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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

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HOME�SRS BASICS – HOME PAGE

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

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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

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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.

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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 you 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

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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 if added to a little they will have it for their history in SRS
Progress reports

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)

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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.
Progress Report Report - listing of past due reports in a CSV file for sorting.

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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.

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Scott Isaacson

Chief Information Officer

Todd Hatcher

Assistant Technology Director

Anthony Maggio

Senior Software Developer

Rita McKinney

Communications Specialist - SRS Training & Support

Lake Gatton

Software Developer

THE SRS TEAM

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SIS

SRS

NDE - ADVISER

Data

Must Match

Only 1 Publish

To learn more about the Robot - click ADVISER

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