Portfolio

• Each student row contains links to information regarding that student. Process documents are represented by color-coded icons that are shaped differently to signify the status of the document.  

NOTE:  The user must be added to the student’s team list in order for the student to appear on their Portfolio.

• The Add SIS button at the top of the screen,opens the StudentSISFind screen in a new window. This screen imports students not currently in the special education process into the Synergy SE program from Synergy SIS (or the district’s student information system database). See: Importing a Student from Synergy SIS.

TIP:  Remember! A user must belong to a student’s team in order for that student to appear in the user’s Portfolio screen. A user who has imported a student into Synergy SE will automatically be added to that student’s team; otherwise the user will need to manually be added to the team list.

• The Portfolio screen displays six special education processes : Initial, Annual Review, Reevaluation, Transfer, Preschool, 504, and Gifted.

NOTE:  The Gifted and 504 Process may not available in all districts. Note:  The Gifted and 504 Process may not available in all districts.

• Clicking on the Student Name brings up the Student screen in a separate window.

• The Edit link in the Team column opens the student’s Team List in a separate window. The Team List displays the student’s special education team members. Team members are added and removed using this screen.

• The Edit link in the Ad Hoc Docs column will open the list of Ad Hoc documents for viewing, editing or creating.

• The View link in the Historical Docs column will open the list of Historical documents for the student.

• If an IEP icon is available, the student has a current finalized IEP that can be viewed.

• If a PRG icon is available, the student has a current Progress Report that can be created, viewed or updated.

• The document icons have an indicator that appears when the user “hovers” over the icon with the mouse. The indicator displays the Document ID, name of document and status of document.