and File Folder # - This is the state assigned file folder # for licensed teachers. This is used in MCCC reporting and STAR reporting.

Transcription

1 STAFF, USERS AND SECURITY 2017 BUSINESS CONFERENCE 1 STAFF Staff View Staff must exist befre users can be created. Staff recrds are initially added thrugh the cnversin prcess, but they are manually added as needed later. General Tab - Key Fields Badge Number this is used as the Teacher Number. Can be manually updated r in District Setup a setting t Update autmatically using the next sequence number is available. File Flder # - This is the state assigned file flder # fr licensed teachers. This is used in MCCC reprting and STAR reprting. Staff Rle If checked the staff becmes available in the drp dwn staff bxes fr the indicated view. Open User Windw Takes yu t the User view where Grups and Security are maintained. Current Hire Date Is needed fr the Civil Rights Data FTE Is needed fr the Civil Rights Data Use the checkbx Exclude frm State Reprting if needed. The checkbx D Nt Display in ParentVUE keeps them ff the Schl Infrmatin. Schls Tab

2 STAFF, USERS AND SECURITY 2017 BUSINESS CONFERENCE 2 If a staff persn des nt have a Staff Schl Assignment fr the current year the staff persn is n lnger active. T assign t a Schl click the ADD buttn at the tp f the screen find the Staff Persn and select the rw. Use the drpdwn t Assign t Schl. The ASSIGN buttn shuld be active. The Staff Schl Assignments is a great place t see the schedule fr the teacher and t edit any f the sectins. TIP: When adding a new staff persn fill in the User Add Infrmatin t create the User recrd at the same time.

3 STAFF, USERS AND SECURITY 2017 BUSINESS CONFERENCE 3 SYSTEM\USER - User Grups View System User - User Grups view Recmmended use f user grups wuld be t set up tw types f grups. Type 1: Based n the rles that yur staff have Examples: Administratin, Secretary, Nurse, Attendance Clerk, Teacher Type 2: Based n the update/view access fr the district and each schl Examples: Update-District, View-District, Update-High Schl, View Elementary The Update/View grups are setup by Regin 1 and shuld nt be tuched. DO NOT ADD SECURITY TO THESE GROUPS. TIP: On the Security tab f User Grup check the bx t Exclude frm PAD and BO Security Views. Members tab - This will list all the users assigned t this user grup , Lgin name, Fcus Organizatin with Fcus Year type Disabled accunt indicatr Organizatins tab Fr Type 1 based n rles the tab shuld be blank. DO NOT ADD ANYTHING TO THIS TAB. Fr Type 2 based n Update/View this tab is already setup fr yur district. Navigatin Menu tab A default menu can be setup fr each user grup. This can help t eliminate sme training f staff. Menu grups can be created and assigned t the staff persn wh is assigned t this user grup. This menu can include varius views but als reprts. This is required fr Teacher Rles.

4 STAFF, USERS AND SECURITY 2017 BUSINESS CONFERENCE 4 Optins tab - Initial Pint f View Hme Page when a member f this grup signs in (ex: Nurse wants t lgin t the Health view her POV wuld be the Health View). Teacher wuld lgin t TeacherVUE this is the nly time a Lgin Page is set. Dual Lgin allws a user t g frm TeacherVUE t Synergy. Security Settings tab Discipline Lwest Highest Security feature tied t Discipline Cdes Organizatin setting Current Only, View All (disregard rganizatin security), View All (bey rganizatin security) Cnference Lwest Highest Security feature tied t Cnference cdes. Scheduling allw verride f max students in class Special Educatin (Nt implemented) Other Exempt frm Student Team yes/n System-wide Case Manager yes/n Teacher Experience Administratin yes/n Grade bk Security Allws a grup t access the grade bks. Default Entry Access Times - Days and times f access Frm the Menu in User Grups a new ptin t Mass Change User Grup Members is available. The Mass Change User Grup Members screen nw cntains Navigatin and Display settings. Yu can apply these changes t a specific user grup. This screen is at Synergy SIS > System > User Grups. The current ptins within the User Cnfiguratin sectin did nt change. NOTE: Each user can change the settings set by the Mass Change User prcess prvided they have the security t d s.

