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Volume 01, Edition 03, Revision 06 July 2016 Copyright 2016 Edupoint Educational Systems, LLC Document Number: SISCHAG-010103 Synergy SIS ® Course History Administrator Guide Edupoint Educational Systems, LLC 1955 South Val Vista Road, Ste 210 Mesa, AZ 85204 Phone (877) 899-9111 Fax (800) 338-7646

Transcript of Synergy SIS...• The grading setup process, including mark definitions and repeat tag definitions....

Page 1: Synergy SIS...• The grading setup process, including mark definitions and repeat tag definitions. • The test history setup process. • The definition of non-district schools.

Volume 01, Edition 03, Revision 06 July 2016 Copyright 2016 Edupoint Educational Systems, LLC Document Number: SISCHAG-010103

Synergy SIS®

Course History Administrator Guide

Edupoint Educational Systems, LLC

1955 South Val Vista Road, Ste 210 Mesa, AZ 85204

Phone (877) 899-9111 Fax (800) 338-7646

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Course History Administrator Guide

Copyright 2016 Edupoint Educational Systems, LLC

Sixth Revision, July 2016

This edition applies to Synergy® SIS software and all subsequent releases and modifications until indicated with new editions or revisions.

The Edupoint Synergy Student Information System (SIS) software and any form of supporting documentation are proprietary and confidential. Unauthorized reproduction or distribution of the software and any form of supporting documentation is strictly prohibited and may result in severe civil and criminal penalties.

Information in this document is provided in connection with Edupoint Educational Systems products. No license to any intellectual property rights is granted by this document.

The screens, procedural steps, and sample reports in this manual may be slightly different from the actual software due to modifications in the software based on state requirements and/or school district customization.

The data in this document may include the names of individuals, schools, school districts, companies, brands, and products. Any similarities to actual names and data are entirely coincidental.

Synergy and Edupoint are registered trademarks of Edupoint Educational Systems, LLC.

* Other names and brands may be claimed as the property of others.

Copyright 2016, Edupoint Educational Systems, LLC. All rights reserved.

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TABLE OF CONTENTS CHAPTER ONE OVERVIEW ...................................................... 10

Course History Overview ............................................................................. 11

Implementation Considerations .................................................................... 14

Course History Checklist .............................................................................. 14

CHAPTER TWO GPA AND CLASS RANK ................................... 16

GPA and Class Rank Checklist .................................................................... 17

GPA Definitions ............................................................................................ 18

• Creating GPA Definitions................................................................... 18

GPA Definition Options ................................................................................ 20

• Repeat Tags ...................................................................................... 22 • GPA Formula ..................................................................................... 23 • Grade Level/Calendar Month Filtering ............................................... 24 • Academic Tree .................................................................................. 25 • Course Filters .................................................................................... 27 • Additional Course Filtering ................................................................ 27 • CDW Definition .................................................................................. 29 • Setting the Default GPA .................................................................... 31

District GPA Types ....................................................................................... 32

School GPA Types ....................................................................................... 35

Updating GPA and Class Rank .................................................................... 36

GPA Filter Option ......................................................................................... 38

CHAPTER THREE COURSE HISTORY SETUP ............................. 39

Course History Lookup Table Definitions ..................................................... 40

• Maintaining Lookup Tables ................................................................ 43 • Allowing Test Attempts to Display in Reports .................................... 45

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Non-District School Configuration ................................................................. 47

CHAPTER FOUR CTE PROGRAMS AND SERVICE LEARNING ....... 49

Setting Up CTE Courses .............................................................................. 50

Setting Up CTE Programs ............................................................................ 51

• School Exclusions .............................................................................. 55

Updating CTE Program Data ........................................................................ 56

Student Service Learning Setup ................................................................... 59

CHAPTER FIVE GRADUATION REQUIREMENTS ......................... 60

Graduation Requirements Checklist ............................................................. 61

Adding Graduation Requirements ................................................................ 62

• Adding a New Graduation Requirement ............................................ 62 • Applying Requirements to Graduating Classes ................................. 63

Class of Credit Configuration ........................................................................ 66

• Graduation Credit Class Requirements ............................................. 70 • Conditions .......................................................................................... 72

Class of Test Groups Configuration .............................................................. 76

• Graduation Test Result Class Requirements ..................................... 78 • Qualifying Tests ................................................................................. 81

Additional Graduation Requirements ............................................................ 84

• Class of GPA ..................................................................................... 84 • Class of Service Learning .................................................................. 85

District Waivers ............................................................................................. 86

CHAPTER SIX VERIFIED CREDIT ............................................ 87

Verified Credit Setup .................................................................................... 88

Test Group Definition .................................................................................... 89

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District Course Configuration ....................................................................... 92

Graduation Requirements Configuration ...................................................... 93

CHAPTER SEVEN CAREER PLANS AND WORK SAMPLES .......... 95

Career Plans Checklist ................................................................................. 96

Career Plan Course Group .......................................................................... 97

Creating Career Plans ................................................................................ 100

Work Sample Overview .............................................................................. 102

Defining Work Samples .............................................................................. 103

• Score Definition ............................................................................... 109 • Work Sample Options ..................................................................... 111

CHAPTER EIGHT UPDATING COURSE HISTORY INFORMATION . 112

Updating Course History Checklist ............................................................. 113

Transferred Information .............................................................................. 114

Update Student Course History ................................................................. 118

Modifying Updated Records ....................................................................... 121

CHAPTER NINE TRANSCRIPTS ............................................... 122

Transcripts Checklist .................................................................................. 123

Customizing Transcript Format .................................................................. 125

• Course Display Options ................................................................... 132 • GPA Display Options ....................................................................... 135 • Graduation Requirements ............................................................... 136 • Additional Student Tests.................................................................. 137 • Grade Point Options ........................................................................ 140

Test History Overrides ............................................................................... 141

Elementary Transcripts .............................................................................. 142

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• Enabling Elementary Transcripts ..................................................... 142 • Creating Elementary Transcripts ..................................................... 143

CHAPTER TEN STUDENT GRADUATION CHECK REPORT ........ 144

Student Graduation Report Checklist ......................................................... 145

Customizing Report Format ........................................................................ 148

CHS Display ............................................................................................... 152

Report Message Areas ............................................................................... 153

CHAPTER ELEVEN SECURITY ................................................ 154

Grading Security ......................................................................................... 155

• District GPA Types .......................................................................... 155 • GPA Definition ................................................................................. 157 • Graduation Requirement Profile Definition ....................................... 161 • Graduation Requirements ................................................................ 163 • School GPA Types .......................................................................... 172

Course History Security .............................................................................. 173

• Career Plan ...................................................................................... 173 • Career Plan Course Group .............................................................. 174 • CTE Programs ................................................................................. 175 • Service Learning Setup.................................................................... 177 • Student Transcript Options .............................................................. 177 • Work Sample Definition ................................................................... 181 • Student Career Plan ........................................................................ 182 • Student Course History .................................................................... 185 • Non-District School .......................................................................... 190 • Student CTE .................................................................................... 191 • Student School Attended History ..................................................... 192 • Student Service Learning ................................................................. 193 • Update Student Course History ....................................................... 194 • Update Student CTE ........................................................................ 195

ABOUT THIS MANUAL Edupoint Educational Systems develops software with multiple release dates for the software and related documentation. The documentation is being released in multiple volumes to meet this commitment.

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The table below lists the release date, software version, documentation volume number, and the content included in each volume of documentation to date.

Software and Document History

Date Volume Edition Revision Content April 2009 1 1 1 • Initial release of this document

August 2015 1 2 1 • New edition with revised formatting.

• Updated to 9.0.11.0

August 2015 1 2 2 • Updated guide to 10.0

October 2015 1 2 3 • Updated guide to 10.01

December 2015 1 2 4 • Updated guide to 10.02

April 2016 1 2 5 • Updated guide to 10.03

July 2016 1 2 6 • Updated guide to 10.04

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CONVENTIONS USED IN THIS MANUAL

Bold Text Bold Text - Indicates a button or menu or other text on the screen to click, or text to type.

Tip– Suggests advanced techniques or alternative ways of approaching the subject.

Note– Provides additional information or expands on the topic at hand.

Reference– Refers to another source of information, such as another manual or website

Caution– Warns of potential problems. Take special care when reading these sections.

BEFORE YOU BEGIN

Before installing any of the Edupoint family of software products, please be sure to review the system requirements and make sure the district’s computer hardware and software meet the minimum requirements. If there are any questions about the system requirements, please contact an Edupoint representative at (877) 899-9111.

Caution: The Edupoint family of software does not support the use of pop-up blockers. Please disable any pop-up blockers (also known as pop-up ad blockers) on the system before logging into any Edupoint product.

At any point, if there are any technical difficulties, please contact the Edupoint technical support team at [email protected] or by phone at 1-877-899-9111 option 1.

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NAVIGATION

The Navigation Tree (also called PAD Tree) lists all screens or reports to which the user has access. It is located on the left side of the Content Area. Synergy SIS may be navigated directly from the Navigation Tree.

The statement “Navigate to User Preferences > User Profile” means:

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Course History Administrator Guide Chapter One

10 Copyright 2016 Edupoint Educational Systems, LLC

Chapter One OVERVIEW

This chapter covers the following topics:

► Course History Overview ► Implementation Considerations ► Course History Checklist

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COURSE HISTORY OVERVIEW The Course History module provides information on student academic progress, post-secondary plans, and graduation requirements. This guide covers configuration details for Course History screens, as well as screens within the Grading and System modules which provide necessary details. This guide also covers configuration of the STU204 Student Transcript and CHS404 Student Graduation Check reports.

Reference: For details on viewing and managing Course History data, including customizing and printing reports, please see the companion guide Synergy SIS – Course History User Guide.

There are five main screens within the Course History module which document a student’s progress.

The Student Career Plan screen displays a student’s progress towards a career plan through academic course work. It also documents student skills and interests, and lists post-secondary plans.

Figure 1-1 - Student Career Plan

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The Student Course History screen provides an overview of a student’s academic progress, including courses taken, marks received, and student conduct.

Figure 1-2 - Student Course History

The Student CTE screen displays the Career and Technical Education (CTE) programs which the student plans to complete.

Figure 1-3 - Student CTE

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The Student School Attended History screen lists all schools attended by the student, as well as their attendance records.

Figure 1-4 - Student School Attended History

The Student Service Learning screen lists all service learning projects completed by the student.

Figure 1-5 - Student Service Learning

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IMPLEMENTATION CONSIDERATIONS Before configuring the Course History screens, the district or school should consider the following:

How are courses added to Course History?

Users add courses to a student’s course history manually, such as for transfer credits, or automatically by updating the course history from the section grading records.

Which staff should have access to Course History?

As part of the Course History setup, administrators should define security to restrict access to student grades or marks entered within these screens. Managing access to grades is a sensitive security issue. Most auditors recommend that administrators limit grade management to as few staff as possible.

COURSE HISTORY CHECKLIST Administrators should complete the following before beginning the setup process:

• The grading setup process, including mark definitions and repeat tag definitions. • The test history setup process. • The definition of non-district schools.

o If converting course history from another student record system, administrators should standardize the list within the old system prior to conversion.

o For example, certain systems allow schools to manage independent lists of non-district schools. Since Synergy SIS uses the same non-district list for all schools, administrators should edit lists to ensure that all data is the same.

o Chapter Three describes adding non-district schools in further detail.

Reference: For more information on the grading setup process, please see the Synergy SIS – Grading Administrator Guide. For more information on test history setup, please see the Synergy SIS – Test History Administrator Guide.

Administrators should also prepare the following:

• A sample of all transcript formats in use by the district or school. • A list of graduation requirements for each school and academic track.

o Requirements should include any GPA and test requirements, as well as subject area and credit requirements.

o This should also include any changes to requirements for each graduating class year.

• A list of GPA definitions in use by the district or school.

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o If certain schools use different GPAs, the list should include which schools have these GPA definitions available.

• A list of service learning requirements and performance levels used in the district or school.

• A list of possible achievements tracked by the district or school. o Achievements include letters in sports, club participation, awards earned, or

grants and scholarships awarded. • A list of conduct marks awarded by the school.

o For example, schools may use Excellent, Satisfactory or Needs Improvement to rate conduct.

• A list of the effort marks awarded by the school. o For example, schools may use Excellent, Satisfactory, or Needs

Improvement to rate effort.

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Course History Administrator Guide Chapter Two

16 Copyright 2016 Edupoint Educational Systems, LLC

Chapter Two GPA AND CLASS RANK

This chapter covers the following topics:

► GPA and Class Rank Checklist ► GPA Definitions ► GPA Definition Options ► District GPA Types ► School GPA Types ► Updating GPA and Class Rank ► GPA Filter Option

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GPA AND CLASS RANK CHECKLIST The GPA Definition screen uses data from several other configurations within Synergy SIS. Prior to configuring the GPA Definition, the following definitions must be set up to populate options:

• Marks – Configured within Grading > Setup > Mark Definition. • Repeat Tags – Designate if a student takes a course more than once, and

configured within Grading > Setup > Repeat Tag Definition. • Grading – Grading periods and mark calculations, configured within Grading >

Setup > Grading Setup.

Reference: For more information on configuring these options, please see the Synergy SIS – Grading Administrator Guide.

• Alt Types – Alternative IDs used to match courses to graduation requirements, configured within System > Setup > Lookup Table Definition.

• Course Academic Types – Codes which define regular or honors classes, configured within System > Setup > Lookup Table Definition.

Reference: For more information on configuring these options, please see the Synergy SIS – Scheduling and Course Guide.

• Class Rank Index – To calculate a student’s rank based on the Class Rank Index, enable this option within the System > Setup > District Setup screen > System tab.

Figure 2-1 - District Setup, System tab

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GPA DEFINITIONS GPA Definitions specify how schools calculate grade point averages based on courses entered within Course History. Administrators can create multiple definitions; for example, one GPA can define the current year, and another can be a cumulative record of all courses taken.

Creating GPA Definitions

1. Navigate to Grading > Setup > GPA Definition.

Figure 2-2 - GPA Definition

2. Click Add. A new window opens.

Figure 2-3 - Add New Definition

3. Enter the Code to identify the definition, such as CUM for Cumulative. 4. Enter the Title to describe the definition. 5. Select the Type from the list.

• Grade Point Average – Average number of grade points per course, calculated from a mark-based grade.

• Numeric Grade Average – Average numeric grade per course, calculated from a numeric-based grade.

• Quality Point Average – Average number of quality points per course, calculated from a numeric-based grade.

Note: The next section describes these calculation types in further detail.

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6. Click Save. The window closes.

Users can edit existing GPA definitions by clicking on any white field and updating information. Users can also edit the top row of information by navigating to Menu > Edit GPADef Data.

Figure 2-4 - GPA Definition Menu

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GPA DEFINITION OPTIONS After saving the definition, users can modify options to suit grading requirements. The GPA tab contains most of these options.

Figure 2-5 - GPA Definition

• Mark Inclusion – Determines which marks to include in GPA calculation: All Marks, Alpha Only, or Numeric Only.

• Weight GPA by Credit – Select whether credit weighting should be used. Do Not Use Credit Weighting disables this. Use Credit Weighting multiplies the mark by the credit, and then divides the summary by the total number of credits; this GPA definition values a 2 credit class less than a 4 credit class. Use Credit Weighting – Attempted also calculates attempted classes as well as completed ones.

