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administrator_s_guide [2017/08/04 20:46] sped_forms |
administrator_s_guide [2021/03/03 11:36] (current) |
===== Getting started ===== | ===== Getting started ===== |
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==== 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 ===== |
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* [[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 ===== |
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* [[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 ===== |
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* [[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> |
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===== Custom Reports ===== | ===== Custom Reports ===== |
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* [[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> |
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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?]] | ===== 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?]] | |
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| * [[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> |
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[[admin_faq|Frequently Asked Questions (FAQ)]] | [[admin_faq|Frequently Asked Questions (FAQ)]] <fs x-small>MN, WI</fs> |
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[[support_requests|Submitting support requests]] | [[support_requests|Submitting support requests]] <fs x-small>MN, WI</fs> |