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Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 1
InformationNOW – Permission Maintenance
About this Guide This Quick Reference Guide provides an overview of the settings available under System Preferences | Permission Maintenance in InformationNOW. This document is intended
to provide only a definition of the options available. For more details regarding security, please refer to the InformationNOW – System Preferences Quick Reference Guide, which is
available from the support Web site at http://support.sti-k12.com.
• To grant users access to an option under the Tasks or Reports tabs, place a check next to the item.
• The Field tab is used to grant various levels of access to database fields. Users may select Hidden, Read Only or Read/Write permissions for each field.
At the end of this document, a checklist has been added which contains a list of each option available in Permission Maintenance. Print and use this checklist to help determine permissions
that should be granted to various groups of users.
New Permissions New task and report permissions added to InformationNOW in the latest release are highlighted in yellow below.
Tasks The following is a brief description of the permissions available under the Tasks tab:
Topic Item Description
Academic Session Access Future Academic Sessions
Users may access future academic sessions at initial login or under Preferences | Change
Context. Chalkable Classroom Admin Portal users may also select a future academic session
from the Classes tab and the School view.
Academic Session Access Past Academic Sessions
Users may access past academic sessions at initial login or under Preferences | Change
Context. Chalkable Classroom Admin Portal users may also select a past academic session
from the Classes tab and the School view.
Academic Session Clear Academic Session Users may clear Academic Session under Mgmt Console | Console.
Academic Session Close Academic Session Users may close Academic Session under Mgmt Console | Console.
Academic Session Delete Academic Session Users may delete Academic Session under Mgmt Console | Console.
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 2
Topic Item Description
Academic Session Maintain Academic Session
Users may View and Edit academic sessions under School/District | School by selecting a
school and clicking the Acad Session tab.
Academic Session Maintain Calendar
Grants permission to edit the monthly calendar without requiring the user to have access to
Maintain Academic Session
Academic Session Maintain Closed Academic Session
Users may View and Edit closed academic sessions under School/District | School by
selecting a school and clicking the Acad Session tab.
Academic Session Prepare Academic Session User may click OK to save a new academic session under Mgmt Console | Console.
Academic Session Reopen Closed Academic Session Users may reopen a closed Academic Session under Mgmt Console | Console.
Academic Session View Academic Session
Users may View academic sessions under School/District | School by selecting a school and
clicking the Acad Session tab.
Address Find Similar Address
Allows users to access the Find Similar link when adding an address under Census |
Addresses.
Address Maintain Address
Allows user to edit mailing and physical addresses from a student, contact, staff or census
record. Also allows user to edit addresses from Census | Addresses.
Address Mass Verify Address
Allows a user with permission to use the new mass verify address functionality under Mgmt
Console | Console.
Address View Address Allows user to add, view or delete addresses from Census | Addresses.
Alerts Maintain Alerts Allows user to send and delete alerts under Mgmt Console | Alerts.
Alerts Send Alerts Allows user to send alerts under Mgmt Console | Alerts.
Attendance Maintain Attendance
Allows user to enter attendance records under Attendance | By Date or Attendance | Check
In/Out. Also allows user to enter attendance on individual student record under Students |
Student Maintenance.
Attendance Maintain Lock
Allows users to lock attendance months under School/District | School. Search for and select
to View a school. Click the Acad Session tab. Click to View a session. Click the Attendance
Months under the Manage menu on the left. Click to View a month.
Attendance Reconcile Attendance Allows user to reconcile attendance under Attendance | Reconcile Attendance.
Attendance Setup District Attendance Allows user to change options under Attendance | Setup on the Settings tab.
Attendance Setup School Attendance
Allows user to set school-level attendance settings under Attendance | Setup and on the
Settings tab. Without this permission, users will not be able to select the Use Different
Attendance Settings option and enter attendance settings that are different from the district
settings.
Attendance View Attendance
Allows user to view attendance records from the individual student screen under Students |
Student Maintenance or from the Attendance | By Date or Attendance | Check In/Out
menus. If unchecked, Maintain Attendance and Reconcile Attendance will also be unchecked.
Billing Add Charges Allows user to add charges under Billing | Charges | Add Charges.
Billing Add Payments Allows user to add payments under Billing | Payments | Add Payments.
Billing Apply Prepayments Allows user to apply prepayments under Billing | Payments | Apply Prepayments.
Billing Apply Recurring Credits Allows user to apply recurring credits under Billing | Payments | Apply Recurring Credits.
Billing Assess Day Care Charges Allows user to assess day care charges under Billing | Charges | Assess Day Care Charges.
Billing Assess Late Fees Allows user to assess late fees under Billing | Charges | Assess Late Fees.
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 3
Topic Item Description
Billing Assess Recurring Charges
Allows user to assess recurring charges under Billing | Charges | Assess Recurring
Charges.
Billing Auto Create Schedules Allows user to auto-create schedules under Billing.
Billing Fiscal Year Close out
Allows user to perform the steps necessary to close out the current fiscal year in Billing |
Utilities | Fiscal Year Closeout.
Billing Maintain Auto Create Batches
Allows user to create/edit batches in the Auto-Create Schedules feature in Billing |
Schedules | Auto-Create.
Billing Maintain Charge Templates
Allows user to create/edit Charge Templates in the Auto-Create Schedules feature in Billing |
Schedules.
Billing Maintain Charges Allows user to maintain charges under Billing | Charges | Maintain Charges.
Billing Maintain Day Care Charge Templates
Allows user to maintain day care charge templates under Billing | Schedules | Maintain Day
Care Charge Templates.
Billing Maintain Household Notes Allows user to add/edit Notes from Household Search Results pages in Billing.
Billing Maintain Household Profiles
Allows user to edit Household Profiles under Billing | Schedules | Household Profiles in
Billing | Schedules | Auto-Create.
Billing Maintain Payments Allows user to maintain payments under Billing | Payments | Maintain Payments.
Billing Maintain Posting Batches
Allows user to maintain posting batches under Billing | Utilities | Maintain Posting
Batches.
Billing Maintain Schedules Allows user to maintain schedules under Billing | Schedules | Maintain Schedules.
Billing Maintain Setup Allows user to maintain setup under Billing | Setup.
Billing Maintain Student Profiles
Allows user to create/edit Student Profiles under Billing | Schedules | Student Profiles in
Billing | Schedules | Auto-Create.
Billing Mass Assess Charges Allows user to mass assess charges under Billing | Charges | Mass Assess Charges.
Billing Mass Delete Charges Allows user to mass delete charges under Billing | Charges | Mass Delete Charges.
Billing Mass Delete Schedules Allows user to mass delete schedules in Billing | Schedules | Auto-Create.
Billing View Household Notes Allows user to view Notes created from Household Search Results pages in Billing.
Billing View Transaction Summary
Allows user to view transaction summary under Billing | Utilities | View Transaction
Summary.
Chalkable Administer Chalkable Allows user to access the Admin Portal link from Chalkable Classroom.
Chalkable Maintain Chalkable District Settings
Allows user to access the Settings option from the Chalkable Classroom Admin Portal, which
controls messaging between students and teachers.
Classroom Maintain Classroom Absence Reasons
Users post attendance under Classroom | Attendance. Selecting this option allows the
teacher to go back to a posted record and modify the reason code for the absence.
Classroom Maintain Classroom Attendance Allows user to post attendance from Classroom | Attendance menu.
Classroom Maintain Classroom Attendance (Admin)
Allows user to post attendance from Classroom | Attendance menu for all classes.
Chalkable Classroom Admin Portal users may also add/edit attendance records from the
Classes tab | School view | Class Profile view.
Classroom Maintain Classroom Discipline Allows user to enter student discipline from the Chalkable Discipline tab.
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 4
Topic Item Description
Classroom Maintain Classroom Discipline (Admin)
Allows user to enter student discipline from the Chalkable Discipline tab. Chalkable
Classroom Admin Portal users may also add/edit discipline records from the Classes tab |
School view | Class Profile view.
Classroom Maintain Classroom Grades Allows user to enter grades under Classroom | Grades menu.
Classroom Maintain Classroom Lunch Count Allows user to post lunch from Classroom | Lunch Count menu.
Classroom Maintain Classroom Lunch Count (Admin) Allows user to post lunch from Classroom | Lunch Count menu for all classes.
Classroom Maintain Classroom Roster Allows user to access Classroom | Roster menu.
Classroom Maintain Classroom Students
Allows user to click the student’s blue file number link to edit the student screen. This is
available from various sub-menus under the Classroom menu including Grade Book and
Attendance.
Classroom Maintain Classroom Textbook (Admin) Allows user to enter textbook information under Classroom | Textbook menu for all classes.
Classroom Maintain Classroom Textbook (Assign/Return) Allows user to enter textbook information under Classroom | Textbook menu.
Classroom Repost Classroom Attendance Allows user to repost attendance that was previously posted.
Classroom View Attendance Details
Allows user to click the blue attendance total link on the Classroom | Attendance. User may
click the blue total link to view the student’s attendance history.
Classroom View Classroom Absence Reasons Allows user to access the Absence Reasons menu option from the attendance posting screen.
Classroom View Classroom Attendance Allows user to view attendance under the Classroom | Attendance menu.
Classroom View Classroom Attendance (Admin)
Allows user to view attendance under the Classroom | Attendance menu for all classes.
Allows Chalkable Classroom Admin Portal users to view attendance records from the admin
portal Attendance tab within the Class Profile.
Classroom View Classroom Discipline Allows user to view student discipline from the Chalkable Discipline tab.
Classroom View Classroom Discipline (Admin)
Allows Chalkable Classroom Admin Portal users to view discipline records from the admin
portal Discipline tab within the Class Profile.
Classroom View Classroom Grades Allows user to view grades under the Classroom | Grades menu.
Classroom View Classroom Grades (Admin)
Allows user to view grades under the Classroom | Grades menu for all classes. Allows
Chalkable Classroom Admin Portal users to view grade records from the admin portal
Grading tab within the Class Profile.
Classroom View Classroom Lunch Count Allows user to view lunch counts from the Classroom | Lunch Count menu.
Classroom View Classroom Lunch Count (Admin) Allows user to view lunch counts from the Classroom | Lunch Count menu for all classes.
