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Turn parts of the service on and off

Switch off modules your organisation does not use, switch them back on later, and use the switches for reminders and policies.

Checked against the screens:

Every organisation can choose its own words for the people and roles it works with. When you are signed in, this guide uses your organisation’s words. Otherwise it uses the product’s own.

For admins. Managers and DSLs can see which modules are on. Switching a module off hides it. Nothing is deleted.

Steps

  1. Open Modules from the administration hub. Each row is one part of the service.
  2. Read the row. A line may say what the module holds, with a link Open it to look.
  3. If a module holds open items, it cannot be switched off yet. Deal with them first.
  4. Choose Off for a module you do not use, or On to bring it back.
  5. If a note box appears, explain why in Note (required — why this is changing).
  6. Press Save. The row then shows who changed it and when.
  7. For reminders, chases and policy switches, open the switches page, called Feature flags.

If it goes wrong

  • If Save is refused, the page gives the reason in a sentence. Follow it. Nothing changed.
  • If a module you need is missing from the menu, check it is on here.
  • If you switched off the wrong one, switch it back on. Everything in it is there again.

How it links together

A module switch decides which menu items, pages and emails exist for your organisation. The database also hides what belongs to a module that is off, so the tablet follows the same rule.

Each change is recorded with who and why. See the guides on the set-up guide and on controlling emails.

Switching a moduleYou switch it and menus, pages and the tablet follow.
  1. You chooseOn or Off
  2. Saved with a reasonSave
  3. Menus and pages follow
  4. Tablet followsThe same rule applies

What a module is

A module is a whole part of the service that not every organisation uses. Examples are the collection round, capacity planning, week plans, team feedback, funder dashboards, trust reports and the report builder.

Text messages are a module too. Some registers for statutory referrals can also be switched, by a DSL as well as an admin.

What switching off does

Switching a module off removes its pages from menus and stops its screens. Nothing is deleted. Switch it back on and everything in it is there again.

Each change is recorded with who made it, when, and why. You can open the history on the row.

What stays on

Always on lists what cannot be switched off. Raising and handling a safeguarding concern, attendance and the emails to schools about it, routine checks and data protection are always on.

A register that still has open entries also stays on, so a live case can never be hidden. The row says what it holds and links to it.

Who can change what

Admins change modules. Others see the page read-only and are told who to ask. If a row has no On or Off control for you, that is why.

Feature flags

The page called Feature flags holds the switches the administration hub calls Switches. Organisation policies at the top are the settings that matter to you. They include reminders and chases, routine session emails, and replies to safeguarding emails.

Reminders and chases stay off until you switch them on at the end of the set-up guide. Do that when the service is ready to send them.

Below the policies, Add or update a flag is for a controlled trial. A flag is on or off, and can be rolled out to a percentage of people. Named people pins a flag on or off for one person, for a trial with a chosen audience.

Questions people ask

If I switch a module off, do I lose its data?

No. Nothing is deleted. Switch it back on and everything is there again.

Why can't I switch this module off?

It still holds open items. The row says what and links to it. Deal with them, then try again.

Who will see that I changed it?

Everyone who opens the page. Each row shows who set it and when, and the history is kept.

Where do I turn reminders on?

At the end of the set-up guide, or under Organisation policies on the switches page.

What is a feature flag?

A switch used to try something with a few people first. Leave flags alone unless the platform team asks you.

Can a manager change modules?

They can see which are on. Changing them is for admins, and for a DSL on the statutory registers.