Initial School Set-Up

Admin: Initial School Set Up After Scope Creation

Your School Pathways Rep will help you with initial setup, although we like to provide you with a guide that you can refer back to it if necessary,some items will need to be rolled over into the next school year.

Setting School Calendars Set/Define School Tracks

Note: If you are only using one calendar for your entire school, you do not have to change anything in this section.

Admin>Settings>School Calendars

Click either the Set/Define School Tracks link 

Click Add New Track (Bottom Right Corner)

If you want to hide the new track from new registrations, click the box

*Once the save button is clicked you are brought back to the previous page where you can add more tracks if needed (only one track can be added at a time)

Click Save Changes

 

Set School Calendar for a School Year

 Admin>Settings>School Calendars

Click on the Calendar Days tab at the top

Click the Dropdown to Choose Calendar Year

 Click Track Dropdown to Choose the Correct Track /Click Set Year Details

Enter the dates for the first and last day of school 

* Entering P1, P2, or YE dates are not necessary at this time and should not be set until the date passes and you are ready to report your attendance for this time frame

  • If you ever need to change a Track, please know that it WILL affect historical data. This action is not recommended. 

 Click Save Above Details

   

 Click Define Dates

 

Click inside a blue box to change color to code for different categories (Holidays, Emergency days, ACA days, etc.  

 

  •  Click Make this calendar to Active, if you are ready for the calendar to be active
  •  Check “Set all unchecked days to Normal Schooldays”  check box. This will auto-fill all days  to normal  schedule

 Click Save

   * Calendar has to be active prior to putting in reporting periods

       *You will get a warning message if you have less than 175 days in your calendar

   

            

Set Schoolwide Learning Periods

 Once you have completed “Set School Calendar” You need to click “Update Learning Periods” tab that will appear at the bottom right  of your screen. 

     *  If you are logging in to make updates from your dashboard follow the               route below

    

 

Admin>Settings>School Calendars

Click the Learning Periods Tab on Toolbar

In the drop down, select the school year and track you want to set Learning Periods for and click Next     

 

 Click the Update Learning Periods       

*You will see boxes to start entering your beginning and ending dates for each Learning Period.

*As you enter the dates, they will change to another color on the calendar on the right side  of your screen 

  *  If you skip dates, you will see a red alert above the Save above Learning Periods  button. In addition, you will not be able to save your LPs if you are missing a school day


* Enter dates by clicking on the calendar icon or by entering in the following  

  format: mm/dd/yyyy

 

  Click Save above Learning Periods

 

 

Set Reporting Periods

 Admin>Settings>School Calendars 

           

Click Reporting Periods in the top toolbar

Choose the school year and track you want to work in and click Edit  

                                        

 Click on the first and last day of the first reporting period in your calendar        

  On the right side-lower box you will see “Adding a New Reporting Period”

 *Most common answers for that dropdown are:SEMESTER, TRIMESTER, SESSION, QUARTER

  •    Click Confirm to save your choice. You will see what you saved in the above box
  •     Continue this process to set all reporting periods, then click Done

 

Sub Periods: If you use progress reports, they need to be defined as Sub Periods in your School  Calendar                            

 

Set Bell Periods (Optional not used for PLS) left off here

 

Admin>Settings>School Calendars

Click on Bell Periods tab at the top of the page

     

Choose the school year you want to create bell periods for and then click Update  

Click the Green Plus Button. This will create an empty field where you can enter the name of the bell period. Click Save once complete

   *You can move the periods around by clicking on the green 

 

Transcript Settings

Set Transcript Credit Requirements

There may have been changes to the Transcripts Settings that will give each school the ability to set up transcripts to match the school’s needs. Transcripts settings affect everything from credit requirements, grade weights, course modifiers and GPA types to how grades can be posted in PLS and Learning Centers.

 Admin»Setting >Transcripts/Report Cards

  

Click on Set Transcripts Credit Requirements

     

 Click Add a New School Type

      

  * If you need to  create a new graduation type, click the “Add new graduation type” link.
*Type in the name of the new graduation type (ex: College Prep Education) . Do not forget to set the rollover category.

