Back To School Meeting

1. Back To School Meeting Welcome Back

2. REMINDEREverything we cover today may not be a task that youdo, but everything we cover today WILL impact what you do at some point during the year!

3. CA Unicenter Help Desk Tips Summary Line – Include Building Name as well as Summary of Problem/Issue Description– Please include all pertinent info such as: breadcrumb trail, report number, description of what you are attempting to do vs. what is happening. If you are having issues with a report, please leave in your MGMT screen. If you are having problems with student records, please include student name and/or student ID. If you need us to call you, please include your phone number. Searching for Prior Tickets HELP!!!

4. SECURITY • Make any needed changes to staff and staff job functions on View Staff Members page. (Security Procedural Checklist) • Home » Management » Security » View Staff Members • Add impersonations to applicable staff on the View Users page. Impersonations allow non-teachers to view students in the Teacher Menu. (Security Procedural Checklist) Home » Management » Security » View Users

5. SCHOOL BUILDING Verify the school’s Master Calendar is correct. Pay close attention to the start and stop dates as well as the Planned and Actual day counts: Home>Management>School Administration>Scheduling Administration>Master Calendar (If it’s not correct, use the calendar dates wizard) Verify Sub-Calendars are set up correctly: Home>Management>School Administration>Scheduling Administration>Sub-Calendars

6. SCHOOL BUILDING Verify Course terms are correct and linked to the proper schedule terms: Home>Management>School Administration>Scheduling Administration>Initialization>Course Terms Verify each Reporting term has the correct Start and Stop Date: Home>Management>School Administration>Scheduling Administration>Initialization>Reporting Terms Maintenance

7. SCHOOL BUILDING Update Building Information such as Principal Name on School Demographics Page Home>Management>School Administration>School Building Administration>School Demographics Review and Update Progress Book On Flag on School Demographics page for all buildings and district Home>Management>School Administration>School Building Administration>School Demographics Set up Registration Defaults Home>Management>School Administration>School Building Administration>Registration Defaults

8. Marks Define Whether the Building is using Alpha or Numeric marks in DASL Options-Marks Tab Home>Management>School Administration>DASL Options Verify and Compare DASL Marks with Grading Scales in PB - Home » Management  » School Administration  » Marks Administration Menu  » Marks Edit and Save Each Marking Pattern- Home>Management>School Administration>Marks Administration> Marking Patterns *Will be done by MVECA at district request. Create a CAUnicenter Ticket Prior to entering interims.

9. STUDENT • Enroll NEW(to DISTRICT) students in 12/13. (12/13 Admission and Withdrawal Scenarios) Home » SIS » Registration Wizard or Home  » Management  » School Administration  » Student Transfer  » Pending Students • We Recommend using an 8/1/2012 admission date for students who are NEW to your district. (Exception: KG students who are NEW may have their first day as their admission date)

10. 13.0 – Student Registration • Old Registration page removed from breadcrumb

11. 13.0 – #5376 – Bulk Enroll Pending Students 13.0 – #5332 – Student Transfer Error was received bulk enrolling from another ITC Error was received selecting to transfer to a district with a special character (&, -, *, etc)

12. STUDENT • Use registration wizard or student transfer to enroll students in 12/13 that were missed by promotion. (12/13 Admission and Withdrawal Scenarios) Home » SIS » Registration Wizard or Home » SIS » Registration or Home » SIS » Student » Student Transfer • We recommend using a 7/1/2012 admission date for YOUR district students who were missed during promotion/enrollment or moving buildings WITHIN the district.

13. STUDENT • Process students who have withdrawn over the summer. (12/13 Admission and Withdrawal Scenarios) Home » SIS » Student » Withdraw Student • We recommend using a withdraw date of 7/2/2012 for Students who were with you last year, but withdrew over the summer. • Ensure all Resident Attending Elsewhere students are assigned to the non-attending calendar. (Hint: Use Advance Search to search for R status students and flip thru them to ensure they are assigned to the non-attending calendar.)Home » SIS » Student » Edit Profile

14. Always Check with Your EMIS coordinator

15. STUDENT • Enter contact information for newly registered students. Home » SIS » Student » Contacts • Update contact information for existing students. Home » SIS » Student » Contacts

16. StudentInformation13.0 Family Groups Added Family Groups screen to group students together who reside in the same household.

17. StudentInformation 13.0 Family Groups cont.

18. STUDENT • Update profiles of existing students. Home » SIS » Student » Edit Profile

19. 13.0 – Student Profile Enhancement Tab stays open when scrolling through students

20. STUDENT • Assign lockers if applicable. (Assigning Lockers to Student Procedural Checklist) Home » Management » Ad-Hoc Updates » Locker Bulk Assignment • Assign homerooms if applicable. (Homeroom Step by Step Checklist) Home » Management » Ad-Hoc Updates » Homeroom Bulk Assignment • Assign counselors if applicable. (Assigning Counselors to Students Procedural Checklist) Home » Management » Ad-Hoc Updates » Counselor Bulk Assignment

21. Scheduling Update EMIS fields on courses. (Course Setup – Course Group Setup Step by Step Checklist or DASL EMIS End User Documentation) Home » Management » School Administration » Scheduling Administration » Course Maintenance » Courses

22. 13.0 – Course Screen Enhancement • Tab stays open when scrolling through courses

23. 13.0 EMIS Course Section Overrides • To be used when EMIS values on one section should differ from the values on Course • Any combination of the elements may be used as the override

