WebSmart by JR3 This easy to use software is: Secure Flexible

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Presentation transcript:

WebSmart by JR3 This easy to use software is: Secure Flexible Multi-year online access at your fingertips Web browser based and can operate on one laptop or multiple servers – NO software installation required Scalable to fit the needs and requirements of any sized Texas school An integrated package providing seamless access to Finance, Student Services, and PEIMS Compatible with multiple data bases from MYSQL to Oracle

User Friendly WebSmart’s web based system is safe and secure, while remaining very user friendly Go to the WebSmart URL for the District Login using a District issued User Name and Password Then you are able to navigate based on the access rights to the system that you have been given

The Layout The design of the program allows for easy navigation from screen to screen. The drop menus in the upper right allow easy navigation between districts and modules The navigation buttons in the upper corners provide you with quick access to helpful tools Home: returns you to the opening screen Help: provides you with online resources, including step-by-step “how-to” instructions, links to state and federal websites, and training videos My Account: allows you to change your password and upload a signature for requisition approvers Logout: to be used when exiting the program Since the system is web-based it is important to know you are securely logged off. However, if you are inactive longer than a set time frame the system will log you out to prevent non-authorized users access through your login.

WebSmart Icons Update Add Edit Cancel Delete Primary Calendar Return to Previous Menu Run Report / Print View View Ledger Here is a collection of icons used throughout the program This consistency allows users trained in one aspect to be able to work in additional areas without requiring excessive additional training.

Integrated Business & Student Services Automatic Student Services and Business Applications integration that meet PEIMS requirements with no duplicated data PEIMS submissions do not require merging of data as you will see

Finance Human Resources Payroll Accounts Receivable Accounts Payable Purchasing/Requisition Budget Management

Finance Reports WebSmart provides numerous reports that are customizable to meet your Finance needs Reports are grouped into categories for ease in finding reports and delegating security

Budget – Revenue & Expenses Easy to manage Budget screens that allow users to manage initial Budgets and all subsequent Revisions. In addition, authorized users can electronically request Appropriation Request for any accounts to which the User has access.

Budget - Submission This Submission is based off the Revenue and Allocations from the previous screen

Ledger WebSmart can maintain multiple Ledgers in 3 different states. An Open Ledger allows all types of transactions with the ability to maintain Budgets, Payroll, Acct. Payables, and Banking transactions A Closed Ledger is ready for Audit with Journal Entries as the only transaction able to be posted A Finalized Ledger is fully reportable but cannot have any transactions posted to it

HR - Example 1 1 2 3 2 3 This is just an example, what you see will depend on the person attached to the record.

Payroll You can manage: Benefits Pay Schedules Payroll Plans

Purchasing & AP Requisitions can be requested, approved, and converted to Purchase Orders, all online. Line items can be split coded. Approval permissions are used to “push” requisitions through a workflow and may be approved at one or many levels. All visible on the Signatures screen. Account codes and vendors can be set to different levels for different user groups.

Purchasing & AP Manage: POs - including split coded line items Bills - view the ledger and history directly from within the bill Credit Memos Payments - both electronic and paper checks Vendors

Banking & Receipts Manage multiple accounts in one location Print View Ledger

Banking & Receipts Manage all your banking transactions Easily void and reissue checks View a visual running balance of cash on hand

Banking & Receipts Easy Reconciliation, simply check the boxes and click Save

Feel free to call and speak with one of our WebSmart Finance professionals and let them answer all of your questions Toll Free (866) 759-1902 Or email us for more information info@jr3online.com

Students Teacher Grade Book Student Demographics Student Attendance Grade Reporting Student Permanent Record Transcripts Individual Student Discipline Reports Student Health Records Special Education Scheduling PEIMS Parent Portal

Student Reports WebSmart provides numerous reports that are customizable to meet your Student Services needs Reports are grouped into categories for ease in finding reports and delegating security

Student - Example 1 1 2 3 4 4 3 2 This is just an example, what you see will depend on the student attached to the record.

TREx Files To run a TREx File simply click on the view icon for the student Select TREx XML from the Report / Extract menu Submit Report

PET Report To run PET Reports (PET XML Extract), go to Student Reports Click run report Set Report Parameters Submit Report

Grades View a running Average WebSmart’s integrated Grade Book handles attendance (taken in class), grades, and assignments for Teachers. Grades entered by Teachers into Grade Book are immediately available to the office. Attendance can also be handled by the office

Attendance Attendance can be taken by period or by ADA (per set up by Admin based on District policy) Attendance Codes are also customizable by District. A text field allows the office to make notes that are visible to Teachers in their Grade Books. Attendance Groups can be created (i.e. Football Team) to allow the same code to be applied to multiple students at once (individuals can be omitted from the group to avoid receiving the same code)

Course Management WebSmart loads all State Service IDs into the system Districts customize course area, including courses taught and District naming/numbering scheme

Scheduling Methods WebSmart handles Scheduling in multiple ways Mass/Automated Scheduling Homeroom Scheduling Walk-in Scheduling Manual Scheduling by Student and/or Course

Automated Scheduling WebSmart handles automated scheduling by processing course requests against a Master Schedule that can be generated by hand entering course sections or by letting the system generate a schedule based on requests. A hybrid of both can be used.

Walk-in Scheduling WebSmart allows you to handle new students with ease by allowing you to “course request” with the push of a button. You can then adjust courses as needed and click Build Schedule. The system looks for the least populated sections to schedule the student.

Homeroom Scheduling Homerooms are created with all the courses associated to it that students will take. Choose a Homeroom and the students will be scheduled in all associated core and elective courses.

Texas Compliant PEIMS compliant integrates Texas PEIMS code Complies with all FASRG standards TRS TRAQS compliant Texas audit friendly Complies with all required state and federal reports including new required web based financial reports Electronic submissions Example on next screen

PEIMS Fall Extract You can see how WebSmart pulls both Finance and Student data without bridging across multiple applications for PEIMS

Feel free to call and speak with one of our WebSmart Student Services professionals and let them answer all of your questions Toll Free (866) 759-1902 Or email us for more information info@jr3online.com

My Portal Student's Name Teachers' Names The My Portal tab allows parents/guardians to monitor their student’s Grades and Attendance It shows current information about the student(s) from the Teachers’ Grade Books The asterisk beside the grade indicates current course work. Teachers' Names

Admin With WebSmart, a District can manage: Access privileges for individuals and groups Setup for multiple campuses, bell schedules, calendars Facilities (i.e. classrooms, lockers) And so much more…

Security – Users & Groups Users are created through a template process that defaults a set of access rights to a user in accordance with that template. Access can be edited on the individual users to further customize their functionality. Authorization roles and Groups are setup to have limited/specific access based on the District’s preferences.

Districts WebSmart allows you to manage multiple Districts and Campuses from a single database The use of Instructional Periods (years) allows you access all prior data with no loading of backups WebSmart allows a District to give each Campus its own unique setup The District can define the Grading Template to be District wide or allow the Campuses to define their own Grading Template

Custom Search Reports Execute customized searches exported to Excel.

Benefits 24/7 Support Training = no additional cost Conversion = no additional cost No need for additional Hardware No Support Staff required No updates, no patches to install All FASRAG / PEIMS / IRS code tables uploaded from Central Server

Thank you for taking the time to learn more about how WebSmart by JR3 can benefit your District. We look forward to hearing from you. Toll Free (866) 759-1902 info@jr3online.com