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New Features & Functionality Q Release V 3.8.0 Features & Functionality of Q Version 3.8.0 1 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com New Features & Functionality in Q Release Version 3.8.0 June 2020 Contents Release at a Glance 2 New Features & Functionality in Q 3 General Navigation 3 Attendance 3 Class Attendance 3 Mass Attendance 3 Attendance Reports 4 Enrollment 5 Parent Connect Documents 5 Pre-Enrollment Documents 5 Student Documents 6 Student Editor 6 Student Profile 6 Enrollment Reports 6 Food Service 7 Eligibility Applications 7 Verification 7 Food Service Reports 7 Food Service POS 11 Accounts 11 Cafeteria 12 Food Service Setup 13 Health 15 Student Health 15 Marks 15 Grade Book 15 Marks Processing 15 Marks Setup 15 Requirements 15 Student Academic History 16 Marks Reports 17 Programs 19 Program Editor 19 Service Tracker 19 Program Reports 21 Schedule 22 Assign Course Plan 22 Course Plan Setup 23 CTE Pathways Setup 23 Loader 23 Loader Setup 24 Master Schedule Manager 25 Student Course Plan 25 Student CTE Pathways 27 Student Recommendations 27 Student Schedules 28 Schedule Reports 30 School 31 Extra Curricular 31 Inventory Setup 31 Staff 32 Staff Notifications 32 System 33 Lookup Editor 33 Mass Parchment Upload 33 Parchment Setup 34 Parent Connect Manager 35 Pre-Enrollment Manager 36 Process Manager 37 State Reporting (CA Only) 37 Year End 38 Other Applications 38 Q FS Online Applications 38 Q Mobile Application 39 Q Parent Connect Application 40 Q Parent Connect Mobile Application 41 Q Student Connect Application 41 Q Student Connect Mobile Application 42 Q Pre-Enrollment Application 42

New Features and Functionality in Q Version 3.8 · 6/23/2020  · New Features & Functionality in Q Release Version 3.8.0 June 2020 Contents Release at a Glance 2 New Features & Functionality

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Page 1: New Features and Functionality in Q Version 3.8 · 6/23/2020  · New Features & Functionality in Q Release Version 3.8.0 June 2020 Contents Release at a Glance 2 New Features & Functionality

New Features & Functionality

Q Release V 3.8.0

Features & Functionality of Q Version 3.8.0 1 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

New Features & Functionality in Q Release Version 3.8.0 June 2020

Contents

Release at a Glance 2

New Features & Functionality in Q 3

General Navigation 3

Attendance 3 Class Attendance 3 Mass Attendance 3 Attendance Reports 4

Enrollment 5 Parent Connect Documents 5 Pre-Enrollment Documents 5 Student Documents 6 Student Editor 6 Student Profile 6 Enrollment Reports 6

Food Service 7 Eligibility Applications 7 Verification 7 Food Service Reports 7

Food Service POS 11 Accounts 11 Cafeteria 12 Food Service Setup 13

Health 15 Student Health 15

Marks 15 Grade Book 15 Marks Processing 15 Marks Setup 15 Requirements 15 Student Academic History 16 Marks Reports 17

Programs 19 Program Editor 19 Service Tracker 19 Program Reports 21

Schedule 22 Assign Course Plan 22 Course Plan Setup 23 CTE Pathways Setup 23 Loader 23 Loader Setup 24 Master Schedule Manager 25 Student Course Plan 25 Student CTE Pathways 27 Student Recommendations 27 Student Schedules 28 Schedule Reports 30

School 31

Extra Curricular 31 Inventory Setup 31

Staff 32 Staff Notifications 32

System 33 Lookup Editor 33 Mass Parchment Upload 33 Parchment Setup 34 Parent Connect Manager 35 Pre-Enrollment Manager 36 Process Manager 37 State Reporting (CA Only) 37 Year End 38

Other Applications 38

Q FS Online Applications 38

Q Mobile Application 39

Q Parent Connect Application 40

Q Parent Connect Mobile Application 41

Q Student Connect Application 41

Q Student Connect Mobile Application 42

Q Pre-Enrollment Application 42

Page 2: New Features and Functionality in Q Version 3.8 · 6/23/2020  · New Features & Functionality in Q Release Version 3.8.0 June 2020 Contents Release at a Glance 2 New Features & Functionality

New Features & Functionality

Q Release V 3.8.0

Features & Functionality of Q Version 3.8.0 2 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

Release at a Glance

New Applications

Enrollment

• Parent Connect Documents

• Pre-Enrollment Documents

Schedule

• Student Recommendations

Staff

• Staff Notifications

Q Mobile Application

• New Q Mobile application is available for iOS and Android.

New Features

Food Service POS

• Cafeteria – New Look

Scheduling – Student Schedules

• New alternative request maintenance screen

For Parent Connect & Pre-Enrollment

• Implemented ability to upload and manage documents in

Parent Connect and Pre-Enrollment applications.

