Embedded Files
Don't forget - there are new subject categories for contacts! Your assigned reading for the Insight Manual includes the page that lists these categories, who should use them and when.
I cover the contact uploading process in your training in some detail. However you may have some questions as you get into the habit of uploading contacts on your own. Here are some that are frequently asked. First, a few reminders:
You should be using the upload templates I provided you. Also available in the Google Drive folder linked below. The best way is probably to have all school templates open throughout the day, add to them, save them and then upload to Pathways.
How To Contact Upload
How To Contact Upload
The Spreadsheet Method
Uploads to Pathways need to be in .csv format and it needs to have ALL of the column headings from the template, including the columns we leave blank.
This means that if you choose to use the Contact Upload Drop-Down template (which returning staff will be familiar with, but I don't recommend for new staff), you will still need to get all of that data into three separate .csv files, one for each school.
When in doubt about a subject to choose, please ask your lead.
How To Contact Upload (Directly Into Pathways)
How To Contact Upload (Directly Into Pathways)
Log in to Pathways
JUMP TO A SCHOOL (or all three in separate tabs if you like)
Navigate to Teachers > Contact Manager > Contact Manager (again in the white area)
Scroll down and find your students. Click "add contact" for any student you want to add a contact for. If you don't have a roster in Pathways, you can search by SID in the search box (make sure you are in the right school or you won't get results). You can hover your mouse over the search results and click "Add Contact" in the pop-up panel. Or if you click on the student it takes you to their dashboard and you can find "Add Contact" there.
Fill out the contact form. REQUIRED fields include the subject and the contact method! Save when done.
Q: How do I resolve my errors after uploading?
A: First, it is good you are asking this, since it means you are actually scrolling down after you upload and checking for errors.
Secondly, the most common error is that whatever scope (school) you put down was wrong for the student whose ID you entered. Double-check TotalView and your own personal tracker. You'll have to re-enter the contact, manually or with another upload.
Q: Do I have to upload every day?
A: Ask your lead. Some departments may not require it. Others do require it.
Q: What happens if I accidently upload my contacts more than once?
A: You will have to manually delete them. This requires searching for the student(s) in Pathways, looking at their contact history, opening individual contacts, and scrolling down to the bottom to delete them (there are instructions on the screen for doing this once you have their contacts open).
Q: Why isn't Pathways recognizing my name?
A: This is almost always a permissions error and we will have to work with the Pathways team to resolve it. If you are seeing error messages that say you are not recognized when you try to upload, let me know. I will get the ball rolling with Pathways support.
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