Recent updates
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FTE Null Students
Updated onArticleUtilize the FTE Null Students report to view students who have invalid data or attendance issues and are currently receiving no FTE. This report allows users to review the students and student data in order to correct the invalid information. Set the parameters and survey information in order to generate the report.
State Reporting Florida State Reporting Florida Reports
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12.0.35 - 02/11/2024
Updated onArticleFOCUS-41934- W2 Correction System improvement adding option to mark W2 as Correction in Payroll > W2 Reporting > Adjustment. When selected, the employee will receive a message on ESS to contact Payroll for a W2C. See W2 Reporting for details. FOCUS-41218- Employee Requests | Timestamp W4 approval System improvement adding time stamp to Human Resources > Employee > W4 information.
Release Notes and State Reporting Updates Release Notes Version 12.0.X
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W2 Reporting
Updated onArticleThe W2 Reporting process allows users to create paper copies of the W2s which can be printed to a local printer or downloaded as a .pdf and/or an electronic copy for uploading to the Social Security Administration (ssa.gov) site. W2s can also be published to Employee Self Service for employees to view. The W2 Reporting screen also gives users the ability to make W2 adjustments and corrections (W2C).
ERP ERP Administrator Help Payroll
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12.0.33 - 01/28/2024
Updated onArticleFOCUS-41747- feat(budgets): add optional category restrictions to BM requests System improvement adding a setting to require specific elements in Budgeting/General Ledger > Budget > Budget Maintenance. To enable: Setup > Settings > Miscellaneous > Misc. - 'Required elements on Budget Revisions/Amendments' select elements that are required. See Setup > Settings > Miscellaneous for more information. FOCUS-41695- feat(warehouse): add facility addresses to delivery location column System improvement adding campus address to each item on Warehouse > Pick List. FOCUS-41677- feat(accounts-receivable): update Receipt Report void checkbox logic System improvement updating 'Void' logic on Receipt Report. FOCUS-41650- feat(accounts-payable): allow including drafts in PO Report System improvement adding 'Draft' to search criteria in Purchasing/Accounts Payable > Reports > Purchase Request/Order Report > Detailed Report. See Purchase Request/Order Report for more details. FOCUS-41565- feat(elements): add 'Send Back to Originator' button for element requests System improvement adding ability to 'Send Back to Originator' in Setup > Settings > Element Requests. See Element Requests for more information. FOCUS-41368- Import/Export on Buildings / Rooms System improvement adding export, print, and import functionality to Buildings tab and Rooms tab in Fixed Assets > Setup > Maintenance. See Fixed Assets > Maintenance for additional details.
Release Notes and State Reporting Updates Release Notes Version 12.0.X
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Regenerate Form Images
Updated onArticleThe Regenerate Form Images screen generates form images for forms (gl_requests) within a certain date range; it checks the date of the forms request_date to determine if its in the valid range. Only forms with the status of 'Y' that have not been deleted will get the approved and completed forms. This process works if there is a Upland/Optiview HR server setup via Setup > Settings > Integrations.
ERP ERP Administrator Help Development
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12.0.34 - Revision - 02/08/2024
Updated onArticleRemoved FOCUS-40095 - User Profiles: New "Login as Parent" Profile Permission
Release Notes and State Reporting Updates Release Notes Version 12.0.X
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Profiles (Permissions)
Updated onArticlePortal: Allows the profile to access the Portal via the Setup menu. Note: If View and Edit rights are not enabled, the profile will still have access to the Portal. Portal: Allow Login: Allows the profile to log into the portal. If not enabled, the profiles selected will display as disabled and the linked users will not be able to log in. Portal: Package: SIS: Allows the profile to access SIS and selected screens. Portal: Package: Finance: Allows the profile to access ERP and selected screens. Portal: Enable Terms and Conditions: Dependent upon the System Preference, Enable Terms and Conditions(Default School Preferences > General). If selected, the profile will have access to Terms & Conditions via User Info. This will display a Terms and Conditions pop-up that must be signed by users before accessing the Portal and the mobile app. Portal: Require Two Factor Authentication: Requires the profile to provide additional authentication upon logging into Focus via the Google Authenticator application. This setting removes the option to disable or Enable Two Factor Authentication from the profile user preferences screens, such as My Preferences (Admin), Preferences (Teachers), and Preferences (Parents/Students). Portal: Enable User Access to Two Factor Authentication: Allows the profile to enable and disable two factor authentication upon logging into Focus via the Google Authenticator application via the applicable preferences screen, such as My Preferences (Admin), Preferences (Teachers), and Preferences (Parents/Students). Note: If this permission is enabled, the Require Two Factor Authentication permission check box will automatically be cleared. Only one of the two permissions