Add Documentation
PGP-Intervention
eLearning:
The Notes, Files, and Forms sections of a PGP are used to add and organize documentation for individual students. This documentation can be attached to a Student’s Portfolio or specifically in a PGP. Each section has the same icons to add and view information.
Notes
Select the Notes section to enter plain text information saved to a student’s record. Filter and view notes, listed in reverse chronological order, by using the drop-down menu.
Click the green plus icon to add a note.
Choose the desired location (e.g., PGP or Portfolio) from the drop-down menu.
Notes recorded to a specific plan become ‘Read Only’ after the school year ends..
Check the Print? box to include the note on printed documentation for that student; Click Save.
Use icons to Print/Edit/Delete individual notes.
Check an empty paper icon to include a note on printed documentation. Any notes with a green check mark appear when printed.
NOTE: You may only Edit/Delete notes you authored unless you have a Campus or District Admin user role in DMAC.
Files
Select the Files section to upload .pdf files to attach to a student’s plan.
Click the paper clip icon to upload a new file. Choose the desired location to save a file from the drop-down menu (top left); Locate the file and click Save.
Sort files by location or year with the drop-downs at the top or use the Sort By drop-down to sort by Date, User, Type, Name or Printable files.
Click the paper icons next to individual files or use the top icons to select which files will appear when printed. Anything with a green checkmark will appear on printed documentation for a student.
The Print/Edit/Delete icons function the same as with Notes.
The total number of Files attached to a student's plan builds here in the number circled in grey on the left menu.
Forms
The Forms section is integrated with the FormWorks® software (purchased separately).
Select Forms to complete and attach custom online forms for individual students (these can be standalone or running records).
For a form to appear, the template must be attached to PGP-I when created in FormWorks.
Click the green Add New icon to complete a form. From the top drop-downs, choose the desired location and select a Template. Check the Print? box to include the form on printed documentation.
After selecting a template, complete the required fields; Click Save or Save and Close.
For Approvals, click the action button on the top of a form to send an email notifying a DMAC user that an approval is needed.
Sort completed forms by location or year with the drop-downs or use the Sort By filter to sort by date, user, type, name or if it’s printable.
Click the paper icons next to individual files or use the top icons to select which forms will appear when printed. Anything with a green checkmark will appear on printed documentation for a student.
The Print/Edit/Delete icons function the same as with Notes.
Just as with files, we have the total listed here on the left.
Please click on the blue question mark here at the top if you need to contact us or have any questions or feedback about student documentation.