Classroom View Classroom Roster Allows user to view rosters under the Classroom | Roster menu.
Classroom View Classroom Roster (Admin) Allows user to view rosters under the Classroom | Roster menu for all classes.
Classroom View Classroom Students
Allows user to click the student’s blue file number link to view the student screen. This is
available from various sub-menus under the Classroom menu including Grade Book and
Attendance.
Classroom View Classroom Textbook Allows user to view textbook information from the Classroom | Textbook menu.
Classroom View Classroom Textbook (Admin)
Allows user to view textbook information from the Classroom | Textbook menu for all
classes.
Counseling Maintain Counseling
Allows user to add, view or delete counseling session records under the Counseling menu on
the individual student screen.
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 5
Topic Item Description
Counseling View Counseling
Allows user to view counseling session records under the Counseling menu on the individual
student screen.
Custom Fields Delete Bus Custom Fields
Allows user to delete bus custom fields under System Preferences | Setup or under
Scheduling | Setup.
Custom Fields Delete Course Custom Fields
Allows user to delete course custom fields under System Preferences | Setup or under
Scheduling | Setup.
Custom Fields Delete District Custom Fields Allows user to delete course custom fields under System Preferences | Setup.
Custom Fields Delete Incident Custom Fields Allows user to delete incident customer fields under System Preferences | Setup.
Custom Fields Delete School Custom Fields Allows user to delete course custom fields under System Preferences | Setup.
Custom Fields Delete Staff Custom Fields
Allows user to delete course custom fields under System Preferences | Setup or under Staff
| Setup.
Custom Fields Delete Student Custom Fields
Allows user to delete course custom fields under System Preferences | Setup or under
Students | Setup.
Custom Fields Delete Student Schedule Custom Fields
Allows user to delete student schedule custom fields under System Preferences | Setup or
under Scheduling | Setup.
Discipline Maintain Discipline
Allows user to add, view or delete discipline records under the Discipline menu on the
individual student screen or under Discipline | Incidents.
Discipline View Discipline
Allows user to view discipline records under the Discipline menu on the individual student
screen or under Discipline | Incidents.
District Maintain District Allows user to enter District information under the School/District | District menu.
District Maintain District Letter Allows user to edit letters under Reports | District | Student Letters.
District View District Allows user to only view District information under the School/District | District menu.
District View District Letter Allows user to view letters under Reports | District | Student Letters.
Email Create Classroom Email
Access to the Create Email link for staff, students or within Grade Book. Access to Email History link for staff, students or within Grade Book. Access to Utilities | Email. Grants
permission to create, forward and view email but NOT delete. User will only see emails they
have sent. May only send email to their sections’ students and/or student’s contacts.
Email Create Email (Admin)
Access to Create Email link for staff, students or within Grade Book. Access to Email History link for staff, students or within Grade Book. Access to Utilities | Email. Grants
permission to create, forward and view email NOT delete. User will only see emails they
have sent. May send email to all students and/or student’s contacts.
Email Maintain Classroom Email
Access to Create Email link for staff, students or within Grade Book. Access to Email History link for staff, students or within Grade Book. Access to Utilities | Email. Grants
permission to create, delete, forward and view email. User will only view/delete emails they
have sent. Users may send email only to their sections’ students and/or student’s contacts.
Email Maintain Email (Admin)
Access to Create Email link for staff, students or within Grade Book. Access to Email History link for staff, students or within Grade Book. Access to Utilities | Email. Grants
permission to create, delete, forward and view email. User may view/delete all emails in the
system. Users will have the ability to send email to all students and/or student’s contacts.
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 6
Topic Item Description
Fee Administer Fee
If selected, user is granted access to the Mass Assign Fees, Mass Change Fees, Mass Delete
Fees, Accounts, Reports and Setup menu under the Fees option.
Fee Maintain Fee Allows user to add, view and delete student fee records.
Fee Reconcile Course Fees Allows user to reconcile course fees under Mgmt Console | Console.
Fee View Fee Allows user to view student fee records.
GradeBook Award LE Credits (Classroom) Allows user to click the Learning Earnings icon and issue credits to students.
GradeBook Change Activity Dates
Allows user to change activity dates on the individual lesson plan under Classroom | Grade
Book and on the Plan tab.
GradeBook Maintain Classroom Allows user to access the Classroom | Grade Book menu.
GradeBook Maintain Classroom (Admin)
Allows user to access the Classroom | Grade Book menu for all classes. Allows Chalkable
Classroom Admin Portal users to edit items from the admin portal Now tab within the Class Profile. Also allows user to add/edit student scores and assign comments from the Grading
tab within the Class Profile. Users may also click in the Avg column and override the
student’s running Grade Book average for the selected grading period.
GradeBook Maintain Grade Book Averaging Method
Allows user to edit the Averaging Method portion of the Options screen which is found
under Classroom | Grade Book | on the individual section screen and under the Options link
on the left.
GradeBook Maintain Grade Book Categories
Allows user to edit Categories under Classroom | Grade Book | and on the individual
section screen.
GradeBook Maintain Grade Book Comments Allows users to edit, view or delete comments from the Grade Book comment bank.
GradeBook Maintain Standards Options
Allows user to edit the Standards portion of the Options screen which is found under
Classroom | Grade Book | on the individual section screen and under the Options link on
the left.
GradeBook Maintain Student Averages
Allows user to enter grades under Classroom | Grade Book from the individual class under
the Student Averages link under the Manage menu on the left.
GradeBook Maintain Student Grading Scales
Allows user to view/edit the grading scale assigned to the student for the selected class. Go
to Classroom | Grade Book to the individual class and click Student Grading Scales under
the Manage menu on the left.
GradeBook Post All Gradebooks
Grants permission to post grades for a grading period for all users under Mgmt Console |
Console | Post all gradebooks.
GradeBook Reconcile GradeBook
Allows user to reconcile an individual Grade Book under Classroom | Grade Book from the
individual class and on the Scores tab.
GradeBook View Classroom Allows user to view the Classroom menu.
GradeBook View Classroom (Admin)
Allows user to view the Classroom menu for all classes, not just the classes to which that
person is assigned as teacher. Allows Chalkable Classroom Admin Portal users to view items
from the admin portal Now tab within the Class Profile.
Grading Maintain Grade Settings Allows user to make changes to Grades | Setup | Settings tab.
Grading Maintain Grading
Allows user to perform manual grade entry/changes and access to most Grades | Setup | Lookup tab. Access to Grades | Setup | Settings tab has been removed. Access to Grades | Setup | Lookup tab | Grading Periods has been removed.
Grading Maintain Grading Periods Allows user to make changes to Grades | Setup | Lookup tab | Grading Periods.
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 7
Topic Item Description
Grading View Grading Allows user to view grades from Classroom | Grades.
Graduation Requirement Maintain Goal
Allows user to assign goals to students under Students | Student Maintenance and from the
Goals Sought option on the individual student screen.
Graduation Requirement View Goal
Allows user to view student goals under Students | Student Maintenance and from the
Goals Sought option on the individual student screen.
Health Dispense Medication
Allows user to access the Dispense Medication link from the individual student's medical
screen under Health.
Health Maintain Diabetic Log
Allows user to Add/View records on the student's Diabetic Log under Health | Student
Health.
Health Maintain General Medical
Allows user to Add/View records on the student's General Medical tab under Health |
Student Health.
Health Maintain Health Lookup Allows user to Add/View records under the Health | Setup option.
Health Maintain Immunizations Allows user to Add/View records on the student's Imm tab under Health | Student Health.
Health Maintain Medication Inventory
Allows user to Add/View records on the student's individual record on the Add Inventory
menu under Health | Student Health.
Health Maintain Nurse Notes Allows the user to Add/View/Delete nurse note records.
Health Maintain Office Visit
Allows user to Add/View records on the student's Office Visits tab under Health | Student
Health.
Health Maintain Screenings
Allows user to Add/View records on the student's Screenings tab under Health | Student
Health.
Health Maintain Student Health Conditions
Allows user to Add/View records on the student's Health Cond/Med Equip tab under Health |
Student Health.
Health Maintain Student Health Forms Allows user to Add/View records on the student's Forms tab under Health | Student Health.
Health Maintain Student Medical Equipment
Allows user to Add/View records on the student's Health Cond/Med Equip tab under Health
| Student Health.
Health Maintain Student Medication
Allows user to Add/View records on the student's Medication tab under Health | Student
Health.
Health Mass Assign Fitness Screenings
Allows user to mass assign fitness screenings to a group of students under Health | Mass
Manage.
Health Mass Assign Immunizations
Allows users to mass assign immunizations to a group of students under Health | Mass
Manage.
Health Mass Manage Screenings Allows user to manage student screening records under Health | Mass Manage.
Health Show Find Fitness Administrator
Allows user to choose Administered By when adding a new fitness screening record under
Health | Student Health.
Health Synchronize Medication Schedules
Allows user to Synchronize Medication Schedules with School Calendar under Health |
Utilities.
Health View Diabetic Log Allows user to View records on the student's Diabetic Log under Health | Student Health.
Health View General Medical
Allows user to View records on the student's General Medical tab under Health | Student
Health.
Health View Health Lookup Allows user to View records under the Health | Setup option.
Health View Immunizations Allows user to View records on the student's Imm tab under Health | Student Health.
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 8
Topic Item Description
Health View Medication Inventory
Allows user to View records on the student's individual record on the Add Inventory menu
under Health | Student Health.
Health View Nurse Notes Allows the user to View nurse note records.
Health View Office Visit
Allows user to View records on the student's Office Visits tab under Health | Student
Health.
Health
View Screenings
Allows user to View records on the student's Screenings tab under Health | Student Health.
Health
View Student Health Conditions
Allows user to View records on the student's Health Cond/Med Equip tab under Health |
Student Health.
Health
View Student Health Forms
Allows user to View records on the student's Forms tab under Health | Student Health.
Health View Student Medical Equipment
Allows user to View records on the student's Health Cond/Med Equip tab under Health |
Student Health.
Health View Student Medication Allows user to View records on the student's Medication under Health | Student Health.
Household Maintain Household Allows user to create households under Census | Household menu.
Household View Household Allows user to View household records under Census | Household menu.
Household Filter Maintain Household Filter Allows user to create household filters under Census | Household Filter menu.