For Pre-Enrollment

• Implemented Mobile view for Pre-Enrollment.

New Reports

Food Service

FS Daily Detail:

• Daily Attendance Conflicts

• Online Payment Detail [From District Office]

FS Daily Summary:

• Daily Point-of-Sale Summary

Marks

• Graduation Requirements Projected Results Report

Schedule • Student Recommendations List Report

For clarification purposes all references to: • "Pathways" changed to "CTE Pathways"

• "Career Plan" changed to "Course Plan"

Page 3: New Features and Functionality in Q Version 3.8 · 6/23/2020  · New Features & Functionality in Q Release Version 3.8.0 June 2020 Contents Release at a Glance 2 New Features & Functionality

New Features & Functionality

Q Release V 3.8.0

Features & Functionality of Q Version 3.8.0 3 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

New Features & Functionality in Q

General Navigation • Added ability to launch popup/external Student Profile from the

main page Favorites widget.

• Added new Reporting Staff Filter. This filter will be used initially by

the new Staff Notifications module. See Staff Notifications for

image.

• Updated Locate Students to also compare nickname and alias

names and to show nickname with name if Legal Binding exists

(same as banner searches).

Attendance

Class Attendance

• On the Roster area, changed the hover over the row number to

include the class description when in by period mode.

• On the Seating Chart area, added hover over to the photo to also display the class description when in by period mode.

Mass Attendance

• Added Parent Reported Absence hooks to QLIP Hook Editor.

Page 4: New Features and Functionality in Q Version 3.8 · 6/23/2020  · New Features & Functionality in Q Release Version 3.8.0 June 2020 Contents Release at a Glance 2 New Features & Functionality

New Features & Functionality

Q Release V 3.8.0

Features & Functionality of Q Version 3.8.0 4 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

Attendance Reports

ADA/ADM Audit Report

• Added support for Excel output when ‘No Detail’ is selected and removed restriction on export of only one school allowed. Each school

will be placed onto a separate worksheet.

Attendance Roster 1 Week Report & Attendance Roster 2 Week Reports

• Changed so that any student enrolled at any time during the week being printed is now included on the roster for the report.

• Added optional printing of nickname. If name is too long it will wrap to additional lines.

Master Absence List Report

• Added Advisor sort to report. If advisor is selected as a sort, then advisor is included as column in the report.

To accommodate the additional column, the report will change from 2 columns to 1 column if advisor is

included.

• Call List format now prompts for the source of phone number: Student or Contact. When ‘Student’ is

selected the student’s Primary Phone prints and when Contact is selected, the 1st phone number listed for

the first Primary Contact is printed.

Page 5: New Features and Functionality in Q Version 3.8 · 6/23/2020  · New Features & Functionality in Q Release Version 3.8.0 June 2020 Contents Release at a Glance 2 New Features & Functionality

New Features & Functionality

Q Release V 3.8.0

Features & Functionality of Q Version 3.8.0 5 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

Enrollment

Parent Connect Documents

• New application to

view/print

documents

uploaded from

Parent Connection

and save them to

Student

Documents.

Pre-Enrollment

Documents

• New application for the

review, printing, and/or

saving of documents

uploaded by parents during

the pre-enrollment process.

• Documents for students not

yet enrolled may be viewed

and printed from the ‘Not

Enrolled’ tab. When

students have been enrolled,

their documents may be

saved to Student Documents

from the ‘Enrolled’ Tab.

Page 6: New Features and Functionality in Q Version 3.8 · 6/23/2020  · New Features & Functionality in Q Release Version 3.8.0 June 2020 Contents Release at a Glance 2 New Features & Functionality

New Features & Functionality

Q Release V 3.8.0

Features & Functionality of Q Version 3.8.0 6 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

Student Documents

• Added display of attribute "School Type" for transcript documents.

• Fixed issues with Language attribute for Report Card documents:

o Check for document already exists tested for matching language incorrectly so that it would always allow duplicates.

o Always displayed Language as blank in Detail.

Student Editor

• Added support for updating counselors when transfers happen in the future. Future changes will be stored in a table and will be updated

when appropriate.

• Changed labels from ‘Career Plan’ to ‘Course Plan’ in both display and edit demographics views for clarification purposes.

• Whenever the student’s Course Plan is changed, records in the student’s Course Plan items will automatically be updated to reflect the

newly assigned plan. See Schedules – Assign Course Plan for images.

Student Profile

• Modified Graduation Requirement display to match the one in Academic History: Always show the Grad Req Rule even if not calculated,

show whether the rule is Not Calculated, Met or Not Met, show the As Of date, show text results for tests and activities, don't show

zeros on separator records.

• Added a column for the Grad Req Result Type (E or S) and add a legend briefly explaining what an Eligibility and a Sum are. If there are

no Sums in the result set, neither the column nor the legend show.

• Added profile section for Documents which includes a link in the header (used in Parent Connect to upload documents).

