Implementing Student Manager

Installation

Installing Student Manager

Implementation

In implementing Student Manager, you’ll need to address a number of key issues that will greatly facilitate the implementation process. Those issues include:

Creating User ID records for each of your users - To log in and use Student Manager, every user must have an ID record with a unique user ID and password*.

*Unless you are using the Single User version—in this case, you may disable the log in procedure completely.

Determining User Access Levels - You must determine what access users will have to each of the modules and the reporting system. For instance, you may have users who will add records but won’t be editing them, others may only need to view Name record information, etc.

Determining your data collection needs – Fields in Student Manager can be enabled/disabled depending upon your data collection needs. For instance, if you don’t assign coordinators to a course, you won’t need to enable the Course Coordinator field for your users. In addition, Student Manager provides you with user defined fields in the main modules which can be used to collect data specific to your organization (e.g. name of spouse, membership expiration date, etc.). These fields must be enabled and labeled before you can use them.

Determining the behavior of Student Manager modules – There are module preferences which affect the behavior of Student Manager. For example, you may enable the pop up list feature in validated fields, you may choose to record the firm address instead of the individual’s home address, or you may choose to assign invoice numbers when billing records are created.

Defining Student Manager codes – Some codes may have been imported when your data was converted. In addition, Student Manager ships with a "starter set" of codes for most of the main code areas (i.e. Occupation, Organization, Fee descriptions, Account codes, etc.). These “starter” codes may need to be edited to meet your organization’s coding needs. For instance, you may want to delete the “starter” Organization codes since they are not the codes you use. Or you may need to edit the demographic codes to meet your state reporting requirements.