Training Outline

Support > Online Guides > State Specific Guide > Common > Rti Training Guide > Training Outline

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 a Document (10 minutes)
Search for Students	5 minutes	Discussion: Navigating to a student's Documents tab Activity: Search for your test student Discussion: Tabs on a student's page
Create a Document	5 minutes	Discussion: Create new dropdown Activity: Make sure you have the correct form permissions Discussion: RTI tier guidance Activity: Create a document for your test student Discussion: When a document is created
Authoring Documents (15 minutes)
Document Overview	2 minutes	Discussion: Demographics information is automatically populated Discussion: Moving through a document
Editing a Document	4 minutes	Discussion: Tools for editing a document Activity: Add text to a document and format it Activity: Add an additional section
Autosave	2 minutes	Discussion: SameGoal automatically saves changes made to a document Activity: Explore autosave
Attachments	4 minutes	Discussion: You can upload files and include them as attachments on documents Activity: Add an attachment
Printing a Document	3 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
Collaboration (15 minutes)
Sharing a Document	5 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	3 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
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 Discussion: District and user banks can utilize topics and keywords
District Banks	5 minutes	Discussion: District banks are made by admin and are available to all users Discussion: District banks can be added as default values
Meetings and Signatures (15 minutes)
Validations	4 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	4 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 Activity: Share your document with a parent
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
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
Completing Documents (10 minutes)
Completing a Document	3 minutes	Discussion: Once all information is entered, a document can be completed Activity: Complete a document Discussion: When a document is completed
Clerical Errors	1 minute	Discussion: Documents can be marked incomplete by admin users
Program Participation	3 minutes	Discussion: Student will be enrolled in RTI 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
Workflow Options (10 minutes)
New Plan Each Year	2 minutes	Discussion: You can create 1 plan each year
Amended Plan Each Reporting Period	4 minutes	Discussion: Amendments allow you to make formal changes to a document Activity: Amend the plan Discussion: When the document is completed again, the deadline will be pushed back
New Plan Each Reporting Period	4 minutes	Discussion: You can create a new plan each reporting period Discussion: Documents can be created by copying from an existing document Activity: Create a new plan by copying from an existing plan
Other RTI Documents (10 minutes)
Progress Report	5 minutes	Discussion: Progress Reports can be used to track progress narratively or with a progress monitoring chart Activity: Create an RTI Progress Report and chart progress Discussion: There are a few workflow options for Progress Reports
Follow Up	5 minutes	Discussion: At the end of an RTI Plan, and RTI Follow-Up is used to document next steps Activity: Create and fill out an RTI Follow Up Discussion: Deadlines for the next period are determined based on decisions in the Follow-Up
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