ESD Portal: Parent View User Guide - Schoolwires
eSD Portal: Parent ViewUser Guidev. 5.9.0Copyright 2002-2018 eSchoolData, LLC All rights reserved.
eSchoolData Student Management SystemeSD PORTAL: PARENT VIEWTABLE OF CONTENTSOverview . 3Parent Portal Login Page . 3Online Registration .4Parent Portal Registration. 10Logging In . 12Getting Help . 13Navigating the Portal . 14Messages. 16Contact Verification . 19Student Information Pages . 22Profile Tab . 22Attendance Tab . 25Schedule Tab . 26Discipline Tab . 26Immunization Tab . 27Transcript Tab . 27Report Card Tab . 28Buses Tab . 28Course Requests Tab . 29Gradebook Tab . 30Progress Report Tab . 31Assessments Tab . 32Fees Tab . 32Elem Report Card Tab . 33Custom Elem Report Card Tab . 33Standards-Based Report Card Tab . 34Standards-Based Progress Report Tab . 34Updating Account Info . 35eSchoolData, LLCCopyright 2002-20182
eSchoolData Student Management SystemeSD PORTAL: PARENT VIEWOverviewThis guide provides parents/guardians with a step by step guide outlining the navigation anduse of the parent portal. The eSchoolData Parent Portal is a cutting-edge communications tooldesigned to increase your involvement in your student's education using the power ofinformation. The eSchoolData Parent Portal allows for instant online access to current, relevantinformation that will enhance your involvement with your student’s academic career.Parent Portal Login PagePlease refer to your school district’s website for an existing Parent Portal Link. If your districthas not created a Parent Portal link on the school’s website, please contact them for the URL.The Login Page will contain login fields and either an Online Registration link or a Parent PortalRegistration link, depending on how the district has configured their Parent Portal.Online Registration link:Note:A Parent Portal Login pagecustomized with district’schoice of text and image.Parent Portal Registration link:Note:The uncustomized ParentPortal Login page displaysthe most recent winningstudent’s entry from theeSchoolData Login PageArt Contest.eSchoolData, LLCCopyright 2002-20183
eSchoolData Student Management SystemeSD PORTAL: PARENT VIEWIf you have been given a User ID and temporary Password by the district, please go to LoggingIn on page 12.If you do NOT have a User ID and Password, and the Login Page displays an Online Registrationlink, please go to Online Registration on page 4. If the Login Page displays a Parent PortalRegistration link, please go to Parent Portal Registration on page 10.Online RegistrationThe Online Registration link is used by parents who are new to the district and need to registertheir students. If your students are already registered in the district but you have not beengiven a User ID and Password, please contact the district.If you are new to the district, click the Online Registration link to register your household andstudents.Note:If the district did notcustomize the backgroundimage on the Parent PortalLogin page, it displays themost recent winningstudent’s entry from theeSchoolData Login PageArt Contest.The Online Registration Application Form will open, with four tabs: Household Information,Contact Information, Student Information, and Account Information.When provided by the district, a list of available language translations is displayed in the upperright-hand corner of the form. Click the applicable language to view the translated form.If the Online Registration Application Form is launched via the Register New Student buttonAFTER the parent has logged in to the Portal, the Household Information and ContactInformation tabs will be pre-filled with data currently in the system.eSchoolData, LLCCopyright 2002-2018Note:Once a translation isdisplayed, English replacesthe selected language inthe list of languageoptions.Note:The required fields on eachTab may vary from thesample screenshots on thefollowing pages, based onthe district’s settings.4
eSchoolData Student Management SystemeSD PORTAL: PARENT VIEWHousehold Information TabEnter the Registration Date, household Surname and Language, and the Household PhysicalAddress.In the Household Mailing Address section, check Mailing Address Same as Household PhysicalAddress (if applicable); otherwise enter the needed mailing address information.Enter the Primary Household Phone, and any other required information (indicated by a redasterisk *), then click Next to move to the Contact Information tab.Note:If the Register New Studentbutton is used to launch theOnline Registration form,the Household Informationtab will be pre-filled withdata currently in thesystem.Note:Click the Calendar iconto select and enter the datein the correct format(mm/dd/yyyy).Click the Menu icontoopen the menu, or starttyping in the field to displaya list of matching options.eSchoolData, LLCCopyright 2002-20185
