns for the leave request.
This is ideal for regular, recurring leave requirements such as external tutoring, music, or sporting activities. It is available only when the school has enables recurring leave for the Leave Type that you are using.
This field is set to 'Once Off' by default. Click You can click this field to and choose Select Pattern in order to create a recurring pattern for your leave request.
Once you have chosen this item, the Recursion Recurring Pattern field will open.
Select the type of pattern - every week or every 2nd, 3rd, 4th week
Select the days of the week for the recurring event
Select the For drop-down menu, to determine the duration of the recurring leave. You can select between - an expiry date (Until Date) or for a number of instances (X Times)
Until Date - provides a calendar, once clicked you can select a completion date
X Times - provides a field to enter the number of times you would like the event to occur
Recurring events only require approval once by parents and staff, then each event will be available as the time/date occurs
Once you have entered the required details, click the save button. The leave details screen will then close.
Pending Leave Requests
Newly created leave requests will appear in the current leave section of your dashboard, shown as pending.
Newly created leave requests will appear in the current leave section of your dashboard, shown as pending.
NOTE:
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The school conrrols how leave is approved For each Leave Type the school determines
Not all requests generated will remain pending. Some may auto-approve |
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once the details have been submitted depending on how the school has determined that the leave type will become approved. |
If you are required to approve a leave request you will receive an automatic notification from Reach detailing the leave request. You will be able to approve the leave request from the notification that you receive or you can approve the leave by logging in to Reach.
On the dashboard, you are now presented with approve & rejectbuttons for your action.
Depending on the type of leave created and the number of approvals required, (eg; parent/staff approval), this may stay pending, until all approval levels have been successfully completed. Reach automatically contacts all parties that are required to approve the leave request, including staff/faculty.
When all approvals are complete, Reach will automatically send a confirmation notification to all parties involved including; students, parents, and hostsin the leave approval procedure.
Here is an example of a leave request in a pending state, with approve & reject buttons. Another showing as approved.
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How to Edit a Leave Request
If you need to edit a leave item, if it is still pending or approved, you can select the specific item from the current leave screen, and adjust the details as required. You can change any aspect of this leave item, and remember to click the Save button when complete.
Changes to the facts/details of any leave request will generate new leave request approval notifications to all relevant parties involved in the procedure. This is a security measure that ensures that adjustments can not be made without notification to all relevant parties. This procedure also ensures that the school has the correct facts/details of a leave event approved by the parent.
How to Decline or Reject a Leave Request
To decline or reject a leave request that may be created by your child or staff, these notification methods are controlled by your school. This may be an SMS notification or via email, please contact your school to confirm their required procedures.
Further details are available via this support article link: Approve / Decline Leave Requests as a Parent / Host
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How to Add Hosts for your Child
There are two ways to add approved hosts to your child’s profile:
1. My Account Host Creation
Open the My Account section of your Reach portal and select the Hosts tab. Here you can add new hoststat can be associated with one or more students.
2. Quick Host Creation
This option is available in the leave details screen of a new leave request, by using the host selector. Select create new host to open the details panel. A new host created in this way will be used for the current leave request and associated with the student for selection in the future.
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