if i knew then, tips and tricks

If I Knew Then: Tips & Tricks

Brian La PorteCounselor

Naperville North High School (Naperville, IL)Thursday, July 11th 2013

“If I Knew Then”: Tips & Tricks

I. Overview

II. User Administration

III. Daily ‘Pending Applications’ Report

IV. ‘Shutdown’ Transcript / Recommendation Requests

V. Questions & Answers


II. User Administration

• Different User Role Types

• Managing Role

• Understanding/ModifyingPermissions

User Administration

User Administration

Counselor: YesTeacher: No

User Administration

Counselor: YesTeacher: No

Counselor: NoTeacher: No

No to AllExcept Site Admin(duplicates)

User Administration

Counselor: YesTeacher: NoCounselor: NoTeacher: Yes

Counselor: Yes(If this is off, youcan’t see Apps &TranscriptManager.)

User Administration

User Administration

** NOTE **

User Administration


III. Daily ‘Pending Applications’ Report

• Accessing Reports

• Customizing Reports

• Scheduling Report Deliveries

Daily ‘Pending Applications’ Report


IV. ‘Shutdown’ Transcript / Recommendation Requests

• Change Transcript Settings

• Change Recommendation Settings

• Change Family Connection Settings

‘Shutdown’ Transcript / Recommendation Requests


V. Question & Answer

Brian La PorteCounselor, Naperville North [email protected]

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if i knew then, tips and tricks

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