System Administration Handbookold.sandi.net/zangle/readandlearn/handbooks/SysAdmin_Handbook.… ·...

Zangle Handbook

System Administration for

Power Users Version 3.5

June 19, 2012

Contents

Part I: Background Information ............................................... 1

About This Handbook ................................................................................. 2

Part II: School Setup ................................................................... 3

Editing General School Information ................................................................ 4 Submitting Daily Student Counts in Zangle ........................................................ 6

Elementary Schools ............................................................................................ 7 K-8 Schools ...................................................................................................... 8 Middle Schools .................................................................................................. 9 High Schools ................................................................................................... 10

Entering Campus Locations and Times ............................................................ 11 Add a campus location or time ............................................................................ 13 Delete a campus location or time ......................................................................... 13 Edit an existing campus location or time ................................................................ 13

Editing Classroom Information ..................................................................... 14

Part III: Track Configuration ..................................................... 15

Track Configuration Overview ...................................................................... 16 What is a track? .............................................................................................. 16 Where do I go to access track information? ............................................................. 16 What do I need to do? ....................................................................................... 16

Defining the Periods (Mandatory) .................................................................. 17 Elementary Schools ............................................................................................. 17 Secondary Schools .............................................................................................. 18 Making changes to The Track editor ......................................................................... 19

Overview ....................................................................................................... 19 Process ......................................................................................................... 19

Adding a Lunch Period to your Master Schedule (mandatory For secondary schools only) ........ 20 Overview ....................................................................................................... 20 Background and New Information for 2011–2012 ....................................................... 20 Setting Up Your Track – Period Definitions .............................................................. 21 Setting Up Your Track – Bell Schedule .................................................................... 21 Adding a LUNCH Section to Your Master Schedule (Optional) ........................................ 21 Handling Multiple Lunches – New Procedure Beginning September, 2011 ......................... 24 Mass Schedule Students for LUNCH Section(s) (Optional) ............................................. 25

Entering Your Bell Schedules (Mandatory)........................................................ 27 Editing the Bell Schedule Calendar (Mandatory) ................................................ 29 Editing the Cycle Day Calendar (Mandatory if your school has more than one cycle day. Secondary schools only.) ............................................................................ 33

Reviewing the Events Calendar (Mandatory) ..................................................... 36 What is the Events Calendar? .............................................................................. 36 What are types of events? .................................................................................. 36 What do I need to do? ....................................................................................... 37

Part IV: Faculty Management ................................................ 39

Overview to Managing Your Faculty ............................................................... 40 Staff members new to your school .......................................................................... 40 Existing staff members that need more access ............................................................ 40 Staff members leaving your school .......................................................................... 40

About Faculty Editor ................................................................................. 41 About the checkboxes .......................................................................................... 42

Adding a New Employee to Your Track ........................................................... 43 Creating Additional Faculty Status Records for Existing Staff Members ..................... 45 About Permissions .................................................................................... 46

Overview ......................................................................................................... 46 Permissions for Zangle users .................................................................................. 46 Permissions for ZangleConnection users .................................................................... 46

Assigning Permissions for Zangle Users ........................................................... 47 Alternate method of assigning permissions ................................................................ 49 Removing permissions .......................................................................................... 49

Assigning Permissions for Teachers and Other ZangleConnection Users ..................... 50 Printing the Faculty Directory ...................................................................... 55 Cleaning Up Records ................................................................................. 58

Re-Opening facstat records ................................................................................... 58 Closing facstat records ......................................................................................... 59 Deleting facstat records ....................................................................................... 59 Understanding Prior Year versus Historical Database .................................................... 60

Historical databases ......................................................................................... 60 Prior Year Data ............................................................................................... 60

Creating a Job Share – Alternate Faculty ......................................................... 62 Verify Permission Settings in Zangle Connection ....................................................... 64

Part V: Web Administrator ....................................................... 65

Overview to the Zangle Web Administrator ...................................................... 66 Logging In ........................................................................................................ 68 Permissions ....................................................................................................... 68 School News - Optional ........................................................................................ 68 Marks .............................................................................................................. 69

Opening the window ......................................................................................... 69 Column descriptions ......................................................................................... 70 Closing the window for Comments ........................................................................ 70

Logging Out ...................................................................................................... 71

Part VI: Counselors and Advisors ............................................ 73

Assigning Counselors and Advisors ................................................................. 74 Mass assigning counselors and advisors ..................................................................... 74 Individually assigning counselors ............................................................................. 77 Individually assigning advisors ................................................................................ 77

Part VII: Other Information ...................................................... 79

Creating Groups Using Group Editor ............................................................... 80 Manual groups ................................................................................................... 80 Dynamic groups ................................................................................................. 83

Loading Student Photos ............................................................................. 86 Overview ......................................................................................................... 86 Importing a photo for an individual student ............................................................... 87 Mass importing student photos ............................................................................... 88

Connect-ED (Outbound Communications System) ............................................... 90 CONNECT-ED AUTOMATED ATTENDANCE CALLS ........................................................... 91

Resetting a Lost AD Password (PSS) ............................................................... 92 Assigning Data Director Permissions ............................................................... 93

System Administration Handbook • Page 1

Part I: Background Information


About This Handbook

This handbook was created by the SDUSD IT Training and Support Team as reference material for Zangle Power Users and Secondary Site Techs who will handle system administration tasks in Zangle. It is used in System Administration for Power Users courses taught by the IT Training Team. It is updated periodically by the SDUSD IT Training and Support Team.

The handbook is divided into six sections:

• Part I describes background information.

• Part II explains how to set up your school, including entering general school information, entering campus locations, and editing classrooms.

• Part III describes how to set up your track, specifically calendars and bell schedules. This needs to be done before each school year starts.

• Part IV provides explains how to manage your faculty, including creating faculty status records and assigning permissions. This section also describes how to create a job share for two teachers.

• Part V goes over how to use Zangle Web Administrator.

• Part VI shows you how to assign counselors and advisors to students.

• Part VII covers how to create groups, import photos, and use Zangle with automatic phone dialers.

Names used in the documentation are fictitious.

Instructions are explained with screenshots and numerical steps. Please follow the steps in numerical order.


Part II: School Setup


Editing General School Information

Each year, verify that the general school information in School Editor is accurate. Information entered in this application will be shared with all tracks and will copy from one year to the next. This information will appear in various Zangle reports and applications. You will only need to do this once since general school information will transfer during New Year Initialization, the annual track configuration process. You may be making periodic updates if any of the information has changed for your school. For instance, getting a new Principal would require a change.

Follow the steps below to edit general school information.

• Launch Zangle. Click System. Click System Setup. Click School Setup. Click School Editor. Click Edit.

The editable regions of the screen will turn white.

1

Enter or verify the following information: • Address, City, State, Zip • Phone • Principal • Email (optional) • URL (optional) Do not change the following: • School Name • School Code • D.O. Site • School Year • Speede Express Code • Building • New Year Init Process

2


IMPORTANT! Do not edit or enter information on the Grades/Attendance tab. You will use the State tab to report Daily Student Counts at the beginning of each school year. See the next page for more information.

Click the Phone Numbers tab. 3

Enter/verify the phone number information. This screen should display the main phone and fax numbers for your school.

To change existing information, type the information in the cells. To add a number, click Add (in blue text) and enter the information. To delete a number, click its row so that it is selected, and then click Delete (in blue text).

4

Click Save (if you made changes) or Done, and then click Quit.

5


Submitting Daily Student Counts in Zangle

At the beginning of each school year, schools are asked to submit daily student counts for the first two weeks of school. The information you collect will need to be input into Zangle each day by 11:00 AM. Described here is how to submit your daily Regular Ed enrollment counts using Zangle School Editor. You must be in one of the following permission sets to complete these steps: Principal, Elem. Power User, or Sec. Site Technician. Please see pages 7-11 for blank screenshots to use as worksheets, if desired.

Follow the steps below to submit your school’s daily enrollment counts.

• Open Zangle. Click System. Click System Setup. Click School Setup. Click School Editor.

Upon launching School Editor, click the SDUSD tab, and then click the Enrollment Counts sub-tab.

1

Click Edit. 2

Do not use the Add or Delete buttons.

Your school’s grade levels will be displayed automatically.

See the following pages for examples

Click Save.

If you need to make changes prior to 11:00 a.m. click Edit, fix the information, and then click Save again.

5

Elementary schools: Enter the number of combination classes at your school. For instance, if you have one combo class, enter a 1 next to the appropriate grade levels of the class and 0 for all other fields. If you have no combo classes, enter 0 in all fields.

Enter the number of teachers and Regular Ed students for each grade level. Use tab or the arrows on your keyboard to move from one field to another.

Note: If you make an error while entering the information, use the Delete key on your keyboard (not the Del button on the screen).

3

4


Elementary Schools If desired, use this screenshot as a worksheet to get organized prior to data entry in Zangle.

• On the left side, record the number of teachers and Regular Ed students at your school by grade level.

• On the right side, record the total number of combination classes. For instance, if you have one combo class, enter a 1 next to the appropriate grade levels of the class and 0 for all other spaces. If you have no combo classes, enter 0 in all spaces.

