Synergy Training - Dallas, Alicia, Jake

What

Synergy Training - Dallas, Alicia, Jake

When

5/27/2025, 9:00 AM – 12:00 PM

Where

Zoom

Please forward this meeting invite to members of your District Project team that you would like to attend.

Session Title:
Basic Navigation and Overview of SynergySE
Length of Class
2 Hours
Onsite/Remote
Zoom Meeting
Prerequisite
Participants should have the following:

* Log-in Credentials
* Understanding of basic Synergy Navigation
* Synergy Update or View security rights
Description
In this training course, you will receive an overview of Synergy SE and learn how to navigate within the software. This course also covers how to manage students and teams within Synergy SE and how to work with student documents.
Required Participants
· SE Admin, SE Trainers
Expected Outcomes
After completing this course, users will be able to:
Navigation

* Log in to Synergy SE and navigate the interface
* Use the different navigation menus to display screens quickly
* Use and understand Synergy SE concepts and terminology
* Change Focus to view other years/schools
* Create personal Navigation Menus
* Use the SE Student screen to view basic information
* Find single students
* View students from the SE Portfolio
* Create student filters
* Preview and print Portfolio reports
Manage Students & Teams

* Add Students from SIS
* Manually move students between processes
* Setup and maintain student team list
* View and update student information from SE Student screen
Working with Student Documents

* Create, delete, validate and finalize documents
* Understand the layout and functions of icons, buttons, drop-downs, grids and text boxes within documents
Supporting Documentation
Special Education User Guide: Chapter 3: Managing Students
Special Education Document Guide: Chapter 2: Working with Student Documents
Supporting Documentation
Special Education Document Guide: Chapter 3: IEP

Topic: Gordon Bernell - Basic Navigation and Overview of SynergySE
Time: May 27, 2025 09:00 AM Mountain Time (US and Canada)
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Meeting ID: 819 9884 2025
Passcode: 712332

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Meeting ID: 819 9884 2025
Passcode: 712332