Using the Report Explorer There are over 1500 reports available to you in the SchoolWise Report Explorer.   The extensive amount of reports may be overwhelming at first, but there are a few tools described below that will help you to locate what you’re looking for. When you first launch the Report Explorer from the left side from button you will see the screen below.  The three main parts of the Report Explorer screen are the Search Tool (top lefty hand corner) the Category List Tree (left side panel) and the Report Description & Documentation Area (the entire right side of the form.     To overview the process of locating a report - the Search Tool is always the first place to begin.  If you can’t find what you need there then you may browse through the Category List.   Don’t be afraid to look at the description and documentation to

You may also change the phone type label here as well. Email contact information is also available here with the option to subscribe to a Newsletter list and to receive Attendance/Emergency Alerts as well. Designate which you would like using the check boxes here. Use the Personal Income tab to enter parent/guardian income information that will be used to determine student meal status. This tab is available for any adult that is listed as being in the same Household as the student. Extended Family Contacts are added/edited the same way as the parent/guardian. Make sure to check/uncheck if you would like to have contacts receive school mailing and alerts/texts. What to do when Parents are not getting Notifications 1.  Verify the student-contact relationships in the Desktop SIS Family form are set correctly. In-household parents/guardians will have a blue dot ( ) beside their

For the 2020–21 school year only, CDE has determined that districts and county offices can implement the use of electronic signature for weekly attendance reports, daily participation, and weekly engagement records, even if the district or county office of education does not have prior approval of their attendance accounting system using manual signatures, as long as the following is in place:   1. The electronic system has a procedure to track and verify that initial attendance is entered within two weeks from the calendar day of the school day for which the attendance is a record thereof. This flexibility would be for the purpose of distance learning attendance tracking only. Attendance for in-class instruction should still be entered on the calendar day of the school day of record. Under certain circumstances, such as wide-spread power outages, system interruptions, or for students participating in distance learning, teachers are

in the desktop form (not synced with the web). Manage School and Course Gradebook Settings Privilege to access (read/write) all teacher gradebooks and Course Gradebook Settings from the Administration menu. Note: The List Users privilege must also be enabled. View Parent Accounting Balances Privilege to access parent accounting balances from the Admin/Manage Users/Parents Tab and show card payments authorizations history. Note: The List Users privilege must also be granted. Define and Manage District Skill Sets Privilege to access Manage Skill Sets from the Administration menu. Send Telephone and Email Alerts Allows access to Parent Alert system. Online Forms System (Online Registration) Online Registration Management Console: View is required to access forms completed by parents/guardians. Manage Online Form Packets: View is required to see form packets. Manage Online Form Packet Variables: View is required to see the packet form variables. Change is required to edit the packet

When attendance is taken, a meal order count can also be taken for meal planning purposes. Meal Order Counts by Class Contact SchoolWise support to enable this optional feature if desired. The total meal order count for the class can be added using the Meal Count link in the online teacher gradebook attendance form or the desktop attendance form (the data syncs).  Gradebook Attendance Form  Meal Count Example Desktop Attendance Form  Meal Count Example Meal Order Counts by Student Contact SchoolWise support to enable this optional feature if desired. This feature can only be added to the online teacher gradebook attendance form. This feature will add meal count buttons on a separate row under the attendance buttons for each student. So there will be 2 rows of buttons for each student – the top row has the attendance status buttons and the bottom row has the meal count buttons. You

2024-2025 EOY To help guide your school for end-of-year rollover and CALPADS submissions, see the following guides for more details: EOY Rollover Best Practices Guide CALPADS EOY Submission Guide 2025 SUN Bucks Program For 2025 SUN Bucks benefits, students who are not already directly certified or categorically eligible based on their migrant, homeless, or foster status must submit an NSLP application or UBA (depending on how the student’s school or LEA operates their federal meals program). See CALPADS Update Flash #297 for more information. The new Universal Benefits Application (UBA) has been added to the forms library in the SchoolWise Online Registration system. Our online forms library also includes an NSLP application form and several alternate income forms but an AIF can no longer be used to determine SUN Bucks eligibility. LEAs may continue to use the AIF to identify students eligible to be included in