• Changed labels in enrollment area from ‘Career Plan’ to ‘Course Plan’ for clarification purposes.

Enrollment Reports

Enrollment Status Changes Report

• Added ‘From School’ to report and associated option in parameters to print ‘From School’.

• Added filters that had been available in the legacy application but not in Q for: English Proficiency, Service, Advisor, Status, Group, and

Membership.

Student Documents Report

• Added Preference to report that allows user to switch filter between Student Class and Student filters. Preference description is Rpt -

Student Document Report Selection Filter.

Page 7: New Features and Functionality in Q Version 3.8 · 6/23/2020  · New Features & Functionality in Q Release Version 3.8.0 June 2020 Contents Release at a Glance 2 New Features & Functionality

New Features & Functionality

Q Release V 3.8.0

Features & Functionality of Q Version 3.8.0 7 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

Student Profile Report

• Modified Graduation Requirement display to match the one in Academic History: Always show the Grad Req Rule even if not calculated,

show whether the rule is Not Calculated, Met or Not Met, show the As Of date, show text results for tests and activities, don't show

zeros on separator records.

• Added a column for the Grad Req Result Type (E or S) and add a legend briefly explaining what an Eligibility and a Sum are. If there are

no Sums in the result set, neither the column nor the legend show.

• Added 2 options that allow user to include the Advisor and/or Counselor at beginning of report.

• Moved Student demographic info (name, grade, advisor, counselor, etc.) so it prints on top of each page.

Food Service

Eligibility Applications

• 1. Added Federal Income Guidelines for Food Service Applications FY2021.

Verification

• Changed the Verification Extended Date feature to apply to

Verification for Cause, to be submitted before and after the

11/15 deadline and to not be available after Verification has

been finalized.

Food Service Reports

FS Administrative Review Reports

• Added option "Include and sort by Grade".

Page 8: New Features and Functionality in Q Version 3.8 · 6/23/2020  · New Features & Functionality in Q Release Version 3.8.0 June 2020 Contents Release at a Glance 2 New Features & Functionality

New Features & Functionality

Q Release V 3.8.0

Features & Functionality of Q Version 3.8.0 8 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

FS Daily Detail Reports

1. Added new report "Daily Attendance Conflicts" which produces lists of students served meals on days with a given percentage of periods

absent (Off Campus).

2. Added new sort field "Consumer Name", allowing students/staff/etc. to be placed higher in the sort order than the lowest (useful for

reports produced for multiple days).

Page 9: New Features and Functionality in Q Version 3.8 · 6/23/2020  · New Features & Functionality in Q Release Version 3.8.0 June 2020 Contents Release at a Glance 2 New Features & Functionality

New Features & Functionality

Q Release V 3.8.0

Features & Functionality of Q Version 3.8.0 9 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

• Added new report "Online Payment Detail", available at the District

level only.

FS Daily Summary Reports

• Added option to produce the Daily Point-of-Sale Summary using

Actual Attendance for eligibility calculations. When the Actual

Attendance option is selected, an additional control appears allowing

the user to adjust the Percentage of periods On Campus required to

count as Present. Value defaults to 50%.

Page 10: New Features and Functionality in Q Version 3.8 · 6/23/2020  · New Features & Functionality in Q Release Version 3.8.0 June 2020 Contents Release at a Glance 2 New Features & Functionality

New Features & Functionality

Q Release V 3.8.0

Features & Functionality of Q Version 3.8.0 10 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

FS Eligibility Statistics Report

• Added option checkbox "Include potentially Eligible Patrons". Only Patrons designated as Students and set as 'Eligible when served' are

included. These patrons are included regardless of meal service activity.

FS Monthly Summary Reports

• Added checkbox option 'Group by Cash Drawer' to Monthly Deposit Summary by Date report. This option also works when the report is

run district wide, but the Cash Drawer(s) filter will be blank.

Page 11: New Features and Functionality in Q Version 3.8 · 6/23/2020  · New Features & Functionality in Q Release Version 3.8.0 June 2020 Contents Release at a Glance 2 New Features & Functionality

New Features & Functionality

Q Release V 3.8.0

Features & Functionality of Q Version 3.8.0 11 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

Food Service POS

Accounts

• Add new 'General Alert' that can be assigned to Student/Staff/Patron

Account Settings to display each time the Student/Staff/Patron

comes through the Cafeteria line regardless of meal. The new alert is

enabled in Food Service Setup | Cafeteria Settings | Cafeteria

Policies.

• On 'Eligibility' tab, added list options

allowing users to filter status records to

include the last 1, 2, 3, 4, or 5 years, and to

sort by date in ascending or descending

order based on user level preference.

• On 'Transactions' tab, added list options

allowing users to filter transaction records

to include the last 1 through 6 months and

to sort by date in ascending or descending

order based on user level preference.

