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administrator_s_guide [2017/05/19 18:48]
sped_forms [Program setup and customizations]
administrator_s_guide [2017/08/04 20:46]
sped_forms
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 +<fs 25px><​color darkblue>​Administrator Guide Contents </​color></​fs>​
  
 +===== Getting started =====
 +
 +==== Browser instructions:​ ====
 +
 +  * [[internet_explorer|How do I set up Internet Explorer on a PC?]]
 +  * [[safari|How do I set up Safari on a Mac?]]
 +  * [[google_chrome|How do I set up Google Chrome?]]
 +==== Your account setup ====
 +
 +  * [[accessing_sped_forms|How do I access SpEd Forms?]]
 +  * [[updating_profile|How do I change things in my profile?]]
 +  * [[changing_password|How do I change my password?]]
 +  * [[managing_personal_credentials|How do I manage my personal credentials?​]]
 +  * [[Admin overview|How do I use the Admin Overview?]]
 +==== Administration setup ====
 +
 +  * [[admin manage coop|How do I setup and manage a cooperative?​]]
 +  * [[admin manage district|How do I setup and manage a district?]]
 +  * [[admin manage school|How do I setup and manage a school?]]
 +  * [[admin setup marss|How do I set up MARSS instructional calendars?​]]
 +  * [[admin add students|How do I add new students?]]
 +  * [[admin copy marss|How do I copy MARSS instructional calendars?​]]
 +  * [[admin system prefs|How do I set system preferences?​]]
 +  * [[admin manage global calendar|How do I manage the global calendar?]]
 +==== Setting up users ====
 +
 +  * [[admin access levels|What are the levels of administrative access?]]
 +  * [[admin manage users|How do I manage user accounts?]]
 +  * [[admin manage user categories|How do I manage user categories?​]]
 +==== Program setup and customizations ====
 +
 +  * [[admin er templates|How do I work with ER templates?​]]
 +  * [[admin manage drop down|How do I manage drop down lists?]]
 +  * [[admin manage services drop down|How do I manage the services drop down list?]]
 +  * [[admin manage languages drop down|How do I set the languages drop down list?]]
 +  * [[admin drop down ref|Show me the Drop Down reference guide.]]
 +  * [[admin manage measures|How do I manage measures?]]
 +  * [[admin add form letter|How do I add a form letter?]]
 +  * [[admin share form letter|How do I share a form letter with all users?]]
 +  * [[admin share file|How do I share a file with all users?]]
 +===== Administrative Features =====
 +
 +  * [[features search box|How does the search box work?]]
 +  * [[features search students|How do I search for students?]]
 +  * [[features pickup remote|A user is trying to pick up a student from another district, but the student ID is already in use on our server. What do I do?]]
 +  * [[features change ID/​Marss|How do I change an ID or MARSS number?]]
 +  * [[features reassign case manager|How do I reassign the case manager?]]
 +  * [[features print reports|How do I print reports?]]
 +  * [[features save report excel|How do I save a report to Excel?]]
 +  * [[features sql statement in use|What is the SQL statement in use all about?]]
 +  * [[features send email student status|How do I send email notifications when a student'​s status changes?]]
 +
 +===== Searchable Administrative Reports =====
 +
 +  * [[reports child count|How do I use the "Child Count" report?]]
 +  * [[reports caseload|How do I use the "​Caseload / Access"​ report?]]
 +  * [[reports student list|How do I use the "​Student List" report?]]
 +  * [[reports duplicate students|How do I use the "​Duplicate Students"​ report?]]
 +  * [[reports student sharing|How do I use the "​Student Sharing"​ report?]]
 +  * [[reports teacher workload|How do I use the "​Teacher workload analysis"​ report?]]
 +  * [[reports combined report|How do I use the "​Combined report"?​]]
 +  * [[reports timeline monitoring|How do I use the "​Timeline monitoring"​ report?]]
 +  * [[reports team meetings|How do I use the "Team meetings in the next 90 days" report?]]
 +  * [[reports active student count|How do I use the "​Active student count (by school)"​ report?]]
 +  * [[reports services|How do I use the "​Services"​ report?]]
