Online Registration Video Content: Video 01388.mp4 00:00 - Getting settled 01:10 - Upgraded to version 2020 - new fields/functionality in that version 02:45 - Review of desire to hide screens and buttons 03:20 - Log in as parent (jfaux) and walk through screens again 04:20 - Welcome screen 05:00 - Open Schools screen 06:00 - Student Summary screen 06:24 - Signature screen 06:43 - Home Address screen 07:20 - Home Address is Out of Boundary error (and correction) 08:60 - Mail Address screen 09:08 - Parent/Guardian screen Demographics - 1) First and Last Name will be locked down (non-editable) 2) Hide Gender 3) Hide Education Level 11:55 - Work Address - 1) Hide "Parent/guardian is an employee of this school district" 13:10 - Contact Information 13:54 - Military Status screen - Mui Meng thinks this is being pulled from the grid for SROR 1) Need to make this screen/fields accessible to the ParentVUE user 16:25 - Parent/Guardian details screen - 1) Hide "Delete" button 2) Allow edit of parent/guardians with the same address 20:29 - Demographics for next parent/guardian 20:55 - Mail Address for next parent/guardian 21:00 - Work Address for next parent/guardian 21:14 - Contact Information for next parent/guardian 21:33 - Military Status for next parent/guardian 21:39 - Parent/Guardian ... screens for the next next parent/guardian 22:36 - Emergency screen 22:44 - Demographics 1) Hide Gender 23:21 - Contact Information 23:28 - Add more emergency contacts 23:36 - Students screen Students to Enroll/Exclude 24:09 - Add New Student Demographics 25:40 - Discussion about age ranges by grade level - consider using 3-year age range 27:41 - Demographics Additional Information 1) Student's Birth Country needs to have just 2 available entries (US and non-US) Will probably end-date all the options except the 2 desired entries 2) Hide Student's Birth State 3) Hide Student's Birthplace 4) Hide "Eligible for free or reduced meals" 5) Hide Family Code 32:05 - 6) Discussion of additional fields that should display when a non-US birth country is selected. However, the fields don't display because the option "Outside the United States" has the words "United States" in it so it treats it like "United States". We need a page conditionally show up when "Outside the United States" is selected. 35:26 - Demographics Contact Information 1) Hide Email 36:16 - Demographics McKinney-Vento 1) Hide these questions and use other questions that link to our user-defined fields for Potential McKinney-Vento and homeless options. 40:53 - Demographics Ethnicity & Race 1) Update wording at top of this page to match enrollment form 41:53 - Health Health Information 1) Add "Has Insurance" field 2) Could keep "Preferred Hospital" field. If so, add a disclaimer that student will be taken to nearest hospital in an emergency. Ask Scott Asbury about whether to keep it. Hide it for now to it matches our enrollment form. 3) Hide Office field 47:09 - Health Over-the-Counter Medicines 1) Hide the entire screen 47:30 - Health Conditions 1) Conversation needed with nurses to determine how they want to handle this. Perhaps have a link that takes parents to our form. Or we could create user-defined fields that store information that parents enter on a screen created for OLR to collect this info. It would then be displayed on a tab in the core Synergy health module. 50:26 - Health Medications 1) Same situation as Health Conditions above. Check with nurses. 52:40 - Immunizations 1) Need conversation with Maxine/nurses about whether to link to a form or whether to collect it within OLR. 53:12 - Information Release 1) We could hide the military question from this page and add it to its own page and condition it to a specific grade level range. 2) Discussion about our various forms that deal with permissions/opt-outs. We need to check with Christine Nesbit to determine if we want these questions in the OLR module or if we want various links to these forms. It's pretty common to create a view for these items. 3) Send Kellie a list of our various permission forms. 