5 STAFF, USERS AND SECURITY 2017 BUSINESS CONFERENCE 5 In the User Cnfiguratin sectin, the Navigatin Optin changes the lk f the Synergy interface. These ptins are available in Synergy SIS > System > User n the Security tab and by selecting the gear in the upper right crner. High Cntrast Setting Shw High Cntrast displays dark lines arund cells within a grid. Clear High Cntrast Clr clears the screen clr fr all users within the selected grup. High Cntrast Clr sets the screen clr fr the selected grup. Navigatin Settings Pin Bkmarks this ptin pins pen the Bkmark menu lcated in the upper left crner f Synergy fr the selected user grup. Pin Navigatin this ptin pins pen the Navigatin menu lcated in the upper left crner f Synergy fr the selected user grup.

6 STAFF, USERS AND SECURITY 2017 BUSINESS CONFERENCE 6 Pin PAD Tree this ptin pins pen the PAD Tree lcated in the upper left crner f Synergy fr the selected user grup. Pin Histry this ptin pins pen the current Histry f the screens the user navigated t fr the select user grup. Lck QuickNav Bar this ptin lcks the selected user grup frm adding r rerdering the QuickNav bar lcated in the upper right crner f Synergy. Layut Settings Shw Cmpact View this ptin cmpacts all grid views fr the selected user grup. Shw Full Header this ptin changes the lcatin fr the Lck, Sign Out, Supprt, and Help selectins. The grey header lcated at the tp f the Synergy screen is nt visible when yu select N. User Experience Settings Detach Chser this ptin shrinks the Chser screen s the user grup can mve it t see the screen behind. When nt selected, the Chser screen remains full screen. Shw Field Infrmatin this ptin cntrls whether the BO infrmatin displays when hvering ver a field. Dashbard Settings Shw Dashbard Annuncements this selectin changes the preference fr the user grup. This setting des nt hide the Annucements set up by a district. Selecting N turns the Dashbard Cnfiguratin ff n the gear in the upper right crner f Synergy. Shw Dashbard Tasks this selectin changes the preference fr the user grup. This des nt hide the tasks fr a user. Selecting N turns the Dashbard Cnfiguratin ff n the gear in the upper right crner f Synergy. Dcument Validatin Settings This is used with the Special Educatin Mdule. Feedback Settings Feedback Lcatin this ptin changes the lcatin f the Feedback buttn. Pin Feedback this ptin pins the Feedback buttn pen instead f hiding it until a musever ccurs. SYSTEM\USER User View A user must be created befre they can lgin int Synergy. A staff recrd must exist in the Staff View befre yu can add a persn t the User view. Demgraphics tab Lgin: Lgin Name accunt Frce passwrd change n next lgin checkbx we suggest that yu d this fr the first time a staff member lgins in the first time and/r when they frget their passwrd and yu need t create a new ne fr them.

7 STAFF, USERS AND SECURITY 2017 BUSINESS CONFERENCE 7 Passwrd/Cnfirm Passwrd used when a user has been added r frgtten their passwrd. This is an encrypted field if a user frgets their passwrd an administratr recreates a new passwrd we suggest checking the frce passwrd change n next lgin. Address Address, City, State and Zip Preferences Default mde Inquiry prevents the accidental changing f data in the fields. The user must click the edit buttn befre editing any fields. Edit allws the user t change any fields withut first clicking the edit buttn. ***Use this ptin fr mst Users. Paging Size Hw many pages are displayed at the bttm f any list The default is 10 but can be set t any value up t 50 Paging Rw Size Hw many rws in a list are displayed The default is 20 but can be set t any value up t 100 Shw Quick Launch This checkbx will display the Quick Launch field fr a user Debug Expiratin (hurs frm nw) Leave this alne POV Hme Page At the user level, their initial pint f view can be set t be what they want t see when they lgin Phne numbers Primary Indicatr, Phne # type, Phne number, Extensin, Cntact and Listed checkbxes