Overview SchoolWise has both Letter-Grade and Standards-Based gradebooks. Either one or both types of gradebooks can be used for the same class. Gradebooks can be enabled for specific classes if desired.  Letter-Grade Gradebooks and report cards use traditional letter based (A-F) marks. Assignments are scored on a numeric point system based on the percentage of points they earn, out of the total points available. Any grade in your marking system table can be used for a report card mark. Letter-Grade report cards normally just show 1 overall letter grade mark per course, but you can add 1 or 2 optional supplementary marks if desired. Letter-Grade report cards can be printed from the Desktop Report Explorer or from the Web Reports. Standards-Based Gradebooks and report cards use standards that are referred to as “skills”. Standards-Based grading operates on a fundamentally different concept than

SchoolWise Web User Security Click here for instructions to create a staff web user account. Staff are required to create a SchoolWise web user account before any web privileges can be granted. Once the staff web user account has been created, the appropriate privileges can be granted by a security admin with the authority to set privileges. See here for further details regarding web user privileges: https://help.schoolwise.com/docs/user-privileges The following Staff Account Security Settings can be set in your District Configuration Settings: Enable 2 Factor Authorization (2FA) Require Strong Teacher Passwords (If strong passwords are required, you can also require that passwords be changed after 1-12 months) Number of idle minutes before Forced Staff Logout Restrict teacher access to a new school year See here for more details regarding web user security settings: https://help.schoolwise.com/docs/web-configuration-settings#staff-account-security

Grade 5 Math, you can choose this option to add the new assignment to all three of those math sections. If the other sections do not have a matching Assignment Category, the category from the current section will be copied to the other sections. This option is only available if you teach more than one section of the same course during the same marking period.   Please note that if one section has an assignment category of “Test” (singular) for example and a separate section has an assignment category of “Tests” (plural), a new category of “Test” (singular) will be created in the second class and perhaps affect your assignment category calculations in ways you did not plan for.  This is why Assignment Categories must be named consistently between sections.     All my sections that have a matching category name The new assignment will be added to all your class sec tions

More About the Student Form The Student Form is where you add, edit, or view information about a student. SchoolWise makes it simple to manage most student information from one screen. From this form you are able to view or edit a student's: Personal Info, Family Info, Enrollment Schedule, Actions, Discipline, Grades/Marks by Class, Test Scores, Accounting and Meal Records, Medical History and other Custom information. The Student Form has a list on the left of all active students that are currently enrolled in the school you are logged into.  If you see a student that is showing in the list that is no longer attending school, they have not been un-enrolled correctly.  The active student list lets you “left click” in the list of names and quickly navigate to a specific student by typing in the first few letters of the Last name. Tip: If

2025-26 1) Universal Benefits Application (UBA) online form has been added to the library. This SUN Bucks-compliant application form complies with CA and federal requirements set forth in Title 7, Code of Federal Regulations, Section 292.13. 2) The immunizations form and health exams form have been modified to add variables which allow you to include the attachment skip option (default setting) or exclude the attachment skip option. The immunizations form and health exams form were designed to include the attachment skip option because some schools want to pre-enroll students without these documents (since the CA Ed Code does not require the documents prior to the first day of school). 2024-25 Health Exam: Physical health exams are now optional. As of July 1, 2024, physical exams are no longer required for school entry in California. This is due to the discontinuation of the Child Health and

Disciple Referrals are synchronized between the SchoolWise Web app and SchoolWise Desktop app. Discipline Referrals Privileges Click here for general information on setting web user privileges. Any staff member (with a staff web user account) can view, change, insert (create a disciple referral record), or delete a disciple referral record if granted the corresponding privilege. The Discipline Referrals link will be enabled when the “View Allowed” privilege has been assigned. Discipline Referrals link for Admin Staff Discipline Referrals link for a Teacher Privileges to Access Student Referrals Note: “Access StudentReferrals - View Allowed” gives teachers the ability to view discipline referrals for their students. If you are not a teacher, you can’t view discipline referrals created by others unless you also have the "Manage Tier 3 Discipline Referrals - View Allowed” privilege. Privileges to Manage Tier 3 Discipline Referrals “Manage Tier 3 Discipline Referrals - View Allowed” gives you the ability to

Overview Standards-Based Gradebooks and report cards use standards that are referred to as “skills”. The gradebook and report card content is dependent on the specific skills linked to specific courses. Skill sets are 100% customizable for every grade level as the skill description is a free form text field. You can create a custom skill set or import an existing skill set (Common Core State Standards or other custom skill set). The report card marks are determined by the skill assessment scores and grading policies (Mastery Level calculation and Rubric). The report card legend can be customized based on your marking rubrics (contact SchoolWise support for assistance). Key Requirements: Courses and sections need to be setup in the desktop SIS. Click here for more information . Enable the Standards-Based Gradebook for each course as desired. Click here for more information .   Create your skill set(s). 1 skill set per

