Users need to. register for an account. Registration is not bound by district staff Login information is not that of your Skyward login.

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1 Tip/Trick Location Security Image Skyward Shortcut Tutorial: Skyward FAQ Keyboard Shortcuts Skyward Forum: User populated Q&A Skyward Forum Users need to along with information shared by register for an account Skyward link from Skydoc Registration is not bound by district staff Login information is not that of your Skyward login Mini Webinars: recordings generally less than five minutes in length that provide overview of different functions Skyward Academy: Mini Webinars and Skyward Academy webinars can be found here Skyward Forum Skydoc Skydoc Users need to register for an account Registration is not bound by district staff Login information is not that of your Skyward login Functionality described here may vary in availability depending upon your district configuration. 1

2 Release Note Indicators: An Set this up under indicator is displayed next to items that PS\CA\DS\CF\WC have new Release Notes. Clicking the Throughout indicator will go to the Release Note. Red Indicator is displayed when release notes exist for the customer s current release version. Gray Indicator is displayed when release notes exist prior to the customer s version (for their current major release) Double Click Menu Path: Allows users to easily copy the Menu Path, can be shared with others. Throughout Click the bold heading of the screen Entering Dates: Within any date field you may press Y to automatically fill in yesterday s date, press T to automatically fill in today s date, or press R to automatically fill in tomorrow s date. *Some internet browser may require CTRL + character. Using the + or - to increment the date entered by one day. On a Time field you may press the T to set the current time Preferences: Allows users to establish their setup to their needs and personal style Throughout Top right of screen Functionality described here may vary in availability depending upon your district configuration. 2

3 Account Number Entry: Account numbers can be entered by account dimension. Individual users will have the ability have the screen automatically appear when in any screen where an account number is entered by Checking Look Up Accounts by Account Dimension in their Preferences screen. Favorites: Allows users to have shortcuts to locations of their choice, commonly the area they frequently navigate to User Dashboard Top Menu Bar Recent Navigation: Allows users to quickly locate and navigate to recent locations Top left of screen Functionality described here may vary in availability depending upon your district configuration. 3

4 New Window: Allows users to open Top right of screen additional windows without having to navigate from one location to another Hot Keys: Using the Alt + the alpha character underlined in the location you are in will do the same thing as a mouse click Throughout Filter and Quick Filter: Allows users to customize the data seen on the browse screens Throughout in Browse Screens Functionality described here may vary in availability depending upon your district configuration. 4

5 Customize Employee Profile: User Employee Profile can manage the tabs on the left hand side. Blue I /Hyperlink Employee Name: Allows users access to the Employee Access Employee Tab Employee Profile Scheduled and Monitoring Tasks: Allows users the ability to automate the running of reports Monitoring Tasks Print Queue Users will need security to WH\PQ or WF\PQ Scheduled Tasks Functionality described here may vary in availability depending upon your district configuration. 5

6 Rerun: Allows users the ability to Print Queue Users will need access printed reports in the Print Queue security to WH\PQ\RR and rerun to access the most recent or WF\PQ\RR data Save Report: Allows users the ability to save reports within a folder in the database Print Queue Users will need security to WH\PQ\SR or WF\PQ\SR District Calendar: Allows users the ability to share a calendar managed within Skyward rather than managing multiple external calendars Jump to the *Calendar Dashboard on the Home screen Users will need security to PS\CM and PS\EM Functionality described here may vary in availability depending upon your district configuration. 6

7 Dashboard Widgets: Employees and Security Users can make available various Widgets that users can then opt to place on their dashboard(s) Setup for this is located under PS\CA\DS\SP Security needed to PS\CA\DS\SP to make available widget options. No additional security necessary to use the widgets. Functionality described here may vary in availability depending upon your district configuration. 7

8 Processing Lists: Allows users to generate a list of employee or vendor names by a set report parameter or individual selection that can be then used to run for various reports. Create in Data Mining, used in reports throughout. No security needed to use however will need security to reports to create and use. Custom Form Importer: The Custom Forms Importer allows you to take a.csv file or an.xml file and import data from it into Custom Forms. It can import data into any of the areas that Custom Forms are used, and there are several different ways to get to it. PS\DA\CF PS\DA\CF Custom Form Importer Functionality described here may vary in availability depending upon your district configuration. 8