2.1- Quick Start Admin User

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Please Note: This Quick Start list follows the normal set of operations to quickly get started and is intended for use by Admin Role individuals who have already had some basic training from Amperea Support Staff.  Support questions should be directed to the built-in support request link in ampEducator at the top right hand of the screen in ampEducator shown below.

Step 1. Login at: yourpurl.ampeducator.com

If you are unsure about what your PURL is go to > 3.1 - Institution
USER:  enter username
PASS:  enter password. If you Forgot Password? Go to > 1.5 - Logging In / Out.

Step 2. News & Alerts:

Check for latest updates and information.

Step 3. My Account:

Change Password / Update Information is correct.

Step 4. Launch ampEducator

Located at at bottom left hand corner of Control Panel > 1.4 - How do I access the ampEducator?

Step 5. Launch Configuration Module to set up your ampEducator.

Each section is very important – REVIEW carefully. Contact > 1.3 - Support Options with any questions.

For more detailed information Go to > 4.1 - Configuration

Step 6. Add Educators

Add Educator profile information.
Assign areas of expertise (Optional)
Add Hour Clock (Must be configured or will not be visible refer to > 4.1.3 Hour Clocks). Suggested default MON-SUN 6am-11pm.
Add Custom Fields as required (Must be configured or will not be visible refer to > 4.1.1.3 - Config - Educators
Notes - Allows you to keep notes about Educators.
Hours  – If using Bar Code Reader and ID CARD - You can Generate Hour Report, Add Daily Hours and Edit Hours.
You can also select and Generate ID Cards for Educators. To print cards refer to > 4.6 - Reports, Forms, Letters and ID's.
Also please refer to Bar Code Scanner Requirements > 4.9 - BarCode Reader Support

Step 7. Add Staff

2 Roles for Staff: Recruiter & Front Office.
Recruiter – Can see only Prospective Students. For more detailed information refer to > 4.3 - Staff
Front Office – Have read only access to Students and Courses and make notes. For more detailed information refer to > 4.3 - Staff

Step 8. Programs & Courses: Create Course Templates

You need to create course templates first because you can’t add courses to the program template until you create them.
Course templates have 7 parts.
1.Details – Top level details of the course like capacity, etc.
2.Components – This is where you establish grading scheme for the courses. Edit the component name and then Select the component and add the grading scheme. For more details refer to > 4.5 - Programs and Courses
3.Educators – Assign educators to teach the course components. This allows them to see students, track attendance and enter marks.
4.Weekly Schedule – Set the schedule the course occurs on.
5.Costs – Add costs that from the accounts you set up under configuration > 4.1.1.3 - Config - Financial
6.Define Pre-requisites for the course.
7.Custom Fields – add up to 5 custom fields for the course as required (optional) > 4.1.1.3 - Config - Courses

Step 9. Programs & Courses: Create Program Templates

Note: You do not have to use programs  - Skip to Step 12.
Now that you have created some course templates you can add them to a program template to speed up the process of enrollment.
Program Templates have 4 parts
1.Details – Top level details of the program like capacity, etc.
2.Courses – available from the list you created in Step #8
3.Costs - Add costs that from the accounts you set up under configuration
4.Custom Fields – just like courses, you can add up to 5 custom fields for the programs as required (optional).

Step 10. Programs & Course: Start Program

Once you have created program templates they are available in the Program Template drop down list. When you select a template the start, end date and add course option will appear.
Select Location – you can only select your assigned locations.
Select Program Status: This does nothing other than indicate status.
Select Start and End Dates by clicking on Calendar
If you make mistake remove by clicking on X or select a new date from the calendar and it will overwrite the old.
If you wish to include all courses in the template for the Program click “Add Courses”
If you wish to create a Custom Program do not click this box and add the courses after on demand. See Step #11 – Create Custom Program
Click Start Program on the top right hand corner of the Program Tab Section.

FAQ - What are Program Jobs? > 5.6 - FAQ - Programs & Courses

There are 4 Actions for Programs:
1.Edit – Change or Update the program
2.Show Students Enrolled
3.Print Student List
4.Delete the program

Step 11. - Create Custom Program

If you don’t click Add Courses you need to add them yourself using the Course section.
Click Edit under Actions on the Program you wish to customize.
Click  Courses and click “Add Item” shown below.

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This will show a list of courses that you have made available from course templates. If you don’t see any courses you will have to set them up first under the courses tab.

Step 12. - Courses

You can also start courses without relating them to programs by clicking Courses and then Add Course. This works for students who are returning to finish a program or for offering courses without programs.
Select Template
Select Start Date
Select End Date
Click Schedule Course - this refers to the schedule that you setup in the course template.
There are 4 Actions for Courses:
1.Edit
2.Show Schedule. This allows you to Schedule the days of the week and time that this course occurs to allow you to take attendance for it and provide access for the Educators to take attendance.
3.Show Students.
4.Show Attendance.
5.Print. Allows you to print the students in the course.

Step 13. Adding Prospective Students

Add Prospective: This can be manual or automatically inserted from the embedded form link shown below. This form can be customized as described in this section > 4.1.1.1- Config - Prospective
Review Contact Info
Review Email (5 minute reconcile on email).
Send and Track email. For more details refer to > 4.7 - Prospective Students
Print forms and letters
Add your own letters. For more details refer to > 4.6 - Reports, Forms, Letters and ID's
Convert Prospective to Student this is done by clicking on the action shown below:

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When you convert the Prospective Student you have the option of emailing the Student Login access. Student can check marks, attendance and finances. Students go to yourpurl.ampstudents.com For more information please refer to > 4.8 - Students

Step 14. Managing Students

Add Student or Search for existing Student.
Enroll student into program you created

Select Program
Charge Fees, By Program, By Course, Or No Fees. Automatically
Enroll in Courses (Almost always click this).
Click Add.
Assign Hour Clock to Student. If you intend to use bar code reader for attendance and hour tracking.
Put Student on Payment Plan using templates or you can create the plan on demand. For more details refer to > 4.1.1.3 - Config - Financial
Make Notes on the Student
There are 5 Actions for Student
1.Edit
2.Reset Password - sends a reset password email to the student.
3.List Courses - shows the courses the Student is enrolled in.
Under List Courses you have 3 Actions - Edit Grades, Show Attendance, Remove Student from Course.
4.List Hours - shows the hours the Student has completed to date.
5.Delete Student

Financials

Receive Payment

Disburse Refund

Make Adjustment (Mistake or Charge)

Generate Receipts

Generate Statements

Print Forms, Letters

ID Cards

Letters to Student you created

Forms supplied from Admin

Transcript (General or Program)

Print ID Card

Note: Scheduling Module Not available at this time (coming online in June 2008).