student management suite - skyward · student entered with critical alert and student withdrew with...

KEY FEATURES – JUNE 2017 RELEASE

Revised: 9/6/2017 of 80 Version 05.17.06.00.09

Student Management Suite

Additional information about these and other changes is available via the Release Notes

area of Skyward's Support Center. To see only the Key Features, select “Yes” from the Key

Feature drop-down list on the Release Notes filter screen. Verify that the Release selected is

05.17.06.00.00 – June 2017 Release PMP0 Addendum0, and that the option to “Include

Future Release Notes” is checked.

A link to this information has also been added to the Software Update Notes section of the

Skyward Documentation (SkyDoc).

Addendum 01

Addendum 03

Addendum 07

Addendum 08

Addendum 09



Addendum 01

Mobile Family Access

3219792 - Submitting a Student Absence from Mobile App (MB\FA)

Absence Requests can now be added from the Skyward Mobile App. The ability to add a

request for multiple students at one time has been added to Family Access and the Mobile

App. The request will now default to be for an entire day to save the user from having to

enter start and stop times.

Navigate to Student Management > Family > Family Access > Setup > Configuration >

Entity Configuration, and select the Attendance link.

1. Under Guardian Options, select Allow Guardians to submit Absence Notifications.

2. Next, navigate to Student Management > Office > Attendance > Setup > Codes, and

select Absence Reason codes. Verify that the Family Access Entry checkbox has been

selected.



3. As a guardian, log into Mobile and access the Attendance area.

4. Select Add Absence Request.

5. On the Add Absence Request screen, select your Start and End Dates. Note that the

record defaults to All Day, but may be unchecked, allowing for the entry of specific

Start and End times. Enter a Reason next, and if needed, a Comment may also be

entered.



6. The capability also exists to copy this Absence Request to another student. Select

the student. The same reason is selected if the description matches and is available

in the other entity. Select Submit. Note: If the request cannot be copied, an

informational message will display.

7. The request may be modified or deleted by clicking anywhere on the card.



8. Select Edit.

9. You may then modify or delete the request.



10. The request may also be modified or deleted by using the slider. The slider is the

small bar on the left-side of the record, which you slide to the right from anywhere

on the card to open the screen to Edit or Delete the request.

The picture below is what the screen will look like when the slider is used.

11. Navigate to Student Management > Office > Attendance > Entry by Student, and

select Parent Entered Request. Note the new position of the Status column and the

new column All Day.



12. If needed, defaults may be set by selecting User Entry Defaults.

13. Locate the request in the browse and select either Approval or Deny.

14. On the Parent Notification screen, complete the process for the record to be either

approved or denied.

15. Again, as the guardian, log into Mobile and access the Attendance area. This

student's Attendance request has been approved.

Below is a sample of a Denied request.



Family Access

1. Log into Family Access and select the Attendance tab. “Enter Absent Request” has

been renamed “Absence Requests.” Select Absence Requests.

2. Select Add Request for one of the students.

3. The All Day checkbox option is available and will default as checked. In addition, an

option to copy the absence request to other students is also available.



4. If the request is for All Day, only the date will display.



Security

2536156 - Shared Report Templates and Security (PS\CA\SE)

When users are viewing report templates, there is an option to view Shared Templates,

which are templates that were created by other users. These templates could have been

created by a user who no longer has security to that area. A change has been made so that

shared templates created by users who no longer have security will no longer display.

Navigate to Student Management > Students > Reports; for this demonstration Student

Information is selected.

1. In reviewing the template list, notice that the Cody D Template is a “shared”

template.

2. Navigate to Product Setup > Skyward Contact Access > Secured User, and locate

Cody’s record.



3. Select Edit and change the Active Secured User field to No.

4. Navigate back to the Student Information report and notice that Cody’s shared

template no longer displays.



Automated Emails

3340929 – Auto-Email Added for Critical Alert (WS\AF\AE)

Two auto-emails have been added to the system, one for each of the following events:

Student Entered with Critical Alert and Student Withdrew with Critical Alert.

