Progress Report Directions_IQ
**All data needed for the Progress Report will be on a spreadsheet generated by Anita. The spreadsheet will include demographic information and Summit K12 progress. Each specialist will need to add an attendance comment and an engagement comment before merging.
Step 1: Send Progress Report email template to Learning Coach/Student and Save as a Note in PowerSchool (see below for each Quarter template)
Log into PowerSchool and click on Search Students in your left navigation bar.
Using your Roster, you will copy and paste your SIDs into the student search area in PowerSchool and click search.
Follow the directions to send an email to students. Please copy and paste the email template and save as a note.
See VIDEO here.
Send Progress Report email to student and save as a note in PowerSchool. DO NOT FORGET TO SAVE AS A NOTE
Step 2: Send Progress Report Email for Teachers to all applicable staff:
HR Teachers and SPED Teachers (if applicable)
Please send one email and BCC all teachers. CC Anita
End of Quarter 1 Email Template - Teacher
End of Quarter 3 Email Template - Teacher
End of Year (EOY) Email Template - Teacher
Step 3: Go to your Progress Report folder and download and save the Progress Report Merge Spreadsheet (the most recent one) and the ELP Progress Report _English and Spanish_IQ (for the timeframe you are working on) Word doc from your Progress Report folder. You will use these for your merge.
You will use the spreadsheet and Word doc for the mail merge. It is important that they both be saved on your computer and can be found and referenced later.
Step 4: Begin your Mail Merge and send as email
Open the Word Doc (progress report)
Choose Mail Merge Wizard and start mail merge. Choose “email” to start. See HERE for instructions on how to mail merge to email.
Subject: It’s here! Your student’s ELD Q1 Progress Report!
Select LC email first, then do subsequent merges for HR teacher email and SPED email, if applicable.
Step 5: Begin your Mail Merge and Save ELPs as PDF
Go back to the beginning of the mail merge wizard and choose “letters”.
Mail Merge your ELP Student Roster and save as a PDF. Mail Merge resources can be found below:
Place PDF in your folder below, then email ELD Coordinator to let me know your PDFs are ready for separation.
Once your PDFs have been separated, please rename the PDFs.
Video How To can be found HERE
Naming Convention: SID, First Initial Last Name