• Rounding – Select the rounding preference: No Rounding (fractions are dropped), Round on .5 or higher, or Round on any fractional value.

• Decimals to Store – Enter a single digit (up to 9) to indicate how many decimal places the GPA calculates. For example, 3 will result in a GPA of X.XXX.

• Rank Method – Schools which rank students within a grade level can determine how the ranking is calculated. The values are By Grade Point Average, By Total Grade Points, By Grade Point Average and Total Grade Point Tie-Breaker, By Class Rank Index (CRI), or None.

Note: For more information on Class Rank Index, please see Pre-Configuration Requirements.

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• Do Not Use Grade Period Weight Grid – Used primarily when creating a GPA for a year-to-date period. GPA normally calculates using the Grade Period Weight Grid in the Grading > Setup > Grading Setup screen. When enabled, the system uses the current mark in a class for GPA calculations and assumes that it is the final mark, instead of using the current mark at 50% of the calculation.

Reference: For more information about configuring the Grade Period Weight Grid, please see the Synergy SIS – Grading Administrator Guide.

• Maximum GPA – GPA calculations cannot exceed this amount. • Maximum Post Bonus Amount – Used if applying a bonus after GPA calculation;

no effect if a bonus is applied as part of the GPA calculation. • GPA Scale – Displays the GPA scale on student transcripts. For example: 3.5/4.0.

Note: This field has no impact on GPA calculation.

• GPA Rank Cap – Enables students to show as tied if their GPA meets or exceeds 4.0.

o Enter 4.0 to rank any students with a 4.0 GPA or higher as 1 after the Update GPA sequence runs.

o For example, a student with a 4.3 GPA and a student with a 4.0 GPA would both rank first. If there are four students with GPAs greater than or equal to 4.0, all students display a rank of first; a fifth student with a 3.9 GPA would rank fifth.

Note: For more information, please see Updating GPA and Class Rank.

• Grading Options – Allows users to include only specific courses in GPA calculation, based on course grade or student grade.

Note: Student grade corresponds to the current grade level for any marks not yet transferred to Course History. For marks within Course History, student grade corresponds to the level of the student when users entered the course into Course History.

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Repeat Tags

Repeat Tags mark courses that students take more than once, and may appear on the initial course attempt or the current attempt, depending on district or school policies. Users can determine whether to include repeat courses in GPA calculation.

1. In the Repeat Tags section, click Add. The Find: RepeatTag screen opens.

Figure 2-6 - Find: RepeatTag

2. Click Find to display a list of repeat tags and their Include Credit instructions. 3. Choose the required tag and click Select. The screen closes. 4. Check the Include in GPA Calculation to include all courses marked with the

specific tag. 5. Click Save.

Figure 2-7 - GPA Definition, Repeat Tags section

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GPA Formula

Schools can implement their own formula for GPA calculation using variables and operators within Synergy. To expand this section, click the arrow on the far right of the GPA Formula section.

III

Figure 2-8 - GPA Definition, GPA Formula section

An example formula is located below.

(( __ACADEMIC_TYPE_CC_TOTAL_CREDIT_Regular + __ACADEMIC_TYPE_CC_TOTAL_CREDIT_Honors) /

(__TOTAL_SEMESTER_COUNT * 7) +( __GPA))

This formula adds the number of completed regular credits to the number of completed honors credits to create the first value. It then multiplies the total semester count by seven and adds this to the calculated GPA to create the second value. Finally, the first value is divided by the second value.

To test a formula, provide values for the variables under Credit Completed Variables For Formula Test and Total Variables For Formula Test, and then click Test Formula.

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Figure 2-9 - Test Formula window

Grade Level/Calendar Month Filtering

Users can include only courses completed at a certain grade level or within a certain month to the GPA calculation. For instance, a district may need to calculate a GPA to include all marks from grades 9-11 and the first semester of grade 12. If Course History is updated twice a year in December and May, the GPA includes Grade 12 and Calendar Month 12. All other grades would include marks for both months, as show below.

Figure 2-10 - GPA Definition, Grade Level and Calendar Month CHS Filter

1. In the Grade Level and Calendar Month CHS Filter section, click Add. A new row appears.

2. Select the Grade level of the student when the mark was earned, as entered into Course History.

3. Enter the Calendar Month the mark was earned, as entered into Course History. 4. Click Save.

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Academic Tree

The Academic Tree section defines grade point values for each mark by academic type. For instance, schools can have an A in an honors course worth more than an A in a regular course. The tree uses both alpha and numeric marks.

Figure 2-11 - GPA Definition, Academic Tree section

1. In the Academic Tree section, click Action > Add Academic Type. The AddAcademicType screen opens.

2. Select the Academic Type from the list, or check Add All Academic Types.

Figure 2-12 - AddAcademicType

3. Click Save. The window closes. 4. Select the academic type from the tree to enter values.

Figure 2-13 - Academic Tree, Alpha tab

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5. Click Set Default Values to populate the grid, or click Add to create each value individually. The default settings assign a scale of 4.0-0.0 for marks, which users can change manually.

6. Define the Bonus for each grade and assign the Type as a percentage or points. 7. Select the Calculation Type for the bonus: Post-Apply After GPA Calculation or

Pre-Apply During GPA Calculation. 8. If using the Numeric tab, the Numeric Grade Threshold is the lowest number used

for the scale. For instance, a threshold of 95 would include all grades from 95-100.

Figure 2-14 - Academic Tree, Numeric tab

9. Enter the Quality Point Value for the threshold, which acts as the equivalent of Grade Point Values to numeric marks.

10. Assign a Bonus to each grade, if necessary. 11. If a student cannot pass with numeric grades below a certain number, check the

Credit Not Counted option next to the grades that do not earn credit. 12. Click Save.

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Course Filters

The Course Filter tab of the GPA Definition screen allows users to only include courses with a specific Alt Type in the GPA calculation.

Figure 2-15 - GPA Definition, Course Filters tab

Check the option for the Alt Type to use. Only courses with this type selected within the Course > District Course screen will count towards a student’s GPA. Click Save.

Note: If a GPA definition includes all courses except a certain type (such as PE or Study Hall), that type must be added to all courses.

In the Filter Options section, select the Filter option to Exclude, Include, or Modify. If Modify is used, select Does Not Affect Credit or Does Not Affect GPA in the Modify column.

Additional Course Filtering

The Additional Course Filtering tab allows users to specify individual courses or a minimum number of credits for each course.

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Figure 2-16 - GPA Definition, Additional Course Filtering tab

The Number of Required Courses grid allows users to specify the number of credits required in each Alt Type category. For example, students in Grade 9 must take 1 course each in Biology, World History, and Algebra 1 during the Fall term to calculate GPA information. Click Show Detail to set the Grade Filter option for the selected row.

Note: The Grade Level and Calendar Month CHS Filter on the GPA tab provides the Grade Filter options.

After entering information into the grid, click Save. Check Enable Minimum Required Credit Calculation and enter the Credit Per Class to set this requirement. If left blank, the credit per class defaults to 1.

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Figure 2-17 - Number of Required Courses detail view

CDW Definition

Users can specify Cumulative Difficulty Weight (CDW) values for a GPA definition to determine the credit value for each course, based on its academic type. The CDW Definition tab only applies if users choose By Class Rank Index as the Rank Method.

Note: For more information on Class Rank Index, please see Pre-Configuration Requirements.

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Figure 2-18 - GPA Definition, CDW Definition tab

The Academic Type Credit Values grid displays the Academic Type and Credits earned. The CRI calculation only includes types added to this grid.

The Prescribed Load grid allows users to configure the minimum student workload for each Grade and Term, with the Credits column showing the cumulative total. In the image above, sophomore students will complete 12 credits at the end of the first semester.

Figure 2-19 - GPA Definition, CDW Definition cont.

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The Additional Credit Values grid allows users to specify credits a student earns for every course over their prescribed load. Enter the Up To value and the Multiplier. The system calculates the Above value automatically. In the image above, if a student takes one credit over their prescribed load, they receive an additional .25 credit (1*.25). If they take 1.5 credits over their prescribed load, they earn an additional .3125 credits ((1*.25)+(.5*.125)).

Users can Exclude selected course history grades from the class rank calculation by checking the options for each grade. The GPA calculation will still include these grades.

Setting the Default GPA

Users assign one GPA as the default used for all reports and screens when a specific definition is not specified.

Figure 2-20 - GPA Definition, Set Default

1. Use the Find options to locate the proper GPA definition. 2. Navigate to Menu > GPA > Set Default. 3. Click Save.

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DISTRICT GPA TYPES After defining GPA options, administrators assign GPA definitions to the district.

1. Navigate to Grading > Setup > District GPA Types.

Figure 2-21 - District GPA Types

2. Click Add. A new line appears in the grid. 3. Select the GPA Definition from the list. 4. Select the GPA Grade Type.

• Course History Only – Includes only the course marks in Course History, and no courses in progress.

• Current Report Period – Includes only the marks assigned for the current reporting period as defined in the Grading Setup screen.

• Current Report Plus Course History – Uses both Course History data and the current reporting period.

• Year To Date Report Periods – Includes all grading periods for the current school year, but not Course History data.

• Year To Date Plus Course History

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5. Select a Credit Weight Type, as defined in the Credit Weight Definition screen. If no value is chosen, GPA uses the default credit weight grid under Grading Setup.

Reference: For more information on credit weight types, please see the Synergy SIS – Grading Administrator Guide.

6. Enter the Name for the GPA. The name should indicate both the grade type and GPA type, such as YTD GPA.

7. Click Save. 8. Click Show Detail

Figure 2-22 - District GPA Types, GPA Types Definition detail

a. Select the Mandatory Opt In School Types to enable which schools opt-in by default.

b. Select the Course History Type. If selected, GPA calculations include only those marks associated with those types. This filtering occurs in every GPA calculation, except for the STU204 Student Transcripts reports.

9. In the Term Units section, click Add to add a new row to the grid. a. Enter the Order and Term Code. b. Enter the Units for each term. c. Click Save. d. Click Show Detail to select additional Term Codes which apply. For

instance, districts that divide a semester by two quarters should select both quarters.

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Figure 2-23 - District GPA Types, Term Units detail

10. To apply any Term Units to specific grades, check the options for those grades under the Term Unit Grade Filter.

11. Once all information is updated, click Save.

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SCHOOL GPA TYPES After entering District GPA Types, administrators enable or disable these types for each specific school.

Caution: Verify that the school in focus is correct before making changes to the School GPA Types screen.

1. Navigate to Grading > Setup > School GPA Types.

Figure 2-24 - School GPA Types

2. GPA Types enabled on the district level are yellow. Check additional types to enable them for the specific school.

3. Click Save.

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UPDATING GPA AND CLASS RANK Synergy does not complete the initial GPA calculation automatically, and updating the GPA can take a significant amount of time if processing a large amount of students. Therefore, users must initiate the update process manually. After the Update GPA process calculates all marks, any updates to existing marks within Course History or Grading reflect in the GPA total.

1. Navigate to Grading > Update GPA.

Figure 2-25 - Update GPA

2. Choose the Grades to process and select the GPA Definition to update. 3. Select a Track, if necessary.

Caution: The system will clear existing GPAs and Ranks from students outside of the selected track when the update process runs. To process all students, leave this selection blank.

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4. If using a custom filter, select a Property Name, Not, Operator, and Value option. 5. Select any Class Rank Exclusions. 6. Click Update GPA. The Job Status window opens. 7. When the process completes, the Job Result page displays.

Figure 2-26 - Update GPA Job Result

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GPA FILTER OPTION Administrators can allow all GPA definitions to display on the Student Course History page by enabling the GPA Filter Option within District Setup. When unchecked, the Student Course History screen displays only those with the Course History Only GPA Grade Type, as shown on the District GPA Types screen.

Figure 2-27 - District Setup, System tab

Administrators can also check Always update completed credit on mark change in Student Course History to have credit totals update automatically.

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Chapter Three COURSE HISTORY SETUP

This chapter covers the following topics:

► Course History Lookup Table Definitions ► Non-District School Configuration

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COURSE HISTORY LOOKUP TABLE DEFINITIONS The Lookup Table Definition screen defines other codes used in the Course History and Grading modules. Some tables use hard-coded values that cannot be modified due to their importance to the program. Any tables that cannot be changed are product-owned tables, while administrators customize other tables to match district specifications.

Reference: For more information about product-owned table, please see the Synergy SIS – System Administrator Guide.

Note: Never change the value of the “Code” column after the data has been imported or entered in Synergy SIS.

The lookup tables used in Course History screens are:

Synergy SIS Related Course History Field K12 Attach Doc Category Course History > Student Career Plan > Documents tab >

Documents grid > Category field Diploma Type Grading > Setup > Graduation Requirements > Options tab >

Diploma Type field

Note: Users can override the diploma type that appears on transcripts. For more information, please see Adding Graduation Requirements.

Graduation Status • Course History > Student Course History > Graduation Requirements tab > Graduation Status field

• Student > Student > Other Info tab > Graduation Information section > Graduation Status field

School Type Course History > Setup > Service Learning Setup > Service Learning Levels grid > School Type field

K12.CareerPlan Competency Level Course History > Student Career Plan > Inventories

Skills/Interests tab > Skills grid > Competency Level field Interest Course History > Student Career Plan > Inventories

Skills/Interests tab > Interests grid > Interest field Post Secondary Option Course History > Student Career Plan > Post Secondary Plans

tab > Post Secondary Option field Skill Course History > Student Career Plan > Inventories

Skills/Interests tab > Skills grid > Skill field K12.CourseHistoryInfo Achievement Course History > Student Course History > Achievements tab >

Student Achievements grid > Achievement field Conduct Course History > Student Course History > Course History tab >

Courses grid > Conduct field

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Course History Type • Course History > Student Course History > Course History tab > Courses grid > CHS Type field

• Grading > Setup > Graduation Requirements > Options tab > CHS Type Filter options

Cp Tsa Proficiency Course History > Student Course History > Course History tab > Courses grid detail > Course Information section > Skill Proficiency field

Delivery Type Course History > Student Course History > Request Tracking tab > Request Tracking grid detail > Request Details section > Delivery Type field

Mark Course History > Student Course History > Course History tab > Courses grid > Mark field

Note: Users can either enter marks as free text or as a dropdown selection. For more information, please see Student Course History.

Person Title Course History > Student Course History > Request Tracking tab > Person Released To field

Release Purpose Course History > Student Course History > Request Tracking tab > Person Title field

Repeat Tag Course History > Student Course History > Course History tab > Courses grid detail > Course Information section > Repeat Tag field

Substitute Credit Reason Course History > Student Course History > Course History tab > Courses grid detail > Course Information section > Substitute Credit Reason field

K12.CourseInfo Alt ID Type Grading > Setup > Graduation Requirements > Class of Credit

tab > Alt Types grid > Alt Type field College Subject Area Course > District Course > Course tab > Course Subject Areas

section > College Area fields Course Discipline Course > District Course > Course tab > Verified Credit 1/2

sections > Course Discipline Test Group fields Cp Skills Test Course > District Course > Course tab > Carl Perkins/CTE

Programs section > Skills Assessment field Cte Career Clusters • Course History > Setup > CTE Programs > CTE

Program tab > Career Clusters section • Course History > Setup > Career Plan > Career Cluster

field Note: Please see the National Career Clusters Framework website at http://www.careertech.org/career-clusters for more information.

