District Setup

1. Districts

1. Add new District/Edit

1. General Tab

1. Name: District Name
   

2. Current School Year
   

3. Public Key
   

2. Sync Tab

1. Sync Students: Checked =True
   

1. True/Yes
   

2. False/No
   

2. Sync Enrollment: Checked =True
   

1. True/Yes

2. False/No

3. Sync Classes: Checked =True

1. True/Yes

2. False/No

3. Audit: Audit Information is a basic timeline including the following:

1. Created on

2. Created by

3. Modified on

4. Modified by

4. Sync Information

1. Sync Source

2. Sync ID

3. Sync Time

5. Click Save

2. Refresh list: Refreshes the table

3. Table

1. Action

2. Delete

4. Table

1. District ID

2. District ID number

3. District Name

4. Year: Current School Year

5. Sync Students

1. True/Yes

2. False/No

6. Sync Enrollment

1. True/Yes

2. False/No

7. Sync Classes

1. True/Yes

2. False/No

School Setup

1. Schools

1. Add new School/Edit

1. General Tab

1. Name: School Name
   

2. Short Name: School Name Abbreviated/Nick Name
   

3. Active
   

1. Yes
   

2. No

4. School Number
   

5. State Number
   

6. Parent School
   

7. District
   

8. District Name
   

9. Location
   

2. Description: An area to enter a detailed description

3. Audit: Audit Information is a basic timeline including the following:

1. Created on

2. Created by

3. Modified on

4. Modified by

4. Sync Information

1. Sync Source

2. Sync ID

3. Sync Time

5. Click Save

2. Refresh list: Refreshes the table

3. Table

1. Action

2. Delete

4. Table

4. School ID

5. Parent ID

6. Name: School Name

7. School Number

8. State Number: School State Number

School Year Setup

1. School Years

1. Filter

1. Year: Year select dropdown 

2. Change global Current School Year: Year selector for selecting the current year

2. Clone school year: Used to create a duplicate of the current year to be used for the next year

3. Add new School Year/Edit

1. General Tab

1. School Name: Choose a school From the dropdown 
   

2. School Year
   

3. Start Date: School Year Start Date
   

4. End Date: School Year End Date

2. Audit: Audit Information is a basic timeline including the following:

1. Created on

2. Created by

3. Modified on

4. Modified by

3. Sync Information

1. Sync Source

2. Sync ID

3. Sync Time

4. Click Save

4. Refresh List: Refreshes the table

5. Table

1. Action

2. Delete

6. Table

1. School: School Name

2. Year: The year the user is working in

3. Start Date: School Year Start Date

4. End Date: School Year End Date

5. Navigate

1. Terms

1. Add new Term/Edit

1. General Tab

1. Term

1. School: School Name
   

2. School Year
   

3. Name: Term Name
   

4. Start Date: Term Start Date
   

5. End Date: Term End Date
   

2. Audit: Audit Information is a basic timeline including the following:

1. Created on

2. Created by

3. Modified on

4. Modified by

3. Sync Information

1. Sync Source

2. Sync ID

3. Sync Time

4. Click Save

2. Refresh list: Refreshes the table

3. Table

1. Action

2. Delete

4. Table

5. School

6. Year

7. Name

8. Start Date: Term Start Date

9. End Date: Term End Date

Students

1. Student: A table of all students in the Mileposts system

3. Filter

1. Last Name

2. First Name

3. School

4. Starts with: Type at least 3 characters to filter students. The more characters the narrower the results

5. Click the blue arrow to search

4. Refresh list: Refreshes the table

5. Table

1. Action

1. Edit 

1. General Tab

Note that editing most student data will not stick

as long as the student is being synched from your SIS

1. Student Number

2. State Number

3. First Name

4. Middle Name

5. Last Name

6. Date of Birth

7. Gender

8. Race

9. Ethnicity

10. Primary Language

11. Home Language

12. Parent Guardian

13. Phone 1

14. Phone 2

2. Address Tab

1. Mailing Address

1. Address 1

2. Address 2

3. City

4. State

5. Zip

2. Physical Address

1. Address 1

2. Address 2

3. City

4. State

5. Zip

3. Demographics Tab

1. NOD

1. Yes

2. No

2. HOM

1. Yes

2. No

3. TMOM

1. Yes

2. No

4. Emancipated

1. Yes

2. No

5. Immigrated

1. Yes

2. No

6. Immigration Date

1. Insert Date

7. Migrant

1. Yes

2. No

8. Title 1 Math

1. Yes

2. No

9. Title 1 Reading

1. Yes

2. No

10. Refugee

1. Yes

2. No

4. Audit Tab: Audit Information is a basic timeline including the following:

1. Created on

2. Created by

3. Modified on

4. Modified by

5. Sync Information

1. Sync Source

2. Sync ID

3. Sync Time

6. Click Save

2. Delete

6. Table

1. First Name: Student First Name

2. Middle Name: Student Middle Name

3. Last Name: Students Last Name

4. Action

1. Enrollment

1. Add new Enrollment/Edit

1. General Tab

1. School: Choose school from dropdown
   