Household Filter View Household Filter Allows user to View household filters under Census | Household Filter menu.
Job Execute Job Allows user to execute jobs under Mgmt Console | Jobs.
Job Maintain Job Schedule Allows user to execute jobs under Mgmt Console | Jobs.
Lookup Maintain Bus Allows user to add, edit and delete bus records and maintain bus custom user fields.
Lookup Maintain Lookup
Allows user to Add, View or Delete codes under System Preferences | Setup or the Setup
submenu under the various menus.
Lookup View Bus Allows user to view the bus lookup bank under System Preferences | Setup.
Lookup View Lookup
Allows user to View codes under System Preferences | Setup or the Setup submenu under
the various menus.
Medical Maintain Fitness
Allows user to Add, View or Delete student fitness records from the individual student screen
under Students | Student Maintenance and under the Medical menu.
Medical View Fitness
Allows user to View student fitness records from the individual student screen under
Students | Student Maintenance and under the Medical menu.
Person Maintain Person
Allows user to add person under Census | People. Also allows user to Add, View or Delete
record after performing a search under Census | People.
Person View Historical Addresses
Allows user to view the Historical Addresses link under the Tasks menu on the left of the
Addresses tab for Contacts, Staff, Staff Contacts and People.
Person View Historical Contacts
Allows user to view the Historical Contacts link under the Tasks menu on the left from the
Student’s
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 9
Topic Item Description
Person View Person Allows user to View record after performing a search under Census | People.
Reporting Access INFOCUS – All Academic Sessions
If installed, allows users to access INFocus reporting tool under Reports | INFOCUS. User
may generate reports for all academic sessions.
Reporting
Access INFOCUS – Logged In Academic Session
Only
If installed, allows users to access INFocus reporting tool under Reports | INFOCUS. User
may generate reports only for the academic session to which they originally logged in.
Reporting Approve State Report Allows user to approve state reports under Reports | State Approvals.
Reporting Export Affiliation Report
Allows user to export Reports | Affiliation | NCEA Census Report (National Catholic
Education Association Only)
Reporting Export State Report Allows user to export state reports under Reports | State.
Reporting Maintain INFOCUS Allows users to create reports under Reports | INFOCUS.
Scheduling Allow Override of Section Checks
Allows user to add a student to a section of a course even though the section has met the
maximum allowable seats.
Scheduling Build Master Schedule Allows user to access the Scheduling | Build Master Schedule menu.
Scheduling Clear All Sections Allows user to click the Clear button from the Scheduling | Build Master Schedule menu.
Scheduling Delete Section Allows user to delete sections under Scheduling | Master Schedule.
Scheduling
Execute Batch Scheduler – Current/Past Academic
Session
Allows user to run the Scheduling | Schedule Requests menu for a current or past academic
session.
Scheduling
Execute Batch Scheduler – Future Academic
Session Allows user to run the Scheduling | Schedule Requests menu for a future academic session.
Scheduling Execute Homeroom Builder Allows user to run the Scheduling | Homeroom Builder.
Scheduling Maintain Approve Requests
Allows user to Approve, Reject or Delete requests from the Scheduling | Approve Requests
menu.
Scheduling Maintain Course Allows user to Add, View and Delete courses under Scheduling | Valid Courses
Scheduling Maintain Course Scheduling Rules
Allows user to edit scheduling rules on the individual course screens under Scheduling |
Valid Courses and on the Rules tab.
Scheduling Maintain Homeroom Allows user to edit homerooms under Scheduling | Homerooms.
Scheduling Maintain Model
Allows user to Add, View or Delete models under Scheduling | Setup or System
Preferences | Setup.
Scheduling Maintain Section Allows user to Add, View or Delete sections under Scheduling | Master Schedule.
Scheduling Mass Assign Course Request Allows user to mass assign requests under Scheduling | Mass Assign Requests.
Scheduling Update Section from Course Edits
Allows user to select the option on the Scheduling | Valid Courses option to Apply
Changes To Sections.
Scheduling View Approve Requests Allows user to only view requests under Scheduling | Approve Requests.
Scheduling View Approve Requests (Admin) Allows user to only view requests for all sections under Scheduling | Approve Requests.
Scheduling View Course Allows user to View courses under Scheduling | Valid Courses.
Scheduling View Course Scheduling Rules Allows user to View the Rules tab on a specific course under Scheduling | Valid Courses.
Scheduling View Homeroom Allows user to view homerooms under Scheduling | Homerooms.
Scheduling View Model Allows user to View model under Scheduling | Setup or System Preferences | Setup.
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 10
Topic Item Description
Scheduling View Section Allows user to View section under Scheduling | Master Schedule.
School Locate Textbook Allows user to access the Locate tab under the School/District | Textbook menu.
School Maintain Letter Allows user to Add, View or Delete letters under School/District | Setup menu.
School Maintain Locker Allows user to access the School/District | Lockers menu.
School Maintain School Allows user to edit school record under School/District | School menu.
School Maintain School Announcements
Allows the user to add/edit/delete school level announcements under School/District |
School menu (without Maintain School permission)
School Maintain School Home Portal Settings Allows user to edit the settings on the Home Portal tab of the individual school record.
School Maintain School Rooms
Allows the user to add/edit/delete school rooms under School/District | School menu
(without Maintain School permission)
School Maintain School Textbook (Assign/Return)
Allows user to access the Assign/Return options on the Assignment tab under School/District
| Textbook menu.
School Maintain Textbook Allows user to edit textbook records under School/District | Textbook menu.
School Share School Settings Allows users to select the option n Share School Setup under Mgmt Console | Console.
School View Letter Allows user to View letters under School/District | Setup menu.
School View Locker Allows user to view the School/District | Lockers menu.
School View School Allows user to view school record under School/District | School menu.
School View School Home Portal Settings Allows user to view the settings on the Home Portal tab of the individual school record.
School View School Textbook
Allows user to view the Assign/Return options on the Assignment tab under School/District |
Textbook menu.
School View Textbook Allows user to view textbook records under School/District | Textbook menu.
Security Maintain Group Allows user to access the System Preferences | Group Maintenance option.
Security Maintain Group and School Assignment Allows user to assign groups or schools under the System Preferences menu.
Security Maintain Security Setting Allows user to edit options under System Preferences | Permission Maintenance.
Security Maintain User Allows user to setup user options under student, staff or contact’s Access tab.
Security Reset Staff Password
Allows user to reset the staff password from Staff | Staff Maintenance and on the individual
staff member's Access tab.
Security Reset Student/Parent Password
Allows user to reset the student or contact's password from Student | Student Maintenance
and on the individual person's Access tab.
Security View Login
Allows user to view the details regarding the last time the login was used from the Access tab
on the person record.
Security View Student Event Log
Allows user to access the student event log under Mgmt Console | Event Log and on the
Students tab. Also view the Import, Login, Setup and Staff tabs on the event log.
Security View User Student Access
Allows user to view the details regarding the last time the login was used from the Access tab
on the student record.
Staff Maintain Staff Allows user to add, view and delete staff records from Staff | Staff Maintenance menu.
Staff Maintain Staff (My School)
Allows user to add, view and delete staff records from Staff | Staff Maintenance menu only
for the schools to which the user has access.
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 11
Topic Item Description
Staff Maintain Staff Attendance
Allows user to add, view and delete staff attendance records under the Attendance menu on
the individual staff screen.
Staff Maintain Staff Leave
Allows user to add, view and delete staff leave days under the Leave Days menu on the
individual staff screen.
Staff Maintain Staff User Account Allows user to edit the settings under the Access tab on the individual staff screen.
Staff Maintain State Report Snapshot
Allows user to delete records from the staff State Reports History screen on the individual
staff screen.
Staff View Staff Allows user to view staff records from Staff | Staff Maintenance menu.
Staff View Staff (My School)
Allows user to view staff records from Staff | Staff Maintenance menu only for the schools
to which the user has access.
Staff View Staff Attendance
Allows user to view staff attendance records under the Attendance menu on the individual
staff screen.
Staff View Staff Contact
Allows user to view contacts under Staff | Staff Maintenance from the individual staff
member’s Contacts tab.
Staff View Staff Leave
Allows user to view staff leave days under the Leave Days menu on the individual staff
screen.
Staff View State Report Snapshot
Allows user to view records from the staff State Reports History screen on the individual
staff screen.
Staff Filter Maintain Staff Filter Allows user to add, view and delete staff filters under Staff | Staff Filter.
Staff Filter View Staff Filter Allows user to view staff filters under Staff | Staff Filter.
Standardized Test Administer Standardized Test
Allows user to Add and View tests from the student's individual Standardized Test Screen.
If unselected, users may still delete test records.
Standardized Test Maintain Standardized Test
Allows users to Add, View and Delete tests from individual student screen and from the
Students | Mass Manage | Standardized Test option.
Standardized Test View Standardized Test Allows user to View tests from the individual student's Standardized Test screen.
Standards Maintain Standard Allows user to Add, View and Delete standards from the System Preferences | Setup screen.
Standards View Standard Allows user to View standards from the System Preferences | Setup screen.
Student Add Future Registrations
Allows user to view/check the Future Registration box at the bottom of the student’s
enrollment screen even though the user may not have rights to access that school.
Student Add Student
Allows user to Add student from:
• Students | Student Maintenance | Add
• Students | Enrollment | Search for Student | Add
• Students | Registration | Search for Student | Add
• Students | District-wide Students | Add
Student Award LE Credits
Allows user to issue Learning Earning credits to students under Students | Student
Maintenance.
Student Delete Student Allows user to delete student under Students | Student Maintenance.
Student Enroll Student
Allows user to click the Enroll button from an individual person’s record under Students |
Enrollment.
Student Find Student Allows users to find a student under Students | Student Maintenance.
Student Import/Export Student Allows user to import/export students under the Students | Import/Export menu.
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 12
Topic Item Description
Student Maintain APlusActivityLog
Allows user to edit student's A+ Activity Log (Missouri Only) records from the individual
student's screen under Students | Student Maintenance.
Student Maintain APlusProgram
Allows user to edit student's A+ Program records (Missouri Only) from the individual
student's screen under Students | Student Maintenance.
