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CTEIS Responsibilities of the Level 5 Fiscal Agency Authorized Official Presented by PTD Technology 3001 Coolidge Road Suite 403 East Lansing, MI 48823

CTEIS Responsibilities of the Level 5 Fiscal Agency Authorized Official Presented by PTD Technology 3001 Coolidge Road Suite 403 East Lansing, MI 48823

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Page 1: CTEIS Responsibilities of the Level 5 Fiscal Agency Authorized Official Presented by PTD Technology 3001 Coolidge Road Suite 403 East Lansing, MI 48823

CTEIS Responsibilitiesof the Level 5

Fiscal Agency Authorized Official

Presented by

PTD Technology3001 Coolidge Road

Suite 403East Lansing, MI 48823

Page 2: CTEIS Responsibilities of the Level 5 Fiscal Agency Authorized Official Presented by PTD Technology 3001 Coolidge Road Suite 403 East Lansing, MI 48823

Introduction

What are my responsibilities?

Oversee all Operating Building reporting activities.

Grant CTEIS reporting roles and permissions to all users (including CEPD Administrators).

Review program data.

Submit CTE reports to the CEPD Administrator.

OCTE appoints two FAs for each Fiscal Agency district.

Page 3: CTEIS Responsibilities of the Level 5 Fiscal Agency Authorized Official Presented by PTD Technology 3001 Coolidge Road Suite 403 East Lansing, MI 48823

Help Is AvailableTechnical Help

•For technical questions regarding data collection

•If you need assistance with importing or

entering data

•For any issues relating to CTEIS operations or

usage

PTD Help Deskcteis.help@PTDtechnology.

com(800) 203-0614 or (517)

333-9363Ext. 128

Policy Help

•For direct questions regarding OCTE policy

issues

Joan [email protected]

(517) 335-0360

Page 4: CTEIS Responsibilities of the Level 5 Fiscal Agency Authorized Official Presented by PTD Technology 3001 Coolidge Road Suite 403 East Lansing, MI 48823

Timeline of EventsAugust Assessment data review – repair assessment data.

September Manage new users. Coordinate expenditure and enrollment data entry efforts.

November Expenditures report submission (Nov. 6, 2015 – Nov. 13, 2015). Oversee skill assessment data extractions.

January Coordinate follow-up data entry efforts.

April UIC/MSDS data review and maintenance.

May Follow-Up report submission (May 2, 2016 – May 8, 2016). Student enrollment data deadline (May 16, 2016).

June Enrollment report submission (June 17, 2016 – June 24, 2016).

Page 5: CTEIS Responsibilities of the Level 5 Fiscal Agency Authorized Official Presented by PTD Technology 3001 Coolidge Road Suite 403 East Lansing, MI 48823

Fall Tasks —August Assessment Data Review — see the Knowledge Base article Begin reviewing assessment

data at the beginning of each school year.

Assessment data often contains inaccurate UICs that prevent OCTE from identifying completers.

FAs ensure assessment data matches CTEIS data:

• Student’s state UIC is entered (NOT local ID number).

• Student’s first and last name entered as they appear in CTEIS (NOT a nickname or alias).

Page 6: CTEIS Responsibilities of the Level 5 Fiscal Agency Authorized Official Presented by PTD Technology 3001 Coolidge Road Suite 403 East Lansing, MI 48823

Fall Tasks —SeptemberManaging Users in CTEIS — see the Knowledge Base article

Coordinating Expenditure and

Enrollment Data Entry

FAs should assist reporters and CEPD Administrators with CTEIS accounts before fall training starts. You can:

• Adjust CTEIS permissions.• Add new CTEIS users.

FAs are strongly encouraged to inform reporters of training events and prepare to answer questions:

• District expenditures• Student enrollments

Page 7: CTEIS Responsibilities of the Level 5 Fiscal Agency Authorized Official Presented by PTD Technology 3001 Coolidge Road Suite 403 East Lansing, MI 48823

Fall Tasks —NovemberExpenditures Data Review and Submission — see the Knowledge Base article

Overseeing Skill Assessment Data Extractions —

OCTE website

November 6th-13th, 2015.

Go to Fiscal Agent Expend. Submission.

Correct red-text errors in the Fiscal Agency Wide Totals table.

Optional pre-enrollment of students allows reporters to begin setting up assessment tests via automated data pulls.

Review student core information to reduce data errors.

Page 8: CTEIS Responsibilities of the Level 5 Fiscal Agency Authorized Official Presented by PTD Technology 3001 Coolidge Road Suite 403 East Lansing, MI 48823

Winter Tasks —JanuaryCoordinating Follow-Up Data Entry CEPD Administrators receive packet materials at the

end of January.

Make sure your reporters:

• Review Follow-Up materials.

• Prepare for training events in February.

Page 9: CTEIS Responsibilities of the Level 5 Fiscal Agency Authorized Official Presented by PTD Technology 3001 Coolidge Road Suite 403 East Lansing, MI 48823

Spring Tasks —AprilUIC/MSDS Data Review Prepare for the mid-May Enrollment deadline.

• Student enrollments must include valid UICs.

Building reporters may want to use CTEIS reports to assist with identifying problematic UICs:

• Bad UIC Report

• UIC with No MSDS

Page 10: CTEIS Responsibilities of the Level 5 Fiscal Agency Authorized Official Presented by PTD Technology 3001 Coolidge Road Suite 403 East Lansing, MI 48823

Spring Tasks —MayFollow-Up Data Review and Submission — see the Knowledge Base article May 2nd-8th, 2016.

