School Coach Learning Guide
Description/Objectives:
 The purpose of this lesson is to
o Introduce Campus School Coaches to all of the Infinite Campus functions that
occur at the building level.

In this lesson you will learn how to:
o View/Edit Student Information
o Complete Student Registration and Enrollment Processes
o Complete Attendance
o Make Schedule Changes
o View the Portal
o Create User Communication Notices
o Enter Health Information
o Create Behavior Events
o Create Ad Hoc Reports
o Understand Course Setup
o Setup and Manage Lockers (optional)
o Setup and Manage Fees (optional)
o Use Portal Request Processor (optional)
Intended Audience: School Coaches
Time: 2 days
DAY 1
30
minutes
INFINITE CAMPUS OVERVIEW
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Infinite Campus Home Page
o Services
 Training Resources
Create Infinite Campus University (ICU) Account
Create a Campus Community Account
 Campus Community Guide
Campus Community - Product Documentation
 Knowledge Base
o Hands On Virtual Labs
o Curriculum (step-by-step guide)
o Documentation
o Videos
o Simulations
 Census
 Student Information
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1.5 hours
2.5 hours
 Special Ed Staff
Other Information
o General Campus Information
 Supported Platforms
 Recommended Browser Settings
 Available Reports
 Release Information
Forums
o Subscribe to State Forums
Announcements
Campus 101 - Navigation in Campus
o Video for basic login and navigation in Campus for new users
STUDENT INFORMATION

Student Information Overview
o Summary
o Enrollment
o Schedule
o Attendance
o Flags
o Grades
o Transcript
o Credit Summary

Student Information Tool Sets
o Counseling
o Academic Planning
o Health
o PLP
NOTE: These modules are covered
in Special Education training.
o Special Education
o RTI
o
o
o
o
o
o
o
o
Assessment
Behavior
Transportation
Fees
Lockers
Graduation
Athletics
Ad Hoc Letters
CENSUS and ENROLLMENT PROCESSES
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Census Module Overview
o Understand Census (video)
o Use for tracking ALL people within Infinite Campus
People
BEST PRACTICE FOR ADDING STUDENTS AND/OR STAFF IS TO FIRST USE
THE LOCATOR TOOLS. FOR ALL OTHER PEOPLE USE THE ADD PERSON TOOL.
o Student Locator
o Add Person Tool
 Guardians
 Other Household Members
 Emergency Contacts
 Hospitals
 example: Hospital, Children’s St. Paul (last/name,
first/name, middle)
 Doctors
 Dentists
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Demographics
BEST PRACTICE WHEN ENTERING PARENTS/CONTACTS
 Middle name or initial
 Birthday (month/day only – use 1901 for year)
 Enter Phone numbers and Email Addresses
 Private Checkbox
 Messenger Preferences Contact Reasons
o Will not receive messenger email, voice or text
if these preferences are not set
o Identities
 Allows for searching on both identities(names)
 Discuss Legal Name/Gender Fields
o Households
 Explain Primary vs. Secondary Households
 Explain Primary vs. Secondary Memberships
 Differences and examples of each and when to use
 Addresses
 Physical
 Mailing
 P.O. Box
 Primary/Secondary
 Private Checkbox
o Relationships
 Non-Household Relationships (emergency contacts)
o Enrollments
 Can enroll students from:
 Enrollment Tab
 Census Wizard
 Student Locator
o Will create student enrollment and generate
student number
Census Wizard
BEST PRACTICE: Census Wizard is recommended for building households
Used to link people and addresses to create a household and to define
appropriate relationships and contact reasons.
o
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
Report (Census)
o Census Verification (Emergency Card)
NOTE: Sent home and returned with students for verification of
information and any edits necessary
o
o
Mailing Labels
Birthday List
CENSUS MODIFICATION