Cte Course Level Course > District Course > Course tab > Carl Perkins/CTE Programs section > Course Level field

Cte Learning Experience1 Course History > Setup > CTE Programs > CTE Program tab > Learning Experience section

Subject Area Grading > Setup > Graduation Requirements > Class of Credit tab > Graduation Credit Class Requirements grid > Subject Area field

Subject Area Group Grading > Setup > Graduation Requirements > Class of Credit tab > Subject Area Group field Note: Edupoint strongly recommends that this table not be modified, as this table links to subject areas on the District Course screen which cannot be customized.

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Technical Provider Course > District Course > Course tab > Carl Perkins/CTE Programs section > Technical Provider field

University Subject Area Course > District Course > Course tab > Course Subject Areas section > University Area fields

Note: For more information on College and University Subject Areas, please see the Synergy SIS – Scheduling and Course Guide.

K12.Demographics Cte Special Populations Codes

Course History > Student CTE > Special Populations Code options

K12.GradingInfo Effort Course History > Student Course History > Course History tab >

Courses grid > Effort field K12.GradingInfo.GradReqInfo Verified Credit Requirement Grading > Setup > Graduation Requirements > Class of Verified

Credit tab > Verified Credit Requirement field Waiver Type Grading > Setup > Graduation Requirements > Class of Test

Groups tab > Graduation Test Result Class Requirements grid detail > Waivers section

Note: Entering M in the Alt Code 3 field results in the field to display MET instead of WAIVED on transcripts. Entering N results in the field to display NOT MET on transcripts.

K12.ServiceLearning Category Course History > Student Service Learning > Service Learning

Hours Type grid > Category field K12.Setup Non District School Type System > Setup > Non-District School > School Info section >

School Type field K12.TestInfo Performance Levels Grading > Setup > Graduation Requirements > Class of Test

Groups tab > Graduation Test Result Class Requirements > Select performance level to represent granted waiver field.

Note: For more information on test-related screens, please see the Synergy SIS – Test History Administrator Guide.

Caution: Only change the state code column value for the corresponding state table. Do not change or remove table code values already in use. If a code is no longer used for state reporting, remove the state code value and use the fields Year Start and Year End to deprecate codes that are no longer in use.

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Maintaining Lookup Tables

1. Navigate to System > Setup > Lookup Table Definition. 2. On the Lookup Table Definition screen, navigate to the required table by clicking on

the node, then selecting the table.

Figure 3-1 - Lookup Table Definition

Note: You may need to scroll back to the top of the screen to view table information.

3. Click Add. A new row displays in the Lookup Values grid.

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Figure 3-2 - Lookup Table Definition values

4. Enter the ListOrder number to set the order values display. 5. Enter the Code as a secondary sorting value. 6. Enter the Description. 7. Enter the Other SIS code, if importing data from a previous student records system. 8. Enter the appropriate values in the State Code, Alt Code 3, Alt Code SIF, and Ed-

Fi Code fields, if needed.

Caution: Only change the state code column value for the corresponding state table. Do not change or remove table code values already in use. If a code is no longer used for state reporting, remove the state code value and use the fields Year Start and Year End to deprecate codes that are no longer in use.

9. Enter a Year State and Year End date to activate or deactivate a code for a particular year. Inactive codes display in existing records, but users cannot select them for new records.

10. Click Save.

Tip: To delete a code, click the option under the X column, and click Save.

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Allowing Test Attempts to Display in Reports

The CHS202 Student Grad Requirement Profile and STU204 Student Transcript reports can display testing attempts made by students. This requires users to update the K12.GradingInfo.GradReqInfo > Grad Req Test Result table with a new line.

1. Navigate to System > Setup > Lookup Table Definition. 2. On the Lookup Table Definition screen, navigate to the required table by clicking on

the node, then selecting the table. 3. Click Add. A new row displays in the Lookup Values grid. 4. Enter D in the Code field. 5. Enter Pending in the Description field. 6. Click Save.

Figure 3-3 - Grad Req Test Result table

7. Navigate to System > Setup > Property Override. 8. Navigate to K12.Course History Info > StudentCourseHistoryGradReqTestGrid

> Attempts.

Figure 3-4 - Property Override, StudentCourseHistoryGradReqTestGrid, Attempts

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9. In the Override section, enter A in the Short Label field. 10. Click Save.

Note: All Graduation Requirement Test Column Headings can be changed using the Short Label field within this section.

Reference: For further details on customizing and printing the CHS202 Student Grad Requirement Profile and STU204 Student Transcript reports, please see the companion guide Synergy SIS – Course History User Guide.

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NON-DISTRICT SCHOOL CONFIGURATION When students transfer from another district, their previous course information is stored in the detail screen of Student Course History with the non-district school they attended. Non-district schools also describe the student’s post-secondary plans on the Student Career Plan screen, document transcript requests on the Student Course History > Request Tracking tab, and appear on the Student School Attended History screen.

1. Navigate to System > Setup > Non-District School. 2. Click Add. A new window opens.

Figure 3-5 - Non-District School

3. Enter the name in the Non-District School field. 4. Select the Filter Type to indicate where this school should appear. All displays the

school on all screens, and Course History and Request Tracking display the school on only their respective screens. None removes the school from selection, but keeps the school active in records.

5. Enter the Federal School Code and State School Code, if known. 6. Select the School Type. 7. Enter any additional Address Info, Phone Info, or a Default Email Address. 8. Click Save. The window closes.

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Non-District schools display alphabetically in a list on all screens. If administrators prefer to use the Find option instead of a list, they enable this through the District Setup screen.

1. Navigate to System > Setup > District Setup. 2. Select the System tab.

Figure 3-6 - District Setup, System tab

3. Check the option Show Non-District School Lookup As A Find View. 4. Click Save.

Figure 3-7 - Non-District School display options

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Chapter Four CTE PROGRAMS AND SERVICE

LEARNING

This chapter covers the following topics:

► Setting Up CTE Courses ► Setting Up CTE Programs ► Updating CTE Program Data ► Student Service Learning Setup

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SETTING UP CTE COURSES Career and Technical Education (CTE) courses allow students to fulfill CTE program requirements. Users follow the normal process through the District Course screen to create courses, and then modify them to include CTE information.

Reference: For more information on creating courses within the District Course screen, please see the Synergy SIS – Scheduling and Course Guide.

1. Navigate to Course > District Course. 2. Locate the course to modify. 3. Scroll down to the Carl Perkins / CTE Programs section.

Figure 4-1 - District Course, Carl Perkins/CTE Programs section

4. Enter the official Program Code and two-digit Course Code. 5. Enter the Course Length in minutes. 6. Select the Skills Assessment, Technical Provider, and Course Level. 7. Enter the CTE Credits Required and CTE Total Duration in hours. If the CTE

Credits Req field is left blank, the program uses the Credit value reported for the course instead.

8. Check if the course is Perkins Funded.

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9. Select the CTE Gender Type. 10. Click Save.

SETTING UP CTE PROGRAMS After configuring CTE courses, administrators must create the CTE Programs at the district level to make them available for all schools.

1. Navigate to Course History > Setup > CTE Programs. 2. Click Add. A new window opens.

Figure 4-2 - CTE Programs Add screen

3. Enter a Code and a Title for the pathway. 4. Enter the State Code. 5. Select the Ed-Fi Code and CTE Gender Type, if the pathway is considered non-

traditional. 6. Choose the option for Tech Prep or Grant Funded. 7. Click Save. The window closes.

Note: The Inactive option prevents existing programs from displaying in a list, but retains the program for previous records.

8. Users can also select Copy CTE Program to duplicate an existing pathway, and move data to a new pathway.

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Figure 4-3 - Copy CTE Program

a. Enter the information for the new program in the Copy To section. b. Select the appropriate Options. c. Select the data to copy in the Copy Options. d. Click Copy.

9. Select the Career Clusters associated with the program.

Figure 4-4 - CTE Programs options

10. Select the Learning Experience for the program.

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Figure 4-5 - CTE Programs options, cont.

11. Use the grey arrows next to CTE Assessment Test Group and Industry Certification Test Group.

Note: For more information on Test Groups, please see Test Group Definition.

12. Select the Courses associated with the program by clicking Chooser and using the search function to find courses.

a. After adding courses to the grid, select the Course Level and Technical Provider from the lists.

b. Select if the course is Perkins Funded, and enter the CTE Credits Required and CTE Total Duration in hours.

c. Enter the Year Start and Year End to enable and disable programs for specific years. These fields do not auto-populate from the District Course screen.

Note: The Year Start and Year End fields do not auto-populate from the District Course screen.

13. Click Save.

Users can also assign CTE Programs to specific courses through the District Course screen.

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Figure 4-6 - District Course, Description tab

Reference: For more information on modifying courses within the District Course screen, please see the Synergy SIS – Scheduling and Course Guide.

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School Exclusions

Administrators can exclude specific schools from the CTE Program offering.

1. On the CTE Programs page, select the School Exclusions tab.

Figure 4-7 - CTE Programs, School Exclusions tab

2. Click Chooser on the School List grid. A new window opens. 3. Use the Find options to select the school or schools to exclude, then click Select. 4. Click Save.

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UPDATING CTE PROGRAM DATA Users can assign CTE programs to students manually, or assign them to students automatically through the Update Student CTE screen based on courses completed or in-progress.

Caution: Verify that the school in focus is correct before making updates to student data through the Update Student CTE screen.

1. Navigate to Course History > Update Student CTE.

Figure 4-8 - Update Student CTE options

2. Select Replace Existing Data to remove all other CTE programs from a student’s records.

3. Check the Grade Levels to process. 4. Select the Student CTE Data Source: Course History for completed courses,

Work In Progress for current schedule data, or Both. 5. Select the CTE Calculation Policy: Give Non-Traditional Program Priority over

Traditional Program or Give Non-Traditional Course Priority by Gender over

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Traditional Program. If a student has a tiebreaker situation between programs, then the system selects a non-traditional program over a traditional program.

6. Set Exclusion Criteria: a. Do not populate Program to Report on a tie – If the system calculates a

tie with the student’s status in multiple programs, the CTE to Report value is blank. This is only used when all other tiebreaking scenarios have been exhausted.

b. Exclude 12th grade students with only Participation records – If 12th grade students are participants, the CTE to Report value is blank on the Student CTE screen.

Figure 4-9 - Update Student CTE options, cont.

Note: For steps 7-8, only one of these options requires data; enter either the number of courses or the minimum credits.

7. Enter the Number of Participation Courses Needed or Minimum Participation Course Credits Required to be considered a participant.

8. Enter the Number of Concentration Courses Needed or Minimum Concentration Course Credits Required to be considered a concentrator. Any CTE Course Level of Concentrator or Completed counts towards this requirement.

9. Enter the Total Number of Completed Course Credits Required. Only a CTE Course Level marked Completed counts toward this requirement.

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10. Enter the Minimum Number of Completed Course Credits with a Course Level above an introductory level to be considered a completer. This option can be blank.

11. Enter the Total Number of Capstone/Completer Course Credits Required to be considered a completer. This option can be blank.

12. Enter the Minimum Competency Percentage Value Required if required for a student to pass to be considered a completer.

13. Select Passed Industry Certification or Assessment, if a student must pass this test to be considered a completer. This option can be blank.

14. Set the Course Levels for Introduction, Concentration, and Capstone. The categories are Completion, Concentration, or Participation. Options left unchecked indicate the course level that satisfies minimum credits above introductory level that a student must meet to be marked complete.

15. Click Update Student CTE Data.

A Job Result window displays once the process completes, along with the results of the update process.

Figure 4-10 – Update CTE data results

Figure 4-11 – Update CTE Job Results

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STUDENT SERVICE LEARNING SETUP The Student Service Learning screen enables schools to document a student’s community work and display their involvement in course history and transcripts. Administrators can also define graduation requirements to include service learning hours.

Note: For more information on graduation requirements, please see Configuring Graduation Requirements.

The Service Learning Setup screen assigns levels for service learning projects.

1. Navigate to Course History > Setup > Service Learning Setup.

Figure 4-12 - Service Learning Setup

2. Click Add. A new row appears. 3. Enter the minimum number of hours to reach the level in the Cutoff Hours column. 4. Select the School Type. 5. Enter a description in the Level Name column. 6. Click Save.

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Chapter Five GRADUATION REQUIREMENTS

This chapter covers the following topics:

► Graduation Requirements Checklist ► Adding Graduation Requirements ► Class of Credit Configuration ► Class of Test Groups Configuration ► Additional Graduation Requirements ► District Waivers

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GRADUATION REQUIREMENTS CHECKLIST Administrators can set four types of requirements for graduation: credit, test, GPA, and service learning. Credit requirements are the primary type, and schools can break requirements down further into specific requirements by subject. Schools can also assign passing marks for these requirements.

Certain states require a test requirement for graduation. The GPA requirement allows districts to define a minimum GPA for students to meet. Schools can also incorporate a requirement for students to complete a certain amount of service learning hours.

The Graduation Requirements screen uses data from several other configurations within Synergy SIS. Prior to configuring these requirements, the following definitions must be set up to populate options:

• Marks – Configured within Grading > Setup > Mark Definition.

Reference: For more information on configuring marks, please see the Synergy SIS – Grading Administrator Guide.

• GPA Definition – Configured within Grading > Setup > GPA Definition.

Note: For more information, please see GPA Definitions.

• District Courses – Added through the Course > District Course screen. Administrators must add Alt Types to courses which require them.

Reference: For more information on configuring district courses, please see the Synergy SIS – Scheduling and Course Guide.

• Test Definitions – Created within Test History > Setup > Test Definition. • Waivers – Defined in the Waiver Type lookup table in System > Setup > Lookup

Table Definition.

Reference: For more information on these options, please see the Synergy SIS – Test History Administration Guide.

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ADDING GRADUATION REQUIREMENTS Users can define multiple sets of requirements for different groups of students. For example, students that plan to attend college have different requirements than students that will not continue education after high school. State or district requirements can also change over time, and students graduating after a certain year may need to take new state tests. Users can also create separate definitions for standard student graduation and honors graduation.

Adding a New Graduation Requirement

1. Navigate to Grading > Setup > Graduation Requirements. 2. Click Add. A new window opens. Mandatory fields are green.

Figure 5-1 - Add Graduation Requirements

3. Enter the Name for the definition. 4. Select the Subject Area Group: College, Subject Area, or University. College

and University indicate requirements for students attending post-secondary schools. Subject Area applies requirements based on Subject Area groups configured in the District Course screen.

5. Select the Credit Application Sort Order. Schools can apply credits earned to Calendar Year/Calendar Month or School Year/Term Code.

6. Click Save.

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Applying Requirements to Graduating Classes

To configure separate requirements for graduating years, users can copy requirements from an existing year, or create a new class year within the definition.

Figure 5-2 - Graduation Requirements options

Note: Administrators can configure only one set of requirements for each year. Each year defined applies to all following years unless a later definition is created. In the example below, all graduating classes from 2009-2013 use the same definition, and all classes from 2014 and onward use the same definition.