Questions?

• If you have questions about how to use Zangle to enter your daily enrollment counts or need help accessing School Editor, please call the ITSS Help Desk: (619) 209-HELP.

• If you have questions about the process (non-Zangle), please call your school’s Area Superintendent.


K-8 Schools If desired, use this screenshot as a worksheet to get organized prior to data entry in Zangle.

• On the left side, record the number of teachers and Regular Ed students at your school by grade level.

• On the right side, record the total number of combination classes. For instance, if you have one combo class, enter a 1 next to the appropriate grade levels of the class and 0 for all other spaces. If you have no combo classes, enter 0 in all spaces.

• Note to schools with multiple tracks (TE/TM, TE/TS, or SE/SM): When you log in to Zangle to enter your enrollment counts, you can pick either track. The information will still be entered for your entire school.

Questions?


• If you have questions about the process (non-Zangle), please call your school’s Area Superintendent


Middle Schools If desired, use this screenshot as a worksheet to get organized prior to data entry in Zangle.

• Record the number of teachers and Regular Ed students at your school by grade level. • Do not use the right side (combination classes).

Questions?



X


High Schools If desired, use this screenshot as a worksheet to get organized prior to data entry in Zangle.

• Record the total number of teachers and Regular Ed students at your school. • Do not use the right side (combination classes).

Questions?



X


Entering Campus Locations and Times

The Campus Locations table and the Campus Times table in School Editor is where you can edit the list of campus locations and times that are available in the Behavior applications. If you do not configure the campus locations and times, your school will not be able to select a location or time when documenting a referral. You will only need to complete this process once since campus locations will transfer during the New Year Init process to next year’s tracks. Usually there are no changes to be made unless you have new campus locations.

Follow the steps below to enter a campus location.

• Launch Zangle. Click System. Click System Setup. Click School Setup. Click School Editor. Click Edit.

Click Campus Locations (blue text) or Campus Times. A new window will appear.

1


The campus locations appear on the screen. These are the locations that display in the Behavior module.

See the next page for information on adding, deleting, and editing locations or times.

The campus times appear on the screen. These are the times that display in the Behavior module.


Add a campus location or time

1. Click Add.

2. Enter a brief code for the location or time you are entering. Enter the name of the new location or time using proper case. This will appear in dropdown menus in the Behavior module.

3. Click the On Campus checkbox if this location is on your school grounds.

4. Click Save.

5. The location that you added should appear in the list. (NOTE: The location may not appear alphabetized in the list until you close Campus Locations and reopen it.)

Delete a campus location or time

1. Select the location or time you wish to delete.

2. Click Delete. A confirmation message will appear. Click Yes if you want to delete. The record will be deleted.

3. The location that you deleted should be gone from the list.

Edit an existing campus location or time

1. Select the location or time you wish to edit.

2. Click Edit. Type the information the way you want it to appear.

3. Click Save.


Editing Classroom Information

Classroom Editor is used to enter and edit the classroom information for your school. This information is used in the Master Schedule and several scheduling reports. You must define a classroom in Classroom Editor before it can be selected in the Master Schedule Editor.

Note: This is a one-time setup unless your classroom information changes.

Follow the steps below to edit classroom information.

• Launch Zangle. Click System. Click System Setup. Click School Setup. Click Classroom Editor.

Click Edit to edit existing information. Click Add to add a new line for another classroom. Click Delete to delete an existing classroom. (You must click the row so it is selected prior to clicking Delete.)

1

IMPORTANT! Type the classroom number twice. The exact same information should appear in both the Room and Description columns. Information entered here will show on reports and in the Master Schedule Edit

If desired, enter the building information, room type, and capacity.

“I can’t delete!” NOTE: If you click Add, then decide that you do not want the new line, you will have a problem if you click Delete. A message will appear that says, “Invalid entry. Room may not be blank.” To delete the row, enter fake information in the Room column and Save. Then, find the new entry in the list, click it so that it is highlighted, then click Delete. The record will now delete.

Click Save if you made changes. Click Quit to exit.

2


Part III: Track

Configuration


COMMON TRACKS T Traditional S Single-Track E Extended Day I Intersession U O N

Summer School OCILE Non- Public

TE Traditional Elem. TM Traditional Middle SE Single Elem. SM Single Middle

Track Configuration Overview

What is a track? In Zangle, tracks form the basis for all activity in a school’s database. A calendar and bell schedule are created for a track, students are enrolled into a track, faculty members are designated as active to teach in specific tracks, and there is a Master Schedule for each track. In our district, the most common track codes are T, S, E, I, and U. Other common track codes are listed to the right of this text.

Where do I go to access track information? Use Track Editor. To access it, click System. Click System Setup. Click School Setup. Click Track Editor.

What do I need to do? The IT Department will configure the majority of your track for you. Although there are some things that you will need to do. It is very important that you carefully review your track configuration in Track Editor and add the necessary information for a successful master schedule. The Track Editor is generally locked after the first week of school. Too make changes to the Track Editor after it is locked, please contact the Pupil Accounting Department. Errors in your track configuration may cause problems later when you attempt to run monthly attendance and enrollment reports. You need to do the following tasks. Make sure you follow the steps on the next pages carefully.

1. Periods. Define or verify the periods offered in your track.

2. Lunch Period(s). Define the number of lunch periods offered (Secondary Schools.)

3. Bell schedules. Define the bell schedule for regular and minimum days.

4. Bell schedule calendar. Enter the bell schedule days on the Bell Schedule calendar. Make sure that the appropriate bell schedule is associated with each school day.

5. Label Cycle Days. Label the cycle days used in your track (Secondary schools.)

6. Cycle Day calendar. If your school has more than one cycle day, enter the cycle days on the Cycle Day calendar (Secondary schools.)

7. Events Calendar. Review the Events Calendar to make sure that the attendance months, grading periods, non-pupil holidays, district modified days and site minimum days are set correctly. Adding events to the Events Calendar is optional.

http://old.sandi.net/pupil_acct/


Defining the Periods (Mandatory)

Elementary schools: Follow the directions below to verify that your regular day track is set up as a one-period day. Secondary schools: Follow the directions on the next page to define the codes for your periods.

ELEMENTARY SCHOOLS Verify that your track is set up as a one-period day.

• Launch Zangle. Click System. Click System Setup. Click School Setup. Click Track Editor. • Click the Definitions tab. You should be on the Periods sub-tab by default.

By default, the Definitions tab starts on the Periods sub-tab.

Verify that this screen says “1” for both Period and Code. This is because elementary schools are one-period days.

1


SECONDARY SCHOOLS Based on the track configuration submitted to the IT Department in the Spring, your regular day track is set up with the number of periods that you specified and appears on the General tab of Track Editor. Based on the number of periods you specified, you can enter the codes that you want to appear in the master schedule, in attendance screens, and on students’ schedules. For instance, if your school offers a “zero” period and wants to identify it with that code (rather than the default of “1”) then you will need to edit this information as described below.

• Launch Zangle. Click System. Click System Setup. Click School Setup. Click Track Editor. • Click the Definitions tab. You should be on the Periods sub-tab by default.

Important: You cannot edit the number of periods. If you need more or fewer periods, please contact the IT Help Desk at (619) 209-HELP.

Enter the desired codes in the Code column. The codes shown in the second column will appear in the master schedule, in attendance screens, and on students’ schedules. The codes shown here are examples only! NOTE: The number of periods shown in the first column is based on the number entered on the General tab. This is not editable.

By default, the Definitions tab starts on the Periods sub-tab.

Click Edit. 1

2

Click Save. 3


MAKING CHANGES TO THE TRACK EDITOR

Overview Around the time the school year begins, the Track Editor is locked for SDUSD schools. During this time you cannot edit your bell schedules, periods, calendars, or any other component within the Track Editor application. If you need to make changes to the Track Editor after it has been locked, please contact the Pupil Accounting Department.

There are instances where sites or departments must change the information controlled by the Track Editor feature, and in those limited cases, the following procedure should be followed:

Process 1. The Zangle Power User will complete the “Bell Times-Instructional Minutes Change” form,

including school information, nature of the change, reason for the change and the timeline for implementation of the change. The form is available for download at Pupil Accounting’s website, in the section titled Zangle Track Editor Changes. The Zangle Power User will forward the completed form to the principal for approval, who will then e-mail the request to Dee Slieff, Pupil Accounting Department, at [email protected].

2. The Pupil Accounting Department will determine if the change is allowable under existing California Department of Education and SDUSD procedures and guidelines. Pupil Accounting will calculate the new Instructional Minutes.

3. Pupil Accounting will forward the request to the other departments for approval. 4. The Chief School Improvement Officer, Transportation and Food Services will each approve

or disapprove the request and return the response to Pupil Accounting. 5. Any fiscal impact to the Transportation Department will be charged to the school site. 6. Requests must be received three weeks prior to the schedule change. 7. Pupil Accounting will notify the school site and the other three departments of the final

review results along with the amount of any related costs. 8. After the changes have been made, Pupil Accounting staff will review the changes for

accuracy and alignment with the request. Site principal will receive a report that indicates all changes have been made and all departments are in alignment with the changes.

