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administrator_s_guide [2017/08/04 20:46]
sped_forms
administrator_s_guide [2021/03/03 11:36] (current)
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 ===== Getting started ===== ===== Getting started =====
  
-==== Browser instructions: ​==== +  * **Browser instructions:​** 
- +  * [[safari|How do I set up Safari on a Mac?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  ​[[internet_explorer|How do I set up Internet Explorer on a PC?]] +  * [[google_chrome|How do I set up Google Chrome?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[safari|How do I set up Safari on a Mac?]] +  * **Your account setup:** 
-  * [[google_chrome|How do I set up Google Chrome?]] +  * [[accessing_sped_forms|How do I access SpEd Forms?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-==== Your account setup ==== +  * [[updating_profile|How do I change things in my profile?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
- +  * [[changing_password|How do I change my password?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[accessing_sped_forms|How do I access SpEd Forms?]] +  * [[managing_personal_credentials|How do I manage my personal credentials?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[updating_profile|How do I change things in my profile?​]] +  * [[Admin overview|How do I use the Admin Overview?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[changing_password|How do I change my password?​]] +  * **Administration setup:** 
-  * [[managing_personal_credentials|How do I manage my personal credentials?​]] +  * [[admin manage coop|How do I setup and manage a cooperative?​]] ​<fs x-small>​MN</​fs>​ 
-  * [[Admin overview|How do I use the Admin Overview?​]] +  * [[admin manage district|How do I setup and manage a district?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-==== Administration setup ==== +  * [[admin manage school|How do I setup and manage a school?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
- +  * [[admin setup marss|How do I set up instructional calendars?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[admin manage coop|How do I setup and manage a cooperative?​]] +  * [[admin add students|How do I add new students?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[admin manage district|How do I setup and manage a district?​]] +  * [[admin copy marss|How do I copy instructional calendars?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[admin manage school|How do I setup and manage a school?]] +  * [[admin system prefs|How do I set system preferences?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[admin setup marss|How do I set up MARSS instructional calendars?​]] +  * **Setting up users:** 
-  * [[admin add students|How do I add new students?​]] +  * [[admin access levels|What are the levels of administrative access?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[admin copy marss|How do I copy MARSS instructional calendars?​]] +  * [[admin manage users|How do I manage user accounts?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[admin system prefs|How do I set system preferences?​]] +  * [[admin manage user categories|How do I manage user categories?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[admin manage global calendar|How do I manage the global calendar?​]] +  * **Program setup and customizations:** 
-==== Setting up users ==== +  * [[admin er templates|How do I work with ER templates?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
- +  * [[admin manage drop down|How do I manage drop down lists?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[admin access levels|What are the levels of administrative access?]] +  * [[admin manage services drop down|How do I manage the services drop down list?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[admin manage users|How do I manage user accounts?​]] +  * [[admin manage languages drop down|How do I set the languages drop down list?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[admin manage user categories|How do I manage user categories?​]] +  * [[admin drop down ref|Show me the Drop Down reference guide.]] ​<fs x-small>​MN,​ WI</​fs>​ 
-==== Program setup and customizations ​==== +  * [[admin manage measures|How do I manage measures?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
- +  * [[admin add form letter|How do I add a form letter?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[admin er templates|How do I work with ER templates?​]] +  * [[admin share form letter|How do I share a form letter with all users?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[admin manage drop down|How do I manage drop down lists?]] +  * [[admin share file|How do I share a file with all users?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[admin manage services drop down|How do I manage the services drop down list?]] +  * [[admin categorize file|How do I categorize files?]] <fs x-small>​MN,​ WI</​fs>​
-  * [[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 ===== ===== Administrative Features =====
  
-  * [[features search box|How does the search box work?]] +  * [[features search box|How does the search box work?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[features search students|How do I search for students?​]] +  * [[features search students|How do I search for students?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[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 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?]] <fs x-small>​MN,​ WI</​fs>​ 
-  * [[features change ID/​Marss|How do I change an ID or MARSS number?]] +  * [[features change ID/​Marss|How do I change an ID number?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[features reassign case manager|How do I reassign the case manager?​]] +  * [[features reassign case manager|How do I reassign the case manager?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[features print reports|How do I print reports?​]] +  * [[features print reports|How do I print reports?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[features save report excel|How do I save a report to Excel?]] +  * [[features save report excel|How do I save a report to Excel?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[features sql statement in use|What is the SQL statement in use all about?]] +  * [[features sql statement in use|What is the SQL statement in use all about?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[features send email student status|How do I send email notifications when a student'​s status changes?]] +  * [[features send email student status|How do I send email notifications when a student'​s status changes?​]] ​<fs x-small>​MN,​ WI</​fs>​
 ===== Searchable Administrative Reports ===== ===== Searchable Administrative Reports =====
  
