Admin
User Management
- Guide to Adding New Admins
- 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
New Academic Year Setup
- Checklist for Rolling Over an Academic Year
- How to Edit Academic Year Begin and End Dates
- How to Edit Terms
- School Day Types
- Current/Past Term Finalization and Cleanup
- Creating a New Academic Year
Client Settings
Portal Setup & Preferences
Reports
- Why are There Two Copies of an Assessment Report (In-House Copy)
- How to Add a Transcript Note to an Admission Record
- How to Add a Transcript Note to an Enrollment Record
- Removing a Report from a Student Record
- How to Run Test Assessment Reports
- Holding Back a Single Assessment Report From Being Released
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
- Quick Instructions for Testing an MPF in the Portal
- Quick Instructions for Sending a Request for Information (RFI)