Page 12: New Features and Functionality in Q Version 3.8 · 6/23/2020  · New Features & Functionality in Q Release Version 3.8.0 June 2020 Contents Release at a Glance 2 New Features & Functionality

New Features & Functionality

Q Release V 3.8.0

Features & Functionality of Q Version 3.8.0 12 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

Cafeteria NEW LOOK TO CAFETERIA

• Cash Drawer Reconciliation has been split into 2 activities per meal

(Meal Start and Meal End) or per day (Day Start and Day End)

depending on configuration. Cash Drawer Open popup is presented

automatically when initially signing into the register (before any

payment activity exists for the given meal or day). Accessing

reconciliation once payment records exist for the given meal/day is

allowed for admins or by permission. Reconciliation has been

updated to allow users to enter the number of coins, bills, etc.

(where an amount per unit can be defined). Regular currency entry

is for allowed checks or totals (where per unit value is not

appropriate). Reconciliation unit pricing is defined in the Lookup

category "Food Service Reconcile".

• Implemented new Cafeteria interface layout (see Food Service Setup

for configuration).

• Method of payment input changed: buttons added for "On

Account" and "Change Due." Entry of Cash Received places any

remaining cash in the consumers account (On Account) by default.

Change Due button places remaining cash in "Change due" unless a

consumer has a negative balance forward.

• School is highlighted for students visiting from another school.

Page 13: New Features and Functionality in Q Version 3.8 · 6/23/2020  · New Features & Functionality in Q Release Version 3.8.0 June 2020 Contents Release at a Glance 2 New Features & Functionality

New Features & Functionality

Q Release V 3.8.0

Features & Functionality of Q Version 3.8.0 13 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

• “Make- a Meal” Component Meal has been updated. The

higher priced qualifying alaCarte items will be used as the meal.

• The gold star icon, which indicates a meal item available to

Offer vs. Served (OVS) will only appear for Students and

Patrons identified as Students.

• When sufficient OVS components have been added to make a

Component Meal, gold star icons on buttons for items available

at No Charge become red. 'No Charge' items may be served

only once at no charge. Subsequent attempts are charged at

the appropriate price.

Food Service Setup

• Added Bulk Button Editor to Register Edit.

• Added two new button style properties Corner Radius and

Border Color.

Page 14: New Features and Functionality in Q Version 3.8 · 6/23/2020  · New Features & Functionality in Q Release Version 3.8.0 June 2020 Contents Release at a Glance 2 New Features & Functionality

New Features & Functionality

Q Release V 3.8.0

Features & Functionality of Q Version 3.8.0 14 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

• Enhanced color editor(s): Implemented HTML5 color control.

• Update Cash Drawer Reconciliation to include new setting

option 'Disabled'. For drawers that are no longer in use.

• Default filter setting set to "Current" for Meal Rates and Reimbursements

(Cafeteria Policies initially shows Inactive as well as Active policies by design).

• New setting in Menu Item Editor "No Charge when added to a Component

Meal" allows ala Carte Items to be added to OVS Component Meals at No

Charge. Check box is not visible until one or more Nutrition Component values

are present.

• Implemented new Reimbursement Rates for Summer Food Service Program

released 1/30/2020.

Page 15: New Features and Functionality in Q Version 3.8 · 6/23/2020  · New Features & Functionality in Q Release Version 3.8.0 June 2020 Contents Release at a Glance 2 New Features & Functionality

New Features & Functionality

Q Release V 3.8.0

Features & Functionality of Q Version 3.8.0 15 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

Health

Student Health

• Added extension views to Health Referrals.

Marks

Grade Book

• Added Delete Task button to the by Task view to enable users to delete tasks without having to go to the Setup tab.

Marks Processing

• Added support for CTE Pathway course waiver flag.

• ‘Post to History’ option will now write any new transcript records to Student Course Plan Items table when that course did not exist for

that grade level.

Marks Setup

• Modified to accept comments of up to 128

characters.

Requirements 1. Added ability to mass calculate selected students for

projected requirements calculations.

2. Added ability to re-calculate selected students for all

currently calculated requirements stored in the

eligible table.

Page 16: New Features and Functionality in Q Version 3.8 · 6/23/2020  · New Features & Functionality in Q Release Version 3.8.0 June 2020 Contents Release at a Glance 2 New Features & Functionality

New Features & Functionality

Q Release V 3.8.0

Features & Functionality of Q Version 3.8.0 16 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

Student Academic History

• Added support for Calculated Rank (New option in Parchment setup) when uploading to Parchment.

• Made performance improvements when editing transcript records for students, especially when transcript record is one that has been

posted from mark reporting.

• Changed Graduation Requirement calculation to run for projected (Scheduled and Planned) courses.

• The embedded Grad

Requirements Results report

will now print all calculated

requirements for the student

rather than the single one

assigned to the student.

• Added support for Transcript

Narratives and Student E-mail

in Parchment upload.

• Added button to the

Graduation Requirement tab

to print the Projected Grad

Requirement Results report.

Results of the Projected Grad

Requirement Result Report

are based on posted

transcript marks, current

schedule, and future course

plan.