eSchoolData Student Management SystemeSD PORTAL: PARENT VIEWGuardian Contacts TabEnter the requested information for the first parent/guardian in the household. In the ContactMailing Address section, check Mailing Address Same as Household Mailing Address whenapplicable; otherwise enter the needed mailing address information.When finished entering all required information for the first contact, click Add AdditionalContact to add another Parent/Guardian.Note:If the Register New Studentbutton is used to launch theOnline Registration form,the Guardian Contacts tabwill be pre-filled with datacurrently in the system.When finished entering all Guardians, click Next to move to the Student Information tab.Note:eSchoolData recommendsadding, at a minimum,one Guardian.Note:Click Add Phone or AddEmail to add additionalphone and/or email recordsfor the Contact.Check Primary for the emailaddress that should be usedfor Portal communications.Contact Email is requiredonly for the GuardianContact that is signing theapplication.eSchoolData, LLCCopyright 2002-20186
eSchoolData Student Management SystemeSD PORTAL: PARENT VIEWEmergency Contacts TabEnter the requested information for the first emergency contact for the household. In theContact Mailing Address section, check Mailing Address Same as Household Mailing Addresswhen applicable; otherwise enter the needed mailing address information.When finished entering all required information for the first contact, click Add AdditionalContact to add another Emergency Contact.When finished entering all Emergency Contacts, click Next to move to the Student Informationtab.Note:If the Register New Studentbutton is used to launch theOnline Registration form,the Emergency Contactstab will be pre-filled withcontacts currentlyassociated to students inthe household.Note:eSchoolData recommendsadding, at a minimum,one Emergency Contact.Note:Click Add Phone to addadditional phone recordsfor the Contact.eSchoolData, LLCCopyright 2002-20187
eSchoolData Student Management SystemeSD PORTAL: PARENT VIEWStudent Information tabEnter the required information for the first student in the household that needs to beregistered. Select the first Guardian Contact from the Contacts entered on the ContactInformation tab. When finished, click Add Guardian Contact to add another Guardian, whenapplicable. Select the first Emergency Contact, then click Add Emergency Contact if needed.When finished, click Add Additional Student to enter the required information for the nextstudent in the household.When finished entering information for all students in the household, click Next to move to theContact Information tab.Note:ONE Guardian Contact andONE Emergency Contactare required, at a minimum,for EACH student.eSchoolData, LLCCopyright 2002-20188
eSchoolData Student Management SystemeSD PORTAL: PARENT VIEWAccount Information tabRead the Parent Portal User Agreement (when provided) and check I Agree, then select theGuardian Contact who will be signing the Agreement. Enter the Guardian’s Signature and selectthe Submit Date, then click Submit.Note:An Email Address isrequired for the GuardianContact signing theAgreement.An email (to the Contact selected on the Account Information tab) will automatically begenerated when the Online Registration application is submitted, and again when theapplication is approved or denied.If the Online Registration Application is approved, Parent Portal accounts will be automaticallygenerated for each new Guardian with Correspondence checked AND an Email Addresschecked as Primary. Emails will automatically be sent to Guardians with new Portal accounts,containing their User ID and a temporary Password, along with a link to activate the account.eSchoolData, LLCCopyright 2002-20189
