New User Training List
New Video as of 7-17-24 (begins at :25)
New User Training Powerpoint 2024
Creating a new account - District admins activate
account level, then access status and add to student teams.
How to view/change your personnel info
- One account can have multiple districts/schools
- How to request additional access levels
Basic use
- Display options
- Student search features
- Different features of the student list
- Search first
- Inactive - show all
- Importance of having the state ID - 1 unique state ID per student
- Public/Nonpublic
Add Parent/Guardian
Add Student Team Member/ Case Manger List
Forms
- Create
- View
- Time on form
- Scrolling toolbar
- Restore deleted
- Update after transfer
- Transition plans
- Progress reports
- Color changes when close or past due
The choose button has several options in the dropdown.