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8 ISIS-SWIS User’s Manual

Add a New Team Member

From the Student File Dashboard,

1� Click Team Members�

�

Clic

k the Add icon�

�

Select the cor

rect Person Type from the drop-down menu�

�

Select the team member b

y name from the drop-down list�

5�

ype the team member’s role on the team in the Team Member Role

ﬁeld

�

Note: The Team Member Role is speciﬁc to the relation-

ship or support tasks related to the identiﬁed student. This is

not necessarily the person’s position title.

6�

rom the Access Level drop-down menu, select the access the team

member will have to the student’s ﬁle

�

Clic

k Save to save the new team member

�

Click Save & New to save the

team member and enter another

�

a�

If assigning the team member access

, enter a temporary password

for the team member’s login information in the Temp Password ﬁeld

�

Re-enter the tempor

ary password in the Conﬁrm Temp Password ﬁeld

�

Clic

k Save

�

Add a Measure

From the Student Dashboard:

1� Click Measures�

2� Click Add�

3� Select a type from the Mea-

sure Type drop-down menu�

4� Type a name for the measure�

5� Type a start date or select the start date using the calendar icon�

6� Select a Metric Type from the drop-down menu�

HERE’S A TIP

For more information

about metric types and

optional time segments,

see page 18�

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