If you have questions about changing your track setup, please contact the Pupil Accounting Department at (619) 725-7575.

http://old.sandi.net/pupil_acct/


Why do I have to do this? The addition of a lunch period in your master schedule will allow the district to correctly calculate instructional minutes. The lunch period will help the district auditor verify each school has a 30 minute duty-free lunch.

ADDING A LUNCH PERIOD TO YOUR MASTER SCHEDULE (MANDATORY FOR SECONDARY SCHOOLS ONLY)

Overview Secondary schools with multi-period bell schedules are required to include a lunch period in their future master schedule. Secondary schools must complete the following tasks:

• Label a period in the track setup with the L-code; (you may need to add an additional period to your track in order to complete this step.)

Secondary schools are not required to schedule their students for lunch. Scheduling students for lunch is optional. This section provides the following information:

• Background Information

• Setting Up Your Track – Period Definitions

• Setting Up Your Track – Bell Schedule

• Handling Multiple Lunches

• Simple Strategy for Adding Lunch to the Master Schedule

Background and New Information for 2011–2012 Beginning 2007-08 all secondary schools were required to add an additional period to their bell schedule for lunch. Lunch is not included in the total instructional minutes for the school day. The passing periods before the lunch period should be included as instructional minutes. The passing period after the lunch period should not be included in the total. Secondary Schools have the option to add a Lunch section to their Master Schedule if they so choose. Attendance will not be taken or counted for the Lunch section. Citizenship and academic marks will not be collected either; it will not print in the student report card or transcript.

Note-1: Beginning September, 2011, if a school decides to add the LUNCH course to its master schedule and schedule students for it, the entry chosen from the Faculty drop-down menu in the Master Schedule must be NonClassScheduleOnly. (Do not choose a ZZ Teacher. Do not choose an actual faculty member.)

Note-2: Schools are not required to build their master schedules with the LUNCH course scheduled in the L-period; they just need to have the L-period accounted for properly in the Bell Schedule. If a school chooses not to have the LUNCH course in their master schedule, LUNCH will not appear in any student’s schedule, and it will not print on any student’s report card or transcript.


Setting Up Your Track – Period Definitions You will use the Track Editor application to assign the L-code to the period associated with lunch. The example below shows how a six period master schedule with lunch scheduled after period 4 would look in the Track Editor.

Before After

You do not have the ability to add a period to your own track. IT must complete this task for you. Make sure to include an additional period for lunch when submitting your track setup to IT. IT will add the period and notify you once the process is complete. Contact the ITSS Help Desk ((619) 209-HELP) if you have additional questions.

Please follow the instructions below to edit your period code definition: Open Track Editor. Click the Definitions tab. Click the Periods sub-tab. Click Edit.

Setting Up Your Track – Bell Schedule Your bell schedule should include a 30 minute lunch and a passing period before and after the lunch period. The Count Passing (CP) box is used to identify passing periods that should be included in the instructional minutes calculation. By law, you can claim the passing periods before lunch or after lunch, but you cannot claim both. Our district claims the passing minutes before lunch as instructional minutes. Please check the CP box for every period except for the lunch period. See below for an example of a bell schedule with a six period day.

Notice how period 5 is assigned the code of L. The code, not the period, appear in most reports and applications.

Notice how the Lunch period is at least 30 minutes long.

The CP box for the lunch period is not checked.


Adding a LUNCH Section to Your Master Schedule (Optional) Please follow the steps below after you have exported from the Builder for the final time. This is important because exporting from the Builder will delete any work completed in the Master Schedule Editor.

Note: You can use the Builder to complete this task as well. You do not need to wait until the end of the scheduling process if you are adding the section using the Builder application.

Follow the steps below to add a LUNCH section to your master schedule.

• Launch Zangle. Click Schedule. Click Master Schedule.

From the Faculty drop-down menu, choose NonClassScheduleOnly.

1

Scroll to the bottom of the Available Courses list, and click & drag the LUNCH course to the L-period.

The Section Information window opens.

2


Set the Section Size to no greater than 999.

Note: If your school population is greater than 999 and you’re scheduling students for lunch, you’ll need to create more sections.

3

When finished, click Save.

Instructions for Mass Scheduling students for LUNCH begin on page 25.

4

When schools have more than one section of lunch, some schools change the Section number to reflect the grade level of the students attending that lunch section.

Note: Section numbers do not print on locator cards or student schedules.

It is not necessary to choose a Classroom unless your school has multiple lunch times, and you’re using the Classroom entry to indicate on a student’s schedule which lunch time the student is scheduled for. See page 24 for discussion.


Handling Multiple Lunches – New Procedure Beginning September, 2011 Some secondary schools have multiple lunch periods and schedule their students for lunch. In order to calculate instructional minutes correctly, you must add only one period for lunch in the bell schedule. Having LUNCH sections in the master schedule and scheduling your students for one of them can be used to your advantage if your school has multiple lunch times.

New: Because section numbers do not print out on student locator cards, it’s important to distinguish the different lunch times in another way. In previous years, we did so by assigning different ZZ Teachers to each lunch time. However, as of September, 2011, the process is changing. The Faculty assigned to the LUNCH course must be NonClassScheduleOnly. To differentiate the different lunch times so the students can clearly see which lunch time to attend, use different room numbers for each section. (You might want to create new room numbers specifically for this purpose, e.g., Lunch 1 for the first lunch-time, Lunch 2 for the second lunch-time, Lunch 3 for the third lunch-time, etc. See page 14 for directions on adding room numbers.)

Depending on the number of lunches you have, you will need to create that amount of sections with different room numbers. The Faculty assigned to each section must now be NonClassScheduleOnly. You may create as many sections you need with NonClassScheduleOnly as the Faculty and different unique room numbers to identify the lunch time a student has in the Students Schedule.

Note: You are not required to schedule your students for lunch. You only need to schedule students for lunch if you want LUNCH to appear on the Student Locator Card or other report.


Mass Schedule Students for LUNCH Section(s) (Optional)

Follow the steps below to mass schedule students for LUNCH.

• Launch Zangle. Click Schedule. Click Mass Schedules.

Choose the desired LUNCH section from the Section to Add menu.

3

Choose Manually Scheduled as the Entry Code.

4

Verify the date is set to the first day of the school year.

5

Click Save.

The Mass Schedules Pending Actions window will appear.

Repeat Steps 1 – 6 if you are scheduling more than one section of LUNCH.

6

Click Add.

1

Click Add.

2

If you are not assigning the same section of LUNCH to all students, click Select Students to use the various filtering criteria to schedule the desired students into the section chosen in Step 3.


Click Process. The Process Actions window will appear.

7

Click Process. The application will schedule the students into the LUNCH section(s).

8


Entering Your Bell Schedules (Mandatory)

Zangle uses the bell schedule to calculate instructional minutes for ADA purposes. You must define a bell schedule for regular and minimum days. For each bell schedule you will define the number of minutes for each period, the number of minutes for each passing period, and the number of minutes allocated for lunch. You will define the days which the bell schedule should be applied.

IMPORTANT: This process must be done each year for each track. Bell schedules do not copy from year to year.

Follow the steps below to enter your track’s bell schedules.

• Launch Zangle. Click System. Click System Setup. Click School Setup. Click Track Editor. • Click the Definitions tab and then click the Bell Schedules sub-tab.

Click Edit. 1

Click Add.

2

In the dark grey area, type “Regular Day.”

3

Click Color. A window with colors will pop up. Select a color to represent your regular day bell schedule. This color will be displayed later on the Bell Schedule calendar.

4

Check the “Set this Bell Schedule as Default” checkbox because this is your main bell schedule.

5


Enter the start and end time for Period 1 using military time. • In the Begin cell, enter the start time. Place a

“0” before hours that have a single digit. For example, 7:30 a.m. should be entered as “07:30.”

• Hit tab to advance to the next cell. • Enter the end time in the End cell. • Hit tab to advance through the next five cells.

The application will automatically calculate the length of each period and the number of passing minutes.

• The CP flag (Count Passing Minutes) should be checked, will now accurately display calculations. (except after lunch.)

The times shown here are examples only!

6

Enter the start and end time for the remaining periods using military time. For example, 1:00 p.m. should be entered as “13:00.” The times shown here are examples only!

7

Check that the total minutes are accurate. This number is based on the minutes that were entered for this bell schedule. Make corrections to the bell schedule if necessary.

8

IMPORTANT! Repeat Steps 1-4, skip 5 and then do 6-8 for the rest of your bell schedules including modified day. For your modified day bell schedule, type “Modified Day” in Step 3. 9

You should have multiple line items. Click each one so that a black triangle appears. Notice the right side of the screen changes to show the times for the selected bell schedule.

Only the Regular Day should be checked as the default bell schedule.

Click Save.

10


Editing the Bell Schedule Calendar (Mandatory)

Zangle uses the bell schedule to calculate instructional minutes for ADA purposes. Most sites have unique bell schedules configured around the educational needs of their program. Each site must define the regular and minimum days in the bell schedule to reflect the needs at the site.