-  * [[reports child count|How do I use the "Child Count" report?]] +  * [[reports child count|How do I use the "Child Count" report?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[reports caseload|How do I use the "​Caseload / Access"​ report?]] +  * [[reports caseload|How do I use the "​Caseload / Access"​ report?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[reports student list|How do I use the "​Student List" report?]] +  * [[reports student list|How do I use the "​Student List" report?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[reports duplicate students|How do I use the "​Duplicate Students"​ report?]] +  * [[reports duplicate students|How do I use the "​Duplicate Students"​ report?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[reports student sharing|How do I use the "​Student Sharing"​ report?]] +  * [[reports student sharing|How do I use the "​Student Sharing"​ report?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[reports teacher workload|How do I use the "​Teacher workload analysis"​ report?]] +  * [[reports teacher workload|How do I use the "​Teacher workload analysis"​ report?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[reports combined report|How do I use the "​Combined report"?​]] +  * [[reports combined report|How do I use the "​Combined report"?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[reports timeline monitoring|How do I use the "​Timeline monitoring"​ report?]] +  * [[reports timeline monitoring|How do I use the "​Timeline monitoring"​ report?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[reports team meetings|How do I use the "Team meetings in the next 90 days" report?]] +  * [[reports team meetings|How do I use the "Team meetings in the next 90 days" report?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[reports active student count|How do I use the "​Active student count (by school)"​ report?]] +  * [[reports active student count|How do I use the "​Active student count (by school)"​ report?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[reports services|How do I use the "​Services"​ report?]]+  * [[reports services|How do I use the "​Services"​ report?​]] ​<fs x-small>​MN,​ WI</​fs>​
  
  
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 ==== Administrative Reports ==== ==== Administrative Reports ====
-  * [[using_attendance_reports|How do I use the "​Attendance detail"​ and "​Attendance summary"​ reports?​]] +  ​* ** Administrative Reports ** 
- +  ​* [[using_attendance_reports|How do I use the "​Attendance detail"​ and "​Attendance summary"​ reports?​]] ​<fs x-small>​MN</​fs>​ 
-==== Educator Guide ==== +  * ** Educator Guide ** 
-  * [[enrollment_and_attendance|Educator ​Enrollment and Attendance]] +  * [[enrollment_and_attendance|Enrollment and Attendance]] 
-    * [[Attendance Enrollment Record|How do I create an enrollment record?]] +    * [[Attendance Enrollment Record|How do I create an enrollment record?​]] ​<fs x-small>​MN</​fs>​ 
-    * [[Attendance Enter Data|How do I enter attendance, membership or SpEd minutes?​]] +    * [[Attendance Enter Data|How do I enter attendance, membership or SpEd minutes?​]] ​<fs x-small>​MN</​fs>​ 
-    * [[Attendance Review Data|How do I review attendance, membership or SpEd minutes?]]+    * [[Attendance Review Data|How do I review attendance, membership or SpEd minutes?​]] ​<fs x-small>​MN</​fs>​
 ===== Built-in Reports ===== ===== Built-in Reports =====
  
-  * [[reports built in|How do I get to the built-in reports?​]] +  * [[reports built in|How do I get to the built-in reports?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[reports student sharing|How do I use the Student Sharing report?]] +  * [[reports student sharing|How do I use the Student Sharing report?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[reports student history|How do I see a student'​s history?​]] +  * [[reports student history|How do I see a student'​s history?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[reports reassign student history|How do I reassign a student'​s history to another student?​]] +  * [[reports reassign student history|How do I reassign a student'​s history to another student?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[reports grade rollover|How do I do the grade rollover?​]] +  * [[reports grade rollover|How do I do the grade rollover?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[reports student outside permissions|How do I find student'​s outside my permissions?​]] +  * [[reports student outside permissions|How do I find student'​s outside my permissions?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[reports ​merge student information|How do I merge duplicate records for a student?]]+  * [[reports ​access log|How do I use the Access Log?]] <fs x-small>​MN,​ WI</​fs>​ 
 +  * [[reports sharing tracker|How do I use the Student Sharing Tracker?]] <fs x-small>​MN,​ WI</​fs>​ 
 +  * 
 ===== Custom Reports ===== ===== Custom Reports =====
  
-  * [[reports custom report|How do I make a custom report?]] +  * [[reports custom report|How do I make a custom report?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[reports view custom report|How do I view a custom report?]] +  * [[reports view custom report|How do I view a custom report?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[reports sql custom report|How do I use SQL to make a custom report?]] +  * [[reports sql custom report|How do I use SQL to make a custom report?​]] ​<fs x-small>​MN,​ WI</​fs>​ 
-  * [[reports delete custom report|How do I delete a custom report?]] +  * [[reports delete custom report|How do I delete a custom report?​]] ​<fs x-small>MN, WI</​fs>​
- +
-===== 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?]] +===== User Tools =====
-  * [[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?]]+
  
 +  * [[user_tools_assessment_tracker|How do I use the Assessment Tracking tool?]] <fs x-small>​MN,​ WI</​fs>​
 +  * [[user_tools_switch_students|How do I use the Switch Students tool?]] <fs x-small>​MN,​ WI</​fs>​
  
-[[admin_faq|Frequently Asked Questions (FAQ)]]+[[admin_faq|Frequently Asked Questions (FAQ)]] ​<fs x-small>​MN,​ WI</​fs>​
  
-[[support_requests|Submitting support requests]]+[[support_requests|Submitting support requests]] ​<fs x-small>​MN,​ WI</​fs>​
administrator_s_guide.1501879587.txt.gz · Last modified: 2021/03/03 11:36 (external edit)
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