Go to Fiscal Agent Follow-Up Submission.

Review Survey % on Survey Results report.

• Should be as close to 100% as possible.

Remember, reports can help you and your staff:

• Before deadline: Completers in Another District

• After deadline: XO610, XO611, T1608

Page 11: CTEIS Responsibilities of the Level 5 Fiscal Agency Authorized Official Presented by PTD Technology 3001 Coolidge Road Suite 403 East Lansing, MI 48823

Spring Tasks —May

Student Enrollment Data Deadline

May 16th, 2016 All CTE students must be

enrolled in at least one course section to guarantee that they may be counted for funding.

Page 12: CTEIS Responsibilities of the Level 5 Fiscal Agency Authorized Official Presented by PTD Technology 3001 Coolidge Road Suite 403 East Lansing, MI 48823

Spring Tasks —JuneEnrollment Data Review and Submission — see the Knowledge Base article June 17th-24th, 2016. Go to Fiscal Agent Enrollment

Completion. The Report and Rpt/Stud links

provide a summary of enrollment counts.

The CompA link lists the segments students have completed or are expected to earn credit for.

These reports can help determine:

• That your student enrollment information was entered properly.

• Which students may need to take an assessment test.

Page 13: CTEIS Responsibilities of the Level 5 Fiscal Agency Authorized Official Presented by PTD Technology 3001 Coolidge Road Suite 403 East Lansing, MI 48823

Reports for Reviewing CoursesInstructional Design Reports

• Show the courses operating during a selected year.

Multi-Year Inst. Design Report

• Allows for easy viewing of program segment information.

Go to Reports, then Building Reports.

Under Program / Course Reports .

Use these reports to verify:

• That classes have been entered into CTEIS accurately for the current year.

• That courses offer the 12 segments required for your programs to produce completers.

Page 14: CTEIS Responsibilities of the Level 5 Fiscal Agency Authorized Official Presented by PTD Technology 3001 Coolidge Road Suite 403 East Lansing, MI 48823

Reports for Reviewing CoursesList of Courses for Building Report

• Shows all courses operating during the current school year within a selected building.

List of Courses for PSN Report

• Also shows the courses in a selected program within your operating buildings.

Go to Reports, then Building Reports.

Under Program / Course Reports .

Use these reports to verify:

• That classes within a building (or PSN) have been entered into CTEIS accurately for the current year.

• That course detail fields are accurate.

Page 15: CTEIS Responsibilities of the Level 5 Fiscal Agency Authorized Official Presented by PTD Technology 3001 Coolidge Road Suite 403 East Lansing, MI 48823

Reports for Reviewing StudentsCheck UIC Button

• Allows your reporters to verify student UICs without saving records.

Bad UIC by Building Report• Shows the UIC, student name,

gender, date of birth, and UIC errors of all enrolled students within a building.

Go to Reports, then Building Reports.

Under Student Reports .

Use this report to:

• Locate and print students who do not pass the 4483 validation check.

Page 16: CTEIS Responsibilities of the Level 5 Fiscal Agency Authorized Official Presented by PTD Technology 3001 Coolidge Road Suite 403 East Lansing, MI 48823

Reports for Reviewing StudentsUIC With No Current MSDS Report

• Displays a list of students with invalid UICs.

Go to Reports, then Building Reports.

Under Student Reports .

Use this report to verify:

• That all student core fields match the records within the MSDS.

Page 17: CTEIS Responsibilities of the Level 5 Fiscal Agency Authorized Official Presented by PTD Technology 3001 Coolidge Road Suite 403 East Lansing, MI 48823

Reports for Reviewing Enrollment

Class Student List Report• Contains segment information, grades, and student enter and

exit dates for courses operating within a selected building.

Go to Reports, then Building Reports.

Under Student Reports .

Use these reports to verify:

• That students have been enrolled into the correct courses for the current year.

• That courses offer the 12 segments required for students to become completers.

Page 18: CTEIS Responsibilities of the Level 5 Fiscal Agency Authorized Official Presented by PTD Technology 3001 Coolidge Road Suite 403 East Lansing, MI 48823

Reports for Reviewing Enrollment

Program Enrollment History Report

• Displays the historical information of all students enrolled within a selected program.

• Includes segment profiles and assessment scores.

Go to Reports, then Building Reports.

Under Student Reports .

Use these reports to verify that:

• Students have been enrolled into the correct courses for the current year.

• Courses offer the 12 segments required for students to become completers.

• The students within a program have taken any assessment tests required to become completers.

Page 19: CTEIS Responsibilities of the Level 5 Fiscal Agency Authorized Official Presented by PTD Technology 3001 Coolidge Road Suite 403 East Lansing, MI 48823

Reports for Reviewing Enrollment

Program Counts Report• Shows how many students

have been enrolled into each program within the selected building(s).

Sending Building Counts Report

• Also includes the number of students enrolled in each course operating within the chosen building(s).

Go to Reports, then Building Reports.

Under Student Reports .

Use these reports to verify:

• That classes have been entered into CTEIS accurately for the current year.

• That courses contain the correct number of student enrollments.

Page 20: CTEIS Responsibilities of the Level 5 Fiscal Agency Authorized Official Presented by PTD Technology 3001 Coolidge Road Suite 403 East Lansing, MI 48823

Questions?

Don’t forget to fill out our Training Evaluation Form

at www.PTDtechnology.com/

CTEIS/TrainingDay

Thank you!