Student Web Portal Access Open an up-to-date internet browser (Chrome, Edge, FireFox, Safari, etc.) and navigate to the URL assigned to your school for SchoolWise Web access. It would look like this: YourSchool.schoolwise.com where "YourSchool" will be unique to your school. Do not try to connect to YourSchool.schoolwise.com. “YourSchool” is a subdomain prefix assigned by SchoolWise for your specific school district or charter school. After your web module has been setup, we will provide the specific prefix to you. Do not add the www prefix to your school subdomain. SSL will flag it as a security problem since www.YourSchool.schoolwise.com is not the same address as YourSchool.schoolwise.com. Has a student already created a web account? If yes, they can then login. If not, they need to create a web account before they can login. See below for instructions. Has a

School administrators can see all users who are currently logged into their district in the SchoolWise web system. Click the "Show Current System Usage" link from the School Office System Adminstration Menu to see the current users. View User Audit Trail School administrators can view the user audit trail for any web account which includes the login history. We also have web reports to capture student login history or parent login history. For teacher web accounts, View User Audit Trail also includes a change log for gradebook marks and attendance records. To the right of each name (to the left of the username) is what is known as a Hamburger Menu. Click on this and then click on View User Audit Trail.

Click here for more information regarding Video Student Score Reports. CAASPP/ELPAC personalized video Student Score Reports (SSRs) purchased from ETS can be accessed from your SchoolWise parent-student portal by uploading the video links per the following instructions. Step 1: ETS provides the CAASPP/ELPAC SSR video links in Excel files. The video links need saved in a CSV file before they can be uploaded. If both CAASPP/ELPAC Video SSRs are purchased, the video links are shown in separate worksheets in the same Excel file. If both CAASPP/ELPAC Video SSRs are purchased, the Excel worksheets need saved as separate CSV files. Step 2: The SchoolWise web school office menu will include an upload link for users who have that privilege. Click that link and then upload your CAASPP/ELPAC Video SSR CSV file(s). The personalized video Student Score Reports (SSRs) can then be accessed from the

Student Analytics Introduction The SchoolWise Student Analytics System helps you to make sense of your school’s data by adding powerful data analysis and visualization tools to help track and manage student performance.  Use custom data indicators to help identify struggling or at-risk students while there is still time to get them back on track. Data Indicators can include Letter Gradebook Scores, Attendance Exceptions, Discipline Incidents, Program Enrollment, etc. There are two main components: data aggregation (which runs automatically each night) and data display which allows school staff to view and analyze the data through interactive dashboards.  The dashboards include interactive charts (Pods) with drill-down capability to see the detailed data.  Use the pre-defined dashboards, or build your own custom ones.  Simple implementation – no data imports or exports needed. We use your existing SchoolWise SIS data. Student Analytics is accessed from the SchoolWise web school office

SchoolWise supports Microsoft Windows 7-11 (32-bit & 64-bit). To install SchoolWise, you must be logged in to the computer with sufficient user rights to install software. In most cases, local admin login is required to install. If you are setting up the client on a highly restricted user, please make sure to allow full access to the C:\SchoolWise folder. For all new computer  installs please download and use this setup file: SchoolWiseSetup.exe If you have an older computer with SchoolWise already installed, updated install files  may be needed to display images correctly in custom reports. Please download the existing client file below and extract into the c:\schoolwise folder to update: Existing Client Updated Files New Client Installation Instructions The SchooWise desktop client is meant to be installed and run locally. It is not good practice to install from a network share.  Running swboot.exe

Global Standardized Forms There are 3 standardized forms that every school uses for parents to enter data that is synced to the SchoolWise SIS.  1. Family Household Information 2. Student Emergency Contacts 3. Student Medical Information Family Household Information This form is filled out by parents with the student place of residence information.   Student Contacts Form Here the parent can fill out information about emergency contacts and the relationship of each contact specific to the student.  Student Medical Information Form Here the parent can fill out medical information specific to the student. Optional Standardized Forms Proof of Residency (1 list or 2 list) NSLP Application for Free and Reduced-Price Meals Household Income Data (IEG Range or Detailed or Total) Student Housing Questionnaire Language Survey Pesticide Use Notification Student Immunizations Health Exams Most Recent School Transcript Release Form After School Program Customized Forms Many forms can be customized for your