Generate a Subject Access Request for a Parent

1. Subject access request report

1. In SCO click on the Admin tab

2. Click on Subject access request

3. Carefully read the information on the screen and tick I understand that I need to review the data provided and, if necessary, edit the exported file to remove data which does not apply to this data subject

4. Click on Start

5. Select Pupil, Staff or Hirer as appropriate

6. Select the relevant Account (tick to Show deleted accounts if necessary)

7. Click on OK

8. Click Export to send the report to Excel

9. Carefully review the data (especially within the Notes section which may have brought notes through from the Dinners, Extended day and Trips screens)
   
   
   

2. Parent contact information (schools with SCO Communications only)

1. In SCO click on the Communications tab

2. Select Account contact report

3. Select All dates

4. Select Pupil or Staff

5. Select the name from the dropdown

6. Select Show accounts with no contact

7. Click on OK
   
   
   

3. Transaction history - all payments made against this individual's account

1. In SCO click on the Accounts tab

2. Click on View pupils, View staff, View hirers as appropriate

3. Double-click on the relevant account, transaction history will be displayed

4. Click on Print to print a copy of the transaction list or click Export to Excel (bottom left of SCO) to send the data to Excel

5. If your school is using a link to Cashless catering, switch the account from General pre-payment account to Cafeteria account

6. Click on Print to print a copy of the transaction list or click Export to Excel (bottom left of SCO) to send the data to Excel
   
   
   

4. Dinner money meal history

1. On the Dinners tab click on Reports

2. Select the Dinner money statement report

3. Select the required date range

4. Select Pupil or Staff

5. Select the name from the dropdown

6. Click on OK
   
   
   

5. Extended day club session history

1. On the Extended day tab click on Reports

2. Select the first club

3. Select the Club statement report

4. Select the required date range

5. Select Pupil or Staff

6. Select the name from the dropdown

7. Click on OK

8. Repeat for any other clubs
   
   
   

6. Trips and event history

Payment transactions for all trips will show in the above Transaction history statement report

To show which current trips a pupil is on

1. Click on the Trips and events tab

2. At the bottom of the screen select Trip grid

3. Use the Filter class option to select the pupil’s class

4. Click on Export to Excel (bottom left of SCO)

5. Delete any rows not required

SCO Modules

FAQs