1. MD Online IEP System Instructional Series – PD Activity #9 Administrative Tasks This document was developed and produced by the MSDE, Division of Special Education/Early Intervention Services, in collaboration with the Johns Hopkins University/Center for Technology in Education. SFY14 Part B611 Grant# H027A130035 is funded by the U.S. Department of Education, Office of Special Education and Rehabilitative Services. The views expressed herein do not necessarily reflect the views of the U.S. Department of Education or any other federal agency and should not be regarded as such. The Division of Special Education/Early Intervention Services received funding from the Office of Special Education Programs, Office of Special Education and Rehabilitative Services, U.S. Department of Education.

2. Introduction The topics to be covered in this PD activity are as follows: – Adding new users – Assigning cases and schools – Adding a student – Rolling over a school year After completing this PD activity, you will know how to perform these duties and can show it to the person responsible for each task

3. Administrative Screen User’s Name

4. Adding New Users To Add a New User, follow these steps: Click the Administration section in Student Compass The Manage Users: List of Users page will be displayed and existing users can be edited or new users added Click the Add User button Enter information in all the fields Click on the Save button If certain information is unknown or changes, this can be updated through the Edit User process

5. Assigning Schools to Users To Assign a School to a user, follow these steps: Click on Administrative section Locate and click on the teacher’s name Follow one of these steps (continues on next slide) : – Click on Edit User button to change his/her existing school

6. Assigning Schools to Users, continued Follow one of these steps: – Click on Edit User button to change his/her existing school – Click the Add a School button to add additional schools to his/her list. Then Select the County and School and click the Save button. This school will now appear on the User Details page in the Additional Schools section.

7. Assigning Cases To Assign Cases, follow these steps: Click on Administrative section Locate and click on the user's name Click on the arrow next to Caseload section Click Add Case button, then select the school and the student’s name or group of students’ names Once a school is selected from the drop down menu, another browser window will open. Click on the checkbox to the right of each student's name to be added to the user’s caseload and then click on Add Selected Students button.

8. Adding a Student To Add a Student, follow these steps: Click on Administrative section Click on the Add New Case from left Navigation menu Complete form Click on Create Case button

9. Rolling over a School Year To Roll over a School Year, follow these steps: Click on Administrative section Click on the Manage Case Rollover from the left Navigation menu Select a Start and End Date from the drop-down lists Click on the Save button

10. Conclusion The topics that were covered in this PD activity are as follows: – Adding new users – Assigning cases and schools – Adding a student – Rolling over a school year  Who will be responsible to complete each of these tasks?