Note: You will need to complete this process each year. When you make changes to the Bell Schedule Calendar, always click the Recalc Calendar button before saving.

Follow the steps below to edit the bell schedule calendar.

• Launch Zangle. Click System. Click System Setup. Click School Setup. Click Track Editor. • Click the Calendar tab, the click the Bell Schedule sub-tab.

1. First, make sure you are in the Edit mode to make changes to your Bell Calendar.

2. The calendar should already have the Regular Day Bell Schedule entered as the default schedule. You should see the color that you chose for the Regular Day schedule for every day on the Bell Schedule Calendar. This was accomplished by putting a checkmark in the Set this Bell Schedule as Default checkbox, which is located in the Bell Schedules sub tab, then Bell Schedules. See screenshot on the next page:


3. The next step is to enter the modified days for your school in to the Bell Schedule Calendar. This is done by choosing the first modified day that you will have at your site. In the example below, Wednesdays are the day that Serra H.S. will be using as their modified minimum days, so the first Wednesday after school has started has been selected (9/9).


4. After selecting the first modified day for your site, change Regular Day to Minimum Day from the drop drown menu. This will change Wednesday 9/9 from a Regular Day Bell Schedule to the Minimum Day Bell Schedule. The Lock Bell Schedule checkbox will automatically become checked.

5. Notice the change in the color of 9/9. It should now display the color you have chosen for your site’s Minimum Day. You will need to repeat this process for all Modified Days on your calendar; including minimum days, testing days etc. The following calendar shows how the month of September should look after entering the Minimum Days to the Bell Schedule Calendar.


6. Now that you have done September, enter all Modified Days for the entire school year. If you know the days of your Parent/Teacher conferences, you can change those days from Regular to Minimum at this time. Important! Before you save your changes, remember to press the Recalc Calendar button! This will re-calculate the number of instructional days and minutes that your site has. The Pupil Accounting needs this information accurate for reporting purposes.

7. Now click Save to save your work.


Editing the Cycle Day Calendar (Mandatory if your school has more than one cycle day. Secondary schools only.)

Zangle uses the cycle day calendar to determine which periods to offer on a given day. Each site must complete the cycle day calendar. Elementary sites usually have only one cycle day whereas middle and high schools may have more than one cycle day.

Note: You will need to complete this process each year.

Follow the steps below to edit the cycle schedule calendar.

• Launch Zangle. Click System. Click System Setup. Click School Setup. Click Track Editor. • Click the Calendar tab. Click the Cycle Days sub-tab.

Click Edit.

1


2 3 From the drop-down menu, choose B Day.

Select the first day that will be a “B Day”. In this example we chose Wednesday, September 9.

Repeat this process for the entire calendar until the last day of school for the upcoming year.

Notice now that September 9 has changed color to represent a B Day.

4


Notice now that the month of September has both A days and B days. Finish the entire calendar year.

Click Recalc Calendar.

5

Click Save.

6


Reviewing the Events Calendar (Mandatory)

What is the Events Calendar? The Events Calendar in Track Editor is used to record important dates in your school year, like the first day of school, a modified day, or a legal holiday. IT and Pupil Accounting setup your Events Calendar. Reviewing it is mandatory, entering other events to the calendar is optional.

In this example, September 4 has three events tied to that day: Year Begin, Month Begin, and Legal Holiday. Notice that September 5, 6, 13, 20, 27, and 29 are marked with a color. This means that they each have at least one event tied to them.

What are types of events? The table below describes the different types of events. These are the most common ones.

Color Event Description

Yellow Year Begin, Year End

You should have one pair of yellow Year Begin/End markers, one for the first day and one for the last day. This defines the start and end date for the school year.

Red Term Begin, Term End

This varies by school. You should have as many pairs of red Term Begin/End markers as you do terms (or sessions). These are used to determine when marks are collected or when students change classes. If your school uses semesters, you would have two Term Begin markers and two Term End markers (one set for each semester). Term markers are not used to define the collection of “progress reports.”

Green

Month Begin, Month End (for attendance months)

The months are based on the Pupil Accounting attendance calendar. These pairs define the Month Begin and Month End for the start and finish of each attendance reporting month. SDUSD reports attendance to the State every 20 school days.

Blue Off Session and Pupil Holiday

Any day that students do not attend school due to days that school is not in session for legal (for example, Memorial Day) and non-legal (for example, Spring Break) reasons needs to be marked blue. Days that are marked blue do not collect attendance.

Pink Staff Development or Modified Day

Days that are modified/minimum day or staff development day need to be marked. A Staff Development day is when students do not attend.

September 4 is selected.

September 4 has three events tied to it.


What do I need to do? Every school year, the IT Department will enter the yellow, red, green, blue, and pink days for you, with the exception of your modified days. Check that the events entered by IT are correct.

IMPORTANT! Editing the Events Calendar is OPTIONAL! Do not remove events that have been pre-populated by the Informational Technology department. You may be held responsible for the miscalculation of ADA information. If you have any questions or concerns regarding these dates, please contact the Pupil Accounting Office.

Follow these steps to enter your modified days and check the Events Calendar. (Optional!)

• Launch Zangle. Click System. Click System Setup. Click School Setup. Click Track Editor. • Click the Calendar tab, the click the Events sub-tab. Click Edit.

Click on the date of your first modified day. There should be a black box around the date.

1

Click the Add Event dropdown menu, and then select Modified Day.

2

Check that the date got marked and that the event appears correctly in the list of events. If you made an error, see the next page for information on deleting an event.

3

The event you added shows here. It is possible to have multiple events for the same day.


Repeat Steps 1-3 to enter the remaining modified days for the month.

4

Click the single right arrow to go forward one month. Repeat Steps 1-4 to enter the remaining modified days for the rest of the school year.

5

Once you have entered all of the modified days for the school year, click Validate Events first and then Recalc Calendar.

6

Click Save. VERY IMPORTANT! After you enter your modified days, click through the enter school year once more to check the events, especially the ones entered by IT. If you find an error with events entered by IT, please contact the Help Desk at (619) 209-HELP.

Note: When clicking Save, the application will automatically re-direct you to the General tab.

7

HELP! I added the wrong event.

How do I delete it? To delete an event, first click the date so it is selected. From the Remove Event drop-down menu, select the event you wish to remove. The event will then be removed from the calendar.


Part IV: Faculty

Management


I’m new to the school. Can you set me up with

access to Zangle?

Overview to Managing Your Faculty

STAFF MEMBERS NEW TO YOUR SCHOOL Staff members that are brand new to the district are added to a Zangle track called San Diego Unified, it is commonly referred to as the district track. This is done after HR has processed the PAR or Personnel Action Request. You must take steps to add the faculty to the appropriate track(s) at your school. You will need to do the following to manage a new staff member:

1. Add the employee to your track(s) if they are not already there. Go to the SDUSD track. Create a new faculty status (Facstat) record for any track at your school—T, S, E, I, etc.—to which the staff member will need access. See the directions on p43 Adding a New Employee to Your Track.

2. Assign permissions. In your school’s primary, or main track, you must assign permissions for this person. If this is an office staff member, use Permissions Editor in Zangle. If this is a teacher, use the Permissions link in Zangle Web Administrator. NOTE: You will need to determine the level of permissions to set for office staff users. See the directions on page 47.

EXISTING STAFF MEMBERS THAT NEED MORE ACCESS At times you will have existing staff members that need more access. This might happen when his or her roles change (for instance, now he/she needs to handle Attendance tasks) or when your school gets a new track (like Extended Day or Intersession.) In this case, you need to add another faculty status record for the staff member and/or assign different permissions. See the directions on p.46.

STAFF MEMBERS LEAVING YOUR SCHOOL The HR system will create a new account for a new staff member but will not close this account once he or she leaves your school. You must periodically review your existing faculty list in Faculty Editor to close or delete the accounts of staff members who no longer need access to information at your site. See the directions on p.58. If the faculty member is a teacher and they are scheduled for a course in the master schedule for the next school year, then you must delete their course in the master schedule for next year before you can delete their Facstat record.


About Faculty Editor

You will need to use Faculty Editor to set up any staff members that will use Zangle or ZangleConnection. This typically includes teachers, administrators, clerical staff, counselors, nurses, and any other personnel in the school who require access to the student information system. You use Faculty Editor to create faculty status (Facstat) records for employees.

Information about the selected faculty is displayed at the top of the screen. This cannot be changed.

Click Find or List to find the desired staff member. NOTE: Any staff member, including central office staff, that currently has access to your track will appear in the list.

1

4 Click Edit to edit the tracks to which a staff member has access. NOTE: You will only need to edit information on the Status tab.

5

This portion of the screen is on the Status tab. It shows the tracks that a staff member currently has (or has had) access to. • Entry date: The first day that the faculty can access the track. • Exit date: The last day that the faculty can access the track. If there as an exit date, the record is “closed.” • Track: The specific track at a specific school during a specific school year to which the faculty has/had access. • Job: It is not important to set this unless you want to. • Tchr/Cnslr/Cert: These checkboxes show if the faculty is flagged as Teacher, Counselor, and/or Certificated.

