47
ITS 3 SchoolMAX DRAFT Overview/ Navigation Guide Version 1.2

Overview/ Navigation Guide - matsuk12.us

  • Upload
    others

  • View
    2

  • Download
    0

Embed Size (px)

Citation preview

Page 1: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT

Overview/ Navigation

Guide

Version 1.2

Page 2: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 2

!"#$%&'(&)'*+%*+,&!"#$%&'()"*&+*,&-)......................................................................................................................)/!

,'(+"!$#(,"')..................................................................................................................................)/!

0#1""2%34)"*&+*,&-)....................................................................................................................)5!!67889:;<).....................................................................................................................................................)=!>?@9897<).......................................................................................................................................................)=!>?@98A)%7@B7C<)..........................................................................................................................................)=!&:CD88@7:E)+7FDCG).......................................................................................................................................)=!

0#1""2%34H)9I07C97<)?:G)+&J"+(,'K)...............................................................................................)L!

2"KK,'K),')(")0FMDD8%34).............................................................................................................)NO!

0FMDD8%34!)%&'$)(C77)...................................................................................................................)NP!

(""2Q3+)"J(,"'0)..........................................................................................................................)N/!$<9:;)(M7)#?8FR8?EDC)..................................................................................................................................)N/!JC9:E9:;)......................................................................................................................................................)N/!"S7:9:;)%R8E9S87)-9:GD6<).......................................................................................................................)N5!19G7)%7:R)(C77).........................................................................................................................................)N5!178S)...........................................................................................................................................................)N=!

0FMDD8%34!)%3,')%&'$).................................................................................................................)N=!(M7)T0FMDD8%34)%?9:)%7:RU)...................................................................................................................)N=!0MDCEFRE)QDV)W'7VE)0FC77:XY).......................................................................................................................)NZ!'?[9;?E9:;)(D)0FMDD8%34! )%DGR87<)$<9:;)29:\<)......................................................................................)NZ!

]&^)(&+%,'"2"K^)..........................................................................................................................)PO!0FC77:)'?@7<)............................................................................................................................................)PO!]7A)>978G<)..................................................................................................................................................)PN!+7_R9C7G)>978G<)..........................................................................................................................................)PN!%?9:E7:?:F7)QDV).......................................................................................................................................)PP!

"#$%&'&#(!)#!*#!+,&-.&#(!/012'3!444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444!56!*33&#(!*!708!/012'3!444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444!59!:;<#(&#(!*#!+,&-.&#(!/012'3!44444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444!5=!>0?0.&#(!*#!+,&-.&#(!/012'3!444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444444!5@!

(M7)3`#`!)>7?ERC7).....................................................................................................................................)PZ!07?CFM)QDV7<).............................................................................................................................................)PL!

'3*,K3(,"')....................................................................................................................................)aO!'?[9;?E9D:)-9EM)(M7)]7ABD?CG)..................................................................................................................)aO!'?[9;?E9D:)-9EM)(M7)%DR<7)......................................................................................................................)aO!'?[9;?E9D:)-9EM)29:\<)................................................................................................................................)aO!$<9:;)!?E?)>978G<).......................................................................................................................................)aN!$<9:;)#M7F\IQDV7<).....................................................................................................................................)aP!

Page 3: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 3

$<9:;)!CDSI!D6:)29<E)QDV7<)......................................................................................................................)aa!$<9:;)+?G9D)QREED:<)..................................................................................................................................)aa!$<9:;)T!C988I!D6:U)3CCD6<)........................................................................................................................)a/!0RB@9EE9:;)!?E?),:ED)(M7)0A<E7@)...............................................................................................................)a5!

#13'K,'K)^"$+)J300-"+!)..........................................................................................................)aZ!

2"KK,'K)">>)0FMDD8%34)................................................................................................................)ab!