Navigate to Student Management > Advanced Features > Automated Emails.

1. Select Add and change the Email Event Type to Enrollment Changes.

2. Click the drop-down menu for Event That Triggers an Email to view the two auto-

emails that have been added.



Online Forms

3191085 - Monitor Status of Completing Online Forms (WS\FA\FM\OF)

An online form can now have a status of Complete, WIP, or Not Started. The Online Form

Status browse has been updated to display and filter on the WIP status. An Online Form

Status report was created for both Family Access and Student Access. The report will

display the status of the online form for each student and family with the guardian

information for all statuses of forms. The report can also be filtered based on the status. In

addition, Data Mining has been added to report family and student online form status and a

new configuration option has been added to email a staff member when a guardian or

student submits an online form. This new option was also added for Online Registration.

Navigate to Student Management > Families > Family Access > Online Forms.

1. On the Family Access Online Forms screen, select a form and select Online Form

Status by Student.

2. An Online Form can now have a status of Complete, WIP, or Not Complete.

3. Select Filter Options. The capability exists to “Hide” Completed, WIP, and Not

Completed forms.

Note: If one family is completed, the student is completed. Next, if one family is

WIP, the student is WIP; otherwise, the student is not completed.

Reporting

To assist in tracking the status of Online Forms, generate the Online Forms report from

either Family or Student Access. The report ranges and options are the same for Family

Access and Student Access.



Navigate to Student Management > Families > Family Access > Reports, and select the

Online Forms Report.

1. Select Add to create a new template and enter a template description.

2. The report may be generated for a Range or Individual students. Make your selection

and set up the ranges or select the students you wish to include in the report.

3. Under Report Options, select the following:

• Online Form – Select the form on which to report.

• Status – Select the statuses on which to report.

• Page Break on First Sort – If a Sort is selected, then it may be helpful to

select this option to further organize the report.

• Print Step Details – Selecting this option displays each “step” with the

description and the date when the step was completed.

4. Sort By – Select a sort option to assist in the organization of the report.

5. Select Save and Print. Below is a sample of the Family Access Online Forms report

with the Print Step Details option selected.

Data Mining

The Online Form fields have been added to Data Mining.



Configuration

A new configuration option has also been added, which is used to email a Staff member

when a guardian or student submits an Online Form. This new option was also added for

Online Registration.

Navigate to Student Management > Families > Family Access > Setup > Configuration >

Entity Configuration > Online Forms, and select the Edit link for a form.

1. Select the “Email selected staff member when Online Form is submitted” option.

Enter a staff member, and enter a message in the Email Body field as well.

2. Log into Family Access and complete and submit the Online Form.



3. Navigate to Product Setup > System Administration > System Administration, and

select Email History.

4. The Online Form submission email was triggered.



Family Access Entity Configuration

3177056 - New Missing Assignment Option for Only Current Classes

(WS\FA\FM\PS\CF\EC)

A new missing assignment option, labeled "Only show for current classes," has been added

to the Family and Student Access Gradebook Entity Configuration to display missing

assignments for current classes only.

1. Log into Family Access and select the Gradebook tab. This student has two missing

assignments from the 2nd and 4th quarter/term.

2. Navigate to Student Management > Families > Family Access > Setup >

Configuration > Entity Configuration, and select Edit next to Gradebook.

3. Select the new “Only show for current classes” option.



4. Log back into Family Access. With the new “Only show for current classes” option

selected, only the 4th quarter/term missing assignment displays.



Food Service Wanding Messages

3007120 - More Wanding Message Areas for Food Service (WS\FS\PS\CO\WM)

The Food Service Customer Wanding Message has been updated to now allow more than

three wanding messages to be assigned to a student. When assigning to a student, the

wanding messages can be placed in a set order when displayed in POS, browse screens, and

reports.

Navigate to Student Management > Food Service > Payor/Customer Maintenance, and

select Customers.

