Data Steward 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
Module 3: Dashboard Training
(2 hours)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)• 5.1 Statewide Ticketing System • 5.2 Escalation Process
MODULE 1:
Dashboard Administrative
Functions
1.1 Image Management
Image Management Overview
•
This section outlines the recommended process for uploading
images for the ADVISER Dashboard
•
This process should be used for Students, Staff, and School, and
District photos
•
All images should be sized in a 3:4 ratio which is the standard size
for yearbook photos
•
Logos for schools and districts may need to be adjusted to fit
these dimensions
Prepare Image Files
•
Student
o Name image files using the District ID. For example John Smith is a student
and has a District ID of 12345689, his image file should be named 12345689.jpg
•
Staff
o Name image files using the District ID. For example John Smith is a staff member and has a District ID of 12345689, his image file should be named 12345689.jpg
•
Education Organizations (School/District)
o School – Name image files using the unique ID for the school. For example “A L Wilson El Sch” has a school ID of 2115, the image file should be named
2115.jpg.
o District – Name image files using the unique ID for the District. For example
Upload Structure
•
Create four subfolders that contain the following images:
• LocalEducationAgency – contains image for district
• Schools – contains all images for schools
• Staff – contains all staff images
Prepare for Upload
•
Create parent folders and add subfolders with images
• EducationOrganization (parent folder)
• LocalEducationAgency (subfolder)
• Schools (subfolder)
• StaffStudents (parent folder)
• Staff (subfolder)
• Student (subfolder)
•
Right click on parent folder
Upload Images
1. Select the Photo Management tab from the ADVISER Dashboard’s Admin console.
2. Use the drop-down menu to select the school for which you will be uploading photos.
3. For the school’s students and staff, upload using the first “Choose File” button. A popup window will allow you select the zip file you named StaffStudents. Once you select the file, the system will automatically upload the document. The screen will refresh and provide a status of the upload.
4. For the district and school photos, upload using the second “Choose File” button. Select the zip file you named EducationOrganization and the system will automatically upload the document.
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Upload Images
• Please note: If you would like to upload additional files, you can upload additional new images. If an image already exists the system will override the previous image. Uploading new images will not affect the current images.
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1.2 Disabling the System
Reasons for Disabling the System
•
Issues may arise that require system to be disabled
•
Examples of situations:
o FERPA or privacy issue
o System has fatal error that requires shut down to fix
Process for Disabling the System
1. As a System Administrator, click on Home Icon on the upper left
hand corner of the ADVISER Dashboards
2. Select the Site Configuration tab
3. Check the box to deactivate the website for the entire district
4. Enter a district wide system message
5. Select Save
1.3 System Wide Messages
District-Wide System Messages
•
System Administrators can post broad messages to users. This is
helpful to notify district of data availability, new data coming,
training materials
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1. Enter message in designated space 2. Click ‘Save’
3. Message will appear in yellow at the top of every dashboard page
1.4 Metric Settings Management
Grades Below C Metric Overview
•
Metric threshold for Grades Below C can be configured at the
district level
•
The ADVISER Dashboard default value is 75
•
Once a new value is entered and saved, there will be a time delay
for the change to register and metrics to recalculate with the new
value
Grades Below C Metric Navigation
1. Select the Metric Settings tab at the top right
2. Enter the correct threshold value
3. Click ‘Save’
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Discipline Metrics Navigation
•
The Discipline Metrics can be enabled for teachers if the district’s
policy allows teachers to view a student’s discipline information
1. Click ‘Yes’ if the district
allows all teachers to view their student’s discipline information
2. Click ‘Save’
3. Reset to default or click
‘No’ if the district does not allow teachers to view their student’s discipline records
4. Click ‘Save’
• The ADVISER Dashboard will
display by whom and when 1