3!%,',0(+3("+)(,J0)......................................................................................................................)/O!0ERG7:E)!?E?)?E)?)K8?:F7)...........................................................................................................................)/O!#RCC7:E)&:CD88@7:E)....................................................................................................................................)//!0ERG7:E)&:CD88@7:E)19<EDCA).......................................................................................................................)/=!

Page 4: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 4

DOCUMENT OVERVIEW This manual is designed to assist the MSBSD School District with the following:

• Understanding overview of SchoolMAX structure

o Census foundation and Easy access to student information

o The i-Series

o ReportMAX

• Logging into SchoolMAX!.

• Navigating throughout the system

• Understanding key terminology

• Entering and submitting data

• Inquiring, adding, changing or deleting a record

• Changing your password

• Logging out

In addition, a special section of helpful tips is included for individuals who need to access information, but do not typically enter data.

INTRODUCTION

SchoolMAX will help you efficiently and effectively enter and maintain all necessary enrollments, attendance, scheduling, grading, discipline, health, special education, and other information for all of your current students. This is easily accomplished with minimal data entry through an Internet site and a simple click of the mouse. The Overview section of this document will give the user an understanding of the structure of SchoolMAX. It also includes an overview of i-CUE, i-GRADEBOOK, i-ENROLL, i-PARENT, i-PLAN and ReportMAX.

Also, this document includes the basics of logging in, correctly logging off the system as well as how to maintain passwords. Key SchoolMAX terminology and navigation through the system are also discussed.

Page 5: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 5

SCHOOLMAX OVERVIEW The basis of the SchoolMAX database is the CENSUS module. The following drawing depicts the relationships between the dwelling, the families, and the family members. Because SchoolMAX is a district wide system, data will be entered one time into the system.

Dwelling CE005

FAMILY—Heads of Household CE010

Family Member CE220

Family Member CE220

Family Member CE220

ST208/ST210

ST208/ST210 ST208/ST210

Page 6: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 6

Dwellings The dwelling file contains all the physical addresses within the MSBSD school boundaries. This file is maintained centrally and cannot be changed at the school level. Each physical address has been assigned a dwelling number. Multiple families may reside in one dwelling, and not all dwellings will have families. Families A family is defined as one or multiple head of households that reside in a dwelling. These are normally the mother and father but can also be other relationships that have been defined by the district (i.e. grandmother, aunt, guardian). Each family is entered into SchoolMAX only once. When the family is created it is assigned a FAMILY NUMBER by the system. Multiple family members may be attached to each family. Family Members A family member is a child that is attached to one or more families. Each family member is entered into the system only once. At the time of entry, the member is assigned a MEMBER ID by the system. This number will also be known as the “student ID”. The student ID will remain with the student throughout their school years. Family members may or may not be enrolled in a school at MSBSD. This allows for the system to store data for pre-k and/or students who have graduated or have transferred out of MSBSD. Enrollment Record Once a student has been entered into SchoolMAX he or she may be enrolled in a school. SchoolMAX not only provides end users access to a broad array of both summary and detail student data but also places this data at the secured user's fingertips. A variety of methods are provided within SchoolMAX to locate a student. Once a student is located, a user may browse the student's information in detail without the need for new search indexes or keyboard entry. SchoolMAX also provides this functionality through a one-stop, single screen look at a comprehensive set of student information (ST009). By selecting a student from a drop-down list, you can view the following information regarding that student:

! Personal data, including address, date of birth, home phone number, and other pertinent demographic information

! Census/family data, including parent names and phones numbers, emergency contact information

! Enrollment, including school, homeroom, teacher, grade level, and counselor ! Scheduling, including today's schedule or full schedule ! Attendance history

Page 7: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 7

! Discipline history ! Grade history ! Test scores ! Transcript information, including class rank and GPA ! Other information as defined by the district

Page 8: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 8

SCHOOLMAX, i-Series and REPORTING The SchoolMAX database contains all of the data pertaining to student information. There are several different methods of entering and/or viewing data in SchoolMAX:

• SchoolMAX screens. All data that needs to be collected can be entered through entry screens in the system. These screens are grouped into data modules within the software and are described in detail in the SchoolMAX training manuals for each module.

