SchoolConnects - School District 67
SchoolConnects - School District 67
SchoolConnects - School District 67
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<strong><strong>School</strong>Connects</strong><br />
Web Users’ Guide<br />
Synrevoice Technologies Inc.
<strong><strong>School</strong>Connects</strong> TM Version 9.21 or later<br />
Copyright © 2002 - 2010 Synrevoice Technologies Inc.<br />
Although the information in this document has been carefully reviewed, Synrevoice Technologies<br />
Inc, (“Synrevoice”) does not warrant it to be free of errors or omissions. Synrevoice reserves the<br />
right to make corrections, updates, revisions or changes to the information in this document.<br />
UNLESS OTHERWISE EXPRESSLY STATED BY SYNREVOICE, THE PROGRAM DESCRIBED<br />
IN THIS DOCUMENT IS PROVIDED “AS IS” AND WITHOUT WARRANTY OF ANY KIND,<br />
EITHER MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. IN NO EVENT<br />
WILL SYNREVOICE BE LIABLE TO ANYONE FOR SPECIAL, COLLATERAL, INCIDENTAL<br />
OR CONSEQUENTIAL DAMAGES, INCLUDING WITHOUT LIMITATION ANY LOST<br />
PROFITS, DATA, OR SAVINGS, ARISING OUT OF THE USER OF OR INABILITY TO USE<br />
THIS PROGRAM.<br />
This document is protected by copyright and you may not redistribute or translate it into another<br />
language, in part or in whole.<br />
You may only redistribute this document internally within your organization (for example, on your<br />
intranet) provided that you continue to check with Synrevoice for updates, and update your version<br />
of the documentation. You may not make it available to your organization over the internet.<br />
<strong><strong>School</strong>Connects</strong> TM is a trademark of Synrevoice Technologies Inc.<br />
Microsoft is either a registered trademark or a trademark of Microsoft Corporation in the United<br />
States and/or other countries.<br />
Other products or services mentioned in this document are identified by the trademarks or service<br />
marks of their respective owners.
<strong><strong>School</strong>Connects</strong> Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5<br />
The <strong><strong>School</strong>Connects</strong>Web Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6<br />
The Navigation Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7<br />
<strong><strong>School</strong>Connects</strong> <strong>School</strong>s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9<br />
<strong>School</strong> properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9<br />
The Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11<br />
The student household contact data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12<br />
The relative contact data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12<br />
Types of Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14<br />
Attendance Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15<br />
Announcements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16<br />
About Emergency messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16<br />
About canned messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17<br />
Call-In Profile Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18<br />
Call-in profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18<br />
Call-in profile reference card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18<br />
Example: the football coach . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19<br />
The superintendent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19<br />
All grade 9 students in the district. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19<br />
About Message Expiry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20<br />
About Call Times . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21<br />
About Email Times . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22<br />
About Message Priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23<br />
When to use what priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24<br />
Contact Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25<br />
Difference Between the Address Book and a Contact List . . . . . . . . . . . . . . . . . . . . . . . 26<br />
Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26<br />
Contact list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26<br />
The User Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28<br />
User types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28<br />
User properties. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28<br />
<strong>District</strong> administrators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29<br />
About Importing Contact Data from a File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30<br />
Do-Not-Call Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31<br />
Global Do-Not-Call list. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31<br />
<strong>School</strong>’s Do-Not-Call list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31<br />
Message Suppression . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32<br />
Types of messages that are restricted . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32<br />
About Cascade Calling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34<br />
Contact priorities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34<br />
How cascade calling works. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34<br />
A message is considered delivered when ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34<br />
If the message is not delivered ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35<br />
<strong><strong>School</strong>Connects</strong>Web Users’ Guide 1
Using <strong><strong>School</strong>Connects</strong>Web . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37<br />
Create a <strong>School</strong> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38<br />
Edit <strong>School</strong> Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40<br />
Change Your Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41<br />
Add a New User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43<br />
Delete an Existing User Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45<br />
Create an Announcement With Your Own Message . . . . . . . . . . . . . . . . . . . . . . . . . . .46<br />
Step 1: Identify the message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47<br />
Step 2: Schedule delivery of your message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48<br />
Step 3A: Record the message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49<br />
Record a message in your own voice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50<br />
Generate a message using Text to Speech . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51<br />
Step 3B: Create the email contents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53<br />
Step 4: Specify who to send the message to . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54<br />
Step 5: Review the Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56<br />
Choose Recipients from the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58<br />
Select the entire Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58<br />
Select all members of a grade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58<br />
Select individuals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59<br />
Choose Recipients from a Contact List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60<br />
Select an entire contact list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60<br />
Select a subset grouping from a contact list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60<br />
Select individuals from a contact list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61<br />
Obtain Recipients from an Import File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .62<br />
Create an Announcement Using a Canned Message . . . . . . . . . . . . . . . . . . . . . . . . . . .63<br />
Identify the message. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64<br />
Schedule delivery of your message. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65<br />
Create the email contents (if applicable). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . <strong>67</strong><br />
Specify who to send the message to . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68<br />
Step 5: Review the Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70<br />
Work with Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .72<br />
Suspend a message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72<br />
View the recipients for a message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72<br />
Add more recipients to a message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73<br />
Listen to a sample call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73<br />
Send a sample email . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74<br />
View the progress of a message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75<br />
Listen to call responses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77<br />
Reactivate a message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78<br />
Change message settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79<br />
Send a Message Again . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .80<br />
Send the same message again to the same recipients . . . . . . . . . . . . . . . . . . . . . . . 80<br />
Send a new message to the same recipients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81<br />
Create a Reusable Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82<br />
View the reusable message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82<br />
2 <strong><strong>School</strong>Connects</strong>Web Users’ Guide
Make a message reusable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83<br />
Reuse a Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84<br />
Create a Quick Attendance Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85<br />
If you import an absence file two or more times a day ... . . . . . . . . . . . . . . . . . . . 86<br />
Create a Contact List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88<br />
Modify a Contact List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95<br />
Manually add contacts to a contact list. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95<br />
Add to a contact list from the Address Book. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96<br />
Add to a contact list from an import file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96<br />
Delete a record from the contact list. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96<br />
Change the telephone number for a contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97<br />
Update the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98<br />
Import a new Address Book. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98<br />
Search for a student in the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99<br />
Manually add a student to the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100<br />
Delete a student from the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101<br />
Prevent Calls to a Student or Phone Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102<br />
Delete a record from the Do-Not-Call list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104<br />
Restrict Messaging for a <strong>School</strong> or <strong>District</strong> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105<br />
Change the restriction schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106<br />
Cancel the current restriction schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106<br />
<strong><strong>School</strong>Connects</strong> Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .109<br />
Create an Attendance Message Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110<br />
Attendance Message Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114<br />
Create a Canned Message Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115<br />
Canned Message Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118<br />
Create a File Specification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119<br />
Set Up a Call-In Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123<br />
<strong><strong>School</strong>Connects</strong> Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .131<br />
Available <strong><strong>School</strong>Connects</strong> Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132<br />
Status Used in Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134<br />
PIN Responses Used in Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135<br />
Viewing Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136<br />
Email a report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136<br />
View a report online . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139<br />
Request a Notification Task Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141<br />
Request an Export Call Responses Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143<br />
Request a Call-In Profile Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145<br />
Request a Report of Call-In Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146<br />
Schedule a Recurring Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147<br />
Retrieve Message History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149<br />
<strong><strong>School</strong>Connects</strong>Web Users’ Guide 3
<strong><strong>School</strong>Connects</strong> Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153<br />
Address Book Fields and What They Mean . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .154<br />
Primary Student (Household) Contact Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154<br />
Relative Contact Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155<br />
Address Book Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156<br />
What the Message Icons Mean . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .158<br />
Use <strong>School</strong> Announcement Settings Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .159<br />
User Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .160<br />
The Cascade Calling Feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .162<br />
Contact priorities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162<br />
How cascade calling works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162<br />
Cascade calling sequence. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163<br />
The Telemarketer Zapper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .164<br />
4 <strong><strong>School</strong>Connects</strong>Web Users’ Guide
<strong><strong>School</strong>Connects</strong> Basics<br />
The <strong><strong>School</strong>Connects</strong> TM software (“<strong><strong>School</strong>Connects</strong>”) is a parent notification system<br />
used primarily by schools and school districts to notify parents about student<br />
attendance and to communicate school announcements and emergency messages to<br />
parents and the school community.<br />
<strong><strong>School</strong>Connects</strong>Web is the primary interface for <strong><strong>School</strong>Connects</strong>. Most daily or<br />
occasional functions can be done through <strong><strong>School</strong>Connects</strong>Web, which means that<br />
users can access the system from any machine on the same network without having to<br />
install any software. <strong>School</strong> administrators can use <strong><strong>School</strong>Connects</strong>Web to send<br />
automated telephone messages to their entire school community or to selected grades,<br />
groups, or individuals. <strong>District</strong> administrators can use <strong><strong>School</strong>Connects</strong>Web to send<br />
automated messages to one or more schools, the entire district, or to selected<br />
individuals or groups.<br />
This chapter describes the basic <strong><strong>School</strong>Connects</strong> concepts and introduces the<br />
<strong><strong>School</strong>Connects</strong>Web user interface.<br />
Contents:<br />
• The <strong><strong>School</strong>Connects</strong>Web Window<br />
• <strong><strong>School</strong>Connects</strong> <strong>School</strong>s<br />
• The Address Book<br />
• Types of Messages<br />
• Attendance Messages<br />
• Announcements<br />
• Call-In Profile Messages<br />
• About Message Expiry<br />
• About Call Times<br />
• About Email Times<br />
• About Message Priority<br />
• Contact Lists<br />
• Difference Between the Address Book and a Contact List<br />
• The User Manager<br />
• About Importing Contact Data from a File<br />
• Do-Not-Call Lists<br />
• Message Suppression<br />
• About Cascade Calling<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 1
The <strong><strong>School</strong>Connects</strong>Web Window<br />
The <strong><strong>School</strong>Connects</strong>Web window is divided into two parts: The Navigation pane on<br />
the left and the work area on the right. The work area on the right shows the contents<br />
of the option selected in the Navigation pane. No matter what window you are working<br />
on in the work area, you can click on an item in the Navigation pane to go immediately<br />
to a different function.<br />
NOTE: If you do this without first saving your changes, you may lose any changes you<br />
have been working on.<br />
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The Navigation Pane<br />
The Navigation pane looks like this:<br />
Home<br />
Use this option to return to the view you saw when you first logged in.<br />
Change <strong>School</strong><br />
Available only to <strong>District</strong> users or administrators. Use this option to select a<br />
school or all schools to work with. After you make a selection, that selection is<br />
maintained until you make a new selection.<br />
Send Message<br />
Available only to users who have permissions to create a new message. Use this<br />
option to create a new announcement, emergency message, or attendance<br />
message, or to reuse a message.<br />
View Messages: Announcement<br />
Use this option to view all announcements in the system for the selected<br />
school(s) and date. To view announcements for a particular date, click the date<br />
in the calendar and click Announcement.<br />
View Messages: Emergency<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 3
Use this option to view all emergency messages in the system for the selected<br />
school(s) and date. To view emergency messages for a particular date, click the<br />
date in the calendar and click Emergency.<br />
View Messages: Attendance<br />
Use this option to view all attendance messages in the system for the selected<br />
school(s) and date. To view attendance messages for a particular date, click the<br />
date in the calendar and click Attendance.<br />
View Messages: Call-In Profile<br />
Use this option to view all announcements launched by calling in to the system<br />
for the selected school(s) and date. To view call-in profile messages for a<br />
particular date, click the date in the calendar and click Call-In Profile.<br />
View Messages: All Messages<br />
Use this option to view all messages in the system for the selected school(s) and<br />
date. To view all messages for a particular date, click the appropriate date in the<br />
calendar and click All Messages.<br />
Reports<br />
Use this option to request a custom report or to view message history for a phone<br />
number or student ID.<br />
Settings<br />
Use this option to suppress messages, or work with message templates, school<br />
properties, restriction schedule, user accounts, or other system settings.<br />
Manage Contacts<br />
Use this option to work with the Address Book, contact lists, or Do-Not-Call<br />
lists.<br />
Need Help?<br />
Use this option to access videos, frequently-asked questions (FAQs),<br />
documentation, and the Remote Support Portal.<br />
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<strong><strong>School</strong>Connects</strong> <strong>School</strong>s<br />
In <strong><strong>School</strong>Connects</strong>, the term school is just a label. A <strong><strong>School</strong>Connects</strong> school may<br />
represent an actual school, but it may also represent a virtual school. For example, in a<br />
district system, one school may be called “Staff” and may have an Address Book<br />
containing contact information for all staff members in the district.<br />
<strong>School</strong> properties<br />
Each school has its own properties. Each school can have its own Address Book and may<br />
have its own message templates, contact lists, and so on.<br />
The school code is the building code or location code for the school. This appears on any<br />
text files you import into the system.<br />
The name message is a recording of the school name. This recording is used in messages<br />
to identify the school that is calling. You can have this message recorded for you,<br />
keeping it in a consistent voice with the remainder of the message, or you can record<br />
your own message.<br />
The explanation message is used in attendance messages and is optional. It is used to<br />
allow each school to have a slightly different message. For example, a middle school<br />
may want to end an absence message with:<br />
“In future, please call our 24-hour attendance line and leave a message for the attendance<br />
secretary if you know the student will be absent that day.”<br />
But the high school may want to end an absence message with a much longer:<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 5
“You must send a written note explaining the reason for the absence on the student’s<br />
return to school. Please be aware that no credit will be given for a course if the student has<br />
more than 6 unexplained absences for that course.”<br />
You can have this message recorded for you, keeping it in a consistent voice with the<br />
remainder of the message, or you can record your own message.<br />
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The Address Book<br />
The Address Book contains contact information for people associated with the school<br />
or school district. At the minimum, the Address Book contains an entry for each<br />
student in a school. Because the Address Book is used to contact groups of people<br />
associated with the school, it may also contain a record for each of the staff members in<br />
the school, or other groups such as bus drivers.<br />
The student information in the Address Book is imported from the student<br />
information system periodically, sometimes even daily, to ensure that student records<br />
are up to date. The file used to import the data is called an import file. Records for<br />
people other than students can be added manually, but are typically added via an<br />
import file also.<br />
Student records are frequently viewed by grade, but can be viewed by home room,<br />
language, teacher, or custom fields. Within these groupings, student records can be<br />
sorted by home room, teacher, name, language, student ID, or custom fields. These<br />
groupings are provided to make it easy for you to send a message to a particular group<br />
of students. For example, if you want to send a reminder notice to all Grade 9 students,<br />
you can easily select that group.<br />
You can also search for a particular record in the Address Book by typing your search<br />
criteria in the field provided.When you locate a student in the Address Book, you see<br />
the following:<br />
Note the single-person and two-person icons to the left of the student’s name.<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 7
Clicking on the single-person icon allows you to see the student household contact<br />
data. Clicking on the two-person icon allows you to see any relative contact data<br />
defined for the student.<br />
The student household contact data<br />
The student household contact data contains the student properties, including name,<br />
ID, grade, home room, language, and other fields specific to the student. It also contains<br />
primary contact information (telephone and email), and secondary contact<br />
information, if applicable. It may also contain the household address, if used. It also<br />
includes two customizable fields available for use for fields such as bus route.<br />
The relative contact data<br />
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<strong><strong>School</strong>Connects</strong> Web Users’ Guide
Each relative record can contain contact information for a parent, guardian, or other<br />
relative of the student. It also includes the name, relationship, and priority.<br />
For an explanation of each field in the Address Book, see "Address Book Fields and<br />
What They Mean".<br />
RELATED LINKS:<br />
Update the Address Book<br />
Create a Contact List<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 9
Types of Messages<br />
<strong><strong>School</strong>Connects</strong> provides the following types of messages:<br />
• Attendance messages<br />
• Announcements<br />
• Emergency messages<br />
• Call-in profile messages<br />
Attendance messages notify parents when a student is absent for one or more periods<br />
or an entire day, or if a student is late.<br />
Announcements are generally messages sent to the entire school or a group of people.<br />
These messages may be ad-hoc, recorded in your own voice (or using the<br />
Text-to-Speech feature), or they may use one of many canned messages prepared for<br />
you that cover a variety of situations.<br />
Emergency messages are usually broadcast to the entire school population. These are<br />
usually messages that must be sent immediately, regardless of the time of day. An<br />
example is when the district notifies the community that a school is closed for the day<br />
due to severe weather. Emergency messages are sent with a higher priority than other<br />
announcements and may be routed to another calling system to be expedited.<br />
Call-in profile messages are messages that are launched from a telephone. The message<br />
is pre-configured so that the user only needs to record the message via the telephone<br />
before they launch the message.<br />
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Attendance Messages<br />
Attendance messages are those messages sent when a student is absent for one or more<br />
periods in a day or for an entire day, or when a student is late. The information used to<br />
send these messages comes from attendance records in the student information system.<br />
Attendance data is retrieved at least once a day from the student information system.<br />
Attendance messages are sent the day the student is absent at a predetermined time.<br />
An attendance message is specific to the student’s case: If the student misses a single<br />
period, the message indicates what period was missed. If the student is absent for an<br />
