Admin
User Management
- How to Deactivate a User
- How to Edit the Person a User Account is Tied to
- How to Add a New User Manually
- Adding or Changing a User's Permission Level
- Changing a User's Username
- Changing a User's Password
New Academic Year Setup
- Checklist for Rolling Over an Academic Year
- How to Edit Terms
- School Day Types
- Current/Past Term Finalization and Cleanup
- Creating a New Academic Year
- Generating School Days & Pre-Generate Daily Attendance
Client Settings
Portal Setup & Preferences
Reports
- How to Run Test Assessment Reports
- Holding Back a Single Assessment Report From Being Released
- Sharing and Deleting Report Templates
- Using the Duplicate Assessment Tool
- Printing Attendance Reports and Arrival Sheets
- Filtering for New Families
Multi-Page Forms
- How to Test People MPFs
- How to Test Enrollment MPF
- Step-by-Step Instructions for Creating an Enrollment or People Multi-Page Form
- How to set up alerts for an Enrollment or People MPF
- Using the Submitted/Pending People Forms Tables
- Quick Instructions for Testing an MPF in the Portal