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 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
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