ADVISER Training
Data Steward Training Syllabus
Module 1: Dashboard Administration Functions
(45 minutes)
• 1.1 Image Management • 1.2 Disabling the System
• 1.3 System Wide Messages
• 1.4 Metric Settings Management
Module 2: Dashboard Configuration
(1.5 hours)
• 2.1 User Access Overview
• 2.2 Position Title Claim Sets Overview
• 2.3 Claim Set Management – Administrator Tool
Data Steward Training Syllabus
(cont’d)
Module 4: Quality Assurance
(2 hours – On Site)
• 4.1 Impersonating Users • 4.2 District View – QA checklist
• 4.3 School View - QA Checklist
• 4.4 Classroom/Student View - QA Checklist
• 4.5 Common Data Issues & Troubleshooting
Module 5: Support & Escalation
(1.5 hours – On Site)
POP QUIZ: (1.4) Metric Settings Management
•
Does the System Admin have the ability to disable and
enable teacher access to their students’ discipline records?
YES!
•
What tab does the System Admin navigate to in order to
access this feature?
Metrics Settings tab from
MODULE 2:
Dashboard Configuration
2.1 User Access Overview
User Access Overview
•
Instructions for Single Sign On access will be given by ESUCC
•
The ADVISER Dashboards application provides different levels of user
access to comply with FERPA
•
User access roles and any changes should align with district data
policies
•
User access is determined by a person’s district position title as defined
in the district SIS
o
No mechanism to set roles on person-specific basis
User Access Overview
(cont’d)
•
“Specialists” are defined as staff who are responsible for
specific groups or “cohorts” of students and should only see
those students
•
Teachers are “Specialists” and only see their students as
determined by their class section assignments
•
Class sections are uploaded directly from the district SIS
•
It is recommended that Data Stewards review the list of
2.2 Position Title Claim Sets Overview
Position Title Claim Sets
•
The admin tool in the ADVISER Dashboards application uses the district
position titles from the district SIS to link to the ADVISER Dashboards
roles or ‘claim sets’
Claim Set Key Terms
Key Terms
•
Position Title: List of current position titles from district SIS
•
Claim Set: ADVISER Dashboards user access “claim” or setting
•
There are 9 different ClaimSet roles available
•
Editing a Single Position Title: Allows the user to change Dashboards
user access settings for one position title at a time
•
Batch Editing and Reviewing Settings for Multiple Position Titles:
•
Allows the user to change Dashboards user access settings for multiple
position titles at once
Claims-Based Authentication
•
Claims-based authentication is the process of
authenticating a user based on a set of claims about the
user’s identity contained in a trusted token
•
Basic set of roles or ‘claims’ correspond to varying levels
of access
•
Access will differ based on where assigned (school vs.
ADVISER Roles & Claims to Data
Staff & Specialist
Description
District
School
Operational
Classroom
Students
Staff User may view the district-level
Dashboards or school-level Dashboards only (dependent on organizational assignment. This is a “metrics-only” view and users are restricted from seeing any student or staff level information
If district
org If school org No No No
Specialist User may view only those students that are associated to their staff ID. District/ School specialist: User may view only those students in the district of a specific school in a capacity other than teacher (as determined by student rosters, e.g. counselor). Teacher: User may view only those students across the specific school(s) that are associated with user as a teacher (students assigned to the teacher’s class sections). Teacher cannot see any information regarding the student’s free or reduced priced meal status. Teacher can see a school level view but student lists are limited to those assigned to teacher’s sections.
If district
ADVISER Roles & Claims to Data
Leader, Administration, and Principal
Description
District
School
Operational
Classroom
Students
Leader User may view the student
Dashboards for all students currently enrolled in the district or specific school (depending on organizational assignment). User cannot see any operational or staff metrics.
If district
org If school org No Yes Yes
Administration User may view the student, classroom and full campus Dashboards for all students and teachers currently enrolled in the district or specific school (dependent on organizational assignment).
If district
org Yes Yes Yes Yes
Principal User may view the student, classroom and full campus Dashboards for all students and teachers currently enrolled in the specific school. User may assign interventions.
ADVISER Roles & Claims to Data
Intervention
,
Superintendent & System Admin
Description
District
School
Operational
Classroom
Students
Intervention
Specialist User may view the student, classroom and full campus Dashboards for all students and teachers currently enrolled in the specific school. User may assign interventions.
If district
org If school org Yes Yes Yes
Intervention
Admin User may manage the intervention catalog. No No No No No Superintendent User may view the student,
classroom and full campus Dashboards for all students and teachers currently enrolled in the district. User also has the ability to set and manage district and campus goals or thresholds.
Yes Yes Yes Yes Yes
System Admin or District Data Steward and Key Designees
User may impersonate the view of the student, classroom and full campus Dashboards for all students and teachers currently enrolled in the district. User may assign interventions and manage the intervention catalog.
2.3 Claim Set Management – Administrator Tool
ADVISER Administrator Tool
•
Login as System Administrator to access the tool
ADVISER Claim Set Options
•
Editing a Single Position Title:
•
Allows the user to change Dashboard user access settings for one position title at a time
•
Does not allow the user to change access for a particular person
•
Batch Editing and Reviewing Settings for Multiple Position Titles:
•
Allows the user to change Dashboard user access settings for multiple position titles at
once
Editing a Single Position Title
1.
Select ‘Single Edit’ button
2.
Select Position Title drop down and select the desired district title
3.
Once the district title is selected, the ClaimSet dropdown will appear
4.
Select the desired access setting
5.
Click Save
•
Wait at least 10 minutes, then test by impersonating user
1 1
2
Batch Editing
1. Select ‘Batch Edit’ button
2. Click ‘User Roles Template’ to
export a current list of district
position titles and ADVISER
claim settings
•
Be sure to use the 7 ClaimSet roles with
correct spelling and punctuation when
batch editing
1 1
Batch Editing: Review & Update
1. Review claim settings for each
Position Title
2. Make changes to ADVISER
Dashboard claim set using the
list of options
3. Save file to local drive as CSV
(Comma delimited) file type
1
1 22
Batch Editing: Review
(
cont’d)
1. Use Browse button to select
updated file from your local
drive
2. Click submit to upload file
3. Wait at least 10 minutes, then
test by impersonating user
•
Please Note: Be sure to use the 7
ClaimSet roles with correct spelling and
punctuation when batch editing
1
Testing Roles by Impersonating Users
1. Search for name of person you wish to check
2. On the search detail page, select ‘Staff’ button to narrow your
search
3. Use the ‘LOGIN AS’ button to impersonate specific user
1 1
QUIZ: Claim Setting Questions!
•
How do I review the roles I have now?
Use the Batch Edit feature to export current list of position titles
and settings in Excel
•
Can I change access for a particular person using the
ADVISER Dashboard admin tool?
No. In the case where a specific person needs access, we
