Josh Biller

Onboarding

Can my student enrollments be imported?

How do we import WBL Hours for students in bulk?

Can advisory board members be imported?

Can employers and related contacts be imported?

How do I import sending schools and associated contacts?

Can sending schools be set for students in bulk (imported)?

Can Parent/Guardian information be imported?

Can students be imported?

How do I provide contact information in onboarding?

How do I provide setup information in onboarding?

How do I provide user accounts in onboarding?

How do I provide a school logo in onboarding?

How do I provide forms in onboarding?

How do I provide employers / contacts in onboarding?

How do I provide advisory board members in onboarding?

How do I provide sending school contacts in onboarding?

How do I provide programs in onboarding?

How do I import CTE Programs?

How do I use the onboarding portal?

What do I do when guardian contacts do not sync?

How do I import teachers?

How do I provide course alignments in onboarding?

Feedback

Roadmap

Changelog

Cameron Kolick

Advisory Boards

How do I hold an Advisory Board meeting?

How can I get a list of all advisory board members and the last time they attended an activity/meeting?

Can I easily make calendar events for my Advisory Board Activities?

When can notes be taken on an advisory board activity?

How do I send communications to all advisory board members across all advisory boards?

Can I generate or upload a sign-in sheet for advisory board activities?

How do I schedule a new meeting/activity for an advisory board?

Will my advisory board members get reminders about an advisory board activity?

How can I view or resend an Advisory Board Meeting invitation?

Can all of my attachments and form submissions be printed with the agenda in one big PDF?

How to create an advisory board meeting agenda?

How do I report / export all of my meeting minute responses?

How do I run a report about advisory board activity members?

Application-Wide

What is AI Suggest?

How do I translate my application to a different language?

How do I subscribe to application update notifications?

Articulation

How do I add and manage articulation agreements?

Asset Management

How do I remove items in bulk in Asset Management?

How are Products added to Asset Management?

How are Categories used in Asset Management?

How can bar codes be used for inventory purposes?

How are Custom Fields used for Asset Management?

What is a Product Type and how are they used?

What is the difference between Product-Based and Item-Based Categories?

How are Locations created and used for Asset Management?

How is depreciation calculated for my asset items?

How do I report on this year's depreciation on my asset items?

Audits

What are archived documents?

What are audit evidence types?

How do I approve audit evidence?

How do I reorder the items of my audit?

How do auditors use Audits?

How do I submit and view requested audit evidence?

What do the colors of audit items mean?

How do administrators give auditors access to an audit?

Award / Honors

How do I get a report of all Award / Honor recipients?

How do I create an Award / Honor and add recipients to it?

Calendar

How do I create appointments/meetings/events and share them with other users in the system?

Can I easily make calendar events for my WBL events?

How can I put items from my schedule on my google/email calendar?

What do the different colors on the calendar signify for work-based learning experience work logs?

Career Exploration

How can I take notes on a student's career exploration?

How do I complete the Interest Exploration activity?

How do I see all of my students Career Exploration results?

Students can complete this activity as an assigned Career Planning Activity or independently without being assigned the activity.

How do students complete the Explore AI career activity?

How do I choose and view my favorite occupations?

How do I run a report to see the Career Exploration completion status of all of my students?

How do I retake the aptitude exploration?

Career Planning

How do I manage my career planning activities as a counselor?

How do students access and use career planning?

How can I manage my student's career planning activities?

Who receives email notifications regarding career planning activities?

How do I run a report to show Career Planning completion status for all students?

What information does the Career Planning Dashboard show me?

How do I give a user/counselor access to career planning?

How do I set up micro credentialing badge requirements for my students?

How do I approve/reject student's completed career planning activities?

What is All Students' Activities in Career Planning used for?

What does the Career Planning recent activity feed show me?

How do I create new activities for my students to complete?

What are the different activity types and how are the different career plan activity types marked as complete?

Why are new activities not showing up for my students to complete?

Allyson Sauter

Colleges

How do I use college suggestions?

How do I choose and view my favorite colleges?

How do I run a report to see the college suggestion status and information for all of my students?

How do I see the college suggestion information for all of my students?

How do I choose and view the colleges that I've applied to?

How do students schedule upcoming college visits?

How do students review a college?

How do students view all of the college reviews they've completed?

This article describes how to track the colleges you have applied to in Jobready.

How do I track college applications? 

Course Management / Planning

How can I view my students' course plans and approve them?

How do I fill out and submit my course plan for approval?

How do I align my courses to CTE programs?

How do I manage my courses?

What are requirement subjects and how to add, create, and update them?

How do I create and configure a graduation requirement?

How do I generate a report to get a summary of all course planning completion and progress?

CTSO / Clubs

How do I create a CTSO / Club and add members to it?

How do I get a report of all CTSO / Club members?

How do I mark my CTSO / Club members as participating or non-participating?

How do I update, add, and remove members from a CTSO / Club in bulk?

Employers

How are Employer Contacts created?

How do I use the employer document status pie chart?

How are employers added?

What's the purpose of having an employer in as a lead?

How Do Students Contact Employers?

What does it mean to make a private employer?

How do I send an email to all employer contacts that are not advisory board members?

How do I add/manage employer clearance types?

How do I send an email communication to all employer contacts that have an active work-based learning experience?

How do I edit an employer contact?

How do I mark an employer document as "Not Required?"

How do I add custom fields to employer records?

How do I upload documents for employers and contacts?

How do I configure employer document types?

How do I run a report on employer documents?

Financial Planning

How do I search, apply, and manage scholarships?

How do I track my FAFSA filing status and upload completion verification?

How do I store and manage my FAFSA award letters?

How do I create a new financial plan?

What does it mean to validate a financial plan and how do I do it?

How can I create local scholarships offered by my school?

Follow-Up Study

How can I run a summary report on Follow-Up Study information to get matching/deviation information?

How do I run a report to get all Follow-Up Study Responses?

How do I create a follow-up study questionnaire?

How do I create follow-up study questions?

How do students complete the pre-graduation questionnaire?

How do I use the follow-up study module?

How is the date that the post graduation questionnaire go out get calculated?

Forms

How can I change the order of signers on a form?

How can I correct an email address on a distributable form?

How do I remove form signers from email suppression lists?

How can I see a preview of a form before submitting it?

This article will teach you how to change the current signer of a form. This could be any form in the system, including pending work log forms. A lot of the time, you will need to do this if the current signer's email is incorrect, bounced, or needs to be routed to a different person. 

How do I change the current signer of a form?

Will users required to complete forms in general forms receive reminders?

How do I change the required users of a required form?

How do students access and sign forms?

What is intelligent prefill on form fields?

Why is there a banner saying I have forms waiting for my signature?

How do I prefill forms with event-specific information?

How do I update the PDF file of a form template?

How do I export/import/clone a form template?

Why didn't a signer receive an email asking them to fill out their potion of the form?

How do I create a form template?

Can I run a report to get the status of all forms that have been submitted?

How can I check the status of a distributable form?

Why is there a banner saying I have forms that need submitted by me?

Will my form templates be seen in all different modules in the application?

What does it mean to make a form template private?

How can I add or edit signer roles?

How do I configure prefill options for form templates?

How do teachers distribute forms to students and check the completion status?

Why doesn't the status of my form in the system match the actual status of the form?

Why can't I see form template changes on my submissions?

How can I send a reminder to sign a form?

How do I use a form to provision student/guardian accounts?

How can I collect signatures in-person?

Why am I getting a "File Corrupt" message when trying to add a new form template?