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--- plsis:transcript_settings [2016/03/21 18:59]
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+++ plsis:transcript_settings [2018/03/12 17:55] (current)
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+{{tag> admin admin_essential transcripts student_records transcript_settings transcript_modifiers gpa_types gpa_scales}}
-Transcript Settings
+=====Transcript Settings=====
-Please remember these important facts when working in the SIS.
-The SIS currently enables two menu styles, Classic and Modern. These Manuals are constructed with the Modern Menu in mind. If using Classic, the locations of certain procedures may vary.
+<WRAP center round info 60%>
-There may have been changes to the Transcripts Settings that will give each school the ability to set up transcripts to match the school’s needs. Transcripts settings affect everything from credit requirements, grade weights, course modifiers and GPA types to how grades can be posted in ReportWriter and Learning Centers.
+There have been changes to the Transcript Settings that will give each school the ability to set up transcripts to match the school’s needs. Transcript settings affect everything from credit requirements, grade weights, course modifiers, and GPA Types.
-Step 1. Basic Setup
+</WRAP>
-To Set transcript information go to Admin>>Settings>>Transcripts/Report Cards
-Set Transcripts Credit Requirements
+===== Step #1 - Basic Setup =====
-Click ‘Add a new school type’
-Step 2. Name your school type, choose the grade levels, report card template, and select if you want to calculate credits for this type. SAVE.
+To set transcript information go to **Administration>>Settings>>Transcripts/Report Cards**
+\\
-This will automatically create a “General Education” graduation type under your new school type.
+Set Transcript Credit Requirements
-If you need to create a new graduation type, click the "Add new graduation type" link.
+\\
-Type in the name of the new graduation type (ex: College Prep Education) Do not forget to set the rollover category.
+  - Click 'Add a new school type.' \\ {{:plsis:transcript_settings1.png?nolink&700|}} \\
-Step 3.  Click "Add a new course category" for this grad type. Enter a category name and Click SAVE
+  - Name your school type, choose the grade levels, report card template, and select if you want to calculate credits for this type. SAVE. \\ This will automatically create a “General Education” graduation type under your new school type. \\ If you need to create a new graduation type, click the Add a new graduation type link. \\ Type in the name of the new graduation type (ex: College Prep Education). Don’t forget to set the rollover category.
-Step 4. Continue to add course categories as needed by clicking on “Add a new course category” and saving until you have all categories entered. If you make a mistake, click on a category, such as English, and edit or delete the course category
+  - Click Add a new course category for this graduation type. Enter a category name and click SAVE. \\ {{:plsis:transcript_settings2.png?nolink&700|}} \\
-Step 5. Most schools make electives their rollover category so any extra credits taken in any other course category will be “rolled over” to electives. Do this by clicking on the Electives category and then selecting the “Make this the rollover category for all graduation types” button. The rollover category will be highlighted in green.
+  - Continue to add course categories as needed by clicking on 'Add a new course category' and saving until you have all categories entered.  If you make a mistake, click on the category, such as English, and edit or delete the course category.
+  - Credit Rollovers
+    - Most schools make Electives their rollover category so any extra credits taken in any other course category will be “rolled over” to electives. Do this by clicking on the Electives category and then selecting the “Make this the rollover category for all graduation types” button. \\ The rollover category will be highlighted in green. \\ {{:plsis:transcript_settings3.png?nolink&300|}} \\
+    - You may have multiple rollover categories. \\ For example, we have a Higher Math category and a Lower Math category. Sometimes students only take Higher Math and their credits first rollover to the Lower Math category before rolling over to general/electives. Credits would continue to roll to electives if the secondary category is full. \\ Use the drop-down in the "Rollover to" field to choose where you want the extra credits in a category to roll. \\ {{ :plsis:transcript_settings10.png?nolink&700 |}} \\
+  - Enter the credits required for each course type and click SET.
+<WRAP center round 80% tip>
+  * You can edit or delete the course categories and add new graduation types if needed. Click on the name of the course category if you need to edit or delete it. All deletes in SP SIS require typing CONFIRM in all caps and clicking on the Delete button.
+  * To edit the credits needed in a category, just change the number of credits in the boxes and click SET.
+</WRAP>
-Step 6. Enter the credits required for each course type and click SET
-*You can edit or delete the course categories and add new graduation types if needed. Click on the name of the course category if you need to edit or delete it. All deletes in SP SIS requires typing CONFIRM in all caps and clicking on the DELETE button
-**To edit the credits needed in a category, just change the number of credits in the boxes and click SET
 Set Printed Transcript Options
-Determine what optional information will be included in students’ printed transcripts
+\\
-MODS Tab
+Determine what optional information will be included in students'  printed transcripts.
