1. Technical Training Workshop for SPED Case Managers
PowerSchool, TES TotalView, Welligent Mail

2. Objectives Tag SPED students on PowerSchool
SPED Case Managers will be able to:
Tag SPED students on PowerSchool
Request new services (LAS, OT, PT) on TES TotalView
Add student records to Welligent using Welligent Mail

3. Tagging SPED students on PowerSchool
1) Log-In to PowerSchool:
firstname.lastname;greendot2000
3) On left hand column, go to “Custom Screens,” then click on “07 Special Education”
4) At minimum, please fill in:
Program
Special ED DIS Service
Case Carrier
Does student have a BSP?
IEP Accommodations
Katie

4. TES TotalView (LAS, OT, PT)
Request new services
Follow the progress of new and pending request
Receive notifications via whenever a transaction is completed.

5. Transferring records to Welligent
Step 1: Fill out the Welligent Record Transfer Request Form (need Admin signature)

6. Step 2: Input student info on Welligent Transfer Request (Excel)

7. Step 3: Send files through Welligent Mail

8. From the Welligent opening Communication Center screen go to the Function Navigator menu and select ‘Mailbox’.
Left-click on
‘Mailbox’.

9. Once in ‘Mailbox’ create a new email by left-clicking on the ’NEW’ button.
Left-click on
‘NEW’ button

10. The SPED SUPPORT SECTION account may be found by using
any of the following KEY words and left-clicking the ‘Find’ button: SPED, SUPPORT, or SECTION. Be sure to select ‘All Locations’. 1.
Type in SPED and
left-click on Find. 2.
Select
‘All Locations’
from dropdown

11. Once found, check the ‘Support Section, Sped’ checkbox then left-click
on the ‘Add =>’ button so that SPED SUPPORT SECTION populates
the Message Recipients box. 3.
Name populates
Message Recipients
box. 1.
Check on
the Name 2.
Left-click
On Add =>

12. Type subject and school
Left-click on ‘Message Details’ button, enter subject, a descriptive message, and a priority level. 1.
Left-click on
Message Details
Button 2.
Type subject and school
name in Subject Box 3.
Type message in
Message Box 4.
Choose
Priority

13. Left-click on the ‘Attachments’ button, left-click on ‘Browse’, choose file to be attached and then open it. Once opened, the file automatically becomes an attachment to the message. 1.
Left-click on
‘Attachments button 2.
Left-click on
‘Browse’, find
the file, and
open it. 3.
Once file is
‘opened’ it
will attach to
the message.

14. Left-click on ‘Send’ to complete the Welligent Mail process.
The ‘Send’
button