Synergy Tips & Tricks

Transcription

1 Synergy Tips & Tricks Genesee Intermediate School District LEADERSHIP SERVICE INNOVATION Partnering for success! September 2016

2 This session: We will use a game format to present the tips & tricks but will explain each answer This presentation will be available to you on our Genesee ISD website at: Some items are general tips but very useful when using Synergy We hope you will learn some new tricks or at least be reminded about things that can help to make your life with Synergy easier!

3 Let s get started! Here s a Practice question..

4 Q1-Which color is used in celebration of M&Ms 75 years? ANSWER: Red

5 Q2-When scheudling a report to run every day in a school year, use #DATE in the date range field ANSWER: False $DATE = current date for the day the report runs.

6 Q3 - When working with most grids in Synergy the following Keyboard shortcuts can be used: ANSWER: All of these (Ctrl + A, Ctrl + S, Ctrl + U) All of these keyboard shortcuts work when clicked within a grid. Ctrl + A will add a new row saving the user from having to scroll top to bottom. Ctrl + S will save the screen so the user does not have to scroll back to the top and click save. Ctrl + U performs the undo command. **NOTE: Ctrl + S and Ctrl + U are not limited to the grid, you can use it on any screen as an alternative to clicking the Save or Undo buttons.

7 Q4 - After running Attendance Letters, how can the letters be removed for a specific date? ANSWER: Clear Threshold by Date Navigate to Synergy SIS >> Attendance >> Attendance Letter Click on the Additional Options tab Under Clear Threshold By Date enter the Threshold Date for which you ran the letters and click Clear Attendance Letter Records Created On This Date. Using this method clears only the letters run on this date and not all letters. The Clear Current Thresholds box on the Attendance Letters tab will clear ALL letters. Running them again without clearing thresholds will generate no data found.

8 Q5 - Currently, there is not a way to automatically generate a ParentVUE Activation Key in Synergy when adding or updating a parent record associated with a student ANSWER: False New functionality was added in Version to automatically generate a ParentVUE activation key when a parent is associated with a student by adding or updating a parent record. The system will not generate a key if the parent already has an existing key or active account. Activate functionality by checking the Auto Create PVUE Activation Key box. ETN-SIS _ SIS >> System >>ParentVUE>> ParentVUE and StudentVUE Configuration

9 Q6 - When working with a query, which output format does NOT hold leading zeros in values such as SIS numbers, birthdates, grade levels, etc. ANSWER: Excel Saving query results directly to the Excel format will cause leading zeros to fall off. The most commonly used format is CSV, which can then be imported to Excel as a text file.

10 Q7 - The Update Grades/Absences process can be run for multiple buildings at once... ANSWER: True If a user is focused to an organization branch the Update Grade screen will display all schools listed within the branch. The Update Grade process will run for the current grading period at each building.

11 Q9 - When using the View Change screen, one-to-many business objects can be added to a View by selecting which of these in the Action dropdown: ANSWER: Add Grid to Add Grid to One-to-many business objects are used to create grids within Synergy. The properties can be utilized as the grid columns.

12 Q10 - You can determine ParentVUE access rights by checking which of the following on the Parent/Guardian tab of the student screen: ANSWER: Either of these New option added in Version that adds a new field to the Parent/Guardian tab of the student screen as ParentVUE. Refer to ETN-SIS _ This new field can be added by selecting Use ParentVUE Relationship Attribute under ParentVUE and StudentVUE Configuration. To continue using the Ed. Rights option as the indicator for ParentVUE access, no further action is necessary. SIS >> System>>ParentVUE and StudentVUE Configuration

13 Q11 - Within any grid view in Synergy, users have the ability to Tab down when entering values ANSWER: True By selecting the column the user has the ability to tab down and enter values in any grid.

14 Q12 - Users can quickly find specific information on a Synergy screen using the Ctrl+L keyboard shortcut... ANSWER: False Since Synergy is a web application the Ctrl + F find feature typically used in a browser window works here too. Assists in finding fields in those areas that are populated with a great deal of information. The screenshot below demonstrates an example in the District Setup screen.

15 Q13 - Which of these keyboard shortcuts can be used to quickly populate dropdown table values in a grid? ANSWER: Ctrl + Left Click This combination is great when working in Attendance, Security, Edit in Query Mode, etc. Users must first select an option from the dropdown. Press Ctrl + left click into any cell to quickly populate the value.