Figure 5-3 - Graduation Requirements, Class Years

1. Use the Find options to locate the Graduation Requirement definition to modify. 2. Click New Class Of to add a blank definition. A new window opens.

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Figure 5-4 – Graduation Requirements, New Class Of option

a. Enter the School Year of the graduating class. b. Click Save. The window closes

3. Users can also select a Class Year from the list and click Copy Class Of.

Figure 5-5 – Graduation Requirements, Copy Class Of option

a. Enter the 4-digit Year to copy data to. A new window opens. b. Select the tab data to copy: Credit, Verified Credit, Test Groups, GPA,

and Service Learning. c. Click Save. The window closes.

After saving the definition, it appears in the Class Year list. Select the year and choose the options for the definition below.

• Credit Load Theory – Determines how completed courses match to subject area requirements. Users can match courses by Best fit by subject area, the chronological (oldest to most recent) or Chronological (oldest to most recent).

• Credit Application Sort Order – Determines the chronological sort order. o Calendar Year/Calendar Month – Courses earlier in the calendar year have

priority towards credit requirements. For example, classes in May have precedence over classes in December.

o School Year/Term Code – Courses taken in the first semester or term of the school year have priority towards credit requirements.

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• WIP Filter – Determines how work-in-progress courses link to requirements. No Filter includes all classes; Filter Classes with Leave Dates includes completed classes not posted to Course History.

• Diploma Type – Specifies the graduation diploma type.

Tip: Users can enter Diploma Type Overrides in the System > Setup > District Setup > System tab.

Figure 5-6 - District Setup, System tab, Diploma Type Overrides section

• CHS Type Filter – Only courses of the selected type count towards graduation requirements.

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CLASS OF CREDIT CONFIGURATION The Class of Credit tab defines the subject areas and number of credits for each subject required for graduation.

1. Under Class of Credit Requirements, select the Default Subject Area.

Note: The Default Subject Area determines the subject area that the system applies unmatched or extra credits to. Completed courses first count towards the Course Subject Areas shown in the District Course screen, and additional credits are applied towards the default subject area.

2. Select the Modified Curriculum Options: Count as Regular Courses (Use Graduation Requirements Logic), Count Towards Default Subject Area Only, or Do Not Count For Graduation.

Figure 5-7 - Graduation Requirements, Class of Credit tab

3. Next to Graduation Credit Class Requirements, click Add. A new row appears. a. Select the Subject Areas. b. Enter the Credits Required. c. Clicking Show Detail offers further customization for each subject area. The

next section covers this grid in further detail.

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Caution: If a subject area code is inactive for prior or future year graduation definitions based on Year Start/Year End values on the K12.CourseInfo > Subject Area lookup table, the Graduation Requirements screen displays which code is in error using the corresponding row in the lookup table. The Student Course History > Graduation Requirement tab and STU204 Student Transcript Report also display this message. In the example below, Line 6 on the Subject Area lookup table contains an invalid Year Start/Year End date for the specified Graduation Requirement.

Figure 5-8 - Modified Subject Area code message

4. Enter any Course Filters needed. These filters work alongside the WIP Filter and CHS Type Filter on the Options tab.

a. Next to Alt Types, click Add. A new row appears. b. Select the Alt Type from the list. c. Check the options under Passing Marks to define which count towards

graduation. d. Select the Course Grade Low/high and Student Grade Low/High options.

Reference: Schools which use numeric marks must update the Grading > Setup > Mark Definition screen and add Conversion Type data before using the Passing Marks section. For more information, please see the Synergy SIS – Grading Administrator Guide.

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Figure 5-9 - Graduation Requirements, Class of Credit tab cont.

5. Next to Credit Messages, click Add. A new row appears. a. Select the Grade from the list. b. Enter the default Message for the grade. c. Enter the All Requirements Met message. This displays once students fulfill

credits for all subject areas. 6. Next to Mark Exceptions, click Add. A new row appears.

Note: The Mark Exceptions section allows administrators to give a student credit for one requirement when achieving a higher mark in a subsequent course. In the example below, students receive credit for a first-semester D mark in Algebra II if the student achieves a second-semester C mark in Algebra II.

Figure 5-10 - Class of Credit tab, Mark Exceptions section

a. Click the grey arrow under Valid Course. b. Use the search criteria to find the course, then click Select. c. Choose the Valid Term Code. d. Click the grey arrow under Allow Course. e. Use the search criteria to find the course, then click Select. f. Choose the Allow Term Code. g. Choose the Satisfies Subject Area option, if needed. h. Click Save.

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i. Select a row and click Show Detail to choose the proper marks for the courses.

j. Click Save.

Figure 5-11 - Graduation Credit Class Requirements, Mark Exceptions detail

7. If a Subject Area Priority Alt Type is needed, click Add in the Alt Types grid. A new row appears.

Figure 5-12 - Graduation Requirements, Class of Credit tab cont.

8. Select the Alt Type from the list. 9. To specify a minimum amount of credits which meet certain academic criteria, use

the Course Requirements section.

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a. Enter a Description to appear on transcripts. b. Enter the Credits Required. This applies to any selections in this area. c. Select the Academic Type. d. Check the AP Indicator, Distance Learning, or Dual Credit options, if

required. 10. Click Save.

Note: If the district uses verified credit, the Class of Verified Credit tab also displays on the Graduation Requirements page. For more information on this tab, please see Graduation Requirements Configuration.

Graduation Credit Class Requirements

Clicking Show Detail within the Graduation Credit Class Requirements section displays additional information for each Subject Area in the grid. Users can edit the Credits Required field from this view, as well as the information below.

Figure 5-13 - Graduation Credit Class Requirements detail view

• CHS Type Filter Modifier – Filters course credits that apply to the subject area requirement based on their course history type.

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Note: The CHS Type Filter on the Options tab is an overall filter, while the CHS Type Filter Modifier on the Graduation Credit Class Requirements grid detail is specific to only one subject area.

• CHS Types Reducing Credits Required – Allows administrators to filter subject area requirements by both CHS Type and Alt Type. Click Add to add a new row to the grid, then Show Detail to select the Alt Type.

Figure 5-14 - CHS Types Reducing Credits Required detail view

• Legend – Used on the Student Graduation Check Report. Enter a Legend Character and the Legend Character Message to describe it.

Note: For more information, please see Report Message Areas.

• Course Alt Types – Filters course credits that apply to the subject area based on Alt Type.

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Figure 5-15 - Graduation Credit Class Requirements detail view, cont.

• Tests – Adds subject area tests to the graduation requirements. For tests to appear, administrators must check the Subject Area option on the Class of Test Groups tab.

Note: For more information, please see Additional Graduation Requirements.

• Messages – Used on the Student Graduation Check Report to add grade-level based messages for the subject area.

• Condition Info – Adds additional filter conditions to course. For more information, please see the next section.

• Caps – Allows administrators to add a cap to the number of credits students can earn for each selected Alt Type.

Conditions

Inside the Graduation Credit Class Requirements detail view, the Condition Info section contains two fields to manage subject area credits for courses based on Alt Type. The Condition Filter allows one of two options:

• Allow Non-Alt Type specific Courses to fill Non Conditional Credit – Any course within the subject area can fulfill credit requirements.

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• Treat Condition as Filter – Only courses with the specified alt type fulfill subject area credit requirements.

Figure 5-16 - Graduation Credit Class Requirements detail, Conditions section

After selecting the Condition Filter, click Add to add a new row to the Conditions grid. Enter the name of the condition, then click Save. The Detail icon opens the Subject Area Condition screen. Administrators can create Mandatory or Any conditions.

• Mandatory conditions act as AND conditions. Students must fulfill all items in the Mandatory grid for the condition to be met.

• Any conditions act as OR conditions. Students can complete any item in the Any grid for the condition to be met. The Minimum Valid Conditions field indicates the number of Any conditions to meet.

The image below displays a condition where students must fulfill the Foreign Language item in the Mandatory grid, and two of the three items in the Any grid: Family and Consumer Studies, Political Science, or Social Science.

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Figure 5-17 - Subject Area Condition screen

Administrators set the course alt type and credit requirements for each item by clicking Show Detail for the selected row. Additionally, each item has a detail view which allows administrators to set further Mandatory or Any conditions. The system applies completed credits consistently in all the subject areas. All reports and graduation requirements display an asterisk (*) next to the credits area to denote that a subject has a special condition set.

For example, the image below shows a mandatory Foreign Language condition. In order for students to fulfill this, they must complete two credit hours of a course with one of the following alt types: German, Spanish, or French.

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Figure 5-18 - Subject Area Condition screen, Mandatory detail view

The image below shows the Political Science condition. In order for students to fulfill this, they must take one credit hour of a course with the Civics or American Government alt type, and one additional credit hour within one of two alt types: US History or Civics or American Government.

Figure 5-19 - Subject Area Condition screen, Any detail view

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CLASS OF TEST GROUPS CONFIGURATION Some states require students to pass certain tests to meet graduation requirements. After creating test definitions, administrators can set test requirements on the Class of Test Groups tab.

Figure 5-20 - Graduation Requirements, Class of Test Groups tab

1. Click Add on the Graduation Test Result Class Requirements grid. A new row appears.

2. Enter the Test Group Order number to define how tests appear within Course History.

3. Enter the Test Group Name. 4. Select the Test Type as either Objective Based or Part Based. 5. Select the Test Display Filter:

• Show Most Recent – Displays the most recent attempt. • Show Highest Score – Displays the test with the highest score. • Show Highest Perf Lvl, Most Recent – Displays the test with the highest

performance level or the most recent test. • Show Highest Perf Lvl, Highest Score – Displays the test with the highest

performance level or the test with the highest score. • Show All – Displays all test attempts.

6. Check the Subject Area box if the test is specific to a subject area. Administrators then add the test to the Class of Credit tab.

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Note: For more information, please see Class of Credit Configuration.

7. Click Save. The next section covers this grid in further detail. 8. Click the Select performance level to represent granted waiver option from the

list.

Reference: For more information on performance levels, please see the Synergy SIS – Test History Administrator Guide.

9. Select Display a test result of “Pending” when an Admin Date exists but no Score exists to track test attempts on student course history reports.

Note: For more information, please see Allowing Test Attempts to Display in Reports.

Figure 5-21 - Graduation Requirements, Class of Test Groups cont.

10. Enter overall grade messages to display on the Student Graduation Check Report.

a. Click Add in the Not Taken Messages grid to create a new row. b. Select the Grade the message displays for, and enter the Message text. c. Click Add in the Pass Messages grid to create a new row. d. Select the Grade the message displays for, and enter the Message text.

11. Click Save.

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Note: For more information on creating grade-level based messages, please see Report Message Areas.

Graduation Test Result Class Requirements

Clicking Show Detail within the Graduation Test Result Class Requirements section displays additional information for each Test Group in the grid. Users can edit the Name, Order, Type, and Display Filter from this view, as well as the information below.

Figure 5-22 - Class of Test Groups tab, Graduation Test Result Class Requirements

• Filter By Test Order First – Sorts test groups by order number instead of test group name, where applicable.

• Test Calculation Type – Set to All Tests or First Test. • Source Priority – Set to Tests or Work Samples. • Essential Skill Area – Testing skill areas: Mathematics, Reading, Speaking, or

Writing. • Test Group Type – Determines where the test group displays on student

transcripts: CIA/CAA, District, Seal of Biliteracy, State, or Washington State History.

• Waivers – Waivers chosen here automatically apply to selected students on the Course History Screen.

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Figure 5-23 - Class of Test Groups tab, Graduation Test Result Class Requirements cont.

• Qualifying Tests – All tests included within the test group. The next section covers this option in further detail.

• Administrators can add individual messages for each test group and grade level. These messages appear on the Student Graduation Check Report. For global Not Taken/Pass messages, use the message fields on the main Class of Test Groups tab.

o Pass Messages – Messages that appear when students complete requirements.

o Fail Messages – Messages that indicate a student must retake a test. o Not Taken Messages – Messages that indicate students have not

attempted a test.

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Figure 5-24 - Class of Test Groups tab, Graduation Test Result Class Requirements cont.

• Work Samples – Displays the work samples students must complete in order to fulfill the test group requirement. Click Add and enter the Work Sample Group and Level > Subject > Strand.

• Work Sample Strand Options – Displays the maximum number of times the work sample strand can satisfy a test requirement.

Note: For more information on work samples, please see Work Sample Overview.

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Qualifying Tests

Inside the Graduation Test Result Class Requirements detail view, the Qualifying Tests section displays the individual tests within a test group.

1. Click Add. The Test Requirement Part Definition screen opens.

Figure 5-25 - Test Requirement Part Definition screen

2. Click the grey arrow next to Test Name. The Find: Test screen opens.

Figure 5-26 - Find: Test screen

3. Use the search criteria to find the required test, highlight it, and click Select. The screen closes.

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4. Select the Test Part required for completion, which varies by test. 5. Enter the Admin Begin/Admin End dates to display tests by date range. 6. Enter the Test Order the test displays in within the Qualifying Tests grid. 7. Administrators can define three types of passing criteria. If using multiple types,

students that meet any type fulfill requirements. • Score Criteria – Select the Score Type and Test Required Minimum Score to

define the passing requirement. Users can define score types within Test History > Setup > Score Type Setup.

• Passing Performance Levels – Check boxes to indicate all levels that qualify students.

• Pass/Fail Options – Check appropriate boxes when using only pass/fail criteria. • Grade Options – Specify the grade or grade range for the requirement.

8. Click Save. The screen closes, and the test appears in the grid.

Administrators can also add prerequisite test information to each test. Certain situations require students to complete primary tests before taking alternative tests. The prerequisite section allows administrators to include one or more tests for students to complete in order for the listed test to count towards graduation requirements.

Figure 5-27 - Qualifying Tests section

1. Click the Prereqs link. The Test Prerequisite Definition screen opens.

Figure 5-28 - Test Prerequisite Definition

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2. Select the Test Prereq Logic option. AND requires students to complete all prerequisites. OR allows students to complete only one prerequisite.

3. Click Add. A new row appears in the grid. 4. Click the grey arrow in the Test Name column. The Find: Test screen opens.

Figure 5-29 - Find: Test

5. Use the search criteria to find the required test, highlight it, and click Select. The screen closes.

6. Enter the Test Attempts Min to define the number of times students must take the test.

7. Click Save.

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ADDITIONAL GRADUATION REQUIREMENTS Class of GPA

Schools can require students to attain a minimum GPA with a specific GPA definition.

Figure 5-30 - Graduation Requirements, Class of GPA tab

1. Click the grey arrow next to the Name field. The Find: GPADefType screen opens.

Figure 5-31 - Find: GPATypeDef screen

2. Use the search criteria to find the required GPA type, highlight it, and click Select. The screen closes.

3. Enter the Minimum GPA value in decimal format. 4. Click Save.

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Class of Service Learning

Schools can require students to complete a certain number of service learning hours before graduating.

Figure 5-32 - Graduation Requirements, Class of Service Learning tab

1. Enter the Hours required for graduation. 2. Enter a Message to display in the Student Graduation Check Report. 3. Select the Included School Types, or leave blank to include all. 4. Click Save.

