Set up the Behaviour & Discipline module to record, track and share behaviour incidents with staff, students and parents.
Getting Started with Behaviour & Discipline
A guide to setting up, configuring, and using the Behaviour & Discipline module in ManageBac+.
The Behaviour & Discipline module allows schools to record, track, and share behaviour incidents for students. It supports Admins, Homeroom Advisors, and Classroom Teachers in logging incidents, assigning next steps, and keeping parents informed where appropriate.
This guide covers how to set up permissions, configure Behaviour options, record and manage Behaviour Notes, and involve parents and the wider school community in the process.
Overview
Before enabling Behaviour & Discipline, it is worth reviewing who can add, view, edit, and export Behaviour Notes, as access varies by user role.
Pre-Setup: Reviewing Permissions
1. Reviewing administrators
Administrators have full rights to view and edit all Behaviour Notes for all students. These rights are more limited for Homeroom Advisors, and further restricted for Classroom Teachers and regular Advisors. Review these user roles before enabling the Behaviour feature.
Via Settings > School Directory, you can adjust user rights by:
- Promoting Teachers & Advisors to Administrators
- Demoting Admins to an Advisor
2. Reviewing Teachers & Advisors
Via Settings > Security & Permissions > Teachers & Advisors, you can review each user's access level.
On the Default Permissions tab, Behaviour Notes History can be set to Full Access (all students' notes), Homeroom Only (only students they are homeroom advisor for) or None. Additional homeroom advisors can also be given full access to their assigned students' behaviour notes.
3. Reviewing assigned advisors
From the left-hand menu, go to Year Groups and select the relevant year group.
You can manually assign students via the Members tab by selecting each category's Advisors tab, or select Bulk Assign Students in the Details panel of Members > Students to bulk assign with a CSV template.
Note: you will need student and teacher email addresses in order to bulk assign.
Behaviour Settings
1. Configuring Behaviour options
Via Settings, the Behaviour tab allows Admins, Homeroom Advisors, and Classroom Teachers to add Behaviour Incidents on student profiles and share them with parents.
To enable the Behaviour tab on student profiles, go to Settings > Behaviour & Discipline > Behaviour Types Settings and tick Enable Behaviour Notes.
Behaviour Types are added by default and can be added to or edited. They can also be marked as Positive Behaviour types and reordered.
2. Adding Next Steps
Next Steps allow a Behaviour Note to include the action to be taken regarding the incident recorded on a student profile. This option can be found further down the Behaviour settings page.
Next Steps can be:
- Created via Add Next Step
- Edited or reordered to meet your needs
- Once a Next Step has been used, it cannot be deleted from this page. Contact us via Submit a request to request deletion if needed
Step by Step Navigation
Recording a Behaviour incident
On the student's profile, open the Behaviour & Discipline tab. Admins, the student's homeroom advisor and classroom teachers can add a note with Add Behaviour Note.
The note includes the Incident Date & Time, Action Date, Behaviour Type, Next Step and a text box for incident details.
Previous Behaviour Notes are listed chronologically, with any Next Steps highlighted at the bottom of each note.
Under Additional Options, choose Visible to Parents, Notify Parents via E-mail, Visible to Student and Notify Student via E-mail. Students only see a note if you tick Visible to Student. The student's homeroom advisor is emailed automatically when a new note is added.
Checking a student's advisor
- Search for the student's name with the search bar at the top.
- Open their profile and select the Members icon on the right to see their Homeroom Advisor and Additional Homeroom Advisors.
- To change the advisor, use the student's year group: Members > Homeroom Advisor (below).
Reviewing advisors by year group
- Navigate to Year Group and select a year group.
- Click Members.
- Click Homeroom Advisor.
- Select the advisor from the Advisor dropdown. Click the down arrow to bulk apply the selection for all students, then click Save Changes.
- You can also select additional Homeroom Advisors from the dropdown menu, and bulk assign them or add them manually for each student before saving.
Reviewing advisors in bulk
In Members > Students, open the Details panel and select Bulk Assign Students. For guidance on importing, see Assigning Homeroom Advisors.
Tracking Behaviour & Discipline
Whole-school Behaviour incidents export
Whole-school Behaviour Incidents can be exported to Excel via Settings > Behaviour & Discipline > Behaviour Notes History > Export to Excel. Exports include full details of the date and time of each incident, along with notes and next steps. Photos, videos and files are not included.
Using private groups for monitoring
Groups give staff a separate space to follow up incidents. To create one, go to Groups and add a new group.
Under Additional Options, tick Lock Membership so students and teachers cannot join or leave the group themselves, and choose whether to Enable discussions.
Groups with locked membership give admins and advisors a controlled space to discuss incidents further. They can also be used for private messages, visible only to teachers via the Discussions tab, or to keep teachers involved in a student's individualised education programme in contact.
Public API
The ManageBac+ public API allows schools to connect their account to external platforms that are not directly integrated with ManageBac+. These settings can only be configured by an Admin.
Behaviour endpoints allow schools to retrieve all available Behaviour Notes.
Involving Your School Community
Parent view
Parents can view Behaviour Notes via Academic Profile > Behaviour tab.
Parents can see all Behaviour Notes that have been marked as visible to them. This is a read-only view. Parents who wish to discuss a matter further will need to contact the school office or teachers directly by email or in person.
Email to parents
Emails to parents include:
- Parent name
- Child's name
- Type of Behaviour
- Date
- The note content
- Any next steps
- Who the note was written by
Frequently Asked Questions
Are Behaviour Notes stored in ManageBac+?
Yes. All Behaviour Notes are stored chronologically within the individual student's profile, and can also be viewed together via the Behaviour Notes History section in your school's settings.
Can Behaviour Notes be exported?
Yes. Behaviour Notes can be exported to Excel for further analysis or record-keeping via Settings > Behaviour & Discipline > Behaviour Notes History > Export to Excel.
Who can see Behaviour Notes, and who is notified?
Visibility: Students only see a note if Visible to Student is ticked, and parents only if Visible to Parents is ticked. Teachers can view their own notes but not those of other teachers. Homeroom Advisors can view all notes for their assigned students but can only edit their own. Admins have full view and edit rights across all notes.
Notifications: Tick Notify Parents via E-mail or Notify Student via E-mail to send an email. An email is automatically sent to the student's Homeroom Advisor whenever a new note is added. To share a record with other teachers, export a full record of Behaviour incidents via Settings > Behaviour & Discipline > Behaviour Notes History > Export to Excel.
Can Behaviour types be customised?
Yes. Behaviour Types are added by default, but additional types can be added or existing ones edited. Types can also be marked as Positive Behaviour types and reordered.
Is the Behaviour module an additional cost?
The Behaviour module is currently provided free of charge, as development of the module has been put on hold temporarily. Schools looking for a behaviour platform with enhanced functionality may wish to consider one of our partners, Class Charts.
Where can I find related guides?
- Sending Welcome Emails to Students & Teachers
- Managing Behaviour and Discipline
- Viewing your Child's Behaviour Notes
- Assigning Homeroom Advisors
In Summary
- Review Administrator, Advisor, and Teacher permissions before enabling Behaviour & Discipline.
- Configure Behaviour Types and Next Steps to match your school's processes.
- Behaviour Notes can be recorded on student profiles, exported for reporting, and optionally shared with parents and students.
With the Behaviour & Discipline module in ManageBac+, schools can consistently record, track, and communicate behaviour incidents across their community.