CTA Synergy Blog - Training

Trainings for CTA Districts

Synergy 101

This is the introductory course for anyone using the Synergy product from a school or central office perspective. It includes login, navigation, find, filtering, reporting and other activities.

8/11/25 8:00am - 10:30am

8/25/25 8:00am - 10:30am

Enrollment

This course covers adding and editing demographics, enrollment (of new and transfer students), parent, emergency contacts, and other student specific information. It also includes immunizations, programs and groups.

8/11/25 11:00am - 1:00pm

8/25/25 11:00am - 1:00pm

Attendance

This session covers both daily and period attendance. It includes a review of the school calendar, attendance codes and options, how to take attendance by student or class. We will discuss basic attendance reports.

8/11/25 2:00pm - 4:00pm

8/25/25 2:00pm - 4:00pm

Course History

This training covers update of student course history, adding new and editing existing course history. Also covered is reporting related to course history information and moving current-year final grades to course history.

8/12/25 8:00am - 10:00am

8/26/25 8:00am - 10:00am

Walk-In Scheduling

This class goes over how to create a schedule for a brand new student and how to edit a schedule for a current student. We will discuss the Pro's and Con's of the Walk In Schedule screen as well as more accurate scheduling tools. We will review how to successfully and safely remove classes from a student's schedule.

8/12/25 11:00am - 1:00pm

8/26/25 11:00am - 1:00pm

Discipline

This training includes how to enter and edit discipline incidents along with running reports related to incidents using the new Discipline screens that were recently added to Synergy.

8/12/25 2:00pm - 4:00pm

8/26/25 2:00pm - 4:00pm

Query Basics

Participants in this training will go over how to create a basic query starting from a search and modify the query by changing the fields it includes.

8/13/25 8:00am - 10:00am

8/27/25 8:00am - 10:00am

TeacherVUE Elementary

The TeacherVUE training includes logging in and navigating in TeacherVUE, setup details and preferences, accessing student demographics, taking attendance and running different reports. Grade Book topics include adding and grading assignments, grade book preferences and setup and entering marks to the report card. We will also cover how to create Rich Content assignments.

8/13/25 11:00am - 1:00pm

8/27/25 11:00am - 1:00pm

TeacherVUE Secondary

The TeacherVUE training includes logging in and navigating in TeacherVUE, setup details and preferences, accessing student demographics, taking attendance and running different reports. Grade Book topics include adding and grading assignments, grade book preferences and setup and entering marks to the report card. We will also cover how to create Rich Content assignments.

8/13/25 2:00pm - 4:00pm

8/27/25 2:00pm - 4:00pm

Currently Not Offered

Health

Covers how to add medical conditions to a student's record, entering immunization data and using the nurses' log.

New Year Setup

Training/work session preparing districts for the next school year. Covers School Setup, Grading Setup, Attendance Setup as well as other setup areas.

CTE Training

This session will cover the CTE Setup process, and the changes to the collections that ODE has implemented for this year. This includes some new requirements in the CTE Programs, Work Based Learning, and Industry Recognized Credentials.

Graduation Tracking

Participants will go over the setup required to run the U-CTA-2058: Graduation Progress Report and U-CTA-2058: Graduation Progress List reports from Synergy. These reports can be used to identify students who are not on track to graduate so that schools may make informed scheduling decisions for Seniors.

Deep Dive into District State Requirements

There have been many changes and additions to the District State Requirements screen over the years, and this session will go over every setting and how those affect the state reports. We will also discuss School State Requirements, and how those override District State Requirements.

This will be a great session if you are newer to Synergy, or if you aren't new and just need a refresher or want to learn what is new.

CTE Training

In this session, we will cover the CTE program setup, Work-Based Learning, Industry Recognized Credentials, and how to run the update CTE process.

Security Training Review

In this session, we will cover a review of our Synergy security model and expand on some of the often overlooked options available. A large portion of this session will be Q&A

Course Requests

This is an online training for secondary schools. It is recommended that the New Year Rollover has been performed at your District so that you have access to the 2025-2026 school year database. All work will be done in the 2025-2026 Focus.

This training covers the following:

- Reviewing the necessary setup not only for inputting course requests, but completing a master schedule

- How to add course requests in mass

- How to input/edit course requests for an individual student

- Exploring the Online Forecasting options (where students log into StudentVUE and input their course requests themselves), and how to set this up.

- A review of screens and reports that can be used for troubleshooting.

Mass Scheduling

This is an online training for secondary schools. It is required that you are either familiar with how to input Course Requests in synergy or have attended a Course Request Training. It is recommended that the New Year Rollover has been performed at your District so that you have access to the 2025-2026 school year database. All work will be done in the 2025-2026 system.

This training covers the following:

- How to create a mass scheduling option set (to create a schedule that does not affect the rest of Synergy yet)

- Create and modify sections

- Create and schedule teams, houses, and other applicable scheduling pieces

- Run the scheduler to load students into sections (based on their course requests)

- Find, analyze, and resolve scheduling conflicts

- Locate and understand various scheduling reports and how to use them for troubleshooting.

- How to duplicate Option sets and make changes to them

- “Push Out” a scheduling option set to make it live for students and staff

- How to access and use Schedule Board

Elementary Scheduling

This is an online training for elementary schools. It covers the following:

- Reviewing of the necessary setup

- Creating sections (both homeroom and specialist sections)

- Linking homeroom sections to the appropriate specialist sections (students will then automatically be scheduled into specialist sections when enrolled into a homeroom class).

- Exploring the various ways to schedule students into sections

Schedule Board

Schedule Board is a new Mass Scheduling tool that resides within the Mass Scheduler. It provides a visual representation of sections that can be dragged and dropped from one teacher to another, or from one period/term to another.

Please Note: You must first attend a Mass Scheduling Training or be familiar with the Mass Scheduler. This tool resides inside the Mass Scheduler and the training focuses on the tool itself and not the other components of the Mass Scheduler that surround it.

This training is for secondary schools. It is recommended that the New Year Rollover has been performed at your District so that you have access to the 2024-2025 school year database. All work will be done in the 2024-2025 Focus.

Open Lab - NWRESD

This is not a training. It is an open lab meant for those who have already attended trainings and want a quiet place to work and ask questions. This is not online. It is in person. Please feel free to come and go as you please. There is no formal instruction. Please only register if you intend to come, and if you cannot for any reason please cancel your registration or contact the administrator. This training requires at least 5 registrants to be held. If 5 people do not register by the week of the Open Lab, it will be canceled. Registrants will be notified, and other assistance will be offered. online.

This open lab will be held at the NWRESD building:

5825 NE Ray Cir, Hillsboro, OR 97124

**Please Bring a Laptop ** A computer is not provided.

Open Lab - MESD

This is not a training. It is an open lab meant for those who have already attended trainings and want a quiet place to work and ask questions. This is not online. It is in person. Please feel free to come and go as you please. There is no formal instruction. Please only register if you intend to come, and if you cannot for any reason please cancel your registration or contact the administrator. This training requires at least 5 registrants to be held. If 5 people do not register by the week of the Open Lab, it will be canceled. Registrants will be notified, and other assistance will be offered. online.

This open lab will be held at the MESD building:

11611 NE Ainsworth Cir, Portland, OR 97220

**Please Bring a Laptop ** A computer is not provided.