entire day, the message indicates that.<br />
The attendance message is highly customizable. The Default Period Absence message<br />
sounds something like the following.<br />
When played to a person:<br />
“ calling, please hold. This is a message from . A student<br />
in your household in grade named was absent in period . Please call the school at to provide an explanation. To listen to this message again, press 1."<br />
When played to a machine:<br />
“This is a message from . A student in your household in grade <br />
named was absent in period . Please call the school at to provide an explanation."<br />
The message is always placed twice to an answering machine, in case the first part of the<br />
message is cut off.<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 11
Announcements<br />
An announcement is a message that you send to the general student population or to a<br />
distribution list. A typical announcement to the general population might be that<br />
report cards will be ready to be picked up on a particular date. A typical announcement<br />
to a distribution list might be to announce a change of time for the football practice.<br />
There are multiple ways to create an announcement. You can:<br />
• Record a message in your own voice.<br />
• Record a message by writing the message text and converting it to a speech file<br />
that uses a computer-generated voice.<br />
• Use a canned message, which is prerecorded in the same voice as the<br />
<strong><strong>School</strong>Connects</strong> attendance messages (in English only).<br />
• Send email messages whether or not you also deliver the messages by telephone.<br />
You can include email attachments that are exactly the same for every student,<br />
such as newsletters, forms, notices, and so on. You cannot email items such as<br />
Report cards, which are different for each student.<br />
Announcements are delivered within the times you specify, but not before 7:30 a.m.<br />
and not later than 9:00 p.m. If other messages are being sent to the same household,<br />
they are combined into one telephone call. You can use an announcement for any<br />
message you create yourself that does not need to go out outside of the regular<br />
announcement hours or does not need to take priority over all other calls.<br />
There are some special types of announcements:<br />
• Emergency announcements have a higher priority and a broader range of calling<br />
times.<br />
• Canned messages are announcements where the message is prerecorded for you.<br />
<strong><strong>School</strong>Connects</strong> comes with several stock (out of the box) messages. Some of<br />
these deliver customized messages to each of the recipients, such as the<br />
outstanding items message.<br />
NOTE: The Announcement option is available only to users who have permission to<br />
record messages. If you do not see Announcement in the Send Message window, you do<br />
not have permission. If you need this access, please contact your district administrator.<br />
About Emergency messages<br />
An Emergency message is a message that you record yourself and send to a group of<br />
recipients. Each Emergency message is unique and is usually used only once. A typical<br />
Emergency message might be that a particular bus route is delayed or cancelled. You<br />
use an Emergency message when it must go out immediately. If a message must be<br />
delivered outside normal calling times, you must also use Emergency.<br />
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<strong><strong>School</strong>Connects</strong> Web Users’ Guide
NOTE: Emergency messages take priority over all other calls, so be careful when sending<br />
one.<br />
• Emergency messages are not combined with any other messages scheduled for<br />
delivery at the same time.<br />
• No other calls are delivered until the Emergency call delivery is complete.<br />
• Emergency priority calls can be delivered 24 hours a day. They are sent out at any<br />
hour of day or night if you set them to go out at those times. You can use the<br />
Emergency feature to send calls during prime-time hours, such as 6 p.m. to 9<br />
p.m. if you need your message to take priority over any other calls that may be set<br />
to deliver during this time. NOTE: Sending an Emergency call at the same time as<br />
Attendance calls may prevent the Attendance calls from being delivered.<br />
• By default, Emergency messages require the call recipient to press 2 to confirm<br />
receipt, otherwise the system calls back. You can disable this option.<br />
CAUTION: Do not use Emergency messages in a life or death situation: Dire situations<br />
should be handled directly by a person.<br />
The Emergency option is available only to users who have permission to send<br />
Emergency messages. If you do not see Emergency, you do not have permission. If you<br />
need this access, please contact your district administrator.<br />
About canned messages<br />
A canned message is an announcement created in a prerecorded voice. Stock messages<br />
come with the <strong><strong>School</strong>Connects</strong> system. In addition, you may have some custom canned<br />
messages created for you. A canned message is recorded in the same voice as<br />
attendance messages, in English only. A canned message allows you to quickly send a<br />
message to any group of people without recording anything.<br />
Canned messages are delivered within the times you specify, but not before 7:30 a.m.<br />
and not later than 9:00 p.m. If other messages are sent to the same household, they are<br />
combined into one telephone call.<br />
Canned messages allow you to assemble a message from rerecorded phrases. When<br />
creating an announcement from a canned message, you choose from the list of Stock<br />
messages available. For some messages, you select values for variables, such as dollar<br />
amounts, dates, and times when you create the message. For some Stock messages, you<br />
use an import file (such as a spreadsheet or text file) that contains a list of students and<br />
their associated dollar amounts (such as outstanding lunch balances).<br />
If you need a canned message that does not yet exist, you can request one from your<br />
Synrevoice representative. It is created for you as part of our service.<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 13
Call-In Profile Messages<br />
You can call in to <strong><strong>School</strong>Connects</strong> to send messages when you do not have access to a<br />
computer. You may want to send a message in this manner if you need to send an<br />
early-morning message regarding a school closure due to inclement weather. You want<br />
this kind of message to go out before you arrive at the school or district office. Another<br />
example would be if the football coach wants to notify parents that the team will be 45<br />
minutes later arriving home than scheduled.<br />
You can send this type of message provided you have a numeric user ID (so you can<br />
enter the user ID and password from a telephone keypad) and provided that you first<br />
create a profile for the message you want to send.<br />
Calls always start today, at the time specified in the profile.<br />
Call-in profiles<br />
Call-in profiles are used to define the details of an announcement so that you only need<br />
to record the actual message when you call in to the system. The call-in profile defines<br />
the telephone numbers to be called and the hours at which the calls can be sent.<br />
Let us suppose that the Vice Principal has a call-in profile with a contact list of school<br />
staff plus the school Address Book. The Vice Principal can launch a message from<br />
anywhere to both staff and students at the same time. You can also create a call-in<br />
profile for all schools and all staff, one just for all grade 9 students in the district, and so<br />
on. There is no limit to the number of call-in profiles you can create.<br />
A call-in profile must be assigned to at least one user, but it can be assigned to more<br />
than one. Each call-in profile user must have a numeric user ID and numeric password<br />
to launch calls this way. This enables the users to log in from a telephone.<br />
A user ID with permission to launch a call-in message does not require any other<br />
permissions in <strong><strong>School</strong>Connects</strong>. Even if every permission is set to No, the user can<br />
launch calls by calling in. However, to not require separate accounts for using<br />
<strong><strong>School</strong>Connects</strong>Web and for launching calls by telephone, you may just want to<br />
provide all users with a single numeric user ID and password.<br />
Call-in profile reference card<br />
For each call-in profile, <strong><strong>School</strong>Connects</strong> automatically generates a reference card that<br />
you can print for the people using the call-in profile to keep in their wallets. The<br />
reference card should include the telephone number to call, the user ID and the profile<br />
ID. The same user account can have multiple call-in profiles. For example, the music<br />
director could have a call-in profile containing all music students, one for senior band,<br />
one for choir, and so on. If one user has several call-in profiles, it is recommended that<br />
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<strong><strong>School</strong>Connects</strong> Web Users’ Guide
you combine all instructions for one user into one reference card that includes all<br />
call-in profiles available to that user.<br />
Example: the football coach<br />
1) Create a call-in profile for the football coach. Select only the contact list called<br />
“Football team”.<br />
2) When the football team goes to another town on Saturday for a game, the coach<br />
can use a pay telephone, cell phone, or any other telephone to call in to the<br />
system, log in and enter the call-in profile ID, and record a message saying the<br />
team arrived safely. The message is sent immediately, no matter what time of day<br />
or night.<br />
3) When the team is on the way home, and the coach can reasonably estimate their<br />
arrival time at the school, he can call in again, use the same login and call-in<br />
profile ID, and record another message giving parents the estimated arrival time<br />
so they can be at the school to pick up their kids.<br />
The superintendent<br />
1) In a district system, create a user account for the superintendent.<br />
2) Create a call-in profile that includes all schools and all Address Books, using the<br />
Default Announcement Settings, with several days to complete the calls.<br />
3) Name the call-in profile “All <strong>School</strong>s Announcement”<br />
4) When the superintendent wants to send an announcement to all households in<br />
the district, he or she simply calls in to the system at his or her convenience,<br />
enters the All <strong>School</strong>s call-in profile ID, and records the message.<br />
All grade 9 students in the district<br />
1) Create a call-in profile where all school Address Books in the district are selected,<br />
but select the Grade 9 subset.<br />
2) Name the call-in profile “All Grade Nines in the <strong>District</strong>”.<br />
3) When you need to send a message about something that affects all ninth-grade<br />
students, call in, enter the profile ID and record your message.<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 15
About Message Expiry<br />
When you create an announcement, you specify a date and time when the message is<br />
to start going out. You also set a date for the message to expire. You either set this<br />
explicitly, or you use the default expiry date from your template.<br />
The expiry date is the date at which the system stops trying to deliver the message. The<br />
expiry date may occur after the system has completed making all calls, it may occur<br />
while the system is still trying to contact people who did not answer their telephones on<br />
the first try, or it may occur after only some of the people have been contacted.<br />
Ideally, the expiry date is set to a value that makes sense for the system you are using: If<br />
you are using <strong><strong>School</strong>Connects</strong> on a hosted service, it may take only a couple of hours<br />
to reach everyone in your school or district. If you are using <strong><strong>School</strong>Connects</strong> on a local<br />
system with only a few telephone lines, it may take multiple days to reach everyone. You<br />
need to consider how many calls you are making and how you are making them when<br />
setting the expiry date for a message.<br />
You also need to consider what makes sense for the expiry date. For example, if you are<br />
sending an early morning message announcing a school closure due to inclement<br />
weather, it usually does not make sense to send the message over 2 or 3 days.<br />
Regardless of the circumstances, if the system is still calling when the expiry date<br />
arrives, it stops calling that message.<br />
When calling over two or more days, the system does not repeat calls to the same<br />
telephone number once the message is delivered to that telephone number.<br />
When a message expires, its status is set to Expired.<br />
RELATED LINKS:<br />
Create an Announcement With Your Own Message<br />
Create an Announcement Using a Canned Message<br />
Choose Recipients from the Address Book<br />
Choose Recipients from a Contact List<br />
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About Call Times<br />
When you create a message to be delivered by telephone, you specify the call times: The<br />
time to start calling, and the time to stop calling.<br />
Usually, these times are set in the template you are using, and you may not need to<br />
change the times. However, it is important to check what they are, especially if you are<br />
sending out a message on or near a weekend.<br />
There are two sets of call times for a message:<br />
• Weekday call times<br />
• Weekend call times<br />
The weekday call times identify the period of time Monday through Friday that you<br />
determine is the optimal time to call parents. This time period varies depending on the<br />
urgency of the message. If this is an announcement, and it is not critical to contact a<br />
person directly (e.g. it is reasonable to leave a message on an answering machine), you<br />
could choose to start calling at noon, and stop calling at 9 p.m. If this is an emergency<br />
notification about a school closure, you may want to start calling at 6:30 a.m. to ensure<br />
everyone gets the message before leaving for school.<br />
If the message delivery dates span both weekdays and weekends, both sets of call times<br />
are used. For example, if you send a message on a Friday morning, and the message is<br />
set to expire four days later, any calls made on the second day are made during the<br />
weekend call times. If those values are not set in the template, it is possible to send a<br />
message very early on a Saturday morning, without really intending to do so.<br />
RELATED LINKS:<br />
Create an Announcement With Your Own Message<br />
Create an Announcement Using a Canned Message<br />
Choose Recipients from the Address Book<br />
Choose Recipients from a Contact List<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 17
About Email Times<br />
When you create a message to be delivered by email, you specify the email times: The<br />
time to start sending emails, and the time to stop sending them if they have not all been<br />
sent.<br />
Usually, these times are set in the template you are using, and you may not need to<br />
change the times. Because emails are not as disruptive as telephone calls, it is not as<br />
critical to control when the emails are sent. However, if you are sending emails with<br />
attachments, you need to ensure you allow sufficient time to send them. If you are<br />
sending out a message on or near a weekend, you should review the times allotted for<br />
sending the message.<br />
There are two sets of email times for a message:<br />
• Weekday email times<br />
• Weekend email times<br />
The weekday email times identify the period of time Monday through Friday that you<br />
determine is the optimal time to email parents.<br />
The weekend email times identify the period of time Saturday and Sunday that you<br />
determine is the optimal time to email parents on the weekend.<br />
NOTE: Weekend times do not apply on holidays associated with a long weekend: A<br />
holiday Monday, for example, is viewed by the system as a weekday.<br />
If the message delivery dates span both weekdays and weekends, both sets of email<br />
times are used. For example, if you send a message on a Friday morning, and the<br />
message is set to expire four days later, any emails sent on the second day are sent using<br />
weekend call times.<br />
RELATED LINKS:<br />
Create an Announcement With Your Own Message<br />
Create an Announcement Using a Canned Message<br />
Choose Recipients from the Address Book<br />
Choose Recipients from a Contact List<br />
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About Message Priority<br />
Message priority determines the order in which messages are delivered.<br />
The following priorities are available:<br />
• Low<br />
• Medium<br />
• High<br />
• Emergency<br />
Low priority does not mean your message is unimportant. It simply means that other<br />
messages may take priority over this message. This is the default priority for an<br />
Announcement.<br />
Medium priority is seldom used.<br />
High priority is the highest priority available to a user who does not have Emergency<br />
permission. Attendance messages are usually high priority because it is important for<br />
them to be delivered in a single day. A high-priority message preempts a low-priority<br />
message. If multiple messages are combined, generally the higher priority message is<br />
delivered before the lower-priority message.<br />
Emergency priority is the highest priority available on the system. When you create an<br />
Emergency message, the priority is automatically set to Emergency, which cannot be<br />
changed. An emergency-priority message takes over the system until all of the<br />
Emergency calls are made. Emergency-priority calls are not combined with other calls.<br />
If you are using the <strong><strong>School</strong>Connects</strong> hosted service, emergency-priority messages that<br />
cannot complete in half an hour due to high system usage are routed to a separate<br />
overflow system to provide additional calling capacity.<br />
Message templates have a default priority set, which is usually appropriate for the type<br />
of message. For example, an announcement is generally a low-priority message,<br />
whereas an emergency message is generally a high-priority message. It is important to<br />
use the appropriate priority.<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 19
When to use what priority<br />
Use this priority ... When ..<br />
Low • You are sending an announcement<br />
regarding an upcoming event<br />
• You are sending an announcement<br />
regarding an event that is happening<br />
today, and you are sending the message in<br />
the middle of the day when system usage<br />
is normally low (you do not want this<br />
message to potentially compete with a<br />
real emergency)<br />
High • You are sending attendance messages<br />
• You are sending a message that must be<br />
delivered today, but it can be sent during<br />
regular calling times e.g. early afternoon<br />
Emergency • You are sending a message that must go<br />
out outside the regular calling times e.g.<br />
before 7:30 a.m.<br />
• You are sending a message that must<br />
preempt any other messages<br />
• Do not use Emergency for a test call<br />
RELATED LINKS:<br />
Create an Announcement With Your Own Message<br />
Create an Announcement Using a Canned Message<br />
Choose Recipients from the Address Book<br />
Choose Recipients from a Contact List<br />
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Contact Lists<br />
Do you have a group of people to whom you want to send messages on a regular basis,<br />
such as the Parent-Teacher Council, football team, or drama club participants?<br />
<strong><strong>School</strong>Connects</strong> helps you create contact lists of these groups to make it easy to send<br />
them messages.<br />
A contact list does not typically store student data if it includes students: It is actually a<br />
list of pointers to the Address Book. This allows you to keep your contact information<br />
in a contact list current, since the data in the Address Book is usually updated<br />
periodically.<br />
When you want to include people in a contact list that do not exist in your Address<br />
Book (for example, you want to include a parent volunteer in a list), you can add that<br />
person manually to the contact list. Be aware, though, that any time their contact<br />
information changes, you must manually edit their information in the contact list.<br />
RELATED LINKS:<br />
Update the Address Book<br />
Create a Contact List<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 21
Difference Between the Address Book and a Contact List<br />
It is helpful to understand the difference between the Address Book and a contact list,<br />
so you know when to select each one for sending messages.<br />
Address Book<br />
The Address Book usually contains a list of the student population, and is populated<br />
from a student information system. Most Address Books are organized by grade, and<br />
each student in the Address Book has a unique student ID.<br />
The Address Book is updated periodically. In many cases, it is updated automatically<br />
on a nightly basis. Therefore, all student information is up to date in the Address Book.<br />
The list of students in the Address Book changes as frequently as the Address Book is<br />
updated. Contact information for students may be updated in the student information<br />
system on an ongoing basis. Each time the Address Book is updated, changed student<br />
information is updated, new students are added, and students who have left the school<br />
are removed from the Address Book.<br />
When you want to send a message to the entire student population, or to a subset of the<br />
population, such as the grade 9s, you use the Address Book.<br />
Contact list<br />
A contact list is a fixed, finite list of contacts. A contact list may be a list of students, or<br />
it may be a list of staff, parent volunteers, coaches, bus drivers, and so on. A contact list<br />
may also comprise both students, staff, and parent volunteers.<br />
There are several ways to create contact lists:<br />
• Contact lists can be created by importing data from files or spreadsheets, where<br />
someone has compiled a list of people and their telephone numbers.<br />
• When all members of the contact list are members of the student population, the<br />
contact list may be created by selecting students from the Address Book. This<br />
contact list consists of pointers to the contact information in the Address Book.<br />
No telephone numbers are actually stored within the contact list itself. This<br />
ensures that the contact information in the contact list is kept up to date.<br />
• A contact list may be created by entering records manually, one at a time. You<br />
can also use this technique to add individuals to a contact list. However, if the<br />
individual is in the Address Book, it is better to add them to the list using the<br />
Address Book as the source.<br />
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When you want to send multiple messages to a group of people not part of the student<br />
population, or to a sports team or participants in an after-school activity such as this<br />
year’s school play, you use a contact list to do so.<br />
RELATED LINKS:<br />
Update the Address Book<br />
Create a Contact List<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 23
The User Manager<br />
You use the User Manager to work with <strong><strong>School</strong>Connects</strong> user accounts. You access the<br />
User Manager by clicking Settings and then clicking Manage User Accounts.<br />
Typically, there are functions that are performed at the district level and functions that<br />
are performed at the school level. For example, in some districts, attendance messages<br />
are handled by the district and all other announcements are handled by individual<br />
schools.<br />
<strong><strong>School</strong>Connects</strong> provides permissions for most system objects and functions. These<br />
permissions determine what functions a user can perform.<br />
User types<br />
There are four types of <strong><strong>School</strong>Connects</strong> user accounts:<br />
• <strong>District</strong> administrator—The <strong>District</strong> administrator has full rights to everything<br />
including System Settings, can create schools and can create users for any school.<br />
• <strong>School</strong> administrator—The <strong>School</strong> administrator has full rights only to his or her<br />
school and can create <strong>School</strong> users.<br />
• <strong>District</strong> user—A <strong>District</strong> user can send high-priority messages, update the<br />
Address Book, and create contact lists. A <strong>District</strong> user cannot create other users<br />
or schools.<br />
• <strong>School</strong> user—A <strong>School</strong> user can, by default, send low-priority messages, update<br />
the Address Book, and create contact lists. A <strong>School</strong> user should have<br />
permissions to import a file, but can be given permission to as many functions as<br />
the <strong>School</strong> administrator allows.<br />
User properties<br />
User properties include the full name of the user, the user’s password, the type of user<br />
account, the user’s email address if they are to receive reports, and their permissions.<br />
Each user has permissions assigned to them. These permissions determine what<br />
functions the user can perform. Each user type has a default set of permissions<br />
associated with it. However, the defaults can be overridden when the user is created. By<br />
default, a <strong>District</strong> administrator has permission to everything and a school user has the<br />
least permission.<br />
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<strong>District</strong> administrators<br />
When you log in as a <strong>District</strong> administrator, you have access to certain functions that<br />
are not available to a <strong>School</strong> administrator or <strong>School</strong> user. These include the ability to:<br />
• Create new schools or modify school properties.<br />
• Create district-level users.<br />
• Add telephone numbers or student ID numbers to a global Do-Not-Call list.<br />
These telephone numbers are excluded from all calls made, system wide. (<strong>School</strong><br />
