Here is a list of frequently asked questions. Still need help? Contact support >>

RESOURCES
How do I add a new resource?
You can add a resource by clicking on Your Resources > Add a Resource in the navigation bar.

If a resource doesn't collect data, do I need to add it to the system?
You don't need to but, to give your families and staff members a complete list of all resources used in your school district, it is a good idea. Just SELECT "Approved/No Data Collected" as the status type.

Where do I get the resource's purpose and logo from?
You can typically download the vendor's logo off of their website as well as find the purpose of the resource.

What if I don't know the vendor's contact information? Can I still add the resource?
Yes, you can add the resource with out the vendor's contact information. You can always add it back under the Manage Resources screen.

How do I see a list of all resources that are already in the system?
You can see a list of resources that are in the SDPC database by clicking here.

AGREEMENTS
How do I add an agreement?
To add an agreement, please click on Your District's Agreements > Add Agreement from the main navigation bar. Then follow the prompts.

Which agreement type do I choose?
This will depend on what type of agreement was signed by the vendor. To learn more about agreement types for your alliance, please click here.

If I have a subscribing agreement with Exhibit E, do I have to send the agreement back to the vendor to sign again?
No, the vendor does not need to sign the full agreement of Exhibit E again. Although, we do recommend send a copy of the signed Exhibit E to the vendor to make sure they are aware your district is using the resource.

How do I upload multiple agreements at once?
Currently there is no automatic way to upload multiple agreements at once. But, you can fill out the Bulk Import Template listed under Tools. After this, you would send it to the Webmaster to be imported.

I uploaded my agreement but, the link doesn't work.
This could be due to a few reasons. First, please make sure that the file name has no spaces or strange punctuation in the file name. Use underscore marks instead of spaces. Secondly, the file size must be less then 10MB to upload. If it is more then that, the upload will fail.

Can I copy an existing agreement to create a new active one?
Sure, if you click on Your District's Agreements > Manage Agreements and then using the search tool, navigate to the resource entry. Then click on Copy on the right side.

Can teachers at my school request a new resource?
Yes, they can. Under Tools > Digital Resource Request Form are instructions on how to add a link to a customized form for your staff to request a new resource. Once they request the resource, an email notification will be sent to your district admin.

How can families see a list of vetted resources for my district?
Under Tools > Customized Listing for Your Website are instructions on how to add a link to a family-friendly searchable listing of your vetted resources. The header of this listing can be customized by clicking on User Account Management > Edit District Account. Then fill out the last two fields.

DATA ELEMENTS
How do I know which data elements a resource uses?
It is recommended that you send a list of common data elements identified to the vendor to check off when seeking a signed agreement for the vendor. Then these can be entered in to the system when you add the agreement. Download a pdf of a suggested list >>

How do I add or delete data elements for a resource?
To add or delete data elements, visit Your Resources > Manage Resources. Navigate to the resource entry by using the search function. Then click on add or delete in the right side navigation list.

WORKFLOWS
What does a progress admin mean? How can I assign a new admin?
A progress admin is the person who is currently responsible for working on a new request. To assign a new admin, one should visit the Manage Agreements screen. Under there, they can SELECT a new progress admin from the drop-down bar. Upon selecting a new admin, they will be notified by email. This drop-down menu is auto-populated with all the users for your district.

What happens when I change the progress status for a new request?
When changing the progress status of a new request, an email notification will be sent automatically to the requestor of the resource. The message sent can be a default message based on the status or the district admin can customize these messages by visiting User Account Management > Manage Progress Workflows.

USERS
How do I change my password?
To change your password, visit User Account Management > Change Password. If you forgot your password, you can click on Forgot password on the login screen. Then you will be asked to enter your account email address. An email will be sent to that email address on file with next steps to change the password.

How do I add additional users for my district?
To add additional users for your district, click on User Account Management > Add Additional District Account. Then fill out the necessary information to complete the process.

A staff member is no longer employed with our district. How do I delete their account?
The alliance admin can take care of this for you.

FOR DISTRICT ADMINS
How can I create my workflow options?
To manage your district workflows, visit User Account Management > Manage Progress Workflow. Here you can add and delete steps in your workflow process as well as add custom email notification messages that will be sent to requestors when the progress status changes.

How do I add additional users for my district?
To add additional users for your district, click on User Account Management > Add Additional District Account. Then fill out the necessary information to complete the process.

How do I setup email notifications for new requests?
There are two type of email notifications for new requests. To setup a global email for all new requests submitted via the Custom New Request Form, visit Edit District Account and SELECT the person to receive the emails for the District Admin.

To have an email notification sent during a certain step in the progress workflow for a new request, visit Manage Agreements > Find the New Request and change the Progress Admin to the desired individual. Click Save and an email will be sent to them to let them know they are now assigned to the New Request.

FOR ALLIANCE ADMINS
How do I approve new account requests?
To review new account requests for approval, visit User Account Management > Approve Pending Account Requests. Here you will have the option to approve or deny access to the users. Once you make a decision, the account requestor will be notified by email automatically with your decision.

How do I add a new agreement type?
To add a new agreement type, please visit Other District's Agreements > Manage State Privacy Agreement Templates.

There was an error in our agreement. How do I upload a new version?
To upload a new version of an agreement, please visit the Manage Agreements screen and click on "Change Agreement Type." Here you will be asked to upload the new document and make any other changes that are necessary.

How can I view all users in my alliance to manage their accounts?
To view and manage all users in your alliance, visit User Account Management > Manage Alliance Users.

How can I add a new user?
To add a new user in your alliance, visit User Account Management > Manage Alliance Users > Add New User. After you create the user, you can go back to the Manage Users screen to manage their additional roles and associations.

How do I deactivate a user if they no longer work for a district?
We don't want to delete a user since they are linked to their past activity with the district. Instead, you can remove their associations so, if they login, they won't be able to continue to manage that district. Then, you would want to add their replacement as a new user and add their association as the district.

How do I manage trainings for new users?
To manage trainings, visit Tools > Manage Trainings. Here you can add and delete training dates. You can view your attendees and delete attendees from a training date.