eSchoolData Student Management SystemeSD PORTAL: PARENT VIEWParent Portal RegistrationTo request a parent/guardian portal account, click the link on the home page where it says“Parent Portal Registration.”Note:The uncustomized ParentPortal Login page displaysthe most recent winningstudent’s entry from theeSchoolData Login PageArt Contest.A Parent Portal Registration Form will open.Enter the required information (indicated by a red asterisk* before the field name) on theAccount Information screen, then click Create Account Information.Note:Username is restricted tomax 254 characters andPassword is restricted tomax 50 characters.The Username CANNOTinclude any of thefollowing characters:!@# % &*() -[]{} ?Tip:Keep a record of theUsername and Passwordthat you enter. You’ll needthem to log in once theaccount is approved.eSchoolData, LLCCopyright 2002-201810
eSchoolData Student Management SystemeSD PORTAL: PARENT VIEWEnter the required information on the Personal Information screen and click Create PersonalInformation.Complete the required information in the Add Student section of the Student Informationscreen and click Add Student to the above list. After adding your students, click FinishRegistration!Note:Only one student isrequired to verify youridentity. All your studentswill be listed on theaccount when approved.A confirmation message will display stating that the Parent Portal registration has beensuccessful. Once the account request has been approved by the school district, an email will besent from the school district to the email address listed on the registration form.The account approval email will contain their User ID and a temporary Password, along with alink to activate the account.eSchoolData, LLCCopyright 2002-201811
eSchoolData Student Management SystemeSD PORTAL: PARENT VIEWLogging InIf the parent/guardian has received an email with their User ID and temporary Password, clickthe link in the email to verify the email address. Once the email address is verified, click Loginto login to the account using the provided credentials.If the district has auto-generated the portal account, the User ID and temporary Passwordprovided by the district should be used to login for the first time.Important:Portal accounts are lockedautomatically after five (5)failed login attempts, anda “locked account” email isautomatically sent to theuser’s Primary emailaddress.Users will be directed tocontact their district tounlock the account.Note:To change a forgottenPassword, click the “ForgotPassword?” link. An emailwill be sent to the PrimaryEmail associated to yourportal account.The background image onthe Parent Portal Loginpage may change with theseasons.Upon first login, the District’s Terms of Use should be read. Click I Agree at the bottom of theAgreement to proceed further.eSchoolData, LLCCopyright 2002-2018Note:Parents/Guardians will beprompted to Agree to theDistrict’s Terms of Useeach time the Terms areamended.12
eSchoolData Student Management SystemeSD PORTAL: PARENT VIEWAfter agreeing to the Terms of Use, if the Parent Portal account has been auto-generated by thedistrict, users will be required to establish a new Password, and enter a Primary Email Address(if missing). Users will also have the option to Use this E-Mail address as my User Name. ClickSave when finished.Note:The Primary Email Addressis the email address towhich “Forgot Password?”emails will be sent.An error message will begenerated if the PrimaryEmail Address is notspecified, or is alreadybeing used for anotheraccount as a User Name ora Primary Email Address.Getting HelpUsers can get help both before and after logging in to the eSD Parent Portal. From the Loginscreen, click the link where it says “F.A.Q.” to access the eSchoolData Parent Portal F.A.Q.eSchoolData, LLCCopyright 2002-201813
eSchoolData Student Management SystemeSD PORTAL: PARENT VIEWOnce logged in to your Portal account, click the Help icon in the upper right corner of theParent Portal screens to access the eSchoolData Parent Portal F.A.Q.The F.A.Q. provides portal account holders with answers to commonly asked questions.Note:When the eSchoolDataParent Portal F.A.Q. isaccessed AFTER logging into the Parent Portal, clickthe Home icontoreturn to the Home Page.The icons at the top willNOT be available when theF.A.Q. is accessed from theLogin screen.Navigating the PortalA successful login displays the Portal Homepage, which allows the portal account holder to seea list of their Student(s), view District/School Announcement(s) and access any District/SchoolDocument(s).On the left side of the screen, Parents/Guardians can view a log of their Recent Activities. Onthe top right side of the screen, the icon bar displays icons for Home , My Account , Helpand Logout .Click on a hyperlinked Student ID Number in the list of My Students to view that student’sinformation pages (defaults to the student’s Profile Tab). Click the Inbox icon or the NewMessage icon to access the Messages Inbox for the specified student.Note:The My Students listincludes graduatedstudents for one yearfollowing graduation.Note:For more informationabout the Profile Tab andthe other information tabs,see pages 22 - 34.For more informationabout the Messages Inbox,see Messages on page 16.eSchoolData, LLCCopyright 2002-201814
