My Counslor Uploaded My Mid Year Report Early

Table of Contents

  • Configuring your Settings
  • Midyear Reports
    • Creating a Midyear Report for an Private Student
    • Sending a Midyear Written report for an Individual Student
    • Sending Midyear Reports in Majority
  • Midyear Transcripts
    • Uploading Midyear Transcripts
    • Sending Midyear Transcripts for an Individual Pupil
    • Sending Midyear Transcripts in Bulk
  • Where do I see my student's transcripts?
  • How-To Video

Client Success Team Updated

  • Configuring your Settings
  • Midyear Reports
    • Creating a Midyear Report for an Individual Student
    • Sending a Midyear Report for an Individual Student
    • Sending Midyear Reports in Bulk
  • Midyear Transcripts
    • Uploading Midyear Transcripts
    • Sending Midyear Transcripts for an Individual Pupil
    • Sending Midyear Transcripts in Bulk
  • Where do I see my student'southward transcripts?
  • How-To Video

Configuring your Settings

Before configuring your midyear reports and transcripts, yous will want to ensure that your settings reflect the right data regarding these documents.

  1. Navigate to your Welcome dropdown menu and select School Account & Settings.
  1. Make sure that Enable School Reports is toggled ON. If it is not, toggle information technology on.
  1. Brand your selections for Midyear Reports and Transcripts. You may select for which application statuses you'd like to send Midyear Reports and Transcripts.

Y'all may choose to transport Midyear Reports for students with awarding outcomes that are either Pending, Deferred, or Waitlisted (only), or Pending, Deferred, Waitlisted, and Accepted. For Midyear Transcripts, yous may choose to transport them for students with application outcomes of Pending, Deferred, or Waitlisted (but) or Pending, Deferred, Waitlisted, or Accepted.

Note: This does non mean that the midyear reports and transcripts will automatically be sent to colleges with the awarding statuses that you bespeak. Rather, it will signal to Scoir to pull in completed midyear reports and transcripts to be sent by you to these colleges.

Because the settings for Midyear Reports and Transcripts are based off of application outcomes, these colleges must be in the Practical column of your students' My Colleges list for you to ship these documents. You as a counselor, or your student, are able to move these colleges to the Practical cavalcade.

Midyear Reports

Creating a Midyear Report for an Individual Student

  1. Search for a student using the search bar on the meridian right.
    1. Expand their Colleges & Applications section, and click on Manage Documents .
    2. Ringlet to Reports and navigate to Midyear Report. Click Create .
  1. Brand any necessary changes to the pupil evaluation, based on the information you've indicated you'd like to include from the Secondary School Study. Click Relieve and Continue .
    1. Verify your information and click Save .

Sending a Midyear Report for an Individual Student

  1. Under the student's Colleges & Applications department, click Transport Documents .
    1. Scroll through and click Transport to send the midyear report for any higher for which a midyear report populates.

The midyear report volition automatically populate in the Send field for any colleges that a) lists a midyear report every bit a Required or As Available document and that b) the educatee has applied to with an consequence of Pending, Deferred, Waitlisted, (or Accepted), as per your settings.

Sending Midyear Reports in Majority

You can also navigate to your Dashboard and click on Complete Packets Ready to Transport, where you can majority send documents like the Midyear Report.

  1. Click on the number next to Consummate Packets Ready to Transport .
    1. Click Select All and Send Connected to send whatsoever and all uploaded documents, including the midyear reports, electronically. Alternatively, you lot can click Send adjacent to each college to send for one higher at a fourth dimension.
  2. You may and so click Download and mail service or e-mail whatever midyear reports for colleges that are non-yet-continued with Scoir.

Midyear Transcripts

Uploading Midyear Transcripts

The first step in sending Midyear Transcripts is to upload them. To upload transcripts in bulk, follow the steps outlined in this certificate, choosing Midyear Transcript as your Transcript type.

To individually upload a midyear transcript, y'all tin can navigate to an private student's profile, head to their Manage Documents section, and select Upload next to Midyear Transcript.

Notation: As with all other awarding-related documents, students will not exist able to view these transcripts.

Sending Midyear Transcripts for an Individual Student

After this uploading process, your students' transcripts will be added to their documents to be sent to colleges.

  1. Nether the student'due south Colleges & Applications tab, click Send Documents .
    1. Scroll through and click Send to send the midyear transcript to whatever applicable college.

The midyear transcript will populate for any college that a) lists the midyear transcript as a Required or As Available certificate and b) the student has applied to with an outcome of Awaiting, Deferred, or Waitlisted (or Accepted), as per your settings.

Sending Midyear Transcripts in Majority

Yous can also navigate to your Dashboard and click on Complete Packets Ready to Send, where you tin bulk send documents like the Midyear Transcript.

  1. Click on the number next to Complete Packets Ready to Send .
    1. Click Select All and Send Connected to send any and all uploaded documents, including the midyear transcripts, electronically. Alternatively, you can click Send next to each college to send for one higher at a time.
  2. You lot may then click Download and mail or email whatever midyear transcripts for colleges that are not-nevertheless-connected with Scoir.

Where exercise I see my student's transcripts?

To view student transcripts, they must first be uploaded into Scoir past using the Bulk Transcript upload tool in Data Management or by calculation them individually for each student.

To run into the transcript on your educatee's profile, navigate to the pupil'southward profile past searching for the student'south proper noun using the search bar.

On the student's contour, navigate to the Manage Documents tab nether Colleges & Applications.

Within Manage Documents, you will see an overview of the student'south Transcripts. Yous tin then view a transcript by clicking on the type of transcript, upload any transcript file by clicking Upload, or remove an uploaded file. Students practise not accept access to this section of their profile.

How-To Video

Midyear Reports and Transcripts from Scoir on Vimeo

How did we do?

For Counselors: Secondary School Report (SSR) Overview

For Counselors: Final Reports and Transcripts

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Source: https://scoir.helpdocs.io/article/czii05shec-for-counselors-mid-year-reports-and-transcripts

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