Keep Your School On Track with This Calendar Cheat Sheet

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Student information management webinar teaches you how to keep your school on track with this cheat sheet.

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Keep Your School On Track with This Calendar Cheat Sheet

  1. 1. “Spring” Forward with Must-Do Processes You Need to Finish up This Year and Get Ahead for Next Year Key Processes for you to complete with your education software Presented by Mark Govatos & Kristen Vila
  2. 2. YOUR PRESENTER Kristen Vila Title The Education Edge Consultant Background • B.S. Industrial & Systems Engineering • Project Management Interesting Facts • Previously used The Education Edge at a school in Miami, FL • Identical Twin Sister Contact • kristen.vila@blackbaud.com • 843-654-2331
  3. 3. BLACKBAUD CUSTOMER Mark Govatos Title Director of Technology Crossroads School Santa Monica, CA Background • B.A. Occidental College • Coursework in Database Management at UCLA Interesting Facts • A Blackbaud User Since 2005 • Formerly a Math and Computer Science Teacher Contact • MGovatos@xrds.org • 310-829-7391 x502
  4. 4. DICTIONARY THE EDUCATION EDGE FACULTY ACCESS FOR THE WEB (FAWEB) NETCLASSROOM ONLINE ADMISSIONS & REENROLLMENT Admissions Office Registrar’s Office
  5. 5. “CALENDAR OF EVENTS” • Key processes to do each month 1. Get ready for next year 2. Close out the current year
  6. 6. ORDER IS IMPORTANT
  7. 7. JANUARY TASKS • Mark current students for reenrollment → Mark for Reenrollment Wizard in The Education Edge (should be done before reenrollment contracts are sent out) • Setup school information for next academic year → Make sure that decisions about timetables and marking columns are made before creating the new academic year. → Copy Course Information in The Education Edge to the new academic year. You may also copy class information to the new year if your schedule does not change much. January
  8. 8. FEBRUARY & MARCH TASKS • Prepare and Distribute contracts for next year’s returning students → Can be done on paper OR → With Online Reenrollment (electronic submissions). Be sure to research rules for electronic signatures. • Gather student course requests for next year → Can be done on paper OR → With Online Course Requests in NetClassroom • Gather information about teaching assignments for next year → How to handle teaching vacancies for next year. February March
  9. 9. APRIL TASKS • Bring in new, incoming students with a special status → Enroll Applications Wizard in The Education Edge • Enter student course requests into The Education Edge • Build preliminary schedules for next academic year (can be done during summer months but consider doing this early if you rebuild your schedule of classes every year) → Manual Scheduling OR → Automated Scheduling using Generate Master Schedule and Generate Student Schedules in The Education Edge April
  10. 10. MAY & JUNE TASKS • Publish next years schedule (optional) → Print schedules → View schedules in NetClassroom • Process final grades for the current year and print report cards → Print report cards → View report cards in NetClassroom • Promote students to the next grade level and check enrollment numbers → End of Year Processing Wizard in The Education Edge May June
  11. 11. JULY TASKS • Enter missing or changed information on student records (i.e. lockers, advisors, etc.) → Globally change records in The Education Edge • Process medical forms and other required student information → Forms can be done through Online Reenrollment • Build admissions form for new applicants • Online Admissions July
  12. 12. AUGUST TASKS • Add new student and new parent records into the development software → Integration with The Raiser’s Edge • Launch admissions forms for new applicants → Online Admissions • Publish final schedules for faculty and students → Print schedules → Viewable in Faculty Access for the Web (for teachers) and NetClassroom (for students) August
  13. 13. MARK’S WORDS OF WISDOM If 1. If you use multiple databases plan to spend time doing data clean up every year 2. If you use online forms for contracts or for collecting important information, be sure to understand rules regarding electronic signatures 3. Always communicate with other database power users before executing large processes (i.e. scheduling scenarios, end of year processing, etc.) 4. Talk to Blackbaud power users at other schools 5. Use Blackbaud Support as often as you need to
  14. 14. QUESTIONS
  15. 15. CONTACT INFORMATION THANK YOU! KRISTEN VILA THE EDUCATION EDGE CONSULTANT, BLACKBAUD 843-654-2331 KRISTEN.VILA@BLACKBAUD.COM MARK GOVATOS DIRECTOR OF TECHNOLOGY, CROSSROADS SCHOOL 310-829-7391 X502 MGOVATOS@XRDS.ORG

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