1. Highlight a customer in the browse and select Edit.

2. Users may now add more than three Wanding Messages. Click the Wanding

Messages link.



3. The capability also exists to change the sort order for the selected codes.

4. The Customer browse columns now display the first five wanding message records as

well as the Critical Wanding flag. In addition, the Customer details display all

wanding messages in the order selected.

5. Other areas within Food Service where this change has been applied include the

following:

• Student Profile (Student Management > Students > Student Profile > Food

Service

• Payor browse “Customers” view and Customer Detail section (Student

Management > Food Service > Payor/Customer Maintenance > Payors)

• Customer Selection browse for Print Customer Bar Code and Payor/Customer

Meal Statements Reports (Student Management > Food Service > Reports)



• Payment Entry browse “By Customer” view and the Customer Detail section

(Student Management > Food Service > Payment > Payment Entry)

• Point of Sale (Student Management > Food Service > Purchases > Point of

Sale)

• Purchase Entry by Homeroom (Student Management > Food Service >

Purchases > Purchase Entry by Homeroom)



GPA Methods

2258023 - Display both GPA Methods in Family Access

(WS\OF\GR\PS\CF\GP\MT)

The ability to show multiple GPA Methods in Family Access and in Mobile has been added.

Navigate to Student Management > Office > Grading > Setup > Configuration > GPA Setup

> GPA Methods, and click Edit in the GPA Method Settings section.

1. Click the GPA Methods button.



2. The GPA Methods tab now allows multiple GPA methods to be selected for Family

Access.

3. Log into Family Access, access the Gradebook tab and then select the GPA/Class

Rank link. Both GPA Methods display.



4. Log into Mobile and select Gradebook and then GPA. Both GPA Methods display.



Staff Conferences Configuration

3205927 - Conference Scheduling Window Added (WS\SF\PS\CF\SC)

The Staff Conferences Configuration area now includes the option to set up windows of time

when only certain students can see Teacher/Team conferences through Family Access. The

ranges set on the window record determine which students and conferences will be affected

and for how long.

Navigate to Student Management > Staff > Setup > Configuration, and select Staff

Conferences Configuration.

1. A new Scheduling Window button is available and provides the capability to set up

windows of time when certain students can see conferences in Family Access.

2. Select the Scheduling Window button.



3. Select Add on the Conference Scheduling Windows screen. In this example, all

Parent/Teacher Conferences with dates from 01/01/1900-12/31/2999 will be hidden

from “regular education” students from 4/28 through 5/2. Only students in the

“Special Education Students” Availability Group will be able to see the conferences

during this time. After 5/2, the conferences will display for all students.

• Student Selection

o Entity - This window will only affect conferences displayed within

Family Access for students enrolled in the selected entity. Select 000

to make this window district-wide.

o Availability Group - Select which students will be able to see the

conferences in Family Access.

4. Student Ollie Acrescr is attached to the Special Education Students Availability

Group.



5. Log into Family Access and select the Conferences tab. This student does not display

any conferences because she is not attached to the Special Education Availability

Group.

6. Log into Family Access as the guardian of the student who is attached to the Special

Education Availability List. The Conference Time Slots that have been set up will

display for this student and one may be selected.



Section 504

3164962 - Section 504 Auto-Email Options Added (WS\SS\SC)

Automated Email options have been added for the following changes made within the

Section 504 module: New IAP is Created, IAP is Locked, IAP is set to WIP, IAP is set to

Waiting for Approval, IAP is set to Approved, Case Manager is Updated, and Student was

Dismissed from Section 504.

Navigate to Student Management > Advanced Features, Advanced Features, and select

Automated Emails.

1. Select Add to create a new Automated Email.

2. Select Section 504 from the Email Event Type drop-down menu.

3. Click the Event That Triggers an Email drop-down menu, to select one of the new

options.



