Differences

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

--- plsis:contact_manager [2017/03/06 19:19]
max [ACCESS TO 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:
@@ Line 24: / Line 24: @@
   - 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. \\ {{ :plsis:contact_manager5.png?nolink&700 |}} \\
   * Enter all relevant information to the contact and “SAVE CONTACT” \\ {{ :plsis:contact_manager6.png?nolink&400 |}} \\
@@ Line 34: / Line 34: @@
   * 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 \\ {{ :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. \\ {{ :plsis:contact_manager10.png?nolink&700 |}} \\
@@ Line 56: / Line 56: @@
     - 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 \\ {{ :plsis:contact_manager17.png?nolink&500 |}} \\
@@ Line 62: / Line 62: @@
   - 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
@@ Line 70: / Line 70: @@
   - 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” \\ {{ :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” \\ {{ :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 |}} \\