• i-CUE. These screens are accessible to the teachers and are used to enter attendance and

grade information. i-CUE also allows the teacher to view certain data for the students in their classes.

• i-GRADEBOOK. i-GRADEBOOK is an online gradebook that is available for teachers to

track assignments and enter grades for their students. If i-GRADEBOOK is used then the teacher will submit the grades directly to SchoolMAX for progress reports and report cards.

• i-ENROLL. i-ENROLL is an online registration system that is available for parents to

register their children at MSBSD.

• i-PARENT. i-PARENT is an online system for parents to view select data for all of the students in their family.

• i-PLAN. i-PLAN is an online system for tracking Special Education data.

In SchoolMAX! there are four different ways to print reports: 1. Point-and-Click reports can be found throughout SchoolMAX. They are the easiest reports for the user to run, requiring only filling out parameters and clicking the PRINT REPORT button. Benefits:

• Ease of use • Predefined reports

2. The Report Ordering module is the most complex way to print reports in SchoolMAX. It

requires an understanding of how the module works, filling out sort, filter and parameter screens, and then requesting the report.

Benefits:

• Complete set of reports

Page 9: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 9

• Greatest flexibility, with user controlled sorting and filtering • Reports can be set up in advance for later use • Reports can be copied from user to user OR school to school. • Reports can be locked.

3. The third way to print reports from SchoolMAX is by using the ReportMAX® software.

This is a separate program that has been included with the SchoolMAX! software to enable users to easily run reports.

Benefits: • Easy to use • Predefined reports • Can preview report on your computer screen • Can print report to your local printer • Can control printer formatting and printer preferences • The IT department at MSBSD can develop new reports using ReportMAX®

4. The fourth way to print reports from SchoolMAX data is by using the Tyler-Pulse software.

This is a separate program that has been integrated with the SchoolMAX! software to enable users to easily run reports.

Page 10: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 10

LOGGING IN TO SchoolMAX “Log in Screen”

This screen allows the user to login to SchoolMAX!. To reach the SchoolMAX! login screen please follow these instructions. URL for SchoolMAX: www.schoolmax.matsuk23.us . You will be provided with a unique User ID (Operator #) and password that will enable you to log in.

Then, complete the following: Enter your “District:” number.

Enter your “Operator:” number.

Enter your “Password:”.

Note: Passwords are case sensitive. Please check your CAPS LOCK. Using your mouse, click the [Log in] button only once. If you have forgotten your password then click on the I Forgot My Password link. This will display the following screen:

Page 11: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 11

Fill out the District number and Operator (user id) then click on the Get the Password button. The system will send you an email with your new password. If you entered the wrong “District:” number, “Operator:” number, “Password:” or any incorrect combination of these items, the following message appears as shown below. If you receive the message illustrated above, please check that you have entered the correct information and that the <Caps Lock> key is off, if your password does not contain any capital letters.

Note: Your login information should NEVER be shared with another user!

Page 12: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 12

SchoolMAX! MENU Tree When you first logged in, you saw the window indicating that the SchoolMAX! Menu Tree was loading. Once the Menu Tree has finished loading, the options illustrated below on the left-hand side of the screen appear.

You may collapse the Menu Tree by clicking the [SchoolMAX Menu Tree] button as shown below in the toolbar. Click the button again to re-display the Menu Tree.

Page 13: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 13

You may also hide the tool bar at the top by clicking your mouse on the HARRIS logo. NOTE: Hiding the Menu Tree and the tool bar area will allow the work area to cover the entire screen and the “SUBMIT” button will be visible in the lower right corner.

To retrieve the tool bar you must hover your mouse at the top of the blue bar (below the URL line) until your pointer becomes a “hand icon”. Click with your mouse and the tool bar will be restored.

