Enrollment Help Videos

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Overview

Tour the features of Enrollment with these quick training and video tutorials. These walkthroughs are perfect for visual learners, and contain tips and tricks for getting the most out of PowerSchool Enrollment.

 

For all of the online documentation and additional resources see Enrollment Help for Admins.

 

Videos

 

Navigation

 

Navigation elements are available on each page of PowerSchool Enrollment, providing you with quick and easy access to the information you need to get your job done.

  • Start Page & Main Menu
  • Forms
  • Recommendations
  • Checklists
  • Decisions
  • Appointments
  • Family Accounts
  • Admin Accounts
  • Remittances
  • Configuration, Form Builder, & Settings
  • Scheduled Jobs
  • Recurring Emails
  • Profile

The Navigation help topic has additional resources for getting started.

 

Intro to PowerSchool Enrollment - Managing Accounts and Permissions

 

Take a preliminary look at the powerful user account and permission tools available to your school's core project team. By the end of this segment, you will know how to create and manage user accounts as well as how to assign permissions to those accounts.

 

Intro to PowerSchool Enrollment - How to Review your Preview

 

Get an initial look on tips and tricks for reviewing the preview of your online forms. By the end of this segment, you will know the differences between your live and preview versions of your solutions, and how to best provide revision requests to your Solution Specialist.

 

Workspace Basics - What is a Workspace?

 

Get an introductory first look at your Workspace. By the end of this segment, you will know what Workspaces are and how to access them, the differences between the two types of Workspaces, as well as how Workspaces can be leveraged to optimize your business process.

 

Workspace Basics - Workspace Navigation

 

Explore tips and tricks for navigating the Workspaces. By the end of this segment, you will know how to move through Workspace pages, search for and sort through records, as well as where to go when you need help navigating the Workspaces.

 

Workspace Basics - Roster Workspace Workflow

 

Take a deep dive into the Roster Workspace. By the end of this segment, you will understand the lifecycle of a record through the Roster Workspace, the various views and their purpose in the Roster, as well as the main objectives you should keep in mind while working with Roster Workspace records.

 

Workspace Basics - Submission Workspace Workflow

 

Get an in-depth look at the Submission Workspace. By the end of this segment, you will understand the lifecycle of a record through the Submission Workspace, the various views and their purpose in the Submission Workspace, as well as the main objectives you should keep in mind while working with submitted records.

 

Workspace Basics - Using Tasks

 

Explore the various Workspace Tasks available for your use. By the end of this segment, you will understand what Tasks are and how to access them, the ways you can perform Tasks on both individual records and multiple batches of records at one time, as well as how Tasks relate to the lifecycle of a record throughout the Workspaces.

 

Workspace Basics - Filters and Tags

 

Discover ways to further streamline your business process through the use of Filters and Tags. By the end of this segment, you will know what Filters and Tags are and how to apply them in the Workspaces, as well as how to use multiple search methods to drill down to specific subsets of records.

 

Workspace Features and Tools - Data Management Essentials

 

Unearth additional dynamic data management tools to help organize and unify your school's business process. By the end of this segment, you will know how to edit student data, place records on hold and discard them from the main workflow, polish submitted data, as well as export, print, and download student records.

 

Workspace Features and Tools - Importing Student Data

 

Learn the ins and outs of importing student records into the Roster Workspace. By the end of this segment, you will understand how to screen your student data prior to importing it, how and where to import student data, and how to troubleshoot common import errors.

 

Workspace Features and Tools - Notifying Records and Sending Communications

 

Get an in-depth overview of the notification process your school will use to communicate with families. By the end of this segment, you will know what snapcodes are and how to send them to families, how to prep records prior to notification, and how to send emails, print letters, and print labels to aid your desired business process.

 

Workspace Features and Tools - Approval Workflow

 

Take a closer look at the tools available to help you get your student records ready for delivery back to your SIS. By the end of this segment, you will understand the steps to approve records for delivery, as well as how to interact with the criteria put in place to prevent overlooked records from being approved.

 

Workspace Features and Tools - Intermediate Workspace Tools

 

Discover some of the more advanced Workspace Tools available to you. By the end of this segment, you will know how Detail Views, Document Uploads, Address Verification, and Progress Reports can all be used to help automate your business process.

 

Delivering Data to Your SIS - File-Based Delivery

 

Get an in-depth look at the data delivery process for file deliveries. By the end of this segment, you will understand the best practices for delivery by file, as well as the file delivery workflow and steps to take to generate your delivery file.

 

Delivering Data to Your SIS - API Delivery

 

Take a deep dive into the data delivery process for API-based deliveries. By the end of this segment, you will understand the best practices for API delivery, as well as the general delivery workflow and steps to take to deliver your data over the API connection.

 

School Choice Basics - The Main Page

 

Take a first look at the main page for your School Choice solution. By the end of this segment, you'll understand how to better navigate this page and more about its various features.