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Setup Guide for Colleges & Trade Schools

Step 1: Turn on College Level Settings

By default the trial account is configured as a K-12 school but you can quickly and easily adjust your settings to accommodate your schools needs.

To turn on the College Level Settings, click on the “Features” link on the top right, and then click on the “Edit Overall Settings” button near the top right:

Turning on College Settings

 

Turning on College Settings

From there, make sure you check off the “Turn on College Level Settings” check box.

Turning on the College Settings

Turning on the College Settings

Once you save, you’ll notice a new “Class Setup” menu along the top. Click there for the next step.

Step 2: Set up your Programs

The “Class Setup” lists out all the grade levels in your school. But for the purposes of your school, you can use this to list out the programs that you offer. Here is an example below:

Setting up Programs via Class Setup

 

Setting up Programs via Class Setup

If you don’t have any specific program, you can add something generic like “General”. You will need at least ONE class to continue to the next step, which is under the “Courses” menu.

Step 3: Set up your Courses and Enrollments

Under “Courses” > “Course Setup”, you can create courses for each program. And each course may have several sections or offerings. In the example below, we have the “Electrical Technical” Program that has 3 courses. However, the “Wiring Standards & Practices” course is offered at 2 different times, and a student would only be enrolled in either one of the section, although both are part of the same course.

Setting up Courses / Subjects

 

Setting up Courses / Subjects

Hopefully, this example illustrates one way of organization your programs, courses and sections to suit your needs.

Once you’ve set up your courses, you can enroll specific students into specific courses / sections by clicking on the link under the “Enrollment” column.

Enrolling Students into Courses

 

Enrolling Students into Courses

Simply search and select a student from the “Enroll Student” box.

Finally, you can use the “Edit” button to change / reassign the course to specific instructors. And know that if need be, you can also assign multiple instructors to the same course section.

Editing Course Info and Assigned Instructors

 

Editing Course Info and Assigned Instructors

With subjects and enrollments all configured, you can then continue to use the various other areas of the software, like the gradebook, the report cards, messaging, as well as the student portal, just to name a few.

 

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