 All right, so welcome. Today, we will explore getting your classes set up with CESAW in Clever. My name is Yvonne Post, and I am a professional development and training specialist here at CESAW, and I currently live in San Antonio, Texas. And so on the call today, we have our clever support specialist, and I will let Katie introduce herself. Thanks, Yvonne. Hi, everyone. Katie Gardner. I'm a technical support specialist for Clever. I'm really glad to be here today to help you all learn how to get CESAW set up and going for your district. I saw a lot of people in the chat who said they were TOSAs. I was a TOSA previous to working at Clever. I was also a classroom teacher for many years. I was in the education industry for 16 years, and now I'm working on my second career at Clever, and I'm really excited to be here. All right, so this webinar is for admin who plan to use Clever to create CESAW classes this back to school. So just a quick note, if you will be making any changes to the number of student licenses or schools that are sinking, please go ahead and reach out to our CESAW support team. We went ahead and dropped that link in the chat for you. So today we are going to explore how to set up Clever and CESAW. So we're going to explore how to request to connect Clever to CESAW, recommended sharing rules, set up classes with Clever, and troubleshooting. And last but not least, we will share our training and professional development opportunities here at CESAW. So as we get started, I wanted to share some common questions and some answers for you. So the first question is, so what will happen to all classes when we sync with Clever? So the Clever sync will not affect any classes created by your teachers. Manually created classes that will not be in use this school year should be archived by an admin. So last year's Clever classes will be automatically archived when the new school year data is synced with CESAW. So the next question is, we use Clever last year. Can I keep my old sharing rules? Yes. There is no need to set up new sharing rules every year unless your CESAW for school subscription changes to add more schools, grade levels, or subject areas. So if your subscription has changed, you can edit your sharing rules to include those additional sections or schools. So in the chat, we've went ahead and included an additional resource to help guide you through these questions. All right, I'm gonna kick it on over to Katie. All right, everyone. So I'm gonna tell you a little bit about how to add CESAW. If you don't already have CESAW added as an application through Clever, and then we'll also talk about some adjustments that you can make to sharing rules as well. So as you can see from these screenshots, adding CESAW to your Clever is very simple. From the left side menu on your Clever dashboard, you can click the applications dropdown menu and select add applications. From this screen, you can search for CESAW. When CESAW appears, you can click request app and your request will be sent to CESAW for review. There will also be a few additional questions you'll need to answer before submitting your request, including whether or not you've already purchased CESAW for your district and whether or not you would like to set a launch date. Once the CESAW app has been approved, you'll then see the app in your list of applications on the Clever dashboard, alongside a green launched icon. If you're not setting up CESAW for the first time and you already have it launched, you should still see the same launched icon next to your CESAW application. So now you'll wanna adjust the sharing settings for CESAW. As Yvonne mentioned, if you wanna just keep last year sharing settings as long as they were working for you, feel free to keep them. But if you're adding the application for the first time or if you need to make any adjustments to those sharing settings, then what you'll wanna do is access those sharing settings for CESAW by clicking the application name. And this is from the list of applications on your Clever dashboard. And then you'll click the little edit sharing button underneath the box that says shared data on the overview page for CESAW. Once inside those sharing settings, you can then fine tune the users that are shared with CESAW. And you'll note that CESAW recommends using sharing by rules as opposed to sharing by district or sharing by schools. This is so that you can ensure only the necessary and licensed users are shared. And then on the right, you'll see a sample of a good sharing rule for CESAW. This rule shares only kindergarten through second grade sections that have a subject of homeroom or advisory at Pineapple Elementary School. Also note that this rule will also share teachers and students that are associated with the section as well. So no need to add additional sharing rules for the users. If you're sharing the section, you're also sharing the users. You can also add or adjust as many rules as you'd like to be shared for licensed users. But CESAW requires only sections listed as homeroom advisory as the subject for the grade levels you have licensed or any single class that captures the student roster for a teacher. Now I'm gonna hand it back over to Avon to show you how to log into your CESAW admin account. Thank you, Katie, such great information. All