PLS Onboarding Checklist for Admin

Kick Off Call

*School pathways to Share “Secured Link” for access to all recorded training modules

Link Address: https://files.plsis.com/   Link Username &Password:_To be provided via Secure One-Time link from Arah.

Link to Knowledges base for all User Guides and Training Videos:

PLS Folder Knowledge Base User Guides Link

Full Knowledge Base User Guide Link

Pre Work for Kick-Off Call

• Read through Admin Welcome Packet
• Send over School Calendar Dates/ Reporting Periods
• Send over School Logo
• Fill out Staff  Information Worksheet (Document Number 2)   

Post Work for Kick-Off Call

• Complete data templates for PLS Loader  OR
• If you are using the Aries Bridge we will need your API information in order to connect Aeries to School Pathways. Complete  API Connection Requirements (Document Number 3)

Admin Training 1 - PLS Set Up  

Pre work for Admin Training 1

• Send copy of existing Master Agreement (if not already sent)
• Are Master Agreements year long or term based                           ___________
• Do you plan to use School Pathways for tiered re-engagement     ___________
• Review Master Agreement Video

Master Agreement Video/User Guide

• Look through the different Learning Logs School Pathways offers to your school

Learning Log Options User Guide Click Here

• Does your School want to Use Synchronous Ins

Synchronous Instruction User Guides Click Here

• Take a Peek at what the Teacher Roster looks like in our system

PLS Roster Overview User Guide/Video

Agenda:

• Discuss IS Documentation

1.   MAs  (Full Year or SEM Based) Who will be sending the MAs, Teachers or Admin 
2.   AWRs
3.   Learning Logs
4.   Work Samples

Admin Training 2 - Portal Set Up

Pre Work for Admin Training 2

• Do you plan on Using Attendance in our system?

• Review user guide for Parent / Student Portal 

Student /Parent Portal Set - Up User Guide

• Send admin staff welcome emails to access School Pathways system

Send Staff Welcome Emails User Guide

Agenda:

• Verify documents from PLS 1 training  (Policy Set-up, access)
• Parent/Student Portal Policies & Settings

(review page policies)

• Parent / Student Portal functions & overview (invites,parent LL access, etc.)

• Show how to send Invites to Parents as well as  LogIns for the Parents/ Students
• Tiered Re-Engagement setup/policies/reports
• SYNC Instruction (If Applicable)

Post Work for Admin Training 2

• Utilize your welcome email from School Pathways and activate your account in our system

Post Work for Admin Training 1

• Make any Changes to your Welcome Letters as you see necessary

Admin Send Welcome -Trigger Emails User Guide Click Here

PLS Admin User Guides Click Here

Admin Training 3 - Security Administration

Agenda:

PLS Standalone Security Admin

• Define user for this role
• Review permissions
• Review/Edit Welcome Letters for Staff, Students, Parents. 
• Review how to send out welcome emails for Staff, Students, Parents.

Post  Work for Admin Training 3

• Complete any policies from above that are still needed
• Verify that all active users have the appropriate permissions assigned
• Send out staff  welcome emails to all teachers and or any other individuals who will need access to the School Pathways system
• Complete Target Teacher Training Dates (Document Number 4)
• Schedule any needed curriculum bridge training for admin if applicable
• Identify small test group for testing prior to full teacher training; list the names and emails below

Test Group Training

• Teacher Name/Email
• Teacher Name/Email
• Teacher Name/Email

 Teacher Training  PLS 4 

   Admin: Pre Work 

• Be sure teachers have access to their OnBoarding Checklist

Teacher OnBoarding Checklist Click Here

• All videos of any training modules are recorded and a link is provided to you via your “Secure Link”  provided by School Pathways as well as the password/username, share with teachers as needed. 

• Share with teachers the Google Doc School Pathways provided for Teacher Q&A

• Please have all Teachers/Staff watch this video prior to the first training with them

   PLS Roster Overview User Guide/Video

               PLS Standalone KB Link for Teachers/Staff

Teacher Training PLS 5&6 

 Admin:  Post or Pre  Work (School Decision)

• All videos of any training modules are recorded and a link is provided to you via your “Secure Link”  provided by School Pathways as well as the password/username 

Once Teacher Training is Complete/and  Data Has Been Loaded

•    Send welcome email to students/include user guide

     Send Trigger emails to Students/Parents User Guide                     

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

•      Send Welcome email to parents/include user guide

Admin Training 7 - Admin Archiving Reports/Audit

Pre Work :

Agenda:Archive Compliance & Attendance Reports

• How to manage Archived Documents/Reports (Document Compliance Summary,  Sign Document Compliance, and Archive Compliance  Overview)
• How to approve documents (list & approval stack
• Attendance reports, printing forms, etc (if applicable