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Special Programs PowerUp - Utilities/Transfer Envelopes

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Special Programs PowerUp - Utilities/Transfer Envelopes

Published on ‎12-27-2024 12:31 PM by PowerSchool Team | Updated on ‎12-27-2024 12:32 PM

Topic- Utilities/Transfer Envelopes

 

11AM PT/ 2PM ET

 

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Description: We welcome you to join us for our upcoming Special Programs PowerUps meeting. During this one-to-many webinar, you will learn about product updates and features, share ideas with others and learn best practices with our Special Programs Education Impact Consultant.



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Starts:
Tue, May 13, 2025 11:00 AM PDT
Ends:
Tue, May 13, 2025 12:00 PM PDT
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1 Comment
rmskid
PowerSchool Team

I am looking forward to next week's PowerUp for using the Utilities feature and Transfer Envelopes. I plan to spend most of the call using a training sandbox to review the Utilities features to provide a real time demonstration. I will have a content slide deck that corresponds with the demo with more information as well. Hope to see you there! 

 

The agenda is as follows:

  • Using the Utilities feature
    • Replace Data in Multiple Profiles
    • Deactivate/Reactivate Profiles
    • Student Archive
    • Delete Profiles 
    • Merge Duplicate Profiles
    • Digital Signature Utility 
    • Create Documents and Workflows in Bulk
  • Transfer Envelope Utility 
    • Setting up Privilege Set for Staff using the Transfer Utility
    • Setting up Profile sections and Document Template Options for Transfer Envelopes 
    • How to send/receive a Student Transfer envelope.