2. School Year: Choose school year from dropdown
   

3. Active
   

1. Yes
   

2. No

4. Grade: Choose grade from dropdown
   

2. Audit Tab: Audit Information is a basic timeline including the following:

1. Created on

2. Created by

3. Modified on

4. Modified by

3. Sync Information

1. Sync Source

2. Sync ID

3. Sync Time

4. Click Save

2. Refresh list: Refreshes table

3. Table

1. Action

5. Delete

4. Table

1. Student ID

2. Year: School Year

3. School: School Name

4. Grade: Grade Level

5. Active

1. True/Yes

2. False/No

Student User-Defined Fields

1. Student User-Defined Fields

1. Add new Student User-Defined Fields/Edit

1. General Tab

1. Name: Field Name
   

2. Display Name: Name that the user sees
   

3. Public Key: Auto defined No added task to complete
   

4. Data Type: Select the data type from the Dropdown
   

5. Manage
   

1. Locally 
   

2. Remotely
   

2. Audit Tab

1. Audit Information

1. Created On

2. Created By

3. Modified On

4. Modified By

2. Click Save

2. Refresh List: Refreshes table

3. Table

1. Action

4. Delete

5. Table

2. Name

3. Display Name

4. Public Key

5. Data Type

6. Managed in Mileposts

7. Options

Courses

1. Courses

1. Filter

1. School: Select School from dropdown
   

2. Year: Select school year from dropdown
   

2. Add New Course/Edit

1. General Tab

1. Course: Name the Course
   

2. School: School will be auto filled
   

3. School Year: School Year will be auto filled

4. Active

1. Yes

2. No

2. Audit Tab

1. Audit Information

1. Created On

2. Created By

3. Modified On

4. Modified By

2. Click Save

3. Refresh List: Refreshes the table

4. Table 

1. Audit Information

1. Created On

2. Created By

3. Modified On

4. Modified By

2. Click Save

1. Action

2. Delete

5. Table

1. Course

2. School

3. Year

4. Subject

5. Active

6. Navigate

1. Classes

1. Classes

1. Add New Class/Edit

1. General Tab

1. Course: Name of the course

2. School

3. School Year

4. Term: Select term from dropdown

5. Class Type: Select Class Type from dropdown

6. Class Scope: Select Class Scope from dropdown

7. Name: Class Name

8. Active

1. Yes

2. No

9. Begin Period

10. End Period

11. Query

2. Audit Tab

1. Audit Information

1. Created On

2. Created By

3. Modified On

4. Modified By

2. Click Save

2. Refresh List: Refreshes table

3. Table

1. Action

1. Edit

1. General Tab

2. Course: Name of the course

3. School

4. School Year

5. Term: Select term from dropdown

6. Class Type: Select Class Type from dropdown

7. Class Scope: Select Class Scope from dropdown

8. Name: Class Name

9. Active

10. Yes

11. No

12. Begin Period

13. End Period

14. Query

15. Audit Tab

16. Audit Information

17. Created On

18. Created By

19. Modified On

20. Modified By

21. Click Save

2. Delete

4. Table

1. Year

2. Term

3. Name

4. Active

5. Begin

6. End

7. Navigate

1. Teacher

1. Add New Class Teacher/Edit

8. General Tab

1. Class Teacher

2. General Tab

1. Name: Select Teachers name from dropdown

2. Primary Teacher: Click if primary
   

3. Alternate Teacher: Click if alternate
   

3. Audit Tab: Audit Information is a basic timeline including the following:

1. Created on

2. Created by

3. Modified on

4. Modified by

5. Sync Information

6. Sync Source

7. Sync ID

8. Sync Time

4. Click Save

9. Refresh List: Refreshes table

10. Table

1. Action
   

1. Delete
   

3. User ID

1. First Name

2. Last Name

3. Primary

4. Alternate

4. Roster

1. Add New Roster/Edit

2. General Tab

1. Name: Teachers Name

2. Active

1. Yes

2. No

3. Audit Tab

1. Audit Tab: Audit Information is a basic timeline including the following:

1. Created on

2. Created by

3. Modified on

4. Modified by

5. Sync Information

6. Sync Source

7. Sync ID

8. Sync Time

2. Click Save

4. Refresh List: Refreshes the table

5. Table

1. Action
   

1. Delete
   

6. Table

1. Student ID

2. Year

3. First Name

4. Last Name

5. Active

Teacher Mapping

1. Filters

1. For School: Select School from dropdown
   

2. Unmapped or All Teachers
   

1. Unmapped: Teachers that are not mapped to Identity in the sync file
   

2. All: Teacher mapped and unmapped to Identity in the sync file
   

3. Staff in the School or All Staff

1. Show only staff in this school for editor: Staff in the selected school

2. Show all staff for editor: All staff from all schools

2. Table

1. Teacher: Teachers Name

2. Teacher Key: Unique staff number

3. Map to User: Teachers name/Email address/ Identity

4. Edit 

Edit Email Address/Identity

1. Update
   

2. Save
   

2. Cancel

5. Audit

1. Created on

2. Created by

3. Modified on

4. Modified by

5. Cancel
   

6. Exit