right, so before we get started, let's make sure that you're signed into your CESAW for schools admin account. So in order to access your admin dashboard, you must have an admin account in CESAW. To log in as a CESAW for schools administrator, you will need to navigate to app.CESAW.me while on a computer. Then click on the CESAW for schools administrator. District admin access their roster sync dashboard from their district dashboard. In order to run a sync, you will need to be a CESAW district administrator. So once your sharing roles have been configured, you can check your data and get ready to sync to roster classes for the new school year. So before you sync, it is important to review your data in Clever. From your Clever admin account, confirm students, teachers and sections and make sure that they look correct for each rule. CESAW will replicate your Clever data and create a class for every section shared in Clever. CESAW pulls student IDs from the CIS field in Clever. Please make sure that the CIS ID field in Clever matches the student ID in CESAW. If you need to make any adjustments, you can use the pencil icon to edit existing rules. Confirm that the total number of students, teachers and classes match what your school or district has purchased for. If you share more students than you purchased for, your sync will be put on a hold. The sync will not be able to run properly until you edit the number of students to match what you purchased for. To resume your nightly sync, click the manage sync button on your district admin dashboard. That'll be found in the bottom right hand corner. When the majority of your classes are ready and you are all set to sync your classes from Clever to CESAW, head to your CESAW district admin dashboard and click manage roster sync. Then click resume nightly sync. After you run your first full sync between Clever and CESAW, you may find errors on your roster sync dashboard. Errors can block data from fully syncing over and impact students and teachers' ability to fully use CESAW. So only share grade levels and classes you have purchased CESAW for schools for. Contact the person at your school or district who purchased CESAW to confirm those numbers, then update your sharing rules. Sharing more students than you have purchased CESAW for will create what we call a hold on your sync. CESAW only supports 150 students and 20 teachers per class. Classes will not update if they exceed these limits. Update your sharing rules to fit within these limits. For more information on CESAW user limits, we went ahead and placed a link in the chat for you. So a grade level is not required in Clever. If you don't include a grade level, classes will sync as grade level other in CESAW. So for more information on clearing these errors, including which errors that require assistance from our CESAW support team, we have placed our CESAW support request form in the chat for you, along with some other resources on how to fix these sync errors. If one of your schools is paused, you can resume the nightly sync for that school by clicking the three dot menu button next to that school and then select resume nightly sync. For schools that have a hold, you'll need to resolve errors and rerun your sync for that school. To view any errors affecting a school in CESAW, click the view errors button that appears next to the school. You'll be taken to your error description page and you can also download all of the errors for a school at one time by clicking the three dot button next to your school and then download all your errors in a CSV format. We do recommend checking your roster sync dashboard on a daily basis throughout the school year to keep an eye on how your data is flowing into CESAW and to also quickly resolve any errors that may arise. The error description page will show you any errors that occur. Follow these instructions under resolution to make the changes required to your data in Clever or the school's admin dashboard. Once you have resolved the errors, you can clear them by rerunning your sync. Simply click rerun sync from the error description page. If you have questions about how to resolve an error, you can reach out to our CESAW support team for assistance and we have dropped that link in the chat for you. All right, I'm gonna send it back over to Katie now. Hi everyone. So Yvonne gave you some great tips on how to troubleshoot any issues regarding data or sharing when it comes to the CESAW side of things, but I'm gonna show you a few troubleshooting tips that you can try as an administrator with Clever as well. And then if you have any questions, of course, you can ask us about that at the end. So I'm gonna go ahead and start sharing my screen. All right, I hope everyone can see Reba Reynolds here. So Reba Reynolds is a demo student and we're gonna use her as a demo student that is having issues with CESAW. So from your Clever dashboard, one thing that we highly recommend is first just pulling up the student's profile page. On the Clever dashboard and from here, you have many support tools on the upper right hand side that you can use to help you in troubleshooting. One of those is accessing the portal as the user. So if we click access the portal as user and start portal session, it will take us into Reba's Clever portal. And one good thing to try here