Census Maintenance
o Add Persons
o Maintenance of Individuals
o Modify Household Contact Information
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1.5 hours
o Change or Add a Household Address
o Remove or Add Persons to Existing Households
o Modify Contact Info for a Person
o Edit Relationships/Rights
o Correct an Address
o Add Schools to an Address
o Ending and Adding a New Enrollment
o Viewing Census and Student Information Reports
Identities
o Proper way to do name changes
o Legal Name vs. Preferred Name fields
o Allows for searching on both identities(names)
Helps with State Reporting (not duplicating students who have legal name
changes)
ATTENDANCE
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Attendance Module Overview
Student Attendance
o Edit individual student attendance
Classroom Monitor
o Monitor teacher attendance process compliance
o Input an absent teacher’s attendance
o View contact Info for teachers
o Send teacher an email
o Print Incomplete Teacher Attendance
o View Primary Teacher Only option
Daily Attendance
o Displays student attendance events for a given day.
o Process individual student attendance events following district policy.
o View student Contact Info
o Print Caller Report (shows all “unknown” absences/tardies)
o Summary Report
Attendance Wizard
o Select a Mode:
 Daily: Marks selected students with an attendance code for
the entire day.
 Example: Student was marked absent by teacher, the
parent calls; use this mode to mark them Absent
Excused/Unexcused for the whole day.
 Period: Marks selected students with an attendance code for
a selected period.
 Example: A class is gone for a field trip during 3rd hour;
use this mode to mark those students out for that
period.
 Batch: Marks selected students with an attendance code for
a range of days/times.
 Example: A student will be out for a surgery for 2
weeks, use this mode to put in the attendance code for
that 2 week period.
 Edit: Allows attendance edits to students who already have
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1 hour
attendance entries.
 Example: Student was marked Unexcused and they
bring in a note, use this mode to find all students with
an attendance code for a specific date and edit to a
different code.
 Batch Edit: Marks selected students with an attendance code
for a range of period(s) over a range of day(s).
 Example: Groups of students are going to an assembly
during 5th and 6th period for 3 days; use this mode to
mark those students with an attendance code for
those periods.
 Check In: Attendance codes are applied to absences
occurring before the current time on the attendance date.
 A student must already be marked absent in order to
use this mode.
 Calculates the minutes present automatically
 Example: Teacher marked student absent at beginning
of day, student comes in at 8:45. Use this mode to
notate the time the student arrived and this mode will
remove the attendance codes for the remainder of the
day.
 Check Out: Attendance codes are applied to absences
occurring after the current time on the attendance date.
 If a Check In/Check Out are done during same day
o Example: Student leaves for a Dr. Appointment
at 9:45. Use this mode to notate the time the
student left and this mode will apply the
attendance code to the remainder of the day.
Attendance Letters
Attendance Messenger
Attendance Reports
o Using Sub Attendance Roster
BEHAVIOR
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Behavior Overview
Behavior Admin
o Preferences
o Event Types
o Resolution Types
o Response Types
Linking Behavior and Attendance
Create a Behavior Referral (school staff process)
Behavior Management Tool
o Process Behavior Incidents
o Includes Referral process
o Add additional Events and/or Participants
o Roles and Resolutions
o Behavior Responses
Manage Detention and Detention Tracker
Behavior Letter Wizard
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©2014 Infinite Campus, Inc. All Rights Reserved. Last Updated: July 13, 2017
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Behavior Messenger
Behavior Reports
DAY 1 Review Questions
Review of concepts learned:
STUDENT INFORMATION
1. Explain what steps you would take to view a Students’ attendance information.
2. What actions can be performed from the Schedule tab on an individual
student?
3. Where is information about a students’ membership in a school (current or
previous) stored?
4. If a student has a protection order in place, where might that information be
stored to alert users?
5. What report would give you an “emergency card” for a student?
6. Identify the tab that might contain “paper” copies of information on a student.
7. What steps would you take to print a report card for an individual student?
CENSUS
8. List the steps you would take to enter a phone number for a guardian/contact.
9. What tool allows you to connect people and addresses together?
10. How would you demonstrate building a household?
11. Where would you look to find out how two people are related?
12. If a person has a name change (marriage, divorce, adoption, etc.) what steps
would you take to make that change so that you would still be able to search
under either name?
13. If a person is both a parent and an employ, how many times will that person
appear in the system?
ATTENDANCE
14. What steps would you take to bring up all students who have been marked
absent by teachers today, but have not been processed by the attendance clerk
to mark them absent unexcused?
15. List the steps needed to mark a student or group of students absent for a
specific period of time. (either periods or days)
16. Name five things a person can learn from the Classroom Monitor.
17. How could you verify a student’s attendance for a specific date?
18. What would you do after the Attendance Wizard to check your work?
19. Think of an example you have had where you could use “Overwrite Existing
Data” in the Attendance Wizard.
BEHAVIOR
20. Explain the difference between an Incident and an Event.
21. What happens when a teacher clicks “Submit” in a Behavior Referral?
22. List the differences between Behavior Referral and Behavior Management
tools.
23. What is the main idea of an “Incident”?
24. How would you identify students that have been assigned Detention?
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25. Are Event and Resolution types District or School Specific? Can they be both?
26. What tool(s) would you use to notify parents of a Behavior Incident involving
their student?
27. Where would a user add a Behavior Resolution?
28. How are Behavior Admins notified that there is a Behavior Incident that they
need to process?
DAY 2
5 minutes
DAY 1 REVIEW


