“Spring” Forward with Must-Do Processes You Need to Finish up This Year and Get Ahead for Next YearKey Processes for you to complete with your education software

Presented by Mark Govatos & Kristen Vila

YOUR PRESENTER

Kristen Vila

Title The Education Edge Consultant

Background • B.S. Industrial & Systems Engineering• Project Management

Interesting Facts

• Previously used The Education Edge at a school in Miami, FL

• Identical Twin Sister

Contact • kristen.vila@blackbaud.com• 843-654-2331

BLACKBAUD CUSTOMER

Mark Govatos

Title Director of TechnologyCrossroads SchoolSanta Monica, CA

Background • B.A. Occidental College• Coursework in Database Management at

UCLA

Interesting Facts

• A Blackbaud User Since 2005• Formerly a Math and Computer Science

Teacher

Contact • MGovatos@xrds.org• 310-829-7391 x502

DICTIONARYTHE EDUCATION

EDGE

FACULTY ACCESS FOR THE WEB

(FAWEB)

NETCLASSROOM

ONLINE ADMISSIONS &

REENROLLMENT

Admissions Office

Registrar’s Office

“CALENDAR OF EVENTS”

• Key processes to do each month1. Get ready for

next year2. Close out the

current year

ORDER IS IMPORTANT

JANUARY TASKS

• Mark current students for reenrollment→ Mark for Reenrollment Wizard in The

Education Edge (should be done before reenrollment contracts are sent out)

• Setup school information for next academic year

→ Make sure that decisions about timetables and marking columns are made before creating the new academic year.

→ Copy Course Information in The Education Edge to the new academic year. You may also copy class information to the new year if your schedule does not change much.

January

FEBRUARY & MARCH TASKS

• Prepare and Distribute contracts for next year’s returning students

→ Can be done on paper OR → With Online Reenrollment (electronic

submissions). Be sure to research rules for electronic signatures.

• Gather student course requests for next year

→ Can be done on paper OR → With Online Course Requests in

NetClassroom• Gather information about teaching

assignments for next year→ How to handle teaching vacancies for

next year.

February March

APRIL TASKS

• Bring in new, incoming students with a special status

→ Enroll Applications Wizard in The Education Edge

• Enter student course requests into The Education Edge

• Build preliminary schedules for next academic year (can be done during summer months but consider doing this early if you rebuild your schedule of classes every year)

→ Manual Scheduling OR → Automated Scheduling using Generate

Master Schedule and Generate Student Schedules in The Education Edge

April

MAY & JUNE TASKS

• Publish next years schedule (optional)→ Print schedules→ View schedules in NetClassroom

• Process final grades for the current year and print report cards

→ Print report cards→ View report cards in NetClassroom

• Promote students to the next grade level and check enrollment numbers

→ End of Year Processing Wizard in The Education Edge

May June

JULY TASKS

• Enter missing or changed information on student records (i.e. lockers, advisors, etc.)

→ Globally change records in The Education Edge

• Process medical forms and other required student information

→ Forms can be done through Online Reenrollment

• Build admissions form for new applicants

• Online Admissions

July

AUGUST TASKS

• Add new student and new parent records into the development software

→ Integration with The Raiser’s Edge • Launch admissions forms for new

applicants→ Online Admissions

• Publish final schedules for faculty and students

→ Print schedules→ Viewable in Faculty Access for the Web

(for teachers) and NetClassroom (for students)

August

SCHOOL STARTS!

MARK’S WORDS OF WISDOM

If

1. If you use multiple databases plan to spend time doing data clean up every year

2. If you use online forms for contracts or for collecting important information, be sure to understand rules regarding electronic signatures

3. Always communicate with other database power users before executing large processes (i.e. scheduling scenarios, end of year processing, etc.)

4. Talk to Blackbaud power users at other schools

5. Use Blackbaud Support as often as you need to

QUESTIONS

CONTACT INFORMATION

THANK YOU!

KRISTEN VILATHE EDUCATION EDGE CONSULTANT, BLACKBAUD843-654-2331KRISTEN.VILA@BLACKBAUD.COM

MARK GOVATOSDIRECTOR OF TECHNOLOGY, CROSSROADS SCHOOL310-829-7391 X502MGOVATOS@XRDS.ORG