Section 504 Entry by Student

2601265 - WIP Flag Option for 504 Records (WS\SS\SC\SC)

The Section 504 module now includes the capability to set a Section 504 record to WIP

status so the record will not be counted for State Reporting. In addition, the record will not

display in the Student Profile for Teacher Access or in Family Access.

Navigate to Student Management > Student Services > Section 504, and select Entry by

Student.

1. Select a student and Add or Edit a Section 504 record.

2. The Section 504 Maintenance screen now provides the capability to flag a record as

Work in Progress.



3. Upon Saving the record, the Section 504 Details section displays “Yes” under WIP.

4. Navigate to Student Management > Students > Student Profile > Special Programs,

and select Section 504.

5. Section 504 within Special Programs also displays the Work in Progress in the

expanded details.



6. Log into Family Access as the guardian of this student and the WIP record is not

visible.

7. Log into Teacher Access and navigate to My Students > Student Services, and select

the Section 504 tab. The student’s WIP record is not visible.



Section 504 Entry by Student

3164969 - Approved/Locked Settings for 504 (WS\SS\SC\SC)

The Section 504 Maintenance screen now includes a field to mark the record approval status

and locked status. The status also displays on the browse.

Navigate to Student Management > Student Services > Section 504, and select Entry by

Student.

1. Select a student and Add or Edit a Section 504 record.

2. The Section 504 Maintenance screen now provides the capability to set an Approval

Status of Waiting for Approval or Approved as well as a Section 504 Locked option.



3. Upon Saving the record, the details display the individual who set the Approval

Status.

4. When the record becomes locked, all fields become disabled.



5. The Section 504 record details display the lock information.

6. Navigate to Student Management > Students > Student Profile > Special Programs,

and select Section 504.



7. Section 504 within Special Programs also displays the Approval Status as well as the

locked information in the expanded details.



Data Mining

3086272 - Updated Vaccination Data Mining Area (WS\ST\DM)

Vaccines and Waivers folders have been created to separate the Vaccination fields. In

addition, the following fields have been added to Vaccines: Comment, Comment

Description, Vaccine Date, Vaccine Short Description, Vaccine Long Description, Lot #, CPT

Code, CVX Code, and Indiana Exclude from CHIRP Data Transfer.

Navigate to Student Management > Students > Students, and select Data Mining.

1. Select Add to create a new Data Mining report.

2. Enter a Report Name, Title, and as needed, select any of the other options.

3. Select Save and Add Fields.

4. Select Health > Vaccinations. Vaccines and Waivers folders are now available and the

following fields have been added to Vaccines: Comment, Comment Description,

Vaccine Date, Vaccine Short Description, Vaccine Long Description, Lot #, CPT Code,

CVX Code, and Indiana Exclude from CHIRP Data Transfer.



Career Plan Tab

3303344 - Option to Remove Dropped Class from Plan (WS\ST\TB\GQ\TB\CP)

The Mass Add/Change/Delete Student Requests utility now includes an option to remove

any planned curriculums from the student's Career Plan when removing courses/classes.

Many of the screens used when dropping or deleting classes will now also include a prompt

to confirm the removal the planned curriculum for the student.

Navigate to Student Management > Students > Student Profile > Grad Reqs, and select

Career Plan.

This student has a planned curriculum with several course requests for the 2017-18 school

year.

Navigate to Student Management > Office > Future Scheduling > Request Processing >

Setup > Utilities, and select Mass Add/Change/Delete Student Requests.




2. Under Process Type, select Delete Course/Class. Next, select the new option “If

Dropped/Deleted Course is planned Career Plan Curriculum, remove from student’s

Career Plan.” In the example below, the Course Request ADCOMP will be removed

from the student’s Career Plan.

• Note: The “If Dropped/Deleted Course is planned Career Plan Curriculum,

remove from student’s Career Plan” option is also available if the Process

Type is Change Course/Class and Mass Delete All Requests.

3. Select Save and Process.



4. Select Preview Data to Process.

5. Review the records in the browse, and once satisfied, select Back.

6. To continue with the process, select Run the Update. A confirmation screen will

appear and if you wish to continue, select OK.



