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©2000-2013
Portage Bay Solutions, Inc.
TABLE OF CONTENTS
Chapter 1: Overview of System and ESM Duties................................................................................. 4 Overview: What is E-Com? ................................................................................................................................... 4 How to Use This Manual ....................................................................................................................................... 4 Duties of the E-Com System Manager.................................................................................................................. 4 Chapter 2: Staff and Password Maintenance....................................................................................... 5 How to Add a New Staff Member .......................................................................................................................... 5 Edit User ID and Password Information ................................................................................................................ 5 Modify Staff Data................................................................................................................................................... 7 How to Replace Staff Members............................................................................................................................. 7 Individual Staff Service Roster Reports................................................................................................................. 9 List an Individual Staff Member’s Students ........................................................................................................... 9 Chapter 3: Student Screen Features................................................................................................... 10 Screen Overview ................................................................................................................................................. 10 Information & Settings ......................................................................................................................................... 10 School, Staff and Notes Settings......................................................................................................................... 11 Student Access Data........................................................................................................................................... 11 Placement Tab .................................................................................................................................................... 12 Special Tab ......................................................................................................................................................... 14 Staff Tab.............................................................................................................................................................. 15 Assessment Tab.................................................................................................................................................. 15 Merge Duplicate Student Records ...................................................................................................................... 15 Delete Students................................................................................................................................................... 16 Chapter 4: Forms List........................................................................................................................... 17 Accessing the Forms Database .......................................................................................................................... 17 Form Detail Screen ......................................................................................................................................... 17 Value Lists....................................................................................................................................................... 17 Required or Default Text Fields ...................................................................................................................... 17 Previewing and Printing Blank Forms ................................................................................................................. 18 Chapter 5: Admin Screen..................................................................................................................... 19 Chapter 6: System Maintenance ......................................................................................................... 21 Set and Change System Preferences ................................................................................................................. 21 Access Log...................................................................................................................................................... 21 Text Editing ..................................................................................................................................................... 22 Batch Editing ................................................................................................................................................... 23 Form Data (Undeleting Forms) ....................................................................................................................... 25 Schools ........................................................................................................................................................... 26 Calendar.......................................................................................................................................................... 27 District Prefs .................................................................................................................................................... 28 Adding Required Fields or Default Text to Fields................................................................................................ 29 Copyright © 2000-2013, Portage Bay Solutions
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Printed: 11/07/13