DPI - CEDARS - Federal Data Collection - SES and Choice-user-guide

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    Consolidated Federal Data Collection User Guide for Online Collection of SES and School Choice Data

    Version 1 Page 1 of 47 July 30, 2010

    Academic Services and Instructional Support

    Program Monitoring and Support

    Consolidated Federal Data Collection (CFDC)

    Supplemental Educational Services (SES)

    and

    Public School Choice (CHOICE)

    User Guide

    Version 1

    J uly 30, 2010

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    Consolidated Federal Data Collection User Guide for Online Collection of SES and School Choice Data

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    Confidentiality/Security Warning

    The information contained within this document is proprietary to the NCDPI and is confidential.It may not be disclosed to any party outside its intended audience without the written permissionof the PMO. This document may not be reproduced, either by photocopy or electronicallywithout the written permission of the PMO. Every recipient of this document acknowledges, byretention and use, the confidential nature of the material contained herein, and agrees to preventthe distribution of this document, by intent or otherwise, beyond its intended audience.

    In compliance with federal law, including the provisions of Title IX of the EducationAmendments of 1972, N C Public Schools administers all state-operated educational programs,

    employment activities and admissions without discrimination because of race, religion, national orethnic origin, color, age, military service, disability, or gender, except where exemption is

    appropriate and allowed by law.

    Inquiries or complaints should be directed to:Dr. Rebecca Garland, Associate State Superintendent:

    Office of Innovation and School Transformation

    6301 Mail Service Center: Raleigh, NC 27699-6301Telephone 919-807-3200: FAX 919-807-4065Visit us on the Web: www.ncpublicschools.org

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    I. Document Revision History

    Date Vers Description Author(s)

    July 30, 2010 1.0 User Guide developed for SES/Choice. Carole Lugo

    .

    .

    I I. Document Information

    File Location:

    Gforge CFDC 100

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    Table of Contents

    1. Introduction ........................................................................................................................6

    2. Important Notes Regarding the Collection. ........................................8

    3. Logging into the SES/Choice Application ..........................................................................9

    4. The SES/Choice System Data Collection ......................................................................... 12

    4.1 SES/Choice LEA Data Entry134.2 SES Applied Students184.3 SES Applied Students Services Provided244.4 Choice Applied Students...274.5 Choice Applied Students Transferred.32

    5. Data Submission33

    6. The SES/Choice System Summary Reports..................................................................... 38

    7. The Green Wheel (Green Gear) Dropdown List Options ............................................... 43

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    Table of Figures

    LOGIN .......................................................................................................................................9

    LOGIN Unsuccessful ............................................................................................................... 10

    WELCOME .............................................................................................................................. 11

    COLLECTIONS - ESSR Default Screen ................................................................................. 12COLLECTIONS - SES/Choice LEA Page ............................................................................... 13COLLECTIONS - SES/Choice LEA Unable to Provide Choice.15COLLECTIONS - SES/Choice LEA Able to Provide Choice.16COLLECTIONS - SES Applied/Received ................................................................................ 18COLLECTIONS - Add SES Applied Students.19COLLECTIONS - SES Applied Students to be Selected from NC Wise Roster.20COLLECTIONS - SES Applied Students Selected from NC Wise Roster and Added...22COLLECTIONS - Added SES Applied Students Removed from NC Wise Roster.23COLLECTIONS - SES Applied Student Providers..................................................................24COLLECTIONS - SES Applied Student Provider Detail ................................................................... 26COLLECTIONS - Choice Applied Students....27COLLECTIONS - Choice Applied Students to be Selected from NC Wise Roster....28COLLECTIONS - Choice Applied Students Removed from NC Wise Roster...30COLLECTIONS - Choice Applied Students Selected and Added, to be Transferred....31COLLECTIONS - Data Submission....33COLLECTIONS - School Summary Report (left part)...34COLLECTIONS - School Summary Report (right part)....35COLLECTIONS - Submission Validation..36COLLECTIONS - Submission/Commitment Confirmation..37

    REPORTS - ESSR Default Screen...........................................................................................38REPORTS - SES/Choice LEA .................................................................................................39REPORTS - SES/Choice School Summary.40REPORTS - SES Students .......................................................................................................41REPORTS - Choice Students...................................................................................................42

    REPORTS - Green Wheel Options..........................................................................................43REPORTS - Green Wheel Filter .............................................................................................44REPORTS - Green Wheel Sort................................................................................................45

    REPORTS - Green Wheel Help...............................................................................................46REPORTS - Green Wheel Download......................................................................................46REPORTS - Green Wheel Download Options.47

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    1. Introduction

    The purpose of this document is to guide the Consolidated Federal Data Collection (CFDC) userthrough the steps required to submit Supplemental Educational Services and Public School

    Choice (SES/Choice) student-level data, using online webforms, accessible by all who haveInternet capability and proper login ID and password credentials.

