Technical Training Workshop for SPED Case Managers PowerSchool, TES TotalView, Welligent Mail

Objectives Tag SPED students on PowerSchool SPED Case Managers will be able to: Tag SPED students on PowerSchool Request new services (LAS, OT, PT) on TES TotalView Add student records to Welligent using Welligent Mail

Tagging SPED students on PowerSchool 1) Log-In to PowerSchool: https://ps.greendot.org/admin firstname.lastname;greendot2000 3) On left hand column, go to “Custom Screens,” then click on “07 Special Education” 4) At minimum, please fill in: Program Special ED DIS Service Case Carrier Does student have a BSP? IEP Accommodations Katie

TES TotalView (LAS, OT, PT) Request new services Follow the progress of new and pending request Receive notifications via email whenever a transaction is completed.

Transferring records to Welligent Step 1: Fill out the Welligent Record Transfer Request Form (need Admin signature)

Step 2: Input student info on Welligent Transfer Request (Excel)

Step 3: Send files through Welligent Mail

From the Welligent opening Communication Center screen go to the Function Navigator menu and select ‘Mailbox’. Left-click on ‘Mailbox’.

Once in ‘Mailbox’ create a new email by left-clicking on the ’NEW’ button. Left-click on ‘NEW’ button

The SPED SUPPORT SECTION account may be found by using any of the following KEY words and left-clicking the ‘Find’ button: SPED, SUPPORT, or SECTION. Be sure to select ‘All Locations’. 1. Type in SPED and left-click on Find. 2. Select ‘All Locations’ from dropdown

Once found, check the ‘Support Section, Sped’ checkbox then left-click on the ‘Add =>’ button so that SPED SUPPORT SECTION populates the Message Recipients box. 3. Name populates Message Recipients box. 1. Check on the Name 2. Left-click On Add =>

Type subject and school Left-click on ‘Message Details’ button, enter subject, a descriptive message, and a priority level. 1. Left-click on Message Details Button 2. Type subject and school name in Subject Box 3. Type message in Message Box 4. Choose Priority

Left-click on the ‘Attachments’ button, left-click on ‘Browse’, choose file to be attached and then open it. Once opened, the file automatically becomes an attachment to the message. 1. Left-click on ‘Attachments button 2. Left-click on ‘Browse’, find the file, and open it. 3. Once file is ‘opened’ it will attach to the message.

Left-click on ‘Send’ to complete the Welligent Mail process. The ‘Send’ button