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Onboarding: Full SIS Module 3

Module 3 is the third module of Product Training. It will focus on Portal functionality alongside Student Data Tools and compliance workflows, ensuring accurate tracking of student programs and data.


Table of Contents

  1. Student Data Tools

  2. IS Setup: Master Agreements

  3. Independent Study Compliance & Tiered Re-Engagement

  4. Electronic Document Archiving Administration

  5. Configuring and Managing the Student/ Parent Portal

 


1. 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

2. IS Setup: Master Agreements

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

                    Agenda

  • Master agreement templates
  • Master Agreement Addendum templates 

 


3. Independent Study Compliance & Tiered Re-Engagement

         Agenda

  • IS compliance documents & policies

  • Tiered re-engagement setup and management

  • Work Samples

 


4. 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

 


5. 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