8 STAFF, USERS AND SECURITY 2017 BUSINESS CONFERENCE 8 Organizatin tab **NOT NEEDED IF YOU USE USER GROUPS PROPERLY User Grups tab POV fr a specific user grup. Listing f each User grup that this user is a member f (every member shuld have at least ne rle and an update/view grup). Optinally select the Use menu grup fr each user grup typically this is nly fr the teacher grups. Navigatin Menu tab this defaults t the grup settings but can mdify fr an individual user. Each user can mdify their wn Navigatin menu. Add views r reprts, shuffle the rder r even remve them. Security Settings tab this defaults t the grup settings but can mdify fr an individual user. Discipline Lwest Highest Organizatin setting Current Only, View All (disregard rganizatin security), View All (bey rganizatin security) Cnference Lwest Highest Impersnatin **NEW - Health Optins dealing with cmments and dcuments. Scheduling allw verride f max students in class Special Educatin Other Exempt frm Student Team yes/n System-wide Case Manager yes/n Mbile Apps security ptins Shw BO (business bject) n Muse ver This will shw yu the table/field name where the data in this field is stred if yes (nt suggested fr everyne). Grade Bk Security

9 STAFF, USERS AND SECURITY 2017 BUSINESS CONFERENCE 9 Fcus tab Every new User must have a fcus year and rganizatin. Last lgin fcus fr: Organizatin Year Students Active Only, Inactive Only r Active and Inactive Spell Check tab POV tab Allws a user t mdify spell check ptins. Gives yu the ability t add Dashbard Widgets t a User. Task List Setup SYSTEM\USER User Passwrd and Preferences Passwrd tab - Allws the User t change their passwrd. Preferences tab Paging and lgin preferences Reprt Preferences tab Allws the User t set Reprt Preferences defaults fr the reprts ran frm the Menu. TIP: In the Student Schedule check Full Schedule when Printed frm Menu fr running full schedules frm the student screen.

10 STAFF, USERS AND SECURITY 2017 BUSINESS CONFERENCE 10 SYSTEM\SECURITY PAD Security View PAD is Prduct Access. Frm PAD Security Views can be set t Yes (can see) N (can t see) and View Only (read nly). Start at the highest level if the flder is set t NO the flder is nt included in the tree. At a View level use the Shw Detail t display Menus and Tab details.

11 STAFF, USERS AND SECURITY 2017 BUSINESS CONFERENCE 11 There are tw reprts PAD601 and PAD602 t review yur security settings in the PAD Security. PAD603 and PAD604 are used fr the field level security. SYSTEM\SECURITY Security Definitin view Set field level security using the Security Definitin View. In this view yu can set field level security, update, add and delete security and set Audit ptins. Use the Grup Prperty Access tab Shw Detail t drill dwn t the field level security.

12 STAFF, USERS AND SECURITY 2017 BUSINESS CONFERENCE 12 SYSTEM\SECURITY Business Object Audit Trail Grup Use the Business Object Audit Trail Grup t enable a grup f business bjects. This example turns n the Curse Histry audit trail and the Student Grading audit trail. SECURITY RESOLUTION RULES GLOBAL\PUBLIC\USER GROUP\USER TIP: If a user is a member f multiple user grups and security set fr the same view but ne security set t YES and the ther is set t NO which ne wins? The Highest level f security wins. The User wuld have access t the View.

13 STAFF, USERS AND SECURITY 2017 BUSINESS CONFERENCE 13 MOBILE APP SECURITY Use District Setup Mbile App Security t DISABLE any f the Apps.

14 STAFF, USERS AND SECURITY 2017 BUSINESS CONFERENCE 14 Use User Grups t give access t the APP by grup.