Page 17: New Features and Functionality in Q Version 3.8 · 6/23/2020  · New Features & Functionality in Q Release Version 3.8.0 June 2020 Contents Release at a Glance 2 New Features & Functionality

New Features & Functionality

Q Release V 3.8.0

Features & Functionality of Q Version 3.8.0 17 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

Marks Reports

Grade Book Task Summary Sheet Report

• Added Export option.

• Changed to allow selection of Multiple Classes.

• Changed to show terms from combined list of all classes.

• Changed to show date range associated with each term in term dropdown.

• Added a Select Term Item to Term dropdown. It is displayed as only choice when All Classes is selected.

Graduation Requirements Projected Results Report

• A new report like the Graduation Requirements Results Report

but includes projected results based on past transcript records,

currently scheduled classes, and future course plan courses.

Under Eligibility Rule, the user may select: Student’s Graduation

Requirement, All Calculated Student Rules, or specific

Requirements. Sample report image shown above under

Student Academic History.

Graduation Requirements Results Report

• Added new choice for Eligibility Rule Dropdown of All Calculated

Rules.

• Changed to limit entries in Eligibility Rule dropdown to just

Graduation Requirements types.

• Changed Include Students default value to All Students.

• Changed order of Include Students dropdown items to All

Students, Meeting Requirements, Not Meeting Requirements.

• Changed Show option to default to Counselor.

• Changed report layout to break on change of a student's

Eligibility rule.

Page 18: New Features and Functionality in Q Version 3.8 · 6/23/2020  · New Features & Functionality in Q Release Version 3.8.0 June 2020 Contents Release at a Glance 2 New Features & Functionality

New Features & Functionality

Q Release V 3.8.0

Features & Functionality of Q Version 3.8.0 18 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

Multi-Track Report Card

Format changes including:

• Changed Period label to ‘PD’ and reduced width to

accommodate just 2 characters.

• Shrink Teacher field and make wrap, if needed.

• Expanded course field using space from period and

teacher fields and make wrap, if needed.

• Make marks fields equidistant from each other.

• Remove semicolon between term averages and replace

to use spaces between term averages.

Standards Analysis Report

• Added Student Class filter to report.

• Changed School Year

prompt to Term

prompt.

• Teachers will now see

only their own classes.

Page 19: New Features and Functionality in Q Version 3.8 · 6/23/2020  · New Features & Functionality in Q Release Version 3.8.0 June 2020 Contents Release at a Glance 2 New Features & Functionality

New Features & Functionality

Q Release V 3.8.0

Features & Functionality of Q Version 3.8.0 19 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

Programs

Program Editor

• Added 'Service Tracker Program Type' to support expanding tracking services for non-Special Education programs in Service Tracker.

Service Tracker Program Types are defined in Lookup Editor, in the Category of the same name.

• When editing the form, checking the 'Special Ed' checkbox sets Program Type to 'Special Education'; unchecking it will clear the Program

Type; setting Program Type to 'Special Education' checks the Special Ed checkbox; setting Program Type to anything else clears the

checkbox.

Service Tracker

• Implemented a new Personal Care tab. The tab is designed to provide Personal Care practitioners with a quick way of logging their daily

services for students in their care. Students are listed down the left side with a calendar grid at right. District preferences control the

default values for Service Data and the colors for Legend options.

Page 20: New Features and Functionality in Q Version 3.8 · 6/23/2020  · New Features & Functionality in Q Release Version 3.8.0 June 2020 Contents Release at a Glance 2 New Features & Functionality

New Features & Functionality

Q Release V 3.8.0

Features & Functionality of Q Version 3.8.0 20 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

• Implemented Medicaid expansion functionality: Service Tracker now supports tracking students in programs other than Special

Education programs using the

new ‘Service Tracker Program

Type’ setting. Students

enrolled in programs with a

designated ‘Service Tracker

Program Type’ may be added

to Service Tracker.

Configuration of Faculty

Certifications and Service Type

codes are now based on

Service Tracker Program

Types.

Page 21: New Features and Functionality in Q Version 3.8 · 6/23/2020  · New Features & Functionality in Q Release Version 3.8.0 June 2020 Contents Release at a Glance 2 New Features & Functionality

New Features & Functionality

Q Release V 3.8.0

Features & Functionality of Q Version 3.8.0 21 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

Program Reports

ST Billing Status Report

• Added selection for ‘Program Types’ and added

the Program Type to the report (showing single

letter for space reasons). Added a legend for

clarification.

ST Monthly Practitioner Summary Report

• Added Program Types selection to report

options.

• Show Program Type on report with a legend. If

practitioner has more than one program type,

show subtotal for that practitioner.

ST Monthly Service Report

• Added Program Types selection to report options

and report. Added associated legend to the

report.

ST Monthly Service Summary Report

• Added Program Types selection to report options

and report. Added associated legend to the

report.

ST Student Eligibility Report

• Added Program Types selection to report options.