3

The Status tab is the main tab that you will use. 2


ABOUT THE CHECKBOXES When creating a faculty status record in Faculty Editor, you need to choose checkboxes to manage your faculty. Certain boxes allow faculty members to appear on specific lists throughout the application. Use these guidelines for determining which boxes should be checked on a Facstat record.

Title Description

Teacher Check Teacher if the faculty member will be a teacher in this track. This box must be checked for the faculty member to appear as a teacher in the Master Schedule application.

Site Admin Check Site Admin if the faculty member is a school site administrator (i.e., principal, vice-principal, etc.).

Counselor Check Counselor if the faculty member will be a counselor or an advisor for this assignment. This box must be checked for the faculty member to appear as a counselor in the Assign Counselor application.

Database Admin

You cannot check this Database Admin; only the IT Department can do this. If you are a Power User for this track, you need to have IT set this up for you. This box must be checked before a Power User can make groups using Group Editor or to make and share query writer reports.

Certificated Check Certificated if the faculty member is a certificated employee.

Important: Make sure you check the Teacher box for a user you intend to make an Alternate Faculty (job share) (page 62) so that user will be able to take attendance (and assign marks) the same way the Assigned Faculty can. (If you do not check the Teacher box for a user you intend to make an Alternate Faculty, that user will have access to all of the attendance codes your attendance clerk has and will likely insert the improper attendance code.)

Note: The active status records of faculty members will be copied from year to year during the New Year Init process. You will not need to repeat the process of creating additional active status records for the staff member in the future unless you want to add them to a track they have not belonged to in the past. For information about closing or deleting Facstat records, please see the directions beginning on page 58.


Adding a New Employee to Your Track

You may need to add employees that are new to your school to your track(s). To do this you must log into the SDUSD San Diego Unified School District track. This can only be done after HR has processed the PAR. After the PAR has been processed, the employee will be in Zangle the next business day.

Follow the steps below to add a new employee to your track

• Launch Zangle. Select the correct track.

• Click System. Click Faculty Info. C lick Faculty.

Click the Status tab to view existing status records.

Click Find or List to select the appropriate faculty member.

2

3

IMPORTANT! The faculty member should not have an active facstat record for your school. If they do, stop here! There is nothing you will need to do.

NOTE: The number of tracks that you see may vary. The San Diego Unified track will be at the bottom of the list.

1


IMPORTANT: Remember to switch back to your track after using Faculty Editor in the San Diego Unified School District Track. To do this, exit Faculty Editor and the Faculty screen. Then go to File, Switch Tracks. Don’t forget! You will always need to assign permissions after creating facstat record. See About Permissions on page 46 for details.

Click New.

5

IMPORTANT! Select your track. Be careful with your selection! Your site will have more than one track in the list. Make sure to select the track for the appropriate school year.

7

Repeat steps 5-8 if you want the faculty member to be active at more than one track at your site.

When you are finished click Save.

Click Edit. The screen will change.

4

Check the appropriate boxes for your staff member. The table on page 42 describes each checkbox.

8

Set the entry date only. This is the first day that the person can access Zangle (not his or her job hire date).

NOTE: The date defaults to the system date.

6

9


Creating Additional Faculty Status Records for Existing Staff Members

If your school gets an additional track, like an E-Track for Extended Day or an I-Ttrack for Intersession, you will need to create facstat records for any existing staff members, including teachers, that need access to those tracks. To create another facstat record for an existing staff member, follow the same directions described on page 43. However at Step 1, log into your school’s regular track.

Don’t forget! You will always need to assign permissions after creating facstat record. See About Permissions on page 46 for details.


About Permissions

OVERVIEW As the Power User, you will be responsible for controlling each faculty member’s access to specific modules. Assigning permissions should be taken seriously. The Power User is the only person on site who should have access to the Permissions applications. Disciplinary actions may result from abuse of the permissions applications. Permission adjustments should be reviewed by the site administrator before implementation.

PERMISSIONS FOR ZANGLE USERS Permissions for office staff that use Zangle is done in Permissions Editor. Permissions are organized into groups called sets. Sets have been created by the district and are roughly organized around specific job descriptions. For example, there are sets called “Attendance,” “Counselor,” and “Library Assistant.” An employee can belong to more than one set. It is recommended that employees are not given permissions for applications that they do not need. Employees with an excessive number of sets may become confused and edit or delete important information by accident. Important! Users who do not use Zangle do not need to be added to a permission set in Zangle.

IMPORTANT! You can add or remove faculty members from permission sets but should never attempt to edit or create a set. Your work will be lost. For assistance with Permission sets, please contact the ITSS Help Desk (619) 209-HELP.

PERMISSIONS FOR ZANGLECONNECTION USERS Use Zangle Web Administrator (https://dwa.sis.sandi.net/zangleconnect/) to set permissions for classroom teachers, resource teachers, and anyone else that will use ZangleConnection to view student profile information via the web.

https://dwa.sis.sandi.net/zangleconnect/


Assigning Permissions for Zangle Users

To assign permissions for Zangle users—including clerks, administrators, counselors, nurses—use Permissions Editor. Please read About Permissions before you follow these directions. Assigning permissions is a serious matter and must be done correctly. NEVER Edit, Delete or create a New set! NOTE: These directions are not for teachers! To add teachers to a permission set, please see Assigning Permissions for Teachers and Other ZangleConnection Users on p.50.

Follow the steps below to assign permissions for a Zangle user.

• Launch Zangle. Click System. Click Faculty. Select Permissions.

Click Edit Members.

2

Click the set to which you would like to add the staff member(s).

1 The number of members in the set appears here.

The number of applications/reports in the set appears here.

NEVER USE!

NEVER USE!

NEVER USE!


Click the checkbox next to the faculty’s name. If there are multiple names that you want to add, you can click multiple checkboxes.

4

Click Save.

6

Search for the faculty using part of the last/first name. Click Find.

3

You can filter by alphabetical range, such as: “From A to C.”

Upon clicking Find, the results that match your search criteria appear on the left side of the screen. If you cannot find the faculty, make sure you have created a facstat record for this person for this track.

Click the right arrow to move the selected name(s) to the Members side of the screen.

5

Verify that the name(s) moved to the right side of the screen. In this example, three staff members are in this permission set.

IMPORTANT: You can only save one faculty permission set change at a time. Each faculty member or permission set must be added one at a time.


ALTERNATE METHOD OF ASSIGNING PERMISSIONS

1. Click Show By Faculty at the bottom of the screen.

2. Select the faculty from the list on the left-hand side of the screen. Use the alphabet filters if desired. Make sure you click once on the faculty’s name so that it is highlighted.

3. Click the Sets radio button.

4. Click Edit. A new screen will appear.

5. Select the set(s) to which you would like to add the staff member. Click Save.

6. The added set(s) will appear in the window on the screen.

REMOVING PERMISSIONS Repeat the steps that begin on p47. However, at Step 4, choose the member(s) that you want to take out of the set by clicking the checkboxes on the right side of the screen. At Step 5, click the single-left arrow.

The number of members in the set should reflect the change you just made.

NEVER USE!

NEVER USE!

NEVER USE!


Assigning Permissions for Teachers and Other ZangleConnection Users

Use Zangle Web Administrator (https://zangle.sandi.net/zangleconnect/) to set permissions for classroom teachers, resource teachers, and anyone else that will use ZangleConnection to view student profile information via the web. In Web Administrator, permission settings are organized into roles, such as Teacher, Site Tech, and Nurse. You need to assign the faculty members to the appropriate roles. A staff member can only be added to one role.

Important! The Role Definitions and Role Permissions have been pre-configured for your site. Never edit these settings.

• Note: If a teacher is in the Master Schedule in Zangle and his or her section is set up to take attendance, he or she automatically has access to ZangleConnection to take attendance. These steps give teachers access to Student Profile.

• Note: Make sure you follow these same steps for anyone you setup as Alternate Faculty and want to give them access to Student Profile.

Follow the steps below to assign permissions for teachers and other ZangleConnection users.

• Launch Internet Explorer. Navigate to https://zangle.sandi.net/zangleconnect/

Click Login to ZangleConnection.

1

Note: The Summer School login only appears throughout the summer, beginning in late spring.

https://zangle.sandi.net/zangleconnect/

https://zangle.sandi.net/zangleconnect/


Enter your employee ID.

2

Enter your password.

Click Logon.

3

4


Click the track for which you would like to assign permissions.

Note: You will never use the SDUSD track here to assign permissions.

5

Click Select. A new window opens.

6

Click Zangle Web Administrator.

7


Click Permissions.

Select the desired role from the Permission Role drop-down menu.

In this example, the Teacher role has been selected because a teacher needs to be added to the set.

A list of names will appear.

8

Click Faculty Roles.

9

10

From the Unassigned Faculty list, click the desired faculty member’s name.

Click Add Member. The faculty member will appear in the Assigned Faculty list on the right side of the screen.

Repeat Steps 11 and 12 to add additional faculty members to the selected role.