    The data are entered in five steps, one school at a time: 1.) LEA data; 2.) students who applied forSES; 3.) students who received SES; 4.) students who applied for Choice; and 5.) students whotransferred. It is strongly suggested that: a.) you enter the LEA-level data before you proceed tothe school-level data for that LEA; b.) you enter the school SES applied students and providers forthat LEA; and c.) you enter the Choice applied students and transfer from and to data for thatLEA. After you have completed the data entry for all five steps, you will be able to review andmake changes before finally committing the data to the system. After the data are committed, youwill not be able to make any further changes, but you will be able to see summary reports of the

    data. If any changes need to be made after you have committed your data, contact the DPIService Desk, which can be reached at 919-807-HELP(4357) or [email protected].

    In all of the screen shots used in this document, your user name (Login ID), role and LEAinformation will appear in the upper right corner.

    Sensitive or confidential information in all screen shots has been overlaid with blank redrectangles. Because the sensitive data have been hidden in the examples in this document, youwill need to refer to your own screens and data for reference.

    Where you see the following image in the middle of your screen, you have additional flexibility:

    To search for a given character string (e.g., last name) in the report at the bottom of the screen onwhich you see this image, type that character string in the search box to the right of themagnifying glass, click on the down arrow and select a column from the dropdown list of reportcolumn headings to be searched, and then click on theGobutton to initiate the search. The reportwill then display only the rows in which that character string is found in the selected reportcolumn.

    You can select the number of report Rowsyou want to see displayed at one time by choosing thatnumber (of rows) from the dropdown list; 15 is the default andAll is the maximum. If you wantto change the number of rows displayed (to 5, e.g.), do so by clicking on the number choice andthen clicking on theGobutton to change to number of rows displayed. Should the report retrievemore than the number of rows you wish displayed at one time (5), the numbers of the rowsdisplayed (1 5) will appear at the bottom of the report along with the total rows retrieved (9) andwith a right arrow button or a left arrow button for navigating through the entire report. Click onthe right arrow button to go forward to the next page, or on the left arrow button, when it appears,

    to go back to the previous page, of the report. Example:

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    TheGreen Wheel/Gear is explained on page 43.

    You can sort the rows of the reports by clicking on the column heading (in the dark gray bar) bywhich you want the report data sorted. For example, click on theSchool Namecolumn heading,

    choosing ascending or descending order. The resorted report will be automatically displayed.

    If you erroneously enter data, error messages will appear in red next to the item in error or in agray box at the top of the screen under the light blue bar.

    At any time, you can log out of the CFDC by clicking on Logout found at the far upper right ofyour screen. Doing so will take you back to the original Login Screen. But remember to SAVEany data you have entered.

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    2. Important Notes Regarding the Collection

    a. The information you will be able to enter, retrieve and report is dependent on your login.You will be able to view only information for your LEA/district or Charter school.

    b. It is highly recommended that once you gain access to the collection tool, you read thisUser Guide. Doing so will facilitate your understanding of the system and your data entryand will reduce the number of calls and emails to the DPI Service Desk, which can bereached at 919-807-HELP(4357) or [email protected].

    c. The Economically Disadvantaged (ED) Membership Roster, formerly known as Free &Reduced Lunch (FRL), was used to create the SES-eligible roster. This roster is submittedby LEAs to the DPI Accountability Department.

    d. All students on the ED roster are eligible for SES. However, the school must also beimplementing this parent option as a result of being in Title I school improvement,corrective action or restructuring.

    e. All students in Title I schools areeligible for Public School Choice (transfer), provided theschool is implementing this parent option as a result of being in Title I schoolimprovement, corrective action or restructuring.

    f. For a student to apply for, and receive, SES or a transfer under Public School Choicedepends on whether the school is receiving funds as a result of being in Title I schoolimprovement, corrective action or restructuring. SES and Public School Choice sanctionsdo NOT apply to non-Title I schools.

    g. The LEA page/screen provides school summaries for each sanctioned school, whichcontains aggregate numbers.

    h. On the data entry screens you will see a red asterisk (*) next to some fields, indicating thatdata for those fields is required and cannot be omitted.

    i. Make sure that, as you navigate through the system, the correct school year is alwaysselected.