ST Student Eligibility by Practitioner Report

• Added Program Types selection to report options.

Page 22: New Features and Functionality in Q Version 3.8 · 6/23/2020  · New Features & Functionality in Q Release Version 3.8.0 June 2020 Contents Release at a Glance 2 New Features & Functionality

New Features & Functionality

Q Release V 3.8.0

Features & Functionality of Q Version 3.8.0 22 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

Schedule Assign Course Plan [formerly ‘Assign Career Plan’]

• Changed menu name and all references to "Career Plan" to be "Course Plan" for clarification purposes.

• When a base course plan is assigned, visible in the Student Editor, the student’s Course Plan items will automatically be populated.

Student Course Plan Items are visible as the ‘Individual Plan’ in Student Course Plans (pink) and in the Student Profile – Course Plan area.

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Features & Functionality of Q Version 3.8.0 23 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

Course Plan Setup [formerly ‘Career Plan Setup’]

• Changed menu name and all references to "Career Plan" to be "Course Plan" for clarification purposes.

• Added ‘Subject’ column to both Plan Item Type list and Selected Plan Items.

• Changed the Generate Course Requests popup dialog. Since course requests are now generated based on the contents of the Student

Course Plan Items, the selections for "Generate for Students with Career Plan" and "For Students with no Career Plan, Use" have been

removed.

CTE Pathways Setup [formerly ‘Pathways Setup’]

• Changed Pathways Setup application name in the menu to be CTE Pathways Setup for clarification purposes.

Loader

• Enhanced the Team logic to work properly when there is no Team Request. Students will be scheduled into a team based on the first

team section scheduled for a request.

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Features & Functionality of Q Version 3.8.0 24 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

• Added support for multiple alternates per primary request. If the alternates are entered through Student Connect, the alternates are

sequenced. The new enhancement will handle the sequencing as well.

• Implemented request status code X for alternates that are not used.

Loader Setup

• Added course description in parentheses when displaying a course code in Class Rules.

• Modified label on Loader Options for Use Priorities to be more meaningful since we enhanced the setting of user priorities.

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Features & Functionality of Q Version 3.8.0 25 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

Master Schedule Manager

• Added current enrolled count to main grid next to section size value for each displayed section. When current enrollment count exceeds

section size, the count will appear in red.

• When drilling down to see enrolled students from the main view, added counselor to the popup data and made the student names links

to student schedules application for those students currently active in the section. Non-current students will appear in red.

Student Course Plan [formerly ‘Student Career Plan’]

• Changed application menu name and all references to "Career Plan" to be "Course Plan" for clarification purposes.

• Changed all references to "Pathways" to be "CTE Pathways" for clarification purposes.

• Modified to save base course plan items to Student Course Plan Items table for ability to modify base plan for a student to meet their

specific individual needs.

• Added ‘Waived’ and ‘Waived by’ to Student Course Plan Items for CTE Pathway courses.

• When a course belongs to both a Base Plan and a CTE Pathway, a single record is used to store the course.

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Features & Functionality of Q Version 3.8.0 26 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

1. Added subject to both Additional Courses and Individual Plan.

2. Added Grad Credit and Status columns to Individual Plan.

3. Added showing Total Credits by grade.

4. Made the Grade column editable for courses that do not have any Status (transcript, request, schedule).

5. Added buttons:

o Added ‘Student Schedules’ and ‘CTE Pathways’ short-cut buttons for simpler navigation.

o Added ‘Projected Grad Result’ button that will display the projected graduation requirement results for the student based

on past transcript records, current schedule records, and future course plan records.

o Added ‘Generate Requests’ button to provide the ability to create student course requests for current grade of the logged-in

track.

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Features & Functionality of Q Version 3.8.0 27 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

Student CTE Pathways [formerly Student Pathways]

• Changed Student Pathways application name in the menu to be Student CTE Pathways for clarification purposes.

• Made changes necessary to support waived courses.

Student Recommendations

• New application to allow teachers to track recommendations made for students. The application enables teachers to log meetings with

students as part of the recommendation. This was supports requirements that teachers track work being done with students to assist

those in jeopardy of failing classes during distant learning.

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Features & Functionality of Q Version 3.8.0 28 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

Student Schedules

• New ‘Add/Edit/Delete’ button added to implement an alternative request maintenance screen that combines Add/Edit/Delete into a

single screen with keyboard shortcuts and intelligent focus manipulation to make adding requests and then setting their properties more

efficient.

• Add preference to let user specify whether to use the original interface or the new one for request maintenance. This will default to the

newly added view.

• Implement more restrictive rules for setting alternate course requests: a request cannot be an alternate to another request for the same

course, two requests cannot be alternates to each other.

• Added ‘Course Plan’ button to launch Student Course Plan application if permissions allow.

• On new Request Combo screen, moved "Plan" to top of Request Type list; underline the "T" in "Request Type" label to indicate hotkey;

capture alt-f, alt-t, and alt-h at document level so they will work from anywhere on the form; disable Add button when no rows are

selected in available list; remove items from available Plan list if they are in the Request list.