eSchoolData Student Management SystemeSD PORTAL: PARENT VIEWIf enabled by your district, the My Students list displays a Register New Student button, whichallows you to begin the registration process online for additional students in your family. Formore information, see Online Registration on page 4.If enabled by your district, the My Students list displays the Lunch Balance for each child, andthe date that the Lunch Balance was last updated.Lunch Balances also display on the applicable student’s Fees tab (below), but are not includedin the Fees Total Balance.Note:Lunch Balances display onthe Fees tab, but are notincluded in the Fees TotalBalance.Click the My Account icon to update your portal account information (passwords,usernames, and primary email addresses), plus additional information as permitted by yourdistrict. For more information, see Updating Account Info on page 35.eSchoolData, LLCCopyright 2002-201815
eSchoolData Student Management SystemeSD PORTAL: PARENT VIEWMessagesThe Messages function allows parents/guardians to communicate with staff members about aspecific student. Parents/guardians can access the Messages inbox for a student in two ways:from the My Students list on the Portal homepage and from the icon toolbar when viewing thestudent’s information.On the Portal homepage, the Messages icon will display as an Inbox icon , when there are nonew messages about that student, or as a New Message icon . Click the Messages icon toaccess the Messages Inbox for the specified student.On the student information pages, the Messages icon will display in the icon bar at top right,and may be followed by a red numeral to indicate the number of new messages (whenapplicable). Click the Messages icon to view a summary of recent messages for that student,with most recent messages listed first. The New Thread icon will display on each unreadmessage. Click a message to open both the Messages Inbox and that message, or click AllMessages to open the Messages Inbox.eSchoolData, LLCCopyright 2002-201816
eSchoolData Student Management SystemeSD PORTAL: PARENT VIEWMessages InboxThe Messages Inbox displays all messages related to the selected student, from the mostrecent to the oldest. The New Thread icon will display on each unread message. Click theFavorite icon to bookmark a message thread. Type a search term in the Search Messagesfield and click the Search icon to filter the list of messages. Click a message to view themessage thread details and/or reply to the message.Tip:Click your browser’s Backbutton to exit theMessages Inbox andreturn to the previouspage (Portal homepage orstudent information page).Note:Click a column header toSort Ascending by thatcolumn, click the headeragain to Sort Descending.The existing Message window is divided into two areas: the message thread details at top andthe reply field below, with the Editor toolbar at the top of the reply field. Type your response inthe reply field and click Reply to send the response to all participants in the conversation.Note:The Editor toolbar allowsusers to customize the textappearance, insert a link,and/or create lists.If the message was generated from the Classic Teacher Interface (instead of the TeacherConnect Interface), clicking Reply will open an Information window, stating that “Reply is notavailable for this message. Please compose a new message to respond.” Click OK, then Cancelthe reply.Note:The Classic TeacherInterface has limitedmessaging capability thatdoes not include messagethreads.Tip:Copy the text of your replybefore clicking Cancel, andthen paste it into the newmessage window.eSchoolData, LLCCopyright 2002-201817
eSchoolData Student Management SystemeSD PORTAL: PARENT VIEWNew MessageFrom the Messages Inbox, click Compose to create a new message.In the Compose window, type your student’s name in the To field to display a list of all of theirteachers, then click a name to select the recipient. Repeat the process to select additionalrecipients to create a group message.Enter a Subject and the message body. The Editor Toolbar allows users to customize the text,insert a link, or create lists. When finished, click Send.eSchoolData, LLCCopyright 2002-201818