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    3. Logging into the SES/Choice System

    In order to enter data or see reports, you must be authenticated with NCID and be authorized touse the Consolidated Federal Data Collection (CFDC) system.

    Before you get started:a. Be sure your Num Lock and Caps Lock keys are off. Otherwise, your ability to log in

    will be affected.b. The NCID is not case-sensitive, but thepassword is case-sensitive.c. The system is supported for Internet Explorer 6+and Firefox 2+. Using another browser

    may cause the application to be displayed improperly.

    Logon tohttps://schools.nc.gov/title1fdc from your browser.

    Enter your User Name(not case sensitive) andPassword (case sensitive) and either click on

    Login button or hit your Enter key.

    LOGIN

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    If your login is unsuccessful, the screen below will appear. The cause may be that an invalid userID and/or password was entered, or that the CFDC system is not available at the time.

    Return to the previous (Login) screen and try your login again, and if it is unsuccessful, contactthe DPI Service (Help) Desk at 919-807-HELP(4357) or at [email protected] forassistance.

    LOGIN Unsuccessful

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    WELCOME to the Consolidated Federal Data Collection System

    Upon a successful login, the following Consolidated Federal Data Collection Welcome screenshould appear.

    WELCOME

    To enter data [collections], click on theCollections tab at the top right of the screen. (Continue tothe next page.)

    To see the data reports, click on theReports tab. (See page 38.)

    You will not see theOptionstab on your screen. That is reserved for the system administrator.

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    4. The SES/Choice System Data Collection

    To begin data entry, click on the Collections tab at the upper right next to the Welcome tab.The (default) ESSR initial screen will appear.

    COLLECTIONS ESSR Default Screen

    In the dark blue bar under the Collections tab, and under the CFDC logo at the upper left, youwill see three links for three systems: ESSR, TAS and SES/Choice. The underlined link, ESSRin this case, indicates that this screen is displaying ESSR data in the report area at the lower partof the screen. To proceed to SES/Choice data entry, click on theSES/Choice link.

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    4.1 SES/Choice LEA Data Entry

    COLLECTIONS SES/Choice LEA Page

    You will see that the dark blue link SES/Choice now has the underline and that another, lightblue, bar containing three links for data entry or change:>SES/Choice LEAand SES/ChoiceLEA< is the currently selected (light blue) link. To go directly to data entry for SES AppliedStudents (page 18), click on the SES Applied Students link. To go directly to data entry forChoice Applied Students (page 27), click on theChoice Applied Students link.

    If you are a user who enters data for Multiple LEAs or Charter Schools, you must choose eachLEA/Charter School one at a time and enter all data for that LEA/Charter School before movingon to data entry for another school in the LEA. If you are a user who enters data for just oneLEA, that LEA will be the default. You will see the current LEA at the right top of the screen,next to theLogout link.

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    Select aSchool Year from the dropdown list. The most recent year is selected by default.

    Enter thewhole dollaramounts, as integers with no periods or commas, that the LEA spent onSupplemental Educational Services and onTransportation for Public School Choice. These

    cannot be blank or alphanumeric. Initially they will have defaulted to zero.

    Click the appropriate radio button,Yes or No, in response to the question Was LEA unable toprovide Public School Choice options to eligible students? (Note unable as opposed to able.)If you click onYes, indicating thatthe LEA was unable to provide service, the screen will changeso that you can choose the reasons why not. (See figure below.) If you chooseNo, which is thedefault value,the screen wont change. (See figure on page 16.) Be aware that even if an LEA isunable to provide Choice, you still must indicateYes for Choice for schools that had to implementChoice but didnt offer Choice.

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    LEA Unable to Provide Choice:

    COLLECTIONS SES/Choice LEA Unable to Provide Choice

    Click on one or more reason(s) that the LEA was not able to provide Choice.

    Notice that the checkbox No Student applied for Choicehas been automatically checked by thesystem.