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DISTRICT WAIVERS Administrators can create waivers to absolve a student or group of students from subject area graduation requirements. To waive a requirement and transfer credits to a different subject area, administrators must create the waiver at the district level. Users then assign waivers to students through the Student Course History screen.

1. Navigate to System > Setup > District Setup. 2. Click on the Waivers tab.

Figure 5-33 - District Setup > Waivers tab

3. Click Add next to the Subject Area Waivers, College Waivers, or University Waivers grid.

4. Enter the Order number for the waiver to display in. 5. Select the subject area to Waive Credit From. 6. Select the subject area to Transfer Credit To. 7. Click Save.

Caution: If the Transfer Credit To field is blank, users cannot assign the waiver to students. Once assigned to a student, waivers cannot be modified.

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Chapter Six VERIFIED CREDIT

This chapter covers the following topics:

► Verified Credit Setup ► Test Group Definition ► District Course Configuration ► Graduation Requirements Configuration

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VERIFIED CREDIT SETUP Administrators must enable the verified credit option within the System > Setup > District Setup screen. This option is located on the System tab.

Figure 6-1 - District Setup, System tab

Prior to configuring verified credit information, the following definitions must be set up to populate options:

• Course Discipline - Defines the verified credit subject areas within the District Course screen, configured within System > Setup > Lookup Table Definition.

Reference: For more information on configuring subject areas, please see the Synergy SIS – Scheduling and Course Guide.

• Verified Credit Requirement – Defines the verified credit subject areas within the Graduation Requirements screen, configured within System > Setup > Lookup Table Definition.

Note: The Graduation Requirements screen pairs the information within both tables and the subject areas do not need to match.

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TEST GROUP DEFINITION To complete the verified credit requirement for each subject area, students must pass a specialized subject area test or an equivalent test, such as an AP test. Administrators configure the tests that meet subject area requirements within the Test History > Setup > Test Definition screen.

Reference: For more information on configuring tests, please see the Synergy SIS – Test History Administration Guide.

After creating tests, administrators use the Test Group Definition screen to group tests by subject area, and define which tests students must take to pass each verified credit subject area.

1. Navigate to Test History > Setup > Test Group Definition. 2. Click Add. A new window opens.

Figure 6-2 - Add Test Group Definition

3. Enter the Test Group Name. 4. Select the Test Type: Objective Based or Part Based. 5. Click Save. The window closes.

Figure 6-3 - Test Group Definition

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6. Select the Group Logic Type: Must Pass All Test Rules or Must Pass One Test Rule.

7. Select the Test Display Type. This determines which attempt displays within the Student Graduation Check Report. • Show Most Recent – Displays the most recent attempt. • Show Highest Score – Displays the test with the highest score. • Show Highest Perf Lvl, Most Recent – Displays the test with the highest

performance level or the most recent test. • Show Highest Perf Lvl, Highest Score – Displays the test with the highest

performance level or the test with the highest score. • Show All – Displays all test attempts.

8. Click Add next to the Part Tests grid. The Test Requirement Part Definition screen opens.

9. Click the grey arrow next to Test Name. The Find: Test screen opens.

Figure 6-4 - Find: Test

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9. Use the search criteria to find the required test, highlight it, and click Select. The screen closes.

10. Select the Test Part required for completion, which varies by test. 11. Enter the Admin Begin/Admin End dates to filter tests by eligible date.

Note: Users can also select these dates in the Student Course History Verified Credit Update screen when processing the test group.

12. Enter the Test Order the test displays in within the Qualifying Tests grid. 13. Administrators can define three types of passing criteria. If using multiple types,

students that meet any type fulfill requirements. • Score Criteria – Select the Score Type and Test Required Minimum Score to

define the passing requirement. Users can define score types within Test History > Setup > Score Type Setup.

• Passing Performance Levels – Check boxes to indicate all levels that qualify students.

• Pass/Fail Options – Check appropriate boxes when using only pass/fail criteria. • Grade Options – Specify the grade or grade range for the requirement.

14. Click Save. The screen closes, and the test appears in the grid.

Figure 6-5 - Test Group Definition screen

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DISTRICT COURSE CONFIGURATION After enabling verified credit, two Verified Credit sections appear in the District Course screen. If a student has already met the verified credit requirement in the first section, additional credit is applied to the second section.

1. Navigate to Course > District Course. 2. Locate the course to modify. 3. Scroll down to the Verified Credit section.

Figure 6-6 - District Course, Verified Credit section

4. For both Verified Credit sections, select the Course Discipline from the list. 5. Click the grey arrow next to Test Group. The Find: TestGroup screen opens. 6. Use the search criteria to find the required test group, highlight it, and click Select.

The screen closes. 7. Click Save.

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GRADUATION REQUIREMENTS CONFIGURATION After completing the previous verified credit setup, Administrators must add verified credit requirements to the Graduation Requirements screen.

1. Navigate to Grading > Setup > Graduation Requirements. 2. Locate the requirement set to modify and click the Class of Verified Credit tab.

Figure 6-7 - Graduation Requirements, Class of Verified Credit tab

3. Select the Default Verified Credit Requirement. After students complete all credit requirements, additional credits apply towards this value.

4. Next to Verified Credit Requirements, click Add. A new row appears. 5. Select the Verified Credit Requirement subject area from the list. 6. Click Save. 7. Click Show Detail to assign course disciplines.

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Figure 6-8 - Class of Verified Credit, Verified Credit Requirements detail

8. Select the Default Course Discipline from the list. After students complete all credit requirements, additional credits apply towards this value.

9. Next to Course Discipline Group, click Add. The Graduation Requirements Verified Credit Detail Add screen opens.

Figure 6-9 - Graduation Requirements Verified Credit Detail Add screen

a. Enter the Verified Credit Discipline Group Name. b. Enter the Credits Required. c. Select the Course Discipline options. d. Click Save. The screen closes.

10. Click Save.

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Chapter Seven CAREER PLANS AND WORK

SAMPLES

This chapter covers the following topics:

► Career Plans Checklist ► Career Plan Course Group ► Creating Career Plans ► Work Sample Overview ► Defining Work Samples

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CAREER PLANS CHECKLIST The Career Plan screens use data from several other configurations within Synergy SIS. Prior to configuring these screens, the following definitions must be set up to populate options:

• District Courses – Created within Course > District Course. • Graduation Requirements – Created within Grading > Setup > Graduation

Requirements.

Note: For more information, please see Adding Graduation Requirements.

• Non-District Schools – Added within System > Setup > Non-District Schools.

Note: For more information, please see Non-District School Configuration.

• Administrators must also configure the following lookup tables within System > Setup > Lookup Tables:

o CTE Career Clusters o Skill o Skill Competency Level o Interest o Category o Post-Secondary Option

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CAREER PLAN COURSE GROUP The Career Plan Course Group screen allows administrators to add multiple courses to a career plan. Administrators can add courses to career plans based on grade, subject area, and year extension (Regular, Summer, etc.).

1. Navigate to Course History > Setup > Career Plan Course Group. 2. Click Add. A new window opens.

Figure 7-1 - Add Career Plan Course Group

3. Enter the Group Name and click Save. The window closes. 4. Next to the Options grid, click Add. A new row appears. 5. Enter the Order and Option Name. 6. Click Save.

Figure 7-2 - Career Plan Course Group

7. Click Show Detail to add courses to each option. 8. Next to Courses, click Add. A new row appears.

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Figure 7-3 - Career Plan Course Group detail view

9. Enter the Order number. 10. Click the grey arrow next to Course ID or Course Title. The Find: Course screen

opens.

Figure 7-4 - Find: Course

11. Search for courses using the Course ID or Course Title, then click Select to add them to the group.

12. Click Save. 13. Select the Default Option used for career plans. If no default option exists, users

cannot assign a group to a career plan, but they can assign a group to an individual student plan.

14. Click Save.

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Figure 7-5 - Career Plan Course Group

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CREATING CAREER PLANS After creating career plan course groups, administrators create career plans for students within the Career Plan screen. Each plan specifies the courses required, the career cluster the plan applies to, and which graduation requirements to apply. Each student can only select one career plan.

1. Navigate to Course History > Setup > Career Plan. 2. Click Add. A new window opens.

Figure 7-6 – Add Career Plan

3. Enter the Career Plan Name. 4. Select the Graduation Requirement. 5. Click Save. The window closes.

Figure 7-7 - Career Plan

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6. Select the Career Cluster for the plan. 7. Enter a Description. 8. Select the Grade for courses added to the plan. 9. Click Save. 10. In the Courses by Subject Area section, click Show Detail.

Figure 7-8 - Courses by Subject Area detail

11. For each grade selected, click the grey arrow to maximize the section. a. Select the Course Group for each year extension. The student career plan

includes the courses from the group only if users add the plan at the student level.

b. Click Add to add a new row to the Courses grid. c. Click the grey arrows in the Course ID and Title or Credit fields. The Find:

Course screen opens. d. Use the search criteria to locate the desired course and click Select.

12. Once all grades contain courses, click Save.

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WORK SAMPLE OVERVIEW A work sample is an individual student output that demonstrates proficiency in a skill. Typically, work samples must conform to defined criteria. Work samples include essays, presentations, responses to open-ended math problems, or other forms of work. Synergy defines work samples in a hierarchy.

Level > Subject > Strand > Definition Duration > Trait > Score

• Level – The school level or specific grade. • Subject – The subject area, such as Mathematics. • Strand – The narrower subject, such as Algebra. • Definition Duration – The time period for the definition, such as a specific school

year or years. • Trait – The specific skill the work sample demonstrates, such as Understanding. • Score – The number representing the extent of the student’s mastery of a trait.

Numeric scores correlate to measured standards, such as Exceeds, Meets, or Falls Below.

Example:

High School > Arts > Aesthetics & Criticism > 2012-2014 > Explain Artistic Merit > 4

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DEFINING WORK SAMPLES Administrators define work samples using the tree on the Work Sample Definition screen. Setup follows the same hierarchy as work samples. After adding a new navigation item, click the arrows next to the options to maximize the tree information.

1. Navigate to Course History > Setup > Work Sample Definition.

Figure 7-9 - Work Sample Definition

2. Click Action, and then click Add Level. A new window opens.

Figure 7-10 - Work Sample Definition, Add Level

a. Enter the Level Name and Abbreviation. b. Enter the Order number. c. Select the Grades which apply.

3. Click Save. The window closes.

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4. Select the new level from the tree. The information opens to the right.

Figure 7-11 - Work Sample Definition, Level

5. Click Action, and then click Add Subject to (Level). A new window opens.

Figure 7-12 - Work Sample Definition, Add Subject

a. Enter the Subject Name. b. Enter the Order number.

6. Click Save. The window closes.

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7. Select the new subject from the tree.

Figure 7-13 - Work Sample Definition, Subject

8. Click Action, and then click Add Strand to (Subject). A new window opens.

Figure 7-14 - Work Sample Definition, Add Strand

a. Enter the Strand Name and Abbreviation. b. If desired, check Do Not Include In Grade Book. c. Check if the strand includes an Essential Skill. When checked, the Show

Essential Skill Type on Views option appears, followed by the Allow Override of Essential Skill Types option.

d. Enter the Order. 9. Click Save. The window closes.

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10. Select the new strand from the tree.

Figure 7-15 - Work Sample Definition, Strand

11. Click Action, and then click Add Duration to (Strand). A new window opens.

Figure 7-16 - Work Sample Definition, Add Definition Duration

a. Enter the Work Sample As of Year to define when the duration begins. b. Select the Scoring Method; Total Traits or Overall Score. c. Enter the Total Number of Traits. d. If using Overall Score, enter the Minimum Score Needed.

12. Click Save. The window closes.

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13. Select the new duration from the tree.

Figure 7-17 - Work Sample Definition, Definition Duration

14. Click Action, and then click Add Trait to (Duration). A new window opens.

Figure 7-18 - Work Sample Definition, Add Trait

a. Enter the Trait name and Abbreviation. b. Enter the Description for the trait. c. Enter the Order number. d. Check Do Not Include In Calculation, if desired. e. Select the Score Group. f. Click Save. The window closes.

15. Click Save at the top of the screen.

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Caution: Users must click Recalculate after making any changes to an existing work sample definition. This button recalculates all child nodes under the selected node. For example, after adding or making changes to Strands, users should recalculate work sample definitions on the Subject node. Click the arrow at the bottom of the screen to maximize this section.

Figure 7-19 - Subject node, recalculate

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Score Definition

Clicking on the trait within the definition tree displays the Score Map. Administrators can modify score information by clicking the Score Definition tab.

Figure 7-20 - Work Sample Definition, Trait

Figure 7-21 - Work Sample Definition, Score Definition tab

1. Next to Work Sample Score Group, click Add. A new row appears. 2. Enter the Name and Description for the group

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3. Click Save. 4. Click Show Detail to create and view the scoring rubric.

Figure 7-22 - Work Sample Score Group detail

5. Click Add. A new row appears. 6. Enter the Score number. 7. Enter the Description. 8. Select the Performance Level from the list. 9. Click Save.

Tip: The scores displayed are color-coded based on the Performance Level. The system maps scores to the values of Meets, Exceeds, and Does Not Meet, and displays in three distinct colors.

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Work Sample Options

Administrators can set various options for work samples on the Options tab. These options are universal for all definitions unless specified, and the system displays detailed information for each option.

Caution: Users must recalculate work sample definitions after making changes to either of choices within the Performance Level Options section.

Figure 7-23 - Work Sample Definition, Options tab

Figure 7-24 - Work Sample Definition, Options tab cont.

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Chapter Eight UPDATING COURSE HISTORY

INFORMATION

This chapter covers the following topics:

► Updating Course History Checklist ► Transferred Information ► Update Student Course History ► Modifying Updated Records

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UPDATING COURSE HISTORY CHECKLIST Screens used for updating course history use data from several other configurations within Synergy SIS. Prior to configuring these screens, the following definitions must be set up to populate options:

• Marks – Configured within Grading > Setup > Mark Definition. • Repeat Tags – Designate if a student takes a course more than once, and

configured within Grading > Setup > Repeat Tag Definition. • Grading – Grading periods and mark calculations, configured within Grading >

Setup > Grading Setup.

Reference: For more information on these options, please see the Synergy SIS – Grading Administrator Guide.

• Alt Types – Alternative IDs used to match courses to graduation requirements, configured within System > Setup > Lookup Table Definition.

• Course Academic Types – Codes which define regular or honors classes, configured within System > Setup > Lookup Table Definition.

• Course History Type – Codes that define courses with a particular school level, configured within System > Setup > Lookup Table Definition.

• District/School Courses – Created within the Course > District Course and Course > School Course screens.

Reference: For more information on these options, please see the Synergy SIS – Scheduling and Course Guide.

• School Year and Term – Defined through the System > Setup > School Setup/District Setup/Organization screens, and the Attendance > Setup > District Calendar/School Calendar screens.

Reference: For more information on setting up the school year, please see the Synergy SIS – Attendance Administrator Guide.

Student classes must also have grades posted in order for the system to process the period. Users can enter grades using the Grading > Class Grade/Student Grade screens, and enter marks through either Grade Book or TeacherVUE. After finalizing marks, users should run the Update Course History process to update all information and associated reports. The update process also processes verified credit and schools attended information.

