Importing a Student from Synergy SIS

Student imports can be conducted either through the SE Student screen or the Portfolio screen.

• Navigate to the SE Student (or Student) screen.

• Click at the top of the screen. The StudentSISFind screen opens in a separate window.

OR

Navigate to the Portfolio screen.

• Click at the top of the screen. The StudentSISFind screen opens in a separate window.

When looking for student records, one or many of the selection criteria may be used. In some instances, it may be helpful to use more than one piece of information. For example, there may be several students with a last name of Smith.

• Enter all or part of the Last Name, First Name and Student Number.

• Click at the top to the screen. A list of students matching the criteria entered displays.

NOTE: If Synergy SE does not find any students that match the search criteria, this message displays.

• Click and check the search criteria. To change the search criteria, re-enter data in the group box. If the message returns, the student may not be available.

• Select the appropriate process for the student from the Initial Process .

Tip: Is the student transferring in from another school district? Select the Transfer Process. Is the student a new special ed referral? Select the Initial Process. If a student is brought into the wrong process he or she can always be moved to the correct process once imported into Synergy SE.

• Insert the Enter Date or click   and select the date.

• Click on the student’s record to highlight.

• Click at the top of the screen. Or, just double click on student's record. The webpage displays this message.

   

A dialogue window will appear stating that the student was successfully added to Synergy SE. Unless the school district has set the default Case Carrier option, the user who conducts the import will be assigned as the Case Carrier for that student.