users can add telephone numbers or student ID numbers to the Do-Not-Call list<br />
for their own school; these telephone numbers are not excluded from calls made<br />
for other schools.)<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 25
About Importing Contact Data from a File<br />
You can import contact data, such as student information exported from your student<br />
information system, staff contact information from a spreadsheet, parent volunteer<br />
information from a text file, and so on. These data can be imported into<br />
<strong><strong>School</strong>Connects</strong> into your Address Book, or as a contact list, or simply as a one-time<br />
import to send a message.<br />
<strong><strong>School</strong>Connects</strong> supports importing data from the following kinds of files:<br />
• Excel spreadsheets (2003, XP, 2000, 97 or 95)<br />
• Comma-separated (.csv) files with one record per line<br />
• Formatted text files<br />
Before contact data can be imported from any file, you need to tell <strong><strong>School</strong>Connects</strong> how<br />
to interpret the file. This is done by creating a file specification. The file specification<br />
maps each position in your import file to a field in the Address Book, or equivalent<br />
fields in a contact list.<br />
RELATED LINKS:<br />
Create a File Specification<br />
Obtain Recipients from an Import File<br />
Update the Address Book<br />
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Do-Not-Call Lists<br />
A Do-Not-Call list is a list of telephone numbers and students you do not want the<br />
system to call. For example, you may want to add students who are over 18, students<br />
who have been suspended or expelled but the paperwork has not yet gone through so<br />
they still appear to have unauthorized absences, or other students in special<br />
circumstances.<br />
The Do-Not-Call list can also contain telephone numbers of households or businesses<br />
that received calls in error. This prevents <strong><strong>School</strong>Connects</strong> from calling those numbers<br />
again.<br />
There are two types of Do-Not-Call lists:<br />
• A global list, for the entire district<br />
• <strong>School</strong> lists<br />
Global Do-Not-Call list<br />
The global list contains numbers that <strong><strong>School</strong>Connects</strong> should never call, such as 911 or<br />
the operator. It can also contain numbers of households with students in multiple<br />
schools, that do not want to be contacted by any school in the district.<br />
NOTE: If you specify a student ID in the global list, no telephone calls are made to that<br />
student’s telephone number from any school in the district. To prevent calls about an<br />
individual student, enter the student ID in the school’s Do-Not-Call list.<br />
<strong>School</strong>’s Do-Not-Call list<br />
A Do-Not-Call list for a school is used to prevent calls regarding individual students, or<br />
to individual households, and should be updated annually.<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 27
Message Suppression<br />
The administrator may not want messages sent on a particular day, perhaps just<br />
because the attendance secretary is away or perhaps because of traumatic events such<br />
as the death of a student, a bomb threat, terrible accident, and so on. A restriction<br />
schedule allows the administrator to quickly specify the dates and types of messages that<br />
they want to suppress.<br />
NOTE: If attendance messages are sent out automatically, a notification restriction is the<br />
recommended way to stop sending attendance messages on a particular day.<br />
The Restriction schedule allows you to do the following:<br />
• Stop current or future messages from being sent<br />
• Specify a start and end date to stop current or future messages from being sent<br />
• Choose to block just calls, just emails, or both for the duration specified<br />
• Choose to suppress just Attendance messages, just announcements, just<br />
Emergency messages, or any combination<br />
The system only restricts messages during the period between the Restriction Start Date<br />
and End Date.<br />
Whether you create a restriction schedule before you create a message, or create a<br />
message before creating the restriction schedule, the system restricts the message.<br />
Types of messages that are restricted<br />
When you create a restriction schedule, you select the types of messages to restrict. You<br />
can select one type of message, or multiple types of messages.<br />
If you select ... The behavior is ...<br />
Attendance Message<br />
Announcement<br />
Emergency Message<br />
Call Only<br />
Email Only<br />
The system restricts only the Attendance<br />
messages but does not restrict any<br />
announcements or Emergency messages.<br />
The system restricts announcements.<br />
The system restricts only Emergency<br />
messages.<br />
The system restricts only telephone calls.<br />
Emails are still sent.<br />
The system restricts only emails. Calls are<br />
still sent.<br />
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If you select ... The behavior is ...<br />
Call and Email<br />
The system restricts both calls and emails.<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 29
About Cascade Calling<br />
When setting up any message, you can deliver the message to all selected telephone<br />
numbers, or you can cascade the contacts. Cascade calling allows you to try multiple<br />
numbers for a student, but stop calling when the message is delivered to a person, or all<br />
highest priority contacts (priority 01).<br />
Without cascade calling, it is possible to call many numbers per student, and parents<br />
can receive the same message on several different telephones.<br />
With cascade calling, <strong><strong>School</strong>Connects</strong> calls all priority 01 numbers, but stops calling<br />
when all priority 01 contacts have been reached, or the allocated calling time expires,<br />
whichever happens first.<br />
Contact priorities<br />
To use cascade calling most effectively, it is important to understand how contact<br />
priorities work. You can assign priorities from 01 to 99 to all contacts in the Address<br />
Book, where 01 is the highest priority, and 99 is the lowest.<br />
The student household record in the Address Book is always considered priority 01.<br />
This record contains a primary telephone number (home) and up to two secondary<br />
telephone numbers (mobile and alternate).<br />
Each student can have multiple contacts (relatives). Each relative can have up to three<br />
telephone numbers. You can assign priorities to contacts, either individually, record by<br />
record, or globally based on the relative code.<br />
How cascade calling works<br />
When you choose cascade calling, <strong><strong>School</strong>Connects</strong> delivers the message to all contacts<br />
marked with priority 01. In addition, <strong><strong>School</strong>Connects</strong> also attempts to call all selected<br />
numbers marked priority 02 - 99 until it delivers the message to a number. When the<br />
call is delivered to any telephone number, any additional priority 02 - 99 numbers are<br />
marked Cascade Completed. No further attempts are made to contact non-priority 01<br />
numbers. However, <strong><strong>School</strong>Connects</strong> continues to call priority 01 contacts until the<br />
message is delivered to all of them.<br />
A message is considered delivered when ...<br />
When you use cascade calling, you also decide when the message is to be considered<br />
delivered. Delivered can mean delivered to a person or answering machine, or you can<br />
require that the recipient press a key to confirm receipt of the message to confirm that<br />
it was delivered. If you call the student home number and leave a message on the<br />
answering machine, is that sufficient for your purposes? If not, do you want the system<br />
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to keep calling other numbers until someone actually presses a key to verify that they<br />
received the call?<br />
If the message is not delivered ...<br />
If the message is not considered delivered by the criteria you set, should<br />
<strong><strong>School</strong>Connects</strong> continue trying to call that number?<br />
<strong><strong>School</strong>Connects</strong> first tries all the other numbers for a student. But if <strong><strong>School</strong>Connects</strong><br />
delivered the message to a machine, you need to decide if you want it to retry the<br />
number if it has not successfully reached a person at the other telephone numbers.<br />
If you do choose to have <strong><strong>School</strong>Connects</strong> retry numbers where nobody pressed a key<br />
to confirm receipt, you must specify the number of times it should try to call and the<br />
number of minutes to wait between retries.<br />
RELATED LINKS:<br />
Create an Announcement With Your Own Message<br />
Create an Announcement Using a Canned Message<br />
Choose Recipients from the Address Book<br />
Choose Recipients from a Contact List<br />
The Cascade Calling Feature<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 31
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Using <strong><strong>School</strong>Connects</strong>Web<br />
This section contains instructions for most of the procedures you perform periodically<br />
in <strong><strong>School</strong>Connects</strong>.<br />
Contents:<br />
• Create a <strong>School</strong><br />
• Edit <strong>School</strong> Properties<br />
• Change Your Password<br />
• Add a New User<br />
• Delete an Existing User Account<br />
• Create an Announcement With Your Own Message<br />
• Choose Recipients from the Address Book<br />
• Choose Recipients from a Contact List<br />
• Obtain Recipients from an Import File<br />
• Create an Announcement Using a Canned Message<br />
• Work with Messages<br />
• Send a Message Again<br />
• Create a Reusable Message<br />
• Reuse a Message<br />
• Create a Quick Attendance Message<br />
• Create a Contact List<br />
• Modify a Contact List<br />
• Update the Address Book<br />
• Prevent Calls to a Student or Phone Number<br />
• Restrict Messaging for a <strong>School</strong> or <strong>District</strong><br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 33
Create a <strong>School</strong><br />
BEFORE STARTING THIS TASK:<br />
You must be logged in to <strong><strong>School</strong>Connects</strong> as a <strong>District</strong> administrator to perform this<br />
procedure.<br />
STEPS<br />
1. Ensure all schools are selected. If not, in the Navigation pane, click Change<br />
<strong>School</strong>. From the list of schools in the work space, select All <strong>School</strong>s.<br />
2. In the Navigation pane, click Settings.<br />
3. Expand Manage <strong>School</strong> Properties and click <strong>School</strong> Properties.<br />
The list of schools appears.<br />
4. Click New. The Add <strong>School</strong> window appears.<br />
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5. On the General tab, fill in the <strong>School</strong> Code and <strong>School</strong> Name fields.<br />
<strong>School</strong> Code is the building code or location code that appears on any text files<br />
you import into the system. After you create a school, you cannot change the<br />
school code, so be careful to use the correct code.<br />
6. Ensure you have a recording for Name Message.<br />
You can have this message recorded for you, keeping it in a consistent voice<br />
with the remainder of the message, or you can record your own message,<br />
either in your own voice, or using Text to Speech.<br />
The Name message is used to identify the school that is calling, and is typically<br />
played at the beginning of a message.<br />
7. Optional: Obtain a recording for Explanation Message.<br />
You can have this message recorded for you, keeping it in a consistent voice<br />
with the remainder of the message, or you can record your own message, in<br />
your own voice, or using Text to Speech.<br />
The Explanation message is sometimes used in attendance messages to allow<br />
each school to have a slightly different message.<br />
8. In the Email To field, enter the email addresses of school administrators who<br />
are to receive Notification Task reports. You can enter multiple email<br />
addresses separated by a semi-colon.<br />
9. In the Phone Number field, enter the main school telephone number. This<br />
number may be referred to in telephone and email messages sent to parents.<br />
10. Click Save.<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 35
Edit <strong>School</strong> Properties<br />
<strong>School</strong> properties contain the information about the school that is used in messages,<br />
such as the recording of the school name, and how parents are to provide an<br />
explanation for their child’s absence. The school properties also include the email<br />
address where copies of school reports are sent, and the telephone number to display<br />
for the caller ID when calls go out. These values are typically set by the <strong>District</strong><br />
administrator.<br />
STEPS<br />
1. To modify any information for a school, in the Navigation pane, click Settings.<br />
2. Hover over Manage <strong>School</strong> Properties and click <strong>School</strong> Properties.<br />
The list of schools appears.<br />
3. Click on the <strong>School</strong> icon next to the school you want to modify.<br />
The Edit <strong>School</strong> Properties window appears.<br />
4. You can record a new Name Message or Explanation Message, change the<br />
email addresses configured, or edit the contact information. You cannot<br />
change the school code.<br />
5. Click Save to save your changes.<br />
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Change Your Password<br />
STEPS<br />
1. In the Navigation pane, click Settings.<br />
2. Hover over Manage User Accounts and click Users and Administrators.<br />
The User Manager window for your school appears.<br />
3. Expand the list of users in the school by clicking the plus (+) sign next to the<br />
school name.<br />
4. Click on the person icon beside your own user account.<br />
The Edit User Properties window appears.<br />
5. In the Password field, type the new password.<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 37
6. In the Confirm Password field, type the new password again.<br />
7. Click Save.<br />
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Add a New User<br />
If you are a <strong>School</strong> administrator, you can create a new user account for your school. If<br />
you are a <strong>District</strong> administrator, you can create a new user account for any school.<br />
STEPS<br />
1. On the Navigation pane, click Settings.<br />
2. Hover over Manage User Accounts and click Users and Administrators.<br />
The User Manager window for your school appears.<br />
3. Click New.<br />
The Create a new user account and assign permissions window appears.<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 39
4. Fill in the user ID, name, and password, and select the user type from the<br />
drop-down list.<br />
<strong>School</strong> administrators and <strong>School</strong> users must be assigned to a school.<br />
NOTE: You can only assign one school per user.<br />
5. In the Email Address to Send Reports To field, if this user should message<br />
status reports, enter the user’s email address. If the user has the appropriate<br />
permissions, the user automatically receives reports for all messages.<br />
6. Click the Permissions tab to assign permissions to this user.<br />
You can define the types of objects users can access and change. You can also<br />
choose which types of reports the user should receive.<br />
7. Click Save.<br />
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Delete an Existing User Account<br />
If you are a <strong>School</strong> administrator, you can delete users that have been set up for your<br />
school. Be careful not to delete all users.<br />
STEPS<br />
1. On the Navigation pane, click Settings.<br />
2. Hover over Manage User Accounts and click Users and Administrators.<br />
The User Manager window for your school appears.<br />
3. Expand the list of users for the school by clicking the plus (+) sign next to the<br />
school name.<br />
4. Select the user you want to delete by checking the box next to the user ID.<br />
5. Click Delete.<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 41
Create an Announcement With Your Own Message<br />
When you create an announcement, you have the option to create your own message<br />
for the announcement or to use an existing canned or pre-recorded message. If none of<br />
the canned messages meets your needs, or if you are creating a unique, one-time<br />
message, create your own message.<br />
STEPS<br />
1. In the Navigation pane, click Send Message.<br />
The Send a Message window appears.<br />
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2. Click Announcement: Create Your Own Message.<br />
The Create Announcement Wizard begins.<br />
RELATED LINKS:<br />
About Call Times<br />
About Email Times<br />
About Message Expiry<br />
About Message Priority<br />
About Cascade Calling<br />
Step 1: Identify the message<br />
STEPS<br />
1. Select the school to send the message to.<br />
If you are logged in as a school user, your school is selected automatically.<br />
If you are logged in as a district user, you can select a single school, or you can<br />
select all schools in the district.<br />
NOTE: If you selected a school to work with before creating this message, that<br />
school is selected for sending this message. If you want to send the message to the<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 43
STEPS<br />
1. Select the type of message you want to send: Call, email, or both call and<br />
email.<br />
To send emails to parents who have email addresses, and only call those<br />
parents who do not have an email address, or vice versa, click More to see<br />
additional options.<br />
2. Usually, you leave the priority at the default for this type of message.<br />
3. Select the date you want the message to start going out. The default is the<br />
date selected on the calendar, which is today’s date, unless you previously<br />
selected a different date.<br />
4. Select the date you want the message to expire if it has not been delivered to<br />
all recipients. In most cases, you can just leave the default date. Make sure you<br />
allow enough time for all of the calls to be made.<br />
5. If you are calling, specify the time you want the calls to start. Otherwise, skip<br />
to Step 7. If your calls will continue into the weekend, be sure to specify<br />
weekend start times also.<br />
TIP: If your call is to go out immediately, you may want to allow yourself an extra<br />
15 minutes to double-check your message or to make last-minute changes.<br />
6. Specify the time you want the calls to stop for the night, even if the calls have<br />
not been completed.<br />
Generally, your template limits calling times to those deemed reasonable for<br />
this type of message.<br />
If the calls have not completed when the stop time arrives, the system starts<br />
calling the next day during the call times specified for that day, if you allowed<br />
additional days for calling.<br />
NOTE: If you specified multiple days to allow the calls to complete, and it is possible<br />
that calls will continue over the weekend, be sure to specify the weekend calling<br />
times. You do not want to be calling parents early on a weekend morning.<br />
7. If you are sending emails, specify the time you want the emails to start and<br />
end.<br />
8. Click Next. If you are calling, the Recording Center appears. If you are not<br />
calling, the Create Message window appears.<br />
Step 3A: Record the message<br />
If this message is not being delivered by telephone, skip this topic.<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 45
There are two ways to record the message:<br />
• Record the message in your own voice: You do this by having the system call you,<br />
and record the message over the telephone.<br />
• Generate the recording: Write the message in text, and use the Text-to-Speech<br />
feature to convert the text into a recording (available only when Text to Speech<br />
is enabled).<br />
Record a message in your own voice<br />
STEPS<br />
1. Select the language for your recording.<br />
If you are recording in English, you do not need to do anything.<br />
If you are recording in a language other than English, you must tell the system<br />
what language it is, so it can send the message to the appropriate recipients.<br />
If you are recording the message in Spanish, for example, in the Record<br />
message in drop down, select Spanish.<br />
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2. Write the text for your message in the text box provided.<br />
This text acts as a script for you to follow when you are recording your<br />
message. It also acts as a reminder of what was recorded for future purposes.<br />
If you are also sending an email, it is the basis of the email content.<br />
3. When you are ready to record the message, click Record. The Easy Message -<br />
Make Call window appears.<br />
4. Enter the information the system requires to call you so you can record your<br />
message.<br />
If you are using a locally-installed system, you may need to enter a 9 to get an<br />
outside line and then the telephone number where you can be reached.<br />
If you are using the <strong><strong>School</strong>Connects</strong> hosted service, you must enter the area<br />
code + the 7-digit number of the telephone at your location.<br />
Do one of the following:<br />
• If you want the system to call your cell phone, enter the cell phone<br />
number and select Direct connection.<br />
• If you answer the incoming calls to your building yourself, enter your<br />
building’s main number and select Direct connection.<br />
• If a human receptionist answers incoming calls to your building, enter<br />
your building’s main number, select Live attendant, and type in the<br />
extension of the telephone beside you.<br />
• If you have an automated voice mail system in your school, select Auto<br />
attendant and type in the extension of the telephone beside you.<br />
5. Click Call Me. <strong><strong>School</strong>Connects</strong> calls you at the telephone number you<br />
entered. When it rings, answer the telephone. When someone answers the<br />
telephone, you see a “Connected” message.<br />
6. When you receive the call, click Verify so <strong><strong>School</strong>Connects</strong> can verify that it<br />
really called you and not somebody else by mistake.<br />
7. Click Record and record your message after the tone.<br />
8. When you have finished recording, click Stop to end the recording. Do not<br />
hang up.<br />
Click Play to hear what you just recorded, or Record to re-record your<br />
message. When you are satisfied with your recording, click Hang Up and then<br />
hang up the telephone.<br />
9. Click Save Text to save a copy of the message text. The recording is saved<br />
automatically.<br />
10. Click Continue to close this window.<br />
Generate a message using Text to Speech<br />
If your system has the Text-to-Speech feature enabled, you can create your own<br />
messages by writing the text and converting it to a recording.<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 47
STEPS<br />
1. Select the language for your recording.<br />
If you are creating an English recording, you do not need to do anything.<br />
If you are creating a recording in a language other than English, you must tell<br />
the system what language it is, so it can send the message to the appropriate<br />
recipients.<br />
If you are creating a Spanish recording, for example, in the Record message<br />
in drop down, select Spanish.<br />
2. Write the text for your message in the text box provided. This is the text that<br />
will be used to create the message.<br />
3. Do one of the following:<br />
• If you are recording in a language other than English and need to select<br />
a non-English voice, or if you want to change the speed or volume<br />
settings for your recording, hover your mouse over Generate Recording<br />
From Text, then click Review Settings First.<br />
Select the voice you want from the Voice Selection drop down.<br />
IMPORTANT: Ensure the voice you select supports the language you require<br />
for your recording. For example, if you are creating a Spanish recording, you<br />
must select a Spanish voice.<br />
Optional: Adjust volume and speed settings if required.<br />
TIP: Usually, you adjust these settings only after you listen to your recording<br />
at least once.<br />
Click Generate Recording.<br />
• If you do not need to change any of the recording options, hover your<br />
mouse over Generate Recording From Text, then click Generate<br />
Recording.<br />
An audio version of the message is created, and the message text is saved.<br />
4. Listen to your message in one of the following ways:<br />
• If your computer has speakers, you can preview the recording directly<br />
by checking Use speaker to play back, and clicking Play.<br />
• If your computer does not have speakers, you can listen to the recording<br />
over the telephone by having the system call you. Click Play, connect to<br />
the system as usual, and listen to the message. When you have listened<br />
to the message, hang up.<br />
5. Click Continue to close the Recording Center window.<br />
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Step 3B: Create the email contents<br />
STEPS<br />
1. If you are calling, and have not yet recorded the message, click Record<br />
Message.<br />
2. If you are calling, and need to change the recorded message, click Modify<br />
Message.<br />
3. If you are sending emails, enter the email subject in the Subject field.<br />
Otherwise, click Next and continue in the wizard.<br />
If you are sending both calls and emails, and you entered the message text in<br />
the Recording Center, the message text is automatically copied to the email<br />
contents for you.<br />
4. Ensure the email contents are complete. If you are sending student-specific<br />
information in the email, use email substitution tags as required.<br />
5. Optional: To include an attachment, click Add, then Browse to the file you<br />
want to include. Double-click on the file, or select it and click Open. When you<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 49
have attached the file, click Upload. You can now see the attachment has<br />
been added. To add more attachments, repeat this process.<br />
NOTE: Email attachments are limited to certain file types, such as PDF. There are<br />
also limits to the size of the email. Do not exceed 2MB or some parents may not be<br />
able to receive the email.<br />
6. When you are happy with the message, click Next.<br />
Step 4: Specify who to send the message to<br />
