Your district's first year on SameGoal, they may decide to load key program data into SameGoal, creating "stub" documents. These "stub" documents create real documents in SameGoal, and fill them out with the most basic program information based on documents in your old system.
This helps to set program participation and deadlines, but most of the fields in the document are left blank.
Usually, when "stub" documents are loaded into SameGoal, they are assigned to an Archives account. In order to reassign these documents to have a different owner, you can bulk reassign them.
Steps
To bulk reassign documents:- Navigate to the All page.
- Use the filters to search for the documents you wish to reassign and select them. You can only reassign documents to one user at a time, so select documents based on who they should be reassigned to.
- Once you have selected the documents, go to Share > Update Collaborators.
- While on the Share tab, search for the new owner on the Add Collaborator side.
- Click on their name to add them to the Collaborative Team.
- Change their permission to Is Owner.
- Remove Archives by changing the permission to Remove.
- Click Save.
lightbulb Tip
An admin user can search for the
Archives account on the
Users page, and click on the
Archives account to be brought to its
Documents tab. This page will show all documents on the
Archives caseload (as opposed to searching for
Archives documents on the
All page.)
In SameGoal, you can see upcoming deadlines on the Deadlines page. However, by default, you will only see deadlines that have been assigned to you. If Archives is listed as the owner for the "stub" documents in your system, the deadlines will be assigned to the Archives account. But it might still be helpful for you to view these deadlines.
Steps
To display view all deadlines:- Go to the Deadlines page.
- While viewing the calendar, click on the Assigned to me dropdown.
- Click on All. The calendar will switch and show you all deadlines for any student who you have an educational interest in.
You may also have access to run deadlines reports. Go to the Reports page, select the special program you'd like to view deadlines for, select Deadlines, and run the report.