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TRANSFERRED INFORMATION The Update Course History process uses information from various sources within Synergy. Before running the process, users must verify that all information is current and accurate within these screens.

The Grading > Setup > Grading Setup screen defines final grade marks. To verify marks used for the grade period, select the period and click the Term Selection tab. The Posting Mark column defines the name of the mark used.

Figure 8-1 - Grading Setup screen

The amount of credit awarded to a student with a passing mark is controlled on the Grade Period Weight tab.

Figure 8-2 - Grading Setup Screen, Grade Period Weight tab

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Synergy calculates credit earned when the Update Course History Process runs, and adds percentages into the Course History Transfer Pct. Grid. For each final period mark, the system enters a percentage indicating the amount of available total credit to award. The example above shows the final mark for Fourth Quarter counts as 50% for the YR (Year) term.

Users view current student marks on the Grading > Student Grade screen.

Figure 8-3 - Student Grade

Grading periods can have two or more marks associated with the period. The mark used in Course History is the one listed within the Grading Setup screen. In the example shown in Figure 8.1, the Posting Mark will be the Sem 1 Final mark. The image above indicates that the mark used in course history for the Am Govt course is C.

Other information transferred to Course History comes from the Course > District Course screen.

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Figure 8-4 - District Course

The Course ID information transfers to Course History, as well as the Course Title. The Update process may mask the ID during the transfer. The next section discusses masking ID information further.

The Course Duration and Academic Type information also transfers, as well as the Credit. The amount of credit transferred depends on passing mark and Course History Transfer Percent.

The Grade levels also appear in Course History, and can filter information for a particular grade range. Any Verified Credit information transfers to Course History as well.

The attendance information transferred from the Grading > Setup > Grading Setup screen is based on student enrollment records. Absences calculated within Course History use the definition selected for the given grading period.

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Figure 8-5 - Grading Setup, Schools Attended History

Reference: For more information on setting up attendance definitions, please see the Synergy SIS – Attendance Administrator Guide.

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UPDATE STUDENT COURSE HISTORY The Update Student Course History process updates course history, verified credit, and school attended history information within the Course History screen.

1. Navigate to Course History > Update Course History.

Figure 8-6 - Update Student Course History

2. Check the Process Options to update specific information: Course History, Verified Credit, and Schools Attended.

3. Check the periods and marks to process in the Course History Copy section. Certain periods may have more than one term and mark.

4. Click the Calendar Month and Year fields to enter any new information. If fields are blank, the process uses the ending date of the grading period.

5. Click the School Year and Term fields to enter any new information. If the term is blank, the process uses the term assigned to the course; if the school year is blank, the process uses the current year.

6. Select the CHS Type to assign. To use the same value as in the District Course screen, check Use District Course CHS Type.

7. Check the Transfer Attendance option to move attendance information to course history.

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Figure 8-7 - Update Student Course History, cont.

8. In the Options section, check Show Job Result to view details of the update after completion.

9. Check the options under Student Grade Filter to run the process for only students in those grades. If left blank, the process updates all grades.

10. Select the Grade Range to run the report for courses of a specific grade. 11. Check Do not copy marks or populate School Attended History for students

who are concurrently enrolled, if desired. 12. Check Do not copy course marks for a student whose grade level is outside

the course grade range, if desired. 13. Check Do not delete student course history records outside of the grade range

filter, if desired. 14. Check Recalculate Verified Credit to recalculate credits based on existing logic. 15. Select Use Course Discipline and Test Group to Calculate Verified Credit to

update previously awarded verified credits. The unique Course Discipline and Test Group combination determines if two records are part of the same Verified Credit and require evaluation together.

Figure 8-8 - Update Student Course History, Masking Options

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16. Use the Masking Options section to modify the course ID entered into course history.

a. Click Add. A new row appears. b. Enter the Order number. c. Select the Match Condition Type: Contains, Ends With, or Starts With. d. Enter the Match Criteria using the Legend symbols. For instance, to match

any ID with three letters, use Starts With and @@@. e. Check the Case Sensitive option, if necessary. f. Select Trim from the Actions list. g. Enter the number of characters to remove from the end of the course ID in

the Action Text column. For example, HIS201 would appear as HIS.

Figure 8-9 - Masking Options, example

17. Use the Student Filter Options to select specific students to update. Processing specific students applies to all update processes of Course History, Verified Credit, and School Attended History.

Figure 8-10 - Update Student Course History

Note: You can set both Grade Filter and Student Filter Options. Save any Process Options and Course History information first, and then select any Student Filter Options.

18. Click Save. 19. Click Process to run the update.

Caution: This process deletes all prior data for the criteria selected before updating information. For example, running the update for Semester 1 marks removes all information for Semester 1, and then adds data from Grading records.

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MODIFYING UPDATED RECORDS After running the update process, users may need to update transferred courses and marks. The Menu allows users to update processed records.

Figure 8-11 - Update Course History Menu

The Relink Selected Periods option allows users to update marks and courses for specified periods, and add any missing courses.

The Remove CHS records that no longer tie to current posting marks option allows users to remove courses with marks that do not match current posting marks. After posting final marks for the period, the system will re-add these courses.

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Chapter Nine TRANSCRIPTS

This chapter covers the following topics:

► Transcripts Checklist ► Customizing Transcript Format ► Course Display Options ► GPA Display Options ► Graduation Requirements ► Additional Student Tests ► Grade Point Options ► Elementary Transcripts

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TRANSCRIPTS CHECKLIST The CHS204 Student Transcript Report uses data from several other configurations within Synergy SIS. Prior to configuring the report, the following definitions must be set up to populate information:

• Marks – Configured within Grading > Setup > Mark Definition. • Repeat Tags – Designate if a student takes a course more than once, and

configured within Grading > Setup > Repeat Tag Definition. • Grading – Grading periods and mark calculations, configured within Grading >

Setup > Grading Setup.

Reference: For more information on configuring these options, please see the Synergy SIS – Grading Administrator Guide.

• Course History Type – Codes that define courses with a particular school level, configured within System > Setup > Lookup Table Definition.

• District Courses – Added through the Course > District Course screen. • Alt Types – Alternative IDs used to match courses to graduation requirements,

configured within System > Setup > Lookup Table Definition. • Course Academic Types – Codes which define regular or honors classes,

configured within System > Setup > Lookup Table Definition. • Subject Area – Configured within System > Setup > Lookup Table Definition.

Reference: For more information on configuring these options, please see the Synergy SIS – Scheduling and Course Guide.

• GPA Definition – Configured within Grading > Setup > GPA Definition.

Note: For more information, please see GPA Definitions.

• Test Definitions – Created within Test History > Setup > Test Definition.

Reference: For more information on these options, please see the Synergy SIS – Test History Administration Guide.

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• Diploma Types – Configured within System > Setup > Lookup Table Definition. • Substitute Credit Reasons – Defines the reasons for credit substitutions. • Graduation Requirements – Configured within Grading > Setup > Graduation

Requirements.

Note: For more information, please see Adding Graduation Requirements.

• School Year and Term – Defined through the System > Setup > School Setup/District Setup/Organization screens, and the Attendance > Setup > District Calendar/School Calendar screens.

• Term Codes – Configured within System > Setup >Lookup Table Definition.

Reference: For more information on setting up the school year, please see the Synergy SIS – Attendance Administrator Guide.

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CUSTOMIZING TRANSCRIPT FORMAT The STU204 Student Transcript report contains information on courses, marks, test history, service learning hours, extracurricular achievements, and more. Administrators can set up multiple transcript formats to suit different needs.

Figure 9-1 - STU204 Student Transcript Report

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Users can set up multiple formats for transcripts. For example, a school district can have one format for students on a college prep track and another for pursuing a vocational track. Synergy allows a district to configure as many transcripts as needed. Each transcript option must have a unique name, but the Transcript Name Override on the General Display Options tab allows each option to display the same transcript name.

1. Navigate to Course History > Setup > Student Transcript Options.

Figure 9-2 - Student Transcript Options

2. Click Add. A new window appears.

Figure 9-3 - Add Student Transcript Options

3. Enter the Transcript Option Name. 4. Select the School Types for the transcript. 5. Click Save. The window closes.

Users can add additional options for the transcript once saved.

The Transcript Header Options control the header section, which contains information on the student and school.

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Figure 9-4 - Transcript Header Section

Users can customize the Header Style Options, Left Header Options, and Center Header Options.

Figure 9-5 - Student Transcript Options, Transcript Header Options

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Figure 9-6 - Student Transcript Options, Transcript Header Options cont.

The Transcript Body Options control the main body of the transcript, which contains course history records, progress summaries toward graduation requirements, achievements, and service learning information.

Figure 9-7 - Transcript Body Section

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Users can also customize the Test History, Schools Attended History, and Course Requirements information.

Figure 9-8 - Student Transcript Options, Transcript Body Options

Note: When using Suppress School Attended History with No Related Course History, School Attended History is excluded when there are no matching CHS records.

The Transcript Footer Options control the footer section, which contains the student GPA, class rank, notes, photo, immunization records, and legend information.

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Figure 9-9 - Transcript Footer Section

Users can customize the Footer Style Options, Left Footer Options, Right Footer Options, and Custom Content.

Figure 9-10 - Student Transcript Options, Transcript Footer Options

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Figure 9-11 - Student Transcript Options, Transcript Footer Options cont.

Users can customize the General Footer Options to include a signature and additional footer text.

Figure 9-12 - Student Transcript Options, General Footer Options

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Course Display Options

The Course Display Options tab controls how the list of courses displays in the body of the transcript. It also contains options for filtering the course history list and displays a legend for course types.

Figure 9-13 - Student Transcript Options, Course Display Options tab

The Display Options section contains Course ID Options, Course Title Options, Course Options, Course Header Options, and Course Footer Options.

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Figure 9-14 - Student Transcript Options, Course Display Options tab cont.

This section also contains the Work in Progress Options and CHS Filters.

Figure 9-15 - Student Transcript Options, Course Display Options tab cont.

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Note: Selecting Exclude WIP from CHS Filter bypasses the CHS Filter selection and allows all WIP qualified courses to be displayed on the transcript. Selecting Student Schedule under Display Work in Progress and checking Display Concurrent WIP allows concurrent WIP data to print.

Figure 9-16 - Student Transcript Options, Course Display Options tab cont.

Users can customize the Course History Format Type, Course History Term Summary GPA, and Course Types Legend.

Figure 9-17 - Student Transcript Options, Course Display Options tab cont.

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GPA Display Options

The bottom of the student transcript displays the overall GPA and overall class rank. The General Display Options tab > Page Footer Left Style section defines the format for GPA information. The GPA Display Options tab defines which GPA and type of class rank displays.

Tip: While users can assign multiple definitions in each GPA summary group, the transcript GPA area displays only one definition per group. For example, the current grading period can have both the current period and year-to-date definitions set as different GPA types inside of the same summary group.

Figure 9-18 - Student Transcript Options, GPA Display Options tab

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Graduation Requirements

The Graduation Requirements tab allows users to display a student’s graduation progress on transcripts. Users can select which requirement definition to display, and set options for Graduation Requirements Test Columns, Results to Exclude, and Verified Credits Options.

Users must check the Display Credit Summary option on the General Display Options tab to have graduation requirements display.

Figure 9-19 - Student Transcript Options, Graduation Requirements tab

Note: For more information, please see Adding Graduation Requirements.

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Additional Student Tests

Users must check the Display Additional Test History option on the General Display Options tab to have additional tests display.

1. Next to the Ad-Hoc Test Definition grid, click Add. The StudentTranscriptOptionsTestDetail page opens. Mandatory fields are green.

Figure 9-20 - Student Transcript Options Test Detail

2. Click the grey arrow next to Test Name. The Find: Test screen opens.

Figure 9-21 - Find: Test

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3. Use the search criteria to find the required test, and then click Select. The window closes.

4. Enter the Test Display Name. 5. Select the Admin Begin and Admin End dates. 6. Check the option Exclude Failed Test, if necessary. 7. Select the Test Objective and Test Part. 8. Select the Test Display Type. This determines which attempt displays within the

Student Graduation Check Report. • Show Most Recent – Displays the most recent attempt. • Show Highest Score – Displays the test with the highest score. • Show Highest Perf Lvl, Most Recent – Displays the test with the highest

performance level or the most recent test. • Show Highest Perf Lvl, Highest Score – Displays the test with the highest

performance level or the test with the highest score. • Show All – Displays all test attempts.

9. Administrators can define up to three types of passing criteria. If using multiple types, students that meet any type fulfill requirements.

a. Select the Test Level and enter the Test Required Minimum Score. b. Check the Performance Levels acceptable for the test. c. Check the Pass Fail options required.

10. Click Save. The window closes.

Figure 9-22 - Student Transcript Options, Additional Student Tests tab

11. Enter the Test Order for tests to display in. 12. Select the results that should display on the transcript using the checkboxes in the

grid. 13. Click Show Detail to modify a test definition.

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Figure 9-23 - Ad-Hoc Test Definition, detail view

14. Click Save.

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Grade Point Options

The Grade Point Options tab modifies the information displayed in the GPA section of the transcript. Users can enter Legend Label Overrides to show alternate title, header, and footer information. Users can also enter Grade Point Legend options to set the Order, Mark Name, Normal Grade Point, and Honors Grade Point.

Figure 9-24 - Student Transcript Options, Grade Point Options tab

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TEST HISTORY OVERRIDES Users can override the Graduation Requirements Test History grid for the STU204 – Student Transcript and CHS202 – Student Grad Requirement Profile reports.

1. Navigate to System > Setup > Report Options. 2. Select Menu > Populate Grids to populate values.

Figure 9-25 - Report Options

3. Enter the Override Label for each row in the grids. If left blank, the report prints with the default label.

4. Click Save.

Figure 9-26 - STU204 Student Transcript Test History output, CHS202 Student Graduation Requirement Profile Test Requirements output

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ELEMENTARY TRANSCRIPTS Elementary Transcripts can include work in progress from Course History as well as Grade Book. Report card types must be configured within Grade Book before configuring elementary transcripts.

Reference: For more information on report card types, please see the Synergy SIS – Grade Book Administrator Guide.

Enabling Elementary Transcripts

Administrators enable elementary transcripts within the System > Setup > School Setup.

• Update Course History From – Select Gradebook. • CHS Posting Type – Select Post to Elementary Report Card History.

Figure 9-27 - School Setup, Grading Options

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Creating Elementary Transcripts

1. Navigate to Course History > Setup > Report Card History Options. 2. Click Add. A new window opens. Mandatory fields are green.

Figure 9-28 - Add Report Card History Option

3. Enter the Definition Name. 4. Enter the Legend 1 Name, for the first legend used on the transcript. 5. Click Add to create a new Legend 1 Definition option.

a. Enter the Legend Order. b. Enter the Legend Description.

6. Repeat steps 4 and 5 to create a Legend 2 Name and Definition, if required. 7. Check the Grades to Process. 8. Check Use the report card history descriptions to use report card rows imported

from Grade Book. 9. Click Add to create a new Report Card Group Order.

a. Enter the Group Order. b. Select the Standard Group.