can be selected at a time. Portal: Allow user to Request Emergency Assistance: Allows users to access and use the Request Emergency Assistance button on the mobile app, which triggers a special API process the district must already have set up with Informacast and Rapid SOS. Note: This permission is specific to Collier County. Portal: Allow user to Request Emergency Lockdown: Allows users to access and use the Request Emergency Lockdown button on the mobile app, which triggers a special API process the district must already have set up with Informacast and Rapid SOS. Note: This permission is specific to Collier County. Portal Editor: View and Edit permission allows the profile to customize the Portal page display, or dashboard, for different profiles. The dashboard is built using blocks that can contain programs (such as Alerts, Find a Student, Upcoming Events), graphs, and custom HTML. If only the View permission is enabled, the profile will not have access to this screen. Automated Cron Messages: If View permission is enabled, the profile has the ability to send the output of a query and/or a static message to a user or group of users. Edit permission is not required. System Preferences: If View and Edit permission is enabled, the profile has the ability to view and edit all system preferences. If View is enabled but not Edit, the profile may review preferences but may not make changes. System Preferences: Configure Single Sign-On: Edit permission allows the profile to view and edit Single Sign-on settings. Site Administration: Edit permission allows the profile to If enabled, the profile can update the site to a new version of Focus or update to the latest revision of a version, as well as update state reporting, and install particular branches to the site. Letterhead Templates: Edit permission allows the profile to view and edit Letterhead Templates, which are used to create the header and footer templates for a school's documents, including report cards, transcripts, and letters that pertain to attendance, discipline, grades, billing, school trips, etc. Address Catalog: If enabled, the profile can view or view and edit the Address Catalog, which allows for imported addresses and zones to be set for the district's schools to validate that a student can attend a specific school based upon their residential address. Gradebook Templates: If enabled, the profile can view and edit Gradebook Templates, which allows the district to set up templates that populate assignment categories and assignments into the Gradebook for specific schools and courses. Gradebook Comment Codes: If enabled, the profile can view and edit Gradebook Comment Codes, which is used to set up comment codes for Gradebook assignments. Grade Posting Averaging: If enabled, the profile can view and edit Grade Posting Averaging, which is used to set up grade posting schemes, which determine how quarter, semester, and full year final grades for a course are calculated. School Fields: If enabled, the profile can view or view and edit School Fields, which is used to set up the categories and school fields that display in School Info. Translations: If enabled, the profile can view or view and edit Translations, which is used to add translations for a variety of phrases used in Focus, such as course titles, standard titles, report card comments, and student fields, so that report cards can be printed in the student's primary language. Application Editor: If enabled, the profile can view and edit applications via the Application Editor, which is used to set up enrollment forms for new students to enroll in the district or for existing students to update their information in Focus. Forms can also be built around any student field listed on a Form Record. Application Editor: Application Courses: If enabled, the profile can access the Application Courses tab in Application Editor. This functionality is for postsecondary schools. The Application Courses tab is used to define the courses that applicants are able to apply to on the online application. Applicants can then select and prioritize the courses to which they want to apply. Login History: The View permission allows the profile to run login history. View and Edit permission allows the profile to enter search criteria and view Login History, which tracks IP addresses and whether login attempts were successful. Edit Rules & Workflow: The View permission allows the profile to view the Edit Rules & Workflow screen, which includes Validation, Linked Fields, Alert Icons, Execute SQL, and Workflow Triggers. The View and Edit permission allows the profile to view, edit, and create new rules and workflows. Lockers/ Student Rooms: If enabled, the profile can view or view and edit the Lockers screen, which is used to set up locker locations, set up lockers and locker combinations, and assign lockers to students. The permission is called Student Rooms for post-secondary schools. Community App: If enabled, the profile can view or view and edit the Community App, which is used to set up some of the features used in the Community App, including Facebook and Twitter feeds, login page customizations, and links to websites and documents. Third Party Systems: If enabled, the profile can view or view and edit Third Party Systems, which is used to set up integrations between Focus and other applications, including OneNote Class, ALL in Learning, Canvas, and Schoology. Third Party Systems: Send user as "admin": If enabled, the profile can send a user with an administrator profile to a third party, as opposed to sending all users with teacher profiles; therefore, if a specific user should be set up with a third party with more