    In theChoicecolumn at the bottom of the screen, you must still indicateYES for each school thathad to implement Choice but could not provide Choice for the reason(s) chosen.

    Click on theSave LEA Infobutton to continue.

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    LEA Able to Provide Choice:

    COLLECTIONS - SES/Choice LEA Able to Provide Choice

    Click on the radio button No in response to the question Was LEA unable to provide PublicSchool Choice options to eligible students? (Note unable as opposed to able.) Click on theSave LEA Infobutton to continue.

    You can see that two checkboxes are available for you to indicate that no (zero) student(s) withinthe LEA applied for SES and/or Choice. Do not check these boxes if any student(s) within theentire LEA did apply for SES and/or Choice, accordingly. If the LEA was unable to provideChoice, the boxNo Student applied for Choicewill be automatically checked by the system.

    Schools in improvement are listed in the report at the bottom of the screen. For each school, youmust indicate whether the school was sanctioned for SES and/or Choice, using the dropdown(Yes/No) list provided for each option. You must selectYes for at least one of the two options foreach school. Even if the schoolwas unable to provide, but had to implement Choice, you mustselectYes for Choice. You must selectYes for Choice for at least one school when the LEA wasunable to provide Choice.

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    If you havechanged data on this screen and dont want the change(s) saved, click on theResetbutton to restore the data to the previous values. To save the values that appear on the screen,click on theSave LEA Infobutton.

    To continue on and enter/change data for students who applied for SES, click on theSES AppliedStudents link. (Go to page 18to continue data entry for SES Applied Students.)

    To continue on and enter/change data for students who applied for Choice, click on the ChoiceApplied Students link. (Go to page 27to continue data entry for Choice Applied Students.)

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    4.2 SES Applied Students

    Students Receiving/not Receiving SES Services:

    COLLECTIONS - SES Applied/Received

    Click on the Collection tab, SES/Choice link, SES Applied Students link.

    If you need to add students for more than one school, you will have to do so one school at a time.

    Select the current School Year from the dropdown list. The most recent year is selected bydefault.

    Select one sanctioned school for which you want to add SES applied students from the Schooldropdown list. When you select one particular school a new button will pop up, Add SESApplied Student(s). See the screen as it appears on the next page. (In our example, IsaacDickson Elementary is selected.)

    By scrolling right on the screen, you can see the columnService Received with values ofY (yes)or N (no). TheSchool Year column appears on the far right.

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    COLLECTIONS Add SES Applied Students

    Click on the radio button that indicates the Service Received to filter the current list: ALL forstudents who received service plus those who did not; Yes for students who received service;orNo for students who didnt receive service.

    Noticethat just onestudent is already listed in the report at the bottom of the screen. It is possibleto edit the data for that student by clicking on the blue Edit button to the left of the studentsrecord.

    To add more students to the list for the school selected, click on theAdd SES Applied Student(s)button. The next screen will appear.

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    COLLECTIONS SES Applied Students to be Selected from NC Wise Roster

    Notice that the system has defaulted to theReports tab and theNCWISE Roster link to find thestudents in the Isaac Dickson Elementary school whom we want to be added.

    This screen shows students enrolled, for the selected School Year, in the selected school, IsaacDickson Elementary, who have also been reported in the ED roster for this specific school. If astudent cannot be found, contact your NC Wise coordinator to check school enrollment in NCWise and your testing coordinator to check on ED status and reporting to DPI.

    You can choose theEnrollment Status for which you wish to see students listed by clicking onthe appropriate radio button: All for both currently and non-currently enrolled students; NotCurrent for non-currently enrolled students; or Current for currently enrolled students. In thisexample we have selectedAll.

    Go to the report in the lower half of the screen and, clicking on the corresponding checkboxes inthe left-hand Select column, select the students you want added to theSES Applied Student list(previous screen). Notice that in this example, three have been selected.

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    If you scroll to the right, in the report you will see the columnEnrollment Status, with values ofC (current) or NC (not current). Two additional columns, Gender andSchool Year, also appear.

    Click on the Add SES Applied Student(s) button. You will then see that those three chosenstudents records have disappeared from this screen.

    When you have finished selecting students from this school, click on theGo Back button to returnto the previous screen.

    If you click on theGO to NCWISE Roster button the screen will change to include a report ofall the students in the school who meet the selected enrollment status.

    To see a summary report of change activity in the LEA by school, click on the SchoolSummary link in the dark blue bar near the top of the screen.

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    Returning to the previous screen:

    COLLECTIONS SES Applied Students Selected from NC Wise Roster and Added

    You can see that the three students selected from the previous (NCWise Roster) screen (page 20)have been added to theSES Applied Students list.

    Again, data for any of these four students can be changed by clicking on the blueEdit button tothe left of the students name. (See page 24.)

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    Returning to the NCWISE Roster, you will see that the three students who were selected to beadded to the SES applied students data/list no longer appear in the roster:

    COLLECTIONS SES Applied Students Removed from NC Wise Roster

    .

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    4.3 SES Applied Students Services Provided

    SES Appl ied Student Data Entry/Change:

    COLLECTIONS SES Applied Student Providers

    Click on the Collection tab, SES/Choice link, SES Applied Students link.

    If a student who has been added to the SES Applied Student list received SES services, click ontheEdit button to the left of the students name to enter information about the SES services.

    SES Student Detail: Demographic data (originally from the NC Wise Roster) for the student isdisplayed in the upper half of the screen. If the data is in error or needs to be changed, notify yourlocal NC Wise coordinator.

    If, for any reason, you dont want to enter or change provider data for this student, you can exitthis screen by clicking on theGo Back button.

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    The student record can be removed from the SES Applied Student list by clicking on theDeleteSES Record button.

    SES Services: Enter services by provider. Notice that there can be a maximum of sixproviders,three per subject, for the student, each of whose data can be deleted or edited. In thisexample, we have clicked on theEdit button for Bennett College.

    Select Subject Offered andSubject Received (Reading Only, Math Only, or Reading & Mathfor both) and Provider from the respective dropdown lists. The subject received can be only forsubject offered. If subject offered is Reading and Math (both), subject received can be Readingonly or Math only or Reading and Math (the default).

    Enter Hour(s) Offered (minimum of 30) and Hour(s) Received. If a provider offered bothReading and Math, report the number of hours for Reading and Math all together. If the number

    of hours received is 0 (zero), dont report that service.

    To facilitate entry of a Service Start Date, click on the calendar to the right of the box and acalendar will pop up; click on the date desired and it will be automatically entered. Currently, thedate must be one between the LEAs start date and end date and between July 1 and June 30 forCharter Schools.

    To reset this service detail information, click on the Clear SES Service Detail button. To addthis new service for which you have just entered data, click on theAdd SES Servicebutton.

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    The SES Applied Student Services Provider Detail Data Entry:

    COLLECTIONS SES Applied Student Provider Detail

    SES Student Detail: Demographic information about the student is displayed.

    This screen allows you to change the data for this students (Bennett College) provider, asselected in the previous screen. The entire record for this particular provider can be deleted byclicking on the Delete link in the Delete column of the report. If you dont wish to make anychanges, you can click on theGo Back button.

    SES Services:To see the detail data for a reported provider (e.g., Bennett College), click on the

    blue Edit button to the left of that provider row in the report. You will see the data for thatprovider displayed in the boxes above (Subject Offered, Hour(s) Offered, Subject Receivedand Hour(s) Received.) If you need to change the data for that provider, you can do so in thedropdown boxes above the report. Save the changes by clicking theSave SES Servicebutton.

    At any time you can clear out the (required) data fields by clicking on the Clear SES ServiceDetail button.

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    4.4 Choice Applied Students

    Add Choice Applied Students:

    COLLECTIONS Choice Applied Students

    Click on the Collection tab, SES/Choice link, Choice Applied Students link.

    Isaac Dickson Elementary has been selected from the dropdown list as the School (inimprovement)where the student applied for Choice, also known as the from school.

    Transferred: Select the radio button indicating whether you wish to see All students who hadapplied for Choice and who transferred to another school (not in improvement) plus those who didnot;Yes for all students who did transfer; andNo for those students who did not transfer.

    Click on theAdd Choice Applied Student(s) button to go to the NC Wise Roster and select thosestudents who applied in Isaac Dickson Elementary. (See page 28.)

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    COLLECTIONS Choice Applied Students to be Selected from NC Wise Roster

    Notice that we have defaulted to the Reports tab and the NCWISE Roster link to find thestudents in the Isaac Dickson Elementary school whom we want to be added. If the school beingdisplayed in the NC Wise roster implemented Choice, the roster will include all students enrolledat that school. If the school did not implement Choice, the roster will display students whotransferred to that school from a school in improvement.

    The (from) School for which we are adding Choice Applied students is displayed, as selected inthe previous screen.

    For the selected School Year, you can choose theEnrollment Status for which you wish to seestudents listed by clicking on the appropriate radio button: All for students currently enrolled, aswell as students not currently enrolled, in this school; Not Current for students not currentlyenrolled in this school; or Current for students who are currently enrolled in this school. In thisexample we have selected All. If you scroll right on the screen, you will see the report columnsEnrollment Status, which includes both currently (C)and non-currently (NC) enrolled students,andGender.

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    Go to the report (in the lower half of the screen) and search for students who applied for Choice.

    Click on the search box down arrow and choose a column heading name (Last Name, e.g.) inwhich you want to search, type that search character string (Smith, e.g.) in the search box and

    click on the Go button to initiate the search. All the records in all the rosters in which thecharacter string was found will appear in the report.

    If a student cannot be found in the from school (Isaac Dickson Elementary) roster, you need tosearch for him in other school rosters. Since he may have already been transferred to theTransferred to School (Hall Fletcher Elementary), change the from School (Isaac Dickson) tothe to school (Hall Fletcher Elementary) in the school dropdown box above the Add ChoiceApplied Student button and look in that schools roster. If he cannot be found there, change thefrom school selection to All. If a student cannot be found, contact theDPI Service Desk, whichcan be reached at 919-807-HELP(4357) or [email protected].

    You can then select the student record for which you searched by clicking on theSelect checkboxfor that record. Click on the Add Choice Applied/Transferred Student(s) button. IfAll isselected as the school, you will not see theAdd Choice Applied/Transferred Student(s) button.Select the school where the student was found to see the Add Choice Applied/TransferredStudent(s) button. The student record will disappear from this screen and will be added to theroster for Isaac Dickson Elementary (previous screen).

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    COLLECTIONS Choice Applied Students Removed from NC Wise Roster

    If you have finished adding students from the school selected in the Choice Applied screen, clickon theGo Back button to return to the previous screen.

    If you click on theGO to NCWISE Roster button the screen will change to include a report ofall the students in the school who meet the selected enrollment status.

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    4.5 Choice Applied Students Transferred

    COLLECTIONS Choice Applied Students Selected and Added, to be Transferred

    Click on the Collection tab, SES/Choice link, Choice Applied Students link.

    You can see that the four students selected from the previous (NCWise Roster) screen (page 28)have been added to theChoice Applied Students list.

    If you scroll to the right of the screen, you will see that the report columnTransferred to Schoolmay have blank values.

    Students that were found it their home school will not have aTransferred to School assigned.Students found in another school will have the school where they were found assigned by defaultas theTransferred to School.

    If Transferred to School is blank and the student did transfer, select the student by checking thebox in theSelect column for the student(s) who transferred to the Transferred to School, select theTransferred to Schoolfrom the dropdown list of schools (not in improvement), located above the

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    search box, and then click on the Set Transferred to School button. The checkmarks in theSelect column will disappear and theTransferred to School for those students will appear in thereport.

    If, for some reason, the transferred to school that was found and applied to some students is

    incorrect, check the Select checkbox for those students, select the school to which studentstransferred or select None if students didnt transfer from theTransferred to School dropdownlist and click on the Add Choice Applied Student(s) button. The Transferred to School (HallFletcher) will be replaced or removed for the selected students.

    Repeat this process for each child until all transferred students have been accounted for.

    If the list of Transferred to Schools is inaccurate, please contact the DPI service desk at 919-807-HELP(4357) or at [email protected].

    To delete any of the students from the list and return it to the NC Wise Roster, click on theSelect

    column checkbox and then on theDeletebutton above the report.

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    5. Data Submission

    You have entered the SES and Choice data for all your schools into a hold area, where you wereable to change and cleanse the data. Now you are ready to submit/commit the data to the system.

    Once you commit the data to the system, you will be able to see the data but no longer makechanges.

