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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 |
| <fs 25px><color darkblue>Administrator Guide Contents </color></fs> |
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| ===== Getting started ===== |
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| ==== Browser instructions: ==== |
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| * [[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 ==== |
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| * [[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 ==== |
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| * [[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 ==== |
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| * [[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 ==== |
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| * [[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 ===== |
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| * [[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?]] |
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| ===== Searchable Administrative Reports ===== |
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| * [[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?]] |
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| ===== Enrollment and Attendance Reports ===== |
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| ==== Administrative Reports ==== |
| * [[using_attendance_reports|How do I use the "Attendance detail" and "Attendance summary" reports?]] |
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| ==== 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 ===== |
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| * [[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 ===== |
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| * [[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?]] |
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| ===== MA Admin Guide ===== |
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| ==== MA Setup ==== |
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| * [[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 ==== |
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| * [[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 ==== |
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| * [[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 ==== |
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| * [[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?]] |
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| [[admin_faq|Frequently Asked Questions (FAQ)]] |
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| [[support_requests|Submitting support requests]] |