--- title: "Admin: Initial Setup after Scope Creation" description: Initial Set Up after Scope Creation. This is an Area the School admin will typically control. --- [Skip to content](https://help.schoolpathways.com/knowledge/page/admin/calendar#main-content) [![School Pathways Horizontal logo DARK](https://help.schoolpathways.com/hs-fs/hubfs/School%20Pathways%20Horizontal%20logo%20DARK.png?width=250&height=117&name=School%20Pathways%20Horizontal%20logo%20DARK.png)](https://help.schoolpathways.com/knowledge?hsLang=en) - [Help Center - Knowledge Base](https://help.schoolpathways.com/knowledge) - [Webinar Registration Link](https://www.gotostage.com/channel/6ad5fe45cab0462a930c0420a4bb82e9) Open main navigation Close main navigation - [Help Center - Knowledge Base](https://help.schoolpathways.com/knowledge) - [Webinar Registration Link](https://www.gotostage.com/channel/6ad5fe45cab0462a930c0420a4bb82e9) - [Contact us](https://help.schoolpathways.com/knowledge/contact-us-form-) [Contact us](https://help.schoolpathways.com/knowledge/contact-us-form-?hsLang=en) How can we help? - There are no suggestions because the search field is empty. 1. [Help Center - Knowledge Base](https://help.schoolpathways.com/knowledge?hsLang=en) 2. [Personalized Learning (PLS)](https://help.schoolpathways.com/knowledge/personalized-learning-pls?hsLang=en) 3. [PLS - Admin](https://help.schoolpathways.com/knowledge/personalized-learning-pls?hsLang=en#pls-admin) December 19, 2023 # Admin: Initial Setup after Scope Creation ## Once School Pathways has created your school scope, you will work with a School Pathways Rep to walk you through how to input several items. Some items will need to be completed yearly by your admin. Items that will be covered in this Guide: - Setting School Calendars - Learning Periods - Bell Periods - Transcript Settings   **Learning Periods** - For Attendance Accounting - Calendar Month typically **Reporting Periods** - For Grading/Progress Reports/Semester Grades - Matches school progress report and semester grading periods typically     **Setting School Calendars** **Set/Define School Tracks**  If you are only using one calendar for your entire school, you do not have to change anything in this section. **Admin\>Settings\>School Calendars** ![](https://help.schoolpathways.com/hubfs/image-png-Jul-14-2022-05-55-30-12-PM.png) Click either the **Set/Define School Tracks** link or the **Tracks** tab ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Jul-14-2022-05-56-32-75-PM.png?width=360&name=image-png-Jul-14-2022-05-56-32-75-PM.png) Click **Add New Track (Bottom Right Corner)** ![](https://help.schoolpathways.com/hubfs/image-png-Jul-14-2022-05-57-02-34-PM.png) If you want to hide the new track from new registrations, click the box ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Jul-14-2022-05-57-35-60-PM.png?width=449&name=image-png-Jul-14-2022-05-57-35-60-PM.png) Click **Save Changes** **\*Once the save button is clicked you are brought back to the previous page where you can add more tracks if needed (only one track can be added at a time)**   **Set School Calendar for a School Year**  Go to **Admin\>Settings\>School Calendars** Click on the **Calendar Days** tab at the top ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Jul-14-2022-05-58-33-75-PM.png?width=441&name=image-png-Jul-14-2022-05-58-33-75-PM.png) Click the Dropdown to Choose **Calendar Year** ![](https://help.schoolpathways.com/hubfs/image-png-Jul-14-2022-05-59-01-59-PM.png)  Click **Track** Dropdown to Choose the Correct Track /Click **Set Year Details** ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Jul-14-2022-05-59-24-62-PM.png?width=472&name=image-png-Jul-14-2022-05-59-24-62-PM.png) Enter the dates for the first and last day of school  \* Entering P1, P2, or YE dates are not necessary at this time and should not be set until the date passes and you are ready to report your attendance for this time frame ![](https://help.schoolpathways.com/hubfs/image-png-Jul-14-2022-09-49-58-70-PM.png)  Click **Save Above Details**     ![](https://help.schoolpathways.com/hubfs/image-png-Jul-14-2022-09-50-51-60-PM.png)  Click **Define Dates**  ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Jul-14-2022-09-53-49-33-PM.png?width=481&name=image-png-Jul-14-2022-09-53-49-33-PM.png) Click inside a blue box to change color to code for different categories (Holidays, Emergency days, ACA days, etc.      