You can send messages to the entire student population from the <strong><strong>School</strong>Connects</strong><br />
Address Book, or to part of the student population, such as a particular grade. You can<br />
send a message to one or more contact lists, or to both the student population and a<br />
contact list such as Staff. You can send a message to everyone whose student ID appears<br />
in a file, referred to as an import file. Which of these options you choose depends on<br />
your needs.<br />
STEPS<br />
1. In Choose recipients from, specify where your list of message recipients<br />
comes from. If you want to send the message to the student population, select<br />
the Address Book. If you want to send the message to your staff, most likely<br />
you will use a contact list for staff. (Some schools include a grade for staff in<br />
their Address Book.) If you want to send the message to students who have<br />
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not yet paid for a class trip, most likely you will use an import file, which<br />
contains the amount outstanding for each student.<br />
• If you want to send the message to the student population, select<br />
Address Book.<br />
• If you want to send the message to your staff, most likely you need to<br />
select Contact list.<br />
• If you want to send the message to students who owe money for a class<br />
trip, and include the amount owing, select Import file.<br />
• If you want to send the message to all Grade 3 students and teachers,<br />
most likely you need to select Address Book and contact list. The<br />
student names come from the Address Book and the staff from a<br />
contact list.<br />
2. Choose the recipients you want to contact from the appropriate source:<br />
• If you chose Import file as the source for your list of recipients, skip to the<br />
next step.<br />
• If you chose the Address Book as a source for your list of recipients, in<br />
the Select recipients box, click Address Book, and specify the criteria to<br />
select your recipients.<br />
• If you chose Contact list as a source for your list of recipients, in the<br />
Select recipients box, click Contact List, and specify the criteria to select<br />
your recipients.<br />
3. Optional: If you want to call multiple contacts for each student, to ensure<br />
delivery of the message, under Optional Settings, click Cascade calling. Then,<br />
in the box that appears, select the delivery options, and number of retries.<br />
4. Optional: If you need to call relative numbers or student secondary numbers,<br />
click Additional contact options, and check the desired options.<br />
5. Click Next.<br />
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Step 5: Review the Summary<br />
The Summary page is usually the last page that you see when creating a new message.<br />
This page provides a last opportunity for you to review the details of your message<br />
before it is created.<br />
The left-most column contains check marks for steps that are complete, and Xs for<br />
steps that may not be complete.<br />
NOTE: The summary may continue beyond what you can see. Use the scroll bar to view<br />
all of the information.<br />
STEPS<br />
1. Scan the left-most column of the Summary page, looking for any items that do<br />
not have check marks.<br />
NOTE: An X does not necessarily mean a problem. For example, if you are sending<br />
your message via email, but do not have an attachment to include, you see a red<br />
X next to Email Attachment. Provided you did not intend to include an<br />
attachment, this is not a problem.<br />
2. Review the call and email times to be sure they are what you want.<br />
NOTE: Be sure to check both weekday and weekend times if your call spans both.<br />
For example, if you are sending a message on a Friday that may not complete<br />
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efore Saturday, be sure your calling times are not too early for the weekend<br />
settings.<br />
3. Review the phone number source and email source to ensure they are correct.<br />
4. If you chose recipients from the Address Book, you can see the criteria used to<br />
select the students. You can also see how many students were selected.<br />
Quickly review the numbers. If they do not look reasonable, double-check<br />
your selections.<br />
5. If you chose recipients from contact lists, you can see the contact lists selected.<br />
Review the list and ensure it is correct.<br />
6. If you need to make changes, either click Previous to return to the correct<br />
step, or click the step number at the top of the page. When you are satisfied<br />
with your message, click Finish.<br />
If you selected to import recipients in an import file, the next window you see<br />
takes you through the process of specifying your import file.<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 53
Choose Recipients from the Address Book<br />
You can send messages to the entire student population or a subset of the student<br />
population using the Address Book. Because the Address Book often contains<br />
information about students such as their grade, teacher, home room, and so on, you<br />
can send messages by grade, teacher, home room, and so on.<br />
RELATED LINKS:<br />
About Call Times<br />
About Email Times<br />
About Message Expiry<br />
About Message Priority<br />
About Cascade Calling<br />
Select the entire Address Book<br />
STEPS<br />
1. If you see a list of schools, select the school or schools you want to send the<br />
message to. If you are logged in as a district user, you can select multiple<br />
schools or All <strong>School</strong>s to send the message to the entire district. If you are<br />
logged in as a school user, your school is selected for you.<br />
2. Click Continue. All students in the selected schools are selected to receive the<br />
message.<br />
Select all members of a grade<br />
STEPS<br />
1. If you see a list of schools, select the school or schools you want to send the<br />
message to. If you are logged in as a district user, you can select multiple<br />
schools or All <strong>School</strong>s to send the message to the entire district. If you are<br />
logged in as a school user, your school is selected for you.<br />
2. Click Select Subset or Individuals. The Select individual contacts window<br />
appears.<br />
3. Leave the default at Select a subset by Grade, Home Room or other<br />
category and check the grade or grades you want to send the message to.<br />
NOTE: Although you can select multiple categories, do so with caution. Selecting<br />
multiple categories means that only the students included in all of the categories<br />
are selected. Sometimes selecting multiple categories may result in no students<br />
being selected.<br />
If you selected multiple schools, all students in the selected grades in the<br />
selected schools receive the message.<br />
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4. Click Continue.<br />
All students in the grade or other category you checked are selected to receive<br />
the message.<br />
Select individuals<br />
STEPS<br />
1. If you see a list of schools, select the school or schools you want to send the<br />
message to. If you are logged in as a district user, you can select multiple<br />
schools or All <strong>School</strong>s to send the message to the entire district. If you are<br />
logged in as a school user, your school is selected for you.<br />
2. Check Select Subset or Individuals. The Select individual contacts window<br />
appears.<br />
3. Choose Select individuals.<br />
4. Use the List By, Sort By, or Search By fields to select the criteria to locate and<br />
display the students you want to send the message to.<br />
5. Click Show Results to display the students based on the specified criteria.<br />
6. Check the box to the left of each student you want to send the message to.<br />
7. Repeat steps 4 through 6 until you have selected all of the students you want<br />
to send the message to.<br />
8. Click Continue.<br />
The students you checked are selected to receive the message.<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 55
Choose Recipients from a Contact List<br />
You can create a contact list for a group of people you need to contact more than once<br />
a year. The contacts in a contact list may be students, or they may be non-students, or<br />
a combination. For example, you could have a contact list that includes all students in<br />
the school play, plus the staff involved with the play, and the parent volunteers.<br />
You can choose multiple contact lists when sending a message. You can also choose a<br />
subset of a contact list, such as all of the Grade 9s in the school play. You can also choose<br />
a subset of multiple contact lists, such as all of the Grade 10 students that play on all<br />
sports teams.<br />
RELATED LINKS:<br />
About Call Times<br />
About Email Times<br />
About Message Expiry<br />
About Message Priority<br />
About Cascade Calling<br />
Select an entire contact list<br />
STEPS<br />
1. Select (check) the contact list you want to call.<br />
To see the list of contacts you have selected, you can click View Selected.<br />
2. Click Continue.<br />
Select a subset grouping from a contact list<br />
STEPS<br />
1. Select (check) the contact lists you want to subset.<br />
2. Check Select Subset or Individuals.<br />
3. If you are selecting contacts by a group such as Grade, check Select<br />
individuals by Grade, Home Room or other category.<br />
4. Select (check) the group you want to send the message to.<br />
To view the list of contacts selected, click View Selected.<br />
5. Click Continue.<br />
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Select individuals from a contact list<br />
STEPS<br />
1. Check the contact lists you want to subset.<br />
2. Check Select Subset or Individuals.<br />
3. Leave the default at Select individuals.<br />
4. If you are selecting from multiple contact lists, select the contact lists you want<br />
to work with.<br />
5. Use the List By or Search By fields to specify the criteria to display the<br />
contacts in such a way that you can locate those people you want to contact.<br />
For example, if you know the people you want to contact are all in a particular<br />
grade, leave the defaults and locate these people by grade. If you are going to<br />
locate these people by name, use the Search By field, and type all or part of<br />
the person’s name.<br />
6. Click Show Results.<br />
The contacts matching the criteria are listed.<br />
7. Check the contacts you want to send the message to.<br />
8. Repeat from step 5 until you have completed selecting the contacts. Then<br />
click Continue.<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 57
Obtain Recipients from an Import File<br />
You can send a message to recipients defined in an import file. When using an import<br />
file, all records define recipients: You cannot send a message to a subset of an import<br />
file.<br />
The import file can contain a list of people and their telephone numbers and/or email<br />
addresses. It can only contain one telephone number and one email address per person.<br />
The import file can also contain a list of student IDs, and you can let <strong><strong>School</strong>Connects</strong><br />
look up the contact information in the Address Book.<br />
When you specify to use an import file to send a message, you see the following<br />
window:<br />
STEPS<br />
1. Click Browse to go to the location on your computer or network where the file<br />
containing the import data is located, and double-click on your import file.<br />
2. If you already have a file specification for this import file, click Finish. If you do<br />
not have a file specification for this import file, you need to create a file<br />
specification.<br />
RELATED LINKS:<br />
About Importing Contact Data from a File<br />
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Create an Announcement Using a Canned Message<br />
When you create an announcement, you have the option to create your own message<br />
for the announcement or to use an existing canned or pre-recorded message. These<br />
canned messages have been prepared with pre-recorded sound bytes, ready to be used.<br />
There are many of these canned messages to choose from.<br />
STEPS<br />
1. In the Navigation pane, click Send Message.<br />
The Send a Message window appears.<br />
2. Click Announcement: Use a Canned Message.<br />
The Create Announcement Wizard begins.<br />
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RELATED LINKS:<br />
About Call Times<br />
About Email Times<br />
About Message Expiry<br />
About Message Priority<br />
About Cascade Calling<br />
Identify the message<br />
STEPS<br />
1. Select the school to send the message to.<br />
If you are logged in as a school user, your school is selected automatically.<br />
If you are logged in as a district user, you can select a single school, or you can<br />
select all schools in the district.<br />
NOTE: If you selected a school to work with before creating this message, that<br />
school is selected for sending this message. If you want to send the message to the<br />
entire district, cancel this wizard, and click Change <strong>School</strong> to change to all<br />
schools in the district. Then you can start to create the message.<br />
2. In the Select Message field, select the message you want to send.<br />
3. Click Next.<br />
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Schedule delivery of your message<br />
STEPS<br />
1. Select the type of message you want to send: Call, email, or both call and<br />
email.<br />
To send emails to parents who have email addresses, and only call those<br />
parents who do not have an email address, or vice versa, click More to see<br />
additional options.<br />
2. Usually, you leave the priority at the default for this type of message.<br />
3. Select the date you want the message to start going out. The default is the<br />
date selected on the calendar, which is today’s date, unless you previously<br />
selected a different date.<br />
4. Select the date you want the message to expire if it has not been delivered to<br />
all recipients. In most cases, you can just leave the default date. Make sure you<br />
allow enough time for all of the calls to be made.<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 61
5. If you are calling, specify the time you want the calls to start. Otherwise, skip<br />
to Step 7. If your calls will continue into the weekend, be sure to specify<br />
weekend start times also.<br />
TIP: If your call is to go out immediately, you may want to allow yourself an extra<br />
15 minutes to double-check your message or to make last-minute changes.<br />
6. Specify the time you want the calls to stop for the night, even if the calls have<br />
not been completed.<br />
Generally, your template limits calling times to those deemed reasonable for<br />
this type of message.<br />
If the calls have not completed when the stop time arrives, the system starts<br />
calling the next day during the call times specified for that day, if you allowed<br />
additional days for calling.<br />
NOTE: If you specified multiple days to allow the calls to complete, and it is possible<br />
that calls will continue over the weekend, be sure to specify the weekend calling<br />
times. You do not want to be calling parents early on a weekend morning.<br />
7. If you are sending emails, specify the time you want the emails to start and<br />
end.<br />
8. Click Next. The Create Message window appears.<br />
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Create the email contents (if applicable)<br />
STEPS<br />
1. If you are sending emails, and no email text is provided for you, enter the email<br />
subject in the Subject field.<br />
2. Ensure the email contents are complete. If you are sending student-specific<br />
information in the email, use email substitution tags as required.<br />
3. Optional: To include an attachment, click Add, then Browse to the file you<br />
want to include. Double-click on the file, or select it and click Open. When you<br />
have attached the file, click Upload. You can now see the attachment has<br />
been added. To add more attachments, repeat this process.<br />
NOTE: Email attachments are limited to certain file types, such as PDF. There are<br />
also limits to the size of the email. Do not exceed 2MB or some parents may not be<br />
able to receive the email.<br />
4. If custom information fields are displayed at the bottom of the window, select<br />
the options you want for your message. In the example above, the user can<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 63
choose the tone of the message. In this case, the message says “please<br />
encourage the student to return ...“<br />
5. When you are happy with the message, click Next.<br />
Specify who to send the message to<br />
You can send messages to the entire student population from the <strong><strong>School</strong>Connects</strong><br />
Address Book, or to part of the student population, such as a particular grade. You can<br />
send a message to one or more contact lists, or to both the student population and a<br />
contact list such as Staff. You can send a message to everyone whose student ID appears<br />
in a file, referred to as an import file. Which of these options you choose depends on<br />
your needs.<br />
STEPS<br />
1. In Choose recipients from, specify where your list of message recipients<br />
comes from. If you want to send the message to the student population, select<br />
the Address Book. If you want to send the message to your staff, most likely<br />
you will use a contact list for staff. (Some schools include a grade for staff in<br />
their Address Book.) If you want to send the message to students who have<br />
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not yet paid for a class trip, most likely you will use an import file, which<br />
contains the amount outstanding for each student.<br />
• If you want to send the message to the student population, select<br />
Address Book.<br />
• If you want to send the message to your staff, most likely you need to<br />
select Contact list.<br />
• If you want to send the message to students who owe money for a class<br />
trip, and include the amount owing, select Import file.<br />
• If you want to send the message to all Grade 3 students and teachers,<br />
most likely you need to select Address Book and contact list. The<br />
student names come from the Address Book and the staff from a<br />
contact list.<br />
2. Choose the recipients you want to contact from the appropriate source:<br />
• If you chose Import file as the source for your list of recipients, skip to the<br />
next step.<br />
• If you chose the Address Book as a source for your list of recipients, in<br />
the Select recipients box, click Address Book, and specify the criteria to<br />
select your recipients.<br />
• If you chose Contact list as a source for your list of recipients, in the<br />
Select recipients box, click Contact List, and specify the criteria to select<br />
your recipients.<br />
3. Optional: If you want to call multiple contacts for each student, to ensure<br />
delivery of the message, under Optional Settings, click Cascade calling. Then,<br />
in the box that appears, select the delivery options, and number of retries.<br />
4. Optional: If you need to call relative numbers or student secondary numbers,<br />
click Additional contact options, and check the desired options.<br />
5. Click Next.<br />
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Step 5: Review the Summary<br />
The Summary page is usually the last page that you see when creating a new message.<br />
This page provides a last opportunity for you to review the details of your message<br />
before it is created.<br />
The left-most column contains check marks for steps that are complete, and Xs for<br />
steps that may not be complete.<br />
NOTE: The summary may continue beyond what you can see. Use the scroll bar to view<br />
all of the information.<br />
STEPS<br />
1. Scan the left-most column of the Summary page, looking for any items that do<br />
not have check marks.<br />
NOTE: An X does not necessarily mean a problem. For example, if you are sending<br />
your message via email, but do not have an attachment to include, you see a red<br />
X next to Email Attachment. Provided you did not intend to include an<br />
attachment, this is not a problem.<br />
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2. Review the call and email times to be sure they are what you want.<br />
NOTE: Be sure to check both weekday and weekend times if your call spans both.<br />
For example, if you are sending a message on a Friday that may not complete<br />
before Saturday, be sure your calling times are not too early for the weekend<br />
settings.<br />
3. Review the phone number source and email source to ensure they are correct.<br />
4. If you chose recipients from the Address Book, you can see the criteria used to<br />
select the students. You can also see how many students were selected.<br />
Quickly review the numbers. If they do not look reasonable, double-check<br />
your selections.<br />
5. If you chose recipients from contact lists, you can see the contact lists selected.<br />
Review the list and ensure it is correct.<br />
6. If you need to make changes, either click Previous to return to the correct<br />
step, or click the step number at the top of the page. When you are satisfied<br />
with your message, click Finish.<br />
If you selected to import recipients in an import file, the next window you see<br />
takes you through the process of specifying your import file.<br />
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Work with Messages<br />
You can see the messages you created when you view a list of messages. You can view<br />
All Messages to see all types of messages, or view messages by a particular type. For<br />
these examples, we viewed announcements. Messages are separated into their<br />
respective schools.<br />
Suspend a message<br />
STEPS<br />
1. To suspend a message, select (check) the message, then click Suspend.<br />
If you later change your mind, and want the calls to be made after all, select<br />
the message and click Resume.<br />
View the recipients for a message<br />
STEPS<br />
1. Click on the Notepad icon beside the message.<br />
The Select Call Information to View window appears.<br />
2. Select the view options and click View List.<br />
The list of recipients is displayed.<br />
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Add more recipients to a message<br />
You can add more recipients to a message that has not expired.<br />
STEPS<br />
1. Select the message and click Add Recipients.<br />
2. The Announcement Wizard steps you through the process of adding<br />
recipients, including selecting the school, if applicable, selecting where the<br />
student data should come from and the process of selecting the additional<br />
recipients.<br />
3. When you have completed the process, click Finish. The additional recipients<br />
are added to the message.<br />
Listen to a sample call<br />
Sample call is a feature that sends a call out to you right away, allowing you to hear<br />
exactly how a message will sound when it goes out to the telephone numbers in your<br />
list.<br />
STEPS<br />
1. Click on the Notepad icon beside the message.<br />
The Select Call Information to View window appears.<br />
2. Click View List.<br />
You see all of the telephone numbers to be called.<br />
3. Click on the Notepad icon beside one of the telephone numbers.<br />
You now see the Edit Call Properties window.<br />
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4. Click the Sample # tab so that you see the window below:<br />
5. In the Call Type field, specify the type of call this sample call to you will be.<br />
Choose from the following:<br />
• Direct Connection if the number to call is a direct number, such as a cell<br />
phone<br />
• Live Attendant if a person will answer the call and then transfer the call<br />
to your extension<br />
• Auto Attendant if an automated attendant will answer the call and<br />
then transfer the call to your extension<br />
6. In the Phone # field, enter the telephone number where you can be reached.<br />
NOTE: Sample Call uses the dialing rules that are configured, so even if the call<br />
is long distance, you normally do not need to type a 1.<br />
7. In the Extension field, if you chose Live Attendant or Auto Attendant, enter<br />
the extension number.<br />
8. Optional: In the Channel field, if you are testing outbound calls on different<br />
channels, you can enter a channel number. Otherwise, leave it blank.<br />
9. Click Sample Call.<br />
The system should call the number you indicated within one or two minutes.<br />
Send a sample email<br />
BEFORE STARTING THIS TASK:<br />
You can only send a sample email for active messages that are to send emails.<br />
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You can send a sample email to yourself to see exactly how the message appears to its<br />
recipients.<br />
STEPS<br />
1. Click on the Notepad icon beside the message.<br />
The Select Call Information to View window appears.<br />
2. Click View List.<br />
The list of recipients is displayed.<br />
3. Select the email you want to sample (check the box next to the record).<br />
4. In the Sample email address field, enter your email address (or the address<br />
you want the sample sent to).<br />
5. Click Sample Email.<br />
This does not send an email to the person selected, but any tags used in the<br />
email message are used in the sample email. The email is sent to the address<br />
you specified in a few minutes.<br />
View the progress of a message<br />
STEPS<br />
1. Click on the Notepad icon beside the message.<br />
The Select Call Information to View window appears. You see a summary of<br />
the message and you can choose how to view the details. An example is<br />
shown below:<br />
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Note that the items available to view depend on what information you use in<br />
the message. This example is both call and email.<br />
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2. Choose what information you want to view, and click View List.<br />
You now see the list of recipients displayed by their current status. You can<br />
view this any time during the calling period and afterward for a quick<br />
snapshot of the message’s progress.<br />
Listen to call responses<br />
BEFORE STARTING THIS TASK:<br />
This feature is relevant only in districts where the Call Response feature is in use. If the<br />
absence message template allows a call recipient to record a message explaining an<br />
absence, this is how the attendance secretary hears those recordings.<br />
STEPS<br />
1. Click on the Dialog Cloud icon beside the message.<br />
The Edit Call Responses window appears.<br />