15 minutes
CAMPUS INSTRUCTION OVERVIEW AND FUNCTIONALITY

30 minutes
Campus Instruction Overview
o Teacher Taken Attendance
o Teacher View/Print of Rosters
o Campus Instruction Reports
COURSE SETUP

30 minutes
Review topics covered in Day 1
Create Campus Community accounts for new attendees
o Guidance Counselor HOVL
o Walk In Scheduling HOVL
o Ad Hoc Reporting HOVL
o Nurses HOVL
Course and Section Setup
o Add/Edit a course
 Grading Tasks/Standards
 Composite Grading
 Credit Groups
o Add/Edit a Section
 Add Staff History (primary teacher)Departments
 Rooms
 Attendance
GRADING PROCESSES
Open/Close Grading Window
The Grading Window determines when grades can be posted to
official student documents, such as Report Cards and Transcripts.
o Teachers can enter scores at any time, but posting grades is
usually done during specific times.
o The Grading Window can be opened for specific Courses, Grading
Tasks or Standards or for an entire school based on selections
made using the Grading Window Wizard.
o Each time you run the Wizard it will override any manual changes
made at a Course level.
Modify teacher entered grades
o Grading By Task (Section)
o Grading By Student (Section)
Student Grades Tab
o Print an individual Report Card
o View Detailed Grade Information for a Course
o
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1.5 hours
SCHEDULING
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1.5 hours
Student Schedule Tab
o View a schedule for a student (view options)
o Print a student schedule
o Walk-In Scheduler
 Create, modify, end or restore a student schedule.
 Use this once school has started for all schedule changes.
 Incorrectly making changes will result in disappearance of
current grade book data, posted grades and attendance
data.
 Real-time Data, changes display in all other areas, including
teacher’s roster, grade book and attendance.
 New Schedule Creation (3 ways)
 Load a New Schedule from Requests
 Create a New Schedule Using Search
o Using the “Empty” link
 Manual Mode
o Add Mode, Replace Mode, Drop & Add Mode
 Scheduling Messenger
 Notify teachers of schedule changes
Roster Setup
Roster Copy
o Allows placement of students from a section in one calendar to a
section in another calendar. If a student already exists in the
destination class, they will not be duplicated.
o This is very helpful especially in elementary schools where the same
roster is in multiple sections.
Student Gap Scheduler
o User can manually select the courses and sections for the student
Create Student Schedule Templates
Generate Scheduling Reports
AD HOC REPORTING

30 minutes
 Dependent on users’ tool rights
Grading and Standards Reports
Ad Hoc Reporting Overview
o Filter Designer
 Query Wizard
 Selection Editor
o Data Viewer
o Data Export
o Letter Designer
o Letter Builder
EMAIL MESSENGER

