User Manual. PGP High School

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1 User Manual PGP High School This document was created to help schools utilize the web-based applications offered by DMAC Solutions. Click on the sections below or scroll to the next page to see step-by-step instructions. As always, please contact us if you have any questions! Contents: (click to view) Settings Student Search Individual Plans Plans: Creating/Modifying Notes, Files Forms & Audit Batch Operations Click here to watch Online Tutorial Accessible. Reliable. Secure. Supported. DMAC HELP DESK >

2 2 PGP High School Log in to DMAC Solutions at *Teacher passwords are automatically generated based on class roster uploads sent to DMAC. The DMAC District/Campus Administrators can create logins for other user roles. Click on PGP-HS or Student Portfolio* * PGP-HS is integrated within the Student Portfolio application. Student Portfolio is a free component of DMAC that aggregates individual assessment data (state and local), DMAC plans (RtI, PGP-I, PGP-HS and SSI), and Notes, Files and Forms related to individual students K-12. Navigating NOTE: DMAC offers two modules to help schools create personal graduation plans at the middle school/junior high and high school campuses. Both PGP-I and PGP-HS are offered for the combined price of $400 per campus. Schools who purchase one, get the other for no additional cost. Student Portfolio will appear in the black bar at the top of the screen when entering: Student Portfolio, RtI, PGP-I, PGP-HS and SSI. For detailed instructions on using the plans listed, please visit the Resources section of the DMAC website. > > After clicking the PGP-HS icon, you will be directed to the PGP-HS/Student Search screen in Student Portfolio. > > Note: To edit/create PGP-HS plans, a user must have a District or Campus Administrator/Manager role -- or be assigned as an Advisor in Settings. All other users will have Read-only access to students' plans through Student Portfolio. > > Select Campus/Grade/Student Name; click the search button. Partial names can be used when searching for students; search by grade level without identifying a campus to see students across multiple campuses.

3 3 Settings CUSTOMIZING SETTINGS Prior to using PGP-HS a District Administrator, Manager or User must establish settings for PGP-HS (i.e., advisors, custom courses, program of study and post secondary plans). It s recommended that only one user is identified to establish and maintain settings for their district. NOTE: It's recommended that your school reviews the established PGP-HS settings at least once a year. > > Click Settings or click on the Settings drop-down on the top of the page. Settings: Advisors > > Click add new to add an advisor > > Identify Campus and Role from the drop-down menu. Select advisors by checking names, and click save.

4 4 Icons: Custom Courses, Program of Study and Post Secondary Plans Select from the Master list to choose from available options Add selections not included on a Master list by clicking the Add New icon. Change the name or description of items by clicking the Edit icon. Copy a template Delete selected courses/programs of study/plans. Information tied to specific plans cannot be deleted and will generate an error message. Active File - to deactivate (or remove from list) Custom Courses NOTE: TEA courses (CO22 course table) are pre-loaded in DMAC so there is no need to set these up under custom courses (unless renaming them to accommodate scheduling) > > Select add new to create a custom course > > Type Name, select Content Area and enter Credit > > Select Local or State; click save

5 5 Program of Study > > Click add new to create a new Program of Study. > > Select Endorsement - Name Program of Study - Create your template for that Program by selecting courses from the Content table on the left screen (they will populate on the right screen) - Use the drop down menu to move between content areas - Click Save NOTE: When working in a student s plan, you may still adjust the courses.

6 6 Post Secondary Plans > > Choose a plan from the master list or click add new to create a post secondary plan; click save to continue. Student Search: Advanced Filters > > From the Student Search screen in PGP-HS, click the filter icon on the top right to narrow the list of students based on selected criteria using the tabs on the left (General, Tests, PGP-I, PGP-HS and RtI). Click apply to save selections or clear to reset filters.

7 7 Plans: Accessing Data for Individual Students > > Search results for PGP-HS include the Student s Last Name, First Name, Grade, Plan Type and PGP-HS status > > Click on the column headers to sort results in ascending or descending order PGP-HS Status Icons: Create indicates that a plan has not been created. Click the green icon to start a new plan for that student. Edit indicates that the plan has been accessed at some time. Click the icon to edit the plan. Delete icon produces the following message. Click ok to delete that plan. Check destroy plan to remove it from the list permanently. (Only accessible for certain login rights) Restore to reopen a previously deleted plan.

8 8 Creating/Modifying an Individual Personal Graduation Plan (HS) > > Click edit or create icon next to the student s name on the Student Search page > > Once in the individual plan, click the edit in the upper right corner to establish the PGP-HS, Plan Options, Endorsement, Program of Study, Post Secondary Plans and/or Performance Acknowledgment (when earned). Edit Plan Details > > Student s campus and grade level based on Class Roster are auto-populated> select an Advisor > assign the graduation Plan Type and number of Credits associated with the plan. Use the sliding scale to clarify State and Local credits required. > > Select an Endorsement(s)/Program of Study(s) > > Select Post Secondary Plans > > Select Performance Acknowledgment (when earned) > > Click Save

9 9 Courses Tab Assign courses to plan by clicking Add Courses > > Select Content or Program from the drop-down. Toggle between both areas using the corresponding drop-down to change content areas/program of study to populate a valid course list for students. (Selecting Program populates the templates created in settings) > > To select the course and grade level, mouse over the course and click on the grade. Courses will populate on the list to the right. Repeat as needed. > > Click ok to return to plan screen.