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2. Select the Responses tab.<br />
3. Click on the Record icon. The Recording Center appears. Have the system call<br />
you so you can listen to the message.<br />
4. Click Play to play the message. In the white box, you can type a very short<br />
summary of the response—just two or three words at the most. If it is a long<br />
and important message, you may want to write it down on paper or type it in<br />
a Notepad or Word document for your records, or enter it directly into your<br />
student information system. Click Stop and Play as required until you are<br />
finished listening to the message.<br />
5. Do not click Hang Up. Click Save Text.<br />
The Edit Responses window reappears. The information you typed is<br />
displayed in the Explanation field.<br />
6. Click Save.<br />
7. You can then click on the next black triangle to hear information for the next<br />
student. If you did not hang up the telephone, you do not need to go through<br />
the calling process again: You are still connected to the system.<br />
NOTE: If you put the system on hold for more than 30 seconds or do not do<br />
anything for more than 30 seconds, the system hangs up on you.<br />
Reactivate a message<br />
If a message has expired but not all of the people in the list were called, you can<br />
reactivate the message by changing the expiry date. <strong><strong>School</strong>Connects</strong> attempts to call the<br />
remaining people in the list. When you extend or reactivate a message, <strong><strong>School</strong>Connects</strong><br />
does not call people who were already reached. Calls with the status Busy, No Answer,<br />
or Hangup are called again. Calls with the status Delivered - Verified, Delivered -<br />
Machine, Delivered - Unverified, or Tri-tone Ignored are not called again.<br />
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STEPS<br />
1. In the list of messages, click on the Clock icon next to the message you want<br />
to change.<br />
The Announcement Settings window appears.<br />
2. Click on the Calendar icon beside the Expiry Date and choose a new expiry<br />
date.<br />
3. Click Save.<br />
Change message settings<br />
You can change message settings such as delivery date, call times, confirmation<br />
settings, or you can re-record your message.<br />
STEPS<br />
1. In the list of messages, click on the Clock icon next to the message you want<br />
to change.<br />
The Announcement Settings window appears. You can modify any settings<br />
such as the start date and end date, the call or email times, the email message<br />
or the recording. Simply click on the appropriate tab and make your changes.<br />
2. Make any desired changes and click Save.<br />
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Send a Message Again<br />
You can send an announcement or emergency message again if you see it in the list of<br />
announcements or emergency messages. You cannot send a message again when<br />
viewing All Messages.<br />
If you have messages that you know you are going to need to send multiple times, it is<br />
recommended that you create those as reusable messages.<br />
You can do the following with an announcement or emergency message:<br />
• Send the same message again to the same recipients—You may want to send the<br />
same message monthly, such as a pizza day announcement.<br />
• Send a new message to the same recipients—You may want to send a new<br />
message regarding a meeting date and time to the Parent Council.<br />
Send the same message again to the same recipients<br />
You can send an announcement again without having to re-record the message.<br />
STEPS<br />
1. In the Navigation pane, click Announcement or Emergency as applicable, to<br />
view the list of messages.<br />
2. Select (check) the announcement or Emergency message you want to resend,<br />
and click Send Again.<br />
The following window appears:<br />
3. Same message is the default, so just click Next.<br />
4. Specify the date and time to send the message and click Finish.<br />
The new message appears in the list of messages.<br />
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Send a new message to the same recipients<br />
STEPS<br />
1. In the Navigation pane, click Announcement or Emergency as applicable, to<br />
view the list of messages.<br />
2. Select (check) the announcement or Emergency message you want to resend,<br />
and click Send Again.<br />
The following window appears:<br />
3. Select New Message and click Next.<br />
The Recording Center appears.<br />
4. Record your message and click Continue.<br />
5. Specify the date and time to send the message and click Finish.<br />
The new message appears in the list of messages.<br />
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Create a Reusable Message<br />
You can create a message that you can use multiple times. This feature makes it easy for<br />
you to create commonly-used announcement or Emergency messages and reuse them<br />
whenever you need them. They appear in a list of reusable messages and templates<br />
when you choose to reuse a message.<br />
STEPS<br />
1. Create a new announcement or Emergency message.<br />
2. In Step 1 of the wizard, under Optional Settings, check Make message<br />
reusable.<br />
3. Continue creating the message as usual, including the date and times for the<br />
first time you want the message to be sent. When your message is created, it<br />
appears in the list of messages.<br />
View the reusable message<br />
You can view the reusable messages you created by looking at the list of message<br />
templates for that type of message.<br />
STEPS<br />
1. In the Navigation pane, click Settings, then select Manage Message<br />
Templates in the work space.<br />
2. Click Announcement Templates (or Emergency Templates). The list of<br />
announcements sent appears, sorted by date, newest at the top.<br />
Those messages created as reusable have a Y displayed in the Reusable<br />
column. Those without a Y are regular, single-use messages. If you want to<br />
make a message reusable you can do so. See "Make a message reusable".<br />
For instructions on reusing the message, see "Reuse a Message".<br />
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Make a message reusable<br />
You can make an announcement or Emergency message reusable even if it was not<br />
created as a reusable message.<br />
STEPS<br />
1. In the Navigation pane, click Settings, then select Manage Message<br />
Templates in the work space.<br />
2. Click Announcement Templates (or Emergency Templates). The list of<br />
announcements sent appears, sorted by date, newest at the top.<br />
3. Locate the message you want to make reusable and click on the NotePad icon<br />
next to it.<br />
The Edit Message Template window appears.<br />
4. On the General tab, check Reusable Message and click Save.<br />
The next time you use Reuse Message to create an announcement, this<br />
message appears in the list of messages to choose from.<br />
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Reuse a Message<br />
You can reuse an announcement or an Emergency message, provided that it is a<br />
reusable message. (To reuse a message that was not created as a reusable message, see<br />
"Send a Message Again" or see Make a message reusable.)<br />
STEPS<br />
1. In the Navigation pane, click Send Message.<br />
2. Click Announcement: Reuse Message or Emergency: Reuse Message..<br />
3. Select the school, if applicable.<br />
If you are logged on as a school user, your school is selected for you.<br />
4. In the Select Message drop-down list, select the message you want to reuse.<br />
TIP: If the message you want to reuse is not in the list, it was probably not created<br />
as a reusable message.<br />
5. Continue creating the message. You can change the recipients, or any of the<br />
delivery options. You cannot change the recorded message itself.<br />
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Create a Quick Attendance Message<br />
BEFORE STARTING THIS TASK:<br />
Before you can use Quick Attendance, you must have one or more attendance message<br />
templates set up, and a file specification for your import data.<br />
See "Create an Attendance Message Template" for instructions on creating an<br />
attendance message template, and Create a File Specification for instructions on<br />
creating a file specification.<br />
In some districts, attendance messages are handled centrally via an automated process.<br />
In this case, the school user need not do anything except enter attendance data in the<br />
student information system.<br />
On other districts, the school user may need to generate the absence report each day<br />
from the student information system and upload the file into <strong><strong>School</strong>Connects</strong>. You<br />
may send attendance messages once a day, or you may send them multiple times a day.<br />
You want an easy way to send out attendance messages with the least amount of effort.<br />
The Quick Attendance wizard provides you with a quick way to create these messages<br />
when you must do it manually.<br />
STEPS<br />
1. Generate the daily absence file in your student information system.<br />
2. Save the file to a predictable location. (Choose a location where you can<br />
always look for the latest file.)<br />
3. Log in to <strong><strong>School</strong>Connects</strong>Web with the login provided to you by your IT<br />
department.<br />
4. In the right-hand pane, click Quick Attendance Message.<br />
The Create Quick Attendance Message window appears.<br />
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5. If applicable, select the school.<br />
6. Browse to the import file containing the absence data.<br />
7. Specify the start and end times for the calls (and emails, if applicable), or just<br />
take the defaults.<br />
8. Click Finish. The message is created.<br />
If you import an absence file two or more times a day ...<br />
You may want to call regarding absences both in the morning and in the afternoon, or<br />
even after every period of the day.<br />
If you upload a file multiple times per day, but the information for a student does not<br />
change, only one telephone call is made for that student.<br />
For example, say that Joe Jones was marked absent in period 1. You upload a file<br />
immediately after period 1 and <strong><strong>School</strong>Connects</strong> begins calling at 9:15 a.m. Joe’s house<br />
is called and a message is delivered saying he was absent in period 1.<br />
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After period 2, you generate a new absence file and upload it. Joe Jones is in this file<br />
because he was marked absent in period 1, and the new file still shows him with an<br />
absence in period 1. Joe’s house is not called again because the information for Joe is<br />
the same as before.<br />
It turns out that Joe, although he did show up for period 2, was absent period 3. You<br />
generate another absence file after period 3 and upload it to <strong><strong>School</strong>Connects</strong>. This time,<br />
another call goes out to Joe’s household saying that he was marked absent in periods 1<br />
and 3.<br />
At the end of the day, you generate a final file and do a final upload. Joe did not miss<br />
any other classes, so no other calls go to his home.<br />
If your absence file does not include any information about periods, blocks, or other<br />
time periods, then the information for a given student does not change throughout the<br />
day. If Joe is marked absent in the morning and you upload a file at 9 a.m., his<br />
household is called at 9 a.m. If he continues to be absent throughout the day and you<br />
upload another file at 10 a.m., 11 a.m., 1 p.m., 3 p.m., and so on, no further calls go to<br />
Joe’s house.<br />
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Create a Contact List<br />
STEPS<br />
1. In the Navigation pane, click Manage Contacts.<br />
2. In the right-hand pane, click Contact Lists.<br />
The Contact List window appears. You see any existing contact lists for your<br />
school. The lists are organized by user.<br />
3. Click New.<br />
The Create Contact List window appears.<br />
4. In the Contact List Name field, enter a name for your contact list.<br />
The owner of the list is the user name you logged in as.<br />
5. If you are logged in as a district user, select the name of the school to which<br />
this list applies.<br />
6. Click Next.<br />
The Import Source window appears.<br />
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7. Specify where your contact information is to come from.<br />
• If the information is contained in a file, select Import from file and skip<br />
to step 17.<br />
• If all of the contacts exist in the Address Book, select Import from<br />
Address Book and go to step 8.<br />
• If you want to add contacts not in the Address Book, you need to add<br />
them from an import file, or manually, one at a time. To add them<br />
manually, select Add one contact manually and skip to step 15.<br />
8. If you selected the Address Book as your source, click Next.<br />
The Add Contacts window appears.<br />
9. Click Address Book.<br />
The Select Recipients from Address Book window appears.<br />
10. Click Select Subset or Individuals to view a list of students to choose from.<br />
The following window appears.<br />
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11. In the Choose a method for selecting your recipients box, specify how you will<br />
build your list:<br />
• If you plan to include an entire category of students, such as a grade or<br />
language, leave the default at Select subset by Grade, Home Room, or<br />
other category. Then select the category containing the students you want<br />
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to include. You can click Continue to complete the selection, or click View<br />
Selected to verify your list, and then click Continue.<br />
• If you need to select students individually, choose Select individuals.<br />
The following window appears.<br />
12. Use the List By or Search By fields to locate the students you want to include<br />
by specifying the criteria and clicking Show Results.<br />
You see the list of students that match the criteria.<br />
If you leave the defaults, the students are listed by grade and sorted<br />
alphabetically by name, as shown.<br />
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13. Select (check) the students you want to include in your contact list.<br />
TIP: You can check names, then change the list or search criteria and check more<br />
names, repeating this process until you have selected everyone you want.<br />
At any time, you can click View Selected to see the people in your list so far.<br />
14. Click Continue when you have finished selecting people for your contact list,<br />
and then click Finish to complete the process.<br />
15. If you chose to manually add contacts one at a time, click Next.<br />
The following window appears.<br />
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16. Enter the name, telephone number and/or email address, and any other<br />
information required for your first contact, and click Finish.<br />
When you refresh the list of contact lists, the new contact list appears. Add the<br />
remainder of the contacts to the list. For instructions on adding contacts to a<br />
contact list, see Manually add contacts to a contact list.<br />
17. If you selected an import file as your source, and no file specification exists for<br />
your import file, click File Specification and create the file specification for<br />
your import file. For instructions on creating a file specification, seeCreate a<br />
File Specification.<br />
18. Click Next.<br />
The Add Contacts window appears.<br />
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19. Browse to the import file and select it.<br />
20. Click Finish.<br />
RESULT:<br />
Your contact list is now ready to use in announcements. If the contacts were selected<br />
from the Address Book, the telephone number and other contact information is<br />
retrieved from the Address Book when a message is sent, so your contact information<br />
is always current. If you created the contacts manually, or loaded their telephone<br />
numbers from an import file, you must manually update them when necessary.<br />
RELATED LINKS:<br />
The Address Book<br />
Difference Between the Address Book and a Contact List<br />
Contact Lists<br />
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Modify a Contact List<br />
If you created a contact list by selecting people from the Address Book, the telephone<br />
number and other contact information is automatically updated. If you created the<br />
records manually, you must manually update the information. If you created the<br />
contact list from an import file, you may want to import an updated list periodically.<br />
STEPS<br />
1. In the Navigation pane, click Manage Contacts.<br />
2. In the right-hand pane, click Contact Lists.<br />
The Contact List window appears. You see any existing contact lists for your<br />
school. The lists are organized by user.<br />
3. Click on the person icon next to the contact list you want to change.<br />
All records in the contact list are displayed.<br />
4. Locate the record you want to change. You can use the search function to<br />
locate a specific record, or you can change the way the date is presented and<br />
sorted, to help you find a record.<br />
TIP: Whenever you change the way you view or sort the contact list, you must<br />
click Go for the change to take effect.<br />
5. Click the person icon next to the contact you want to modify, and make the<br />
required changes.<br />
6. Click Save when you have completed making your changes.<br />
Manually add contacts to a contact list<br />
STEPS<br />
1. Next to the contact list you want to add contacts to, click the person icon. The<br />
details for that contact list appear.<br />
2. Click New to add a new contact.<br />
3. Enter the contact information and click Save.<br />
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Add to a contact list from the Address Book<br />
STEPS<br />
1. Next to the contact list you want to add contacts to, click the person icon.<br />
The details for that contact list appear.<br />
2. Click Address Book to add contacts from the Address Book.<br />
3. Select (check) the contacts you want to add and click Finish.<br />
Add to a contact list from an import file<br />
STEPS<br />
1. Next to the contact list you want to add contacts to, click the person icon.<br />
The details for that contact list appear.<br />
2. Click File to import new contacts from a file.<br />
The Create Contact List from File window appears.<br />
3. Browse to the import file.<br />
4. Optional: If you want to replace all contacts in the current list with the new list,<br />
select Clear Contacts before import.<br />
5. Click Import.<br />
Delete a record from the contact list<br />
STEPS<br />
1. Next to the contact list you want to delete the contact from, click the person<br />
icon.<br />
The details for that contact list appear.<br />
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2. Select (check) the contact you want to delete.<br />
3. Click Delete and confirm that you want to delete the record.<br />
Change the telephone number for a contact<br />
STEPS<br />
1. Next to the contact list you want to change, click the person icon.<br />
The details for that contact list appear.<br />
2. Locate the contact in the list and click the person icon for the contact whose<br />
number you want to change.<br />
The Edit Contact Properties window appears. Change the information as<br />
required, then click Save.<br />
NOTE: If the Use Address Book option is set to Yes, you cannot save manual<br />
changes to the telephone number in the contact list. This number is read from the<br />
Address Book. The number can only be changed in the Address Book.<br />
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Update the Address Book<br />
In many districts, the Address Book is updated automatically from the student<br />
information system. Therefore, you should understand that any manual changes you<br />
make to the Address Book may be overwritten at the next automatic update.<br />
In other districts, the Address Book is updated manually by importing data from a file<br />
that has been extracted from the student information system.<br />
RELATED LINKS:<br />
The Address Book<br />
Difference Between the Address Book and a Contact List<br />
Contact Lists<br />
About Importing Contact Data from a File<br />
Import a new Address Book<br />
If your Address Book is not updated automatically, you may be required to update it<br />
periodically throughout the school year and prior to each new school year.<br />
NOTE: Before you can import a new Address Book from a file, you must first have a file<br />
specification for your import file. If you do not have an existing file specification, see<br />
Create a File Specification for instructions on creating one.<br />
STEPS<br />
1. In the Navigation pane, click Manage Contacts.<br />
2. In the right-hand pane, click Address Book.<br />
The Address Book window appears.<br />
3. If applicable, select the school.<br />
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4. Click Import.<br />
The Create Address Book from File window appears.<br />
5. If you only want to import student household contact data (no relative<br />
contact information), leave the default at Import student personal<br />
information. If you want to import relative contact data from the same file,<br />
check Import other student contact information.<br />
6. If you want to remove any existing students from the Address Book before<br />
importing, check Remove existing Address Book students who are not in<br />
the import file.<br />
NOTE: Do not clear the Address Book before importing, unless directed to do so by<br />
Synrevoice Technical Support.<br />
7. Click Browse and browse to the import file containing your new Address Book<br />
data.<br />
8. Click Import.<br />
The new student data is loaded into the Address Book. This may take several<br />
minutes, depending on the size of the Address Book.<br />
Search for a student in the Address Book<br />
You can search for a student by name, ID, telephone number, home room, and so on.<br />
STEPS<br />
1. Ensure you are viewing all grades.<br />
2. In the Search By field, select the appropriate search type—Use the default<br />
Name, or select other search types from the drop-down list.<br />
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3. In the Enter Search Text field, type in the relevant search criteria. If you are<br />
searching by name, type in the student name, or part of the name.<br />
4. Click Find. The first matching item is displayed. If this is not the right record,<br />
click Next until you find the correct student.<br />
Manually add a student to the Address Book<br />
You can manually add a student to the Address Book. However, if this information is<br />
usually propagated by importing a file from your student information system, any<br />
student information you enter here, such as telephone numbers or addresses should be<br />
considered temporary. It may be overwritten or deleted the next time you import your<br />
student information. If these students are not actually in your student information<br />
system and the Address Book is updated automatically, these “fake” students are<br />
removed from the Address Book each time it is automatically updated.<br />
You may want to manually add a student if you have a new student in your school and<br />
it will be some time before the student information is imported from your student<br />
information system.<br />
STEPS<br />
1. In the Navigation pane, click Manage Contacts.<br />
2. In the right-hand pane, click Address Book.<br />
The Address Book window appears.<br />
3. If applicable, select the school.<br />
4. Click New.<br />
The Add Student window appears.<br />
5. On the General tab, specify the Name and the Student ID.<br />
6. Specify any additional information you want on this tab.<br />
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7. Click the Primary tab and specify a primary telephone number for the<br />
student.<br />
8. On the Primary and Secondary tabs, specify any additional information you<br />
need for this student.<br />
9. Click Save to add this student record to the Address Book.<br />
Delete a student from the Address Book<br />
You can manually delete a student from the Address Book. However, if the student<br />
information is usually propagated by importing a file from your student information<br />
system, it is unnecessary to delete students from the Address Book in this way. When<br />
the Address Book is updated automatically, students no longer listed in the update are<br />
deleted automatically.<br />
You may want to manually delete a student if the student moved to a new school and<br />
you want to stop calling them (you could also add them to the Do-Not-Call list), and it<br />
will be some time before the student information is imported from your student<br />
information system.<br />
STEPS<br />
1. In the Navigation pane, click Manage Contacts.<br />
2. In the right-hand pane, click Address Book.<br />
The Address Book window appears.<br />
3. Locate and select the student (check the box next to the student in the list),<br />
then click Delete.<br />
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Prevent Calls to a Student or Phone Number<br />
You can prevent calls going out to a particular student, or you can prevent calls from<br />
going out to a telephone number. In both cases, you use the Do-Not-Call list.<br />
When you add a particular student ID to the Do-Not-Call list, any messages to that<br />
student are not called or emailed. This does not prevent calls from going to that<br />
telephone number for another student in the household. When you add a telephone<br />
number to the Do-Not-Call list, any telephone messages to that telephone number are<br />
not called. Therefore, if you want to stop calls to a student, add the student to the<br />
Do-Not-Call list. If you want to stop calls to a phone number, add the telephone<br />
number to the Do-Not-Call list.<br />
STEPS<br />
1. In the Navigation pane, click Manage Contacts.<br />
2. In the right-hand pane, click Do-Not-Call List.<br />
The Do-Not-Call List window appears.<br />
3. Click New.<br />
The following window appears.<br />
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4. In the Phone field, enter the telephone number in exactly the same format as<br />
it appears in the Address Book, or in the Student ID field, enter the student ID.<br />
<strong><strong>School</strong>Connects</strong> uses the information you enter in this window to match to a<br />
student record in the Address Book. The match must be exact for all fields<br />
entered.<br />
If you enter both a student ID and a telephone number, the match occurs only<br />
