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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?How can I specify if meeting minutes and administrative responses are enabled for advisory board meetings?

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?How do I add recipients for an Award in bulk?

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?How do students complete the Explore AI career activity?How do I choose and view my favorite occupations/career pathways/career clusters?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?How do I complete the Agile Work Profiler activity?

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?How do I complete a Form Career Planning Activity?How do I complete an Upload Career Planning Activity?How do I complete a Free Text Career Planning Activity?How do students complete a WBL Experience Count or a WBL Experience Hours career planning activity?How do I allow students to submit their Career Plan Summary for review?What is required to set up the ability to issue micro credential badges?

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?How do I track college applications? How does a student create an account on Common App?How does a student connect Jobready360 to their Common App account?How does a student add a college from Common App How can students help a counselor write a great letter of recommendation for college applications?How do students request a letter of recommendation from teachers?How do teachers complete Common App forms and Recommendation Letters for students?How do guidance counselors complete Common App forms and Recommendation Letters for students?How can counselors view the status of Common App requirements for all students?

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?How can I manage the industry and opportunity types for an exisiting employer?

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 does the date that the post graduation questionnaire goes 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?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?Creating and editing Form Templates in the Form Builder 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?How do I send a form back to a previous signer for revision?How can I see if forms used to provision users fail to create the user?What do form signing email notifications look like?How do I manage / cancel forms for my inactive students (graduated or deleted)?Can multiple people sign a form simultaneously? Can I create an experience based on a student's eligibility application?How do I submit a form?

Industry Certifications

Integrations

SIS Integration Information eSchoolData / CSIU SIS Integration Guide Infinite Campus SIS Integration Guide How do I automatically update student data that my SIS integration does not provide on a regular basis?How do I integration Google Classroom assignments with my tasks?Why do I receive a Need Admin Approval error when using Sign In with Microsoft?PowerSchool SIS Integration Guide How do I format my SIS data for SFTP?How can I see a list of all issues with the SIS integration?Sapphire SIS Integration Guide How do I connect to WBL Opportunities?SIS Integration Procedure How do I override student information that is provided by the SIS?How do I make demographic information from students populate from my SIS?How do I turn on Google Classroom integration?How do my students get assigned to the correct programs from my SIS integration?OneRoster CSV Headers How do I add additional student information via Clever Custom Field Extensions?

Lessons

How do I create and manage tags on lesson plans?How do I create a lesson plan?How do I (teacher) schedule lessons?How do I use AI Suggest to start building my lesson plans?

Mobile App

How do I download the Mobile App (for Apple and Android devices)?Where is my school code on the mobile app?How do students clock in/out on the mobile app to record WBL hours?Can I sign a form directly in the mobile app?How do students add and manage pay stubs using the mobile app?How do students schedule and submit work logs and college visits using the mobile app?Can I manage my student documents using the mobile app?How do students take practice SAT/ACT tests using the mobile app?How do students record that they have received an industry certification using the mobile app?How do college suggestions work in the mobile app?What type of information can students view about colleges using the mobile app?Can students use the mobile app to explore careers and favorite occupations of interest?

Onboarding

Portfolio

How do I add best works to my portfolio?How do I manage and access student transcripts in the Portfolio. How do I add a cover letter to my portfolio?How do I manage Job Applications in my portfolio?How do I complete and edit my Portfolio Introduction?How do I add/manage Portfolio references?How do I add Recommendations to my portfolio?How do I upload a resume to my portfolio?How do I create a SMART goal?How to I add a reflection to a SMART goal?How do I mark a SMART goal as complete?How do I (student) create a Career Portfolio?

Practice Tests

How can I see my students' practice question streaks and statistics?How do I take a new practice test?How do I start a new practice test challenge?What do the different practice test streaks mean?How do I complete the daily practice test question?How can I see my previously completed practice tests?How do I see the results of my previous challenges?How do I get a report of all practice test completion information?

Professionalism

How do I configure my components in professionalism?How do I add notes to a professionalism grade?How do I run a report to get all professionalism scores for all students?How do I get a summary report of all professionalism hours?

