SIS Onboarding Checklist
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      Admin SIS Module 1-5 Scope Set-Up Onboarding Checklist

      Each portion is broken into sections just as we teach through the onboarding with a new customer. Some of the areas will have links to the USer Guides to help walk a NH through the process step by step.


      Admin Modules  1 - Set Up / Student Information  

      Agenda:

      Basic Settings:

      • How to Access School Pathways
      • School Calendars, LPs, Reporting Periods, Bell Periods
      • School Policies: Grading, Learning Centers, PLS, School
      • District ID School Policies (if applicable)

      School: Program Options

      • Independent Study, TK-Non ADA, Pre-Enroll, Classroom

      School: Special Program Options

      • Free/Reduced Lunch, Special Education, 504s, EL, Title X, 

      Learning Center Setup (sometimes called classes, programs,academies)


      Post Work for Admin Training 1

      • Provide School Pathways with your Calendar Information



      Admin Module 2 - School Transcripts/Report Cards

      Pre Work for Admin Training 2

      • Review the following user guides 

      Creating New School Type/Grad Type User Guide

      Transcript Types User Guide

      Transcript Settings User Guide

      Agenda:

      • Credit Requirements
      • Printed Options
      • Marks and Modifiers
      • Grading/Transcript policies
      • Manual Entry of courses and credits
      • Importing Report Cards to Transcripts
      • Official vs. Unofficial Transcripts
      • Calculating Class Rank
      • GPA Types / Scales & Mark

      Admin Module 3 - Security Settings/ Staff Information

      Pre Work

      Creating New Staff User Guide

      Security Settings User Guide

      Agenda:

      • Define Security Groups
      • Define Users in Security Area
      • Create Staff Login
      • Security Policies
      • Create Staff Record - Basic Demographics, Employment Records, Staff Dashboard
      • Staff Position Titles & Support Staff
      • Staff List & icons
      • Staff Credentialing / Local Assignments

      Post  Work for Admin Training 3

      • Add all Staff to the Pathways Portal
      • Complete Security Settings

       

      Admin Module 4 Student Information   

      Pre Work Can be done through Data Loads/ Speak with Arah for Directions

      • Student Information
      • Enrollment
      • Staff Association / Support Staff

      Agenda:

      • Student Dashboard
      • Registration
      • Student IDs
      • Enrollment
      • Staff Association / Support Staff
      • Student List & Icons
      • Accommodations
      • District IDs Students (Is Applicable)
      • Policies/Management

      Post  Work for Admin Module 4

      • Review the Policies for District IDs (If Applicable)
      • Create any New Students (If Applicable)
      • Enter Any Items from the above list as necessary

       

      Admin Module 5 Student /Parent Portal Set Up 

        Pre Work Admin Module 5

      • Review Student/Parent Portal User guides

      Admin Student /Parent Portal User Guides

      Agenda:

      • Which sections to show?
      • Interaction with Grade Books
      • Portal Policies
      • Welcome Letters (Trigger Emails)

      Pre Work Admin Module 6 (This can be done Prior to when school starts after teacher training)

      •    Send welcome email to students/include user guide

           Send Trigger emails to Students/Parents User Guide   for School/Admin

           User Guide for Parents/Students on how to fill out Learning Logs  for Students

      •      Send welcome email to parents/include user guide