| Getting Started (20 minutes) |
| Introduction to SameGoal | 5 minutes | - Discussion: What is SameGoal?
- Discussion: Why the district is moving to SameGoal
- Discussion: Overview of training
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| Logging In | 10 minutes | - Discussion: How does login work for the district?
- Activity: Log into SameGoal
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| Screen Overview | 5 minutes | - Discussion: Working with test data
- Discussion: Left menu navigation
- Activity: Check building permissions
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| Creating Documents (10 minutes) |
| Search for Students | 4 minutes | - Discussion: Navigating to a student's Documents tab
- Activity: Search for your test student
- Discussion: Tabs on a student's page
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| Create a New Document | 4 minutes | - Discussion: Create new dropdown
- Activity: Make sure you have the correct form permissions
- Discussion: If a student needs to be evaluated for Section 504
- Activity: Create a referral for your test student
- Discussion: When a document is created
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| Autosave | 2 minutes | - Discussion: SameGoal automatically saves changes made to a document
- Activity: Explore autosave
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| Completing Documents (10 minutes) |
| Completing a Document | 5 minutes | - Discussion: All required fields must be filled out
- Activity: Complete a document
- Discussion: When a document is completed
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| Program Participation | 2 minutes | - Discussion: Student will be under eligibility review for Section 504
- Activity: View a student's Programs tab
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| Deadlines | 3 minutes | - Discussion: See info by hovering over the program badge
- Activity: View a student's Deadlines tab
- Discussion: Deadlines calendar
- Activity: View the Deadlines calendar
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| Parent Communication (10 minutes) |
| Consent to Evaluate | 3 minutes | - Discussion: You will need to obtain consent to evaluate
- Activity: Create a Consent to Evaluate document
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| Overview | 1 minutes | - Discussion: Demographics information is automatically populated
- Discussion: Moving through a document
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| Share With Parents | 3 minutes | - Discussion: Documents can be shared with parents electronically
- Activity: Share your document with a parent
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| Prior Written Notice | 3 minutes | - Discussion: You will need to send a Prior Written Notice to the parents
- Activity: Create and begin filling out a Prior Written Notice
- Discussion: Once the documents are completed, a new deadline will be triggered
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| Collaboration (15 minutes) |
| Evaluation | 2 minutes | - Discussion: An Evaluation document will need to be created
- Activity: Create and begin filling out an Evaluation
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| Sharing a Document | 4 minutes | - Discussion: Documents can be shared with other users
- Activity: Share a document with another user
- Discussion: Permission levels
- Discussion: When a document is shared with you
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| Collaborative Editing | 5 minutes | - Discussion: Users can work in one document simultaneously
- Activity: Work in a document with another collaborator
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| Chat | 2 minutes | - Discussion: In-application chat allows staff members to securely message
- Activity: Send a message using the Chat feature
- Discussion: Chat is not attached to a specific document or student
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| Document History | 2 minutes | - Discussion: Each document has a Document History panel
- Activity: View events in the Document History panel
- Discussion: Document History is helpful in several ways
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| Authoring Documents (15 minutes) |
| Invite Parents to Meeting | 3 minutes | - Discussion: You'll need to invite the parents to a meeting to develop the plan
- Activity: Create and begin filling out a Notice of 504 Team Meeting.
- Discussion: After filling out the document, it will need to be shared with the parents
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| Initial Plan | 3 minutes | - Discussion: The 504 team should begin developing the plan
- Activity: Create and begin filling out the Section 504 plan
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| Rich Text Editing | 3 minutes | - Discussion: When you click into a field, you will be able to format your text
- Activity: Add text to a document and format it
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| Add and Remove Sections | 3 minutes | - Discussion: Add buttons allow you to include additional sections and fields
- Activity: Add and remove a section
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| Attachments | 3 minutes | - Discussion: You can upload files and include them as attachments on documents
- Activity: Add an attachment
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| Bank Values (10 minutes) |
| User Banks | 5 minutes | - Discussion: SameGoal has functionality to store frequently used text, which support name and pronoun substitution
- Activity: Create and use a user bank value
- Discussion: Saved banks are available in every document of the same form type
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| District Banks | 5 minutes | - Discussion: District banks are made by admin and are available to all users
- Discussion: District and user banks can utilize topics and keywords
- Demonstration: Show how to create topics and keywords
- Discussion: District banks can be added as default values
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Meetings and Signatures (15 minutes) | | Validations | 5 minutes | - Discussion: Documents run validation checks
- Activity: Explore validation checks
- Discussion: Validation Mode allows you to quickly go through remaining errors
- Activity: Enter into Validation Mode
- Discussion: Documents can't be completed until all validation checks pass
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| Holding Meetings | 3 minutes | - Discussion: It's recommended you enter into Meeting Mode for meetings
- Activity: Share a meeting and enter into Meeting Mode
- Discussion: Parents can follow along electronically during a meeting
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| Signatures | 4 minutes | - Discussion: Documents can be signed electronically
- Activity: Electronically sign your document
- Discussion: Signatures can be saved to your account to "stamp" into signature fields
- Activity: Store your signature
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| Translation | 3 minutes | - Discussion: Documents can be translated directly within SameGoal
- Activity: Request a document translation
- Demonstration: Show a translated document
- Discussion: Meeting recordings can be uploaded as an attachment to the document
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| Additional Tools (10 minutes) |
| Printing a Document | 5 minutes | - Discussion: Documents can be previewed, printed, or downloaded at any point
- Activity: Print a document with attachments
- Discussion: Documents will have a DRAFT watermark before they are marked complete
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| Clerical Errors | 1 minute | - Discussion: Documents can be marked incomplete by admin users
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| Amendments | 4 minutes | - Discussion: To make a significant change, documents can be amended
- Demonstration: Create a formal amendment
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| Wrap Up (5-30 minutes) |
| Support | 5 minutes | - Discussion: SameGoal has many online support resources
- Activity: Access SameGoal's support resources
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| Questions | Varies | - Discussion: Ask questions
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| Explore Your Environment | Varies | - Activity: If time, explore your environment
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