4) "Allow for release of student photo or interview" field options need to be updated. 5) Add "Allow information to be released to college recruiters" question. 1:02:30 - Language Survey 1:03:15 - Discussion of where our district survey answers are stored in Synergy 1) Not sure if we'll use the existing view with modifications or if we'll create a new view 1:11:05 - Previous Schools Attended 1) Get rid of this page and replace it with a new view that matches our enrollment fields. Video 01389.mp4 00:00 - Previous Schools Attended (cont) 2) Perhaps place this screen in a different location/order than where it currently is. 01:02 - Relationships Parent/Guardian Relationships 1) Hide Mailings Allowed 2) Hide Financial Responsibility 3) Hide ParentVUE 4) Change "Ed Rights" label to be "View Records" 5) Update legend at bottom of the screen 6) Consider writing a nightly script to set the "ParentVUE" flag if "Ed Rights/View Records" is checked. 7) Consider writing a nightly script to set the "Mailings Allowed" flag if "Lives With" is not checked and "Has Custody" is checked. 11:28 - Relationships Emergency Contact Relationships 1) Go back and change the instructions on the Emergency screen to say "Please list persons other than the parent. It is important to list someone in the area...". 2) Hide Release To (because it's assumed they can be released to folks listed here) 3) Hide Gender 14:05 - Relationships Emergency Contact Order 14:24 - Special Services (informational only; doesn't enroll them in any programs) 1) Leave it in so we can query against it in the registration queue 2) Add "Prior Case Manager" 3) Add "Prior Eligibility Date" 4) Add "Eligibility Category" 5) Add "Pregnant or Parenting" 19:28 - Discipline History 1) In general we want this screen to match our existing enrollment form. Otherwise, we should be including a discussion about changing our enrollment form to match the questions being asked in Online Registration. 2) Check with Ruth and Shasta to see if they want to collect the information on this screen. 3) We're going to leave it as it is for now until we check in with district folks. 28:45 - School Selection Had to go in and change the address and birth date so it would map to Churchill High. 32:35 - Transportation 1) Hide this screen 33:47 - Finished - back to Students to Enroll/Exclude 34:05 - Review of our enrollment form to identify changes to make 1) Address verification will consist of instructions to parents on introduction page 35:13 - 2) Page 2 - Native American, Migrant, McKenny-Vento, ELD forms discussion 40:08 - 3) Page 3 - Educational History - create UD fields for questions 2 and 2a 41:25 - 4) Page 3 - Parent/Guardian a) Ask "Is there a current court order regarding custody..." question on the Student screen. b) Change label of Parent/Guardian Demographics "Preferred language for written materials" to be "Primary language". c) Add "Interpreter" question. 44:28 - 5) Page 4 - repeat of Parent/Guardian information 44:35 - 6) Page 5 - Emergency Contacts 44:40 - 7) Page 5 - Services Contacts - add a grid to Emergency Contacts to track this 46:51 - 8) Page 6 - Student Medical Information, Siblings - handled 47:17 - 9) Page 6 - Permissions and Notices - place verbiage in a static text message in a separate view 47:24 - 10) Page 6 - Signature - Add the statement to the electronic signature screen. 48:10 - 11) Page 7 - Language Use Survey - will be a separate view 48:17 - 12) Page 9 - General Medical Profile - will check with our nurses about whether to provide a link to our form or create a view where it can be entered. 49:40 - 13) Page 11 - Request for Student Records - link to our form and have parents fill out and return Video 01390.mp4 - Customizations 00:00 - Begin 00:35 - ParentVUE and StudentVUE Configuration > PVUE Configuration tab > Security group box > "User to model BO security" confirms we're using "User, ParentVUE" user. 01:40 - Security Definition - If we hide an item from ParentVUE User it's hidden from parents, but not from registrars. If it should be hidden from everyone (including registrars) we could hide it from Public. Any field hidden from parents but is a mandatory field will need to be accessible to registrars and data clerks so they can populate the field when reviewing the application. 