10. Edit the Signature Text, if required. 11. Click Save. The window closes.

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Chapter Ten STUDENT GRADUATION CHECK

REPORT

This chapter covers the following topics:

► Student Graduation Report Checklist ► Customizing Report Format ► CHS Display ► Report Message Areas

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STUDENT GRADUATION REPORT CHECKLIST The CHS404 Student Graduation Check Report uses data from several other configurations within Synergy SIS. Prior to configuring the report, the following definitions must be set up to populate information:

• Marks – Configured within Grading > Setup > Mark Definition. • Repeat Tags – Designate if a student takes a course more than once, and

configured within Grading > Setup > Repeat Tag Definition. • Grading – Grading periods and mark calculations, configured within Grading >

Setup > Grading Setup.

Reference: For more information on configuring these options, please see the Synergy SIS – Grading Administrator Guide.

• Course History Type – Codes that define courses with a particular school level, configured within System > Setup > Lookup Table Definition.

• District Courses – Added through the Course > District Course screen. • Alt Types – Alternative IDs used to match courses to graduation requirements,

configured within System > Setup > Lookup Table Definition. • Course Academic Types – Codes which define regular or honors classes,

configured within System > Setup > Lookup Table Definition. • Subject Area – Configured within System > Setup > Lookup Table Definition.

Reference: For more information on configuring these options, please see the Synergy SIS – Scheduling and Course Guide.

• GPA Definition – Configured within Grading > Setup > GPA Definition.

Note: For more information, please see GPA Definitions.

• Test Definitions – Created within Test History > Setup > Test Definition.

Reference: For more information on these options, please see the Synergy SIS – Test History Administration Guide.

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• Graduation Requirements – Configured within Grading > Setup > Graduation Requirements.

Note: For more information, please see Adding Graduation Requirements.

• School Year and Term – Defined through the System > Setup > School Setup/District Setup/Organization screens, and the Attendance > Setup > District Calendar/School Calendar screens.

Reference: For more information on setting up the school year, please see the Synergy SIS – Attendance Administrator Guide.

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The CHS404 Student Graduation Check Report displays the student’s progress towards meeting graduation requirements. It displays a student’s course history, test results, GPA, class rank, service learning hours, and subject area credit progress.

Figure 10-1 - CHS404 Student Graduation Check Report

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CUSTOMIZING REPORT FORMAT The Graduation Requirement Profile Definition screen customizes the layout of the Student Graduation Check Report.

1. Navigate to Grading > Setup > Graduation Requirement Profile Definition. 2. Click Add. A new window opens. Mandatory fields are green.

Figure 10-2 - Add Graduation Profile Definition

3. Enter the Name and Print Name for the report. The Print Name appears as the section title for the Credit content box.

4. Select the Page Size. 5. Select the Display Logo As option: School Logo or District Logo. 6. Select the Display Student ID As options: SIS Number, State ID Number, or SIS

and State ID Number. 7. Click Save. The window closes.

After creating the definition, click Add next to Step 1: Define Columns to create columns in the report. Each column takes up a percentage of the page, which must total 100%.

Tip: While users can create any number of columns, the recommended maximum is two. Content added within Step 2 may not display accurately into three or more columns.

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Figure 10-3 - Graduation Requirement Profile Definition

The Step 2: Define Content section identifies the content that displays within the report.

1. Click Add. A new line appears. 2. Select the Column for the content. 3. Select the Sort Order. 4. Select the Content Type.

• Check List – Displays a checklist of graduation requirements, and indicates which ones the student has completed. The recommended minimum percentage for this box is 30%.

Note: The Check List and Course History options do not display in the checklist column, even if selected.

• Course History – Displays a list of courses taken by the student, marks attained, and credits attempted/completed. The recommended minimum percentage for this box is 31% for a one column display, 62% for a two column display, and 96% for a three column display.

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Note: The Rows per Page option allows users to print the specified number of rows for a student’s Course History data across multiple pages on the CHS404 Course History Report. If this field is blank, the report prints normally.

• Course Requirements – Displays credits earned for course requirements, such as Honors or AP credits. The recommended minimum percentage for this box is 36%.

• Credit – Displays a list of all subject areas and credits required for each area. The recommended minimum percentage for this box is 36%.

• Credit Custom – Displays a list of credits customized by the user. • Credit Waivers – Displays waivers applied to a student’s graduation

requirements. • GPA and Total Credit – Displays the GPA and class rank for the student. It also

displays an overall number of credits attempted, completed, and required for graduation. The recommended minimum percentage for this box is 33%.

• Grad Req Tests – Displays performance on tests required for graduation. • Service Learning – Displays the total number of service learning hours

completed. The recommended minimum percentage for this box is 37%. • Service Learning Reg – An alternate display for service learning requirements. • Subject Area – Displays credits earned towards a subject area chosen by the

user. • Test – Displays all tests required for graduation, with the date attempted and

pass/fail status. The recommended minimum percentage for this box is 35%. • Verified Credit – Displays all discipline areas and the number of credits

required to complete each area. The recommended minimum percentage for this box is 36%.

5. Check Print Detail to print detailed information into the content area. 6. Under Section Title, check Print if the title should display on printed reports. 7. Enter the Title to display for the section. 8. Click Save.

Note: The Summary column displays Missing Graduation Requirement Definition for any content not defined within Grading > Setup > Graduation Requirements. For more information, please see Adding Graduation Requirements.

Selecting a row and clicking Show Detail brings up additional options for customization, based on which content type is in use. Users must select the Associated Graduation Requirement for each section. The Check List type is the only type with no corresponding graduation requirement. Users can also include a Grade Level Based Message to notify students of specific details.

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Figure 10-4 - Define Content, GPA and Total Credit detail

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CHS DISPLAY The CHS Display tab further defines the information displayed within the Course History section of the report.

Figure 10-5 - Graduation Requirement Profile Definition, CHS Display tab

Users can customize the School Name, Course Titles, Grouping Type, and Work In Progress information.

Note: Select Student Schedules under the Display Work In Progress dropdown and Full Year under the Work In Progress dropdown to include concurrent WIP.

The Course Source Options for District/Non-District Course History fields allow users to choose whether the course title comes from Course History or District Course. For example, many schools define a generic electives transfer course within District Course, and then enter the exact course name within Course History.

The CHS Letter Code Type creates a column between the course ID and course title which indicates the course type. If using Transcript Mode, the College Prep Code field indicates college preparatory courses.

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REPORT MESSAGE AREAS The Messages tab allows users to customize the Student Graduation Check Report with customized messages that report if a student has passed required content.

Figure 10-6 - Graduation Requirement Profile Definition, Messages tab

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Chapter Eleven SECURITY

This chapter covers the following topics:

► Grading Security ► Course History Security

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The PAD Security (System > Security > PAD Security) and the Security Definition screen (System > Security > Security Definition) define security for each of the screens discussed in this guide. This chapter outlines the security location for each of the Scheduling and Course screens within Security Definition.

Note: While the Security Definition screen contains report security options, Edupoint recommends that users only secure reports through PAD Security.

Reference: For more details regarding security definitions, please see the Synergy SIS – Security Administrator Guide.

GRADING SECURITY District GPA Types

The node K12.GradingInfo.GPAInfo.Setup.GPADefType controls the Grading > Setup > District GPA Types screen, except where noted.

Figure 11-1 - District GPA Types

The node K12.GradingInfo.GPAInfo.Setup.GPADefTypeSchoolType controls the GPA Types Definition detail view > Mandatory Opt In School Types section.

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Figure 11-2 - District GPA Types, GPA Types Definition detail view

The following security node does not provide a visible change in security:

K12.GradingInfo.GPAInfo.Setup.GPADefTypeUI

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GPA Definition

The node K12.GradingInfo.GPAInfo.Setup.GPADef controls the Grading > Setup > GPA Definition > GPA tab.

Figure 11-3 - GPA Definition, GPA tab

To only control portions of the GPA tab, use the following security nodes:

• K12.CourseHistoryInfo.RepeatTagGPALst controls the Repeat Tags section. • K12.GradingInfo.GPAInfo.Setup.GPADefGrdFilter controls the Grade Level and

Calendar Month CHS Filter. • K12.GradingInfo.GPAInfo.Setup.AcademicAddTypeUI controls adding

Academic Tree types.

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• K12.GradingInfo.GPAInfo.Setup.GPADefAca controls deleting Academic Tree types.

o To further secure the Academic Tree, the node K12.GradingInfo.GPAInfo.Setup.GPADefAcaMark controls Alpha marks.

Figure 11-4 - Academic Tree detail

o The node K12.GradingInfo.GPAInfo.Setup.GPADefAcaMarkNum controls Numeric marks.

Figure 11-5 - Academic Tree detail, cont.

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The node K12.GradingInfo.GPAInfo.Setup.GPADefAlt controls the GPA Definition > Course Filter tab.

Figure 11-6 - GPA Definition, Course Filter tab

The node K12.GradingInfo.GPAInfo.Setup.GPADefTermsLst controls the GPA Definition > Additional Course Filtering tab.

Figure 11-7 - GPA Definition, Additional Course Filtering tab

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Multiple nodes control the CDW Definition tab:

Figure 11-8 - GPA Definition, CDW Definition tab

• K12.GradingInfo.GPAInfo.Setup.GPADefCumDiffWtAcademicType controls the Academic Type Credit Values section.

• K12.GradingInfo.GPAInfo.Setup.GPADefCumDiffWtPrescribedLoad controls the Prescribed Load section.

• K12.GradingInfo.GPAInfo.Setup.GPADefCumDiffWTAdditionalCreditGrid controls the Additional Credit Values section.

The following security nodes do not provide a visible change in security:

K12.GradingInfo.GPAInfo.Setup.GPADefTerms K12.GradingInfo.GPAInfo.Setup.GPADefTerms K12.GradingInfo.GPAInfo.Setup.UpdateGPA K12.GradingInfo.GPAInfo.GPAHelper

K12.GradingInfo.GPAInfo.GradeRollover K12.GradingInfo.GPAInfo.SchoolYearGPARun K12.GradingInfo.GPAInfo.StudentGPA K12.GradingInfo.GPAInfo.UpdateGPA

K12.GradingInfo.GPAInfo.SetupAcademicTypeUI K12.GradingInfo.GPAInfo.Setup.GradeCalcGrid K12.GradingInfo.GPAInfo.Setup.GradeCourseCBL

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Graduation Requirement Profile Definition

The node K12.GradeInfo.GradReqInfo.Setup.GradReqProfileDef controls the Grading > Setup > Graduation Requirement Profile Definition screen, except where noted.

Figure 11-9 - Graduation Requirement Profile Definition, General Options tab

Other nodes control certain areas on the General Options tab:

• The node K12.GradeInfo.GradReqInfo.Setup.GradReqProfileDefColumn controls the Step 1: Define Columns section.

• The node K12.GradeInfo.GradReqInfo.Setup.GradReqProfileDefContent controls the Step 2: Define Content section.

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Figure 11-10 - Graduation Requirement Profile Definition, Define Content detail

• The node K12.GradeInfo.GradReqInfo.Setup.GradReqProfileDefContentMSG controls the Define Content detail view > Grade Level Based Message section.

• The node K12.GradeInfo.GradReqInfo.Setup.GradReqProfileDefContentGPA controls the Define Content detail view > GPAs section.

• The node K12.GradeInfo.GradReqInfo.Setup.GradReqProfileDefContentSubject controls the Define Content detail view > Subject Areas section.

Figure 11-11 - Graduation Requirement Profile Definition, Define Content detail cont.

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The following security nodes do not provide a visible change in security:

K12.GradeInfo.GradReqInfo.Setup.GradReqProfileDefCHSType

K12.GradeInfo.GradReqInfo.Setup.GradReqProfileDefUI

Graduation Requirements

Separate nodes control each tab and section of the Grading > Setup >Graduation Requirements screen.

Figure 11-12 - Graduation Requirements, Options tab

The node K12.GradeInfo.GradReqInfo.GradReqDefYear controls the Copy Class Of/New Class Of/Delete Class Of buttons.

The node K12.GradeInfo.GradReqInfo.GradReqDef controls the Requirement Information section.

The node K12.GradeInfo.GradReqInfo.GradReqDefCourseHistoryType controls the CHS Type Filter section.

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Multiple security noes control the Class Of Credit tab:

Figure 11-13 - Graduation Requirements, Class of Credit tab

• K12.GradeInfo.GradReqInfo.GradRequirementsUI controls the Default Subject Area list and Grade Range Filters section.

• K12.GradeInfo.GradReqInfo.GradReqDefSubYear controls the Graduation Credit Class Requirements grid.

Figure 11-14 - Graduation Requirements, Class of Credit tab

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• K12.GradeInfo.GradReqInfo.GradReqDefYearAlt controls the Alt Types section. • K12.GradeInfo.GradReqInfo.GradReqDefYearMarkLst controls the Passing

Marks section. • K12.GradeInfo.GradReqInfo.GradReqDefYearMsgGeneric controls the Credit

Messages section. • K12.GradeInfo.GradReqInfo.GradReqDefYearExceptionGrid controls the Mark

Exceptions section. • K12.GradeInfo.GradReqInfo.GradReqDefYearLevelAlt controls the Alt Types

section. • K12.GradeInfo.GradReqInfo.GradReqDefYearAcaTypeList controls the Course

Requirements sections > Academic Type options.

Figure 11-15 - Graduation Requirements, Class of Credit tab cont.

Multiple security nodes also control the detail view of the Graduation Credit Class Requirements grid:

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Figure 11-16 Graduation Requirements, Graduation Credit Class Req. detail

• K12.GradeInfo.GradReqInfo.GradReqDefYearSubCHSType controls the CHS Type Filter Modifier section.

• K12.GradeInfo.GradReqInfo.GradReqDefYearSubCrdReqCHSType controls the CHS Types Reducing Credits Required section.

o K12.GradeInfo.GradReqInfo.GradReqDefYearSubCrdReqCHSTypeAlt controls the CHS Types Reducing Credits Required detail view.

Figure 11-17 Graduation Requirements, CHS Types detail

• K12.GradeInfo.GradReqInfo.GradReqDefSubYear controls the Legend section and the Subject Area grid.

• K12.GradeInfo.GradReqInfo.GradReqDefYearSubAlt controls the Course Alt Types grid.

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Figure 11-18 - Graduation Requirements, Graduation Credit Class Req. detail cont.

• K12.GradeInfo.GradReqInfo.GradReqDefYearSubTest controls the Tests grid. • K12.GradeInfo.GradReqInfo.GradReqDefYearSubMsg controls the Messages

section. • K12.GradeInfo.GradReqInfo.GradReqDefYearSubCond1 controls the

Conditions section. • K12.GradeInfo.GradReqInfo.GradReqDefYearSubCap controls the Caps section.

The node K12.GradeInfo.GradReqInfo.GradReqDefVC controls the Class of Verified Credit tab, except where noted.

Figure 11-19 - Graduation Requirements, Class of Verified Credit tab

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The node K12.GradeInfo.GradReqInfo.GradReqDefVCDiscipline controls the Verified Credit Requirements detail view.

Figure 11-20 - Graduation Requirements, Verified Credit Requirements detail

Multiple security nodes control the Class of Test Groups tab:

Figure 11-21 - Graduation Requirements, Class of Test Groups tab

• K12.GradeInfo.GradReqInfo.GradReqDefTestGroupYear controls the Graduation Test Result Class Requirements grid.