7. A report of the process is available to review. Below is a sample of the report; note

that the Career Plan column says “Removed.”

8. Navigate back to Student Management > Students > Student Profile > Grad Reqs,

select Career Plan, and note that Adv Composition has been removed.

9. Several screens, which allow for the dropping and deleting of classes, have been

updated to ask if the user would also like to remove the planned curriculum for the

student. As an example of the prompt that will appear, navigate to Student

Management > Students > Student Profile > Scheduling, and select Future

Scheduling.



10. Highlight a request and select Drop.

11. A confirmation screen appears asking if you would like to delete the course. Select

Yes.

12. A second confirmation screen appears, notifying you that the course’s curriculum is a

planned curriculum on the student’s Career Plan and asks, “Do you want to delete

the Career Plan curriculum from the student’s plan?”



Addendum 03

Career Plans

3186751 - Added a Configuration Area to Set Card Information

(WS\OF\CA\GR\PS\CO\CP)

Districts and users are now able to customize what shows on the Career Plan cards.

Navigate to Product Setup > Skyward Contact Access > Student Management, and select

Configuration.

1. A new Career Plan Card Layout configuration is available. Select Card Layout.



2. This area allows the district to set a default layout. By default, it is set to show

Credits and Weights. The capability also exists to add additional rows. For example, a

Subject row was added in the picture below. Select Save.

3. Navigate to Student Profile, Grad Reqs tab and select Career Plan. The default layout

that was set up displays. The Card Layout button is the user’s layout. Select this

button.



4. The first time a user enters this screen it will default their layout, to the current

district layout. Users can either change the layout for their own preferences or

choose to continue to use the district layout. In the picture below, the user has

created their own layout. Select Save.

5. The Career Plan screen now reflects the user’s card layout.



6. Select the Maintain button. This screen also reflects the user’s card layout. Users

may access the Card Layout under My Display Options.

7. Navigate to Student Management > Office> Curriculum & Assessment > Graduation

Requirements > Reports. The Career Plan Template Report and Student Career Plan

Report, honor the new cards. Select the Student Career Report link and select Add to

create a new template.



8. Select the Layout button.

9. The layout will default to the user’s layout if they have one. If not, the layout will

default to the district layout. The layout set here is only for this report, it will save

with the report but will not change the user’s layout throughout the rest of the

system. Select Save.



10. Select Save and Print. The generated report honors the layout.

11. Navigate to Student Management > Families > Family Access > Setup >

Configuration > Entity Configuration, and select the Career Plans link.



12. Card Layout can also be accessed from the Career Plans Entity Configuration screen.

Select Card Layout.

13. By default, the layout will be the current district layout. A new layout can be set up

that will only be used in Family/Student Access. Select Save.



14. Log into Family Access and select the Career Plans tab. The Career Plans screen

honors the layout.



Events

2852398 - Ability to Attach Standards Without Calculations

(WA\EP\TA\MG\G1\EV)

The capability to attach academic standards/benchmarks to events that are not using points

has been added.

Navigate to Educator Access Plus > Teacher Access > My Gradebook, and select a

Gradebook.

1. Select the Events drop-down and select Add Event.

2. When calculating grades not using total points or if your district is using subjective

grading, the capability exists to attach academic standards/benchmarks to events.

Select the new Assign Academic Standards button.



3. Select the Academic Standards for this Event and click Save.

4. The Assign Academic Standards button displays “2” indicating two Academic

Standards have been assigned to this event.



Other areas which this option impacts once Academic Standards are attached to Events

include:

• The Clone from Existing Gradebook utility allows for the entry of the grade or percent

for the standards/benchmarks when the gradebook is calculating grades not using

total points, and allows for the entry of only the grade for the standards/benchmarks

when the gradebook is not calculating grades (using subjective grading).