02:35 - K12 > OnlineEnrollmentInfo > Setup > OENYearModuleParent > Group Property Access tab > Public > Show Detail > DemographicsGender = None and DemographicsEduLevel = None and EmployeeID = None and EmployeeOfSchoolDistrict = None 08:50 - K12 > OnlineEnrollmentInfo > Setup > OENYear > User Property Access tab > select User, ParentVUE > Show Detail > ParentDeleteButton = None 10:40 - K12 > OnlineEnrollmentInfo > Setup > OENYearModuleEmergency > Group Property Access tab > Public > Show Detail > DemographicsGender = None 11:35 - K12 > OnlineEnrollmentInfo > Setup > OENYearStudentModuleDemographics > Group Property Access tab > Public > Show Detail > BirthPlace = None and BirthState = None and EligibleForFreeReducedMeals = None and FamilyCode = None and ContactEmail = None and ContactNoEmail = None 12:45 - K12 > OnlineEnrollmentInfo > Setup > OENYearStudentModuleHealthInfo > Group Property Access tab > Public > Show Detail > PreferredHospital(didn't make any changes) 13:07 - K12 > OnlineEnrollmentInfo > Setup > OENYearStudentModuleRelationships > Group Property Access tab > Public > Show Details > MailingsAllowed = None and FinancialResp = None and EmergencyReleaseTo = None and Gender = None and ParentVUE = None 14:30 - K12 > ParentGuardianInfo > ParentMilitaryStatus > User Property Access tab > select User, ParentVUE 15:55 - K12 > ParentGuardianInfo > ParentMilitaryStatus > User Access tab > User, ParentVUE > Update = Update and Add = Yes and Delete = Yes 17:40 - Property Override K12 > K12.OnlineEnrollmentInfo > K12.OnlineEnrollmentInfo.Setup > OENYearModuleEmergency > Status_Message > populate Label override = new verbiage 22:32 - K12 > K12.OnlineEnrollmentInfo > K12.OnlineEnrollmentInfo.Setup > OENYear > IntroAcknowledgement > populate Label override = new verbiage 24:53 - K12 > K12.OnlineEnrollmentInfo > K12.OnlineEnrollmentInfo.Setup > OENYearModuleParent > DemographicsFirstName > Label override = "Legal First Name" 25:41 - K12 > K12.OnlineEnrollmentInfo > K12.OnlineEnrollmentInfo.Setup > OENYearModuleParent > DemographicsLangPref > Label override = "Primary Language" 26:00 - K12 > K12.OnlineEnrollmentInfo > K12.OnlineEnrollmentInfo.Setup > OENYearModuleParent > DemographicsLastName > Label override = "Legal Last Name" 27:12 - K12 > K12.OnlineEnrollmentInfo > K12.OnlineEnrollmentInfo.Setup > OENYearStudentModuleDemographics > FirstName > Label override = "Legal First Name" 27:45 - K12 > K12.OnlineEnrollmentInfo > K12.OnlineEnrollmentInfo.Setup > OENYearStudentModuleDemographics > MiddleName > Label override = "Legal Middle Name" 28:02 - K12 > K12.OnlineEnrollmentInfo > K12.OnlineEnrollmentInfo.Setup > OENYearStudentModuleDemographics > LastName > Label override = "Legal Last Name" 28:30 - K12 > K12.OnlineEnrollmentInfo > K12.OnlineEnrollmentInfo.Setup > OENYearStudentModuleRelationships > HasEdRights > Label override = "View Records" 29:04 - K12 > K12.OnlineEnrollmentInfo > K12.OnlineEnrollmentInfo.Setup > OENYearStudentModuleRelationships > ParentTableInfoWithPVUE > Label override = new verbiage (using full window text box) 39:28 - Lookup Table Definition K12.Demographics > Deny Photo Interview > Add option to "Allow photo or interview" 42:05 - Online Registration Setup Registration Modules tab > Student-Specific Enrollment Modules grid 1) delete Transportation module 42:40 - 2) Health Information > Show Detail > Pages tab > delete Health Info Aspirin 43:07 - 3) Ethnicity and Race > Show Detail > Pages tab > Show Detail > Instructions = new verbiage (using HTML editor to underline) 45:00 - Registration Modules tab > Non-Student Enrollment Modules grid > Parent/Guardian > Show Detail > Reenroll Property Override tab > 1) Add > select OEN Year Module Parent DemographicsFirstName (Legal First Name) > Override Value = "Read Only" 45:55 - 2) Add > select OEN Year Module Parent DemographicsLastName (Legal Last Name) > Override Value = "Read Only" 46:08 - Discussion of the "Existing Read Only" option available in the Override Value field 47:25 - Registration Modules tab > Non-Student Enrollment Modules grid > Parent/Guardian > Show Detail > Pages tab > Parent Demographics > Show Detail > Instructions = new verbiage for instructions on entering or changing parent/guardian names. 