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Onboarding: Full SIS Module 1 

Module 1 is the first module of Product Training. It will focus on Getting Started & our Core Systems. 

Table of Contents (Module 1 Trainings Overview) 

  1. Getting Started - Basic Navigation & Overview
  2. Staff Information Management
  3. Managing Staff & Security Permissions
  4. Student Information Management
  5. Enrollment Interest Form Training
  6. Forms & Surveys Training
  7. Reg Online 1- Setup Training
  8. Reg Online 2- Test & Review Application Flow
  9. Reg Online 3- Applicant Import & Workflow Review
  10. Course Management
  11. Classroom Management System (CMS) Setup & Administration
  12. Attendance Administration
  13. Report Card/Transcript Setup

 

Each training topic has suggested staff roles for who should attend the trainings. These are recommendations only and may vary based on your school’s structure and responsibilities. 

1. Getting Started - Basic Navigation & Overview- 

All SIS Users

Agenda 

  • How to Access School Pathways
  • Navigating Main Headers (Admin, Reports, Learning Centers, Teachers, Portals, Help)
  • Staff Profile and settings 
  • 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)

 

2. Staff Information Management

Administrators, HR personnel or system managers.

          Agenda

  • Create Staff Record - Basic Demographics, Employment Records, Staff Dashboard
  • Staff Position Titles & Support Staff
  • Staff List & icons
  • Staff Credentialing / Local Assignments

3. Managing Staff & Security Permissions

SIS Administrator, IT Director, or School Operations Manager.

         Agenda

  • Define Security Groups
  • Define Users in Security Area
  • Create Staff Login
  • Security Policies

 

 

4. Student Information Management

 Registrars, Enrollment Coordinators, and Administrators.

                Agenda

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

5. Enrollment Interest Form Training

Registrars, Enrollment Coordinators, and Administrative Assistants.

                 Agenda

  • Navigation and Initial Setup

  • Configuring Enrollment Interest Form Policies

  • Enrollment Interest Form Notifications

 

Guide: Enrollment Interest Form: Customize/Create

Reg Online 1- Setup Training

            Agenda

  • Review School and Page Policies

  • Review School Information
  • Set-up Trigger Emails/ Messages
  • Review Required Values
  • Review & Set-up Documents 

 

Guide: REG-Online Set-up

Reg Online 2- Test & Review Application Flow

            Agenda

  • Creating Test Accounts (Parent/Student)
  • Logging in & Navigating the Portal
  • Completing the Application from the Family Perspective
  • Reviewing Required Fields & Documents in Real Time
  • Understanding the Submission Process

Review User Guide for Families: REG- Online Process for Families

Reg Online 3- Applicant Import & Workflow Review
             Agenda
  • Reviewing the Applicant Summary Page
  • Importing Student & Parent Records
  • Navigating the Student Registration Page
  • Verifying Submitted Data & Documents
  • Enrollment Process Overview
  • Assigning Teacher of Record (TOR)
  • Introduction to Post-Submission Workflows
6. Forms & Surveys Training

Administrators, Office Staff, and sometimes Counselors

               Agenda

Review the benefits and setup of a school 
utilizing our Forms & Surveys module.

 
 

9. Course Management

Academic Coordinator, Registrar, and SIS Administrator.

                Agenda

  • Master Course List
  • Course Catalog
  • Dual Enrollment Courses
  • CTE 
  • A-G

10. Classroom Management System (CMS) Setup & Administration

IT Staff or SIS Administrator

                  Agenda

  • Building Sites (Learning Centers) by County or Area
  • Registration Windows
  • Room Numbers
  • Creating Classes- Attendance Type / Master Curricula
  • Class Calendar and times
  • Enrolling Students
  • Reports - Student List and Classes / Classes with Enrollments/  Daily Attendance
  • Paper Attendance Rosters

 

11. Attendance Administration

Attendance Clerks, School Office Staff, and Administrators.

               Agenda

  • Attendance Codes and Setup for Teachers Taking Attendance
  • Claim Changes
  • Attendance Anomaly Correction
  • Confirming Attendance
  • Attendance Reports

13. Report Card/Transcript Setup

Registrar, SIS Administrator, and Academic Coordinator.

             Transcripts 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

                    Report Card Agenda

  • Basic Settings
  • Comments types
  • Rubric Types
  • Key Types

***As a reminder, if any assistance is needed while in Onboarding, reach out to your Onboarding team or email us directly at Onboarding@schoolpathways.com