• When using Quick Scoring, scores cannot be entered for events that have

standards/benchmarks attached when the gradebook is calculating grades not using

total points. However, event grades can be entered on an event with

standards/benchmarks attached when the gradebook is not calculating grades (using

subjective grading).

• The Transfer Scores options for new students have been updated to include the

transfer of standards/benchmarks scores when using either Option 1 – Auto-Transfer

Scores and Option 2 – Transfer Assignment/Term Scores.

• Two new reports were created and can be run from a teacher’s gradebook; the

Benchmark Analysis, and the Academic Benchmark Analysis by Teacher reports. The

Event Master report can now also include standards/benchmarks attached to Events.

• In the Mobile version of the software, no grade or percent can be entered in an event

attached to standards/benchmarks when the gradebook is calculating grades not

using total points, and allows for the entry of only the event grade for an event

attached to standards/benchmarks when the gradebook is not calculating grades

(using subjective grading).



Addendum 07

Academic Areas

3357051 - Added Decaying Average Calculation Option (WS\EA\GB\ST\AA)

A calculation option for Decaying Average has been added to the Academic Areas for use

within a Standards Gradebook. The Decaying Average calculation method weights the most

recent score higher than the previous scores. This method is used to reflect that the

student’s most recent work is a stronger indicator of the student’s current knowledge.

1. Navigate to Student Management > Educator Access Plus > Gradebook > Standards

> Academic Areas, and expand an Academic Area in the browse.

2. Under Grade Calculation Options, select the Edit Grade Calculation Options link.

3. Term, Semester, and Final Skill Grades can now be calculated using the Decaying

Average. When Decaying Average is selected, the Decaying Average Percent located

under Settings is required. The default value is 65%. This indicates the most recent

score will be weighted for 65% of the current overall grade, while all other scores will

be weighted at 35%.



4. When using the Decaying Average (or Weighted Trend) calculation method, the

Event Weights are limited to what is selected on the Acceptable Weights for Events

screen. After you have selected your desired weights, click the Hide button to close

the screen and click Save.

Note: Category Weighting cannot be used when Trend Grading, Weighted Trend

Grading, or Decaying Average Calculation Methods are used.



5. Navigate to a Gradebook Event Maintenance screen. The Weight Multiplier on Events

are limited to the values selected in the Academic Area Grade Calculation Options.

Note: For any existing Events, if an invalid weight is found, the Event will turn gray

on the main gradebook screen and the invalid weight will be shown. Correct the

Event Weight and select Save.



6. From the Gradebook Main Screen, a Student Decaying Average chart can also be

added by selecting the Charts drop-down.



Course Length Sets

3358601 - Option Added to Allow for Cumulative Grading

(WS\OF\GR\PS\CF\GS\CL)

The Use Cumulative Grading in Gradebook option has been added to the Course Length

screen. This option is used to make all Grade Buckets begin at the start of the class or the

start of the semester. This new option will apply to both Secondary and Standards

Gradebooks.

1. Navigate to Student Management > Office > Grading > Setup > Configuration >

Grading Setup > Course Length Sets, and Edit one of the Course Lengths.

2. The option Use Cumulative Grading in Gradebook has been added to the Course

Length screen. When selected, the user has the capability to make all Grade Buckets

begin at the start of the class or the start of the semester. This new option applies to

both Secondary and Standards Gradebooks.

3. Navigate to a Gradebook and from the Main Screen click the Display Options drop-down

and select the Grade Period Display.



4. If the option is set to have all Grade Buckets begin at the start of class, you will see

dates like the example below.