50:14 - Property Override K12 > K12.OnlineEnrollmentInfo > K12.OnlineEnrollment.Setup > OENYearModuleParent > Status_Message > Label override = new verbiage for instructions to parents about who to enter as parent/guardians 55:53 - District Setup > Grade Setup tab > review age thresholds for grade levels and discuss the cutoff date defined in Online Registration Setup 57:37 - Security Definition K12 > OnlineEnrollmentInfo > Setup > OENYearModuleParent > Group Property Access tab > Public > Show Detail > DemographicsGenderNonBinary = None 58:35 - Student > Miscellaneous tab 1:00:17 - Discussion about Migrant Ed (using Potential Migr't Ed UD field) 1:01:55 - Identify the business object by using Admin Configuration for the 3 "Potential" flags as well as the McKinney-Vento housing option fields 1:04:05 - Discussion about Case Manager UD field - there isn't a place to store the Case Manager from the enrollment form. The Case Manager UD field is populated based on the student's actual case manager. 1:05:15 - Discussion about Pregnant and Parenting data - there isn't a place to store the Pregnant and Parenting data from the enrollment form. We populate the Teen Parent UD field based on the actual program record. 1:06:10 - Discussion of Came From field - stored on the Student > Enrollment tab in the School Came From field. Got BO. 1:06:50 - Discussion of Military and College Recruitment - Got BO for both fields on Miscellaneous tab 1:07:35 - Discussion of Human Sexuality and other permission fields - we're checking with Christine 1:08:23 - Discussion of Has Insurance field - no UD field for that - using Synergy standard field 1:08:58 - Discussion of Parent Interpreter field - Parent > Demographics tab > Interpreter Required UD field 1:10:10 - Picked up the business object names for the various permission fields (Walking Field Trip, PG Movies, etc.) Video 01391.mp4 - Customizations (cont) 00:00 - Discussion of Email and Google Apps permissions flags being cleared each year and whether the forms should be a View in OLR or remain a form that is linked to. 02:55 - Discussion of next setup meeting - Oct 10th from 8:00 - 12:00 03:38 - View Change > Add 04:20 - OLR Insurance 08:20 - Online Registration Setup > Registration Module > Student-Specific Enrollment Modules > Health Information > Show Detail > Pages tab > Health Information > Show Detail > Custom View field > select new "OLR Insurance" view - This is merging this view onto the existing Health Information page within OLR. 12:15 - View Change > Add OLR Native American 22:13 - Online Registration Setup > Registration Module > Student-Specific Enrollment Modules > Special Education > Show Detail > Pages tab > Add page > select new "UD.OLR - Native American" view - This will appear as its own page in the Special Education portion of OLR. 24:15 - Clear cache and go into ParentVUE 24:54 - Start Over 25:02 - Introduction 25:07 - Open Schools 25:12 - Student Summary 25:13 - Signature - Confirm new wording looks correct. 25:30 - Family Home Address 25:50 - Mail Address 25:53 - Parent/Guardian Demographics - Confirm new wording for Instructions looks correct. Noticed the name is still editable. Was supposed to be view-only. Also, "Middle Name" should be "Legal Middle Name". 26:36 - Work Address - Confirm removal of "Employee of the District" 26:48 - Contact Information 27:04 - Military Status - Confirm we can add records. 27:21 - Parent/Guardians - Confirm the "Delete" button is removed. 28:41 - Emergency Demographics - Still shows fields for address even though that's not on our enrollment form. 29:10 - Contact Information 29:15 - Additional Emergency Contacts - Kellie realized she had us update the wrong table for emergency contacts which is why it didn't show all the changed verbiage we made. 29:31 - Students 29:42 - Add New Student Demographics - Confirm field name changes for name (Legal) 30:47 - Additional Information - Selecting "Outside of United States" still doesn't show additional fields. 