-Step 1. Choose Define Transcript Modifiers
+\\ {{:plsis:transcript_settings4.png?nolink&700|}} \\
-Step 2. Choose what modifiers you want to be used on your transcripts. The basic list is given and this may be all you need. If you would like to add modifiers to the list, click on CHANGE MODIFIER LIST. Then click on ADD or Edit to make changes
+===== Step #2 - MODS Tab =====
-Example: students might have courses that will not be taken for credit. Click Add and enter “nc” and “course not taken for credit” in the fields. Change the Modifier set to read “**Create New Set Called” and then enter your own name in the blank field. SAVE. You can also to choose the ‘Skip GPA’ calculation and “Skip Credits” calculation for any courses set with this modifier. SAVE
+Define Transcript Modifiers
-Step 3. SAVE or Click Cancel/Done to return to the main page.
+\\ \\
-Now choose where you want to allow this modifier. The USE column indicates what is on or off in the SIS. Choosing RW/PLS allows teachers to use it as a modifier in ReportWriter and/or PLS
+Choose what modifiers you want to use on your transcripts. The basic list is given and this may be all you need. If you would like to add modifiers to the list, click on CHANGE MODIFIER  LIST. Then click on ADD.
+\\ \\
-Step 4. Click Use Selected.
+Example: students might have courses that will not be taken for credit. Click Add and enter “nc” and “course not taken for credit” in the fields. Change the Modifier Set to read "Create New Set Called” and then enter your own name in the blank field. Save. You can also to choose the 'Skip GPA" calculation and "Skip Credits" calculation for any course set with this modifier. Save.
-Mods and Marks Tab
+\\ {{:plsis:transcript_settings5.png?nolink&700|}} \\
-Step 1. Access this page by clicking on the Mods & Marks tab at the top of the page.
+Click Cancel/Done to return to the main page.
+\\ \\
+Now choose where you want to allow this modifier. USE is for the SIS. Choosing RW/PLS allows teachers to use it as a modifier in ReportWriter and/or PLS.
+\\ \\
+Click Use Selected.
+\\ {{:plsis:transcript_settings6.png?nolink&700|}} \\
+===== Step #3 - Mods and Marks Tab =====
+Access this page by clicking on the Mods & Marks tab at the top of the page.
+\\ {{:plsis:transcript_settings7.png?nolink&700|}} \\
+Above, is a list of all the class marks that are acceptable for transcripts, and a list of all the modifier sets. You may want to set things so that certain marks cannot be used with certain modifier sets.
+\\ \\
+For example, you might decide that pass/fail classes can only be given a mark of "p" (for pass) and various forms of fail. This is where you can make that determination.
+\\ \\
+The heading "No Modifiers Selected" refers to whether or not you wish to allow a mark to be used without any modifier at all. For example, a mark of "P" (pass) may not be used unless the PassFail modifier (pf) has been selected.
+\\ \\
+Check the marks that are OK with each class modifier set, then press "Save Allowed Marks" to set.
+===== Step #4 - GPA Types Tab =====
-Above a list of all the class marks that are acceptable for transcripts, and a list of the modifier sets. You may want to set things so that certain marks cannot be used with certain modifier sets.
-For example, you might decide that pass/fail classes can only be given a mark of “p” (pass) may not be used unless the Pass Fail modifier (pf) has been selected.
-Step 2. Check the marks that are OK with each class modifier set, then press “Save Allowed Marks” to set.
-GPA Types Tab
+Access this page by clicking on the GPA Types tab at the top of the page.
-Step 1. Access this page by clicking on the GPA types tab at the top of the page.
+\\ \\
-Here you see the types of GPAs that are being calculated on your transcripts. You can change these definitions, and/or create new GPA type definitions for your transcripts.
+Here you see the types of GPAs that are being calculated and available. You can create new GPA type definitions for your transcripts here.  Settings are preset to calculate correctly.  Please contact your account rep for help before changing as changes will affect ALL calculations for the specific GPA.
+\\ \\
-Class Rank- For classes relevant to class rank. This will apply to all currently enrolled students’ class ranks
+Class Rank column - is this GPA Type used to calculate class rank? If you change this, it will affect all class ranks for all currently enrolled students.