Academic Areas

2775916 - New option to Use Point Based Grading (WS\EA\GB\ST\AA)

The Grade Calculation Option Maintenance for Academic Areas has been updated. First, the

screen has been redesigned to make it easier to understand the different options. In the

Settings area, a new option, labeled Calculate and Display Scores, has been added. This will

default to As Percentages and the user will have the ability to change it to use a different

point-based scale for their scores using the “Out Of” second option. Because this new option

allows for a different scale to be used, all screens for the Standards Gradebook that

displayed Percent (or %) have been updated to display the word Score. The word Score was

also previously used for events that were using points for the maximum value and for what

the student earned on the event. This has now been updated to Max Points and Points

Earned so that there is no confusion and the word Score is solely used for what was

percentage. When you change the Calculate and Display Scores setting, you will be

prompted to correct the grade mark group High/Default/Low score values before the new

calculation settings can be saved. A new process has also been added to correct any data in

the Gradebooks for this Academic Area and to make sure the data is valid for the updated

settings.

1. Navigate to Student Management > Educator Access Plus > Gradebook > Standards

> Academic Areas. Expand an Academic Area and select the Edit Grade Calculation

Options link.

2. Note the redesign of the Grade Calculation Option Maintenance screen and the new

option within Settings to “Calculate and Display Scores.”



3. When using the “Out Of” option, you will enter the maximum point value to use.

When you first save this setting, you will be prompted to correct the Grade Mark

Group High, Default, and Low score values. The values cannot exceed the value

entered in the “Out Of” option. After the score values have been corrected, click

Save from the Grade Calculation Option Maintenance screen.

4. When you make a change to the Grade Calculation Options, a process will run that

applies the changes to existing gradebooks. While the process is running, the

Academic Area will be “Locked for Updates,” which is shown in the new browse

column. When it is locked for updates, you cannot make any additional changes to

the Academic Area and the teachers are not allowed in their Gradebooks until these

updates have completed.

5. Once the updates are done, the browse will refresh and the Academic Area will show

Available for Use. Note: If the update process did not complete properly because the

print queue job was deleted or the print queue went down, the status will show as

Locked for Errors with a red background. If this happens, users can choose the Fix

Errors button to re-run the utility and correct the errors.



6. Navigate to a Gradebook and note that the Scores shown are using the new scale

specified. Note: You will also notice a lot of styling updates within the Gradebook.

Scoring or Score Entry in the Standards Gradebook has also been updated to be

Grading or Grade Entry. You can see evidence of this with the Quick Scoring button

being changed to Quick Grading.

7. With the scoring of an Event, you can see the new Points Earned column (previously

Score) and the new Score column (previously Percent). The Score column value will

be in whatever scale is chosen in the setup.



Addendum 08

Item Master

3400555 - Item Detail Quick Entry is Now Available (WS\FS\PU\IM)

Item Detail Quick Entry is now available when adding a new Item to the Item Master. This

allows all required price and report group fields to be assigned to each Item Detail record

instead of one at a time.

Navigate to Student Management > Food Service > Purchases, and select Item Master.

1. Select Add to create a new item. When adding a new item to the Item Master, the

Save and Update Detail Records button will launch a new quick entry screen. Select

this button.



2. The new Item Detail Quick Entry screen opens. Common values like the Item Limit of

1 are automatically set for Free and Reduced codes and the Government Funded

checkbox will display if the Master record is flagged as shown on the previous

picture. If the Government Funded option is not selected on the Master record, an

“N” will display in this column for each Item Detail record.



Report Groups

3. If you know the Report Group for the current row, that value may be typed in. The

Report Groups can also be applied to the current row from the EELs by clicking Add

to Selected Row.

4. Items with a limit of zero will not require a Second Price or Report Group 2. A value

of “None” is shown to identity the records.



Row Templates

5. Click Save Template if you would like to save the current row as a template so it can

be applied to other Item Detail records that use the same Lunch Code Type.

6. The template values can be cloned to each Item Detail record to speed up data entry

by clicking Clone to Selected Row.



Browse Filters

7. If the Item is flagged to Use Lunch codes, the Item Detail records browse can be

filtered by the Lunch Code Type.



Save Records

8. The capability exists for users to save their work and return later if desired. To return

to the Quick Entry screen, select the Mass Update Item Details link. This option is

only available for the current item when no purchases exist and detail records are set

at 01/01/1900 Effective Dates.