31:01 - Contact Information 31:07 - McKinney-Vento - This page will eventually be removed and replaced with our custom view. 31:26 - Ethnicity & Race - Confirm new wording for Instructions looks correct. 31:48 - Health Information - Confirm the new "Has Insurance" field appears at bottom. 32:05 - Health Conditions - Holding off on changes for this screen for now until we talk with nurses. 32:35 - Health Medications - Holding off on changes for this screen for now until we talk with nurses. 32:53 - Health Immunizations 32:58 - Information Release - This page will likely be removed and replaced with our custom view. 33:20 - Language Survey - This page will be replaced with our custom view. 33:32 - Previous Schools Attended - We want the ability to enter only one previous school instead of 4. This page will be replaced. 33:48 - Parent/Guardian Relationships - Checkboxes don't line up properly (perhaps because of the "No Relationship" checkbox?). Confirm wording in the legend at the bottom of the page. 35:32 - Emergency Contact Relationships - Confirm new wording for Instructions. The "Gender" column heading appears but Kellie said no data will appear. We can't hide the "Gender" column heading. However, one possible solution is that in Property Override we could put a space in for the Label override for the Gender field. 37:01 - Emergency Contact Order 37:06 - Special Services 37:29 - Native American Education Program - Confirm our custom view looks like we want. The dropdown field width is very wide considering the only option in the dropdown is "Y". 38:23 - Discipline History - Need to decide if we still want 2 separate questions or replace them with our single question. 38:31 - School Selection 38:37 - Students to Enroll/Exclude 38:40 - Review of what still needs to be done 1) Our custom instructions need to be moved to the correct Emergency Instruction field 2) Talk to nurses about Health Conditions and Medications forms. 3) Check with Christine Nesbit about permission/opt-out fields from Miscellaneous tab and whether we want those as part of a new view or just have links to our forms. 4) Get new view created for Language Use Survey. 5) I need to write a nightly script to populate the ParentVUE flag if "Ed Rights" is checked. 6) I need to write a nightly script to populate the Mailings Allowed flag if "Lives With" is not checked and "Has Custody" is checked. 7) Ask about whether we want the current 2 discipline questions or replace with the one question on our form. 8) Determine if the Email and Google Apps forms are new views or are links. 40:30 - Discussion of how far along we are in the process and what's ahead. 42:05 - Kellie showing us how to use the HTML editor in Synergy to customize text/instructions. Online Registration Setup > Registration Modules tab > pick a Student-Specific Module we're not likely to use such as Previous Schools Attended > Show Detail > Pages tab > select the Schools Attended page > Show Detail > open the WYSIWYG editor for Instructions > copy your large block of text into this editor. Then you can use the editor for bulleting, underlines, bolding, line breaks, etc. Keep in mind that if you want to use bullets you have to first use the bullet icon in the editor, but then right-click the bulleted items and select "Bulleted List Properties" then select "Disk" from the Type dropdown that appears. When you like how everything looks click "Source". This converts it to HTML which you can then copy and paste it where you want static text in a formatted way. She recommends saving it in a Word doc so you can reference it later. Conversely, if you have some HTML code but want to see what it looks like formatted, you can copy/paste it into the HTML editor to see what it will look like to the parent. 46:23 - Wrap things up. Kellie will send us a summary of open items tomorrow.