Page 14: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 14

TOOLBAR OPTIONS Using The Calculator If you wish to view a calculator, click the [SchoolMAX Calculator] button, as shown below.

After doing so, a calculator will display, as shown below. When you are finished, close the window by clicking the [X] button. Printing If you wish to print any screen within the system to your local printer, click the [Convert Page to PDF] button, as shown below. After clicking the button, the system will convert the screen to a PDF document that you may print to a local printer.

Page 15: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 15

Opening Multiple Windows If you wish to open a second (third, etc.) window, click the [Open Secondary Windows] button, as shown below. Another window displays, with the same active screen as the screen you are currently viewing. Each open window may be used independently. You may open as many windows as the memory in your computer will support.

Hide Menu Tree To hide the SchoolMAX Menu tree on the left side of the screen, click the [SchoolMAX Menu Tree] button, as shown below. To display the Menu tree then just click on the button again.

Page 16: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 16

Help To display help information pertaining to the displayed screen, click on the [Help Document] button. NOTE: This will be implemented in the future at MSBSD.

SchoolMAX! MAIN MENU The “SchoolMAX Main Menu” Most users, once logged in, will see the “SchoolMAX Main Menu” screen displayed, as shown below. Each link allows you to access a different SchoolMAX! module.

Page 17: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 17

Shortcut Box (Next Screen): From this field, you can enter the ‘Screen Name’ of a screen to proceed directly to that screen. For example, if you enter ‘CE220’ and press the <Enter> key or click the [Submit] button, you will be directed to the “Family Member” screen.

NOTE: To blank out all fields on a screen for data entry then enter CLEAR in the Next Screen box. Navigating To SchoolMAX! Modules Using Links Once you have logged in, you can navigate to various modules within the system by using the links, such as the one shown below. Click the Census link as shown below, and the following “Census” Menu screen (CE001) displays.

Page 18: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 18

Page 19: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 19

The “Period Attendance” screen shown below displays after clicking the Period Attendance link on the “SchoolMAX Main Menu” screen.

• Scrolling over a button or a screen description, using the mouse, displays the screen identifier

in the hover text, such as the one shown above for the (AT240) screen. • The entire line (blue square and description) is a link to the appropriate screen.

Page 20: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 20

KEY TERMINOLOGY Screen Names Each screen has a screen name and a screen description/title. In the example shown below, (CE415) is the “Screen Name” and “Name Search - Head(s) of Household” is the screen description. Screen names may be found on the screen within the brackets (< >), as shown below. All screen names have a combination of two letters and three numbers. The letters indicate the module/application that you are working in (e.g., CE for Census, ST for Student, SC for Scheduling, AT for Attendance), and the numbers indicate what you can do on the screen. All SchoolMAX!

Module Main Menus will end in 001, thus (CE001) is the “Census” Menu, (SC001) is the “Scheduling” Menu, and so on. Tip: If the screen is a 200 level screen, such as (CE220), it is a screen on which an authorized user

will “do” (inquire/add/change/delete) something. If the screen is a 400 level screen, such as (CE415), it is a screen on which an authorized user will “view” (inquire only) something.

Just remember: 2 to do, 4 to view!

Page 21: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 21

Key Fields Key fields contain information needed to process SchoolMAX! transactions. Information must be entered in ALL key fields in order to inquire on, change, or delete an existing record, or to add a new record. EXCEPTION: When adding a new family <CE010>, leave the FAMILY # field blank and the system will assign a family number. Also, when adding a new family member <CE220> without an existing state ID number, leave the ID NUMBER field blank and the system will assign a temporary ID number which will be used until a state ID number is assigned. Key fields may be found in the upper left-hand corner of a screen. Key fields appear in upper-case green capital letters.

Required Fields Required fields appear in lower-case green letters. All required fields must have data entered into them in order to add a new record, or change an existing record.

