We recommend all students in the district are entered in SameGoal, so that as students are newly evaluated for eligibility, they are already in the system.
Nearly all districts use student/parent demographics integrations, so that all students are entered and updated automatically. This reduces manual entry and errors, since demographics information then flows and pre-fill documents as they are created throughout the system.
Steps
To search for a student:- Visit Students / create new in the left menu.
- Enter the student's last name, first name and/or Student ID. By default, all non-deleted students with an "active" district enrollment status will be returned in search results.
- Each child's Student ID is found in parentheses next to their name.
- A program participation badge will appear next to each student you have an educational interest in for each program they are participating in.
- To see the student's information, click their name in the search results. You will land by default on the student's Documents tab.
Inactive students: When students leave the district (transition to an inactive district enrollment status), all documents remain as-is for the student. However the student will not appear in the student results list by default. To include an inactive student in search results, check the "Include inactive" checkbox.
Deleted students: There are very few cases when a student should be deleted. However, when students are deleted, all documents remain as-is for them - though they do not appear in the student results list by default. To include a deleted student in search results, check the "Deleted" checkbox
Filters: You can use the filters to search for students by their building, grade, program enrollment, or by the deadlines they have.
Student information is broken into the following tabs when you click into a student:
- Documents: All documents you have at least "Can View" access to.
- Deadlines: Automatically calculated deadlines for this student.
- Participation: Automatically calculated program participation timeline for this student (e.g. when they were reviewed for eligibility, began participating, participation changed significantly, exited, etc).
- Details: Student/parent demographics information for this student, which prefills into documents as they are created. Documents can also be updated at any time with information from this tab using an "Update Student/Parent Info" button typically found on the first tab of any document. This tab contains the most up-to-date contact information for the student from your student information system. You can only see the Details tab for students who you have an educational interest in.
- Basics: Basic information about the student (district enrollment status, student ID number, etc).