Full SIS Onboarding Plan Overview For New Customers
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Admin: SIS Admin Onboarding Plan Overview Modules 1-5

 

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)





Admin Module 2 - School Transcripts/Report Cards

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

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
  • Banner Notifications

 

Admin Module 4 Student Information   

Agenda:

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

Admin Module 5 Student /Parent Portal Set Up 

Agenda:

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