Differences

This shows you the differences between two versions of the page.

--- plsis:contact_manager [2017/03/06 18:45]
max [Contact Manager]
+++ plsis:contact_manager [2019/04/01 22:01] (current)
max [Contact Manager Upload]
@@ Line 14: / Line 14: @@
 Depending on permissions set, some users will be able to view all contact lists while others will be able to only view the homeroom teacher's/independent study teacher's contacts if they too teach the student.
-===== ACCESS TO CONTACT MANAGER =====
+===== Access to Contact Manager =====
   * Contact Manager can be accessed from four vantage points:
   - Administration > Student Info > Contact Manager
-    - If you enter Contact Manager via this route, you have the ability to select and view contacts for any Staff if Security privileges allow
+    - If you enter Contact Manager via this route, you have the ability to select and view contacts for any Staff if Security privileges allow \\ {{ :plsis:contact_manager1.png?nolink&700 |}} \\
   - Teacher Pages > Contact Manager
-    - If you enter Contact Manager via this route, you only have the ability to select and view contacts for your rosters (Homeroom, PLS Classes, LC Classes, HQT Classes, SPED, etc.)
+    - If you enter Contact Manager via this route, you only have the ability to select and view contacts for your rosters (Homeroom, PLS Classes, LC Classes, HQT Classes, SPED, etc.) \\ {{ :plsis:contact_manager2.png?nolink&700 |}} \\
-  - Each Student Dashboard via the icon
+  - Each Student Dashboard via the icon {{:plsis:contacticon.png?nolink&16|}} \\ {{ :plsis:contact_manager3.png?nolink&700 |}} \\
-  - Each Staff Dashboard via the icon
+  - Each Staff Dashboard via the icon {{:plsis:contacticon.png?nolink&16|}}  \\ {{ :plsis:contact_manager4.png?nolink&700 |}} \\
-===== CREATE CONTACTS FOR SELECTED STUDENTS =====
+===== Create Contacts for Selected Students =====
-  * Click “Contact Now” to create contact for individual student.  Or select a group students and click the “Create Contacts for Selected Students” button.
+  * Click “Contact Now” to create contact for individual student.  Or select a group students and click the “Create Contacts for Selected Students” button. \\ {{ :plsis:contact_manager5.png?nolink&700 |}} \\
-  * Enter all relevant information to the contact and “SAVE CONTACT”
+  * Enter all relevant information to the contact and “SAVE CONTACT” \\ {{ :plsis:contact_manager6.png?nolink&400 |}} \\
 <WRAP center round tip 60%>
 **NOTE: Information relevant to the student is available by expanding the blue arrow**
 </WRAP>
+\\ {{ :plsis:contact_manager7.png?nolink&700 |}} \\
-  * After your contact is saved, you can return to your roster to view all contacts. Click the “Show Contacts” box to expand and view/read any contacts made for any student. Contacts may be printed for individual student or a group of selected students.
+  * After your contact is saved, you can return to your roster to view all contacts. Click the “Show Contacts” box to expand and view/read any contacts made for any student. Contacts may be printed for individual student or a group of selected students. \\ {{ :plsis:contact_manager8.png?nolink&700 |}} \\
-===== ADMINISTRATIVE CONTACT REPORT =====
+===== Administrative Contact Report =====
   * This report is used to view contacts for a specific date range, Teacher, Student, and Vendor Staff, and more. Various filters are available to pull a report of contacts that have been logged within Contact Manager.
-  * To access, click the gray Contact Report tab > Select dates & filters > Show Report
+  * To access, click the gray Contact Report tab > Select dates & filters > Show Report \\ {{ :plsis:contact_manager9.png?nolink&700 |}} \\
-===== HOW DO I SEND CONTACT MANAGER NOTIFICATIONS? =====
+===== How Do I Send Contact Manager Notifications? =====
-  * When creating a contact in Contact Manager, you may send a notification to selected staff members and/or parents of the student, regarding the nature of the contact that is being created.
+  * When creating a contact in Contact Manager, you may send a notification to selected staff members and/or parents of the student, regarding the nature of the contact that is being created. \\ {{ :plsis:contact_manager10.png?nolink&700 |}} \\
   * Staff members will have notification flags appear next to the profile picture at the top of right of the SIS
     * Color of the flag indicates level of importance or priority of notification (Emergency, Attention Needed, Academic Failure, General Information)
   * Sending a notification
     - Create contact as described in steps above and enter all relevant information
-    - Prior to saving contact, select type of “Notification Flag” from the drop-down box. Once the flag is selected the color of flag will be displayed (Example: “Attention Needed ASAP” is highlighted red)
+    - Prior to saving contact, select type of “Notification Flag” from the drop-down box. Once the flag is selected the color of flag will be displayed (Example: “Attention Needed ASAP” is highlighted red) \\ {{ :plsis:contact_manager11.png?nolink&400 |}} \\
-    - Select staff members to notify. Multiple staff may be selected by holding CTRL + Click to select multiple Staff and/or chose to send Parents an Email notification
+    - Select staff members to notify. Multiple staff may be selected by holding CTRL + Click to select multiple Staff and/or chose to send Parents an Email notification. \\ {{ :plsis:contact_manager12.png?nolink&700 |}} \\
     - SAVE Contact
-    - Once the contact is saved and you “Show Contacts” for a specific student “Notification Flag Information” the flag notification sent will be noted. You can also clicking on “Edit” of contact saved
+    - Once the contact is saved and you “Show Contacts” for a specific student “Notification Flag Information” the flag notification sent will be noted. You can also clicking on “Edit” of contact saved \\ {{ :plsis:contact_manager13.png?nolink&700 |}} \\
   * Where will staff see the notifications they have received?
