Training Manual New Site Functionality Updated on July 29, 2016

Transcription

1 Training Manual New Site Functionality 06 Updated on July 9, 06

2 Create a New Cohort (Must be done before end of first year) Step Enter Graduation Year, Graduation Month, Degree Level and Auto Format. NOTES You can t create two cohorts with the same month and year combination.»» The Auto Format will prepopulate the students address when they create their account. If you don t want their to prepopulate leave this field blank. Click on the Create New Cohort button on the Manage Cohorts page Step Once all form fields are entered, click on the Create Cohort button The system will process the information entered, and then take you to the Manage Cohorts and Students page, where you can add students to specific Cohorts. of 5 FSBPT.org Training Documentation

3 Adding Students 5 6 Click on the Manage Cohorts and Students button on the Manage Cohorts page Step Enter the total number of students in the cohort in the Cohort Information section NOTE Before adding a student to a cohort, confirm you have the correct Cohort selected in the Cohort Information section. Step Enter First Name, Last Name, and Date of Birth in the Add Student to Cohort section of the Manage Cohorts and Students page. Entering Date of Birth is optional. When finished, click the Add button to save Student Information to the Selected Cohort. When you re finished adding Students, click the Save button at the bottom of the page. Step 6 Once you ve entered all Students to the cohort, click the Confirm button. You will then be taken to the Submit Added Students page. Step 7 Review the student list and click Submit and Send s. All students will receive an with their FSBPT ID. System Notes The number of students value must equal the number of students added to the student list in order to confirm the cohort A student cannot be edited or deleted if their graduation date has been validated of 5 FSBPT.org Training Documentation

4 Validating Graduation (Can be completed 50 days prior to the graduation date) NOTE If validating ALL students in cohort, click the checkbox above the entire Student List table to select ALL students in the cohort Step Select the cohort for which you are validating graduation Click on the Validate Graduation button on the Manage Cohorts page Step Update Graduation Date Review the Student List and click the checkbox in the Validate Graduation table column for each student you want to validate graduation for Step 6 Once you ve made the student selections, click the Confirm button. You will then be taken to the Submit Added Students page. Step 7 Review the student list on the Submit Added Students page and click Validate Students to finalize System Notes Cohort s graduation year must be within 50 days of current date in order to validate the graduation date of students 5 6 Must confirm the graduation date when validating the first student in the cohort Graduation date can t be updated after the first student has been validated of 5 FSBPT.org Training Documentation

5 Enhancements to School Interface 5 New Dashboard Design In addition to the new functionality mentioned on previous pages, the following enhancements have been made:. Tabs were reordered to allow for the most used items to be first, including the new Manage Cohorts area.. Group PEAT has been renamed Academic PEAT. The ability to purchase Academic PEAT has been moved into the Academic PEAT tab.. The school name was moved into the menu bar and from here the cog can be selected to update the school profile.. The Candidate Profile Completion Status Widget shows any cohort that has a student in it who has not completed their profile yet. Those areas can be expanded to show the name of the student that still needs to complete their profile. 5. The Graduation Validation Status Widget shows cohorts that have students associated to them who have not had their graduation date validated. These expand in the same manner as the profile widget. This is helpful to the user as it s a quick at a glance area to see the remaining students left to validate (these students can t register for their exam until they re validated). 6. Manage My Students has been given a facelift and can be found under Manage Cohorts in the Exam and Licensure Information tile. The previous functionality was retained, which provided access to the student lists. 6 Manage Cohorts Screen 5 of 5 FSBPT.org Training Documentation