  • Name your school type, choose the grade levels, report card template, and select if you want to calculate credits for this type                                                                            

Click Save

 

*This will automatically create a “General Education” graduation type under your new school type

 Click “Add a new course category” Enter a category name and Click SAVE

*Repeat Step 5 until you have all categories entered

 *Selecting the “Make this the rollover category” for all graduation types, rollover category will be highlighted in green

 

  •  If you make a mistake, click on a category, such as English, and edit or delete the course category

 Click the Credits Tab on toolbar

 Click  Electives category 

   

     * You can edit or delete the course categories and add new graduation types if needed. Click on the name of the  course category if  you need to edit or delete it. All deletes in requires typing CONFIRM in all caps and clicking on the DELETE button to edit the credits needed in a category, just change the number of credits in the  boxes and click SET

  Enter the credits required for each course type and click SET

 

Set Printed Transcript Options

Choose Define Transcript Modifiers

  • Determine what optional information will be included in students’ printed transcripts MODS Tab

Click Mods on your Toolbar

  •  Choose what modifiers you want to be used on your transcripts

*If you would like to add modifiers to the list, click on CHANGE MODIFIER LIST 

  Example: students might have courses that will not be taken for credit. Click Add and enter “nc” and “course not taken for credit” in  the fields. Change the Modifier set to read

   “**Create New Set Called” and then enter your own name in the blank field

  •     You can also choose the ‘Skip GPA’ calculation and “Skip Credits” calculation for any         courses  set with this modifier   

Save

OR 

Click Cancel/Done to return to the main page

  • Now choose where you want to allow this modifier. The USE column indicates what is on or off in the SIS. Choosing RW/PLS allows teachers to use it as a modifier in PLS 

Click Use Selected  

 

Click Mods and Marks Tab                                                                                                                                                        

Above is a list of all the class marks that are acceptable for transcripts, and a list of the modifier sets. You may want to set things so that certain marks cannot be used with certain modifier sets.

*For example, you might decide that pass/fail classes can only be given a mark of “p” (pass) or “f” (fail), and that “p” may not be used unless the Pass Fail modifier (pf) has been selected for that class.

 

Click on the GPA Types tab in the toolbar
  • Here you see the types of GPAs that are being calculated on your transcripts. You can change these definitions and/or create new GPA type definitions for your transcripts
  • Class Rank- (For classes relevant to class rank.) This will apply to all currently enrolled
    students’ class ranks
  • Report Cards- is this GPA used to calculate report cards? The transcript can show any
    number of GPA types. While this is usually the same as class rank, on occasion it is not
  • Default Scale- Scale may be changed based on the modifier(s) used on a student’s
    transcript. If no modifiers are used, what grading scale do you want to be applied?
Click SAVE when you have completed this page

Set the GPA types for your school (if you need to add more click on Add New Type)
  • Choose if you want a class rank to be calculated using this GPA. You must choose one and then click Save Class Rank/Default Scales. If you want another GPA type calculated for Class Rank, choose a new one and then click Save Class Rank/Default Scales again.
  •  Choose if you want the GPA to be calculated on an unweighted or weighted scale. Unless you want all grade types to have a boost (5.0 Scales instead of 4.0) leave this unweighted
  • Click on “More Details” and choose what grade levels this particular GPA type includes for calculation. The “Default” sets the grading scale to whatever you did in step 3 (usually unweighted.) Notice that the Pass/Fail grade type is not added into the GPA calculation and the honors and AP are given an extra point.

Click GPA Scales & Marks 

 

  • The Transcript GPA Scales are the marks you want to allow for classes and how much value should they have
  • Enter in values you’d like to have for the GPA scales used for computing GPAs in transcripts for the various marks. If you don’t wish to use a particular mark in your transcripts, leave the entry box blank
  • SAVE all changes

You may add your own marks if you aren’t satisfied with what you see here. To delete a mark, you must type   “CONFIRM” in all caps to complete the removal.

Choose Class Rank Tab (this is optional)

*Every night, the class rank for all students with transcripts is calculated

*This page shows the student name, the calculated GPA, the grade level, the class rank, and the date it was calculated

  • If there are errors in your student’s transcripts (because an entry was made erroneously), you will get an error report at the bottom of the page

(RC Types- Comments) Please refer to this page for instructions on setup for remaining steps

 

Program Options

Admin» Settings» Program Options
This allows you to set any program you want to enroll your students in. Examples might be tutoring groups, groups that meet once every week, or groups that are enrolled in a special class that you need to get a specialized roster for. Once these are set, a student can be enrolled in the program from the student enrollment page.
The following shows how to create a program for your school. When setting up a program, decide if it will be connected to ADA or just for general information and tracking of students.

Click Add

 

Enter the name of the Program. For example: Pre Enroll, Tutoring, etc.

  • Program options should not be used for Special Program enrollments such as Special Education, 504, EL, or Free/Reduced Lunch programs.
Click SAVE

 

 

Setting District Information

Basic information about your school including address and phone numbers, must be entered. This includes your 14-digit CDE code.

Step 1Admin»Settings»Set District Information 

Step 2. Enter all information: Name, CDS Code, Address, etc.

Step 3. SAVE