permissions, sending them as an administrator will enable these permissions. Third Party Systems: Send user as “teacher": If enabled, the profile can send a user with a teacher profile to a third party. Third Party Systems: Send user as “proctor": If enabled, the profile can send a user with a proctor profile to a third party. Third Party Systems: Send user as “aide": If enabled, the profile can send a user with a aide profile to a third party. Blackboard APIs: If enabled, the profile can view or view and edit the Blackboard APIs screen in order to set up the Blackboard integration. Blackboard Transfer Logs: If View is enabled, the profile can view records containing errors as a result of the Blackboard integration. If Edit is enabled, the profile can resend the records that were not previously successful in the transfer. Ed-Fi Setup: If View and Edit is enabled, the profile can set up the integration between Focus and Ed-Fi. With View permission only, the profile can review integration already established but cannot make changes. Ed-Fi Logs: If View or View and Edit permissions are enabled, the profile has the ability to select options and review the reports. Moodle API Setup: If View or View and Edit permissions are enabled, the profile has the ability to set up integrations between Focus and Moodle. Moodle API Import Log: If View or View and Edit permissions are enabled, the profile has the ability to review imported totals as a result of the Moodle integration. Moodle API Error Log: If View or View and Edit permissions are enabled, the profile has the ability to review records containing errors as a result of the Moodle integration. Form Builder: If View or View and Edit permissions are enabled, the profile has the ability to create electronic forms that are completed by users in Focus. Form Builder: Edit Form Actions: If Edit is enabled, the profile has the ability to to view and use the Actions tab in the Form Builder. Approval Flow: If View and Edit permissions are enabled, the profile can track flow type, view and modify details of each approval flow. If only the View permission is enabled, the profile has the ability to view details of each approval flow but cannot edit. District Info: If View and Edit permissions are enabled, the profile can view and edit District Info fields. If the View permission is enabled without Edit, the profile has view data but cannot edit any fields. District Fields: If View and Edit permissions are enabled, the profile can view existing fields, add, modify, and delete categories and fields. If only the View permission is enabled, the profile can review district fields but cannot edit fields. School Info: If enabled, the profile can view or view and edit general information about the school, including the school address, phone number, school level, web address, etc. The category and fields that are displayed on this screen are set up in Setup > School Fields (as well as additional permissions). Add a School: If enabled, the profile can view or view and add a new school to Focus. The school will then be available in the school pull-down at the top-right of the screen, and the process of setting up marking periods, calendars, periods, grade levels, etc. for the school can begin. The fields that display on the Add a School form are set up in Setup > School Fields (as well as additional permissions). Copy School: If enabled, the profile can copy data from one school to an existing school or new school. Marking Periods: If enabled, the profile can view or view and edit marking periods for the school and define the marking period, grade posting, and course registration dates. Attendance Calendar: If View and Edit permission is enabled, the profile can create calendars, as well as edit and delete calendars. With View permission only, the profile can view calendars but not make any changes. Attendance Calendar: Allow editing rotation days: If enabled, the profile can populate rotation days in the attendance calendar. Periods: If enabled, the profile can view or view and edit the Periods screen, which is used to set up the periods of the school day. Grade Levels: If enabled, the profile can view or view and edit the Grade Levels screen, which is used to set up the grade levels at the school. Options to roll from one grade level into another for the next school year are also set on this screen. Rooms: If enabled, the profile can view and edit the Resource Scheduler/Rooms screen, which is used to set up the rooms in the school in order to validate the room number on the schedule (short name) and then pull the title (FISH number) for state reporting. External Schools: If View and Edit is enabled, the profile can view, add, and edit external schools. if View is enabled and Edit is not, the profile can view external schools but not add or edit schools. Rollover: If enabled, the profile can run the Rollover, which involves two types of data: non-student information and student information. Rollover will move certain data from the current school year into the next school year. Duplicate Marking Periods: If enabled, the profile can Duplicate Marking Periods, which is used duplicate the marking periods set up in the current school year into prior years so that historic data, such as Course History, can be imported into Focus. This is the only function of this screen. School Choice Setup: If enabled, the profile can view and edit the School Choice Setup screen, which is used to set up the programs, transportation zones, and priority charts. The Choice/Magnet application and Special Placement Application (SPA) can also be customized. School Choice Setup: Program Categories: If enabled, the profile can View or View