Student Maintain Assign StandardizedTest
Allows user to Add, View or Delete standardized tests from the individual student’s
Standardized Tests screen from Students | Student Maintenance.
Student Maintain Assign StandardizedTest (Admin) Allows user to assign standardized tests under Students | Mass Manage.
Student Maintain Course Request
Allows user to Add, View or Delete requests from the individual student's Requests screen
from Students | Student Maintenance.
Student Maintain Custom Alerts Allows user to Add, View or Delete custom alerts under Students | Setup.
Student Maintain Health Condition
Allows user to Add, View or Delete Health Conditions from the individual student's Medical
screen from Students | Student Maintenance.
Student Maintain Immunization
Allows user to Add, View or Delete Immunizations from the individual student's Medical
screen from Students | Student Maintenance.
Student Maintain Immunization Certificate
Allows user to Add, View or Delete Immunizations Certificate information from the
individual student's Medical screen from Students | Student Maintenance.
Student Maintain Insurance
Allows user to Add, View or Delete Insurance information from the individual student's
Medical screen from Students | Student Maintenance.
Student Maintain MassManager
Allows user to access the Students | Mass Manage menu. Allows user to also edit district
services and programs under Students | Mass Manage | Mass Edit School Programs/District
Services.
Student Maintain Medical
Allows user to access the individual student's Medical screen from Students | Student
Maintenance.
Student Maintain Registration Allows user to search from the Students | Registration menu.
Student Maintain Screening
Allows user to Add, View or Delete Screening information from the individual student's
Medical screen from Students | Student Maintenance.
Student Maintain Special Education
Allows user to edit the Special Education Status, Eligibility Date, Reevaluation Date,
Primary Exceptionality, Special Education Exit Date, IEP Begin Date, IEP End Date,
Special Education Exit Reason, Case Manager, Date Enrolled in LEA and LRE fields
under the Services section from the individual student record's Misc tab under Students |
Student Maintenance.
Student Maintain Special Instructions
Allows user to edit the Special Instructions from the individual student record's Main tab
under Students | Student Maintenance.
Student Maintain Student
Allows user to View individual student records from the Students | Student Maintenance
menu.
Student Maintain Student Commendations
Allows user to Add, View or Delete Commendations from the individual student's Discipline
screen under Students | Student Maintenance.
Student Maintain Student Form
Allows user to Add, View or Delete Forms from the individual student's Forms screen under
Students | Student Maintenance. Also allows users to Maintain/View Attachments.
Student Maintain Student Letter
Allows user to Add, View or Delete Letters from the individual student's Letters screen
under Students | Student Maintenance.
Student Maintain Student Textbook (Assign/Return)
Allows user to Assign/Return textbooks from the individual student's Textbook screen under
Students | Student Maintenance.
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 13
Topic Item Description
Student Maintain Student Truancy Activity
Allows user to access the Truancy Activity link from the individual student’s Attendance
screen under Students | Student Maintenance.
Student Maintain Transportation
Allows user to change student transportation information without requiring them to have full
permission to student information.
Student Mass Edit Transcripts
Allows users to set historical transcript course types to match course types in the existing
lookup bank under Mgmt Console | Console | Mass Edit Transcripts.
Student Mass Enroll Allows user to access the Students | Mass Enrollment menu.
Student Mass Manage Assign District Services
Allows users to access the mass assign district services under Students | Mass Manage. Also
allows user to edit existing records under Students | Mass Manage | Mass Edit School
Programs/District Services.
Student Mass Manage Assign Programs Allows users to access the mass assign school programs under Students | Mass Manage.
Student Mass Manage Assign Student Goals Allows users to mass assign goals/career plans to students under Students | Mass Manage.
Student Perform Quick Entry/Edit Allows user to access the Students | Quick Entry/Edit menu.
Student Promote Student Allows user to Promote Students under Mgmt Console | Console.
Student Retain Student Allows user to mark student as Retain on Mass Promote on the student’s School tab.
Student View APlusActivityLog
Allows user to view student's A+ Activity Log (Missouri Only) records from the individual
student's screen under Students | Student Maintenance.
Student View APlusProgram
Allows user to view student's A+ Program records (Missouri Only) from the individual
student's screen under Students | Student Maintenance.
Student View Course Request
Allows user to View requests from the individual student's Requests screen from Students |
Student Maintenance.
Student View Custom Alert Tool Tip
For a student that meets criteria for a district alert, allows the user to hover over the alert icon
to see the details of the alert.
Student View District Student Search Allows user to access the Students | District-wide Students menu.
Student View Health Condition
Allows user to View Health Conditions from the individual student's Medical screen from
Students | Student Maintenance.
Student View Historical District Services
Allows a user to access district service records for previous academic sessions from the
individual student’s district Services screen from Students | Student Maintenance.
Student View Historical Truancy Records
Allows user to View Truancy records from previous academic sessions from the individual
student’s Attendance | Truancy Activities screen from Students | Student Maintenance.
Student View Immunization
Allows user to View Immunizations from the individual student's Medical screen from
Students | Student Maintenance.
Student View Immunization Certificate
Allows user to View Immunizations Certificate information from the individual student's
Medical screen from Students | Student Maintenance.
Student View Insurance
Allows user to View Insurance information from the individual student's Medical screen
from Students | Student Maintenance.
Student View MassManage Allows user to access the Students | Mass Manage menu.
Student View Medical
Allows user to access the individual student's Medical screen from Students | Student
Maintenance.
Student View Registration Allows user to search from the Students | Registration menu.
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 14
Topic Item Description
Student View Screening
Allows user to View Screening information from the individual student's Medical screen
from Students | Student Maintenance.
Student View Special Education
Allows user to view the Special Education Status, Eligibility Date, Reevaluation Date,
Primary Exceptionality, Special Education Exit Date, IEP Begin Date, IEP End Date,
Special Education Exit Reason, Case Manager, Date Enrolled in LEA and LRE fields
under the Services section from the individual student record's Misc tab under Students |
Student Maintenance.
Student View Special Instructions
Allows user to View the Special Instructions from the individual student record's Main tab
under Students | Student Maintenance.
Student View Student
Allows user to View individual student records from the Students | Student Maintenance
menu.
Student View Student Access
Allows user to view student access settings under Students | Student Maintenance on the
individual student’s Access tab.
Student View Student Address
Allows user to view student address under Students | Student Maintenance and on the
individual student’s Addresses tab.
Student View Student Commendations
Allows user to View Commendations from the individual student's Discipline screen under
Students | Student Maintenance.
Student View Student Contact
Allows user to view student contacts under Students | Student Maintenance and on the
individual student’s Contacts tab.
Student View Student Custom
Allows a user to only view the student’s individual Custom tab under Students | Student
Maintenance. Users with this permission only will not be able to edit fields on this tab.
Users must have permission to maintain this tab in order to edit fields.
Student View Student Enrollment Allows user to view student enrollment records from the student’s Enrollment tab.
Student View Student Form
Allows user to View Forms from the individual student's Forms screen under Students |
Student Maintenance.
Student View Student Letter
Allows user to View Letters from the individual student's Letters screen under Students |
Student Maintenance.
Student View Student Miscellaneous
Allows a user to only view the student’s individual Maintenance tab under Students |
Student Maintenance. Users with only this permission will not be able to edit fields on this
tab. Users must have permission to maintain this tab in order to edit fields.
Student View Student School
Allows user to view student school records under Students | Student Maintenance and on
the individual student’s School tab.
Student View Student Textbook
Allows user to view textbook information from the individual student's Textbook screen
under Students | Student Maintenance.
Student View Student Truancy Activity
Allows user to view the Truancy Activity from the individual student’s Attendance screen
under Students | Student Maintenance.
Student Withdraw Student Allows user to withdraw student.
Student Filter Maintain Student Filter Allows user to add, view and delete student filters under Students | Student Filter.
Student Filter View Student Filter Allows user to view student filters under Students | Student Filter.
System Maintain Required Fields
Allows user to designate required fields under the following:
• Student Main tab
• Student Enrollment Main tab
• Student Registration Main tab
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 15
Topic Item Description
Third Party Integration AlertNow Student Export Allows user to access the 3rd Party Integration | AlertNow Export option.
Third Party Integration Comalex Café Export Allows user to access the 3rd Party Integration | Comalex Cafe option.
Third Party Integration Export Career Cruising Allows user to access the 3rd Party Integration | Export Career Cruising option.
Third Party Integration Export ConnectEdu Allows user to access the 3rd Party Integration | ConnectEdu option.
Third Party Integration Export Lunch Box Allows user to access the 3rd Party Integration | Lunch Box option.
Third Party Integration Export Meral Lunch Allows user to access the 3rd Party Integration | MCS Meral Lunch option.
Third Party Integration Export PhoneMaster Allows user to access the 3rd Party Integration | Phone Master option.
Third Party Integration Export School Messenger Allows user to access the 3rd Party Integration | School Messenger option.
Third Party Integration Export STI Lunch Allows user to access the 3rd Party Integration | STI Lunch option.
Third Party Integration Import Career Cruising Allows user to access the 3rd Party Integration | Import Career Cruising option.
Third Party Integration XAP Transcript Allows user to access the 3rd
Party Integration | XAP Transcript option.
Transcript Maintain Transcript Allows user to add, view and delete records from the individual student’s Transcript screen.
Transcript Maintain Transcript Term
Allows user to add, view and delete transcript terms from the individual student’s Transcript
screen.
Transcript Reconcile Term GPA and Rank Allows user to Reconcile Term GPA and Rank under Mgmt Console | Console.
Transcript Unpost Transcript Allows user to Unpost Grades To Transcript records under Mgmt Console | Console.
Transcript View Transcript Allows user to view records from the student's individual Transcript screen.
Utilities Administer Integration Allows user to access Utilities | STI integration option.
Utilities Import Data Allows user to access Utilities | File Imports option.
Utilities Import Tests Allows user to access Utilities | File Imports and the Tests tab.
Utilities Maintain Associated People
Allows user to edit associated people via the Associated People link, which is located on
several screens including student contact.
Utilities Maintain Home Passwords Allows user to access Utilities | Assign Home Passwords.
Utilities Maintain Query Tool Allows user to access Utilities | Query menu.
Utilities Match Pictures Allows user to access Utilities | Pictures and the Matching tab.