Safety Data Sheets

Why can't I create a new Safety Data Sheet (SDS)?Who can see Safety Data Sheets (SDS)?How do I create a Safety Data Sheet (SDS)?

Settings

Can administrators hide access to certain parts of the application?How do I extend my enrollment end dates into the summer at the end of the school year?How can I change the banner image on the login page?How do I know if students were actually at the employer's location when they clock in using the app?Can I change the home / landing page that loads when I first log in?How do I create a Grade Scale?How do I change email notification settings for my account?How do I turn off email notifications?How can I improve email delivery or make form emails look like they are coming from my school?How can I use the schools from my SIS sync as Sending Schools?Can I set default required security for all of my teachers?How can I extend all enrollment end dates to allow access for a little longer after an enrollment ends?What websites/domains may need to be whitelisted?How do I add the district name to sending schools to be prefilled on forms?How do I add a new Program?How do I manage Custom Links in Jobready?

Student Applications

How do sending school counselors manage student applications?How do I create rubric items for scoring student applications?How do I create custom questions to be used on student applications?How do I create counselor information that I want to request from the sending school for student applications?How do I create a new student application template?How do I configure and send notifications to applicants for lottery results, acceptance, rejection, and waitlists?How do I set up AI Scoring for Student Applications?Can I have applicants select both a district and a school when they apply?

Student Progress

How do I manage student task progress?How is pacing calculated?How do I manage and access student test results?How do I run a report to see which standards my students have been exposed to?How do I report on all students who have received badges?

Students

How do I manage student communications and send emails to one or multiple students?How can I manually award a badge to a student?How do students use Jobready360?How do I add/manage student document types?How can I make student documents show up on the student's profile?How do we import student photos in bulk?How do I create a student?How are my students assigned counselors?How do former students (alumni) access the software after graduation?How can I view which students are part of a student group How do I get a report of all students in all student groups?How do I automatically assign counselors based on criteria?How do I report on all student information that is not found in the SIS?How can I see summary information about students?How do I run a report on student documents?

Task Lists

How do I clone a state task list to a school task list to be used for grading?How do I create a Bulk Task List Submission?What are task lists?Can I migrate task progress from one task list to a new task list?How to set Performance Objectives How do I create and edit a new task list?What are task alignments?How do I specify the level at which tasks are taught (ie. year 1, year 2, etc.)?How do I retire a task list so it is hidden and can no longer be used for grading?Can task lists be imported?

Tests

How do I create tests?How do I add test results into the system?How do I report on test results?

User Policies

Live Chat Policy

Users and Groups

How do I use the Special Populations?How do I create additional required documents for Special Populations?How do I create sending school accounts?How do I create sending schools?If a user account has a status of Disabled Due to Inactivity, what does that mean and how can I re-enable the account?Can I get a report of all user security in the entire system?Should this user be an Application Admin or a Staff user?How can I view the system from another user's perspective?How do I manage (add/edit) my student groups?Creating and Managing Personnel File Clearance / Documents Types What are staff users used for and what roles can be assigned to them?What are the available security roles that can be assigned to Teachers and Staff?How do I add Personnel Files/Clearances?Why don't I have access to Special Populations?How do I create Application Admins?How do I create a staff user?How do I export all communications to or from a particular user?How do I manually add a guardian account?How Do I Promote or Demote a User Account?How do I view a list of all of my Students?

Work-Based Learning

Users and Groups

How do I add Personnel Files/Clearances?

Last updated Over 1 year ago

1. Click on Users & Groups

2. Click on Application Admins

If you are not an Application Admin, that's fine. It works for Staff users and Teachers as well.

3. Click on the Status flag under the Personnel File column for a user

4. Click the Action Button

5. Click on Edit

6. Click on Is Valid

This means that the clearance being uploaded is up-to-date.

7. Fill in the Expiration of the Clearance

8. Then Select and Upload Clearance

9. Then Save Changes

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