Page 22: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 22

Maintenance Box The maintenance box governs the functions that you perform on a screen; however, it does not appear on all screens. To use the maintenance box, click the up and down arrows within the box until you find the function/action you wish to perform. Then, click your choice to highlight it, and press the <Enter> key or click the [Submit] button (not shown) to transmit the information to the database. Please be sure to select the appropriate action in the Maintenance Box before you press the <Enter> key or click the [Submit] button (not shown). Otherwise, all changes made to the screen may be lost. Note: You may have access to a screen but not be able to perform all actions within the

maintenance box. This is a security issue and should be reported to your District Security Administrator if you require access to perform a certain function, and currently are not able to do so.

Maintenance box options include the following: ‘Inq’ Allows you to “Inquire” on an existing record. ‘Chg’ Allows you to “Change” an existing record. ‘Add’ Allows you to “Add” a new record. ‘Del’ Allows you to “Delete” an existing record. ‘First’ Searches for the “First” record in the database. ‘Next’ Brings up the “Next” sequential record in the database. ‘Last’ Brings up the “Last” record in the database. ‘Back’ Takes you “Back” one sequential record at a time. Note: First, Next, Last, and Back will not be available on all screens with a maintenance box.

Page 23: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 23

Inquiring On An Existing Record For screens that contain a maintenance box, perform the following steps to inquire on an existing record.

1. For this example, enter a value into the “FAMILY #” field, as shown above. 2. Click ‘Inq’ in the maintenance box and press the <Enter> key or click the [Submit] button. 3. If a record exists for the family, it will display. 4. Use steps 1 through 3 to inquire on a record on any screen containing a maintenance box.

Page 24: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 24

Adding A New Record For screens that contain a maintenance box, perform the following steps to add a new record.

1. If a record is displayed, enter ‘clear’ in the “Next Screen” field and press the <Enter> key or click the [Submit] button.

2. Enter values into all applicable fields for the new record. In this example, the following fields MUST contain data to add a new record: “ID NUMBER”, “SQ”, “Contact Name” and “Contact Type”.

3. Highlight ‘Add’ in the maintenance box and press the <Enter> key or click the [Submit] button. 4. Check the status line at the bottom of the screen for the ‘Record Added’ message. 5. Use steps 1 through 4 to add a record on any screen containing a maintenance box.

TIP: Enter CLEAR in the Next Box to clear all of the fields before entering a NEW record.

Page 25: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 25

Changing An Existing Record For screens that contain a maintenance box, perform the following steps to change an existing record.

1. Perform the Inquiring On An Existing Record procedure discussed on page 16. 2. Make the required changes in the appropriate fields. 3. Highlight ‘Chg’ in the maintenance box and press the <Enter> key or click the [Submit] button. 4. Check the status line at the bottom of the screen for the ‘Record Changed’ message. 5. Use steps 1 through 4 to change a record on any screen containing a maintenance box.

Page 26: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 26

Deleting An Existing Record

1. Perform the Inquiring On An Existing Record procedure discussed on page 16. 2. Highlight ‘Del’ in the maintenance box and press the <Enter> key or click the [Submit] button.

After doing so, the screen refreshes with blank fields. 3. Check the status line at the bottom of the screen for the ‘Record Deleted’ message. 4. Use steps 1 through 3 to delete a record on any screen containing a maintenance box.

Page 27: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 27

The A/C/D Feature When the “A/C/D” column appears on any screen, you may do the following:

• Enter an ‘A’ to “Add” a new record. • Enter a ‘C’ to “Change” an existing record. • Enter a ‘D’ to “Delete” an existing record. • After entering the appropriate letter in the A/C/D box and adding or changing information in

various fields as needed, press <ENTER> or [Submit] to transmit the information to the database.

The maintenance box and the “A/C/D” column both appear on the screen shown below. In this case, the maintenance box controls what happens to all information above the bold line, and the “A/C/D” column governs the information below that line.