Utilities Pre Picture Specifications Allows user to access Utilities | Pictures and the Generating tab.
Utilities View Associated People
Allows user to view associated people via the Associated People link, which is located on
several screens including student contact.
Utilities View Query Tool Allows user to view queries under the Utilities | Query menu.
Role-Based Query Permission Prior to this release, a user with access to Query could access every field, regardless of the task or field restrictions under Permission Maintenance. As of this release, Administrator-level
users may now use the group permission setup to restrict or give full access in Query for tasks and fields.
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 16
Task Level Permission A user will not be able to open a view for an area/task for which the user does not have permission. If the user does not have all the necessary permissions to access a view, the option will
be grayed out. For example:
• If the user does not have View Student permission, the user will not be able to open the Student view.
• If the user does not have View Discipline permission, the user will not be able to open the Student Discipline view.
The following is a list of required permissions that are required to access a query view. Users must have all permissions listed to access the view.
View Permission(s) needed to open the view
Course/section View or Maintain Staff
View or Maintain Course
View or Maintain Section
Staff View or Maintain Staff (my School) or View or Maintain Staff
View Staff Contact
Student View or Maintain Student
View Student Contact
Student Daily Attendance View or Maintain Student
View or Maintain Attendance
View Student Contact
Student Discipline View or Maintain Student
View or Maintain Discipline
View or Maintain Section
View Student Contact
Student District Service View or Maintain Student
View or Maintain Student District Service
View Student Contact
Student Grading View or Maintain Student
View or Maintain Grading
View or Maintain Section
View Student Contact
Student Medical View or Maintain Student
View or Maintain Medical
View Student Contact
Student Period Attendance View or Maintain Student
View or Maintain Attendance
View or Maintain Section
View Student Contact
Student Schedule View or Maintain Student
View or Maintain Transcript
View or Maintain Section
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 17
View Permission(s) needed to open the view
View Student Contact
Student Transcript View or Maintain Student
View or Maintain Transcript
View or Maintain Section
View Student Contact
Field Level Permission If a user has View/Maintain query permission and opens a saved public query that contains a field for which he or she does not have permission, the field will be hidden. For example, if the
student SSN is hidden from the user, who then opens a saved public query under the Student view that contains the SSN field, that field will be hidden in the query.
Hyperlink to Student Maintenance When a student-based query is generated to the screen, the user may click the student record to access the Student Maintenance screen for the selected student. The student record will show
the same level of permission as if the student record were access from Students | Student Maintenance.
Fields The following is a brief description of the permissions available under the Fields tab:
Topic Item Description
Contact Address Mailing or Physical Address on the Main tab.
Contact Date Of Birth Date Of Birth on the Main tab.
Contact EducationLevel Education Level on the Miscellaneous tab.
Contact EmployerName Employer Name on the Miscellaneous tab.
Contact Ethnicity Race on the Main tab.
Contact FirstName First Name on the Main tab.
Contact IsHomeless Homeless on the Miscellaneous tab.
Contact Last Name Last Name on the Main tab.
Contact MaritalStatus Marital Status on the Miscellaneous tab.
Contact Middle Name Middle Name on the Main tab.
Contact Nationality Citizenship/Nationality on the Miscellaneous tab.
Contact PreferredName Preferred Name on the Main tab.
Contact ProperTitle Title on the Main tab.
Contact Religion Religious Affiliation on the Miscellaneous tab.
Contact ResidencyStatus Residency Status on the Miscellaneous tab.
Contact SocialSecurityNumber Social Security No. on the Main tab.
Contact Telephone Phone on the Main tab.
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 18
Topic Item Description
Scheduling Course Short/Long Name Short or long name on the course under Scheduling | Valid Courses.
Scheduling Section Short/Long Name Short or long name on the section under Scheduling | Master Schedule.
Staff Address Mailing or Physical Address on the Main tab.
Staff Classification Classification on the Class tab.
Staff Date Of Birth Date Of Birth on the Main tab.
Staff DateHired Date Hired on the Misc tab.
Staff Degree Degree on the Misc tab.
Staff Ethnicity Race on the Main tab.
Staff First Name First Name on the Main tab.
Staff Generation Generation on the Main tab.
Staff HasTenure Tenured on the Misc tab.
Staff InternetPassword Internet Password on the Misc tab.
Staff IsItinerantWorker Itinerant on the Misc tab.
Staff Last Name Last Name on the Main tab.
Staff MaritalStatus Marital Status on the Misc tab.
Staff Middle Name Middle Name on the Main tab.
Staff Nationality Citizenship/Nationality on the Misc tab.
Staff PreferredName Preferred Name on the Main tab.
Staff PrimaryClassification Primary Classification on the Class tab.
Staff ProperTitle Title on the Main tab.
Staff ProvidesHomeSchooling Home School on the Misc tab.
Staff Religion Religious Affiliation on the Misc tab.
Staff ResidencyStatus Residency Status on the Misc tab.
Staff ResidentSchoolZone Resides In School Zone on the Main tab.
Staff School Primary School on the Class tab.
Staff SocialSecurityNumber Social Security No. on the Main tab.
Staff Staff Number Staff Number on the Misc tab.
Staff StateIDNumber State ID Number on the Misc tab.
Staff Telephone Phone on the Main tab.
Staff TelephonyPIN Phone Based Pin Number on the Access tab.
Staff YearsExperience Years Experience on the Misc tab.
Student Address Mailing or Physical Address on the Main tab.
Student AltStudentNumber Alternate Student Number on the Misc tab.
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 19
Topic Item Description
Student BirthCertNumber Birth Certificate # on the Misc tab.
Student Contact
View records of anyone assigned as student contact without requiring permission to view
person. If the user does not have the View Student Contact or View Person permission, the
hyperlink is disabled.
Student Contact Permission Allows user to click person hyperlink of anyone assigned as student contact.
Student Date Of Birth Date Of Birth on the Main tab.
Student Ethnicity Race on the Main tab.
Student First Name First Name on the Main tab.
Student Gender Gender on the Main tab.
Student Grade Grade Level on the Main tab.
Student HomelessStatus Homeless Status on the Misc tab.
Student InternetPassword Internet Password on the Misc tab.
Student IsAllowedInetAccess Internet Access on the Misc tab.
Student IsForeignExchange Foreign Exchange Student on the Misc tab.
Student IsHomeless Homeless on the Misc tab.
Student IsImmigrant Immigrant on the Misc tab.
Student Last Name Last Name on the Main tab.
Student LunchProgram Lunch Code on the Main tab.
Student MaritalStatus Marital Status on the Misc tab.
Student Middle Name Middle Name on the Main tab.
Student Migrant Migrant on the Misc tab.
Student Nationality Citizenship/Nationality on the Misc tab.
Student Photograph Photograph file on the Main tab.
Student PreferredName Preferred Name on the Main tab.
Student Religion Religious Affiliation on the Misc tab.
Student ResidencyStatus Residency Status on the Misc tab.
Student School School Next Year on the Main tab.
Student Section504Qualification Section 504 Qualification on the Misc tab.
Student SocialSecurityNumber Social Security No. on the Main tab.
Student StateIDNumber State ID Number on the Misc tab.
Student Student Number Student Number on the Misc tab.
Student Telephone Phone on the Main tab.
Student TelephonyPIN Telephone PIN Number on the Misc tab.
Student TransportMethod Transportation Code on the School tab.
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 20
Topic Item Description
Custom Fields
Course, Bus, District, School, Staff, Student,
Student Schedule
Users have the ability to mark any custom field as Secured under System Preferences |
Setup. If a field is marked as Security, users will see that field on the list of fields in
Permission Maintenance. Users may then mark the field as either Hidden, Read or Read
Only for a user group.
Reports The following is a brief description of the permissions available under the Reports tab along with the location(s) of each report:
Topic Item Location(s)
Attendance ADA/ADM • Reports | School
• Attendance | Reports
Attendance ADA/ADM By Hours • Reports | School
• Attendance | Reports
Attendance Admit Slip • Attendance | Check In/Out | Add Check In/Out
• Attendance | Check In/Out | Edit Check In/Out History
• Students | Student Maintenance. Select to view a student and click Attendance | Check
In/Out | Add Check In/Out History.
• Students | Student Maintenance. Select to view a student and click Attendance | Check
In/Out | Edit Check In/Out History.
Attendance Attendance Profile • Reports | School
• Attendance | Reports
• On the individual student record under the Reports menu at left.
• On the individual student record under the Attendance menu at left.
• From the teacher’s Classroom | Attendance screen when editing a class and under the
Reports menu.
Attendance Check In/Out List • Reports | School
• Attendance | Reports
• On the individual student record under the Attendance menu at left.
Attendance Cumulative Absence List • Reports | School
• Attendance | Reports
Attendance Daily Absence Listing • Reports | School
• Attendance | Reports
• From the teacher’s Classroom | Grade Book screen
• From the teacher’s Classroom | Grades screen
• From the teacher’s Classroom | Lunch Count screen
• From the teacher’s Classroom | Roster screen
Attendance (State) Monthly Attendance Register – not available
in all states • Reports | School
• Attendance | Reports
Attendance Perfect Attendance List • Reports | School
• Attendance | Reports
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 21
Topic Item Location(s)
Attendance Period Attendance • Reports | School
• Attendance | Reports
• On the individual student record under the Attendance menu at left.
Attendance Unposted Attendance • Reports | School
• Attendance | Reports
• Management Console | Console
Billing Aged Analysis Billing | Reports
Billing Applied Payments And Credits Billing | Reports
Billing Auto Create Batch Billing | Reports
Billing Auto Create Profile Billing | Reports
Billing Charge Entry Listing Billing | Reports
Billing Charge Summary By Account Billing | Reports
Billing Charge Templates Billing | Reports
Billing Current Household Balance Billing | Reports
Billing Day Care Charge Templates Billing | Reports
Billing Discounts And Credits Billing | Reports
Billing General Ledger Posting Billing | Reports
Billing Household Preferences Billing | Reports
Billing Household Statement Billing | Reports
Billing Payment And Credit Analysis Billing | Reports
Billing Payment Receipt Journal Billing | Reports
Billing Payment Summary By Account Billing | Reports
Billing Prepayment Application Recap Billing | Reports
Billing Projected Income Report Billing | Reports
Billing Recurring Schedule Statement Billing | Reports
Billing Recurring Schedules Billing | Reports
Billing Unapplied Prepayments Billing | Reports
Billing Unused Credit Schedules Billing | Reports
Classroom Attendance Profile • Classroom | Grade Book and from the individual section screen.
