InformationNOW Security Settings – Enrollment Clerk

About this Guide This Quick Reference Guide provides a suggested setup model for security in InformationNOW for users who have the roles of Enrollment Clerks. Please note that this document is intended to provide general guidelines for security setup; districts are advised to use this information as a starting point. Final security settings should be assigned according to the district’s unique needs.

Setup Security rights are set up under System Preferences | Permission Maintenance. Select the group of Enrollment Clerk and enable the following options:

Note: If the Enrollment Clerk group does not already exist, groups may first be created under System Preferences | Group Maintenance.

Tasks Tab Check the following:

Scheduling • Maintain Academic Session: Users may View and Edit academic sessions under School/District |

School by selecting a school and clicking the Acad Session tab.

• Maintain Closed Academic Session: Users may View and Edit closed academic sessions under School/District | School by selecting a school and clicking the Acad Session tab.

• View Academic Session: Users may View academic sessions under School/District | School by selecting a school and clicking the Acad Session tab.

• View Course: Allows user to View courses under Scheduling | Valid Courses.

• View Section: Allows user to View section under Scheduling | Master Schedule.

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Student • Enroll Student: Allows user to click the Enroll button from an individual person’s record under Students |

Enrollment.

• Find Student: Allows user to go to Student Maintenance | Students and search.

• View Special Instructions: Allows user to View the Special Instructions from the individual student record's Main tab under Students | Student Maintenance.

• View Student: Allows user to View individual student records from the Students | Student Maintenance menu.

Fields Tab Leave all set to Hidden except the following, which should be set to Read:

Contact • Date Of Birth: Date Of Birth on the Main tab.

• First Name: First Name on the Main tab.

• Last Name: Last Name on the Main tab.

• Middle Name: Middle Name on the Main tab.

Staff • Date Of Birth: Date Of Birth on the Main tab.

• First Name: First Name on the Main tab.

• Last Name: Last Name on the Main tab.

• Middle Name: Middle Name on the Main tab.

• Staff Number: Staff Number on the Misc tab.

Student • Date Of Birth: Date Of Birth on the Main tab.

• First Name: First Name on the Main tab.

• Gender: Gender on the Main tab.

• Last Name: Last Name on the Main tab.

• Middle Name: Middle Name on the Main tab.

• Preferred Name: Preferred Name on the Main tab.

• Student Number: Student Number on the Misc tab.

Reports Tab Uncheck all options.

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