Page 28: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 28

Search Boxes A search box allows the user to search for a student or staff member by name. All SchoolMAX® screens that require a student or staff ID will also include a search box. To search for a student by last name it is required that you enter at least 2 characters of the student’s last name. In cases where you have many students with the same last name it is recommended that you enter the entire last name, a comma, a space, and the first letter of the first name.

OR for students with common last names:

The search will return a drop down list:

Page 29: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 29

Highlight the correct student and press <Enter> or [Submit] (not shown).

Page 30: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 30

NAVIGATION Navigation With The Keyboard Several keys used for navigation in SchoolMAX! operate differently because you are in a Windows operating environment. Please make note of the following uses for the keys listed below. Enter Key The <Enter> key DOES NOT move the cursor down a line, as it would in a word

processing software program. Press the <Enter> key to process (transmit) information on a screen. Most of the time, <Enter> and [Submit] perform the same function.

Arrow Keys The arrow keys do not move the cursor up, down, right, or left on the screen; however, the right and left arrows will move the cursor right or left within a field.

Home The <Home> key will move the cursor to the beginning of a field. End The <End> key will move the cursor to the end of a field. Tab The <Tab> key will move the cursor from one field to another field (from top to bottom

and from left to right) on the screen. Shift/Tab The <Shift> and <Tab> keys used at the same time will move the cursor backwards

from one field to another field. Backspace The <Backspace> key will delete characters to the left of the cursor position. Delete The <Delete> key will delete characters to the right of the cursor position. Navigation With The Mouse On any screen, you can navigate to a field by positioning the cursor in the target field with your mouse, and clicking the left mouse button. Navigation With Links Links are located at the top of many of the screens. These are “shortcuts” which will save you time as you navigate throughout the system. For example, clicking the Menu link (as shown below) will return you to the menu of the SchoolMAX! module in which you are currently working. All other links will take you to the screen indicated. The Prev Screen link will take you to the last work screen. NOTE: The Prev Screen link does NOT work like a “back button” in Windows. It will only return you to the last screen you accessed. So if you pressed the Prev Screen link, returned to a screen, then pressed the Prev Screen link again, it will toggle back and forth between the last two screens accessed.

Page 31: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 31

Using Data Fields Data fields contain information needed to process SchoolMAX! transactions. In order to add a new record or process an update to an existing record, enter data in all relevant fields. Examples of data fields are shown below.

On most screens, blank data fields must have information entered into them in order for the system to process a transaction or record a default value. Some data fields will be automatically populated with default values. In most cases, these values should be checked for accuracy and changed as necessary. Documentation for specific modules will provide additional information about default values on screens related to that module. In addition to entering data into blank data fields, data may be entered into the system by using the following:

• Check-boxes • Drop-down list boxes • Radio buttons

Page 32: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 32

Using Check-Boxes Check-boxes are used in SchoolMAX! to indicate that particular information does apply. After you click a check-box with your mouse, a check-mark appears in the check-box, indicating that the item is selected. In the example below, the check-mark in the [Unlisted] check-box indicates that the “Home Phone” number is unlisted (i.e. [Unlisted] does apply). On the other hand, since the [Do not release Fam Inform’n] check-box is NOT checked, then that does not apply.

Page 33: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 33

Using Drop-Down List Boxes After clicking the drop-down arrow associated with a field, a drop-down list box displays. From that list box, you can make a selection from the list of possible entries. In the example below, the “Mar Status” field drop-down list box contains the possible options which might apply. To select a status, click it using your mouse. After you release the mouse button, the drop-down list box will close, and the selected marital status will appear in the field.

Using Radio Buttons Radio buttons are used in SchoolMAX! to make a particular selection from a list of choices. To do so, you will click the radio button with your mouse. After doing so, a circle will appear inside the button, indicating that the item has been selected. In the example below, the circle indicates that the [Absent] radio button has been selected as the status to be applied when taking attendance for multiple students/dates.

