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

mrussell@charterinstitute.org 855-889-1624

Stephanie McKean

smckean@charterinstitute.org 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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