     - Staff members will have flags next to the notifications envelope count in the blue header of the SIS to show nature of notification
-    - Color of the flag will indicate level of the importance or priority of notification
+    - Color of the flag will indicate level of the importance or priority of notification \\ {{ :plsis:contact_manager14.png?nolink&500 |}} \\
       * Hover over the flag for a brief description
-    - Click directly on the flag to read notification
+    - Click directly on the flag to read notification \\ {{ :plsis:contact_manager15.png?nolink&700 |}} \\
-    - To mark the notification as Read, click the box to the left of the notification, typing CONFIRM, and clicking “Mark All Checked Contact Notifications as Read”. The Date and time read will be noted.
+    - To mark the notification as Read, click the box to the left of the notification, typing CONFIRM, and clicking “Mark All Checked Contact Notifications as Read”. The Date and time read will be noted. \\ {{ :plsis:contact_manager16.png?nolink&400 |}} \\
-===== ADMINISTRATION: SET-UP NOTIFICATION FLAGS =====
+===== Administration: Set Up Notification Flags=====
   - To set-up notification flags go to Administration > Settings > Trigger Emails
-  - Click on the “Notification Flags” tab
+  - Click on the “Notification Flags” tab \\ {{ :plsis:contact_manager17.png?nolink&500 |}} \\
   - You may “Edit” the default flags that are available or…..
-  - Click “New Flag”, enter flag description, select color, and “Save Flag Settings”
+  - Click “New Flag”, enter flag description, select color, and “Save Flag Settings” \\ {{ :plsis:contact_manager18.png?nolink&700 |}} \\
-===== ADMINISTRATION: SET-UP VENDORS =====
+===== Administration: Set Up Vendors =====
   * Go to Administration > Portal Management > Vendors
-  * You can set-up vendors that will be providing services to students, so that staff that have access to Contact Manager for student can enter information related to the Vendor Session with the student(s). Once vendor names are entered, they will be available for selection from a drop down box when entering contact information.
+  * You can set-up vendors that will be providing services to students, so that staff that have access to Contact Manager for student can enter information related to the Vendor Session with the student(s). Once vendor names are entered, they will be available for selection from a drop down box when entering contact information. \\ {{ :plsis:contact_manager19.png?nolink&500 |}} \\
-  - Click “Add New Vendor” and enter all necessary information and click “SAVE”
+  - Click “Add New Vendor” and enter all necessary information and click “SAVE” \\ {{ :plsis:contact_manager20.png?nolink&700 |}} \\
-  - Click to “Show Staff” and then click “Add New Staff” to add name of staff providing the vendor services
+  - Click to “Show Staff” and then click “Add New Staff” to add name of staff providing the vendor services \\ {{ :plsis:contact_manager21.png?nolink&700 |}} \\
-===== ADMINSTRATION: CONTACT MANAGER SCHOOL POLICIES =====
+===== Administration: Contact Manager School Policies =====
-  * Schools have the ability to customize the options in the drop downs for “Area/Subject of Focus” and “Contact Method”
+  * Schools have the ability to customize the options in the drop downs for “Area/Subject of Focus” and “Contact Method” \\ {{ :plsis:contact_manager22.png?nolink&400 |}} \\
   * Access School Policies via Admin > Settings > Policies > Contact Manager – click to show policies
-  * See policies #8 and #9. Enter custom list with no commas or spaces. Then “Set Preferences”
+  * See policies #8 and #9. Enter custom list with no commas or spaces. Then “Set Preferences” \\ {{ :plsis:contact_manager23.png?nolink&700 |}} \\
+===== Contact Manager Upload =====
+Schools now have the ability to do an upload of data into Contact Manager by uploading a CSV file containing contact log information.
+The Contact Manager upload tool can be found at //**Reports > Students > Contact Manager Upload**//
+\\ {{ :plsis:contact_manager26.png?nolink&500 |}} \\
+You will need to create a CSV file with the column headers pictured below. The **Red** fields are required for a successful load, while the others are optional. Once you have the file ready to upload, click on the Choose File button, browse for the file on your computer, select the file, then click the blue Import button.
+<WRAP round 60% center info>
+  * **General Header Notes:**
+    * **Student ID**: Local ID or **Student Number** - Legacy/External ID
+    * **Contacted By**: Username of the person that is doing the upload and pushing the upload button Example: jdoe
+    * **Contacted For**: The staff member for which you are loading contacts. It could be the Homeschool Teacher, Counselor, yourself, etc. Spell out the staff name in the following format: Last Name, First Name. This will tag the Staff Name in the log for the student under "Contacted For".
+    * If there is a **Duration** entered, there is no need to enter **Finish Time**. Only **Start Time** is required.
+    * IF there is **NO Duration** entered then you would need to have both a **Start Time** and **Finish Time**. The Duration will then be populated on load.
+</WRAP>
+\\ {{ :plsis:contact_manager24.png?nolink&700 |}} \\
+Once the import is complete you will receive a Results page indicating the status of the load, indicating successfully loaded records as well as any errors encountered during the load.
+\\ {{ :plsis:contact_manager25.png?nolink&700 |}} \\
+**Sample Upload:**
+\\ {{ :plsis:contact_manager27.png?nolink&600 |}} \\