Page 34: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 34

Using “Drill-Down” Arrows Clicking on a “drill-down” arrow will allow you to “drill-down” to the maintenance or inquiry screen behind the actual screen you are currently viewing. For example, click the drill-down arrow in the “Contact” section of the “Student Information” screen (ST009). Doing so takes you to the “Student Contact Records” screen (ST415) shown at the bottom of this page. Remember that the ability to use drill down arrows may be regulated by your security settings – if you cannot drill down to a screen that you need in order to do your job, report this to your principal.

Page 35: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 35

Submitting Data Into The System Data may be entered into the system by use of the navigation techniques discussed on the previous pages. Most information is entered by keying data into a blank data field, or by use of a combination of check-boxes, drop-down list boxes, and radio buttons.

Page 36: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 36

If the respective action is highlighted in the maintenance box, or an ‘A’, ‘C’, or ‘D’ is entered into the appropriate field, press the <Enter> key or click the [Submit] button (not shown) to transmit data to the database. Other examples of data submission/action buttons include the [Attnd OK] and [Perfect Attnd] buttons on screen <AT231> shown below.

Page 37: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 37

CHANGING YOUR PASSWORD Once you have logged in, you may change your password at any time. From any screen, type ‘PASS’ (this is not case sensitive) in the “Next Screen” field, and press the <Enter> key or click the [Submit] button (not shown).

After doing so, the following screen appears

You should now enter the appropriate information in the following fields: • Enter your “Old Password” • Enter your “New Password” • Enter your new password again in the “Re-enter New Password” field

Page 38: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 38

Then, press the <Enter> key or click the [Submit] button (not shown). NOTES about passwords:

1) As per MSBSD policy, the system will ask you to change your password every 180 days. The new password cannot contain more than three of the same characters as the old password.

2) DO NOT SHARE PASSWORDS. The system tracks user activity. 3) If your password has been compromised, change it immediately. You can change your password

as often as necessary, but not more than once in a single day. 4) A password MUST contain at least six characters (it can contain more than six), a password

MUST start with a letter, a password MUST contain at least one numeric character (it may have more than one number), and PASSWORDS ARE CASE SENSITIVE Please check your CAPS LOCK!! This is the most common error when a user experiences an unsuccessful login.

5) If you receive an error message that says you have exceeded the number of allowable attempts to access the system, you must contact the District Help Desk to reset your password. If you forget your password, call the District Help Desk to reset your password to a generic password. After you log in with the generic password, you should IMMEDIATELY change your password to one only known to you.

Page 39: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 39

LOGGING OFF SchoolMAX There are several methods which may be used to log off of SchoolMAX. These methods include the following:

• Click the Log Off link from the “SchoolMAX Main Menu” screen as shown above.

• Enter ‘bye’ in the “Next Screen” field.

• Select ‘Log Off’ from the “Next Screen” field drop-down list box.

Page 40: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 40

ADMINISTRATOR TIPS “I only need to look up information – other people do the data entry!” Student Data at a Glance “Student Information” (ST009) Use this screen to view a summary of a student’s data in one location. This screen is commonly used by school administrators. NOTE: This screen is also commonly known as “the Blue Boy” screen. To access this screen you may select the option from the STUDENT MENU (ST001), enter ST009 in the Next Screen box on any screen OR click on the “blue boy” at the top of the SchoolMAX MAIN MENU.

Page 41: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 41

ID NUMBER/SEARCH BOX fields

Enter the student ID number OR search for the student (see “Search Boxes” on page 21), then press <Enter> or [Submit]. This will display the student’s current data.

SCHEDULE radio buttons Select either Today’s Schedule OR Full Schedule. This determines what schedule is displayed in the schedule box at the bottom right side of the screen. STUDENT DATA Display boxes The student’s current information will be shown in each of these display areas:

• Personal Information. This includes the student’s census information, such as address, phones numbers, etc.