10 10 (Courses Tab continued) > > Under Courses tab, move courses to different grade levels using the drag and drop feature or delete them when mousing over course name. Core Courses are color-coded ELAblue, Math - light blue, Science - green and Social studies - light green > > Select save when all courses have been assigned to plan. Completed courses will appear as lightly grayed out IF the course was given credit under the credits tab (see below). If a course was marked F/failed, a line will be drawn through the name for that grade level and another color-coded course label will appear directly below it. This will allow you to move that course to another grade level for completion. NOTE: Changes box will appear to display the audit trail maintained in the software. You have the option to enter a comment to justify any changes in the student s plan (per HB5 legislation). Credits Tab Manually enter class credits for students as they are acquired on the credits tab. Credits can also be entered using the batch operations feature for multiple students at one time. > > For each completed course, check the box for the corresponding time period. Notice the green highlighted areas correspond to the grade level choices for courses. NOTE: If you place more than one check mark in a grade, it will add the credit values together after saving. Edit the credit total utilizing the drop-down feature in the Credits column. - I = First Semester - II = Second Semester - S = Summer School/ Credit Recovery - F = Failed Class > > The grade or percentage values may be added in the column to the right. > > Select save to save changes made to credits earned and courses completed

11 11 Additional Features Portfolio Students Profile Data Plans Print Return to the Student's individual Student Portfolio. Quickly identify another student to view from your search results. View a pop-up box with student demographic information along with enrollment (classes) for the current year. View a pop-up box with historical state assessment data (STAAR, TELPAS, etc.), local assessments (TEKScore) or TPRI/Tejas Lee data. View a pop-up box with plans (RtI, PGP-HS, PGP-Intervention and SSI) related to a student. Print the PGP-HS for the selected student. You can also select this icon to view the plan as a.pdf. Please note the signature lines are available as well as the date/time stamp in the lower right hand corner.

12 12 Notes, Files, Forms & Audit > > On the far left of the screen, select the gray tab to view Notes, Files, Forms or Audit activity using the drop-down to view from All applications, or from only PGP-HS. Notes > > To add a text based note to a student's plan, click the icon. Select where to attach the note by using the drop-down option, type or paste in the note and click save. > > Check the Print? field for the note to appear on the student s printed PGP-HS documentation, or choose to print at a later time. > > To view all of the notes attached to a student, click. > > Edit individual notes by clicking edit or delete notes by clicking You may only edit or delete notes that you authored. (District/Campus logins may edit or delete any note based on their user role). > > Choose to print notes from this screen by clicking.

13 13 Files > > Select Files tab and click to attach files to a student s record. Use drop-down to identify where to attach the file, locate the file on your computer, rename if desired and click save. (must be saved as a.pdf) > > View list of attachments (files) by clicking. > > Edit, delete, view or choose to print attachments from a student s plan Forms > > Select Forms to complete and attach a form to a student s record. NOTE: To access this feature, your school must purchase the FormWorks software to create custom online forms that can be filled out for individual students. > > Select where to attach the completed form by using the drop-down menu. > > Select Template from drop-down to choose form. Templates must first be created within FormWorks to be available on the drop-down list. > > Complete the online form and click save. > > View Forms completed by clicking > > Edit, delete, view or choose to print forms in a student s plan

14 14 Audit > > The Audit tab of PGP-HS will display all actions that have been initiated in a student s plan. (per HB5) > > Select PGP-HS from the drop-down list to view an audit trail of the student s record (listed in reverse chronological order.) Use the drop-down to view all activity tied to the student s portfolio. Note: The Audit section is Read-only and cannot be modified. View additional details by clicking. Note: Columns viewed in the pop-up windows for Notes, Files, and Forms are sortable by clicking on the column headers.

15 15 Batch Operations > > Batch Operations allows you to add/modify/delete information from more than one PGP-HS record at a time. The available operations include: - Create Plans - Edit Fields (e.g., change advisor, plan type, or program of study for multiple students) - Add Note - Edit Courses (e.g., add/remove/replace courses, or mark them complete) - Delete plans - Restore plans > > Place a check mark by the names of selected students in the Search Results screen or leave them unchecked to select all students. > > Click batch only one operation can be performed at a time. > > Select operation from the drop-down list and indicate if you want it executed for Selected Students (those with check marks) or All Students (those that appear in your most recent search screen). > > Under Edit Fields, Check replace to remove and replace an identified Endorsement, Program of Study or Post Secondary Plan. NOTE: If you are adding information to a plan, you DO NOT want to check the replace box > > Click execute to complete the action. Repeat batch steps as needed.

16 16 Print Options Print options for multiple students > > Choose Print in top right from Search screen > > Choose Range (Selected Students or All Students in Search) > > Select Options > > Choose Print Example:

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