eSchoolData Student Management SystemeSD PORTAL: PARENT VIEWContact VerificationWhen enabled by the district, the Contact Verification Form allows custodial Guardians toupdate their student’s contacts online.Click the Contact Verification button on the student’s Profile page to open their ContactVerification Form.If Contact Verification is both enabled AND enforced, the Contact Verification Form willautomatically open when custodial Guardians try to access the student’s Profile pages. Thecustodial Guardian MUST update the student’s contacts in order to access their Profile pages.The Contact Verification Form has sections for Student Information, Household Information,Guardian Information (Primary Guardian and Guardian 2, when both live in the household),Emergency Contact Information, Physician Information, Employer Information and (whenenabled) Additional Information.In the Student Information section, parents can add/update the student’s Cell Phone.In the Household Information section, parents can update the Household Phone. Click UpdateAll Linked Records to update the Home Phone record for all contacts (Guardian, HouseholdMember, and Emergency Contact) who have the Household Phone as their Home Phone.(Linked records display a Lock icon to the left of the applicable phone number.)Note:Enforcement of ContactVerification restricts accessto student information onboth the Parent Portal andMobile Parent sites.Note:Custodial guardians livingOUTSIDE the Householdcan update only theStudent Information andtheir personal GuardianInformation and EmployerInformation sections.They will NOT be able toview or update HouseholdInformation, EmergencyContact Information,Physician Information orAdditional Information.Important:Household Address andGuardian AddressesCANNOT be updated viathe Contact VerificationForm. Guardians mustcontact the school tochange their address.eSchoolData, LLCCopyright 2002-201819
eSchoolData Student Management SystemeSD PORTAL: PARENT VIEWIn the Guardian Information section, parents can update the Contact Priority, PhoneInformation and Email Information (Email Address, Email Type, Primary Email) for guardiansresiding in the household. Click the Collapse iconat the beginning of a guardian’sinformation to collapse that contact card; click the Expand iconto expand it again.Note:Guardians residing in thehousehold can VIEW (butNOT edit) the name andcontact priority ofguardians living OUTSIDEthe Household.Contact Priority sets theorder in which thestudent’s contacts arecalled.Phone Priority sets theorder for calling a person’sphones. This defaults tothe order in which phonenumbers are entered, butcan be changed.Guardians can specify aphone to be used forAttendance calls.In the Emergency Contact Information section, parents can add/delete/update emergencycontact information (Address is optional).Phone Extensions caninclude up to five (5) digits.The Primary Email is theemail address to which“Forgot Password?”emails, and other Portalcommunications, will besent.Note:Phone Extensions caninclude up to five (5) digits.If Address is checked, parents can indicate that the address is the Same as Student Household(which automatically hides the address entry fields), or add/edit the emergency contact’saddress.eSchoolData, LLCCopyright 2002-201820
eSchoolData Student Management SystemeSD PORTAL: PARENT VIEWIn the Physician Information section, parents can add/delete/update physician information(Address is optional, and functions the same as in the Emergency Contact section, but withoutthe Same as Student Household checkfield).Note:Phone Extensions caninclude up to five (5) digits.In the Employer Information section, parents can add/delete/update their employer’sinformation (Address is optional, functions same as Emergency Contact, but without the Sameas Student Household checkfield).Note:Phone Extensions caninclude up to five (5) digits.In the Additional Information section, parents can add/update any additional informationrequested by the district.Note:The Additional Informationsection is displayed ONLY ifenabled by the district.When finished, click Verify to submit the verified contact information; the changed records areautomatically updated in eSD .Note:When Contact Verificationis enforced, the parent’sverification restores accessto the student’s data, onboth the Portal and Mobilesites.Verification by ANYcustodial guardian restoresaccess to the student’s datafor ALL custodial guardians.eSchoolData, LLCCopyright 2002-201821