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• K12.GradeInfo.GradReqInfo.GradReqDefYearMsgNoTestsTaken controls the Not Taken Messages section.

• K12.GradeInfo.GradReqInfo.GradReqDefYearMsgAllTestsPassed controls the Pass Messages section.

Multiple security nodes also control the detail view of the Graduation Test Result Class Requirements grid.

Figure 11-22 - Graduation Requirements, Graduation Test Result Class Requirements detail

• K12.GradeInfo.GradReqInfo.GradReqDefTestGroupYearTest controls the Qualifying Tests section.

• K12.GradeInfo.GradReqInfo.GradReqDefYearTestMsgPass controls the Pass Messages section.

• K12.GradeInfo.GradReqInfo.GradReqDefYearTestMsgFail controls the Fail Messages section.

• K12.GradeInfo.GradReqInfo.GradReqDefYearTestMsgNotTaken controls the Not Taken Messages section.

• K12.GradeInfo.GradReqInfo.GradReqDefTestGroupYearWorkSampleGrid controls the Work Samples section.

• K12.GradeInfo.GradReqInfo.GradReqDefTestGroupYearWorkSampleStrand Grid controls the Work Sample Strand Options.

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Three nodes control the Test Requirement Part Definition screen:

Figure 11-23 - Test Requirement Part Definition

• K12.GradeInfo.GradReqInfo.GradReqDefTestGroupYearTestPerfLst controls the Passing Performance Levels section.

• K12.GradeInfo.GradReqInfo.GradReqDefTestGroupYearTestPassLst controls the Pass/Fail Options section.

• K12.GradeInfo.GradReqInfo.GradReqDefTestGroupYearTest controls the Score Criteria and Grade Options sections.

The node K12.GradeInfo.GradReqInfo.GradRequirementsUI controls the Class Of GPA and Class Of Service Learning tabs.

Figure 11-24 - Graduation Requirements, Class of GPA tab

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Figure 11-25 - Graduation Requirements, Class of Service Learning tab

The following security nodes do not provide a visible change in security:

K12.GradeInfo.GradReqInfo.GradReqDefMark K12.GradeInfo.GradReqInfo.GradReqDefSub K12.GradeInfo.GradReqInfo.GradReqDefSubGrid K12.GradeInfo.GradReqInfo.GradReqDefSubYear

Detail K12.GradeInfo.GradReqInfo.GradReqDefTestDef K12.GradeInfo.GradReqInfo.GradReqDefTestDef

Year K12.GradeInfo.GradReqInfo.GradReqDefTestDef

YearDetail K12.GradeInfo.GradReqInfo.GradReqDefTest

Group K12.GradeInfo.GradReqInfo.GradReqDef

TestGroupTest K12.GradeInfo.GradReqInfo.GradReqDefTest

GroupTestPassLST K12.GradeInfo.GradReqInfo.GradReqDefTestGroup

TestPerfLST K12.GradeInfo.GradReqInfo.GradReqDefUI

K12.GradeInfo.GradReqInfo.GradReqDefYearMsg K12.GradeInfo.GradReqInfo.GradReqDefYear TestMsg

K12.GradeInfo.GradReqInfo.GradReqTree K12.GradeInfo.GradReqInfo.StudentGradReq

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School GPA Types

The node K12.GradingIngo.GPAInfo.Setup.GPADefTypeGrid secures the Grading > Setup > School GPA Types screen.

Figure 11-26 - School GPA Types

The following security node does not provide a visible change in security:

K12.GradingInfo.GPAInfo.Setup.SchoolGPADefType

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COURSE HISTORY SECURITY Career Plan

The node K12.GradeInfo.GradReqInfo.CareerPlan controls the Career Plan Name, Graduation Requirement, Career Cluster, Description, and the Add/Delete functions.

Figure 11-27 - Career Plan

The node K12.GradeInfo.GradReqInfo.CareerPlanGrade controls the Grade selection.

The node K12.GradeInfo.GradReqInfo.CareerPlanSubjectArea and K12.GradeInfo.GradReqInfo.CareerPlanSubjectAreaGrid control the Courses by Subject Area and any changes to Course Group or course assignment.

The node K12.GradeInfo.GradReqInfo.CareerPlanCourseGrid controls the Courses by Subject Area detail view > Courses grid.

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Figure 11-28 - Career Plan, Courses by Subject Area detail

The following security nodes do not provide a visible change in security:

K12.GradeInfo.GradReqInfo.CareerPlanUI

K12.GradeInfo.GradReqInfo.CareerPlanCourse

Career Plan Course Group

The node K12.GradeInfo.GradReqInfo.CareerPlanCourseGroup controls the Group Name, Default Option, and the Add/Delete functionality.

Figure 11-29 - Career Plan Course Group

The node K12.GradeInfo.GradReqInfo.CareerPlanCourseGroupOption controls the Options grid.

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The node K12.GradeInfo.GradReqInfo.CareerPlanCourseGroupOptionCourse controls the Options detail view > Courses grid.

Figure 11-30 - Career Plan Course Group, Options detail

CTE Programs

The node K12.CourseInfo.CTEProgram controls the top section of the Course History > CTE Programs screen and the Add/Delete functionality.

Figure 11-31 - CTE Programs

The node K12.CourseInfo.CTEProgramCareerCluster controls the Career Clusters section.

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The node K12.CourseInfo.CTEProgramToCourse controls the Courses grid.

Figure 11-32 - CTE Programs, cont.

The node K12.CourseInfo.CourseToCTEProgram controls the Course > District Course > CTE Programs section.

Figure 11-33 - District Course, Description tab, CTE Programs section

The following security node does not provide a visible change in security:

K12.CourseInfo.CTEProgramUI

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Service Learning Setup

The node K12.ServiceLearningInfo.Setup.ServiceLearningLevel controls the Course History > Setup > Service Learning Setup screen.

Figure 11-34 - Service Learning Setup

The following security node does not provide a visible change in security:

K12.ServiceLearningInfo.Setup.ServiceLearningLevelUI

Student Transcript Options

The node K12.CourseHistoryInfo.StudentTranscriptOptions controls the Course History > Setup > Student Transcript Options screen, except where noted.

Figure 11-35 - Student Transcript Options

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Two nodes control portions of the Course Display Options tab:

Figure 11-36 – Student Transcript Options, Course Display Options tab

• K12.CourseHistoryInfo.StudentTranscriptOptionsCHSType controls the Course History Type section.

• K12.CourseHistoryInfo.StudentTranscriptOptionsLegendGrid controls the Course Types Legend section.

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Figure 11-37 - Student Transcript Options, Course Display Options tab cont.

The node K12.CourseHistoryInfo.StudentTranscriptOptionsTest controls the Additional Student Tests tab.

Figure 11-38 - Student Transcript Options, Additional Student Tests tab

Two nodes control portions of the Ad-Hoc Test Definition detail view:

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Figure 11-39 - Student Transcript Options, Ad-Hoc Test Definition detail

• K12.CourseHistoryInfo.StudentTranscriptOptionsTestPerfLst controls the Performance Level sections.

• K12.CourseHistoryInfo.StudentTranscriptOptionsTestPassLst controls the Pass Fail section.

The node K12.CourseHistoryInfo.StudentTranscriptOptionsGradeLegend controls the Grade Point Options tab > Grade Point Legend section.

Figure 11-40 - Student Transcript Options, Grade Point Options tab

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The following security node does not provide a visible change in security:

K12.CourseHistoryInfo.StudentTranscriptOptionsUI

Work Sample Definition

The node K12.CourseHistoryInfo.WorkSampleDefTree controls the Course History > Setup > Work Sample Definition screen.

Figure 11-41 - Work Sample Definition

The node K12.CourseHistoryInfo.WorkSampleScoreGroupGrid controls the Score Definition tab.

Figure 11-42 - Work Sample Definition, Score Definition tab

The node K12.CourseHistoryInfo.WorkSampleOptions controls the Options tab.

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Figure 11-43 - Work Sample Definition, Options tab

The following security nodes do not provide a visible change in security:

K12.CourseHistoryInfo.WorkSampleDef K12.CourseHistoryInfo.WorkSampleDefUI K12.CourseHistoryInfo.WorkSampleDetailGrdLst K12.CourseHistoryInfo.WorkSampleDoesNotMeet

Lst K12.CourseHistoryInfo.WorkSampleExceedsLst K12.CourseHistoryInfo.WorkSampleMeetsList

K12.CourseHistoryInfo.WorkSampleScore K12.CourseHistoryInfo.WorkSampleScoreDef K12.CourseHistoryInfo.WorkSampleScore K12.CourseHistoryInfo.WorkSampleScoreDef

K12.CourseHistoryInfo.WorkSampleScoreDefGrid K12.CourseHistoryInfo.WorkSampleScoreGrid K12.CourseHistoryInfo.WorkSampleScoreGroup

Student Career Plan

Multiple nodes control the Course History > Student Career Plan screen:

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Figure 11-44 - Student Career Plan

• K12.CareerPlanInfo.StudentCareerPlan controls the Career Plan dropdown list, and the Post Secondary Plans tab > Post Secondary Option dropdown list.

• K12.CareerPlanInfo.StudentCareerPlanGrid controls the Courses By Subject Area grid.

The nodes K12.CareerPlanInfo.StudentCareerPlanCourse and K12.CareerPlanInfo.StudentCareerPlanCourseGrid control the Courses By Subject Area detail view, and adding/deleting courses from each subject area.

Figure 11-45 - Student Career Plan, Courses by Subject Area detail

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Multiple nodes control the Inventories Skills/Interests tab:

Figure 11-46 - Student Career Plan, Inventories Skills/Interests tab

• K12.CareerPlanInfo.StudentSkillsInventory controls the Skills grid. • K12.CareerPlanInfo.StudentInterestInventory controls the Interests grid.

The node K12.CareerPlanInfo.StudentCareerPlanAttachDoc controls the Documents tab.

Figure 11-47 - Student Career Plan, Documents tab

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The node K12.CareerPlanInfo.StudentPostSecondaryInstitutions controls the Post Secondary plans tab.

Figure 11-48 - Student Career Plan, Post Secondary Plans tab

The following security node does not provide a visible change to security:

K12.CareerPlanInfo.StudentCareerPlanUI

Student Course History

The node K12.CourseHistoryInfo.StudentCourseHistory controls the Course History > Student Course History > Course History tab.

Figure 11-49 - Student Course History

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The node K12.CourseHistoryInfo.StudentCourseHistoryGrid controls the Courses grid.

The node K12.CourseHistoryInfo.CourseHistoryGPAGrid controls the GPA tab.

Figure 11-50 - Student Course History, GPA tab

Multiple nodes control the Graduation Requirements tab:

Figure 11-51 - Student Course History, Graduation Requirements tab

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• K12.CourseHistoryInfo.StudentCourseHistoryGradReqGrid controls the Course Credit Requirements section.

• K12.CourseHistoryInfo.StudentCourseHistoryGradReqVCGrid controls the Verified Credits section.

• K12.CourseHistoryInfo.StudentCourseHistoryGradReqTestGrid controls the Testing Requirements section.

• K12.CourseHistoryInfo.StudentCourseHistoryCourseReqGrid controls the Course Requirements section.

The node K12.CourseHistoryInfo.StudentAchievement controls the Achievements tab.

Figure 11-52 - Student Course History, Achievements tab

The node K12.CourseHistoryInfo.StudentRequestTracking controls the Request Tracking tab.

Figure 11-53 - Student Course History, Request Tracking tab

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The node K12.CourseHistoryInfo.StudentGradeCommentHistory controls the Grade Comment History tab.

Figure 11-54 - Student Course History, Grade Comment History tab

Multiple nodes control the Waivers tab:

Figure 11-55 - Student Course History, Waivers tab

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• K12.CourseHistoryInfo.StudentCourseHistoryWaiverArea controls the Subject Area Waivers section.

• K12.CourseHistoryInfo.StudentCourseHistoryWaiverColl controls the College Waivers section.

• K12.CourseHistoryInfo.StudentCourseHistoryWaiverUniv controls the University Waivers section.

• K12.CourseHistoryInfo.StudentCourseHistoryWaiver controls the Requirement Waivers section.

The node K12.CourseHistoryInfo.StudentStandardsHistory controls the Standards History tab.

Figure 11-56 - Student Course History, Standards History tab

The node K12.CourseHistoryInfo.StudentReportCardHistory controls the Elementary Report Card History tab.

Figure 11-57 - Student Course History, Elementary Report Card History tab

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The following security nodes do not provide a visible change in security:

K12.CourseHistoryInfo.StudentCourseHistoryUI K12.CourseHistoryInfo.StudentCourseHistoryVC TestGrid

K12.CourseHistoryInfo.StudentCourseHistoryVC UpdateUI

Non-District School

No security node controls the System > Setup > Non-District School screen.

Figure 11-58 - Non-District School

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Student CTE

Multiple nodes control the Course History > Service Learning Setup screen:

Figure 11-59 - Student CTE

• K12.CourseHistoryInfo.StudentCTE controls the CTE to Report and Career Cluster to Report lists.

• K12.CourseHistoryInfo.StudentCTESpcPopCd controls the Special Populations Code section.

• K12.CourseHistoryInfo.StudentCTEProgram controls the CTE Programs grid.

The following security node does not provide a visible change in security:

K12.CourseHistoryInfo.StudentCTEUI

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Student School Attended History

The node K12.CourseHistoryInfo.SchoolAttendedHistory controls the Course History > Student School Attended History screen.

Figure 11-60 - Student School Attended History

The following security node does not provide a visible change in security:

K12.CourseHistoryInfo.SchoolAttendedHistoryUI

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Student Service Learning

The node K12.ServiceLearningInfo.StudentServiceLearning controls the Course History > Student Service Learning screen.

Figure 11-61 - Student Service Learning

The following security nodes do not provide a visible change in security:

K12.ServiceLearningInfo.StudentServiceLearningTotals

K12.ServiceLearningInfo.StudentServiceLearningUI

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Update Student Course History

Multiple nodes control the Course History > Update Student Course History screen:

Figure 11-62 - Update Student Course History

• The node K12.CourseHistoryInfo.StudentCourseHistoryMassCopyGradePeriodGrid controls the Course History Copy grid.

• The node K12.CourseHistoryInfo.Setup.SchoolYearCourseHistoryPushbackGrade controls the Options section.

Figure 11-63 - Update Student Course History, cont.

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• The node K12.CourseHistoryInfo.Setup.SchoolYearCourseHistoryPushbackCourseFilter controls the Masking Options section.

Figure 11-64 - Update Student Course History, cont.

The following security nodes do not provide a visible change in security:

K12.CourseHistoryInfo.StudentCourseHistoryMass CopyMaskGrid

K12.CourseHistoryInfo.StudentCourseHistory MassCopyUI

K12.CourseHistoryInfo.Setup.SchoolYearCourseHistory Pushback

K12.CourseHistoryInfo.CHSVerifiedCredit MassUpdateUI

Update Student CTE

The node K12.CourseHistoryInfo.StudentCTEUpdate controls the Course History > Update Student CTE screen.

Figure 11-65 - Update Student CTE