Email Messenger Overview
o Create messages for students, guardians and staff
o Emergency Messenger
o Message Builder
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o Message Builder Scheduler
o Staff Messenger
o Sent Message Log
o Recipient Log
Other Messenger Tools
o Failing Assignment Scheduler
o Missing Assignment Scheduler
o User Account Messenger
NOTE: Email Messengers can be found throughout several modules in
Campus. (For example: Behavior, Attendance, Campus Instruction)
30 minutes
PORTAL/MOBILE APP
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System Administration>Portal
o Provides parents/guardians and students access to student
information and school communications.
Portal for Parents and Students
o Schools should only allow use of the Portal after data within
Campus is accurate. (addresses, relationships, households, grades,
etc)
Campus Mobile Portal
o For parents and students using the Mobile Portal app on an iOS or
Android device must have a Campus Portal account through their
school.
Self Service
o Discuss options and implications.
o Allows districts to display and allow updates to Census data on the
Campus Portal.
o Districts are able to review all update requests submitted via the
Portal prior to updating the database.
Portal Request Processor
o Tool used by approved staff members to approve or deny changes
made by guardians of students through the Campus Portal.
Generate Portal Reports
DAY 2 WRAP UP
Review of concepts learned:
GRADING PROCESSES
1. Describe what happens in Campus when the Grading Window is
opened/closed. What areas of the product are affected?
2. Where can a user make a change to a teacher entered grade?
3. List the steps you would take a print an individual report card.
4. What would you choose to view a Student’s grades?
5. How would you print a batch of report cards for a grade level or entire
school?
6. What prevents a teacher from being able to change a previously posted
grade?
SCHEDULING
7. Demonstrate the steps to print a schedule for one term for an individual
student.
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8. What would the result be if you delete a course from a student’s schedule in
the Walk-In Scheduler? (assume school year has started)
9. How long does it take for a change made in the Walk-In Scheduler to appear
on the teacher roster?
10. Give an example of when the “Drop & Add” mode should be used and then
demonstrate the steps in Campus to accomplish this.
11. When should you use an “effective date” in the Walk-In Scheduler?
AD HOC REPORTING
12. Demonstrate the steps for creating a Student Query that would pull some
basic student information, sorted by teacher and grade level.
13. Give an example of how you might use the Selection Editor filter type.
14. What is the difference between Data Viewer and Filter Designer? What
advantages do you see of one vs. the other?
15. Where would you go to print a PDF copy of an Adhoc filter previously
created?
16. How would you share a filter with another user?
17. Explain what you would use Letter Designer for.
18. When would you use Letter Builder?
EMAIL MESSENGER
19. List the steps you would take to send an emergency message to all users.
(Staff and students)
20. Explain what will happen if a student does not have a guardian marked on
the Relationships tab. Also, what else needs to be completed on the
contacts demographics in order for them to receive a message for a student
1 hour
OPTIONAL TRAINING TOPICS (AS NEEDED)
HEALTH
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
45 minutes
Student Information>Health
o Record health information of individual students.
o Health Flags
o Immunizations
o Screenings
o Contact Log
Health Reports
FEES
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Student Information>General>Fees
o Assign Fees
o Adjust Fees
o Print a Student’s Fee Statement
o Record Fee Deposits, Track Surplus Amounts and Refund Deposits
o Record Fee Payments
o Void a Fee Assignment, Payment or Adjustment
Fee Administration
o Create District or School level fees
o Set fee limits for individuals or households
o Mass Assign Fees to students, people and households
o Create Fee Billing Statements
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©2014 Infinite Campus, Inc. All Rights Reserved. Last Updated: July 13, 2017

15 minutes
Fees Reports
LOCKERS
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Locker Admin
o Locker Location
o Lockers
 Combination Rotation Wizard
o Locks
Assign Lockers to Students
o Individual or Locker Schedule Wizard (batch)
Locker Batch End Wizard
Locker Reports
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©2014 Infinite Campus, Inc. All Rights Reserved. Last Updated: July 13, 2017