for the student with that ID at that telephone number.<br />
5. In the Type of Message drop-down list, select the type of messages this<br />
applies to. You can choose to block only Attendance, only Announcement<br />
and Emergency messages, or all.<br />
6. In the Comment field, enter a brief comment as a reminder why this student<br />
or number is being added to the Do-Not-Call list.<br />
RESULT:<br />
If you enter just the telephone number, the household is not called for your school<br />
(students in the same household in another school can still be called).<br />
If you enter just the student ID, all messages regarding that student (both call and<br />
email) are blocked. However, other students in the same household can still be called.<br />
If you enter both the telephone number and the student ID, all messages regarding that<br />
student (both calls and emails) are blocked, but other students in the same household<br />
can still be called.<br />
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Delete a record from the Do-Not-Call list<br />
STEPS<br />
1. In the Navigation pane, click Manage Contacts.<br />
2. In the right-hand pane, click Do-Not-Call List.<br />
The Do-Not-Call List window appears.<br />
3. Select the student or telephone record by checking the box next to it and click<br />
Delete.<br />
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Restrict Messaging for a <strong>School</strong> or <strong>District</strong><br />
<strong>District</strong> users can restrict messages at the <strong>District</strong> level, for any or all schools. <strong>School</strong><br />
users can create restrictions only for their own school. They can also see whether a<br />
restriction has been set up by the <strong>District</strong>.<br />
NOTE: Message restriction does not affect Emergency calls made through the<br />
Rapidconnects feature.<br />
STEPS<br />
1. Log in to <strong><strong>School</strong>Connects</strong> as a user who has permission to restrict messaging.<br />
2. In the Navigation pane, click Settings.<br />
3. Under Suspend Messaging, click Restriction Schedule.<br />
The Notification Restriction Schedule window appears.<br />
4. Select the <strong>District</strong> Restriction tab if you are creating a restriction for a district.<br />
Otherwise, select the <strong>School</strong> Restriction tab.<br />
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5. Click the Calendar icon next to the Restriction Start Date input field and<br />
select a start date in the calendar pop-up window. Repeat for Restriction End<br />
Date.<br />
6. In the Reason field, enter an explanation.<br />
7. In the Restrict field, choose the type of messages you want to restrict.<br />
NOTE: If you choose Calls Only, emails still go out but telephone calls do not. If<br />
you choose Calls and Emails, neither emails nor telephone calls go out.<br />
8. In the Do Not Deliver field, choose one or more message types to restrict by<br />
checking their corresponding check boxes. Check one or more choices from<br />
Attendance, Announcements, and Emergency Messages.<br />
9. If this is a district restriction, in the No Delivery <strong>School</strong>s field, choose ALL<br />
<strong>School</strong>s to restrict the entire district, or Select <strong>School</strong>s to specify one or more<br />
schools to be restricted.<br />
If you select only some schools from the list, the restriction applies only to<br />
messages in the selected schools.<br />
10. Click Save.<br />
Change the restriction schedule<br />
STEPS<br />
1. In the Navigation pane, click Settings.<br />
2. Under Suspend Messaging, click Restriction Schedule.<br />
The Notification Restriction Schedule window appears.<br />
3. Click on the tab with the restriction you want to change: Either <strong>School</strong><br />
Restriction or <strong>District</strong> Restriction.<br />
The current restriction schedule is displayed.<br />
4. Edit the fields as appropriate and click Save to save the new restriction<br />
schedule.<br />
Cancel the current restriction schedule<br />
BEFORE STARTING THIS TASK:<br />
You must be a <strong>District</strong> or <strong>School</strong> administrator to cancel the current restriction<br />
schedule.<br />
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STEPS<br />
1. In the Navigation pane, click Settings.<br />
2. Under Suspend Messaging, click Restriction Schedule.<br />
The Notification Restriction Schedule window appears.<br />
3. Click Clear.<br />
RESULT:<br />
If a message was already in existence when the restriction was created, it is already<br />
suspended; clearing the restriction does not resume the message. The status remains<br />
the same after the restriction schedule for this task is cleared or the Start Date or End<br />
Date is changed.<br />
IMPORTANT: In this case, you must manually resume the message if you want the calls<br />
and emails to go out.<br />
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<strong><strong>School</strong>Connects</strong> Templates<br />
Before you can create an attendance message, you must first have an attendance<br />
message template. A <strong><strong>School</strong>Connects</strong> template contains the structure of the message<br />
and the default calling and emailing options. The template typically defines calling and<br />
emailing times, message priority, file specifications when importing contacts from a<br />
file, cascade calling options, and so on. Attendance and canned message templates also<br />
define the message that is sent. A call-in profile defines who is called, and the recorded<br />
message can be recorded at the last minute.<br />
You only need to create a template once, and then it can be used over and over again to<br />
create messages.<br />
Contents:<br />
• Create an Attendance Message Template<br />
• Attendance Message Defaults<br />
• Create a Canned Message Template<br />
• Canned Message Defaults<br />
• Create a File Specification<br />
• Set Up a Call-In Profile<br />
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Create an Attendance Message Template<br />
Use this procedure to create a new absence, tardy, or absence and tardy message<br />
template.<br />
You can create more than one attendance message template. This is necessary if you<br />
want to send out one absence message first thing in the morning, but a different<br />
message in the evening.<br />
In a <strong>District</strong>, you can choose whether to create one template for each school or use the<br />
same template for all schools. You can have one template for the high schools, which<br />
use period attendance, and a second template for the middle schools, which use daily<br />
attendance. Ask your Synrevoice Technical Support representative for advice.<br />
NOTE: At any time throughout this procedure, instead of clicking Next, you can click<br />
Finish, provided that the default options meet your needs. For a list of defaults, see<br />
Attendance Message Defaults. Also, if you know what tab you want to change, you can<br />
click the tab, make your changes, and then click Finish.<br />
STEPS<br />
1. In the Navigation pane, click Settings.<br />
2. Hover over Manage Message Templates, and click Attendance Templates.<br />
The list of Attendance message templates appears.<br />
3. Click New.<br />
The Create Attendance Message Template window appears.<br />
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4. Give your template a meaningful name.<br />
5. On the <strong>School</strong> tab, do the following:<br />
a If this template is to apply only to a single school, select the school.<br />
b If you do not want the school name to be played before the message is<br />
delivered, uncheck For calls, play school name before delivering the<br />
message.<br />
NOTE: Throughout this procedure, you can always see the message that will<br />
be delivered as it is displayed in the Preview Message frame at the bottom.<br />
The message changes depending on the options you select.<br />
c Click Next.<br />
6. On the Type of Message tab, do the following:<br />
a Select the type of messages to be sent using this template. Absence is<br />
the default.<br />
b Click Next.<br />
7. On the Student tab, do the following:<br />
a Specify how you want to identify the student in the message. Grade and<br />
student’s first name are the defaults.<br />
b Click Next.<br />
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8. On the Attendance tab, do the following:<br />
a Specify the type of attendance messages to send. Period attendance is<br />
the default, with a period length of 1.<br />
b If you chose period attendance, specify the number of characters used<br />
to identify the period: 1 or 2.<br />
c Click Next.<br />
9. Do one of the following, depending on the type of attendance:<br />
• If you chose Period attendance, on the Period tab, specify the list of<br />
periods at which time you want the message to say the student was<br />
absent all day, rather than having to list every period.<br />
Do this by typing the list in the input field next to the Add button, and<br />
then click Add.<br />
• If you chose Morning, afternoon, or full day absence, on the Day tab,<br />
specify the absence codes that represent morning, afternoon, and all<br />
day.<br />
If you do not have morning, afternoon, and all day codes in your import<br />
file, click Previous, and select Play a generic message instead.<br />
10. Click Next.<br />
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11. On the Explanation tab, select one or more methods you want to use for<br />
requesting an explanation, and click Next.<br />
12. On the Delivery tab, do the following:<br />
a Specify whether this message is for calls only, calls and emails, and so<br />
on.<br />
b If you want this message to be sent with a priority less than High, change<br />
the priority.<br />
c Click Next.<br />
13. Do each of the following as applicable:<br />
• If you chose Call as a delivery method, on the Call tab, specify the times<br />
at which you want the calls to be made.<br />
• If you chose Email as a delivery method, on the Email tab, specify the<br />
times you want the email to be sent, and create the email contents.<br />
14. Click Next.<br />
15. On the Cascade tab, specify if you want to call all contacts or to cascade<br />
contacts (cycle through a list of contacts until a person or answering machine<br />
is reached), and click Next.<br />
16. On the Confirmation tab, specify any desired confirmation options, and click<br />
Next.<br />
17. On the Import tab, specify whether to remove duplicate records from the list<br />
to call, and click Next.<br />
18. Optional: On the Sample tab, you can listen to the message that will be sent.<br />
To listen to the message, do the following:<br />
a Check Listen to a sample message.<br />
b Enter a telephone number where you can be reached.<br />
c Fill in the remaining fields with test data.<br />
When the template is created, a message is also created to make the<br />
sample call to you.<br />
19. Click Finish.<br />
The template is created. Before you can use this template, it must have a file<br />
specification that tells <strong><strong>School</strong>Connects</strong> how to read your attendance data. For<br />
instructions on creating a file specification, see "Create a File Specification".<br />
RELATED LINKS:<br />
Attendance Message Defaults<br />
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Attendance Message Defaults<br />
The defaults used in the Attendance Message templates are as follows:<br />
Template name:<br />
Attendance Message<br />
Template properties<br />
• All schools<br />
• Play school name message before delivering message<br />
• Absence message<br />
• Grade and student’s first name<br />
• Period attendance where the period number is 1 character in length<br />
• Request a written note to explain the absence<br />
• Calls only<br />
• Priority is high<br />
• Call weekdays between 4 and 9 p.m., call weekends between 10 a.m. and 9 p.m.<br />
• No confirmation is required<br />
• Call all contacts, no cascade calling<br />
• Remove duplicates by phone number<br />
• Use phone numbers only from the selected source<br />
RELATED LINKS:<br />
Create an Attendance Message Template<br />
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Create a Canned Message Template<br />
Use this procedure to create a new canned message template, which is very useful when<br />
you want to record a message once and send out the same message each week, twice a<br />
year, or however often is required. A popular example is Saturday <strong>School</strong>, in which each<br />
week, you send a message home to notify parents that their child must attend Saturday<br />
<strong>School</strong> that week.<br />
NOTE: At any time throughout this procedure, instead of clicking Next, you can click<br />
Finish, provided that the default options meet your needs. For a list of defaults, see<br />
Canned Message Defaults. Also, if you know what tab you need to change, you can click<br />
on the tab, make your changes, and then click Finish.<br />
STEPS<br />
1. In the Navigation pane, click Settings.<br />
2. Hover over Manage Message Templates, and click Canned Message<br />
Templates.<br />
The list of canned message templates appears.<br />
Note that the list of templates includes Stock message templates, which you<br />
cannot edit or delete.<br />
3. Click New.<br />
The Create Canned Message Template window appears.<br />
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4. Give your template a meaningful name.<br />
5. On the <strong>School</strong> tab, do the following:<br />
a If applicable, select the school, if this template is to apply to a single<br />
school.<br />
b If you do not want the school name to be played before the message is<br />
delivered, uncheck For calls, play school name before delivering the<br />
message.<br />
NOTE: Throughout this procedure, you can always see the message that will<br />
be delivered as it is displayed in the Preview Message frame at the bottom.<br />
The message changes depending on the options you select.<br />
c Click Next.<br />
6. On the Language tab, select the language in which the message will be<br />
recorded. If you require multiple languages, leave the default at<br />
Multilanguage.<br />
7. Click Next.<br />
8. On the Recording tab, click Record Message, and record your message.<br />
9. When you have finished your recording, click Next.<br />
10. On the Student tab, if your message requires information about the student<br />
in it, specify the information you want to include, and click Next.<br />
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11. On the Delivery tab, do the following:<br />
a Specify whether this message is for calls only, calls and emails, and so<br />
on.<br />
b If you want this message to be sent with a priority greater than Low,<br />
change the priority.<br />
c Click Next.<br />
12. Do each of the following as applicable:<br />
• If you chose Call as a delivery method, on the Call tab, specify the times<br />
at which you want the calls to be made.<br />
• If you chose Email as a delivery method, on the Email tab, specify the<br />
times you want the email to be sent, and create the email contents.<br />
13. Click Next.<br />
14. On the Cascade tab, specify if you want to call all contacts or to cascade<br />
contacts (cycle through a list of contacts until a person or answering machine<br />
is reached), and click Next.<br />
15. On the Confirmation tab, specify any desired confirmation options, and click<br />
Next.<br />
16. On the Import tab, specify whether to remove duplicate records from the list<br />
to call, and click Next.<br />
17. Optional: On the Sample tab, you can listen to the message that will be sent.<br />
To listen to the message, do the following:<br />
a Check Listen to a sample message.<br />
b Enter a telephone number where you can be reached.<br />
c Fill in the remaining fields with test data.<br />
When the template is created, a message is also created to make the<br />
sample call to you.<br />
18. Click Finish.<br />
The template is created. When you use this template, you specify the<br />
recipients.<br />
RELATED LINKS:<br />
Canned Message Defaults<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 113
Canned Message Defaults<br />
The defaults used in the Canned Message templates are as follows:<br />
Template name:<br />
Canned Message<br />
Template properties<br />
• All schools<br />
• Play school name message before delivering message<br />
• Multiple languages<br />
• Include no student-specific information, such as grade or student name<br />
• Calls only<br />
• Priority is low<br />
• Call weekdays between 4 and 9 p.m., call weekends between 10 a.m. and 9 p.m.<br />
• No confirmation is required<br />
• Call all contacts, no cascade calling<br />
• Remove duplicates by phone number<br />
• Use phone numbers only from the selected source<br />
RELATED LINKS:<br />
Create a Canned Message Template<br />
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Create a File Specification<br />
<strong><strong>School</strong>Connects</strong> requires a file specification for any file used to import data into the<br />
system. The file specification tells <strong><strong>School</strong>Connects</strong> how to read your file. If your data is<br />
always in the same format regardless of the import file or type of data, you can use the<br />
same file specification for all import files.<br />
STEPS<br />
1. When you click the File Specification button from anywhere in<br />
<strong><strong>School</strong>Connects</strong>, you launch the File Specification wizard.<br />
2. Specify the type of import file.<br />
If the file is an Excel spreadsheet, select Microsoft Excel 97, 2000, XP or 2003,<br />
or Microsoft Excel 95, as appropriate.<br />
If the file is a comma-separated file, where each person is listed on a new line,<br />
select CSV text file (one record per line).<br />
If the file is a formatted text file, select Formatted text file.<br />
3. If you have not already done so, browse to locate the import file.<br />
If the import file is already identified, a link to the file appears below the<br />
Browse button.<br />
4. Click Next.<br />
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5. If the file type is Excel or .csv, skip this step. If the file is a formatted text file, the<br />
following window appears:<br />
a In the Record Definition box, select the applicable option to specify<br />
how a record is defined within the file.<br />
b If you chose End of record character(s), you must define which<br />
character is used to identify the end of each record. Click Choose to<br />
specify the character. Select the character from the list, click Add to add<br />
it to the definition, and then click Close.<br />
c If fields in the record are separated by separation characters (such as<br />
commas), in the Field Separator box, click Choose to specify the<br />
character. Select the character from the list, click Add to add it to the<br />
definition, and then click Close.<br />
d Click Next.<br />
6. If the file contains a heading record, select the heading record, and click Skip<br />
Record(s).<br />
This prevents the heading information from being loaded as data.<br />
7. Select a record in the file to use as a sample record for specifying the fields to<br />
<strong><strong>School</strong>Connects</strong>, and click Sample Record.<br />
8. Click Next.<br />
The following window appears, showing the <strong><strong>School</strong>Connects</strong> fields on the<br />
left, and the fields in your file on the right.<br />
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9. Select a data field in the import file on the right by clicking on the field. That<br />
field is highlighted in the import file and all fields are highlighted in the list of<br />
<strong><strong>School</strong>Connects</strong> fields.<br />
10. Click on the corresponding <strong><strong>School</strong>Connects</strong> field in the left-hand column.<br />
11. Continue mapping the fields until each field in the import file is mapped to a<br />
<strong><strong>School</strong>Connects</strong> field.<br />
12. If you are creating a file specification for an Address Book and you want to<br />
import relative contact data from your import file, click the Relative tab and<br />
map any applicable fields on that tab.<br />
13. When you have finished mapping all necessary fields, click Next<br />
The following window appears.<br />
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14. If you want to ensure you do not have duplicate entries, select the method<br />
that works best for the type of data you are importing.<br />
15. Click Finish.<br />
RELATED LINKS:<br />
About Importing Contact Data from a File<br />
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Set Up a Call-In Profile<br />
You can launch announcements and Emergency messages by calling in to the system,<br />
provided you have the following:<br />
• A numeric user ID (so you can enter it over a telephone)<br />
• A numeric password (so you can enter it over a telephone)<br />
• A call-in profile for the message you want to send<br />
Use this procedure to create the call-in profile and print the instructions you use to<br />
launch a message using this call-in profile.<br />
STEPS<br />
1. In the Navigation pane, click Settings.<br />
2. Hover over Manage Message Templates and click Call-In Profile Setup.<br />
The list of call-in profiles appears.<br />
3. Click New.<br />
4. Optional: Customers who subscribe to the Rapidconnects service see the<br />
Create Profile window, and can select which service makes the calls: the local<br />
server or Rapidconnects. Select the service, and click Next. If you are not a<br />
subscriber to Rapidconnects, you do not see this window.<br />
The Enter Profile Settings window appears.<br />
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5. Do the following:<br />
a Select the school.<br />
b Give the profile a descriptive name. Avoid using names such as Profile 1<br />
and Profile 2. Use names such as Emergency Call to All Staff and Students.<br />
c Ensure that the profile has a unique ID.<br />
You can use the Profile ID that is automatically generated or create your<br />
own (it must be between 3 and 15 digits). Profile ID must be all numeric.<br />
You can use this ID to identify the profile you want when you call in to<br />
launch the message, or you can record the profile name and use that to<br />
select the profile when you call in.<br />
d Record a descriptive name for the profile.<br />
The name should be as descriptive as possible so that it can be used to<br />
select the right profile over the telephone. For example, Emergency<br />
Priority Call to All Staff and Students, or Girls’ Basketball Team sent any time<br />
of day or night, or Announcement to Grade 9 Students, sent between 4 p.m.<br />
and 9 p.m..<br />
e You can designate a maximum length for messages recorded for this<br />
profile, or leave it at unlimited.<br />
f Click Next. The Specify the message template to use window appears.<br />
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6. Do one of the following:<br />
• Choose a template from the list, and click Next.<br />
IMPORTANT: Do not select any of the templates whose names include<br />
"Default Settings" in them, such as Emergency Default Settings or<br />
Announcement Default Settings.<br />
• Click Create a new template.<br />
The window expands as shown:<br />
Give the template a meaningful name.<br />
Specify the number of days to allow the calls to complete.<br />
The priority must be Emergency if you want the calls to go out before<br />
7:30 a.m. Otherwise, choose the appropriate priority.<br />
Although the interface gives you a weekday and weekend start and end<br />
time, make the weekday and weekend start times the same.<br />
(Rapidconnects does not use the end times.)<br />
7. Click Next.<br />
8. Specify whether to call all contacts or to use cascade calling, and click Next.<br />
If you select Cascade Contacts, you then need to specify what constitutes<br />
Delivered, and click Next again.<br />
9. Specify how you want duplicate telephone numbers tor student IDs to be<br />
handled, and click Next.<br />
10. Select the kind of numbers you want to call (primary, secondary, relative), and<br />
click Next.<br />
The If using contact list window appears.<br />
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11. If you want this profile to call everyone in a particular contact list, check<br />
Include the following Contact List(s) and select (check) the lists to be bound<br />
to the profile.<br />
You can select as many lists as required.<br />
12. Click Next.<br />
The If using Address Book window appears.<br />
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13. If applicable, select the school or schools to include, and then students you<br />
want to include.<br />
14. Select the students to include in the call list:<br />
• To select all students in the selected schools, leave the default at Select<br />
All Students.<br />
• To select all students in a group, such as all Grade 9 students, choose<br />
Select Students Using Basic Criteria, and select the group or groups to<br />
call.<br />
• To select students using other criteria, choose Select Students using<br />
Advanced Criteria, and use an SQL query to generate a list of students.<br />
15. Click Next.<br />
The Assign to User Account window appears.<br />
16. Assign one or more users to the profile as follows:<br />
a Assign a user to the profile by checking the box to the left of the user ID.<br />
b Optional: Assign Administrator privileges to one or more users by<br />
checking Administrator for that user.<br />
If you do not assign Administrator privileges to any users, all users who<br />
can access the profile can administer it.<br />
c Optional: Specify that approval is required for a user to launch calls<br />
using this profile by checking Approval Required for the user.<br />
Only the users you select have access to the profile and can use it to launch<br />
messages. Others cannot see it or use it.<br />
NOTE: You must have a user account that has a numeric user ID and a numeric<br />
password to be able to continue from this point.<br />
17. Click Next.<br />
You can now view a summary of the call-in profile you created.<br />
NOTE: Any settings can be changed except the choice of Local Voice Server or<br />
Rapidconnects.<br />
18. Click Finish.<br />
You see a confirmation message that the new profile was created successfully.<br />
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19. Click Close.<br />
You see a list of call-in profiles, with your newly-created profile highlighted in<br />
the list.<br />
CAUTION: You can change your profile settings. However, you must be aware that<br />
changing the Messages tab also changes the template you based the profile on, and<br />
any other profiles based on the same template.<br />
20. To print the instructions to launch a call using this profile, do the following:<br />
