Packaging and Distribution Presentation Module 1 Participation Counts and PEMSolutions Reports

2 Session Agenda Placing your order: Participation Counts Summary of Participation Reports available in PEMSolutions™ Shipping Details and Carrier tips Additional Materials and Order Report Summaries

3 Participation Counts Found under the Test Setup Tab:

4 Placing an Order Participation Counts Tips & Reminders A count is equal to one student. All students who are testing must be included in the participation counts. Entering accurate counts will ensure Pearson stocks enough materials to accommodate all divisions’ materials requests. General timeframe for receipt of materials is 4 weeks ahead of the first day of testing for Non-secure materials and 2 weeks ahead for Secure. Options indicate testing windows (Term Grad/Modified Standard Diploma; EOC; Gr 3-8/CSH; Released Tests) Screen shot [Lisa to show Melissa what to cut/insert]

5 Participation Counts Summary You can update counts until the window closes. Even if the status is "complete," you can still change participation counts if the window for this activity is still open. Only after the closing date is an order for materials finalized and shipped. Division Counts Summary: Lists a summary of the Division’s participation counts. (If the organization is a school, this will list the school’s summary.) Participation Counts Quantities: Lists the break down of the counts between paper and online testing.

6 Entering Shipping Information Go To: Administrative Management, View Organization You must fill out dock and truck information to ensure correct return labels are provided for your division. Click on the correct Test Administration.

7 Shipping Details Testing Windows & Miscellaneous Information Receiving Hours – Divisions are able to specify their preferred receiving times. Dock Information – Divisions are able to provide Pearson with information about dock and truck availability on the PEM Solutions website. Testing Window Dates – Divisions are able to specify their testing dates for Non-Writing administrations *Importance of putting in testing dates: If the testing window is left blank by the Division, it will default to the first available test date

8 Term Grad Testing Add Term Grad Testing participation counts. Add testing window dates under Term Grad Test Dates to establish the testing window.  This is done under Administrative Management/View Organizations.

9 EOC Testing Add End of Course participation counts. Add testing window dates under EOC Test Dates to establish the testing window.  This is done under Administrative Management/View Organizations.

10 Non-Writing 6-8 CSH Add Non-Writing 6-8 CSH participation counts. Add testing window dates under Grade 6- 8/CSH Test Dates to establish the testing window.  This is done under Administrative Management/View Organizations.

11 Shipping Carriers & Processes Tips & Best Practices FedEX overnight shipping labels are to be affixed to the TOP of each carton/box. When using K2 Logistics Bill of Lading shipping forms, only ONE form must be filled out per shipment. If you need to order additional FedEX labels or K2 Logistics Bill of Lading forms, you can place an additional order through PEM Solutions or call Pearson Support Center. We would be happy to walk you thru placing an order. When you return your test books, you do not need to sort them by grade/subject. It is essential to use the correct administration label when returning materials – found in the red or blue colored folder sent with your non-secure materials.

12 Additional Orders This can be accessed either by clicking on the Test Setup tab and selecting Additional Materials or can be found within the Orders link:

13 Additional Orders  Divisions are able to confirm shipping information  Divisions are able to select the specific date that the materials are needed  Divisions can select the preferred method of shipping  Divisions should select a Shipment Reason  Divisions can state whether they have any Special Instructions for this shipment

14 Additional Orders

15 Using Filters in Additional Order There are 2 different ways to Filter materials for Additional Orders. OR Under the Show Search button at the top left, you can do an advanced search

16 Approving Additional Orders Pearson is notified when an Additional Order is placed Pearson then quality checks the quantities ordered and approves the order

17 Additional Orders The intended purpose of Additional Orders is to cover new additions to school divisions. additions to school divisions.  Such as transfer students and changes to IEP/504 Plans Additional Order considerations:  When placing your order, keep in mind materials with a parenthesis in the description are ordered in packs. When you order a quantity of 1 for Grade 6 Math [M0117] (10) for example, you will receive one package containing 10 test booklets.  Use the built in filters to simplify your order entry.  Any supporting material should be ordered if needed (answer document for a test book, etc).  Materials will be delivered to division as a bulk shipment and is not palletized. (NOT PACKAGED BY SCHOOL)  There is NOT an overage applied to Additional Orders

18 Order Reports Click on Orders and select the Reports drop down arrow. Total Material Summary is a summary of all material quantities. Total Order Detail is a list of initial order materials and additional orders combined. Additional Order Material Summary is a summary of all additionally ordered materials. Additional Order Detail shows a list of all additionally ordered materials.

19 Order Reports (cont’d) These reports can be filtered to show Orders from Pearson or Shipments to Pearson by clicking the appropriate radio button below the name of the administration being viewed.

20 Order Reports (cont’d) Additional Order Material Summary This report summarizes all additionally ordered materials in an easy to read format, showing the material code, material name, and the quantity requested/shipped.

21 Order Reports (cont’d) Additional Order Detail This report provides further details pertaining to all additionally ordered materials such as the date and time additional orders were placed.

22 Order Reports (cont’d) Order Reports (cont’d) Total Material Summary This report is a summary of all material quantities ordered itemized by material code, material name, and quantity of each item.

23 Order Reports (cont’d) Order Reports (cont’d) Total Order Detail This report is a list of initially ordered materials and additional orders combined (broken down by school for division level users). The report includes the date and time each order or additional order was placed.

24 Contact Us Please contact Pearson with any questions you may have that were not addressed in the preceding material:  Customer Support:  Call Customer Support: