BUSINESS SUITE TIPS AND TRICKS June 18, 2015

Functionality described here may vary in availability depending upon your district configuration. 1

Tip/Trick Location Security Image

Skyward Shortcut Tutorial: Keyboard Shortcuts

Skyward FAQ NA

NA

Skyward Forum: User populated Q&A along with information shared by Skyward

Skyward Forum http://forum.skyward.com/ link from Skydoc

Users need to register for an account Registration is not bound by district staff Login information is not that of your Skyward login

Mini Webinars: recordings generally less than five minutes in length that provide overview of different functions

Skyward Forum http://forum.skyward.com/ Skydoc

Users need to register for an account Registration is not bound by district staff Login information is not that of your Skyward login

Skyward Academy: Mini Webinars and Skyward Academy webinars can be

found here

Skydoc NA

BUSINESS SUITE TIPS AND TRICKS June 18, 2015

Functionality described here may vary in availability depending upon your district configuration. 2

Release Note Indicators: An indicator is displayed next to items that have new Release Notes. Clicking the indicator will go to the Release Note.

Set this up under PS\CA\DS\CF\WC Throughout Red Indicator is displayed when release notes exist for the customer’s current release version. Gray Indicator is displayed when release notes exist prior to the customer’s version (for their current major release)

NA

Double Click Menu Path: Allows users to easily copy the Menu Path, can be shared with others.

Throughout Click the bold heading of the screen

NA

Entering Dates: Within any date field you may press “Y” to automatically fill in yesterday’s date, press “T” to automatically fill in today’s date, or press “R” to automatically fill in tomorrow’s date. *Some internet browser may require CTRL + character. Using the “+” or “-“ to increment the date entered by one day. On a Time field you may press the “T” to set the current time

Throughout NA

Preferences: Allows users to establish

their setup to their needs and personal style

Top right of screen NA

BUSINESS SUITE TIPS AND TRICKS June 18, 2015

Functionality described here may vary in availability depending upon your district configuration. 3

Account Number Entry: Account numbers can be entered by account dimension.

Individual users will have the ability have the screen automatically appear when in any screen where an account number is entered by Checking Look Up Accounts by Account Dimension in their Preferences screen.

NA

Favorites: Allows users to have shortcuts to locations of their choice, commonly the area they frequently navigate to

User Dashboard Top Menu Bar

NA

Recent Navigation: Allows users to

quickly locate and navigate to recent locations

Top left of screen NA

BUSINESS SUITE TIPS AND TRICKS June 18, 2015

Functionality described here may vary in availability depending upon your district configuration. 4

New Window: Allows users to open additional windows without having to navigate from one location to another

Top right of screen NA

Hot Keys: Using the Alt + the alpha character underlined in the location you are in will do the same thing as a mouse click

Throughout NA

Filter and Quick Filter: Allows users to customize the data seen on the browse screens

Throughout in Browse Screens

NA

BUSINESS SUITE TIPS AND TRICKS June 18, 2015

Functionality described here may vary in availability depending upon your district configuration. 5

Customize Employee Profile: User can manage the tabs on the left hand side.

Employee Profile NA

Blue “I”/Hyperlink Employee Name: Allows users access to the Employee Access – Employee Tab

Employee Profile

NA

Scheduled and Monitoring Tasks: Allows users the ability to automate the running of reports Monitoring Tasks Scheduled Tasks

Print Queue

Users will need security to WH\PQ or WF\PQ

BUSINESS SUITE TIPS AND TRICKS June 18, 2015

Functionality described here may vary in availability depending upon your district configuration. 6

Rerun: Allows users the ability to access printed reports in the Print Queue and rerun to access the most recent data

Print Queue Users will need security to WH\PQ\RR or WF\PQ\RR

Save Report: Allows users the ability to save reports within a folder in the database

Print Queue Users will need security to WH\PQ\SR or WF\PQ\SR

District Calendar: Allows users the ability to share a calendar managed within Skyward rather than managing multiple external calendars

Jump to the *Calendar Dashboard on the Home screen

Users will need security to PS\CM and PS\EM

BUSINESS SUITE TIPS AND TRICKS June 18, 2015

Functionality described here may vary in availability depending upon your district configuration. 7

Dashboard Widgets: Employees and Security Users can make available various Widgets that users can then opt to place on their dashboard(s)

Setup for this is located under PS\CA\DS\SP

Security needed to PS\CA\DS\SP to make available widget options. No additional security necessary to use the widgets.

BUSINESS SUITE TIPS AND TRICKS June 18, 2015

Functionality described here may vary in availability depending upon your district configuration. 8

Processing Lists: Allows users to generate a list of employee or vendor names by a set report parameter or individual selection that can be then used to run for various reports.

Create in Data Mining, used in reports throughout.

No security needed to use however will need security to reports to create and use.

Custom Form Importer: The Custom Forms Importer allows you to take a

.CSV file or an .XML file and import data from it into Custom Forms. It

can import data into any of the

areas that Custom Forms are used, and there are several different

ways to get to it. Custom Form Importer

PS\DA\CF PS\DA\CF