Classroom Birthday Listing • Classroom | Grade Book and from the individual section screen.
Classroom Classroom Attendance Register • Classroom | Reports
• Classroom | Attendance
Classroom Comprehensive Progress • Classroom | Grade Book and from the individual section screen.
Classroom Course Roster • Classroom | Grade Book and from the individual section screen.
Classroom Grade Book • Classroom | Grade Book and from the individual section screen.
Classroom Grade Distribution • Classroom | Grade Book and from the individual section screen.
Classroom Grade Verification • Classroom | Grade Book and from the individual section screen.
Classroom Lesson Plan • Classroom | Grade Book and from the individual section screen.
Classroom Lunch Counts • Classroom | Grade Book and from the individual section screen.
Classroom Missing Assignments • Classroom | Grade Book and from the individual section screen.
Classroom Portrait Style Report Card • Classroom | Grade Book and from the individual section screen.
Classroom Report Card • Classroom | Grade Book and from the individual section screen.
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 22
Topic Item Location(s)
Classroom Standardized Test • Classroom | Grade Book and from the individual section screen.
Classroom Standards Report Card • Classroom | Grade Book and from the individual section screen.
Classroom Student Listing • Classroom | Grade Book and from the individual section screen.
Classroom Two-Column Report Card • Classroom | Grade Book and from the individual section screen.
Classroom Unposted Grades • Classroom | Grade Book and from the individual section screen.
Counseling Counseling Session • Reports | School
• Students | Reports
• On the individual student record under the Counseling menu at left.
Discipline Discipline Report • Reports | School
• Discipline | Reports
• On the individual student record under the Discipline menu at left.
Discipline Discipline Statistics • Reports | School
• Discipline | Reports
Discipline Incident Detail • Reports | School
• Discipline | Reports
Discipline Incident Summary • Reports | School
• Discipline | Reports
DistrictReports District Absence Counts Reports | District Reports
DistrictReports District ADA Counts Reports | District Reports
DistrictReports District ADA/ADM By Days Reports | District Reports
DistrictReports District ADA/ADM By Hours Reports | District Reports
DistrictReports District ADM Counts Reports | District Reports
DistrictReports District Attendance Counts Reports | District Reports
DistrictReports District Daily Attendance Reports | District Reports
DistrictReports Execute District Letter
Reports | District Reports - Student Letters or Attendance Letters.
DistrictReports Household/Family Mailing Label
Reports | District Reports
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 23
Topic Item Location(s)
Fee Fee Receipt
On the individual student record under the Fees manage menu. Enter a payment for a fee and
check the Print Receipt box.
Fee Receipts Journal
• Reports | School
• Fees | Reports
Fee Student Balance
• Reports | School
• Fees | Reports
Fee Student Fee Activity Listings • Reports | School
• Fees | Reports
• On the individual student record under the Fees menu at left.
Fee Student Fee Statement • Reports | School
• Fees | Reports
• On the individual student record under the Fees menu at left.
Gradebook Comprehensive Progress • Reports | School
• Classroom | Reports
• On the teacher’s Grade Book screen under the Reports menu at left.
• On the individual student record under the Reports menu on the left.
Gradebook GradeBook • Classroom | Reports
• On the teacher’s Grade Book screen under the Reports menu at left.
Gradebook Grade Book Use •
Gradebook Lesson Plan • Reports | School
• Classroom | Reports
• On the teacher’s Grade Book screen under the Reports menu at left.
Gradebook Lunch Counts • Classroom | Reports
Gradebook Missing Assignments • Classroom | Reports
• The individual student record under the Reports menu at left.
• On the teacher’s Grade Book screen under the Reports menu at left.
Gradebook Progress Report On the teacher’s Grade Book screen under the Reports menu at left.
Gradebook Unposted Grades & Grade Book Use • Reports | School
• Classroom | Reports
• Grades | Reports
Grading Career Tech Verification Reports | State | Career Tech Verification (Alabama Only)
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 24
Topic Item Location(s)
Grading Class Rank • Reports | School
• Grades | Reports
Grading Failure Listing • Reports | School
• Grades | Reports
Grading Grade Distribution • Reports | School
• Grades | Reports
Grading Grade Label • Reports | School
• Grades | Reports
• On the individual student record under the Grades menu at left.
Grading Grade Verification Report • Reports | School
• Grades | Reports
Grading Honor Roll • Reports | School
• Grades | Reports
Grading Missing Grades • Reports | School
• Grades | Reports
Grading Portrait Style Report Card • Reports | School
• Grades | Reports
• Students | Reports
• On the individual student record under the Grades menu at left.
• Classroom | Gradebook. Select to view a section. Go to Reports.
Grading Report Card • Reports | School
• Grades | Reports
• On the teacher’s Grade Book screen under the Reports menu at left.
• On the individual student record under the Grades menu at left.
Grading Two Column Report Card • Reports | School
• Grades | Reports
• On the teacher’s Grade Book screen under the Reports menu at left.
• On the individual student record under the Grades menu at left.
• On the individual student record under the Reports menu at left.
Grading Worksheet Report On the teacher’s Grade Book screen under the Reports menu at left.
Health (where installed) Daily Log • Health | Reports
Health (where installed) Fitness Screening • Health | Reports
Health (where installed) Health Assessment (AL Only) • Health | Reports
Health (where installed) Health Conditions • Health | Reports
Health (where installed) Immunization Certificate • Health | Reports
Health (where installed) Immunization Compliance Report • Health | Reports
Health (where installed) Medical Equipment • Health | Reports
Health (where installed) Medical Profile • Health | Reports
• Health | Student Health on the individual student record under the Reports menu on the
left.
Health (where installed) Medication Dispensing Checklist • Health | Reports
Health (where installed) Medication Listing • Health | Reports
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 25
Topic Item Location(s)
Health (where installed) School Entry Survey (AL Only) • Health | Reports
Health (where installed) Scoliosis Screening • Health | Reports
Health (where installed) Student Office Visit • Health | Reports
Health (where installed) Vision Screening • Health | Reports
Medical Immunization Compliance • Reports | School
• Students | Reports
• On the individual student record under the Medical menu at left.
• On the individual student record under the Medical menu at left.
Person Family Directory • Reports | School
• Census | Reports
Person Family Mailing Label • Reports | School
• Census | Reports
Person Household/Family Mailing Label/Envelope • Reports | School
• Census | Reports
Scheduling Class Roster • Reports | School
• Under Scheduling | Reports and from the master schedule section edit screen under the
Roster manage menu.
• From the teacher’s Classroom | Roster screen when editing a class and from the Reports
menu on the left.
Scheduling Course Listing • Reports | School
• Scheduling | Reports
Scheduling Course Request Analyzer • Reports | School
• Scheduling | Reports
Scheduling Course Request Errors • Reports | School
• Scheduling | Reports
• On the teacher’s Grade Book screen under the Requests menu at left.
Scheduling Course Request Matrix • Reports | School
• Scheduling | Reports
Scheduling Course Request Roster • Reports | School
• Scheduling | Reports
• From the Edit Course Request Roster screen.
Scheduling Course Request Tally • Reports | School
• Scheduling | Reports
Scheduling Course Request Verification • Reports | School
• Scheduling | Reports
• On the individual student record under the Requests menu at left.
• On the individual student record under the Reports menu at left.
Scheduling Free Room • Reports | School
• Scheduling | Reports
Scheduling Free Teacher • Reports | School
• Scheduling | Reports
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 26
Topic Item Location(s)
Scheduling Incomplete Student Schedules • Reports | School
• Scheduling | Reports
Scheduling Master Schedule Error Report • Reports | School
• Scheduling | Reports
Scheduling Master Schedule List • Reports | School
• Scheduling | Reports
Scheduling Master Schedule Matrix • Reports | School
• Scheduling | Reports
Scheduling Master Schedule Summary • Reports | School
• Scheduling | Reports
Scheduling Room-Teacher Utilization • Reports | School
• Scheduling | Reports
Scheduling Scheduling Error Report Scheduling | Schedule Requests. The error report is generated after requests are scheduled.
Scheduling Standards Bank • Reports | School
• Also available on the individual course record under Scheduling | Valid Courses.
Scheduling Student Schedule List • Reports | School
• Scheduling | Reports
• On the individual student record under the Reports menu at left.
• On the individual student record under the Schedule menu at left.
Scheduling Student Schedule Matrix • Reports | School
• Scheduling | Reports
School Attendance Calendar Report • Reports | School
• Attendance | Reports
• School/District | Reports
School Locker Listing • Student | Reports
• Reports | School
• School/District | Reports
Staff Staff Attendance • Reports | School
• Staff | Reports
Staff Staff Listing • Reports | School
• Staff | Reports
Staff Staff Mailing Labels • Reports | School
• Staff | Reports
Staff Teacher Schedule • Reports | School
• Staff | Reports
• Staff | Staff Maintenance
Standards Missing Standards • Reports | School
Standards Standards Report Card • Reports | School
• Under Classroom | Grade Book | Standards tab
• On the teacher’s Grade Book screen under the Reports menu at left.
• On the individual student record under the Reports menu at left.
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 27
Topic Item Location(s)
Student A+ Eligibility • Reports | School
• Students | Reports
• On the individual student record under the A+ Tracking menu at left.
Student AL Taylor’s Law (AL Only) • Reports | School
• Students | Reports
Student Diploma Requirement Checking • Reports | School
• Also available on the individual student record. Click Goals Sought and then select Goal
Checking under the Reports menu at left.
Student Eligibility • Reports | School
• Students | Reports
Student Enrollment History • Reports | School
• Students | Reports
Student Grade Label 1 15/16 x 2 ¾ • Reports | School
• Students | Reports
Student No Show and Registered Student History • Reports | School
• Students | Reports
Student Permanent Record Header Label • Reports | School
• Students | Reports
Student Profile • Reports | School
• Students | Reports
• On the individual student record under the Reports menu at left.
