1. Enrolling and Transferring Students https://powersource.pearsonschoolsystems.com Login to PowerSource>Training>Mastery in Minutes>Enrolling a New Student Overview Topics: Enrolling New Student, Address Validation, Family Management, Demographics, Emergency/Medical, Transferring Students, Re-enrolling Students

2. What is PowerSchool is the fastest-growing, most widely used web-based student information system, supporting 10 million students in all 50 states and over 65 countries. PowerSchool enables today's educators to make timely decisions that impact student performance while creating a collaborative environment for parents, teachers and students to work together in preparing 21st century learners for the future. ?

3. Signing in to PowerSchool There are different URL addresses for each of the 4 Access Groups… (For registrar access the current administrator address will be used)  Administrator https://cms.powerschool.com/admin  User Name;Password (i.e. johnnym.williams;cowboys)

4. PowerSchool Start Page Navigation toolbar Online Help Sign Out Print this page Report Queue Notifications Search Students Main Menu To begin any enrollment in PowerSchool: On the Start Page, (click) Enroll New Student

5. Personalize Setup Personal Preferences https://powersource.pearsonschoolsystems.com Login to PowerSource>Training>Mastery in Minutes>Personal Preferences Setup GOOD IDEA ! Set Personalize-Interface to: 1.Enable task navigator 2.Enable Smart Search 3.Include Inactive Student/Staff Results

6. 1.Enter the student’s last name, first name and middle initial 2.Student’s date of birth 3.Student’s phone number 4.Enter the date the student will begin school (If you enter a future date, the student’s record activates on the date automatically) 6.Choose the student’s full-time equivalency 7.Choose the student’s grade level 8.Choose the appropriate entry code 9.Choose the school district 10.Choose the student’s fee exemption status Enrolling a New Student There are 3 basic fields used to find student matches: Last Name, Date of Birth, and Phone Number Highlighted areas are the minimum information that can be entered to search for duplicate students

7. Identifies siblings or other students who share demographic and parent information. Copies shared data Updates edited data dynamically Using Family Management Two options are provided when enrolling new student o Enroll without Linking or Copying Information o Search For Family Members to Link to and copy Information from

8. Enroll without Linking or Copying Information If a match for the new student is found in the duplicate students screen, click student’s name to re-enroll that student. If no match is found, click “Enroll” to proceed with a new enrollment If no duplicate student is found student’s name populates to Quick Lookup Select: Demographic ( side menu) To enter student ‘ s information

9. Search for family members to Link to and copy information from Choosing the option to Link to and copy feature will bring up the Family Search Results for the student you are enrolling. Family search will populate students who have similar matched demographic such as property address, mother’s or father’s name. This allows you to copy demographic information from siblings or If you chose to “copy” the information and Submit, Quick Lookup appears showing students last and first name, grade, student ID#, and school # Select: Demographics (main menu) The address, phone number, father, and mother’s names will be copied to the new student from the family member you selected.

10. To verify that the student's home address is a valid residence and falls within school boundaries, use the address validation function. There are 3 different ways to access the address validation. *Bottom of the Enroll New Student page * Student’s Addresses page *Student’s Demographics page 1.Enter the student’s home address on these pages and click, Validate (Parents/Guardians must provide the 3 required proof of residency documents at time of registration). 2.When Google Maps appears, select your school from the View Boundary menu. 3.If the address falls within school boundaries, click, Accept in the Student Info pane. 4.Click Submit to record the validated address Address Validation

11. Once the student is enrolled, enter important information into PowerSchool 1.Click Demographics from main menu 2.Enter demographic information as required by the school district and Submit 3.Click Emergency/Medical from main menu 4.Enter all emergency and medical contact information and click Submit

12. Withdrawing and Transferring Student https://powersource.pearsonschoolsystems.com Login to PowerSource>Training>Distance Learning> Enrolling and Transferring Students This course covers the management of student enrollment, whether into your school, out of a school, or transferring between schools. You'll also learn how to use PowerSchool to activate a student's inactive status, link to family demographic information, and avoid duplicating student data. Finally, you'll learn how to pre-enroll students before they attend kindergarten Login to PowerSource>Training>Mastery in Minutes> Transferring From One School to Another Learn how to transfer a student from one school to another

13. Transferring Students Out of School When students leave your school to attend another school within the district, different district, state, or country, use the Transfer Out of School function 1.Type in student name and select student 2.Under Enrollment ( main menu ) Select: Functions 3.Functions: Transfer Out of School 4.Enter Transfer Comment 5. Date of transfer: either date parent withdrew student or when you receive notification student is enrolling in new school. 5.Chose appropriate exit code 6.Submit When transfer is submitted : Alert: screen shows 1 pending transfer

14. Transfer the student to Another school in the Same District 1.Transfer a Student Out of School must be done first 2.Search for the inactive student who transferred out of school (include the slash (/) in front of the student’s name). Student’s name should be (grey) if transfer out of school has been done. 3.Select Functions (main menu) Transfer to Another School 4.Choose the school and click Submit Process is complete when Alert post that the student is inactive at new School Process is complete when Alert post that the student is inactive at new School

15. Re-enrolling A Student If you know a student has been a previous student of your school, or another CMS school has transferred the student to your school follow these steps to re-enroll. When a student is re-enrolled in PowerSchool the system reactivates all of the related student information entered from previous school of attendance. The student’s information will need to be updated in the Student Pages. Start Page > Search > Students (type name –inactive student’s name is grayed out > Select name > Enrollment from main menu >Functions >Re-Enroll In School Date of re-enrollment > Entry Code >SUMBIT Start Page > Search > Students (type name –inactive student’s name is grayed out > Select name > Enrollment from main menu >Functions >Re-Enroll In School Date of re-enrollment > Entry Code >SUMBIT Warning: A Double Check Always check for duplicate students PowerSchool checks last name, date of birth, and phone number, and displays possible duplicate records. If you find a match click on the student’s name to re-enroll the student and update the student’s demographics screen.

16. I NEED HELP???? Additional resources: https://powersource.pearsonschoolsystems.com CMS PowerSchool Help Desk powerschoolhelpdesk@cms.k12.nc.us

17. Questions