back-to-school 2015 release webinar: for general users
TRANSCRIPT
Get the Most Out of Your Epicenter! BACK-TO-SCHOOL WEBINAR | BUILT WITH YOUR NEEDS IN MIND.
Welcome
Meghann Russell Stephanie McKean
MEET THE TEAM
Riley Justis
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Goals For The Webinar
Welcome!
Using the New Features
Training and Support
Answering Questions
Having Fun!
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General Enhancements
• Compliance Center user interface
• Reuse/view previous submissions (expiration warning)
• Rich Text Editor
• Scheduling requirements weekend warning
• Document Center – satisfy requirements
• Key submissions
• Email alerts for submission notes
Compliance Center Administration
• New School, Contact and EMO/CMO fields
• School Center and contact change history log
School Center
• Simplified security role management
• Improved security group management
• Transparency – limiting the number of documents shown
Submissions Made Easy
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Performance Center Enhancements
• Toggle Between Years o Scatterplot o School view
• Download charts as an vector based graphics (SVG)
• Generic import of student information
• Free and reduced price lunch eligibility
• General and special education status
• English Language Learners • Composite Resident District • Total enrollment by year • Enrollment by grade
• Length of enrollment • Racial/Ethnic breakdown
Academic
Financial
Demographics
• Cash Flow
• Generic/QuickBooks financial data import
• Collect budgeted enrollment
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User-friendly ways to import your data into Performance Center!
New Announcement!
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Getting Started with Performance Center
New Performance Center User
Input Academic, Financial, and
Demographic Data
See Dashboards and Reports
(Immediately understand your portfolio)
Share Results with Your Key Stakeholders
Performance CenterData-informed Decisions = Improve Schools for Kids
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Director of Authorizing Office Performance Center enhancements • Total enrollment by year • Enrollment by grade • Length of enrollment • Racial/Ethnic Breakdown • Free and reduced price lunch eligibility • General and special education status
• English Language Learners
• Composite Resident District
• Toggle between years
• Scatterplot
• School view
• Download charts as vector based graphics (SVG)
• Cash Flow
• Collect budgeted enrollment
• Generic import of student information
• Generic/QuickBooks financial data import
Summary of New Features
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Taking the right steps to monitor and assess school performance.
Tip for:
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Keeping the Focus on What Truly Matters
See Who is Doing What
Quick Access to Key Submissions
Create Plans to Boost School Outcomes
See which Documents are Missing
Compliance Center School Center Transparency
Aligning the Authorizer, Board, and School
Coordinated Communication = Focused on the Goal
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School Portfolio Representative
• Compliance Center user interface • Key submissions • Transparency – Limiting the Number of Documents Shown
Summary of New Features
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Staying on top of annual reviews and audits.
Reoccurring Activities:
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Complete Tasks In Half The Time
Email Alert Reuse Documents Submit updated Document
Post on School Site
Document Center Compliance Center Get Organized = Be Focused and Prepared
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Summary of New Features
School Official
• Reuse/View previously uploaded submissions
• Expiration warning
• Document Center – satisfy requirements
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Ensuring that the authorizer, board, and school communicate timely and effectively.
Collaborating:
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Communication Made Easy
School Uploads Financial
Documents
Approver Gets Notified
Approver Approves
Subscribers See The Task Notes
My Tasks Submission NotesNote Alerts = Faster Feedback
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Summary of New Features
Internal Approver
• Email alerts for submission notes
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Additional Enhancements
Google map in School Center
Rejected/Returned submissions are available for viewing for 30 Days (versus 2 weeks)
Change History log for school’s and contact’s
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Questions?
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Join us at THE NACSA CONFERENCE!
Thank You!
Meghann Russell
[email protected] 855-889-1624
Stephanie McKean
[email protected] 855-889-1624
FOR QUESTIONS, PLEASE CONTACT:
24 E P I C E N T E R N O W. O R G
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Epicenter General Training
Home Page Overview
Compliance Center and Satisfying Requirements
Document Center and Generating Reports
Overview of Board Center, Management Center and School Center (Read Only)
Questions
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