Student Returning Students • Reports | School
• Students | Reports
Student Standardized Test • Reports | School
• Students | Reports
• On the teacher’s Grade Book screen under the Reports menu at left.
• On the individual student record under the Reports menu or under the Standardized Tests
manage menu.
Student Student Birthday Listing • Reports | School
• Students | Reports
• On the teacher’s Grade Book screen under the Reports menu at left.
Student Student Envelopes • Reports | School
• Students | Reports
• On the individual student record under the Reports menu at left.
Student Student Forms • Reports | School
• Students | Reports
• On the individual student record under the Reports menu at left.
• On the individual student record under the Forms menu at left.
Student Student Labels • Reports | School
• Students | Reports
• On the individual student record under the Reports menu at left.
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 28
Topic Item Location(s)
Student Student Listing • Reports | School
• Students | Reports
• Classroom | Reports
• On the teacher’s Grade Book screen under the Reports menu at left.
Student Student Summary Count • Reports | School
• Students | Reports
Student Student Truancy Check • Reports | School
• Students | Reports
Transcript Permanent Record Labels • Reports | School
Transcript Transcript Report • Reports | School
• On the individual student record under the Reports menu.
Transcript Transcript Report Landscape • Reports | School
• On the individual student record under the Reports menu.
Transportation Bus List • Reports | School
• Also available under System Preferences | Setup. Select Bus from the lookup list and
click Refresh.
Transportation Bus Roster • Reports | School
• Also available under System Preferences | Setup. Select Bus from the lookup list and
click Refresh.
Transportation Transport Method • Reports | School
Transportation Transport Method History • Reports | School
Utilities NCEA Census Report • Reports | Affiliation | NCEA Census Report (National Catholic Education Association
Only)
Utilities PinSlip 1Up • Utilities | Assign Home Passwords
Utilities PinSlip 3Up • Utilities | Assign Home Passwords
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 29
Permission Checklist Check all permissions that are to be granted to the following user group:
User Group: _____________________________________________
Tasks
Topic Item
Academic Session Access Future Academic Sessions
Academic Session Access Past Academic Sessions
Academic Session Clear Academic Session
Academic Session Close Academic Session
Academic Session Delete Academic Session
Academic Session Maintain Academic Session
Academic Session Maintain Calendar
Academic Session Maintain Closed Academic Session
Academic Session Prepare Academic Session
Academic Session Reopen Closed Academic Session
Academic Session View Academic Session
Address Find Similar Address
Address Maintain Address
Address Mass Verify Addresses
Address View Address
Alerts Maintain Alerts
Alerts Send Alerts
Attendance Maintain Attendance
Attendance Maintain Lock
Attendance Reconcile Attendance
Attendance Setup District Attendance
Attendance Setup School Attendance
Attendance View Attendance
Billing Add Charges
Billing Add Payments
Billing Apply Prepayments
Billing Apply Recurring Credits
Topic Item
Billing Assess Day Care Charges
Billing Assess Late Fees
Billing Assess Recurring Charges
Billing Auto Create Schedules
Billing Fiscal Year Close out
Billing Maintain Auto Create Batches
Billing Maintain Charge Templates
Billing Maintain Charges
Billing Maintain Day Care Charge Templates
Billing Maintain Household Notes
Billing Maintain Household Profiles
Billing Maintain Payments
Billing Maintain Posting Batches
Billing Maintain Schedules
Billing Maintain Setup
Billing Maintain Student Profiles
Billing Mass Assess Charges
Billing Mass Delete Charges
Billing Mass Delete Schedules
Billing View Household Notes
Billing View Transaction Summary
Chalkable Administer Chalkable
Chalkable Maintain Chalkable District Settings
Classroom Maintain Classroom Absence Reasons
Classroom Maintain Classroom Attendance
Classroom Maintain Classroom Attendance (Admin)
Classroom Maintain Classroom Discipline
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 30
Topic Item
Classroom Maintain Classroom Discipline (Admin)
Classroom Maintain Classroom Grades
Classroom Maintain Classroom Lunch Count
Classroom Maintain Classroom Lunch Count (Admin)
Classroom Maintain Classroom Roster
Classroom Maintain Classroom Students
Classroom Maintain Classroom Textbook (Admin)
Classroom Maintain Classroom Textbook (Assign/Return)
Classroom Repost Classroom Attendance
Classroom View Attendance Details
Classroom View Classroom Absence Reasons
Classroom View Classroom Attendance
Classroom View Classroom Attendance (Admin)
Classroom View Classroom Discipline
Classroom View Classroom Discipline (Admin)
Classroom View Classroom Grades
Classroom View Classroom Grades (Admin)
Classroom View Classroom Lunch Count
Classroom View Classroom Lunch Count (Admin)
Classroom View Classroom Roster
Classroom View Classroom Roster (Admin)
Classroom View Classroom Students
Classroom View Classroom Textbook
Classroom View Classroom Textbook (Admin)
Counseling Maintain Counseling
Counseling View Counseling
Custom Fields Delete Bus Custom Fields
Custom Fields Delete Course Custom Fields
Custom Fields Delete District Custom Fields
Custom Fields Delete Incident Custom Fields
Custom Fields Delete School Custom Fields
Custom Fields Delete Staff Custom Fields
Custom Fields Delete Student Custom Fields
Topic Item
Custom Fields Delete Student Schedule Custom Fields
Discipline Maintain Discipline
Discipline View Discipline
District Maintain District
District Maintain District Letter
District View District
District View District Letter
Email Create Classroom Email
Email Create Email (Admin)
Email Maintain Classroom Email
Email Maintain Email (Admin)
Fee Administer Fee
Fee Maintain Fee
Fee Reconcile Course Fees
Fee View Fee
GradeBook Award LE Credits (Classroom)
GradeBook Change Activity Dates
GradeBook Maintain Classroom
GradeBook Maintain Classroom (Admin)
GradeBook Maintain Grade Book Averaging Method
GradeBook Maintain Grade Book Categories
GradeBook Maintain Grade Book Comments
GradeBook Maintain Standards Options
GradeBook Maintain Student Averages
GradeBook Maintain Student Grading Scales
GradeBook Post All Gradebooks
GradeBook Reconcile GradeBook
GradeBook View Classroom
GradeBook View Classroom (Admin)
Grading Maintain Grade Settings
Grading Maintain Grading
Grading Maintain Grading Periods
Grading View Grading
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 31
Topic Item
Graduation Requirement Maintain Goal
Graduation Requirement View Goal
Health Dispense Medication
Health Maintain Diabetic Log
Health Maintain General Medical
Health Maintain Health Lookup
Health Maintain Immunizations
Health Maintain Medication Inventory
Health Maintain Nurse Notes
Health Maintain Office Visit
Health Maintain Screenings
Health Maintain Student Health Conditions
Health Maintain Student Health Forms
Health Maintain Student Medical Equipment
Health Maintain Student Medication
Health Mass Assign Fitness Screenings
Health Mass Assign Immunizations
Health Mass Manage Screenings
Health Show Find Fitness Administrator
Health Synchronize Medication Schedules
Health View Diabetic Log
Health View General Medical
Health View Health Lookup
Health View Immunizations
Health View Medication Inventory
Health View Nurse Notes
Health View Office Visit
Health
View Screenings
Health
View Student Health Conditions
Topic Item
Health
View Student Health Forms
Health View Student Medical Equipment
Health View Student Medication
Household Maintain Household
Household View Household
Household Filter Maintain Household Filter
Household Filter View Household Filter
Job Execute Job
Job Maintain Job Schedule
Lookup Maintain Bus
Lookup Maintain Lookup
Lookup View Bus
Lookup View Lookup
Medical Maintain Fitness
Medical View Fitness
Person Maintain Person
Person View Historical Addresses
Person View Historical Contacts
Person View Person
Reporting Access INFOCUS – All Academic Sessions
Reporting
Access INFOCUS – Logged In Academic Session
Only
Reporting Approve State Report
Reporting Export Affiliation Report
Reporting Export State Report
Reporting Maintain INFOCUS
Scheduling Allow Override of Section Checks
Scheduling Build Master Schedule
Scheduling Clear All Sections
Scheduling Delete Section
Scheduling
Execute Batch Scheduler – Current/Past Academic
Session
Scheduling
Execute Batch Scheduler – Future Academic
Session
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 32
Topic Item
Scheduling Execute Homeroom Builder
Scheduling Maintain Approve Requests
Scheduling Maintain Course
Scheduling Maintain Course Scheduling Rules
Scheduling Maintain Homeroom
Scheduling Maintain Model
Scheduling Maintain Section
Scheduling Mass Assign Course Request
Scheduling Update Section from Course Edits
Scheduling View Approve Requests
Scheduling View Approve Requests (Admin)
Scheduling View Course
Scheduling View Course Scheduling Rules
Scheduling View Homeroom
Scheduling View Model
Scheduling View Section
School Locate Textbook
School Maintain Letter
School Maintain Locker
School Maintain School
School Maintain School Announcements
School Maintain School Home Portal Settings
School Maintain School Rooms
School Maintain School Textbook (Assign/Return)
School Maintain Textbook
School Share School Settings
School View Letter
School View Locker
School View School
School View School Home Portal Settings
School View School Textbook
School View Textbook
Security Maintain Group
Topic Item
Security Maintain Group and School Assignment
Security Maintain Security Setting
Security Maintain User
Security Reset Staff Password
Security Reset Student/Parent Password
Security View Login
Security View Student Event Log
Security View User Student Access
Staff Maintain Staff
Staff Maintain Staff (My School)
Staff Maintain Staff Attendance
Staff Maintain Staff Leave
Staff Maintain Staff User Account
Staff Maintain State Report Snapshot
Staff View Staff
Staff View Staff (My School)
Staff View Staff Attendance
Staff View Staff Contact
Staff View Staff Leave
Staff View State Report Snapshot
Staff Filter Maintain Staff Filter
Staff Filter View Staff Filter
Standardized Test Administer Standardized Test
Standardized Test Maintain Standardized Test
Standardized Test View Standardized Test
Standards Maintain Standard
Standards View Standard
