1 / 80

Features, Code Mappings and User Access

Features, Code Mappings and User Access. Essential 2. Introductions and Ground Rules. Introductions FCMAT/CSIS Participants Ground Rules Mute phones while listening (Mute or MIC button) Do not place the call on HOLD Silence cell phones Provide your name and LEA when speaking

tadhg
Download Presentation

Features, Code Mappings and User Access

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Features, Code Mappings and User Access Essential 2 Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  2. Introductions and Ground Rules Introductions FCMAT/CSIS Participants Ground Rules Mute phones while listening (Mute or MIC button) Do not place the call on HOLD Silence cell phones Provide your name and LEA when speaking One conversation at a time Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  3. Course Description CALPADS KEY FEATURES, KEY CONCEPTS and SYSTEM ADMINISTRATION • This course provides an overview of CALPADS • Features • Key concepts • User Accounts • Set-up • Maintenance Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  4. Agenda • CALPADS • Application and Its Features (2a) – p. 7 • Security (2b) – p. 59 • Local Code Mapping (2c) – p. 101 • Reports and Extracts (2d) – p. 123 • Getting Started (2e) – p. 158 Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  5. Prerequisite & Audience • Prerequisite • Essential 1 – Overview of Objectives and Requirements • Target Audience • LEA Program and Data Management Staff Responsible for Overall District Enrollment • CALPADS LEA Administration Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  6. Course Description COURSE OBJECTIVES • Participants will understand • the flow of data through CALPADS • how the portal Home Page can assist in managing tasks • where main activities are accessed from the menu • how the navigation features work • how to set up user accounts • how to translate local codes into CALPADS codes • the available views of reports and extracts • how to get help with the operation of the application • the steps for getting started Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  7. CALPADS Application and Its Features Essential 2a Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  8. Contents This module includes the following • Application Design • Application Organization • Application Navigation Aids • Key Points • Portal Overview Demonstration Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  9. APPLICATION DESIGN Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  10. Application Design SYSTEM INTERACTIONS CALPADS is designed to interact with • End-users • LEA users • School users • State users • Other systems • LEA systems • System interfaces • CDE systems • Assessment vendors Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  11. Application Design SYSTEM COMPONENTS The components of CALPADS manage the interactions of its users and the resulting flow of data into and out of the system Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  12. Application Design KEY FEATURES • Web-Based System • Accessible to authorized users via the Internet • Available from any workstation • Requires no digital certificate • Available: (http://www.cde.ca.gov/ds/sp/cl/calpadshours.asp) • Longitudinal Data Capture • History of data is stored in a manner that enables point-in-time reporting • Comprehensive Detail Data • Individual student/staff level data replacing aggregate data where appropriate • Complete student profile and enrollment history Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  13. Application Design KEY FEATURES (cont.) • Comprehensive Views of Data • Views of current data in ODS and certified data in Snapshot • Online views of exception reports (rejected records) • Views of data submitted available prior to posting and prior to certification • User configurable reporting • User configurable data downloads/extracts Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  14. APPLICATION ORGANIZATION Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  15. Application Organization ORGANIZATION DESIGN • Ongoing Student Enrollment • SSIDs can be assigned and students can be enrolled at any time • Scheduled Data Collections and Certifications • Submission are schedule and the status is tracked • Managed User Interactions • Portal organizes interactions and provides one point of entry • Workflows structure the submission and approval of data • Access is controlled by the user’s role • Multiple Methods of Data Submission • Students can be entered individually online • Multiple students can be submitted using batch files The organization of CALPADS is designed to support Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  16. KEY POINTS Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  17. Summary KEY POINTS – Application and Features • Data entry and data access can be accomplished in multiple ways • Data can be entered and maintained at any time • Many different views of the data are available Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  18. PORTAL OVERVIEW DEMONSTRATION Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  19. Note that each menu offers selections from sub-menus as well as a landing page that provides access to all of the sub-functions Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  20. CALPADS Security Essential 2b Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  21. Contents This module includes the following: • Overview of Security • User Account Management • Password Management • Security Management • Key Points • Security Management Demonstration Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  22. Overview of User Security Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  23. Overview ADMINISTRATOR ROLE The creation of users within the application is controlled by the system administrator role. • LEA Administrator • Can create LEA level users and school level users • Applies for and receives a system Administrator account (which is assigned the LEA Administrator role) and a password from the CDE Note: LEA CALPADS Administrators who intend to do more than assign access rights (e.g. updating student information, enrollment, and program data) should create a daily account for these non-security related functions. Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  24. Overview ADMINISTRATOR RESPONSIBILITY • Review Security Report • Log in to CALPADS with an LEA Administrator account • From the Admin Menu, click “User Security” • Click on Security Reports • 13.1 – Security – Roles by User • 13.2 – Security – Users By Role • Review the Account Status column • “Active” means the user can log in and perform functions associated with the current roles assigned. • “Revoked” means the user can no longer log in with that User ID. • Determine whether any user access needs to be revoked • Always remove the Anomaly Contact role before revoking a the user account Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  25. Password Management CHANGE PASSWORD (cont) To change the password, enter the current password and a new password. Confirm the new password. Click “Submit” Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  26. Local Code Mapping Essential 2c Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  27. Contents This course includes the following: • Overview of Code Mapping • Add New Code Mapping • Maintain Existing Code Mapping • Summary Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  28. OVERVIEW OF CODE MAPPING Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  29. 00 KN School’s local code for Kindergarten CALPADS code for Kindergarten Overview PURPOSE OF CODE MAPPING Define which local codes correspond each to CALPADS code so the school can submit local codes * Code mapping is only necessary for local codes that differ from CALPADS codes Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  30. Overview RESPONSIBILITY FOR CODE MAPPING It is the responsibility for the LEA Administrator to manage the mapping of local codes; however the task can be performed by a designee who has been assigned the security role that allows access to the “Manage Local Codes” functionality. Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  31. Overview BENEFITS OF CODE MAPPING Code mapping can • Simplify the data submission process • Save time • Minimize the potential for error in submitting data that is not stored in the local SIS Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  32. Overview CODES THAT CAN BE MAPPED Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  33. ADD NEW CODE MAPPING Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  34. Summary KEY POINTS – LOCAL CODE MAPPING • Code mapping is optional • The CALPADS code sets are available under “System Documentation” on the CDE website at http://www.cde.ca.gov/ds/sp/cl/systemdocs.asp Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  35. Reports and Extracts Essential 2d Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  36. Contents This module includes the following: • Overview of Reports and Extracts • Reporting Features • CALPADS Reports • CALPADS Extracts • Summary Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  37. OVERVIEW OF REPORTS AND EXTRACTS Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  38. Overview These capabilities include • Reports that show aggregate counts of data as well as detail data • Extracts of data that are pre-defined to provide key data • User-selected filters and configurations for reports and extracts Capabilities exist within CALPADS that assist in • Analyzing data • Validating and reconciling CALPADS data Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  39. REPORTING FEATURES Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  40. Reporting Features REPORT SECTIONS 1-Set Filters: Make selections to control which data you see 2-Configure View: Adjust the view using these fields for IE only Comments can be entered and will appear in the report footer 1 3-Data References: Displays report title, timeframes, and entity selections made in Section 1 2 3 4-Report: Data resulting from the filters 4 Reports are divided into 5 sections 5 5-Footer: Summary of filters selected in Section 1 Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  41. Reporting Features DATA FILTERS & COMMENTS Report data is filtered by user selection to control the resulting report data The user can enter comments that appear in the footer of the report Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  42. Reporting Features VIEWING AID - PAGING TOOL Long reports with multiple pages can be viewed by using the paging tool available for Internet Explorer only Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  43. Reporting Features VIEWING AID - ZOOM The report can be increased or reduced in size for Internet Explorer Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  44. Reporting Features VIEWING AID - SEARCH FOR DATA Text in the report can be searched for using specified criteria (IE only not Firefox) Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  45. Reporting Features VIEWING AID - DATA EXPORT Data can be extracted in multiple formats Note: Excel and .pdf are generally considered to be the most useful Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  46. Reporting Features VIEWING AID - REVEAL The filter pane can be eliminated from the report view Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  47. Reporting Features VIEWING AID - REFRESH Data can be refreshed when the filter pane is hidden. Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  48. CALPADS REPORTS Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  49. Reports REPORT SOURCES There are two sources for reports: • The ODS (current data) • The Snapshot Database (certification data) Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

  50. Reports LIST OF ODS REPORTS These reports are available to display current SSID Enrollment data in the ODS Essential 2 - Features, Code Mappings and User Access v3.0, August 29, 2012

More Related