It is not recommended that you use the Add All Teachers button to mass move all faculty flagged as teachers. There will be more people than just the teachers at your site on the list.

11

12

Click an X to remove a faculty member from the set.


Click Close when you are done using Web Administrator.

13

Click Logout when you are finished using ZangleConnection.

14


Printing the Faculty Directory

Print the Faculty Directory report to see who is flagged as Teacher, Counselor, Certificated, DB Admin, and Site Admin. This report is useful when cleaning up the facstat records.

Follow the steps below to print a list of your faculty.

• Launch Zangle. Click System. Click Reports. Select Faculty Directory.

Click the Select tab. 1

Double-click Track.

2


D

Double-click Type.

Select only the next year’s track for your school.

3

Click Done.

5

4

In the window that appears, select the roles that you would like to include. In this example “Teacher” and “Certificate” is selected. Click Done.

6


Click the X to close the report.

The report shows the tracks to which each person has access.

The “Y” indicates that the person is flagged as that role.

Click Continue to print. Otherwise, click Cancel.

8 If you print the report, you may want to uncheck the Cover Page option.

7


Cleaning Up Records

It is important to clean up your school’s faculty status records so that only current staff have access to your track(s). First, run the Faculty Directory as shown on p.55. Then close or delete the unnecessary records as appropriate.

RE-OPENING FACSTAT RECORDS Use these directions to re-open the status records of staff members for a previous year. For example, a school Registrar who needs access to students in a track from a previous school year.

1. Click System. Click Faculty Info. Click Faculty.

2. Click Find. Find the desired staff member.

3. Click the Status tab. Review the list of records.

4. Click once on the previous year’s record that you want to re-open. There should be a black triangle next to the left of the record. Click Edit. A new screen will appear.

5. In the Exit date field, remove the date as shown in the screen shot below:

6. Click Save. The staff member will now have access to last year’s track with the same permissions they had last year, including the ability to make updates. If this employee was not at your school last year, you will need to create an additional facstat for last year’s track for the employee. See page 43 for more information.


CLOSING FACSTAT RECORDS Use these directions to close the records of teachers (or other faculty) that no longer work at your school. For example, a long term sub that has left or someone who has switched schools mid-year.

1. Click System. Click Faculty Info. Click Faculty.

2. Click Find. Find the desired teacher (or other faculty).

3. Click the Status tab. Review the list of records.

4. Click once on the record that you want to close. There should be a black triangle next to the left of the record. For instance, you may want to select next year’s track if the teacher will not be working at your school next year. If the staff member is a teacher, you will need to delete them from next year’s master schedule first. Click Edit. A new screen will appear.

5. In the Exit Date field, enter the last day that you want this faculty to access this track. In the example below, the last day of the school year was entered as the exit date.

6. Click Save. You will return to the original screen. You should see that the record has is “closed out” with an exit date.

DELETING FACSTAT RECORDS You should delete records only if a staff member will never use the track to which he or she was given access. For instance, when New Year Init is run, any open status record is copied forward. If a teacher is not coming back, the next year’s record should be deleted. You will need to delete them from next year’s master schedule first in the Master Schedule Editor application.

To delete a facstat record, follow the directions above. However, at Step 5, do not enter an exit date. Instead, click the Delete button. A message will appear that says, “Delete Record?” Click Yes. Click Save. The record will be deleted when you return to the previous screen. This is necessary so that the person won’t have a facstat created year after year for them at your school’s track.


UNDERSTANDING PRIOR YEAR VERSUS HISTORICAL DATABASE In working with prior year data, it is critical to understand the difference between data for a prior year and data in a historical database. Access to prior year data should be restricted to only the few highly skilled users who need access to perform specific tasks while access to historical databases can be available to everyone.

Historical databases When you launch Zangle, you choose a database in the Select a School / Track / DBC window:

For example, to work in the summer school database, SS Production is selected rather than Production. During the regular school year, however, Production is almost always chosen. Production is often referred to as the current or main database. In the list of databases, 0809 Production, 0708 Production, etc. are other choices: these are historical databases.

The historical databases are locked for Read Only access. They can be accessed by users to look at master schedule, attendance, and mark reporting details from previous years or to view information on students who are no longer in the district. This is the appropriate way for most users to look at old information: they can see it but cannot change anything. It is not necessary to reopen a facstat in order for a user to access a historical database. Don’t reopen facstats in historical databases. Reopening a facstat in a historical database will not automatically allow changes to be made to these data.

Prior Year Data In contrast, prior year data will always be in the current database, Production. You access prior year data by choosing a track for that year in the Select School / Track / Year window, which displays a list of tracks that you have access to:


This list is displayed when logging into Zangle, after you’ve chosen a database and entered your ID and password. It can also be accessed by choosing Switch School/Track/Year from the File menu once you’re in Zangle.

To access prior year data, you must have an open facstat record for that school /track / year in the current (Production) database. An open facstat record means that you have all of the same permissions for prior year data as you do for current year data. There are very few people at a school who should be able to make changes to prior year data. Currently, the only prior year data that should have any changes made to it is Academic History and Enrollment Exit information.

Do not change prior year data for any student your school doesn’t own! Use Student Locator to look up a student to see which school owns a student. Send any changes to that school.

There should be no need to reopen facstats for any tracks other than main tracks. You shouldn’t reopen facstats for CD, CP, Extended Day, Intersession, OCILE, or summer tracks. There is no known reason to change any data associated with these tracks in prior years.


Creating a Job Share – Alternate Faculty

Do you have two teachers doing a job share? Or, do you have a situation where a long-term sub will be in a teacher’s classroom for an extended period of time? If so, it is recommended that you create a job share that allows the two faculty members to access the same information in TeacherConnection. You can set it up where they both have access to post attendance and submit marks for the same course(s) during the same period of time. To do this, use Alternate Faculty Editor.

Zangle requires that one teacher be identified as the Assigned faculty, or “main faculty member” for each class, and the other teacher as the Alternate faculty. You must assign sections to the Assigned faculty in the master schedule prior to creating the job share.

Note: Job Shares must be created for both semesters if necessary. Job shares cannot extend past the last day of the school track.

Follow the steps below to create a job share.

• Launch Zangle. Click System. Click Faculty Info. Click Alt Faculty.

Select the job share type from the Type menu.

• Job Share w/out Marks: Use this when you do not want to share the Marks screen or Gradebook. The Attendance screen will be shared.

• Job Share w/Marks: Use this when you want to share the Attendance, Marks, and Gradebook screens. This allows either teacher to add or edit class marks.

1

Click Add.

The screen will change.

2


IMPORTANT! Set the date range for the job share. The screen defaults to only a one-day job share. You must change the dates.

3

Choose the Assigned Faculty from the menu. This is the staff member to whom the section(s) is assigned in the master schedule. This person “owns” the class.

Choose the Alternate Faculty from the menu. This is the person that will share the class with the Assigned Faculty. This person’s name will not appear on class rosters.

4

Click the checkboxes for each section that you want to be shared.

5

Click Save.

You will return to the previous screen.

6

The shared sections appear on the screen. Check the dates!

When you are done, click Quit at the bottom of the screen (not shown).

7


Verify Permission Settings in Zangle Connection Did you create a job share but the teachers are still unable to take attendance? It is important to verify the permission settings within Zangle Connection. It is important the settings applied by the IT Department are not changed. If the settings have been edited, verify that the screen is exactly as shown below. Log into Zangle Connection, click Zangle Web Administrator and click Permissions.

Select the Alternate Faculty Permissions radio button.

Select the Job Share w/Marks from the Alternate Faculty Types drop-down menu.

Verify that the following applications are assigned.

• TeacherConnection Attendance

• TeacherConnection Marks • TeacherConnection Roster

Reports


Part V: Web Administrator


Overview to the Zangle Web Administrator

Zangle Web Administrator (https://dwa.sis.sandi.net/zangleconnect/) is a web-based utility which allows you the ability to set up and configure Zangle web applications including TeacherConnection, Gradebook, StudentConnection, and ParentConnection.

The links on the left side of the screen allow you to control various aspects of the web-based applications. The main things you will use are Permissions, Marks, and School News. • Permissions: The Permissions screen allows you the ability

to allow or restrict a faculty members access to student information available on the web. Teachers and others will not be able to view web Student Profile until you add them to a role.

• Marks: Using the Marks screen, you can control the

publishing dates and editing windows of report card marks that are entered into the system using the Gradebook or TeacherConnection applications.

• OPTIONAL! School News: School News items are bulletins

or announcements pertaining to a specific school site. School News items can be viewed online by staff members, parents, and students.

NOTE: You should never access the Attendance screen here. This is for district users only.

Zangle Web Administrator is at https://dwa.sis.sandi.net/zangleconnect/





LOGGING IN Directions with screenshots are provided in the section titled Assigning Permissions for Teachers and Other ZangleConnection Users on p.50. Condensed directions are as follows:

1. Go to https://dwa.sis.sandi.net/zangleconnect/ NOTE: This website is available in Zangle by clicking Web Links, a button in Front Office.