eSchoolData Student Management SystemeSD PORTAL: PARENT VIEWStudent Information PagesWhen a student’s ID number is clicked, the student’s Profile tab displays by default. Clickanother tab to bring up the corresponding information. All tabs may not be available, and theirorder may differ from these screenshots, depending upon your school district’s use of theeSchoolData system. If there are more tabs than the resolution of your screen will show, theends of the header row will display left and right scroll arrows, which will appear as inactive(greyed out) left or right arrows when there are no more hidden tabs.Tip:The Home tab (as well asthe Home iconin theicon bar at top right) willdisplay your PortalHomepage with the list ofyour Students and theAnnouncements.Hover your mouse over anicon to display a Tooltipwith the icon’s name.(Example: My Account)Profile TabThe Profile tab displays that student’s personal information and their Calendar, as well as anadditional Messages icon in the icon bar at top right. When applicable, the Messages iconwill be followed by a red numeral that indicates the number of new messages.Note:For more informationabout the Messages icon,see Messages on page 16.CalendarBy default, the calendar displays the current Month, and all District Level and School LevelEvents along with the selected child’s Assignments. Click the Forward and Back arrows todisplay another date range. If there are more events on a calendar date than can be displayed,that date box will show the More Events icon .eSchoolData, LLCCopyright 2002-201822
eSchoolData Student Management SystemClick the More Events iconeSD PORTAL: PARENT VIEWto open the Events box.Parents/guardians can change the amount of information displayed by checking/unchecking theEvent boxes. The following screenshots will display District Level Events only, School LevelEvents only, and Student Assignments only (on next page).eSchoolData, LLCCopyright 2002-201823
eSchoolData Student Management SystemeSD PORTAL: PARENT VIEWClick on an Assignment to open the Assignment Details window. The Grade (if shown) willdisplay as Earned/Possible Points. The description of the Assignment may contain ahyperlinked URL, if included by the teacher.Note:For more informationabout a specificassignment, open theGradebook tab.Parents/guardians can view the calendar by Day or Week, in addition to the default Monthview, as shown below.eSchoolData, LLCCopyright 2002-201824
eSchoolData Student Management SystemeSD PORTAL: PARENT VIEWAttendance TabClick the Attendance tab to view the student’s Attendance. Display of students’ Daily/PeriodAttendance, Comments and Attendance Events is based on settings established by the district.Click the Print iconattendance note.to print the student’s attendance, or the Print Note iconto print anNote:The Attendance Note andStudent Attendance mustbe printed in landscapewith no margins to avoidcutting off the printout.The tooltip displayed whenusers hover-over each iconincludes this information.eSchoolData, LLCCopyright 2002-201825
eSchoolData Student Management SystemeSD PORTAL: PARENT VIEWSchedule TabClick on the Schedule tab to view the student’s schedule. The Partially Scheduled icondenotes the student has been pulled out of that class for a given day pattern. The pull out daypattern(s) will be missing. If a teacher has enabled the eSD webpage functionality, a link to theteacher’s webpage will display in the Webpage column. Click the Print iconto print thestudent’s schedule.Note:If the district has opted todisplay a custom-formatSchedule, the page layoutmay differ.If the user is accessing thispage using a Safaribrowser, a link to the Edgedocument may appearinstead of the document.Click the link to access thedocument in a newwindow.Note:The teacher’s webpage willdisplay ALL classes for thatteacher. Select theappropriate class from theleft-side column to viewthat class’ webpage.Discipline TabClick on the Discipline tab to view the student’s discipline history
To change a forgotten Password, click the “Forgot Password?” link. An email will be sent to the Primary Email associated to your portal account. The background image on the Parent Portal Login page may change with the seasons. Important: Portal accounts are locked five (
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