a Edit the call-in profile by clicking the Notepad icon beside the new<br />
profile:<br />
b<br />
Click the Users tab.<br />
The list of users appears.<br />
c<br />
The instructions to launch a call differ for each user. Next to your user ID,<br />
click the Printer icon to see your personal instructions.<br />
The instructions pop up. For example:<br />
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Print these instructions to keep them handy in your wallet or purse.<br />
TIP: You can copy and paste the instructions for each of your profiles into a single<br />
set of instructions in a Notepad or Word document. Be sure you include the profile<br />
number and a description in your document. Then print the document and carry<br />
it with you: You can then access any of your profiles remotely.<br />
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<strong><strong>School</strong>Connects</strong> Reports<br />
<strong><strong>School</strong>Connects</strong> has numerous built-in Crystal reports available. All reports can be<br />
generated and emailed for viewing, or they can be viewed online. Users can generate<br />
notification reports at any time to follow the progress of an ongoing message or to view<br />
a previous message. Reports are sent as attachments by email to the email addresses<br />
configured in the school properties window for each school and to other individuals.<br />
System administrators can also create scheduled tasks to email reports to various<br />
people automatically.<br />
Contents:<br />
• Available <strong><strong>School</strong>Connects</strong> Reports<br />
• Status Used in Reports<br />
• PIN Responses Used in Reports<br />
• Viewing Reports<br />
• Request a Notification Task Report<br />
• Request an Export Call Responses Report<br />
• Request a Call-In Profile Report<br />
• Request a Report of Call-In Messages<br />
• Schedule a Recurring Report<br />
• Retrieve Message History<br />
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Available <strong><strong>School</strong>Connects</strong> Reports<br />
This section describes the reports available to you and when you might use them.<br />
Use the report<br />
named ... To ... This report can be used ...<br />
Task Summary<br />
Notification Task<br />
Call Attempts By<br />
Channel<br />
Call Attempts By<br />
Hour<br />
Call Attempts By<br />
Date<br />
Template<br />
Do Not Call<br />
See a summary of the total<br />
number of attendance or<br />
announcement calls sent for<br />
each school.<br />
See detailed status of calls<br />
made for a particular<br />
message. This is the most<br />
commonly-requested report.<br />
See how many calls each voice<br />
channel made during the<br />
selected date range.<br />
See how many call attempts<br />
were made in each hour<br />
during the selected date<br />
range.<br />
See how many call attempts<br />
were made each day during<br />
the selected date range, and<br />
the status of the attempts<br />
(Busy, No Answer, and so on).<br />
See a list of templates<br />
(Attendance, Announcement,<br />
Canned Message) in the<br />
system. You see the properties<br />
(time settings, priority, and<br />
call attempts) for each<br />
template.<br />
See the telephone numbers<br />
and student IDs that are on<br />
the Do-Not-Call list. You also<br />
see the type of notifications,<br />
and the comment field.<br />
By a <strong>District</strong> administrator to track<br />
each school’s use on a daily basis,<br />
and to ensure that all schools are<br />
using the system as expected.<br />
As an early warning for telephone<br />
line problems, or as proof of<br />
contact to parents.<br />
For troubleshooting a telephone<br />
line problem.<br />
For troubleshooting a telephone<br />
line problem.<br />
For troubleshooting a telephone<br />
line problem.<br />
To see a summary of the templates<br />
defined.<br />
To obtain a copy of all records in<br />
the Do-Not-Call list. This is useful<br />
for backup purposes.<br />
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Use the report<br />
named ... To ... This report can be used ...<br />
Notification History<br />
Do Not Call History<br />
User<br />
<strong>School</strong><br />
Call Accounting<br />
Export Call<br />
Response<br />
See the history of messages<br />
for a particular ID, name, or<br />
telephone number during the<br />
selected date range. You see a<br />
detailed list of every call made<br />
that meets the selected<br />
criteria, and the status of each<br />
call.<br />
See the history of when a<br />
record in the Do-Not-Call list<br />
was filtered from calls. You<br />
see the data sorted by student<br />
ID, the name of the student,<br />
the phone number, and the<br />
dates that the number<br />
appeared on a message, but<br />
was not called.<br />
See a list of users on your<br />
system. You see the name of<br />
the user, the school, their user<br />
ID, and a list of their<br />
permissions.<br />
See a list of schools, and the<br />
properties of each school.<br />
See a spreadsheet view of all<br />
calls for your school or<br />
district. You see the total call<br />
time for each school, and see<br />
what user created each<br />
message. You can sort this<br />
report by any column.<br />
Retrieve the responses from a<br />
survey or from messages that<br />
allow the recipient to respond<br />
with a menu option.<br />
To find individual history, rather<br />
than school-wide history.<br />
To see when a telephone number<br />
or ID was added to the<br />
Do-Not-Call list.<br />
To obtain a copy of all users. This<br />
is useful for backup purposes.<br />
To verify whether all schools in<br />
your district have messages<br />
recorded or email addresses<br />
entered for reports.<br />
To track system usage by school or<br />
user.<br />
To retrieve survey responses.<br />
NOTE: This is the only way to<br />
retrieve them.<br />
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Status Used in Reports<br />
If you see this status ... It means ...<br />
Delivered - Verified<br />
Delivered - Unverified<br />
Delivered - Machine<br />
Busy<br />
<strong><strong>School</strong>Connects</strong> delivered the message and the person<br />
who answered pressed a key in response to the message.<br />
<strong><strong>School</strong>Connects</strong> delivered the message and the person<br />
who answered did not press any keys in response to the<br />
message.<br />
<strong><strong>School</strong>Connects</strong> delivered the message to an answering<br />
machine.<br />
<strong><strong>School</strong>Connects</strong> called but received a busy signal.<br />
No Answer <strong><strong>School</strong>Connects</strong> called by there was no answer after 6<br />
rings.<br />
Carrier Rejected<br />
Bad Connection<br />
Hangup<br />
Modem Detected<br />
Fax Detected<br />
Filtered<br />
On an analog line, this means that <strong><strong>School</strong>Connects</strong> called<br />
but received an Operator-intercept tone indicating a<br />
problem with the telephone number. On a digital line or<br />
on a <strong><strong>School</strong>Connects</strong> hosted system, this means that<br />
<strong><strong>School</strong>Connects</strong> called but received a code from the<br />
telephone carrier indicating that the call could not be<br />
delivered.<br />
<strong><strong>School</strong>Connects</strong> could not get a dial tone on the outgoing<br />
line.<br />
<strong><strong>School</strong>Connects</strong> called but the line was disconnected<br />
(hung up) before <strong><strong>School</strong>Connects</strong> could deliver the<br />
message.<br />
<strong><strong>School</strong>Connects</strong> detected a modem answering the call.<br />
<strong><strong>School</strong>Connects</strong> detected a fax answering the call.<br />
The call was not made because either the telephone<br />
number or Student ID is in the Do-Not-Call list.<br />
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PIN Responses Used in Reports<br />
The following is an explanation of the status you see when a PIN is required to hear the<br />
message.<br />
If the call recipient ... The report shows the status as ...<br />
Enters the PIN<br />
Presses #<br />
Hangs up<br />
Does nothing<br />
Delivered - Verified<br />
Hangup, not completed<br />
Hangup, not completed<br />
Hangup, not completed<br />
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Viewing Reports<br />
There are two ways to view a report: Have it emailed to one or more recipients, or view<br />
the report online. When you view a list of messages, you can click on the Report icon<br />
next to any message to see a report for that message. When you click on the Report icon,<br />
a window appears where you select how you want to receive your report: Via email or<br />
view it online.<br />
Email a report<br />
You can send yourself or others a report.<br />
STEPS<br />
1. On the Navigation pane, select Reports.<br />
2. Click Custom Report.<br />
The Request a Notification Task Report window appears.<br />
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3. On the Select Report tab, in Report Name, select the type of report you want<br />
to send out.<br />
4. If applicable, select the school.<br />
5. In Type of Message, select the type of message you want to report on.<br />
6. In Task Start Date, specify the start date of the time period for which you<br />
want a report.<br />
7. In Task End Date, specify the end date of the time period for which you want<br />
a report.<br />
8. In Report Date Format, select the date format to use for the report.<br />
9. Specify any other applicable options on this tab, and then click the Email<br />
Report tab.<br />
The Email Report window appears.<br />
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10. Select the appropriate options, such as whether to send a copy of the report<br />
to the person who created the message.<br />
11. If you are sending a district report, specify the district settings. Otherwise,<br />
specify the school settings. Specify who to send the email to, and who should<br />
be copied.<br />
12. Click Email Report.<br />
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View a report online<br />
STEPS<br />
1. On the Navigation pane, select Reports.<br />
2. Click Custom Report.<br />
The Request a Notification Task Report window appears.<br />
3. On the Select Report tab, in Report Name, select the type of report you want<br />
to send out.<br />
4. If applicable, select the school.<br />
5. In Type of Message, select the type of message you want to report on.<br />
6. In Task Start Date, specify the start date of the time period for which you<br />
want a report.<br />
7. In Task End Date, specify the end date of the time period for which you want<br />
a report.<br />
8. In Report Date Format, select the date format to use for the report.<br />
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9. Specify any other applicable options and then click the Online Report tab.<br />
The Online Report window appears.<br />
10. Click Get Report.<br />
When the report is generated, you see a link to that report. Click the link to<br />
view the report. This opens a new tab in your browser. You can keep the report<br />
open and return to the previous window by clicking the <strong><strong>School</strong>Connects</strong> tab<br />
at the top. Clicking on the Report tab returns you to the report. To close the<br />
report, locate the tab at the top with the name of the report on it and click the<br />
small red X.<br />
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Request a Notification Task Report<br />
The Notification Task Report is the most commonly requested report. It provides a<br />
detailed status of all calls made for a particular message.<br />
STEPS<br />
1. In the Navigation pane, click Reports.<br />
2. Click Custom Report.<br />
3. For Report Name, select Notification Task (the default).<br />
4. For Report Output Format, leave the default at PDF for best results.<br />
5. Optional: Check Profile Messages Only if you only want to include messages<br />
launched via telephone.<br />
6. For <strong>School</strong>, <strong>District</strong> users may select all schools or individual schools. Select<br />
multiple schools by pressing Ctrl while selecting each of the desired schools.<br />
If you select ALL, you can only select <strong>District</strong>-level templates in the Message<br />
Template option below.<br />
7. For Type of Message, choose the type of message you want to report on.<br />
8. For Message Template, select a specific template or choose ALL.<br />
9. For Simplified Report, specify Yes if you want to see the simplified version of<br />
the report, or No if you want to see the report organized by status.<br />
10. If you specified No for Simplified Report, for Report Information, specify the<br />
delivery method to report on.<br />
11. For Report Data, select what pieces of information to display in the report.<br />
NOTE: In an Attendance report, only two columns of data can be shown even if<br />
more were selected. In an Attendance & Emergency report, only three columns of<br />
data can be shown.<br />
12. For Sort By, the default is to sort records by student ID within each category.<br />
You can change to sort by student name or phone number. If you chose<br />
Simplified Report, you cannot sort by phone number.<br />
13. For Call Recipient’s Name, choose Student Name or Student & Relative<br />
Name. If you want the name of the actual recipient for each number displayed,<br />
select Student & Relative Name.<br />
14. For Task Start Date and Task End Date, select the date range for the report.<br />
15. For Display Duplicate Not Contacted Information, select Yes if you want to<br />
see duplicate numbers that were not called. In cases where there are a lot of<br />
students that have siblings attending the same school or district, those<br />
duplicates are not telephoned, and you can remove the duplicates from the<br />
report. To remove this information from the report, select No.<br />
16. For Report Date Format, select the date format you prefer for the report.<br />
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17. If you want the report emailed, do the following:<br />
a Click the Email Report tab and fill in the email information.<br />
b For Send <strong>District</strong> and <strong>School</strong> Report, use the default Yes. This emails a<br />
copy of the report to each of the email addresses specified in <strong>District</strong><br />
Properties and <strong>School</strong> Properties.<br />
c For Send Report To Task Creator, select Yes if you want to ensure that<br />
the person who created the message receives a copy of the report. The<br />
default is No, which means that reports are emailed to the email<br />
addresses specified in the <strong>School</strong> Properties.<br />
d In the Reply To field, enter a dummy email account.<br />
For example, name@domain.com<br />
e Enter the email address and contents in either the <strong>District</strong> Settings or<br />
<strong>School</strong> Settings.<br />
f Click Email Report.<br />
18. If you want to view the report online, click the Online Report tab, and click<br />
Get Report.<br />
When the report is available, a link appears and you can click the link to view<br />
the report.<br />
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Request an Export Call Responses Report<br />
If you sent out a survey or any message, such as an attendance message, where the call<br />
recipient can provide input (menu selections, recordings, and so on), you use the<br />
Export Call Responses Report to find out the results.<br />
STEPS<br />
1. In the Navigation pane, click Reports.<br />
2. Click Custom Report.<br />
The Request a Notification Task Report window appears.<br />
3. In the Report Name drop-down list, select Export Call Responses.<br />
The following window appears:<br />
4. In the Export Output Format field, select the format for the output file.<br />
Choose from Fixed Field Length, COMMA, or CSV (comma-separated).<br />
5. In the Include Column Titles field, check the box if you want column titles<br />
displayed in the report.<br />
6. In the Notification Type field, select Attendance or Announcement &<br />
Emergency.<br />
7. In the Message Template field, choose the message to retrieve responses for.<br />
8. Specify the start and end dates for the message.<br />
9. If you want to view the report online, click Online Report, then Get Report.<br />
Otherwise, skip to the next step.<br />
10. Click the Email Report tab to have the report emailed to you.<br />
The following window appears:<br />
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11. In the Send <strong>District</strong> and <strong>School</strong> Report, select Yes if you want both <strong>District</strong><br />
and <strong>School</strong> reports sent.<br />
If the call response report is for a district message, under <strong>District</strong> Settings,<br />
specify Yes for Email <strong>District</strong> Report, and enter a district email address in the<br />
To field.<br />
If the call response report is for a school message, under <strong>School</strong> Settings,<br />
specify Yes for Email <strong>School</strong> Report, and enter an email address in the To<br />
field.<br />
12. Click Email Report.<br />
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Request a Call-In Profile Report<br />
This report lists the parameters of each call-in profile.<br />
STEPS<br />
1. In the Navigation pane, click Reports.<br />
2. Click Custom Report.<br />
3. For Report Name, select Template.<br />
4. For Report Output Format, leave the default at PDF for best results.<br />
5. Check Profile Messages Only.<br />
6. Select All <strong>School</strong>s or select a single school as appropriate.<br />
7. In the Profile Template drop-down list, select the template for which you<br />
want a report, or select ALL to see a report on all call-in profiles.<br />
8. Select the date format.<br />
9. Click the Email Report tab.<br />
10. Enter the email information required to send the report, and click Email<br />
Report.<br />
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Request a Report of Call-In Messages<br />
You can generate a report for any call-in profile messages (launched by calling in to<br />
<strong><strong>School</strong>Connects</strong>). Because multiple messages can be associated with a single call-in<br />
profile, it is possible to generate a single report for all messages generated for a single<br />
profile.<br />
STEPS<br />
1. In the Navigation pane, click Reports.<br />
2. Click Custom Report.<br />
3. For Report Name, select Notification Task (the default).<br />
4. For Report Output Format, leave the default at PDF for best results.<br />
5. Check Profile Messages Only.<br />
6. Select All <strong>School</strong>s or select a single school as appropriate.<br />
7. In the Profile Template drop-down list, select the template for which you<br />
want a report, or select ALL to see a report on all call-in profiles.<br />
8. For Report Data, choose the relevant report data.<br />
9. For Sort By and Display By, choose how you want the report to look.<br />
10. For Call Recipient’s Name, choose Student Name or Student & Relative<br />
Name. If you want the name of the actual recipient for each number displayed,<br />
select Student & Relative Name.<br />
11. For Task Start Date and Task End Date, select the date range for the report.<br />
12. For Display Duplicate Not Contacted Information, select Yes if you want to<br />
see duplicate numbers that were not called. In cases where there are a lot of<br />
students that have siblings attending the same school or district, those<br />
duplicates are not telephoned, and you can remove the duplicates from the<br />
report. To remove this information from the report, select No.<br />
13. For Report Date Format, select the date format you prefer for the report.<br />
14. Click the Email Report tab.<br />
15. Enter the email information required to send the report, and click Email<br />
Report.<br />
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Schedule a Recurring Report<br />
This topic is only applicable on a local web server machine: It does not apply to sites<br />
uses <strong><strong>School</strong>Connects</strong>Web on a hosted machine.<br />
You can use the Email Report option to create a configuration file that you can use to<br />
schedule a recurring report. You select the report options you want and specify to email<br />
the report. You then use the Windows Scheduled Tasks function to schedule the task,<br />
as described below.<br />
You must be able to log in to the computer hosting the Web Server to create a scheduled<br />
task.<br />
STEPS<br />
1. In the Navigation pane, click Reports.<br />
2. Click Custom Report.<br />
3. Specify your report options.<br />
4. Click the Email Report tab.<br />
5. Click Email Report.<br />
The configuration file is generated and saved to the web server machine. The<br />
file has a long name specifying the district, the date and time it was created,<br />
the school (if applicable), and the user name of the person who created it.<br />
6. Connect to the Web Server machine and locate the configuration file in the<br />
following directory:<br />
C:\inetpub\wwwroot\schoolconnects\uploadedfiles\reports<br />
7. Copy the file to a less crowded location on the Web Server machine, typically:<br />
svschool\bin\reports<br />
8. Rename the file to something meaningful, such as abs_reports.txt<br />
9. Still on the Web Server machine, click Start > Run.<br />
10. Type tasks and press Enter.<br />
11. Double-click Add Scheduled Task to launch the Add Scheduled Task wizard.<br />
12. Click Next.<br />
13. Browse to svschool\bin\reportemailer.exe.<br />
Typically, it is in C:\Program Files.<br />
14. Follow the instructions in the wizard, choosing the days and time that you<br />
want the scheduled task to run (typically evenings, after 9 p.m. Monday to<br />
Friday for absence, or evenings after 10 p.m., 7 days a week for<br />
announcements).<br />
15. Check Open Advanced Properties for this task when I click Finish.<br />
16. Click Finish.<br />
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17. On the Task tab, the Run command contains the following:<br />
"C:\Program Files\svschool\bin\reportemailer.exe"<br />
18. After the second quote, append the path to the configuration file. For<br />
example:<br />
...exe" C:\Program~1\svschool\bin\reports\abs_reports.txt<br />
Ensure you leave a space after the second quote.<br />
NOTE: You cannot enclose the second path in quotes, and you must use the short<br />
file name for C:\Program Files (C:Progra~1). The reportemailer.exe<br />
program does not accept quotation marks around the path to the configuration<br />
file, and it does not accept a path with spaces.<br />
19. Save your task.<br />
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Retrieve Message History<br />
If you want to see a history of calls for a particular student, telephone number, or email<br />
address, you use the Message History report. You select a date range for the data you<br />
want and all related messages are displayed online.<br />
STEPS<br />
1. In the Navigation pane, click Reports.<br />
2. Click Message History Report.<br />
The Request Message History window appears.<br />
3. In the Type of Message field, select the type of calls you want to retrieve<br />
history for.<br />
4. Use the fields provided to select a particular student to see the history of<br />
messages for that student. Enter values in one or more of these fields to<br />
narrow the scope:<br />
• For Student ID, you can enter part or the entire student ID to retrieve<br />
message history for a particular student.<br />
• For Student Name, you can enter the student’s last name or the first<br />
few letters of the last name. You can enter partial information but keep<br />
in mind that the system looks for a match based on the characters from<br />
left to right. Because student names often appear in the system as last<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 145
name, first name, if you enter just the student’s first name, it does not<br />
find a match.<br />
• For Phone Number, you can enter the student’s telephone number<br />
beginning with the area code and then the exchange.<br />
• If you are retrieving email history, for Email Address, enter the email<br />
address.<br />
5. Select a date range to search by clicking the calendar next to Message Start<br />
Date and choosing a start date. Then click the calendar next to Message End<br />
Date to choose the end of your date range. <strong><strong>School</strong>Connects</strong> always defaults<br />
to the current date for both start and end dates.<br />
6. Select Yes for Call History to receive telephone call history, and Yes for Email<br />
History for a history of emails sent.<br />
7. Click Get History.<br />
In the following example, we entered the name Jones and the date range April 1st to<br />
April 9th:<br />
After clicking Get History, we receive the following result:<br />
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The ID and full name of the student are returned. If there are multiple matching<br />
students (for example, multiple students in the school with the last name Jones), you<br />
see all of the records for one match followed by all of the records for the next match,<br />
and so on. This report displays all attempts made by <strong><strong>School</strong>Connects</strong>.<br />
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<strong><strong>School</strong>Connects</strong> Reference<br />
This section contains additional information about various topics. It contains<br />
descriptions of some of the <strong><strong>School</strong>Connects</strong> features you can use.<br />
Contents:<br />
• Address Book Fields and What They Mean<br />
• What the Message Icons Mean<br />
• Use <strong>School</strong> Announcement Settings Option<br />
• User Permissions<br />
• The Cascade Calling Feature<br />
• The Telemarketer Zapper<br />
<strong><strong>School</strong>Connects</strong> Web Users’ Guide 149
Address Book Fields and What They Mean<br />
Primary Student (Household) Contact Data<br />
Name<br />
Description<br />
Name<br />
ID<br />
Home Room<br />
Language<br />
Teacher<br />
Custom Info 1<br />
Custom Info 2<br />
PIN<br />
Special Requirement<br />
Zapper<br />
Home Phone<br />
Home Email<br />
The name of the student.<br />
The unique identifier for this student within the school’s<br />
student information system.<br />
The name or room number for the student’s home room,<br />
usually where they start their day. (Some districts traditionally<br />
use this field for bus route.)<br />
The primary language spoken in the student’s home or place of<br />
residence.<br />
The name of the student’s home room teacher.<br />
If used, a field available for use however the school or district<br />
prefers. A common example is bus route.<br />
If used, a field available for use however the school or district<br />
prefers. A common example is bus route.<br />
