SRS - NEW USER TRAINING �

ACCOUNT�INITIAL ACCOUNT SETUP

• Creating a new account 
• Plan types
• IDEA / IEP / IFSP
• 504
• District admins
• Activate account status
• Activate access level
• Add to student teams

• Change password
• Home screen
• Personnel
• How to view / change your personnel info
• Home screen
• Logged in User: in Nav bar
• One account can have multiple
• Districts
• Schools
• How to request additional access levels

HOME�SRS BASICS – HOME PAGE

Check at the login for new updates from SRS and your district

• Once you are logged in, you will see the home page.  This will show a listing of:
• your ten most recent students that you have edited
• an option to add feedback if you have ideas on how to improve the software that will be reviewed by the SRS Advisory team
• any announcements for the system
• Check at the log in for new updates from SRS and your district

STUDENTS�SRS BASICS – STUDENT SEARCH

• Go to the Students tab
• Click on Student search
• The students that an individual can see depends on:
• Access level that they have in the district
• Student teams that they have been added to by the district manager
• Edit and View are needed if user will need to create forms

STUDENTS�SRS BASICS – STUDENT SEARCH

• Here you can set your display options. 
• Click on the display options button to display the list. 
• Click the checkbox for each item to display. 
• The more items you have the wider the list. 
• A scroll bar will appear at the bottom of the screen to navigate to the side to the choose button.  
• Click the display options button again

to close the option window.

*This is my preferred list with the Show ALL Students.

**The more items you have in the list then you may

not see the choose dropdown. 

***As you can see in the image, the word Choose is

just a C. 

STUDENTS�STUDENT RECORDS

• How to create a new student file
• ALWAYS begin by searching for the student in SRS in the transfer option
• If yes, request the file to be transferred
• If unable to request, let your district administrator know so they can request
• If no, then create one
• State ID – Unique per student
• Importance
• SRS ADVISER Reporting
• All students must have one in the Edit student screen

• Inactive Student – to see the records you must show all in the student search
• Any transferred students will be inactive
• Public/Nonpublic
• Choose button has several options in the dropdown
• Add Parent/Guardian
• Add Student Team Member/ Case Manager List

FORMS�IDEA - 504

• Create
• View
• Time on form
• 5-30 minutes - set
• 3 yellow - border
• 1 red - border
• 30 seconds red - border flashes
• Closes and saves
• Scrolling toolbar
• Restore deleted
• Update after transfer

• Transition plans should be able to turn on and off on Tab 4 of the IEP
• Progress reports - dates in District settings
• Show on finalize
• Creates 4 PR
• Generally District setting
• Can be School setting
• Refinalize does not update PR
• Color changes 
• Close – orange (30 days)
• Past due – red (3 days or past)

OTHER NAV ITEMS

• Personnel
• Admin
• Reports
• ADVISER reports are under the reports tab. 
• District managers will need to use the override to fix errors in the data.
• District manager option - Progress Report Report - listing of past due progress reports in a CSV file for sorting.

Continuing Education

Preview of Admin

Check the Knowledge base

ADVISER errors - number of records

Case managers

Student teams

Finalize/Unfinalize

Exiting Students

State IDs

If something is not working as you think it should, check the Knowledge base or with your District Admin or the ESU SPED director.

One of these three should be able to help you with issues you may run into as you work through the software.

Each district can have their own settings in some instances.

Scott Isaacson

Chief Information Officer

Rita McKinney

Technology Support Specialist

Lake Gatton

Software Developer/ Integrator

THE SRS TEAM

Aaron Callaway

Software Developer/ Integrator

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Todd Hatcher

Assistant Technology Director

Contact Us:

srshelp@esucc.org or 402-597-4994

Contact Us srshelp@esucc.org or 402-597-4994

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To learn more about the Robot click ADVISER

Thank you for joining us. Have a great year!!

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