and Edit program categories. School Choice Setup: Programs: If enabled, the profile can View or View and Edit programs. School Choice Setup: Program Continuity: If enabled, the profile can View or View and Edit program continuity. School Choice Setup: Transportation Zones: If enabled, the profile can View or View and Edit transportation zones. School Choice Setup: Former Zones: If enabled, the profile can View or View and Edit former zones. School Choice Setup: Priority Charts: If enabled, the profile can View or View and Edit priority charts. School Choice Setup: Priority Chart Rankings: If enabled, the profile can View or View and Edit priority chart rankings. School Choice Setup: Customize Application - Magnet: If enabled, the profile can View or View and Edit magnet applications. School Choice Setup: Customize Application - SPA: If enabled, the profile can View or View and Edit SPA applications. School Choice Setup: Customize Application - Choice: If enabled, the profile can View or View and Edit choice applications. School Choice Setup: Statuses: If enabled, the profile can View or View and Edit statuses. School Choice Setup: Reasons: If enabled, the profile can View or View and Edit reasons. Tours and Auditions: If enabled, the profile can view and edit the Tours and Auditions screen, which is used to enter and track the students who have completed tours and auditions that are mandatory to apply to a particular School Choice program. Run Lottery: If View and Edit permission is enabled, the profile can run the lottery, which places students randomly into their selected choice program based on the priority ranking chart, taking into consideration the student's ranking of programs on the application. Utilizing this screen requires View and Edit permission. School Choice Reports: If enabled, the profiles can view or view and edit students' application information, including whether deadlines and requirements have been met, and to view the students' application status, as well as the number of available seats in each program. School Choice Reports: Magnet Student List: If enabled, the profile can view or view and edit students’ application information of the Magnet Student List report on the corresponding tab. School Choice Reports: SPA Student List: If enabled, the profile can view or view and edit students’ application information of the SPA Student List report on the corresponding tab. School Choice Reports: Choice Student List: If enabled, the profile can view or view and edit students’ application information of the Choice Student List report on the corresponding tab. School Choice Reports: Program Report: If enabled, the profile can view the report, which is a breakdown of available seats for each program at any given school. Print Letters: If enabled, the profile can view and create and print acceptance letters, waitlist letters, etc., as it pertains to School Choice applications. School Choice Application: If enabled, the profile can view or view and edit information submitted by the parent or student on the Choice application, as well as submit applications on the student's behalf. Magnet Application: If enabled, the profile can view or view and edit information submitted by the parent or student on the Magnet application, as well as submit applications on the student's behalf. Special Placement Application: If enabled, the profile can view or view and edit information submitted by the parent or student on the special placement application, as well as submit applications on the student's behalf. Import Student Photos: If enabled, the profile can view or view and edit the Import Student Photos screen, which is used to upload student photos into Focus individually or grouped in a .zip file. In order to import student photos and/or use the webcam, the Profile must have View and Edit permissions. Import Student Photos: Upload photos to all schools: If the permission is enabled, the profile will be able to upload a batch of photos that contains students from any school. Import Student Photos: Overwrite Existing Student Photos on Upload: If the permission is enabled, the profile will have the ability to upload a batch of photos that include students who already have a photo for that school year. Import Staff Photos: If enabled, the profile can view or view and edit the Import Staff Photos screen, which is used to upload staff photos into Focus individually or grouped in a .zip file. Import Staff Photos: Upload photos to all schools: If the permission is enabled, the profile will be able to upload a batch of photos that contains users from any school. Import Staff Photos: Overwrite Existing Staff Photos on Upload: If the permission is enabled, the profile will have the ability to upload and overwrite existing photos for staff. Import Student Files: Districts who have the Document Management add-on module can mass upload files into student file upload fields using the Import Student Files screen when the permission is enabled. Import Staff Files: Districts who have the Document Management add-on module can mass upload files into user file upload fields using the Import Staff Files screen when the permission is enabled. Manage Integrations: If enabled, the profile can view and edit the Manage Integrations screen, which is used to test, download, schedule, and send integration files for third party systems. Scheduled Jobs: Profiles with View only permissions, have access to Jobs and Execution History, but will not be able to Edit or Create Scheduled Jobs. Profiles with View and Edit permissions have the ability to view, edit, and create scheduled jobs. Match Students - Admin Panel: If enabled, the profile can view or view