2. Click ZangleConnection Login.

3. Enter your employee ID and password. Click Logon.

4. Select the appropriate track. This is the track for which you would like to assign permissions. NOTE: You will never use the SDUSD track here.

5. Click Select. The ZangleConnection menu will appear.

6. Click Zangle Web Administrator.

PERMISSIONS Use the Permissions link to allow or restrict a faculty member’s access to student information available on the web. Permission settings are organized into Roles. After roles are defined, each faculty member is assigned an appropriate role for each track to facilitate personalized access to TeacherConnection. The Role Definitions and Role Permissions have been pre-configured for your site. Do not edit these settings. See Assigning Permissions for Teachers and Other ZangleConnection Users on p.50 for full directions.

SCHOOL NEWS - OPTIONAL Use the School News screen to post bulletins or announcements. School News items can be viewed online by staff members using TeacherConnection, parents using ParentConnection, and students using StudentConnection. To enter a school news item: Go to the School News screen. Enter the begin and end dates of when you want the item to be displayed. If the information should only be viewed internally, click the Internal checkbox. Type a description and the details of the event. Click Submit when you are done. Teachers, parents, and students will see this information on their School News tab in their respective applications.



MARKS Teachers need to be given a “window” of time to submit their marks in TeacherConnection. After verifying the dates with an administrator, use the Marks screen to set this window of time. Teachers will be able to submit marks only within the date range you specify. This window will look different for Secondary schools and Elementary Schools. Elementary Schools will have these fields populated by the IT Department sometime in the Fall of each new school year. Secondary Schools should enter their own dates based on their Mark Reporting dates.

Opening the window

See the table on the next page to understand what each column means. For more information, Secondary schools please refer to the Mark Reporting handbook while Elementary Schools should refer to the Standards-Based Report Card (SBRC) for Power Users handbook.

Enter the appropriate dates for each grading period. See the next page for details.

1 Set the comments to 4. Make sure notes are unchecked. See the next page for details.

2

NOTE: You do not have to enter all dates at one time.

Hint: Double-click in the cell to view a calendar. Click Submit Updates. 3 Your screen may list

different Term Codes due to a difference in your school’s track setup.

These dates are sample dates only.

Never check the Notes box.


Column descriptions

Label Description

Term Code The code used to define a reporting period. This code is displayed in Zangle applications and reports.

Description The description associated with the term code. The teachers see these descriptions in TeacherConnection when selecting terms to enter marks.

Viewable After

This is the date that TeacherConnection (and ParentConnection and StudentConnection) will display students’ marks. It is recommended that you set the View Date to your planned report card/progress report distribution date or later.

Edit From The first day that you want teachers to be able to enter marks and comments for the term.

Edit To The last day that you want teachers to be able to enter marks and comments for the term. Teachers will be able to enter marks through 11:59 p.m. for the date that is entered in this field.

Enrolled Before/ Exited After

Use the same date in both fields. This is the scheduling “cut-off” date, and controls the students that teachers see on their rosters when entering marks for students in TeacherConnection. For progress report terms: Enter either the date that is the last day of the grading period, or the date that is specified by your administrator as the grades cut-off date. For report card terms: Enter the date that is two weeks (10 school days) prior to the last day of the term. This is district policy.

Comments Set these to 4. This will allow teachers to enter up to four comments each grading period.

Notes Make sure these are unchecked. This will prevent teachers from being able to enter their own notes in TeacherConnection.

Calc The district does not use this field.

Closing the window for Comments Because most schools request that teachers finish grades by a time in the morning (like 8:00 a.m., for example), the window must be closed in a special way. Just after the deadline, go back to the Web Administrator Marks screen and change the Edit To date to the day before the deadline. For instance, if the deadline to submit marks is January 16 at 8:00 a.m., at 8:01 a.m., change the date to January 15 and submit this change. By setting the date back one day, this closes the window and teachers will no longer be able to submit marks or comments via TeacherConnection. NOTE: If the teacher is in TeacherConnection when you make this change, the teacher will not be “locked out” until the next time he or she logs in.


LOGGING OUT Always log out of Zangle Web Administrator using the Logout button. This is in the menu bar of the menu.

Click Logout when you are finished using ZangleConnection.



Part VI:

Counselors and Advisors


Assigning Counselors and Advisors

The Zangle student information system allows the user to individually or mass assign counselors and advisors to students. Various reports can be run by advisor or counselor. In addition the assigned advisor appears in banner applications and the assigned counselor appears in Student Profile and Student Editor.

NOTE: A student can have only one counselor per school. A student can have one advisor per track. At the Elementary level, the student’s teacher has been automatically assigned as Advisor.

MASS ASSIGNING COUNSELORS AND ADVISORS Use Assign Counselors to mass assign students to counselors or advisors. Students can be assigned by grade level, alphabet, gender, or group. You can assign the counselors or advisors on a trial basis, review the outcome, and determine if the results are acceptable before making permanent changes to the database.

Follow the steps below to mass assign counselors and advisors.

• Launch Zangle. Click Enrollment. Click Assign Couns.

Select Counselor or Advisor.

Click Do not change database if you want to see the outcome first before making permanent changes.

1

Check Replace any existing Counselor/Advisor if you want to overwrite what already exists.

Select the desired report type.

3

Click Select Faculty.

2

4

Prior to Step 4, you can filter the list of faculty by selecting a type in this menu.


Select the students that you want to assign to the counselor/advisor that you selected in Step 5. This step depends on how you assign counselors/advisors at your school.

If you assign students based on grade level, double-click Grade and select the grade level.

If you assign students based on a last name range, double-click Last Name and choose the name range.

8

Double-click the desired counselor/advisor. The name should move to the right side of the screen.

5

Click Done.

You will return to the main screen.

6

Click the Select tab.

Click Process. (You might want to review the Options tab before you do this.) You will see a progress bar and then a confirmation message.

9

7


Click OK.

10 Review the report, and then click the X to close it.

Repeat Steps 4-11 as necessary. When you are done, click Quit.

11

12


INDIVIDUALLY ASSIGNING COUNSELORS You can assign a counselor to an individual student using Student Editor. Find the student and go to the Miscellaneous tab. Click Edit. Double-click Counselor. Search for the counselor and select his or her name. Click Save. The name will appear in the cell.

INDIVIDUALLY ASSIGNING ADVISORS You can assign a counselor to an individual student using Student Editor. Find the student and go to the General tab. Click Edit. Double-click the student status record for which you would like to assign the advisor. In the window that appears, click the Teacher/Advisor button. Find the advisor, then click Save. The advisor’s name will appear in the stustat record. Click Save to save the record. Before (no advisor assigned) After (advisor assigned)



Part VII: Other Information


Creating Groups Using Group Editor

MANUAL GROUPS Group Editor can be used to create manual groups for use in reports and viewing student data using banner applications. Groups can be shared with your staff or restricted to your use only. To create and save both manual and dynamic groups, a user must have the Database Admin flag checked in their faculty status record for the track. Manual groups are created by the user and will not change. For example the number of students in a manual group of 9th graders will not change when a new student is enrolled into the 9th grade.

Follow the steps below to create a manual group.

• Launch Zangle. Click on System. Select Group Editor.

Make sure Student is selected in the menu at the top of the screen. Then click New.

Select School. This will make the group available to others.

1

Do the following: • Type a code for your new group. The code

will be used to identify your group. • Type a description for the group. • Select Manual.

2

Click Edit list or query. A confirmation window will appear.

4

3


Click Yes. The editor window will appear.

5

Select View. (Use Group if there is an existing group that you would like to pull names from.

Select the view or group type from the pull down menu. The results will be displayed in the Student Source window.

7

Double-click the names of the students that you want to manually add to this group. Names will move to the right side of the screen.

8

Click Done.

9

6


Click Done.

Verify that your group is in the list.

Your group is labeled Manual in the Method column.

Click Quit.

When you group is selected, you can click Show List to see the names.

10

11

12


DYNAMIC GROUPS Dynamic groups are groups that you set up based on demographic or schedule criteria. They update themselves automatically when students are enrolled or as schedules are changed (hence the name dynamic). Setting up a dynamic group is similar to setting up a manual group, except you need to create a rule.

Follow the steps below to create a dynamic group.

• Launch Zangle. Click on System. Select Group Editor.

Make sure Student is selected in the menu at the top of the screen. Then click New.

Select School. This will make the group available to others.

1

Do the following: • Type a code for your new group. The code

will be used to identify your group. • Type a description for the group. • Select Dynamic.

2

Click Edit list or query.

A confirmation window will appear.

4

3


Click Yes. The editor window will appear.

5

Click Expression Builder.

6

Select either Student Schedules or Student Demographics.

Create the rule. In this example, the group must contain students in Drama 1. Course Title = Drama 1 (P)

Examples of demographic rules: • Gender = Female (All female students) • Grade Level > 6 (All students in grades

higher than 6) • Last Name >=B and Last Name <=C

(Last names from B to C) Examples of schedule rules: • Course Title = 1521 (All students in

1521) • Course Title =1521 and Section = 2 (All

students in 1521-2) • Teacher <> Hutchinson (All teachers

but Hutchinson)

Click L to get a list of choices.

