Training Outline

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Print this out and use it to follow along and pace yourself while leading a training (based on a 2 hour training duration).

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
Logging In	10 minutes	Discussion: How does login work for the district? Activity: Log into SameGoal
Screen Overview	5 minutes	Discussion: Working with test data Discussion: Left menu navigation Activity: Check building permissions
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
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
Autosave	2 minutes	Discussion: SameGoal automatically saves changes made to a document Activity: Explore autosave
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
Program Participation	2 minutes	Discussion: Student will be under eligibility review for Section 504 Activity: View a student's Programs tab
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
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
Overview	1 minutes	Discussion: Demographics information is automatically populated Discussion: Moving through a document
Share With Parents	3 minutes	Discussion: Documents can be shared with parents electronically Activity: Share your document with a parent
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
Collaboration (15 minutes)
Evaluation	2 minutes	Discussion: An Evaluation document will need to be created Activity: Create and begin filling out an Evaluation
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
Collaborative Editing	5 minutes	Discussion: Users can work in one document simultaneously Activity: Work in a document with another collaborator
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
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
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
Initial Plan	3 minutes	Discussion: The 504 team should begin developing the plan Activity: Create and begin filling out the Section 504 plan
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
Add and Remove Sections	3 minutes	Discussion: Add buttons allow you to include additional sections and fields Activity: Add and remove a section
Attachments	3 minutes	Discussion: You can upload files and include them as attachments on documents Activity: Add an attachment
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 an use a user bank value Discussion: Saved banks are available in every document of the same form type
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
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
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
Signatures	4 minutes	Discussion: Documents can be signed electronically Activity: Electronically signs your document Discussion: Signatures can be saved to your account to "stamp" into signature fields Activity: Store your signature
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
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
Clerical Errors	1 minute	Discussion: Documents can be marked incomplete by admin users
Amendments	4 minutes	Discussion: To make a significant change, documents can be amended Demonstration: Create a formal amendment
Wrap Up (5-30 minutes)
Support	5 minutes	Discussion: SameGoal has many online support resources Activity: Access SameGoal's support resources
Questions	Varies	Discussion: Ask questions
Explore Your Environment	Varies	Activity: If time, explore your environment