Preferences/Tools

[Pages:31]Preferences/Tools

Overview

Favorites

Adding a Favorite Using Favorites Edit Favorites

Notes

Adding a Program Note Edit a Program Note Delete a Program Note Viewing a Program Note

Preferences

Miscellaneous Options Accessibility Options Window Titles

New Window

Customer Access

Student/Staff Locator

Login History

Overview

The Preferences allow you to customize your screens within Skyward. These Preferences are specific to you and changing them will not affect other users. There are also many Tools that you can use throughout the software. The Preferences and Tools can be accessed on each screen throughout Skyward.

The highlighted areas will be covered within this guide and they include: ? Favorites ? Notes ? Preferences ? New Window ? Customer Access ? Student Locator ? Login History

Favorites

Adding a Favorite Using Favorites Edit Favorites Favorites allow you to create a shortcut to an area of the software you use frequently.

Adding a Favorite

There are multiple ways in which you can add an area as a Favorite. Clicking on the Star

After navigating to the specific area in Skyward, you will click on the Star next to the name of the area.

Once you click on the Star it will turn yellow which is to alert you that this area is flagged as a Favorite. You can click on the Star to remove it as a Favorite. Using the Favorites Menu A second way of flagging an area as a Favorite is using the Favorites Menu.

After navigating to the specific area in Skyward, you will click on the Favorites dropdown and then on the option to Add XXX to Favorites.

After you click on the option to add the area as a Favorite, you will get a screen which allows you to modify the Description of the Favorite. The Description will default with the area name. Once the Favorite is saved the Star next to the area name will change to yellow.

Using Favorites

You can access your Favorites by clicking on the Favorites dropdown and selecting the Favorite. After you click on the selected Favorite, you will be taken directly to that area. You have the ability to setup shortcut keys for Favorites, which must first be selected in the Preferences. This option will be discussed in the Preferences section of this guide.

Edit Favorites

You can edit your Favorites by clicking on Edit Favorites in the Favorites Dropdown.

When you edit your Favorites, you can modify the description of the Favorite and you also have the ability to remove it as a Favorite. You can use the icon to move the Favorites to the desired number which will modify the Shortcut Key Number and the display order of the Shortcut Keys.

? Favorite Shortcut Key ? This option allows you to determine if you want to use a Shortcut Key. You can select from either Alt Key+ (1-9), Ctrl Key+ (1-9) or None. The Favorite Shortcut Key is also found in the Preferences.

? Enable Favorite Heads Up Display ? If this option is selected, you can press your Favorites Shortcut Key to see the Favorites menu instead of having to click on the Favorites Dropdown. You can also find this option within the Preferences.

Notes

Add a Program Note Edit a Program Note Delete a Program Note Viewing a Program Note Program Notes can be used to keep notes for a specific program area.

You can add/edit/delete a Program Note by clicking on the icon that looks like a `paper and pencil.' When a number displays to the right of the icon, it means a Program Note exists.

The Program Notes screen allows you to Add, Edit and Delete the Program Notes.

Add a Program Note

? Summary ? Enter the summary of the Program Note; the maximum characters that can be entered is 80.

? Note Details ? This area allows you to enter more information regarding the Program Note.

? Attachment ? You have the ability to add an attachment to the Program Note. You will click on the Browse to locate the file.

? Display For All Users in District ? If this option is selected, this Program Note will display for all users with access to this area of the software.

Edit a Program Note

When you Edit, you can make modifications to all fields of the Program Note.

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