Help Documents


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User Guide - English

guide d'utilisation - Français

 

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Add a Person to a Form

This section will walk you through adding new persons to a form to begin records for them.

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Advanced Search and Saved Searches

Advanced Search allows you to build a custom report from data entered within clevr forms.


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Alerts

Alerts are messages used to communicate important information to end users that can be deployed to different areas within clevr such as the Homescreen, Dashboard, etc.

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All Roles Dropdown

clevr forms are no longer restricted to just student forms; you can now have staff or school forms! The All Roles dropdown can be used to control which role you are viewing records for.


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Bulk Data Entry

Bulk Data Entry is used to populate the same value into multiple records at a time.

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Bulk Printing

Class sets of printouts can be generated in bulk using this module.


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Clone Record

You can make an exact clone (copy) of a record in clevr with the click of a button.

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Dashboard

The Dashboard is a landing page in clevr composed of different widgets.


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Electronic Signature

You can now add your signature to any Report Editor printout with the click of a button if Electronic Signature functionality is enabled!

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Email Scheduler

Advanced search results can now be scheduled and emailed to you on a regular basis for up to three locations at a time.


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Files and Links

Some forms allow you to upload files to a record or add links. This section will walk you though everything to know about this feature!

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Forgot Password?

If your division does not utilize active directory as the login method you can reset a forgotten password using this feature.


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Grid View Data Entry

Update multiple entries at once with Grid View! You can insert different data into the same fields in the same session and you have a visual of which fields are being modified.

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Groups and Classes

The Groups and Classes module allows you to add and manage custom groups within clevr and gives you a view of classes that have been imported into clevr from a SIS integration.


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Homescreen Overview

The Homescreen is where most users land when they log in to clevr. This section will walk you through the Homescreen and all the features contained within it.

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Import Data

Some specially marked fields within clevr forms are flagged to receive data from your SIS. This section will walk you through importing data into these fields.


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Last Modified By

You can see the name of the last user who modified a record along with a date stamp in two places.

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Linked Accounts

Users with multiple user accounts can navigate between them with Linked Accounts without need to re-enter their password each time.


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Navigation Tips

This section will walk you through some basic navigation tips and tricks.

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Print

This section will outline all the different ways you can print within clevr.


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Printing Support - Enable Popups

Popups must be enabled within your internet browser to print with clevr. This document will walk you through identifying your internet browser and enabling popups.

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Record Rollover

A Record Rollover is a process used within clevr to archive records. It is typically performed once a year, usually during the summer after data entry is complete.


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Record Status - Unlock Record

Check out this section to find out how you can change a record’s status from active to locked.

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Saving

This section will outline how saving works in clevr.


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SDS Process for Intensive Supports

SDS Data Transfer allows Saskatchewan districts to generate XML files of their IIP Intensive Support data to be submitted to the Ministry.

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Student Profile

Student Profile is a module that gives users an overview of a specific student and the forms that have been created for them.


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Student Status

In clevr students are filtered based on their status - acive, inactive, or pre-registered. Find out how to filter for students with different statuses in this article.

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User Module

clevr user accounts can be created and managed within the clevr User Module. Create or delete accounts or reset passwords with this module.