This article assists users with the Student Management Menu and Student Reports.

Accessing the Student Management Menu

The Student Management menu includes options for adding and removing students from the Watch List, viewing information about the student such as staff assignments and student reports.

To view the menu

1. Hover over a student's name on the Student List Panel.

2. Select the hamburger icon (the three lines).

3. Open

   

   The menu displays.
   
   

Open

Menu Options

The options available on the menu are:

Add to / Remove from My Watch List

1. Allows the user to add or remove a student on their Watch List

2. All Watch Lists are automatically cleared on July 31 each year unless a different expiration date was entered when the student was added

3. Add Student Attachment

   1. Opens the Logs page of the Student Profile where student attachments are stored.

   2. All users can view attached documents.

   3. If the user has permission, an attachment can be added to the student's record. 

4. Schedule New Meeting

   1. Opens the Schedule Meeting window to create an event such as an IEP Amendment or IEP Correction without opening the Events screen on the student's profile

   2. The ability to create a new meeting/event is permissions based

5. Student Staff Management

   1. Opens Student Staff Management where providers assigned as Case Manager, event Primary Staff, Service Providers and Goal Responsible Staff can be viewed and changed

6. Student Reports

   1. Opens the list of Student Reports

Student Reports

To view reports

1. Select Student Reports from the Student Management Menu

2. Select the name of the report you wish to view

3. If required, login to Power BI using the username ssdco\username and your regular password

4. The report opens in Power BI where it can be exported to Excel to manipulate the data

For more information about Student Reports see Phoenix Reports.

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