User Files and Folders, Naming Conventions

@Stacey Jansen we have uploaded designed a complete digital student record. We have created several folders - “Previous School Records” which has files for Transcripts; Immunization (if not in Enrollment management); Report Cards; Community Service Hours; and Misc. - “Counsellor Confidential Files” which has files for sensitive reports from Physicians, court records, etc. - “PSAT Reports” which has files with the academic year, these files only, parents and student can see. We also post "Annual Reenrollment Information" which has academic years for parents to view what their tuition, FA & deposit will be for the reenrollment year. We are continuous enrollment school and this was a perfect way to post parent responsible tuition information. Many more folders "Attendance," “Old EE (Education Edge) Files,” “EE Alumni Transcripts,” to name a few more.

I do want to caution you – we tried to pull a report or try and see who had files in “Attendance” and there isn't a way to see who makes up the # that you see next to the folder/file name. Support said the only way to see is to do bulk uploads, which keeps the upload file. This would work for us because most of our uploading is by single student. So it is literally a file cabinet, you don't know what's in the students folder until you go to files & forms - lol. Our administration was totally fine with not being able to pull reports to see who had Attendance files.

Hope this helps

@Stacey Jansen

Here's a list of our files for students…