 +
 +
 +===== Enrollment and Attendance Reports =====
 +
 +==== Administrative Reports ====
 +  * [[using_attendance_reports|How do I use the "​Attendance detail"​ and "​Attendance summary"​ reports?]]
 +
 +==== Educator Guide ====
 +  * [[enrollment_and_attendance|Educator Enrollment and Attendance]]
 +    * [[Attendance Enrollment Record|How do I create an enrollment record?]]
 +    * [[Attendance Enter Data|How do I enter attendance, membership or SpEd minutes?]]
 +    * [[Attendance Review Data|How do I review attendance, membership or SpEd minutes?]]
 +===== Built-in Reports =====
 +
 +  * [[reports built in|How do I get to the built-in reports?]]
 +  * [[reports student sharing|How do I use the Student Sharing report?]]
 +  * [[reports student history|How do I see a student'​s history?]]
 +  * [[reports reassign student history|How do I reassign a student'​s history to another student?]]
 +  * [[reports grade rollover|How do I do the grade rollover?]]
 +  * [[reports student outside permissions|How do I find student'​s outside my permissions?​]]
 +  * [[reports merge student information|How do I merge duplicate records for a student?]]
 +===== Custom Reports =====
 +
 +  * [[reports custom report|How do I make a custom report?]]
 +  * [[reports view custom report|How do I view a custom report?]]
 +  * [[reports sql custom report|How do I use SQL to make a custom report?]]
 +  * [[reports delete custom report|How do I delete a custom report?]]
 +
 +===== MA Admin Guide =====
 +
 +==== MA Setup ====
 +
 +  * [[MA admin setup district|How do I setup a district for MA?]]
 +  * [[ma admin setup billing rates|How do I set up MA billing rates?]]
 +==== Student MA Setup ====
 +
 +  * [[ma admin enter change student ma info|How do I enter or change student MA information?​]]
 +  * [[ma admin view print activity trip logs|How do I view and print Activity or Trip logs?]]
 +  * [[ma admin exit student from ma|How do I exit a student from MA?]]
 +  * [[ma admin delete student from ma|How do I delete a student from MA?]]
 +  * [[ma admin mn-its works|How does MN-ITS work?]]
 +==== Student MA Eligibility ====
 +
 +  * [[ma admin submit 270 x12 5010 format|How do I submit 270 (X12) Eligibility test files in the new 5010 format?]]
 +  * [[ma admin 270 x12 select students|How do I select students for a 270 (X12) eligibility transmission?​]]
 +  * [[ma admin 270 x12 send|How do I send a 270 (X12) eligibility transmission?​]]
 +  * [[ma admin 270 import 271 x12|How do I import a 271 (X12) response file from DHS into SpEd Forms?]]
 +==== Creating and sending 837 X12 files to DHS ====
 +
 +  * [[ma admin submit 837 x12 5010 format|How do I submit 837 (X12) Claim test files in the new 5010 format?]]
 +  * [[ma admin select logs 837 transmit|How do I select logs for an 837 transmission?​]]
 +  * [[ma admin edit claim info|How do I edit claim information?​]]
 +  * [[ma admin send 837 claim|How do I send an 837 claim transmission?​]]
 +  * [[ma admin import 845 response|How do I import an 835 (X12) response file from DHS into SpEd Forms?]]
 +  * [[ma admin view batch file history|How do I view the batch file transaction history?]]
 +  * [[ma admin recreate/​resave batch file|How do I recreate or resave an existing batch file?]]
 +  * [[ma admin send replacement batch|How do I send a replacement batch to DHS?]]
 +  * [[ma admin reissue transaction|How do I reissue a transaction to DHS?]]
 +  * [[ma admin view transaction|How do I view a transaction?​]]
 +  * [[ma admin replace void individual claim|How do I replace or void an individual claim?]]
 +  * [[ma admin bill AT claims|How do I bill Assistive Technology (AT) claims?]]
 +
 +
 +[[admin_faq|Frequently Asked Questions (FAQ)]]
 +
 +[[support_requests|Submitting support requests]]
administrator_s_guide.txt · Last modified: 2021/03/03 11:36 (external edit)
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