Sign In

PowerSchool Alerts and Document Viewer Integration




Support > Online Guides > Technical Guide > PowerSchool Alerts and Document Viewer Integration

The alerts and document viewer integration allows PowerSchool general education staff to seamlessly view student documents in SameGoal while logged into PowerSchool. This integration:

  • Displays an alert in PowerSchool when the student has a complete, currently effective document (based on start and end dates) in SameGoal.
  • When this alert is clicked, it displays documentation, including attachments, authored in SameGoal.

Alerts may be configured to display in a variety of areas throughout PowerSchool. By following the steps below, alerts will appear in the following PowerSchool pages:

  • Power Admin: Alerts appear at the top of each student page (eg. Quick Lookup, Student Attachments, etc)
  • Power Teacher: Alerts appear at the top of each student page (eg. Quick Lookup, Schedule, and any other student page you add them to). For example, visit a class, select a student, then view the student's schedule.
  • Parent Portal: Alerts may also be added at the district's option to the parent portal.

directions_walk STEPS

You will need access to a PowerSchool Administrator and PowerSchool Systems Administrator account. This integration also assumes you have already setup the demographics integration, including adding a samegoal account to your PowerSchool instance and creating a samegoal group.

1. Create Alert_SG field link

Login to your PowerSchool Administrator account.

  • In the left menu, visit System.
  • On the System Administrator page, visit Custom Fields/Screens.
  • On the Custom Fields/Screens page, visit Student Fields.
  • Click the New button.
  • On the New Student Field page, set Field Name: Alert_SG.
  • Click Submit. This single field will contain all SameGoal alerts for a given student.

2. Add Alert_SG to students custom page link

Login to your PowerSchool Systems Administrator account.

  • In the left menu, visit Custom Pages.
  • In the Site Structure pane, expand admin then students. Select misc.html.

Add the following code to the page after the Alert_Other code (towards the bottom). Click Save, then Publish.

<!-- samegoal alert -->

<tr><td colspan="4"></td></tr>

<tr bgcolor="#f6f6f6"><td colspan="4" class="bold">SameGoal - Do Not Modify</td></tr>

<tr bgcolor="#edf3fe">

<td class="bold">SameGoal Alert</td>

<td colspan="3"><textarea name="[01]Alert_SG" rows="4" cols="40"></textarea></td>

</tr>

<!-- /samegoal alert -->


PowerSchool Alert_SG

3. Add wildcard student alert link

Login to your PowerSchool Systems Administrator account.

  • In the left menu, visit Custom Pages.
  • In the Site Structure pane, expand wildcards.
    • Click the +Add button at the bottom of the Site Structure pane. Choose + Create File.
    • Name the file title_student_end_css.samegoal.student.alert.txt. Click Submit.
  • Select title_student_end_css.samegoal.student.alert.txt in the Site Structure pane.
    • In the Customized Page pane, enter the following text. Click Save, then Publish.

~([01]Alert_SG) <script src="https://samegoal.com/iep/psAlert.js" async></script>

PowerSchool configuration

4. Add alert to teacher pages link

Login to your PowerSchool Systems Administrator account.

  • In the left menu, visit Custom Pages.
  • In the Site Structure pane, expand teachers then studentpages. Select schedule.html.
  • Add the following code after ~[x:teacherpages]</select></span>~[studentalert]. Then click Publish.
  • Repeat for quicklookup.html.

~([01]Alert_SG) <script src="https://samegoal.com/iep/psAlert.js" async></script>

PowerSchool configuration

5. Install FRN custom page link

Download the file below: Right-click the link, choose Save as..., then save the file to a location of your choosing.

Login to your PowerSchool Systems Administrator account.

  • In the left menu, visit Custom Pages.
  • In the Site Structure pane, expand admin then functions.
  • Click the +Add button at the bottom of the Site Structure pane. Click + Upload File.
  • Click Choose File. Browse to select frn.powerschool.html. Click Submit.
  • Select frn.powerschool.html in the Site Structure pane. In the Customized Page pane, click Publish.

