1. Contact Verification through the Portal USR 02 Ken Lord Bedford Public Schools

2. Agenda What is the Contact Verification Workflow? Designing your process and workflow What are the different parts of a workflow? How to implement, customize and test

3. What is the Contact Verification Workflow? Displays current information in Aspen for the parent to review. Allows parent to update information of your choice. Office staff reviews information entered before posting to student record. Once record is posted – Emergency Card Updated field changed to True.

4. Designing Your Process and Workflow Bedford uses this for Emergency Card Updates. What fields of data do you want to allow a parent to update? Who will process the updates for posting? Will you require parents to use this? How will you “chase” the ones that don’t? Will this replace a current paper process?

5. What are the different parts of the workflow? Data Dictionary Procedure Templates Workflow Extended Data Dictionary

6. Implementation Steps 1.Design – Which fields will be accessible? 2.Import – Import workflow package, templates and procedure. 3.Data Dictionary – Create/edit any necessary 4.Edit Extended Data Dictionary Std-Cnt-Verify- EDD 5.Relate fields to alias used in Extended Data Dictionary

7. Implementation Steps 6.Edit Templates - contactVerification.student &and contactVerification.contactPopup 7.Assign staff type Secretary to staff that will manage submissions 8.Test

8. exceptional software. extraordinary service.

9. Thank you. ken_lord@bedford.k12.ma.us