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| - | {{tag>pls independent_study archiving}} | + | {{tag>pls independent_study archiving pls_student_roster master_agreements}} |
| ====== Master Agreement Compliance ====== | ====== Master Agreement Compliance ====== | ||
| <WRAP center info round 60%> This article contains information regarding our Document Archiving feature, which is an additional module available to our SIS clients. If your school does not already use this feature, and is interested in making use of it, please contact your School Pathways representative. We offer free demonstrations! </WRAP> | <WRAP center info round 60%> This article contains information regarding our Document Archiving feature, which is an additional module available to our SIS clients. If your school does not already use this feature, and is interested in making use of it, please contact your School Pathways representative. We offer free demonstrations! </WRAP> | ||
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| - Choose your report criteria and click Generate Report \\ {{:plsis:master_agreement_compliance1.png?nolink&700|}} \\ A list by your report criteria populates below.\\ {{:plsis:master_agreement_compliance2.png?nolink&700|}} \\ **Column color coding on the report** \\ | - Choose your report criteria and click Generate Report \\ {{:plsis:master_agreement_compliance1.png?nolink&700|}} \\ A list by your report criteria populates below.\\ {{:plsis:master_agreement_compliance2.png?nolink&700|}} \\ **Column color coding on the report** \\ | ||
| - | * {{:plsis:master_agreement_compliance3.png?nolink&100|}} A master agreement has not been initiated or the default settings have been saved but nothing has been printed nor signatures requested. If a master agreement is approved, a red color could also mean one or more classes for this student are new since the original MA was created. The option of an additional class causing the system to change back to red is only available for schools using electronic archiving. Master agreement has been accepted in the archive compliance area. | + | * {{:plsis:master_agreement_compliance3.png?nolink&100|}} A master agreement has not been initiated or the default settings have been saved but nothing has been printed nor signatures requested. If a master agreement is approved, a red color could also mean one or more classes for this student are new since the original MA was created. The option of an additional class causing the system to change back to red is only available for schools using electronic archiving. |
| * {{:plsis:master_agreement_compliance4.png?nolink&200|}} The master agreement has been physically printed or signature invites have been requested. If the master agreement has been printed, the system has no way of knowing if signatures were obtained and the master agreement was filed. Therefore, printed MAs will not have use of any further color code changes. | * {{:plsis:master_agreement_compliance4.png?nolink&200|}} The master agreement has been physically printed or signature invites have been requested. If the master agreement has been printed, the system has no way of knowing if signatures were obtained and the master agreement was filed. Therefore, printed MAs will not have use of any further color code changes. | ||
| * {{:plsis:master_agreement_compliance5.png?nolink&150|}} The master agreement is submitted and ready for review in archiving compliance. This color only available for schools using electronic archiving. | * {{:plsis:master_agreement_compliance5.png?nolink&150|}} The master agreement is submitted and ready for review in archiving compliance. This color only available for schools using electronic archiving. | ||
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| In the above example, the student had a completed master agreement at one time but then another class was added (Social Studies) so the master agreement check turns red again and you see which class is not included on the original in the MA Title column. The other classes are still denoted with a yellow status because the office has not approved the Fall 1V1 instance in the archiving system. \\ {{:plsis:master_agreement_compliance9.png?nolink&700|}} \\ | In the above example, the student had a completed master agreement at one time but then another class was added (Social Studies) so the master agreement check turns red again and you see which class is not included on the original in the MA Title column. The other classes are still denoted with a yellow status because the office has not approved the Fall 1V1 instance in the archiving system. \\ {{:plsis:master_agreement_compliance9.png?nolink&700|}} \\ | ||
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| - | You might also run into cases where the first master agreement created was ignored (not approved) but a subsequent MA was approved. That would look like this in archiving. The first one should have been “skipped” instead of ignored. Things like this happens when a date is incorrect or something similar. \\ {{:plsis:master_agreement_compliance10.png?nolink&700|}} \\ | + | You might also run into cases where the first master agreement created was ignored (not approved) but a subsequent MA was approved. That would look like this in archiving. The first one should have been “skipped” instead of ignored. This can happen, for example, when a date is incorrect or a signature is missing. \\ {{:plsis:master_agreement_compliance10.png?nolink&700|}} \\ |
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| Once the MA (or in the case shown below, the Master Agreement Addendum) is re-submitted, you’ll see the new name of the file and the color coding changes to reflect the new status. \\ {{:plsis:master_agreement_compliance11.png?nolink&700|}} \\ | Once the MA (or in the case shown below, the Master Agreement Addendum) is re-submitted, you’ll see the new name of the file and the color coding changes to reflect the new status. \\ {{:plsis:master_agreement_compliance11.png?nolink&700|}} \\ | ||