Click **Make this calendar to Active**, if you are ready for the calendar to be active  Check “**Set all unchecked days to Normal School day**”  check box. This will auto-fill all days to normal                                       schedule  Click **Save** ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Jul-14-2022-09-55-18-56-PM.png?width=233&name=image-png-Jul-14-2022-09-55-18-56-PM.png)     \* Calendar has to be active prior to putting in reporting periods        \*You will get a warning message if you have less than 175 days in your calendar              **Set Schoolwide Learning Periods**  Once you have completed “Set School Calendar” You need to click “Update Learning Periods” tab  that will appear at the bottom right  of your screen.       ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Jul-14-2022-09-58-30-15-PM.png?width=492&name=image-png-Jul-14-2022-09-58-30-15-PM.png)      \*  **If you are logging in to make updates from your dashboard follow the route             below** **Admin\>Settings\>School Calendars**       Click the **Learning Periods** Tab on Toolbar In the drop down, select the school year and track you want to set Learning Periods for and click **Next**      ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Jul-14-2022-09-59-35-60-PM.png?width=498&name=image-png-Jul-14-2022-09-59-35-60-PM.png)  Click the **Update Learning Periods**        \*You will see boxes to start entering your beginning and ending dates for each Learning Period. \*As you enter the dates, they will change to another color on the calendar on the right side  of your screen    \*  If you skip dates, you will see a red alert above the Save above Learning Periods  button. In addition, you will not be able to save your LPs if you are missing a school day   ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Jul-14-2022-10-00-34-18-PM.png?width=491&name=image-png-Jul-14-2022-10-00-34-18-PM.png) **\*** Enter dates by clicking on the calendar icon or by entering in the following   format: mm/dd/yyyy  Click **Save above Learning Periods**   **![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Jul-14-2022-10-01-29-04-PM.png?width=468&name=image-png-Jul-14-2022-10-01-29-04-PM.png)**   **Set Reporting Periods**  **Admin\>Settings\>School Calendars**     ![](https://help.schoolpathways.com/hubfs/image-png-Jul-14-2022-10-02-33-96-PM.png)         Click **Reporting Periods** in the top toolbar Choose the school year and track you want to work in and click **Edit**    **![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Jul-14-2022-10-03-29-60-PM.png?width=474&name=image-png-Jul-14-2022-10-03-29-60-PM.png)**                                      Click on the **first and last day** of the first reporting period in your calendar         ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Jul-14-2022-10-04-06-84-PM.png?width=480&name=image-png-Jul-14-2022-10-04-06-84-PM.png)   On the right side-lower box you will see “Adding a New Reporting Period”    \*Most common answers for that dropdown are:SEMESTER, TRIMESTER, SESSION, QUARTER - Click **Confirm** to save your choice. You will see what you saved in the above box - Continue this process to set all reporting periods, then click **Done** **Sub Periods:** If you use progress reports, they need to be defined as Sub Periods in yourSchool  Calendar                             Set Bell Periods (Optional not used for PLS) left off here  **Admin\>Settings\>School Calendars** Click on **Bell Periods** tab at the top of the page  **![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Jul-14-2022-10-04-40-46-PM.png?width=500&name=image-png-Jul-14-2022-10-04-40-46-PM.png)**     Choose the school year you want to create bell periods for and then click **Update**   ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Jul-14-2022-10-05-06-56-PM.png?width=495&name=image-png-Jul-14-2022-10-05-06-56-PM.png) Click the **Green Plus Button**. This will create an empty field where you can enter the name of the bell period. Click **Save** once complete     ![](https://help.schoolpathways.com/hubfs/image-png-Jul-14-2022-10-05-36-21-PM.png)                                                                                                                                            \*You can move the periods around by clicking on the green     **Transcript Settings** **Set Transcript Credit Requirements** There may have been changes to the Transcripts Settings that will give each school the ability to set up transcripts to match the school’s needs. Transcripts settings affect everything from credit requirements, grade weights, course modifiers and GPA types to how grades can be posted in PLS and Learning Centers.  **Admin»Setting \>Transcripts/Report Cards**  **![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Jul-14-2022-10-07-10-25-PM.png?width=480&name=image-png-Jul-14-2022-10-07-10-25-PM.png)**   Click on **Set Transcripts Credit Requirements**   ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Jul-14-2022-10-07-35-41-PM.png?width=462&name=image-png-Jul-14-2022-10-07-35-41-PM.png)     Click **Add a new school type** **![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Jul-14-2022-10-07-59-18-PM.png?width=459&name=image-png-Jul-14-2022-10-07-59-18-PM.png)**                                                                                        \* If you need to  create a new graduation type, click the “Add new graduation type” link. \*Type in the name of the new graduation type (ex: College Prep Education) . Do not forget to set the rollover category.  Name your school type, choose the grade levels, report card template, and select if you want to calculate credits for this type  Click **Save**  **![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Jul-14-2022-10-09-15-75-PM.png?width=471&name=image-png-Jul-14-2022-10-09-15-75-PM.png)** \*This will automatically create a “General Education” graduation type under your new school type  Click “Add a new course category” Enter a category name and Click **SAVE**  \*Repeat Step 5 until you have all categories entered  \*Selecting the “Make this the rollover category” for all graduation types, rollover category will be highlighted in green  If you make a mistake, click on a category, such as English, and edit or delete the course category ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Jul-14-2022-10-10-11-79-PM.png?width=449&name=image-png-Jul-14-2022-10-10-11-79-PM.png)     Click the **Credits** Tab on toolbar     Click  **Electives** category     ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Jul-14-2022-10-10-39-85-PM.png?width=435&name=image-png-Jul-14-2022-10-10-39-85-PM.png)    \* You can edit or delete the course categories and add new graduation types if needed. Click on the name of the course category if  you need to edit or delete it. All deletes in requires typing CONFIRM in all caps and clicking on the DELETE button to edit the credits needed in a category, just change the number of credits in the  boxes and click SET           Enter the credits required for each course type and click **SET**     **Set Printed Transcript Options** Choose Define Transcript Modifiers Determine what optional information will be included in students’ printed transcripts MODS Tab  Click **Mods** on your Toolbar  Choose what modifiers you want to be used on your transcripts \*If you would like to add modifiers to the list, click on **CHANGE MODIFIER LIST**    ![](https://help.schoolpathways.com/hubfs/image-png-Jul-14-2022-10-12-21-76-PM.png)   **Example**: students might have courses that will not be taken for credit. Click Add and enter “nc” and “course not taken for credit”    in  the fields. Change the Modifier set to read “\*\*Create New Set Called” and then enter your own name in the blank field     You can also choose the ‘Skip GPA’ calculation and “Skip Credits” calculation for any courses set with this modifier   **Save** OR  Click **Cancel/Done** to return to the main page Now choose where you want to allow this modifier. The USE column indicates what is on or off in the SIS. Choosing RW/PLS allows teachers to use it as a modifier in PLS  Click **Use Selected**   ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Jul-14-2022-10-13-29-83-PM.png?width=549&name=image-png-Jul-14-2022-10-13-29-83-PM.png) Click **Mods and Marks Tab                                                                                                                       ![](https://help.schoolpathways.com/hs-fs/hubfs/image-png-Jul-14-2022-10-14-02-65-PM.png?width=555&name=image-png-Jul-14-2022-10-14-02-65-PM.png)**                                  Above is a list of all the class marks that are acceptable for transcripts, and a list of the modifier sets. You may want to set things so that certain marks cannot be used with certain modifier sets. \*For example, you might decide that pass/fail classes can only be given a mark of “p” (pass) or “f” (fail), and that “p” may not be used unless the Pass Fail modifier (pf) has been selected for that class. Click on the **GPA Types** tab in the toolbar Here you see the types of GPAs that are being calculated on your transcripts. You can change these definitions and/or create new GPA type definitions for your transcripts Click **SAVE** when you have completed this page - Set the GPA types for your school (if you need to add more click on Add New Type) - Choose if you want a class rank to be calculated using this GPA. You must choose one and then click Save **Class Rank/Default Scales**. If you want another GPA type calculated for Class