The Student Summary screen displays key student data on one screen, including ESE, ELL, and 504 indicators, custodial contacts, current enrollment/attendance details, current year grade summaries, letter logs, discipline graphs, published reports, select demographic fields, test history, and applicable ESE exceptionality details (for Florida districts). The Student Summary respects the user's permissions, e.g. if the user does not have view permissions to Test History, the Test History section of the screen does not display.
In Users > Profiles, ensure the appropriate profiles have the View permission enabled for the Student Summary. All administrator and teacher profiles that have the View permission to Student Info will have the View permission enabled for the Student Summary by default. For parents and student profiles, the View permission for Child Summary and My Summary must be manually enabled.
1. In the Students menu, select Student Summary.
2. On the Search Screen, enter search criteria to locate the student and click Search.
See Searching for Students for detailed instructions on the various ways to search for students.
3. Click the student.
You can also access the Student Summary screen by clicking Summary at the top of the student's record in Student Info.
At the top-left corner of the screen, the student's photo, name, student ID, and grade level are displayed. Additionally, ESE, 504, and ELL indicators display, if applicable (ESE if the student has an active exceptionality, 504 if 504_eligible is Y, and ELL if the English Language Learner field is LP or LY).
The system preference "Special Education Term for Elementary Scheduler" controls which special education term is used on the Student Summary (Special Education, SPED, ESE, Exceptionality, IDEA).
4. Click the Communication button to open the Compose tab of the Communication screen, with the student automatically selected as the recipient.
5. Click the Print button to print the Student Summary.
6. View the student's primary address. Click the address card to make changes in Addresses & Contacts.
Viewing the student's primary address requires the View Addresses & Contacts permission, which is enabled via Users > Profiles > Students.
7. View the the student's custodial contacts in the Contacts block(s).
If a highlight color was enabled for a contact flag in Students > Address Fields > Contact Flags, contacts with that particular flag (e.g. Custody) will be highlighted in the selected color for emphasis. Contacts with more than one contact flag will display the highlight color with the highest priority as set in Students > Address Fields > Contact Flags.
8. Hover over the contact to view details in a tool-tip. Click the contact to view the contact information in Addresses & Contacts.
9. In the Attendance Summary section, view total full days possible, total full days attended, total full days absent, total instructional minutes missed, enrollment dates, and attendance summary cards for the full school year.
10. Click an Attendance Summary Card to open a detailed modal displaying the underlying attendance records for that category. Depending on the selected card, the modal may include additional summary information, such as attendance code totals, along with detailed records for the selected date range.
a. Click ABSENCES to view a summary of absence information for the selected date range, including the total number of days absent, periods absent (or minutes absent, depending on district configuration), attendance percentages, and a legend showing each attendance code with its corresponding count. You can also review detailed absence records, including the date, section, attendance code, attendance title, and other related information. Click Close to close the pop-up window.
11. View the Current Grades section for a summary of the student's current year grades from Final Grades, GPA, & Class Rank.
12. View records included in the Letter Log section.
The Letter Log student field must have "Visible on Student Summary" enabled in Setup > Fields for this section to be included on the Student Summary.
13. Use the Discipline section to see discipline referral graphs for Action Days, Discipline Code, Location, Time, Weekday, and Month.
14. In the Reports section, view any files that have been published to the Parent/Student Portal. Click the file to view it.
15. Use the Demographics section to view any student fields with "Visible on Student Summary" enabled in Setup > Fields are displayed.
16. In the Test History section, view the student's test history, along with trend graphs for tests taken multiple times. See Standardized Tests for more information on setting up test graphs.
17. Leverage the ESE Exceptionalities section (Florida only) to view the ESE Exceptionalities logging field if the student has an exceptionality.
18. In the Custom Enrollment Fields section, view any student enrollment fields with "Visible on Student Summary" enabled in Setup > Fields.
See Additional Features for more information on printing, exporting, filtering, and more.