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Features & Functionality of Q Version 3.8.0 29 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

• Changed all references of "Career Plan" to be "Course Plan" for clarification purposes.

• Added an "Add All" button to the Add/Edit/Delete course requests view when Request Type value is Plan. This will add all course plan

items to requests in a single click.

• Changed ‘Grad Status’ button to create a Graduation Requirements Results Report for the student rather than a

popup. This will automatically include multiple requirement rules that have been calculated for the student and

provide the ability to either print it out or keep it open while adding and editing course requests.

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Features & Functionality of Q Version 3.8.0 30 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

Schedule Reports

Class Roster Report

• Added Nickname to Class Roster Report and Excel export.

Course Request List & Tally

• Added Excel export output for just summary values (no detail).

CTE Pathways Listing Report [formerly ‘Pathway Listing Report’]

• Changed the name of the report in the menu and associated labels to CTE Pathway(s) for clarification purposes.

Loader Checklist Report

• Added the course description to the course code in printing the loader rule for easier reading.

Student Course Plan Report [formerly ‘Student Career Plan Report’]

• Updated to select all courses from Student Course Plan Items

rather than complete based on the assigned course plan to

handle newly enabled student customization of plan.

• Added the status information that appears in the application

to be included on the report.

• Added credits that appear in the application for each report

line and then include an in-line sum of credits by grade level.

• Changed the name of the report in the menu and associated

labels to Course Plan for clarification purposes.

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Features & Functionality of Q Version 3.8.0 31 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

Student CTE Pathways Report [formerly ‘Student Pathways Report’]

• Changed the name of the report in the menu and associated labels to ‘Student CTE Pathways’ for clarification purposes.

Student Recommendations List Report

• New report for Student Recommendations.

School

Extra Curricular

• Added Email Address to the available fields when searching for contacts.

Inventory Setup

• Add Classroom to Item Edit, Edit All and Add forms and add Location to Add. Fill Down for Location and Classroom will only fill in empty

cells in rows that have a matching School because Location and Classroom are school specific.

• On Item detail, show classroom description rather than code.

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Features & Functionality of Q Version 3.8.0 32 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

Staff

Staff Notifications New application that allows users to send push notifications (for those staff members who have installed the Q Mobile App on their mobile device) and email to staff members. Note: for staff members to be able to receive notifications, they first need to download the Q Mobile application and accept push notifications.

• To view sample staff notification, see Q Mobile application below.

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Features & Functionality of Q Version 3.8.0 33 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

System

Lookup Editor

• Service Tracker Service Type Codes have been removed from ‘Additional Code Tables’ area. The maintenance of this table has been

moved to Service Tracker and is available under the Setup Tab which has its own permission item.

Mass Parchment Upload

• Added option to allow Rank Calculation by specified ‘As of Date’ or ‘Last Posted Ranks from GPA History’.

• Added support for Transcript Narratives and Student E-mail.

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Features & Functionality of Q Version 3.8.0 34 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

Parchment Setup

• Added setup option to support calculating Rank by Date or using posted Ranks from GPA History.

• Added support for Include Race/Ethnicity and Activities and Programs for Parchment uploads.

• Updated to support Transcript Narratives and Student E-mail.

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Features & Functionality of Q Version 3.8.0 35 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

Parent Connect Manager

• Added new database preference enabling districts to hide

students' gender in both the parent and student portal.

• Added both the ‘Hide Student Gender’ and ‘Hide Student

Citizenship’ preferences as editable on the Modules tab

when logged into the district track.

• Added maintenance of district preference ‘Hide

Graduation Requirement Sums’.

• Added maintenance of optional page content areas

including translations. Specifically, content areas at the

top and bottom of Document Upload and Document Edit

screens. Others can now be added simply by adding their

pagekeys to a list. Login Content available under ‘Login

Content’ page.

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Features & Functionality of Q Version 3.8.0 36 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

• Added maintenance of new Info Update Step "Upload Documents.”

Pre-Enrollment Manager

• Added management of Option "Upload Documents".

• Added management of Page Content for Pre-Enroll Document Top and Bottom.

• Added management of required and hidden fields for Pre-Enroll documents.

• Added list of documents to Cleanup detail and report if any exist.

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Features & Functionality of Q Version 3.8.0 37 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

Process Manager

• Added Toolbox item to copy a term's report card marks to another term. This might be a common request with the home schooling.

• Added Reporting Import process to import Google Classroom CSV files. Setup includes two new database preference (snpref) options.

• Added Calendar Image support to Import view.

• Enhanced the default values @Today, and @SystemDate to support a +/- days.

State Reporting (CA Only)

CALPADS extracts:

SCTE • Modified to get data from new Pathways schema or old CTE Program records.