Rank, choose a new one and then click Save Class Rank/Default Scales again. - Choose if you want the GPA to be calculated on an un-weighted or weighted scale. Unless you want all grade types to have a boost (5.0 Scales instead of 4.0) leave this unweighted - Click on **“More Details”** and choose what grade levels this particular GPA type includes for calculation. The “Default” sets the grading scale to whatever you did in step 3 (usually unweighted.) Notice that the Pass/Fail grade type is not added into the GPA calculation and the honors and AP are given an extra point. Click **GPA Scales & Marks**          \*The Transcript GPA Scales are the marks you want to allow for classes and how much value should they have Enter in values you’d like to have for the GPA scales used for computing GPAs in transcripts for the various marks. If you don’t wish to use a particular mark in your transcripts, leave the entry box blank You may add your own marks if you aren’t satisfied with what you see here. To delete a mark, you must type   “CONFIRM” in all caps to complete the removal.  **SAVE** all changes Choose **Class Rank Tab** (this is optional) - Every night, the class rank for all students with transcripts is calculated \*This page shows the student name, the calculated GPA, the grade level, the class rank, and the date it was calculated - If there are errors in your student’s transcripts (because an entry was made erroneously), you will get an error report at the bottom of the page     **Program Options** **Admin» Settings» Program Options** This allows you to set any program you want to enroll your students in. Examples might be tutoring groups, groups that meet once every week, or groups that are enrolled in a special class that you need to get a specialized roster for. Once these are set, a student can be enrolled in the program from the student enrollment page. The following shows how to create a program for your school. When setting up a program, decide if it will be connected to ADA or just for general information and tracking of students. Click **Add** Enter the name of the Program. For example: Preenroll, Tutoring, etc. \* Program options should not be used for Special Program enrollments such as Special Education, 504, EL, or Free/Reduced Lunch programs. Click **SAVE**   **Setting District Information** Basic information about your school including address and phone numbers, must be entered. This includes your 14-digit CDE code. **Step 1**. **Admin»Settings»Set District Information** ![](https://lh4.googleusercontent.com/PsnmntEABSGnRwZEhoVyVpl74C1Hp3Mgs_5y05htk3orNCFycDhH79VrLMrxdaeTM4UP5FNtcCCVMvXXg5cqQ4AJmuEc-rXmpjSdA3uYtOUi1FA9ugoOd2zN7-8KyHjz0x-WtZ5Utv9xWQzhlw) **Step 2**. 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[Teachers Step 1](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#teachers-step-1) - [Admin](https://help.schoolpathways.com/knowledge/zoom?hsLang=en#admin) - [CALPADS](https://help.schoolpathways.com/knowledge/calpads?hsLang=en#main-content) - [CCI Dashboard Tour](https://help.schoolpathways.com/knowledge/calpads?hsLang=en#cci-dashboard-tour) - [AI Tools](https://help.schoolpathways.com/knowledge/ai-tools?hsLang=en) [![School Pathways Horizontal logo DARK](https://help.schoolpathways.com/hs-fs/hubfs/School%20Pathways%20Horizontal%20logo%20DARK.png?width=200&height=93&name=School%20Pathways%20Horizontal%20logo%20DARK.png "School Pathways Horizontal logo DARK")](https://help.schoolpathways.com/knowledge?hsLang=en) | [Webinar Registration Link](https://www.gotostage.com/channel/6ad5fe45cab0462a930c0420a4bb82e9) | [SIS Log In](https://milestone.plsis.com/mod.php/index.php?) | [School Pathways Blog](https://www.gotostage.com/channel/6ad5fe45cab0462a930c0420a4bb82e9) | Contact Us | | --- | --- | --- | --- |   [mailto:customerservice@schoolpathways.com](mailto:customerservice@schoolpathways.com) ```json { "@context" : "https://schema.org", "@type" : "Organization", "address" : { "@type" : "PostalAddress", "addressCountry" : "USA", "addressLocality" : "Portola", "addressRegion" : "CA", "postalCode" : "96122", "streetAddress" : "PO Box 432" }, "description" : "School Pathways offers K-12 Student Information System (SIS) and education software for charter schools and non-traditional programs.", "email" : "hello@schoolpathways.com", "logo" : "https://learn.schoolpathways.com/hubfs/School%20Pathways%20Horizontal%20logo%20DARK.png", "name" : "School Pathways", "sameAs" : [ "https://www.linkedin.com/company/school-pathways-llc", "https://www.facebook.com/schoolpathways/", "https://x.com/_schoolpathways" ], "telephone" : "866-200-6936", "url" : "https://schoolpathways.com/" } ```