If applicable, the number that must be entered before telephone<br />
messages regarding this student can be played.<br />
Indicates if a PIN is required to listen to messages regarding<br />
this student. When set to Yes, a value must be entered in the<br />
PIN field.<br />
Indicates that this telephone number is known to have a device<br />
enabled that sends an Out-of-Service tone, which is used to<br />
discourage telemarketers. These devices have not been sold in<br />
several years.<br />
The primary home telephone number for this student and<br />
usually, the primary home number to contact regarding this<br />
student. Note that it is possible for this to be a cell phone<br />
number, if a parent does not have a land line.<br />
The primary home email address, occasionally for the student,<br />
but more frequently for the primary parental contact for the<br />
student.<br />
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Mobile Phone<br />
Pager<br />
Alternate Phone<br />
Alternate Phone<br />
Extension<br />
Alternate Email Address<br />
Address<br />
City<br />
Name<br />
Province/State<br />
Postal Code/Zip<br />
Description<br />
The mobile (cell) telephone number, occasionally for the<br />
student, but more frequently for the primary parental contact<br />
for the student.<br />
This field is no longer used for notifications.<br />
An alternative telephone number to be called, usually if a<br />
message cannot be delivered to the home telephone number.<br />
Frequently, this is the parent’s work telephone number.<br />
If applicable, the extension number to be requested when<br />
contacting the alternate telephone number.<br />
An alternative email address for emailing messages about the<br />
student. This may be the primary parental contact’s work email<br />
address, or it may be the email address of an alternative parental<br />
contact.<br />
The student’s street address at home. For example, house<br />
number and street name, or building number, street name, and<br />
apartment number.<br />
The city in which the student lives.<br />
The province or state in which the student resides.<br />
The postal code or zip code for the location at which the<br />
student resides.<br />
Relative Contact Data<br />
Name<br />
Student ID<br />
Name<br />
Contact Name<br />
Relationship<br />
Description<br />
This is not an input field. This is the unique identifier for the<br />
student this relative contact data is associated with.<br />
This is not an input field. This is the name of the student this<br />
relative contact date is associated with.<br />
The name of the relative this record applies to.<br />
The relationship of this relative to the student. For example,<br />
Grandmother, or Babysitter.<br />
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Name<br />
Description<br />
PIN<br />
Zapper<br />
Home Phone<br />
Home Email<br />
Mobile Phone<br />
Pager<br />
Alternate Phone<br />
Alternate Phone<br />
Extension<br />
Alternate Email Address<br />
Address<br />
City<br />
Province/State<br />
Postal Code/Zip<br />
If Special Requirement is Yes in the student primary record,<br />
this is the number that must be entered before telephone<br />
messages regarding this student can be played.<br />
Indicates that this telephone number is known to have a device<br />
enabled that sends an Out-of-Service tone, which is used to<br />
discourage telemarketers. These devices have not been sold in<br />
several years.<br />
The home telephone number for this relative.<br />
The home email address for this relative.<br />
The mobile (cell) telephone number for this relative.<br />
This field is no longer used for notifications.<br />
An alternative telephone number to be called to contact this<br />
relative, usually if a message cannot be delivered to the home<br />
telephone number. Frequently, this is the relative’s work<br />
telephone number.<br />
If applicable, the extension number to be requested when<br />
contacting the alternate telephone number.<br />
An alternative email address for emailing messages to this<br />
relative. This may be the relative’s work email address.<br />
The relative’s street address at home. For example, house<br />
number and street name, or building number, street name, and<br />
apartment number.<br />
The city in which the relative lives.<br />
The province or state in which the relative resides.<br />
The postal code or zip code for the location at which the<br />
relative resides.<br />
Address Book Buttons<br />
Import<br />
The Import button is used to import a new Address Book from an import file,<br />
replacing the contents of the current Address Book. Typically, this is used to<br />
import student records from the student information system.<br />
CAUTION: This procedure should be performed by experienced users of<br />
<strong><strong>School</strong>Connects</strong>, or under the guidance of Synrevoice Technical Support.<br />
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Clear<br />
The Clear button is used to erase the entire contents of the Address Book.<br />
CAUTION: This procedure should be performed by experienced users of<br />
<strong><strong>School</strong>Connects</strong>, or under the guidance of Synrevoice Technical Support.<br />
Contact Seq<br />
This button is used for Cascade Calling. You click Contact Seq to specify the<br />
order in which to contact relatives and to specify telephone number types. You<br />
can assign global priorities for different relative codes. You can also set the order<br />
in which each type of telephone number should be called.<br />
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What the Message Icons Mean<br />
When you click the<br />
...<br />
Select a Message<br />
check box<br />
Edit Task Settings<br />
icon<br />
Edit Call Details<br />
icon<br />
Real-Time Report<br />
icon<br />
Email Activity icon<br />
Voice Server<br />
Activity icon<br />
Which looks<br />
like this ... The following happens ...<br />
The message is selected. If you want to delete or<br />
cancel the message, check the box and click the<br />
appropriate button.<br />
You see the Settings window for that type of<br />
message. You can change the expiry date of the<br />
message, the times for it to call, the priority or<br />
delivery method, the number of attempts, the<br />
language, the PIN requirements, and so on.<br />
You see the Call Details window. Here you can select<br />
what information you want to view. Click OK to<br />
display the details of the message, organized by<br />
student.<br />
You can request a report that you can view as a PDF<br />
online, or you can receive the report via email.<br />
Either option allows you to save a copy of the report<br />
as a PDF file.<br />
You can view logs that show whether emails are<br />
being sent for a message or whether there is a<br />
problem preventing the emails from going out.<br />
You see logs indicating whether a message is Active<br />
(calls are being processed), or whether there is<br />
something preventing calls from going out, such as<br />
it is outside the call time for this message, or the<br />
message is not recorded.<br />
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Use <strong>School</strong> Announcement Settings Option<br />
There are two sources of announcement settings: One is at the school level and the<br />
other is at the district level. In most systems, the default settings are set only at the<br />
district level. They enable you to send your messages out at the correct times and to<br />
import text files properly. If you check the Use <strong>School</strong> Announcement Settings option<br />
when creating a message, and there are no default settings configured for your school,<br />
you may not have all the features that you want for your announcement.<br />
There are situations where it is appropriate to check this box, such as if your school has<br />
a particular file structure that is different from what the other schools use.<br />
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User Permissions<br />
User permissions determine what kinds of <strong><strong>School</strong>Connects</strong> objects a user can access or<br />
modify.<br />
Permission<br />
Highest Priority<br />
Create Message<br />
Template<br />
Edit Message<br />
Template<br />
Delete Message<br />
Template<br />
Create Message<br />
Edit Message<br />
Delete Message<br />
Create User Account<br />
Modify User<br />
Account<br />
Delete User Account<br />
Create, Edit and<br />
Delete Contact List<br />
Do-Not-Call List<br />
Record Message<br />
Edit System Settings<br />
Add, Edit and<br />
Delete Relationship<br />
Code<br />
Description<br />
Specifies the maximum priority this user can set for a message. For<br />
example, if you set the permission to Medium, this user can specify<br />
Low or Medium priority for a message, but not High or Emergency.<br />
If set to Yes, the user can create new message templates for<br />
Attendance and Canned messages.<br />
If set to Yes, the user can modify message templates.<br />
If set to Yes, the user can delete message templates.<br />
If set to Yes, the user can create messages.<br />
If set to Yes, the user can change messages.<br />
If set to Yes, the user can delete messages.<br />
If set to Yes, the user can create new user accounts. If set to No, the<br />
user can only change their own password.<br />
If set to Yes, the user can modify user accounts. If set to No, the user<br />
can only change their own password.<br />
If set to Yes, the user can delete user accounts. If set to No, the user<br />
can only change their own password.<br />
If set to Yes, the user can create, modify, and delete contact lists. If<br />
set to No, the user can see and use contact lists, but cannot create or<br />
change them.<br />
If set to Yes, the user can add to or modify the Do-Not-Call list.<br />
If set to No, the user cannot create announcements with their own<br />
message. The user can still send out attendance messages and can<br />
still create announcements from canned messages,<br />
If set to Yes, the user can modify system settings.<br />
If set to Yes, the user can modify relationship codes.<br />
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Permission<br />
Update Address<br />
Book<br />
Call-In Profile Setup<br />
Create and Edit<br />
Restriction Schedule<br />
Receive Attendance<br />
Reports<br />
Receive<br />
Announcement<br />
Reports<br />
Receive Emergency<br />
Reports<br />
Access Student<br />
Personal<br />
Information<br />
Submit to<br />
Rapidconnects<br />
Processing<br />
Override Before and<br />
After Call Times<br />
Description<br />
If set to No, the user cannot modify the contents of the Address<br />
Book.<br />
If set to Yes, the user can set up a profile to be able to send a message<br />
from a telephone.<br />
If set to Yes, the user can restrict times when messages can be sent,<br />
or remove an existing restriction.<br />
If set to Yes, the user can receive attendance reports via email,<br />
provided their email address is specified as a recipient.<br />
If set to Yes, the user can receive announcement reports via email,<br />
provided their email address is specified as a recipient.<br />
If set to Yes, the user can receive Emergency reports via email,<br />
provided their email address is specified as a recipient.<br />
If set to No, the user cannot view any student contact information or<br />
receive reports that include student contact information.<br />
Applicable only if you have a subscription to Rapidconnects. If set to<br />
Yes, the user can use special features to expedite certain types of<br />
calls. If set to No, this user cannot launch calls to Rapidconnects.<br />
If set to Yes, the user can send calls outside of the allowed calling<br />
times.<br />
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The Cascade Calling Feature<br />
When setting up any message, you can deliver the message to all contacts, meaning all<br />
telephone numbers selected for calling, or you can cascade contacts. In the past,<br />
messages were delivered to all contacts imported. Because it is possible to import many<br />
telephone numbers per student, often parents received the same message on several<br />
different telephones.<br />
Cascade Calling calls all priority 01 numbers, but stops calling additional numbers<br />
when the message is delivered successfully.<br />
Contact priorities<br />
To use Cascade Calling most effectively, it is important to understand how contact<br />
priorities work. You can assign priorities 01-99 to all contacts in the Address Book,<br />
where 01 is the highest priority, and 99 is the lowest.<br />
• The student (household) record in the Address Book is always considered<br />
Priority 01. This record contains a primary telephone number (usually Home)<br />
and up to two secondary numbers (Mobile and Alternate).<br />
• Each student record can also be linked to multiple contacts. Each of these<br />
contacts may also have up to three telephone numbers. You can assign priorities<br />
to contacts, either individually, record by record, or globally based on the<br />
relationship code. To assign priorities globally by relationship code, from the<br />
Address Book window, click Contact Seq.<br />
• You can also assign the order in which to attempt each type of telephone number:<br />
Home, Mobile, or Alternate. To assign an order to telephone number types, from<br />
the Address Book window, click Contact Seq, then select the Phone Sequence<br />
tab.<br />
How cascade calling works<br />
When you choose cascade calling, <strong><strong>School</strong>Connects</strong> delivers the message to all contacts<br />
marked with Priority 01. In addition, <strong><strong>School</strong>Connects</strong> also attempts to call all selected<br />
telephone numbers marked with Priority 02-99 until it delivers the message to either a<br />
Priority 02-99 number or to a Priority 01 number.<br />
When a call is delivered to any telephone number, all of the additional non-Priority 01<br />
numbers associated with the same student are labeled as Cascade Completed. No<br />
further attempts are made to call non-priority 01 numbers. However, <strong><strong>School</strong>Connects</strong><br />
continues to attempt Priority 01 contacts until the message is delivered to all of them.<br />
Note that one contact in the Address Book may have up to three telephone numbers.<br />
When <strong><strong>School</strong>Connects</strong> delivers the message to any one of the numbers belonging to a<br />
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Priority 01 contact, the remaining telephone numbers for that contact are marked<br />
Cascade Completed and no further attempts are made.<br />
For example, if Mother is a Priority 01 contact and she has a home telephone, a mobile<br />
telephone, and a work telephone, and <strong><strong>School</strong>Connects</strong> delivers the message to the<br />
mobile phone, no attempt is made to call Mother’s home or work numbers. If Father is<br />
also a Priority 01 contact and also has a home telephone, mobile phone, and work<br />
telephone, even though the message has been delivered to Mother’s mobile phone,<br />
<strong><strong>School</strong>Connects</strong> still attempts to call Father’s three numbers until the message is<br />
delivered to one of them.<br />
The student (household) record in the Address Book is always considered Priority 01.<br />
This cannot be changed. If only the student Primary and Secondary telephone numbers<br />
are imported, <strong><strong>School</strong>Connects</strong> attempts all three numbers until the message is<br />
delivered to one of them. Then it marks the other telephone numbers for that student<br />
as Cascade Completed and makes no further attempts.<br />
If only contacts are selected for import and no contact is defined as Priority 01, then as<br />
soon as the message is delivered to any one of the telephone numbers available, no<br />
further attempts are made to any of the other telephone numbers for that student.<br />
RELATED LINKS:<br />
About Cascade Calling<br />
Cascade calling sequence<br />
If Student Primary and Secondary telephone numbers and all relative telephone<br />
numbers are selected for calling:<br />
1) The first call attempt is made to the first call sequence telephone number for each<br />
student in the Address Book. If Call Sequence is not defined, the home phone<br />
number is attempted first. The mobile or alternate telephone numbers are<br />
attempted only if the message is not delivered to the home telephone number.<br />
2) Next attempted is the first call sequence telephone number available for the first<br />
contact labeled Priority 01.<br />
3) Then the second or third call sequence telephone numbers available for the first<br />
priority 01 contact are attempted. If priority 01 contacts have no secondary<br />
numbers, <strong><strong>School</strong>Connects</strong> starts calling the first call sequence telephone<br />
numbers for the next priority 01 contact.<br />
4) If and when all telephone numbers for all priority 01 contacts have been<br />
attempted but not delivered, <strong><strong>School</strong>Connects</strong> begins calling the next-highest<br />
priority telephone numbers in the defined Call Sequence order.<br />
5) In each round, <strong><strong>School</strong>Connects</strong> attempts the highest priority number that was<br />
not yet attempted or has had the fewest attempts.<br />
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The Telemarketer Zapper<br />
People can buy devices to connect to their home telephones that block calls from<br />
automated dialing systems, such as the predictive dialers used by telemarketers. These<br />
are very simple devices that emit a tone when any call comes in. The tone sounds like<br />
the beginning of the tri-tone that precedes a message saying the number you are dialing<br />
is out of service, or that you dialed the number incorrectly.<br />
Automated dialing systems hang up when they hear this tone and the family at home<br />
never even hears the telephone ring. This works wonderfully to prevent receiving<br />
unwanted calls from telemarketers.<br />
When <strong><strong>School</strong>Connects</strong> hears this zapper tone, it continues to deliver the message. If<br />
there really is a telemarketer zapper device involved, a person may actually receive the<br />
call. If this person presses a key to confirm receipt, <strong><strong>School</strong>Connects</strong> reports the call as<br />
Delivered - Verified. However, if nobody presses a key, the call is reported as Tri-Tone<br />
Ignored. You should verify and correct all telephone numbers reported as Tri-tone<br />
ignored.<br />
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A<br />
Address Book<br />
choosing recipients from 58<br />
description of 11<br />
difference from contact list 26<br />
field descriptions 154<br />
household information 12<br />
icons<br />
description of 11<br />
importing new 98<br />
manually add student to 100<br />
manually delete a student from 101<br />
relative contact data 13<br />
relative fields description 155<br />
searching for a student in 99<br />
select a grade 58<br />
selecting individuals 59<br />
sending to everybody 58<br />
student record 12<br />
updating 98<br />
announcements<br />
adding recipients to 73<br />
changing settings 79<br />
creating<br />
from canned message 63<br />
your own message 46<br />
creating reusable 82<br />
emergency 16<br />
expiry of 20<br />
listening to sample call 73<br />
overview 14, 16<br />
reactivating 78<br />
reusing 84<br />
sending again 80<br />
sending again to same recipients 80<br />
sending new to same recipients 81<br />
sending sample emails 74<br />
stopping 72<br />
suspending 72<br />
to all grade 9s 58<br />
to all students 58<br />
to entire contact list 60<br />
to individuals 59, 61<br />
to list from import file 62<br />
to subset of contact list 60<br />
types of 16<br />
viewing list of recipients 72<br />
viewing progress of 75<br />
ways to create 16<br />
when delivered 16<br />
attendance messages<br />
creating template 110<br />
description of 15<br />
listening to responses 77<br />
shortcut 85<br />
stopping automated 32<br />
template defaults 114<br />
C<br />
call responses<br />
listening to 77<br />
call-in messages<br />
overview of 18<br />
Call-In Messages report<br />
obtaining 146<br />
Call-In Profile report<br />
obtaining 145<br />
call-in profiles<br />
example 19<br />
overview of 18<br />
reference card 18<br />
setting up 123<br />
calling lists<br />
changing 95<br />
creating 88, 95, 98, 100, 101, 102, 104<br />
calling times<br />
for messages 21<br />
calls<br />
restricting 105<br />
canned message templates<br />
creating 115<br />
canned messages<br />
creating an announcement 63<br />
overview of 17<br />
template defaults 118<br />
when delivered 17<br />
cascade calling feature<br />
description of 162<br />
Change <strong>School</strong><br />
description of 7<br />
contact lists<br />
changing 95<br />
choosing recipients from 60<br />
creating 88, 95, 98, 100, 101, 102, 104<br />
difference from Address Book 26<br />
overview of 25<br />
selecting a subset 60<br />
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selecting entire list 60<br />
selecting individuals 61<br />
contacts<br />
choosing from Address Book 58<br />
importing from file<br />
overview 30<br />
D<br />
district administrator<br />
description 28<br />
permissions 29<br />
district user<br />
description 28<br />
Do-Not-Call lists<br />
overview of 31<br />
E<br />
email times<br />
overview 22<br />
emails<br />
sending sample 74<br />
Emergency messages<br />
combined with other messages 16<br />
overview of 16<br />
preempting other messages 16<br />
reusing 84<br />
when delivered 16<br />
explanation message<br />
description of 9<br />
Export Call Responses report<br />
obtaining 143<br />
F<br />
file specifications<br />
creating 119<br />
files<br />
defining import files 119<br />
supported file types 30<br />
G<br />
global Do-Not-Call lists 31<br />
H<br />
Home<br />
description of 7<br />
I<br />
icons<br />
description of 158<br />
import files<br />
defining fields in 119<br />
mapping fields in 119<br />
sending to list 62<br />
supported file types 30<br />
M<br />
message expiry<br />
overview of 20<br />
message history report 149<br />
message restriction<br />
types 32<br />
messages<br />
about stopping 32<br />
absence 15<br />
adding recipients to 73<br />
attendance 15<br />
attendance template defaults 114<br />
calling times 21<br />
cancelling 72<br />
canned 17<br />
changing settings 79<br />
creating attendance template 110<br />
creating reusable 82<br />
default period absence<br />
message text 15<br />
email times 22<br />
expiry of 20<br />
icon description 158<br />
late 15<br />
launched by telephone 18<br />
listening to call responses 77<br />
listening to sample call 73<br />
reactivating 78<br />
restricting 105<br />
restrictions of 32<br />
reusing 84<br />
sending again 80<br />
sending again to same recipients 80<br />
sending new to same recipients 81<br />
sending sample emails 74<br />
stopping 72<br />
suppression of 32<br />
suspending 72<br />
tardy 15<br />
types of 14<br />
types that can be restricted 32<br />
viewing list of recipients 72<br />
viewing progress of 75<br />
working with existing 72<br />
N<br />
name message<br />
description of 9<br />
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description of 7<br />
Need Help option<br />
description of 8<br />
Notification Task report<br />
obtaining 141<br />
O<br />
online reports<br />
obtaining 139<br />
P<br />
passwords<br />
changing 41<br />
permissions<br />
description of 160<br />
phone numbers<br />
preventing calls to 102<br />
PIN<br />
status reports 135<br />
profiles<br />
creating 123<br />
overview of 18<br />
Q<br />
Quick Attendance<br />
using 85<br />
R<br />
recipients<br />
viewing list of 72<br />
relative contact data<br />
description of 155<br />
relative contact information 13<br />
reports<br />
call history 149<br />
call-in messages 146<br />
call-in profile 145<br />
description of 132<br />
email history 149<br />
emailing 136<br />
export call responses 143<br />
list of available 132<br />
message history 149<br />
notification task 141<br />
obtaining via email 136<br />
scheduling recurring 147<br />
status used in 134<br />
viewing 136<br />
viewing online 139<br />
when PIN is required 135<br />
Reports option<br />
description of 8<br />
restriction schedules<br />
canceling 106<br />
changing 106<br />
creating 105<br />
reusable announcements<br />
creating 82<br />
S<br />
sample calls<br />
listening to 73<br />
overview 73<br />
sample emails<br />
sending 74<br />
school administrator<br />
description 28<br />
school announcement settings<br />
description of 159<br />
school code<br />
description of 9<br />
school Do-Not-Call lists<br />
overview of 31<br />
school name recording<br />
changing 40<br />
school properties 9<br />
editing 40<br />
school user<br />
description 28<br />
<strong><strong>School</strong>Connects</strong><br />
web interface 6<br />
<strong><strong>School</strong>Connects</strong> window<br />
description 6<br />
schools<br />
code 9<br />
creating 38<br />
description of 9<br />
explanation message 9<br />
name message 9<br />
properties 9<br />
Send Message<br />
description of 7<br />
Settings option<br />
description of 8<br />
status<br />
used in reports 134<br />
viewing 75<br />
student contact data<br />
description of 154<br />
student contact information 12<br />
student contacts<br />
<strong><strong>School</strong>Connects</strong>Web Users’ Guide 1<strong>67</strong>
editing 13<br />
student data<br />
importing to Address Book 98<br />
student information system<br />
importing to Address Book 98<br />
student properties<br />
description of 12<br />
students<br />
locating in Address Book 99<br />
manually add to Address Book 100<br />
manually delete from Address Book 101<br />
preventing calls to 102<br />
surveys<br />
listening to call response 77<br />
T<br />
tasks<br />
adding recipients to 73<br />
viewing recipients 72<br />
working with 72<br />
telemarketer zapper<br />
description of 164<br />
telephone numbers<br />
preventing calls to 102<br />
templates<br />
canned message defaults 118<br />
creating attendance 110<br />
creating canned message 115<br />
U<br />
user accounts<br />
changing passwords 41<br />
creating 43<br />
deleting 45<br />
overview of 28<br />
types of 28<br />
User Manager<br />
overview of 28<br />
user permissions<br />
description of 160<br />
user properties<br />
overview of 28<br />
users<br />
adding new 43<br />
deleting 45<br />
permissions 160<br />
V<br />
View Messages options<br />
description of 7<br />
W<br />
web interface<br />
description of 6<br />
weekday call times 21<br />
weekday email times 22<br />
weekend call times 21<br />
weekend email times 22<br />
Z<br />
zapper<br />
description of 164<br />
168 <strong><strong>School</strong>Connects</strong>Web Users’ Guide