PSTS • Modified to get data from new Pathways schema or old CTE Program records. • Modified field 1.06 School of Attendance NPS so it will return most recent if student has multiple Special Ed program records overlapping

his enrollment. SINC/SIRS • Fixed insertion into @RestraintSeclusionResultCodes. • Modified to set 18.16 to blank if not a Statutory Offense, 'Y' if there is a xbhvpenalty InstructionalSupport = 'Y', else 'N'. • Modified to sum Duration Days for the same result code and incident to avoid fatal validation error.

SDEM • Corrected issue with data source having effective date instead of Begin/End Dates.

CRSE • Removed check for Long Term Sub in reporting the teacher. CALPADS now always wants the Teacher of Record on Census Day.

SCSE/C • Created new version of CALPADS SCSE and SCSC extracts with new field 10.21 Carnegie Units Earned per CFS 11.2. CALPADS will start

accepting this new format in May 2020.

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Features & Functionality of Q Version 3.8.0 38 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

CALPADS Error Check Reports:

New CALPADS Error Check Reports have been added for SINC, SIRS, SOFF, SDEM, and SCTE. These are available to the system admin account by default and must be shared to other users.

Year End

• Added option to remove student course plan items from previous years for courses in the plan that have not been taken.

Other Applications

Q FS Online Applications • Added a menu option to allow applicants to delete rejected applications.

• Categorical Applications having assistance programs render student programs irrelevant. Student programs are no longer evaluated for

Applications having assistance programs.

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Features & Functionality of Q Version 3.8.0 39 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

Q Mobile Application • The mobile version of Q is now available for iOS and Android and may now be downloaded from

Google Play and the Apple App store.

• We support a Test Mode to enable districts to test production before rolling out the applications publicly. Districts will need to let us know when they have updated to Q 3.8.0 and are ready to go live with the Q Mobile app.

• Added support for Q Mobile push messaging (pushing messages for Q users).

• Added Student Alerts to the mobile pages for Student Profile.

• Changed the mobile log-in page to display current year tracks first, then in a separate table the

past/future tracks.

• Added infrastructure to support hamburger pop-out menu from the page header.

• Added mobile pages and infrastructure to make Behavior Referrals from mobile Student Profile.

• Moved student photo outside of profile demographics onto main page.

• Added smart pages for Staff Food Service Payments.

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Features & Functionality of Q Version 3.8.0 40 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

Q Parent Connect Application • Changed main page slide show to appear at the top of the column.

• Changed labels in enrollment area and embedded report from Career Plan to Course Plan for clarification purposes.

• Implemented new preference to hide student Gender in both the Demographics area of the application and the embedded report.

• Modified Graduation Requirement display: Always show the Graduation Requirement Rule even if not calculated, show whether the rule

is ‘Not Calculated’, ‘Met’ or ‘Not Met’, show the ‘As Of Date’, and show text results for tests and activities.

• Added a column for the Graduation Requirement Result Type (E or S) and add a legend briefly explaining what an Eligibility and a Sum

are. If there are no Sums in the result set, neither the column nor the legend show.

• Implement option (through database preference) to hide Sums in the display of Graduation Requirements Results in the portals.

• Made corresponding changes to internal report.

• Add green "Re-Enrollment Complete" label to contact and student title bands on the Re-Enrollment Review screen. Previously, there was

only a red "Re-Enrollment Incomplete" label when it was incomplete and nothing when it was complete. Now, you get one or the other.

• Implemented document upload capability.

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Features & Functionality of Q Version 3.8.0 41 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

• Implemented new Info Update Step "Upload Documents" also available in Re-Enrollment.

Q Parent Connect Mobile Application • Added "Reset My Password" link on Login form of mobile view.

• Implemented Smart pages for Uploading Documents.

Q Student Connect Application • Implemented the new hide Gender preference in the Demographics tab and the embedded report.

Note: This preference is set in the Parent Portal Manager and applies to both Parent and Student Portal.

• Modified Graduation Requirement display to: Always show the Graduation Requirement Rule even if not calculated, show whether the

rule is ‘Not Calculated’, ‘Met’ or ‘Not Met’, show the ‘As Of Date’, and show text results for tests and activities.

• Added a column for the Graduation Requirement Result Type (E or S) and add a legend briefly explaining what an Eligibility and a Sum

are. If there are no Sums in the result set, neither the column nor the legend show.

• Implemented option (through database preference) to hide Sums in the display of Graduation Requirements Results.

• Made corresponding changes to internal report.

• Changed labels in enrollment area and embedded report from Career Plan to Course Plan for clarification purposes.

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Features & Functionality of Q Version 3.8.0 42 Last updated: 6/23/2020 Copyright © 2009-2020 Aequitas Solutions Inc. All rights reserved. 7365 Carnelian St, Suite 208, Rancho Cucamonga, CA 91730 909.946.1600 www.myaequitas.com

Q Student Connect Mobile Application • Added "Reset My Password" link on Login form of mobile view.

Q Pre-Enrollment Application • Added ability to upload and manage documents.

• Implemented mobile views for entire application.