Admin
Custom Post on Main Page
Log into the administrator side of the page
- From the main page select Log In in the bottom right corner
- Enter your username and password. Contact Gaynell Lyman if you need this information.
Select the post to customize
- Select the Manage tab at the top of the screen
- Select “Opening Message”
- Change the Title of the post
- Change the message in the Post field (you may use editing tools like you would in Word)
- Click the Save button on the right
Add New Post/Announcement on Main Page
Log into the administrator side of the page
- From the main page select Log In in the bottom right corner
- Enter your username and password. Contact Gaynell Lyman if you need this information.
Create and Publish new post
- Select the Write tab at the top of the screen
- Select Posts from the second line of tabs
- Enter a Title for the post
- Enter a message in the Post field
- Click the Publish button on the right
View All Summary Data in One Location
Log into the administrator side of the page
- From the main page select Log In in the bottom right corner
- Enter your username and password. Contact Gaynell Lyman if you need this information.
View Tracked
- Select the cformsII tab at the top of the screen
- Select Tracking from the second line of tabs
- Select View records from the table in the center of the screen
- All records will show below the table
To download a copy of the data to your computer
- Select Download records from the second line of tabs
- Select csv from the dropdown menu
- Click the check mark
- Save the file
- Navigate to the save location and double click the formdata.csv file and it will open in Excel.
Creating a Rule in Mail to Redirect Online Summary Submissions
These directions will help you create a rule that organizes submissions in a single mailbox. Since messages will be removed from your inbox, you will want to remember to check this box.
Create the mailbox
- Click once on an online submission you have already received.
- From the toolbar at the top select Mailbox > New Mailbox
- Give the mailbox a name (eg: StudyGroups)
Create a rule to redirect the messages
- Mail > Preferences
- Select Rule from the toolbar
- Select the Add Rule button
- Give rule a description
- Use the drop down menus to select the following: If <Any> of the following conditions are met: <Subject> <Contains> <An Online Summary> Perform the following actions: <Move Message> to mailbox <StudyGroups>
- Click OK
Moderating Blog Posts
Note: This only needs to be performed for the first comment posted from an individual. After the initial approval, future comments will appear without moderation.
Log into the administrator side of the page
- From the main page select Log In in the bottom right corner
- Enter your username and password. Contact Gaynell Lyman if you need this information.
Approve Comment
- Select Comment from the first row of tabs
- Preview comments for content
- Place a check in front of comments you wish to approve
- Select the Approve button
Creating Folders in PD360 to Organize New Learning for PLCs/Study Groups
Add / Edit / Delete a Focus/Objective
- Select Focus-Objectives from the Admin Tools Menu. Select the school name or district name on the “Select State/District/School” drop down list.
- If you select the state, the Focus Objective Toggle Menu will be displayed. This allows you to toggle which Focus Objectives will be visible to the users.
- If you select the district name or a school name, the name you have selected will be displayed directly below the drop down with a green “+” button to the right.
Add a Focus Objective:
- Click the green “+” button on the right of the school or district name. A folder named “[rename this]” is created. Click the “[rename this]” folder and the “Edit a Focus Objective” view is displayed with “[rename this]” in the “Title” field.
- Click in the Title field and rename the focus objective title. This is the title the user will see under the Focus Objectives tab on the main PD360 view. Keep the title brief.
- External URL is optional. Enter an external URL if you want the user to see an “INFO” button next to the title they can click that will link them to any addressable URL.
- Description is optional. When the user puts the mouse over the title of the focus objective a popup will display of the “Description” you have entered.
- Select a Segment and Click the “+” Button to Add. You can link any segment in the video library to the Focus Objective you have created. First click the program title and “Elementary” or “Secondary” to view the program segments. As you click he green “+” sign next to the segment titles, they are then listed on the right side with all segments linked to the Focus Objective.
- Save Changes. Click “Save Changes” to save and activate the new focus objective.
Add Subfolder
“Add Subfolder” allows you to organize or separate the Focus Objective into two or more subfolders. You can only “Add Subfolder” to a Focus Objective that does not have any linked video segments. You may delete linked segments from a Focus-Objective then “Add Subfolder”. You may also “Add Subfolder” to a subfolder. You may only link video segments to the last (lowest level) subfolders.
- Click the Focus-Objective title to highlight the title.
- Click Add Subfolder, to display a subfolder “[rename this]” under the Focus Objective.
- Click the “[rename this]” folder and the “Edit a Focus Objective” view is displayed with “[rename this]” in the “Title” field. Follow the same process as adding a Focus Objective at the “Edit a Focus Objective” view (see Add a Focus Objective above).
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