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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. Configuring and Managing the Student/Parent Portal
  8. Independent Study Documentation/Tiered Re-Engagement Training
  9. Course Management
  10. Classroom Management System (CMS) Setup & Administration
  11. Attendance Administration
  12. Student Data Tools
  13. Report Card/Transcript Setup
  14. Electronic Document Archiving Administration Training

 

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
  • 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

6. Forms & Surveys Training

Administrators, Office Staff, and sometimes Counselors

               Agenda

  • Review the benefits and setup of a school 
    utilizing our Forms & Surveys module.
 
7. Configuring and Managing the Student/Parent Portal

SIS Administrator, IT Coordinator, and School Communications/Office Manager.

                      Agenda

    • Which sections to show?
    • Interaction with Grade Books
    • Portal Policies
    • Welcome Letters (Trigger Emails)
    8. Independent Study Documentation/Tiered Re-Engagement Training

    Independent Study Teachers, School Administrators, Attendance Clerks, and Compliance Officers.

                        Agenda

    • Master agreement templates
    • IS compliance documents & policies
    • Tiered re-engagement setup and management
    • Work Samples
    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

     

    12. Student Data Tools

    Administrators, Counselors, and Data/Reporting Staff.

                      Agenda

    • Special Programs/EL/Accommodations
    • Medical
    • Immunizations & Compliance Report
    • Discipline
    • MTSS
    • Student Profiles and Printing Class Schedules
    • CUME Folder
    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
    14. Electronic Document Archiving Administration Training

    Registrars, Administrative Assistants, and SIS Administrators.

              Agenda

    • Types of documents that can be archived
    • How to archive MAs, Work Samples, etc
    • Archive Compliance Reports

    ***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