16 Q14 - Which of these fields can Synergy use to auto assign Student Notifications: ANSWER: All of these (Health Conditions, Instructional Setting, User Defined Student fields) These are just a few of the options available within rules. Rules can be created that automatically populate and remove student notifications.

17 Q15 - The fill down scores option is available in Grade Book Main... ANSWER: True Turn on Assignment Note Entry from Filters and Options: The screen below will appear when clicking in a cell:

18 Q17 - In the middle of updating attendance in Synergy, an administrator asks for a student s class information. How do you navigate without losing the attendance screen? ANSWER: All of these (Use the Quick Nav, Left click the icon on the Menu Bar, Open in New Window in Quick Launch) Use the Quick Nav for commonly accessed areas in Synergy. The Menu Bar is another option. Right-click the icon and select Open Window to open the item in a new window. Quick Launch also provides the option to Open in New Window.

19 Q18 - Quick Launch shortcuts are defined in: ANSWER: PAD Security Screen names can be abbreviated in PAD Security that way a user only needs to type in the shortcut s instead of student into the quick launch to quickly access a screen. SIS >> System >>Security>>PAD Security

20 Q19 - Which of the following HTML tags can be used in Property Override? ANSWER: All of these (<a></a>, <b></b>, <u></u>,) HTML Tags make fields stand out on the screen. By turning field names into hyperlinks, users can click the label and be directed to a website containing more information.

21 Q20 - Which of these Synergy Tools is most effective for distributing tip sheets? ANSWER: Announcements When creating an announcement, HTML tags can be used to provide hyperlinks to tip sheets to an accessible Web Server (Google Drive / Public Network). Announcements can be turned on for specific buildings and/or specific user groups if desired.

22 Q21 - Which of these fields can be found in Student Course History? ANSWER: Both (Term Code & Term Code Actual) Both can be found in Student Course History within the Show Detail area of a course history row. Term Code Actual is the term code that is tied to the scheduled Section. Term Code is the grouping identifier which can be utilized (it does not need to match the actual term code) to keep the transcript more organized and clean. Example Q1 course would have a Q1 Term Code Actual but could be pushed to Course History using an S1 Term Code, this could also be done for a Q2 course. If your transcript is setup to group by Term Code it will group the Q1/Q2 courses all under the S1 Term Summary box instead of 2 separate term summary boxes for Q1/Q2.

23 Q23 - When working with multiple tabs in a web browser, if a tab is accidentally closed, in most cases it can quickly be recovered by using the Ctrl+Alth+T keyboard shortcut ANSWER: False The correct answer is Ctrl + Shift + T

24 Q24 - Which area(s) of the Navigation Tree would be used in order to add reports/views to TeacherVUE? ANSWER: Both (System > User > User Group & System > User > User) Reports/Views must be added to the User Group Navigation Menu Tab The Use Menu Group must be checked on the User User Groups Tab in order for the reports/views tied to the user group to appear on the TeacherVUE side Not all reports will work on the TeacherVUE side Views will end in.txpinfo

25 Q25 - The Admin Reports tool can ONLY be used to create custom SQL reports for Grade Book... ANSWER: False Admin Reports can be utilized for all areas of Synergy accessible via SQL. The filtering options within Admin Reports allow users to easily export subsets of data. SIS >> Grade Book >>Admin Reports

26 Q26 - Synergy offers the ability to print grades for concurrently enrolled students on one report card... ANSWER: True This feature is new as of Synergy Release Version , to print grades from both the primary school and concurrently enrolled school on one report card. ETN-SIS _202198

27 Q27 - Synergy offers audit reports for which of the following? ANSWER: All of the above (Student Classes, Student Grades, & Course History) New Audit Reports Rolled Out in Version STU423 Student Classes Audit Report Shows all students with changed data on the Student Classes screen. ETN-SIS CHS411 Course History Audit Lists details of changes, deletions and insertions to Student Course History records. ETN-SIS GRD422 Student Grades Audit List Captures changes (adds, edits, deletes) from Student Grade and Class Grade screens. ETN-SIS

28 Q28 - When the following message appears upon logging into Synergy, how is this resolved? ANSWER: Add /pov_main.aspx to the URL Explanation of the answer: By adding /pov_main.aspx to the end of the URL, the message will be avoided. This method is quicker than clearing browser cache.