Adding Document Requirements to Courses

There may be times when teachers want to supplement their reports by including a separate attachment unique to that one student. For example, maybe you have students with special learning needs and you need to provide parents with some information regarding the child's learning goals in addition to the assessment. There are many reasons why a teacher may want to upload a separate attachment. Before teachers will be able to do this though, a small degree of setup must take place in the admin.

IMPORTANT: Uploaded documents are available to parents immediately so teachers should only upload documents when they want them to be available to parents. 

Click here to learn more about uploading documents to teacher the portal.

Add Document Requirements to Courses

First, add a new Document Requirement to Courses. This will attach a Document Template to the course(s) in need of the upload functionality, thus allowing them to attach documents for individual students.

From the Dashboard:

1. Go to Courses >  Add Document Requirements for Courses
   
   
2. Select the appropriate Term, Assessment Period, and Program
   
   
3. Create (or select) a Document Template from the drop-down menu
   
   

   If creating a new Document Template
   

   • On the Document Template drop-down menu, click the combo box to create new
     
     
     • Note: Document Types help you stay organized, and helps BigSIS know where to put your documents. Something like "Student June 2018 Attachments" would be a good Document Type. It's specific and you'll never have trouble finding those documents.
       
       
   • Enter an Upload Prompt to give teachers specific directions on how to upload the document (e.g. Click the Upload button next to the child's name, name the file whatever you want it to appear as in the portal--or just leave it as the default, and then attach the appropriate document. Don't forget to hit the Save button! Note: Saving the document will not automatically release it to the Parent Portal. It will be released once the Assessment Report has been released)
     
     
   • Enter a Default Title. This title will be used to represent the report that is uploaded. Uncheck the Title is Editable checkbox if you do not want to give teachers permission to edit this title
     
     
   • When you're finished, click the Save and Back button to return to the Add Document Requirements For Courses page
     
     
4. Now that you have a Document Type selected, you will see a list of courses meeting your criteria. Select the courses that should have the Document Template attached and have upload capabilities and click the Attach Template to Course button
   
   
5. The course will disappear from the list

Activate Upload Report Documents in Portal Settings

Uploading Portal Documents is a specific setting in BigSIS you have to turn on in order for teachers to have upload capabilities.

From the Dashboard:

1. Go to System > Settings > Portal Setup
   
   
2. Expand Teacher Portal > My Courses > Upload Report Documents
   
   
3. Click the Show in Portal checkbox
   
   
4. Click the Save button

Check the Teacher's Portal to Make Sure the Feature is Active

If you yourself are not a teacher, you can impersonate a teacher (teaching one of the courses you selected) to make sure the feature is active.

From the Teacher Tab

1. Select the Course from My Courses >  Upload Report Document

If the feature is active, you should see the students listed with an option to upload. Click here to learn more about uploading documents to the teacher portal.