is first to make sure that you see the CESAW application in the portal. If you do not see the CESAW application in the portal, the issue is likely related to sharing. If you do see the icon for CESAW in the user's portal, then the issue may be related to a data quality error or we would call an SSO error. So from this point, I'm not actually gonna do this, but you would just click CESAW and go through the login process to ensure that the user can actually get logged into CESAW. If they cannot, then that's an indicator for you. I'm gonna end this portal session and go back to show you a few tips on how to troubleshoot both SSO issues and sharing issues. So let's say you access the portal as Reba and noticed that you didn't see CESAW in her portal. You can also scroll down to the bottom of her page and check to make sure that the app is listed here and that she is shared. If it is not, then it's a sharing rule issue. And what we'll wanna use is our support tools, troubleshoot user sharing tool. And then we can type in the name of the application and it will give us an outline or an overview of what some potential issues may be. As you can see, Reba is shared, but if she was not shared, this icon would be red and would say not shared and you would be able to scroll down and see what the current rules are and which rules you may be able to adjust to make sure Reba is shared. Another tip is using the troubleshoot user login tool. So this would be for if a user is shared, but when they click the application from their clever portal, it doesn't log them in for some reason or maybe there is an error that's being related. So her name is here and we're just gonna put in CESAW here and you have a whole test summary that pulls up on the right hand side that shows you all of the things that our systems have checked. And then if you see the user has not logged into Clever in the last seven days, that's always gonna be an indicator that is mentioned, but it's not usually gonna be an indicator that there's actually a data quality issue. So what we would do is we would go all the way to the bottom and see that if everything else checked out, we may just wanna go ahead and reach out to CESAW for support on this issue. And you can do that in two ways. You can reach out to Clever first and we can loop in CESAW support or you can reach out to CESAW support directly. Another place that you can check some data quality errors would be on the left hand side under support tools, data quality. And you would notice that right now there are no data quality issues but you would see data quality issues if Reba was related to perhaps Reba is associated with a grade level that's not recognized or associated with a section that doesn't have a homeroom advisory subject. You would see that flag does in data quality issue here. Last but not least, I think if you have any other issues or if you have any other questions, you can always reach out to Clever support using support.clever.com and we can try to help you with any troubleshooting issues on our end or we can loop in CESAW support additionally. I'm gonna pass it back over to Yvonne. Thank you, Katie. Okay, so let's talk about PD and training opportunities for your school and or district. So the CESAW Learning Hub has just launched and it is an online portal where teachers and administrators can invest in their professional growth to elevate learning in the classroom and explore the best ways to use CESAW with their learning communities. So we just put the link in the chat for you to get to the Learning Hub. So the Learning Hub is separate from the CESAW app. Teachers and administrators just like yourself just need to sign in and create an account at learn.csaw.me to start learning at your own pace so you can pause and return to the courses at any time and continue exactly where you left off. So the Learning Hub looks just like this and it is broken down into pathways of short courses to help your teachers and administrators get started and or go deeper. So here is an example of a pathway that getting started pathway. So you can see that there are five different courses within this pathway. We also have a deep in learning pathway, a pathway for specialist teachers, a CESAW lessons pathway, a pathway for CESAW community members and an administrators pathway. Highly encourage you all to check that out. So teachers and administrators can begin and pause the different courses again and complete it at your own pace. So here is our PD catalog and it outlines all training and professional development that is available for our CESAW administrators and we have put that link in the chat for you. So we will continue to have our train the trainer support for in-house trainers, coaches, ambassadors or CESAW certified educators. So you can continue to access our resources and our free PD kits at web.cesa.me forward slash CESAW for schools PD. We do recommend bookmarking this page for quick access and here you can find more detailed information about our PD formats and sessions that are available and we have placed that link in the chat for you as well. And you can find setup steps and resources for you as administrators right here. And we also recommend bookmarking this page for quick access and we placed that link in the chat for you as well. And our training page is