and edit the Match Students screen, which is used to track schools as they match imported records with their own students records. Match Students - School Panel: If enabled, the profile can view or view and edit the Match Students screen, which is used to manually match their own remaining test data to students by updating the missing/incorrect IDs in the import file. Import Tools: If enabled, the profile must have view and edit permission to access Import Tools, which is a set of tools designed to simplify the process of moving data from a school's previous software to Focus. Importer: If enabled, the profile can view and edit the Importer screen, which contains the tools designed to simplify the process of moving data from the previous/current software to Focus. Imports: Select the View check box to allow users to view information and create new import processes. Imports: Import Tools: Select the View check box to allow users to conduct imports using the Import Tools tab. Imports: Student Match Files: Select the View check box to allow users to utilize the Student Match Files tab and conduct student matching processes. Imports: Reports: Select the View check box to allow users to view and run import Reports from the corresponding tab. Imports: Settings: Select the View check box to allow users to view and enable specific Settings in order to determine how imports are organized and processed from the corresponding tab. Run Query: If enabled, the profile can view and utilize Run Query via the interface from the Setup menu in order to run SQL. Note: Permissions changed here do not change permissions in the configuration file, which is user specific. For example, if a user has permission to SELECT, that permission will remain regardless of the permissions changed to their profiles. By default, permissions are not given to profiles. However, if a user already has specific permissions from the configuration file, that permission will remain intact. Run Query: SELECT: If enabled, the profile can use the SELECT command, which retrieves rows from zero or more tables. Run Query: EXPLAIN: If enabled, the profile can use the EXPLAIN command in Run Query, which displays the execution plan that the user generates for the supplied statement. Run Query: SET: If enabled, the profile can use the SET operation in Run Query, which changes run-time configuration parameters. Run Query: INSERT: If enabled, the profile can us the INSERT command in Run Query, which inserts new rows into a table. Run Query: UPDATE: If enabled, the profile can us the UPDATE command in Run Query, which updates rows of a table. Run Query: DELETE: If enabled, the profile can us the DELETE command in Run Query, which deletes rows of a table. Run Query: TRUNCATE: If enabled, the profile can us the TRUNCATE command in Run Query, which quickly removes all rows from a set of tables. Note: This command has the same outcome as an unqualified DELETE on each table; however, since it does not scan the tables, it is done faster. Run Query: DROP: If enabled, the profile can use the DROP TABLE statement, which is used to drop an existing table in a database. Run Query: CREATE: If enabled, the profile can use the CREATE DATABASE statement, which is used to create a new SQL database. Run Query: ALTER: If enabled, the profile can use the ALTER TABLE statement, which is used to add, delete, or modify columns in an existing table, or to add and drop various constraints on an existing table. Run Query: BEGIN: If enabled, the profile can BEGIN the sequence of SQL commands. Run Query: COMMIT: If enabled, the profile can COMMIT, which is used for storing changes performed by a transaction. Run Query: ROLLBACK: If enabled, the profile can ROLLBACK, which is used for reverting changes performed by a transaction. Work Order Requests: If View or View and Edit are enabled, the profile can input requests for work needed which can be linked to a Fixed Assets, pull in products from the Warehouse, and more. The profile will also have access to the Drafts and Request History tab. Work Order Requests: View All Users' Requests: If enabled, the profile can view all drafts and requests in Request History created by other users. Work Order Requests: Edit Requests: If enabled, the profile can edit the allocation section for pick lists after they have been submitted. Work Order Requests: Allow Negative Budgets: If enabled, the profile can use negative budgets in allocations to submit work orders. Work Order Requests: Cancel Approved Requests: If enabled, the profile can cancel work order requests that have already been approved.
SIS SIS Administrator Help Users
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Addresses and Contacts
Updated onArticleIn this lesson, our trainer Susan will be showing us how to access, edit, add, and delete both contacts and addresses for our students in the Focus SIS.
Focus University Focus University Training Videos Intro to SIS
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Grade Posting Averaging
Updated onArticleThe Grade Posting Averaging screen is used to set up grade posting schemes, which determine how quarter, semester, and full year final grades for a course are calculated. Multiple grade posting schemes can be set up for a school to accomodate the needs for various courses. Grade posting schemes are assigned to sections in the Course Catalog, Courses & Sections, and the Master Schedule Report.
SIS SIS Administrator Help Setup
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Form Builder (Training Manual)
Updated onArticleForm Builder allows districts to create forms for use with the SIS, ERP and/or SSS modules.
SIS SIS Training Manuals Form Builder