24. Course Section Override Updates • Civil Rights Report, Part 1 • Verify Subject Codes (INVSUBJ) • Highly Qualified Teacher Update Maintenance Screen • WebXam Export • DataMap Export • Pre-Identification Export • CTE Management Screen • Mapped Local Classroom Codes • Home School Import

25. Teacher History Maintenance

26. Teacher History Maintenance From district level, processes can be run for all buildings From building level, process is run for that building only Following any of the processes, CTRMEMIS/CLISEMIS must be run to update the CU records

27. Teacher History MaintenanceStart and Stop Dates

28. Teacher History MaintenanceStart and Stop Dates Ability to update start and end dates for multiple buildings within district simultaneously Verification message received to confirm Confirmation message received following update advising number of teacher course history records updated

29. Teacher History MaintenanceWipe and New Tab

30. Teacher History MaintenanceWipe and New Tab Used to ‘sync’ the teacher history records with the meeting times after the schedule has been finalized Deletes the existing teacher history records and creates new teacher history records Can be run multiple times, but will remove any manual updates that have been made to Teacher History tab Course sections with missing meeting times are not updated through this process

31. Teacher History MaintenanceAdd Missing Tab

32. Teacher History MaintenanceAdd Missing Tab Adds Teacher History records for course sections without a teacher history record, ex. new section added to existing course Wipe and New must have been run at the building prior to running Add Missing Can be run multiple times Confirmation message received following update advising number of teacher course history records updated Course sections with missing meeting times are not updated through this process

33. Scheduling Continue processing schedule changes for existing students and add schedules for new students who weren’t enrolled at the time scheduling initially took place. (Elementary Scheduling Step by Step or Batch Scheduler Step by Step) Home » SIS » Student » Student Schedule » Request Assignments orHome » SIS » Scheduling » Course Section Assignments

34. Scheduling Verify course section assignments have the correct start date.Home » SIS » Student » Student Schedule » Request AssignmentsorHome » SIS » Scheduling » Course Section Assignments Finalize the 12/13 schedule in DASL Options – Scheduling tab.Home » Management » School Administration » DASL Options

35. Scheduling Print Class Lists (R703). The R703 lists each student assigned to a specific class. (Report Card Processing Procedural Checklist) Home » SIS » Marks » Marks Reports » Class List Formatter Print Schedules (R701) (Batch Scheduler Step by Step) Home » SIS » Scheduling » Scheduling Reports » Schedule Card Formatter (R701)

36. Fees Verify proration tables are set up and linked to fees. (Fee Accounting Procedural Checklist) -Home >Management >School Administration >Fees Administration > Prorated Fee Schedules Reminder: Proration table numbers For General & Program Fees represent Calendar Days . For Course Fees-numbers represent Course term Days Verify and update course fees, membership fees, general fees, and miscellaneous fees. (Fee Accounting Procedural Checklist) -Home> Management >School Administration >Fees Administration

37. Fees Make sure Uses Fees and Has Fees Assigned are checked in DASL Options – Fees tab. (Fee Accounting Procedural Checklist) Home » Management » School Administration » DASL Options Bulk Assign fees. (Fee Accounting Procedural Checklist) Home » Management » Ad-Hoc Updates » Student Fee Assignment

38. Attendance . • Configure DASL Options – Attendance tab for either period or daily attendance. (Attendance Procedural Checklist) Home >Management> School Administration>DASL Options • Verify attendance codes are set up properly in Attendance Maintenance. (Attendance Procedural Checklist) • Home> Management> School Administration> Attendance Administration

39. Period G – OGT Transfer • Transfer file for Period G OGT records updated to the FA Assessment format

40. Special Education Screen Update • Special Ed Event screen updated to show last modified date and by information • Will be updated to show who modified each record

41. R500 updated FTE Value(Defect 3319d) • Students with multiple FS records with different FTE values display the appropriate FTE value for each FS record

42. SpS Import Updated(Defect 4323E) • End dates not imported for program codes 215XXX if the end date is outside the fiscal year of the record • End dates are always imported for program code 220100

43. SAS Pre-Identification Export(ER 5385) • Updated to include ALL students enrolled in 12-13 school year, not just grades 3rd – 8th • 4 fields included in export • District IRN • School IRN • Student Grade for current year • Student SSID

44. UNCLEMIS Update(Defect 5289) • LCE Checks for Acceleration fields previously reported on FN tab have been disabled

45. Insert on FD/FS records Updated(Defect 5402) • Defect was allowing FS/FD records to be inserted that had identical values as the prior record • Records no longer inserted, and error message appears

46. 13.0 – #5249 - Graduation Eligibility Current year manual course history with earned credit was only being included if it met ‘Mark Type’ selected for current year credits. Fixed to always include Earned credits

47. 13.0 – #5177 - Graduation Eligibility Project pass on the missing marks handling in line item added in 12.4 wasn’t doing so until the line items had edit/save done.

48. StudentInformation13.0 Home School Import – Student Import Added Admission Reason and Admitted from IRN fields to the Student Import page

49. StudentInformation 13.0 DataMap Export – using Class List option Pre-Identification Export – using PreIdent For Pearson Education Measurement Export option Course Section - EMIS Override tab Exports return records based on the value in the EMIS Subject Code field on the Course Section – EMIS Override tab, if defined; otherwise records are returned based on the value in the EMIS Subject Code field on the Course – EMIS tab.

50. StudentInformation 13.0 Advanced Search – Local Ethnicity Advanced Search using the Local Ethnicity (formally Ethnicity) field now yields the correct results. Previously it was returning all students ignoring the Ethnicity filter. Now only students matching the Local Ethnicity filter are displayed.