Click Add Line to add another line to your rule.

7

8

Click Test to test your rule.

You will get a message that tells you the number of records returned. If you get 0 records returned, no students match your rule.

9 Click Save. Then click Quit.

SQL Statements can also be used to create groups. The directions for creating groups in SQL have not yet been created.

10


Click Done.

Verify that your group is in the list.

Your group is labeled Dynamic in the Method column.

Click Quit.

When you group is selected, you can click Show List to see the names.

11

13

12


Loading Student Photos

OVERVIEW Student photos can be displayed from any banner application. There are two methods for importing student photos. Student photos can be imported individually using the Student Editor application. Photos can be mass imported using the Image Load application.

You will need a copy of a student photo CD from your school photographer in order to mass enter student photos using the Image Load. It is important that you provide your photography company with a file containing student ID numbers at the beginning of the school year. This file will be used by the photography company to organize the files on your CD. Please check the file you send your photography company to verify that the leading zero has not been removed. You will not be able to mass import student photos if the zero is missing from the data file.

In general, student photos must be saved in the following format: • Jpeg – aprox. 50kb. In size • File name must contain the student ID number including the leading zero if appropriate. For

example, “081089123.jpg” • The name of the folder containing the photos cannot contain spaces. “myphotos” and

“my_photos” are acceptable. “my photos” is not acceptable. This folder must be placed on the root directory of your computer.

• Boyd Anderson Photography will provide a CD following this format. • Your photographer may provide a CD that contains the student photos saved in a method other

than that listed above. If this is true, they must provide an application that will convert the photos to the correct format. Lifetouch Photography uses this method. Please contact your school photographer if you need assistance with using their image application.

• NOTE: Some photography companies may provide a CD containing student photos saved as jpeg’s

but with a file name other than the student ID. If this is the case, they must also provide a text file that defines the relationship between their numbering system and the SDCS Student ID. Zangle can make the necessary corrections. For more information about how to do this please read the F1 Help for the Image Load application.


IMPORTING A PHOTO FOR AN INDIVIDUAL STUDENT You can use Student Editor to individually import student photos. This feature may be used for students who have missed the school photography session. Verify that your student photo has been saved using the format mentioned in the Overview.

Follow the steps below to import a photo for an individual.

1. Launch Zangle. Click on Enrollment. Click Student Editor.

2. Use the Find or List buttons to locate the student.

3. Click the Picture tab. Click Edit.

4. Click Change. The Add Student Photo window will appear.

5. Click the browse button (the button with three dots).

6. Navigate to the student photo on your computer. Select the photo. Click Select. Click Save.

7. Click Done on the Student Editor screen. The student now has a photo.


MASS IMPORTING STUDENT PHOTOS Use Image Load to mass import student photos. Your school photographer must have provided you with a CD containing student photos. The photos must be saved using a specific format. Please read the Overview on p.86 before attempting this process.

Follow the steps below to mass import student photos.

• Verify that your student photos are saved using the format discussed in the overview. • Verify that the folder containing your student photos is located on the root directory of your

computer. • Launch Zangle. Click System. Click Utilities. Click Image Load.

Verify the following information: • JPEG is the selected format. • Students is selected for as Images

for • The current school year is selected

for in the School Year.

Place a check in this box if you want to replace existing images for this school year ONLY! This feature may be useful if you are uploading student photos taken during a second student photo session.

Click Change Directory. The Select Directory window will appear.

1

2


Locate the folder that contains the student photos. Click it so it is highlighted.

3

Click Select.

4

Click Load.

Zangle will begin to load the student photos. When this process is complete the following window will be displayed.

5

If you want a load report, click Yes. If not, click No.

6

Statistics about the process are displayed in the Load Summary window. You can run a report listing the names of the students who received a photo.


Connect-ED (Outbound Communications System)

Connect-ED is the only district-wide outbound communications tool approved by the Board of Education, with a current contract extension through the 2013 school year.

Connect-ED is a proprietary emergency communication, attendance notification and community outreach system that enhances and improves parental communications and involvement with our schools. This system enables designated district and school administrators to record, schedule, send and track personalized voice messages to parents and guardians.

For more information about Connect-ED, please visit:

http://www.blackboardconnect.com/

Application Features

Connect-ED • Voice messages can be delivered in the native language of a parent or guardian and can also be delivered via telephone, e-mail, text message and TTY/TDD hearing-impaired receiving services.

• The capability of sending emergency communication simultaneously to four phone numbers and two e-mail addresses per contact.

• The ability to allow a parent or guardian to specify a separate attendance phone number not accessible to their student.

Goals

• Support and enhance each school site’s existing communications plan for quick, efficient and reliable outbound communications with parents/guardians, students and staff.

• Provide district-wide urgent or emergency communication to alert parents and staff of time-sensitive situations in a matter of minutes.

• Increase parent engagement with schools through personalized communication in multiple languages.

• Act as an attendance improvement tool, utilizing the system to reinforce accountability, raise student attendance, and reduce tardies and truancies.

• Offer an outbound communications tool for select central office departments to reach specific groups or district-wide student and staff contacts.

If your school is interested in utilizing Connect-ED, please contact Jennifer Cornelius in the Communications Department at (619) 725-5598 or [email protected].

mailto:[email protected]


CONNECT-ED AUTOMATED ATTENDANCE CALLS Schools can configure Zangle to have Connect-ED make up to two calls each school day to a student’s primary contact when the student is marked with an Unverified Absence.

There are three options:

1. Set up to two call times per day, typically the first in the AM and the second in the PM. 2. Set up one call per day: Set one time to <Unset> and the other to your desired call time. 3. Opt out of the automated attendance call service: make no changes in Zangle Track Editor.

Times will be left blank and parents will not receive calls. If a school site sets times and later decides to opt out, they can change their selections to <Unset>.

This is a one-time set up unless your school chooses to reset times later in the year.

Follow the directions below to set the Connect-ED Attendance Call times.

• Launch Zangle. Click System. Click System Setup. Click School Setup. Click Track Editor.

Examples of how to use the fields:

• School A wants the system to call home twice during the day: 9:30 am and 6:00 pm. They need to set Time of 1st Call to 9:30 am and Time of 2nd Call to 6:00 pm.

• School B wants the system to call home once during the day—at 6:00 pm. They need to set Time of 1st call to <Unset> and Time of 2nd call to 6:00 pm.

• School C does not want the system to call home on a particular day. They need to enter Track Editor and set both fields to <Unset>, and make sure to reset the times first thing in the morning on the day they are ready to resume automated calls.

Note: Schools on multiple tracks can select different call times for each track.


Resetting a Lost AD Password (PSS)

The IT Department provides a DWA Password Self-Service (PSS) website to assist end users with passwords. The IT Department wants to remind you and your staff to take advantage of PSS. This system saves you valuable time by giving you the ability to reset your own DWA Password without having to call for the IT Help Desk (619-209-HELP) for assistance.

Employees sometimes neglect to change their password before it expires, or forget their passwords after coming back from an absence, such as Summer Break, Winter Break, Vacation or Year-round school schedule. Previously when this happened, a call to the IT Help Desk was needed in order to reset the password. Now by Enrolling for Self Service, you can reset your own password. It is strongly recommended that all employees get started with Enrollment process at https://pss.sandi.net immediately.

Important Information: • Your DWA Password is used to long into PeopleSoft, Zangle, Outlook Web Access (email),

Encore, and for Active Directory workstation authentication. It does not include MF/CS or SIS users.

• When asked to enter your User-ID during the enrollment process, use you six-digit DWA Employee ID.

• You do not have to change your password after completing the Enrollment process; you only need to change your password after it expires or if you forget it.

• More information is available on the Password Self-Service page and within the system’s built-in Help sections, marked with a ? symbol.

• The process of Enrollment should be viewed as a form of insurance; employees should understand the key advantage of the system as being a handy extension of services to eliminate that possible need for a Help Desk call.

https://pss.sandi.net/


Assigning Data Director Permissions

If you have a staff member (e.g., counselor, resource teacher, resource specialist, or other administrator) who needs access to all students at your school in DataDirector, this explains how to grant such access. Note: Only assign DataDirector permissions with the approval of your principal. The information in DataDirector is confidential and only those who need to view all students should be given permission. Do not use this method to grant access to regular teachers because teachers are automatically given access to their students in DataDirector.

DataDirector has been added to the Zangle Permission Sets, as seen in the screen shot below. DataDirector permissions are assigned the same way other Zangle permissions are assigned. If you are unfamiliar with how to assign permissions in Zangle, please refer to page 46.

Please note that after staff members have been added to the DataDirector permission set in Zangle, they will not have access to all students in DataDirector until the next day.

If you need assistance, please contact Tressa Renee at 619-725-7201 or [email protected].

Date post:	01-Jun-2020
Category:	Documents
Upload:	others
View:	2 times
Download:	0 times

System Administration Handbookold.sandi.net/zangle/readandlearn/handbooks/SysAdmin_Handbook.… ·...

Documents