-Report Cards- is this GPA used to calculate report cards? The transcript can show any number of GPA types. While this is usually the same as class rank, on occasion it is not
+\\ \\
-Default Scale- Scale may be changed based on the modifier(s) used on a student’s transcript. If no modifiers are used, what grading scaled do you want to be applied?
+Report Cards column - is this GPA Type used to calculate the GPA posted on the report cards? The transcript can show any number of GPA types while the report card only shows the one chosen here. While this is usually the same as class rank, it may not always be.
+\\ \\
-Step 2. Set the GPA types for your school (if you need to add more click on Add New Type)
+**//Default Scale//** - Scale may be changed based on the modifier(s) used on a student's transcript. But if no modifiers are used, what grading scale do you want to be applied?  Whatever is chosen on this page becomes the "default" for the details of the GPA.  Click on “More Details” to see how each modifier is set.  If Unweighted is chosen, any item on the “more details” page that is set to default is really set to “unweighted.”  This was created to save clicks for the user.  In the example below, all GPAs are set to “unweighted.”  If you click on More Details for any of the GPA types, any modifier set to “default” will be automatically set to “Unweighted.”
-Step 3. Choose if you want a class rank to be calculated using this GPA. You must choose one and then click Save Class Rank/Default Scales. If you want another GPA type calculated for Class Rank, choose a new one and then click Save Class Rank/Default Scales again.
-Step 4. Choose if you want the GPA to be calculated on an un-weighted or weighted scale. Unless you want all grade types to have a boost (5.0 Scales instead of 4.0) leave this unweighted
-Step 5. Click on “More Details” and choose what grade levels this particular GPA type. The “Default” sets the grading scale to whatever you did in step 3 (usually unweighted.) Notice that the Pass/Fail grade type is not added into the GPA calculation and the honors and AP are given an extra point.
-Step 5. Click SAVE when you have completed this page.
-Define Transcript GPA Scales
+  - Set the GPA types for your school (if you need to add more click on Add New Type).
-Basically, the define transcripts GPA Scales are the marks you want to allow for classes, and how much value should they have
+  - Choose if you want a class rank to be calculated using this GPA. You must choose one and then click Save Class Rank/Default Scales. If you want another GPA type calculated for Class Rank, choose a new one and then click Save Class Rank/Default Scales again.
-Step 1.  Choose Define Transcripts GPA Scales
+  - Choose if you want the GPA to be calculated on an un-weighted or weighted scale. Unless you want all grades types to have a boost (5.0 scales instead of 4.0), leave this as “Unweighted.”
-Step 2. Enter in values you’d like to have for the GPA scales used for computing GPAs in transcripts for the various marks. If you don’t wish to use a particular mark in your transcripts, leave the entry box blank
+  - Click on “More Details” and choose what grade levels this particular GPA type will reflect and then choose what modifiers you want for that GPA type. The “Default” sets the grading scale to whatever you did in step 3 (usually unweighted). Notice, for example, that the Pass/Fail grade type is not added into the GPA calculation and the honors and AP are given an extra point. Click SAVE when you have completed this page.
+\\ \\
-Step 3. You may add your own marks if you aren’t satisfied with what you see here. To delete a mark, you must type “CONFIRM” in all caps to complete the removal.
+//The warning sign icon shown in the view below tells you that not all grade levels are set when calculating the GPA.//
-Step 4. SAVE all changes
+\\ {{:plsis:transcript_settings8.png?nolink&700|}} \\
-Class Rank
+===== Step #5 - Define Transcript GPA Scales =====
-Choose Class Rank tab
-•	Every night, the class rank for all students with transcripts is calculated
-•	This page shows the student name, the calculated GPA, the grade level, the class rank, and the date it was calculated
-•	 If there are errors in your student’s transcripts (because an entry was made erroneously), you will get an error report at the bottom of the page
-Steps 7-11 (RC Types- Comments) Please refer to [[spsis:reportcardcustomization|for instructions on setup for remaining steps]]
- --- //Last Updated by [[bailey@schoolpathways.com|Bailey Higgins]] on 2016/03/21 18:59//
+What marks do you want to allow for classes, and how much value should they have?
+\\ \\
+Enter in values you'd like to have for the GPA scales used for computing GPAs in transcripts for the various Marks. If you don't wish to use a particular Mark in your transcripts, leave the entry box blank.
+\\ \\
+You may add your own marks if you aren't satisfied with what you see here. To delete a mark, you must type "CONFIRM" in all caps to confirm its removal.
+\\ \\
+The check boxes set what marks you allow teachers to use on the different report cards set in the system.
+\\ {{:plsis:transcript_settings9.png?nolink&700|}} \\