If a price has been added to any of the Item Detail records or purchases have been

made, the following message will appear.



Transcript

3438799 - New Option to Filter By Processing Lists (WS\OF\GR\TR\RE\TR)

An option to Filter By Processing Lists has been added to the standard Student Ranges

screen.

Navigate to Student Management > Office > Grading > Transcripts > Reports, and select

Transcripts.


2. For the Student Selection, select By Range and click the Ranges button.

3. The option to Filter By Processing Lists has been added. When selected, a student

must be in one of the selected processing lists to be included. Click the Processing

Lists button to select a list.



4. The selected Processing List has two students. Click Select.

5. The rest of the Student Ranges are left wide open. Select Save.

6. Set up the remaining options for the Transcripts and select Save and Print. Note: You

may also notice a reduction of the run time with the use of the new Processing List

option because background processes run for only the students in the list, instead of

the full range of students.



Graduation Requirements Tab

3365360 - Grad Req Details screen created (WS\ST\TB\GQ\TB\GQ)

A button has been added to the Student Profile > Graduation Requirements tab to open a

browse that will show each Student Class record for a student and explain how it applies to

the Student's Graduation Requirements Plan or why it does not.

Navigate to Student Management > Students > Student Profile > Grad Reqs, and select

Grad Reqs.

1. A Grad Req Details button has been added to explain how courses are applying to

Graduation Requirements. Select this button.



2. The Grad Req Details screen will display Student Class records for the selected

student with the options to filter by All Student Classes, Students Classes applying to

Grad Reqs, or Student Classes Not applying to Grad Reqs.



3. Below is an example explaining what to expect to see regarding credit calculations.

a. These fields show how the student’s Credit Possible field is calculated. For

more information about the formula used, click the “?.”

b. These fields show how the Credit Earned and Credit Failed fields are

calculated.

a.

b.



4. Below is an example explaining what to expect to see regarding how the class credit

is applied to the Grad Req Area.

a. This area will list specific graduation requirements areas that the credit could

count towards, and indicate how it impacts those areas. When the credit will

not impact an area, the Status will explain why.

b. This area shows the courses counting towards the General Electives. If the

current course’s credit applies to a specific graduation requirements area, you

may see a Status explaining why it doesn’t apply here. Note: The current

course (in this case, BANDC/2) will always be highlighted in bold under the

graduation requirements area to which it applies.

c. This area shows the graduation requirements area to which the current

course’s credit is applied, along with details about the course.

b.

C.

a.



Addendum 09 Teacher Conferences

3002353 - Conferences Button Added to Mobile (WA\FA\TC)

Conference Scheduling is now available in Mobile. The new conferences area of Mobile

supports parent teacher conferences, scheduling team conferences, and general staff

conferences.

1. Log into the Mobile application and select the menu icon to access the Family Access

menu. Select the Conferences tab.



2. Two tabs display; Scheduled Conferences and All Conferences. With the All

Conferences tab selected, the current classes, scheduling teams, and general staff

conferences with available conference time slots display. To schedule a time slot,

click Select a Time.



3. A list of available time slots will display. To schedule a conference, click Select.



4. A Schedule Conference message will appear allowing you to confirm your scheduled

time. Click Proceed.

5. After confirming your scheduled conference time, the Scheduled Conferences tab

appears allowing you to continue. Repeat the above steps to schedule additional

conferences.



6. If a Team Conference or a General Staff Conference needs to be scheduled, they will

be located at the bottom of the list of classes on the All Conferences tab. Click Select

a Time and select an available time slot.

7. For General Staff Conferences, a message will appear confirming your scheduled

time and you may also choose who will be attending the conference.



8. When viewing General Staff Conferences from the Scheduled Conferences tab, you

can easily identify the attendees of the conference and choose to join or leave the

conference. The scheduled conferences will display in start time order.



9. Use the menu to navigate to the Calendar. The scheduled conferences will display on

the calendar.

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