Configuration Meeting Homework
- Lisa Tunnell
Configuration Meeting Homework
Homework Overview
The following documentation will help you successfully complete the configuration setup. You can reference documentation on the Embarc website under the Help and Training tab.
There are five parts to this configuration meeting homework:
Create District Departments and Add Standards
Designate Schools, Users, and Access
Add Course/Schedule Projector
Write District Specific Help Documentation
Create List of Formative Assessments (Optional)
Create District Departments and Add Standards
On the navigation bar click on ADMINISTRATIVE FUNCTIONS - DEPARTMENTS.
Click on ADD DEPARTMENT and fill in the name and prefix.
Click the checkbox if you would like to USE COURSE LEVELS and optionally create a district defined course level title.
Click the checkbox if you would like to allow specific user types in this department to generate targets from standards and if you would like department information on the public site. Click Save.
Go to ADDITIONAL STANDARD SETS and choose the appropriate options from the drop-down menus. You can select a standard set and then click PREVIEW to make sure the set is what you want. Click ADD. Be sure to add standard sets for all courses in the department (K-12) plus and additional such as ELL standards or national standards associated in the department.
Add additional department information and/or attachments. (Optional)
Click Save.
Repeat these steps to create all departments in your district.
Designate Schools, Users, and Access
SCHOOLS
Before you can import users into Embarc, you need to add schools. The schools that you add in Embarc must be an exact match to the schools listed in your user import file.
On the navigation bar, click ADMINISTRATIVE FUNCTIONS-SCHOOLS.
Enter the SCHOOL NAME and SCHOOL CODE for all schools in the district and click save.
USERS
There are two steps of the user set up process. On the navigation bar, click ADMINISTRATIVE FUNCTIONS-USERS.
Import the users (two options)
IMPORT USERS: allows mass uploads. Follow the instructions on the page for creating a CSV file to upload, then click IMPORT USERS.
ADD USER: allows manual entering of users. Enter general information, role and access information, and district support role. Click SAVE.
Once users are entered, assign individual user levels and departments/grade level access. User roles include:
Educator
Curriculum Author
Departmental Curriculum Coordinator
Curriculum Director
System Administrator
All imported users have the user level Educator. If you want a user to be able to write curriculum, you will need to change the user level to Curriculum Author or above. See instructions below.
ACCESS
To change an individual user’s access:
On the navigation bar, click ADMINISTRATIVE FUNCTIONS-USERS.
Use the Search Options to find the user you would like to edit.
Click on the user’s name and choose the appropriate role and access information.
You must specify the department and grade range for Curriculum Authors and Department Curriculum Coordinators.
Click Save.
Add Course/Projector Schedule
If you chose to use the Course/Schedule Projector in your configuration meeting, this option projects an individual course’s scope and sequence based on the district calendar and a daily schedule (block, elementary, periods, etc.) defined for the course. Continue with the setup of your district calendar and projector schedules below.
If your district left the “Use the Course/Schedule Projector” box unchecked in the DISTRICT OPTIONS-SHOW GENERAL CONFIGURATION settings, you will not have the option to setup a district calendar or projector schedule and must go back into the ADMINISTRATIVE FUNCTIONS to turn it on.
CALENDAR
A calendar is designed to show the non-teaching days in your school year. Districts may enter multiple calendars, if necessary.
On the navigation bar, click on ADMINISTRATIVE FUNCTIONS-CALENDARS.
Click ADD NEW.
In the CALENDAR NAME textbox, enter the name of your calendar.
In the SCHOOL YEAR dropdown, select the appropriate school year.
If you would like to set this calendar as the default calendar, check the box next to "This is the default calendar for the district." For districts using the Classroom feature, the dates on the default calendar will appear on the student calendars.
Click SAVE.
Specify any non-teaching days by either selecting the date or range of dates for your district’s non-teaching days.
Select the REASON and click ADD DAY.
Continue this process until you have added all of the non-teaching days for the school year.
Click SAVE.
PROJECTOR SCHEDULE
The Projector Schedule allows Embarc to project the pacing of the course onto the district calendar. This is visible on the Scope and Sequence page and integrates with the lesson planner for accurate planning.
On the navigation bar, click on ADMINISTRATIVE FUNCTIONS-PROJECTOR SCHEDULES.
Click ADD NEW.
Enter the schedule name in the SCHEDULE NAME textbox.
Select the calendar that applies to the schedule from the CALENDAR dropdown.
Enter the START DATE and END DATE for this projector schedule.
Select which days the class occurs under CLASS IS HELD ON
Enter how many class periods per day the class occurs in the CLASS PERIODS PER DAY. Most classes will occur once per day.
Enter how many buffer days you would like between units in the BUFFER DAYS BETWEEN UNITS textbox.
Click SAVE.
*For a detailed explanation of how to make this function work for you, see the video below.*
Write District Specific Help Documentation
On the navigation bar, click on ADMINISTRATIVE FUNCTIONS-DISTRICT OPTIONS.
Click SHOW HELP CONFIGURATION.
As discussed in your district’s configuration meeting, enter any specific help documentation that will assist your staff while entering curriculum into Embarc.
Click SAVE.
Create List of Formative Assessments (Optional)
Your district can create a list of formative assessments that all users can select from to be associated at the Learning Target level.
On the navigation bar, click on ADMINISTRATIVE FUNCTIONS-DISTRICT OPTIONS.
Click SHOW KEY CONCEPT/LEARNING TARGET/KNOWLEDGE AND SKILL CONFIGURATION.
Select the check box next to ALLOW FOR THE ENTRY OF ASSESSMENT INFORMATION AT THE LOWEST LEVEL (KEY CONCEPT)
Click SAVE.
You can:
choose from a pre-made list from within BYOC by clicking ADD FROM LIST
create your own item by typing the name and clicking ADD ASSESSMENT
Click SAVE.