Student Add Future Registrations
Student Add Student
Student Award LE Credits
Student Delete Student
Student Enroll Student
Student Find Student
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 33
Topic Item
Student Import/Export Student
Student Maintain APlusActivityLog
Student Maintain APlusProgram
Student Maintain Assign StandardizedTest
Student Maintain Assign StandardizedTest (Admin)
Student Maintain Course Request
Student Maintain Custom Alerts
Student Maintain Health Condition
Student Maintain Immunization
Student Maintain Immunization Certificate
Student Maintain Insurance
Student Maintain MassManager
Student Maintain Medical
Student Maintain Registration
Student Maintain Screening
Student Maintain Special Education
Student Maintain Special Instructions
Student Maintain Student
Student Maintain Student Commendations
Student Maintain Student Form
Student Maintain Student Letter
Student Maintain Student Textbook (Assign/Return)
Student Maintain Student Truancy Activity
Student Maintain Transportation
Student Mass Edit Transcripts
Student Mass Enroll
Student Mass Manage Assign District Services
Student Mass Manage Assign Programs
Student Mass Manage Assign Student Goals
Student Perform Quick Entry/Edit
Student Promote Student
Student Retain Student
Student View APlusActivityLog
Topic Item
Student View APlusProgram
Student View Course Request
Student View Custom Alert Tool Tip
Student View District Student Search
Student View Health Condition
Student View Historical District Services
Student View Historical Truancy Records
Student View Immunization
Student View Immunization Certificate
Student View Insurance
Student View MassManage
Student View Medical
Student View Registration
Student View Screening
Student View Special Education
Student View Special Instructions
Student View Student
Student View Student Access
Student View Student Address
Student View Student Commendations
Student View Student Contact
Student View Student Custom
Student View Student Enrollment
Student View Student Form
Student View Student Letter
Student View Student Miscellaneous
Student View Student School
Student View Student Textbook
Student View Student Truancy Activity
Student Withdraw Student
Student Filter Maintain Student Filter
Student Filter View Student Filter
System Maintain Required Fields
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 34
Topic Item
Third Party Integration AlertNow Student Export
Third Party Integration Comalex Café Export
Third Party Integration Export Career Cruising
Third Party Integration Export ConnectEdu
Third Party Integration Export Lunch Box
Third Party Integration Export Meral Lunch
Third Party Integration Export PhoneMaster
Third Party Integration Export School Messenger
Third Party Integration Export STI Lunch
Third Party Integration Import Career Cruising
Third Party Integration XAP Transcript
Transcript Maintain Transcript
Transcript Maintain Transcript Term
Topic Item
Transcript Reconcile Term GPA and Rank
Transcript Unpost Transcript
Transcript View Transcript
Utilities Administer Integration
Utilities Import Data
Utilities Import Tests
Utilities Maintain Associated People
Utilities Maintain Home Passwords
Utilities Maintain Query Tool
Utilities Match Pictures
Utilities Pre Picture Specifications
Utilities View Associated People
Utilities View Query Tool
Fields
Topic Item
Contact Address
Contact Date Of Birth
Contact EducationLevel
Contact EmployerName
Contact Ethnicity
Contact FirstName
Contact IsHomeless
Contact Last Name
Contact MaritalStatus
Contact Middle Name
Contact Nationality
Contact PreferredName
Contact ProperTitle
Contact Religion
Contact ResidencyStatus
Contact SocialSecurityNumber
Contact Telephone
Topic Item
Scheduling Course Short/Long Name
Scheduling Section Short/Long Name
Staff Address
Staff Classification
Staff Date Of Birth
Staff DateHired
Staff Degree
Staff Ethnicity
Staff First Name
Staff Generation
Staff HasTenure
Staff InternetPassword
Staff IsItinerantWorker
Staff Last Name
Staff MaritalStatus
Staff Middle Name
Staff Nationality
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 35
Topic Item
Staff PreferredName
Staff PrimaryClassification
Staff ProperTitle
Staff ProvidesHomeSchooling
Staff Religion
Staff ResidencyStatus
Staff ResidentSchoolZone
Staff School
Staff SocialSecurityNumber
Staff Staff Number
Staff StateIDNumber
Staff Telephone
Staff TelephonyPIN
Staff YearsExperience
Student Address
Student AltStudentNumber
Student BirthCertNumber
Student Contact
Student Contact Permission
Student Date Of Birth
Student Ethnicity
Student First Name
Student Gender
Student Grade
Student HomelessStatus
Student InternetPassword
Student IsAllowedInetAccess
Student IsForeignExchange
Student IsHomeless
Student IsImmigrant
Student Last Name
Student LunchProgram
Student MaritalStatus
Topic Item
Student Middle Name
Student Migrant
Student Nationality
Student Photograph
Student PreferredName
Student Religion
Student ResidencyStatus
Student School
Student Section504Qualification
Student SocialSecurityNumber
Student StateIDNumber
Student Student Number
Student Telephone
Student TelephonyPIN
Student TransportMethod
Custom Fields
Course, Bus, District, School, Staff, Student,
Student Schedule
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 36
Reports
Topic Item
Attendance ADA/ADM
Attendance ADA/ADM By Hours
Attendance Admit Slip
Attendance Attendance Profile
Attendance Check In/Out List
Attendance Cumulative Absence List
Attendance Daily Absence Listing
Attendance (State) Monthly Attendance Register
Attendance Perfect Attendance List
Attendance Period Attendance
Attendance Unposted Attendance
Billing Aged Analysis
Billing Applied Payments And Credits
Billing Auto Create Batch
Billing Auto Create Profile
Billing Charge Entry Listing
Billing Charge Summary By Account
Billing Charge Templates
Billing Current Household Balance
Billing Day Care Charge Templates
Billing Discounts And Credits
Billing General Ledger Posting
Billing Household Preferences
Billing Household Statement
Billing Payment And Credit Analysis
Billing Payment Receipt Journal
Billing Payment Summary By Account
Billing Prepayment Application Recap
Billing Projected Income Report
Billing Recurring Schedule Statement
Billing Recurring Schedules
Billing Unapplied Prepayments
Billing Unused Credit Schedules
Classroom Attendance Profile
Classroom Birthday Listing
Classroom Classroom Attendance Register
Classroom Comprehensive Progress
Classroom Course Roster
Classroom Grade Book
Topic Item
Classroom Grade Distribution
Classroom Grade Verification
Classroom Lesson Plan
Classroom Lunch Counts
Classroom Missing Assignments
Classroom Portrait Style Report Card
Classroom Report Card
Classroom Standardized Test
Classroom Standards Report Card
Classroom Student Listing
Classroom Two-Column Report Card
Classroom Unposted Grades
Counseling Counseling Session
Discipline Discipline Report
Discipline Discipline Statistics
Discipline Incident Detail
Discipline Incident Summary
DistrictReports District Absence Counts
DistrictReports District ADA Counts
DistrictReports District ADA/ADM By Days
DistrictReports District ADA/ADM By Hours
DistrictReports District ADM Counts
DistrictReports District Attendance Counts
DistrictReports District Daily Attendance
DistrictReports Execute District Letter
DistrictReports Household/Family Mailing Label
Fee Fee Receipt
Fee Receipts Journal
Fee Student Balance
Fee Student Fee Activity Listings
Fee Student Fee Statement
Gradebook Comprehensive Progress
Gradebook GradeBook
Gradebook Lesson Plan
Gradebook Lunch Counts
Gradebook Missing Assignments
Gradebook Progress Report
Gradebook Unposted Grades & Grade Book Use
Grading Career Tech Verification
Quick Reference Guide Chalkable_0328181013 InformationNOW – Permission Maintenance •••• 37
Topic Item
Grading Class Rank
Grading Failure Listing
Grading Grade Distribution
Grading Grade Label
Grading Grade Verification Report
Grading Honor Roll
Grading Missing Grades
Grading Portrait Style Report Card
Grading Report Card
Grading Two Column Report Card
Grading Worksheet Report
Health (where installed) Daily Log
Health (where installed) Fitness Screening
Health (where installed) Health Assessment (AL Only)
Health (where installed) Health Conditions
Health (where installed) Immunization Certificate
Health (where installed) Immunization Compliance Report
Health (where installed) Medical Equipment
Health (where installed) Medical Profile
Health (where installed) Medication Dispensing Checklist
Health (where installed) Medication Listing
Health (where installed) School Entry Survey (AL Only)
Health (where installed) Scoliosis Screening
Health (where installed) Student Office Visit
Health (where installed) Vision Screening
Medical Immunization Compliance
Person Family Directory
Person Family Mailing Label
Person Household/Family Mailing Label/Envelope
Scheduling Class Roster
Scheduling Course Listing
Scheduling Course Request Analyzer
Scheduling Course Request Errors
Scheduling Course Request Matrix
Scheduling Course Request Roster
Scheduling Course Request Tally
Scheduling Course Request Verification
Scheduling Free Room
Scheduling Free Teacher
Scheduling Incomplete Student Schedules
Scheduling Master Schedule Error Report
Scheduling Master Schedule List
Scheduling Master Schedule Matrix
Topic Item
Scheduling Master Schedule Summary
Scheduling Room-Teacher Utilization
Scheduling Scheduling Error Report
Scheduling Standards Bank
Scheduling Student Schedule List
Scheduling Student Schedule Matrix
School Attendance Calendar Report
School Locker Listing
Staff Staff Attendance
Staff Staff Listing
Staff Staff Mailing Labels
Staff Teacher Schedule
Standards Missing Standards
Standards Standards Report Card
Student A+ Eligibility
Student AL Taylor’s Law (AL Only)
Student Diploma Requirement Checking
Student Eligibility
Student Enrollment History
Student Grade Label 1 15/16 x 2 ¾
Student No Show and Registered Student History
Student Permanent Record Header Label
Student Profile
Student Returning Students
Student Standardized Test
Student Student Birthday Listing
Student Student Envelopes
Student Student Forms
Student Student Labels
Student Student Listing
Student Student Summary Count
Student Student Truancy Check
Transcript Permanent Record Labels
Transcript Transcript Report
Transcript Transcript Report Landscape
Transportation Bus List
Transportation Bus Roster
Transportation Transport Method
Transportation Transport Method History
Utilities NCEA Census Report
Utilities PinSlip 1Up
Utilities PinSlip 3Up
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