where you will find upcoming free webinars just like this one that you registered for, that you and your staff can register for to support you in getting up and running with your CESAW for back to school and beyond. And that is web.cesa.me forward slash training and I do encourage you to check that out. We've got some great back to school teacher webinars coming up. All right, so CESAW Connect is in full swing. It is our free virtual conference for every CESAW educator and administrator. So it started last Monday on July 25th. You can still enroll now and gain access to 30 plus conference courses which you will have access to until August 14th. So administrators, have you nominated any educators to fast track to ambassador yet? This is great because it guarantees successful CESAW implementation and CESAW PD for your school. So you can talk to your CSM to get your nomination type form. We have added some community resources for you in the chat as well. And if you're responsible for training other teachers or supporting their implementation of CESAW, you have the opportunity to fast track into our CESAW ambassador community. So this is available only to you as a paid school. So this gives you access to a network of support with other CESAW leaders. And you can nominate up to three leaders at your district or school level to fast track. So in the chat, we have added how to connect in a CESAW learning community and how to become a CESAW pioneer. All right. So now that we have covered how to set up classes with Clever and all of our available resources along with Katie and all of her fabulous resources as well as her demonstration today, let's go ahead and open it up for any questions that we have. All right. So if classes are archived, will the teachers lose all of the work from last year? Is there a way to reuse post? So if the classes are archived, they will not lose any of their work. I'm assuming they're talking about activities. So the activities will stay in their mind library and they can always unarchive a class if they need to as well. Okay. If we set up classes with homeroom, can teachers still create their own classes? Jean or... Hey, Von. Yeah. Yes, teachers will still have the ability to create their own classes, unfortunately. Yes, I know. Yeah, they can manually create them if you want them to. But the beauty of Clever is that they're already automatically created for them. So, okay, how do we add specials teachers, arch, music, PE, STEM that teach all homerooms? That's a fabulous question. I know that we've got a great help center article that really touches on that. We can drop that link in the chat. If not, you can always reach out to support and we can guide you through that as well. Oh, there we go. Thank you. It's there. Awesome. All right. If teachers have manually created courses, do the students enrolled in these count against the purchase licenses? No. Yeah, then just to add on. Why do you want to add on that, Jean? Just to add on to that, as long as the student account has the same student ID, it counts as one student license. So you just have to be careful. The students coming from Clever, their student ID is that SIS ID in Clever. And you'll want to make sure that when teachers are manually creating classes that those student accounts have the same ID that is being shared in Clever. So it's one student account counts as one student license. Awesome. Thank you for that clarification, Jean. And I think that that can go with this one. Can a student be in multiple classes if rostered through Clever? Is that right, Jean? Or Casey? Yes, okay. I'm gonna give everybody wait time. The teacher and me, and I think Katie can agree. The teacher in us wants to give everybody wait time in case there are any other questions that we can answer. If not, we can give you some of your time back today. I know it's a very busy time of the year, the start of August. I know you all are busy, busy, busy. Okay. Well, thank you so much for joining us today. Oh, we had one come in. Do we wanna show that? Okay. Can you explain the last answer again? Oh, was it about the students? Can a student be in multiple classes if rostered through Clever? Okay. Jean or Kiki, do you wanna explain a little deeper? I'm not sure. Actually, Katie may be able to answer this better on the Clever side, but I do know on our end, students can be in multiple sections and they will sink over into CSOM. Okay. Yeah, I'll just add to that. In Clever, you can have the same student enrolled in multiple sections or classes as well. And like Jean mentioned, as long as that CIS ID or student ID on the CSOM side matches between CSOM and Clever, then they're being seen as just one record or one license so they can be in multiple classes. Awesome. Thank you all so much. And yes, this webinar is being recorded and it will be sent to you via email, the one that you registered for this session for in about 24 to 48 hours. Great question. All right. So again, thank you so much for joining us today and thank you so much for Katie, for being with us today here from Clever. We're so lucky to have you. And again, if any questions did go unanswered, we will be sure to reach out to you as quickly as possible and follow up with you. Again, we hope to see you here soon at CISAW. Thank you again for joining us. Bye everyone.