    Return to the SES/Choice LEA screen by clicking on the >SES/Choice LEA

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    TheSchool Summary report will be displayed for your review:

    COLLECTIONS - School Summary Report (left part)

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    Scroll right to see the rest of the School Summary report:

    COLLECTIONS - School Summary Report (right part).

    If you feel that the information in the report is incorrect, you can click on theGo Back button tomake further changes.

    Click on theContinue SES/Choice Submissionbutton.

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    A message questioning whether or not youre ready for the final submission, based on the data inthe report, pops up:

    COLLECTIONS Submission Validation

    Click on the OKbutton to continue. Click on theCancel button to back out of the submissioncommitment.

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    The data are finally committed and cannot be changed:

    COLLECTIONS Submission/Commitment Confirmed

    A system message, with date and time stamps, confirming the SES/Choice data have beencommitted appears to the right of theSchool Year box..

    A confirmation e-mail is also sent to the user who submitted the data.

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    6. The SES/Choice System Summary Reports

    REPORTS ESSR Default Screen

    In the dark blue bar under theReports tab and under the CFDC logo at the upper left, you will seefive links: ESSR, TAS,SES/Choice, NCWISE Roster and School Summary. The underlinedlink, ESSR in this case, indicates that this screen is displaying ESSR data. To proceed toSES/Choice reports, click on theSES/Choicelink in the dark blue bar at the top of the screen.

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    The SES/Choice LEA Report:

    REPORTS - SES/Choice LEA

    You will see that the dark blue link SES/Choice now has the underline and that another, lightblue, bar containing three links for reporting: SES/Choice LEA for LEA-level data; SESStudents for students who did/didnt apply for and did/didnt receive SES services; and ChoiceStudents for students who did/didnt apply to transfer and did/didnt transferred due to Choice.The symbols>andSES/Choice LEA

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    The SES/Choice School Summary Report:

    REPORTS SES/Choice School Summary

    This report displays the SES/Choice summary information for each school for which data havebeen entered.

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    The SES Students Report:

    REPORTS SES Students

    Select aSchool Year from the dropdown list.

    Select All schools in the LEA (default) or just oneparticular school from the School dropdownlist.

    Click on the Applied status for which you want to see students listed: All (students eligible forSES services);Yes (students whoApplied); or No(students who didNot Apply).

    Click on theReceived status for which you want to see students listed: All (students who appliedfor SESservices);Yes (students who Received service); or No (students who did Not Receiveservice).

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    The Choice Students Report:

    REPORTS Choice Students

    Select All schools in the LEA (default) or just one particular school from the School dropdownlist.

    Click on the Applied status for which you want to see students listed: All (students eligible forChoice);Yes (students whoApplied); or No(students who didNot Apply).

    Click on theTransferred status for which you want to see students listed: All (students whoapplied for Choice);Yes (students whoTransferred); or No(students who didNot Transfer).

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    7. The Green Wheel Dropdown List Options

    TheGreen Wheel (or Green Gear) dropdown list can be used to:

    a.Filter data;b. Sort data;c. findHelp; ord. Download data.

    Green Wheel Options

    The green wheel dropdown list near the center of the screen offers additional flexibility fordisplaying data.

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    a. Filter the report resultsusing Boolean logic:

    Green Wheel Filter

    Choose aColumn, anOperator and anExpression from the respective dropdown lists to form aBoolean expression and click on theApply button.

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    b. Sort the data in a manner similar to that used in an Excel spreadsheet:

    Green Wheel Sort

    From row 1, select the name of theprimary sort Column heading/name, from its dropdown list.Then select theDirection/order in which you want the report to be sorted on column1, ascendingor descending. Select the Default option for Null Sorting.

    From row 2, select the name of the secondary sort Column heading/name, from its dropdownlist. Then select the Direction/order in which you want the report to be sorted on column 2,ascending or descending. Select the Default option for Null Sorting.

    Continue in this manner for as many columns on which you wish to perform the sort.

    Be sure to click on the Apply button in order to execute the sorted report.

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    c. Find Help about the interactive reports. That information will be presented in a separatewindow.

    d. Download an onscreen report to a CSV file:

    Green Wheel Download

    By clicking on the Download option and then clicking on the Excel icon, you will be able toOpen your data in an Excel spreadsheet orSavea comma delimited (CSV) file.

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    Green Wheel Download Options

    To download to aCSV (comma delimited) into an Excel spreadsheet, click on the Open or Savebutton.