• Family Information. This includes the family’s census information, such as Head of Household name(s), mailing address, phones numbers, etc.

• Attendance Information. This includes the student’s attendance data. It will show the date, the Absence or Tardy code, and the period(s) of the day.

• School. This includes the student’s current school, enrolled grade, and if applicable: the homeroom, teacher, counselor and/or house.

• Contact. This shows all Contacts for the student, including Emergency Contacts.

Page 42: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 42

• Schedule. This will display either the student’s schedule for TODAY or the student’s entire schedule, depending on the radio button selected in ".

DRILL DOWN Button To view the detail of the data, click on the button to the left of the box. This will take you to the screen where the data was originally entered. Remember that access to many screens is controlled by your security settings, so not all people will have access to all screens. MORE STUDENT INFORMATION Button

To see more data display areas (Discipline, Grades, Tests, and Transcripts), click on this button. (See example below). If a section does not contain data that you know should be there, then your access to that information is likely restricted by security settings.

PRINTABLE VERSION Link To print a report that contains all of the information in the display boxes, click on this link. This will allow you to print the report on your local printer. Clicking on the MORE STUDENT INFORMATION button described in # above the following will take you to the second page of the student information screen. This will display the student’s current discipline data, grades, basic test scores, transcript information and standard test scores.

Page 43: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 43

Page 44: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 44

Current Enrollment “School Grade Table” (SY211) Use this screen to view your school enrollment by date. This screen is commonly used by school administrators. NOTE: The date can be changed to view enrollment counts from another day or year.

DATE Field.

The current date will display when you first access this screen. You may change the date to view enrollments from another date (you may even change the year). After changing the date, press <Enter> or click [Submit] to view the new enrollment counts.

ENROLLMENT COUNTS Display. The enrollment counts for the date selected will display, broken down by gender and enrollment grade. A total by enrollment grade is also displayed. ENROLLMENT TOTALS Display. A total broken down by gender will display at the bottom of the screen. A TOTAL enrollment count will display in RED.

Page 45: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 45

NOTE: The screen below shows school 005 enrollment count for 01/21/2013. This will allow the administrator to view enrollment counts for a different year. Also note that it may be necessary to change the SCH YR to the appropriate school year for the information you want to find.

Page 46: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 46

Student Enrollment History “Student Enrollment by District” (ST410) Use this screen to view a student’s enrollment history in the district. This screen is commonly used by school administrators and front office school personnel.

SCH YR Field.

The current Sch Yr will display when you first access this screen. You may remove the year to view a student’s entire enrollment history within the district. See example below.

ID NUMBER/SEARCH Fields. Enter the student’s ID NUMBER or search for the student (see “Search Boxes”), press <enter>

or click [Submit] to display the student’s enrollment history. ENROLLMENT DATA Display. The following information will be displayed for each enrollment:

• Begin Date of enrollment • School number where the student was enrolled • Enrollment grade for this enrollment • Last Location code that was entered on this enrollment • Res Distr/Aid Code - • End Date/End Status display if the student has withdrawn and this enrollment record

has ended. • TO DISTR – • W/R –

DRILL DOWN Button. Click this button to go to the Student Enrollment record screen (ST208 or ST210).

Page 47: Overview/ Navigation Guide - matsuk12.us

ITS3 SchoolMAX

DRAFT 47

If the Sch Yr date is removed from the above example then the screen will display all years that the student has been enrolled in MSBSD. In the following, the student was enrolled at school 045 during school year 2008. His enrollment began on 8/20/2007 and ended on 05/20/2008. He was in the 5th grade. The student is currently enrolled (year 2014) in school 005 as an 11th grader.

“Student Enrollment by District” (ST408) Use this screen to view a student’s enrollment history in one school. This screen is commonly used by school administrators and front office school personnel.

NOTE: This screen displays the same information as ST410 (see above for descriptions).