Login to your PowerSchool Administrator account.

  • In the left menu, visit System.
  • On the System Administrator page, visit Security.
  • Visit Access to Page Permissions.
    • In the Turn modify permissions dropdown, select On. Click Submit.
    • You will be redirected to the Security page.
  • Modify your URL bar to visit: https://<your-powerschool-host>/admin/functions/frn.powerschool.html
    • Scroll to the bottom.
    • Click the Modify access privileges for this page link.
    • Find the samegoal group and select View-only.
    • Click Submit.

6. Update samegoal group permissions link

Login to your PowerSchool Administrator account.

  • In the left menu, visit System.
  • On the System Administrator page, visit Security.
  • On the Security page, visit Groups.
  • On the Groups page, use the filter to search for the samegoal group. Click it.
  • On the Edit Group page, set
    • Access Level: View & Modify
    • Accessible Student Screens: check Other Information.
  • Scroll to the bottom of the page and click Submit.

lightbulb_outline TIP
This step assumes you already created the samegoal group while setting up the demographics integration. You must increase the group permissions as indicated in this step in order for the alerts integration to operate. It relies on writing to the newly created Alert_SG field for each student as applicable.

We would have had you set this permission during the demographics integration setup, except for the fact we want to ensure we use the minimal amount of access at each point.

7. Install SameGoal SSO plugin link

Download the file below: Right-click the link, choose Save as..., then save the file to a location of your choosing.

Login to your PowerSchool Administrator account.

  • In the left menu, visit System.
  • On the System Administrator page, visit System Settings.
  • On the System Settings page, visit Plugin Management Configuration.
  • Click the Install button in the top right.
    • Plugin Installation File: upload ps_samegoal_sso_plugin.xml
  • Click Install. You will be redirected to the Plugin Management Dashboard page.
    • Once installed, the plugin will appear under Installed Plugins.
    • Click the Enable/Disable checkbox to enable the plugin.
    • Choose Enable in the pane that appears.

8. Add PowerSchool SSO URL to SameGoal link

Login to your PowerSchool Administrator account.

  • Click the application icon located on the right side of the header bar.
  • A side pane will appear. Right click SameGoal and select Copy Link Address.
  • NOTE: If you click the link, page shows Illegal ctx query param. This is expected.

SSO URL

SSO URL

If you DO NOT have a SameGoal admin account, email tier2help@samegoal.com the following information:

  • SSO URL: address obtained in previous step

If you DO have a SameGoal admin account:

  • Login to SameGoal using an admin account.
  • Navigate to Settings > District Information > Details.
  • Under PowerSchool Demographics Integration, enter the SSO URL.
  • Click the Save button.

9. Test link

lightbulb_outline TIP
It may take up to 24 hours after PowerSchool information has been entered in SameGoal for the alerts integration to run. If you would like to trigger a faster run for the purposes of debugging, email tier2help@samegoal.com.

Expected Result: After the integration has run successfully, each student that has a completed and currently effective major Special Programs document (eg IEP) will display a SameGoal alert in PowerSchool. Clicking it will display a read-only copy of the document.

If the integration does not succeed, verify you can login to your PowerSchool Administrator account using the Admin URL, Username and Password entered in SameGoal. If you are able to login:

  • Verify you can visit the URL: https://<your-powerschool-host>/admin/functions/frn.powerschool.html
    • If the page does not exist, install it. See step
    • If the page exists but you do not have access, modify the samegoal group's permissions. See step
  • Verify you can visit the URL: https://<your-powerschool-host>/admin/students/misc.html
    • If you do not have access to the page, update the samegoal group's permissions. See step
    • Verify you can save information in the SameGoal alert field. If not, update the samegoal group's permissions. See step
  • Verify the SameGoal SSO plugin is installed and enabled in PowerSchool. See step
  • Verify the SSO link entered in SameGoal is correct. See step
  • Verify student wildcard file has been added. See step
  • Verify teacher custom page has been updated. See step


.
.
.