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
- MAs (Full Year or SEM Based) Who will be sending the MAs, Teachers or Admin
- AWRs
- Learning Logs
- 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