Adding a Student Manually

This article explains how to manually add a new student in the system and complete each required tab, including demographics, parental information, enrollment, program compliance, state assessments, and student services. These steps ensure accurate student records for special education, Section 504, bilingual/ESL, RTI, compliance reporting, and district documentation.

Manually adding a student requires that you first attach to the correct campus.

Step 1: Attach to the Correct Campus

  1. Hover over the district name in the top blue navigation bar.
  2. Scroll down and hover over the district name in the submenu.
  3. Select the appropriate campus where the student will be added.

Select campus before adding a new student manually

Step 2: Open the Add New Student Page

  1. Select Students from the second blue navigation bar.
    Students menu and Add a New Student option
  2. Click Add a New Student.

Step 3: Search for Existing Record

  1. Enter at least a few characters of the student’s last name.
    Enter student last name when adding new student
  2. Click Add Student.
    Add Student button

Step 4: Enter the Student ID

  1. Enter the New Student ID.
    Enter new student ID
  2. Click Add Student.

Step 5: Complete Tabs

After saving the student ID, the system organizes student data into six tabs:

  • Demographics
  • Parental Information
  • Enrollment
  • Program Compliance
  • State Assessments
  • Student Services

Click a tab below to review required fields and options.

Demographics Tab

Demographics tab fields

Use the “Demographics” tab to enter required student identification and language information. Required fields are highlighted. Noneditable fields appear in gray.

Complete the Following Fields

  • Primary Language
  • Home Language
  • English Learner (EL) Status

Note:

  • The system defaults "English Learner Status" to "English Proficient (EP)" when adding students manually or via import. Use the dropdown to select the correct status.
  • During summer rollover, students with monitor statuses (M1–M4) automatically advance one year (for example, M1 to M2, M4 to former EL).

Document Password

Enter a Document Password for secure document access.

  • Share the password with the parent or guardian via phone or separate communication.
  • Do not send the password in the same email as encrypted documents.

Additional Required Sections

  1. Enter or verify Race.
  2. In the "At Risk" section, click the ellipsis (…) and select applicable statements.
  3. Enter the Mailing Address.
  4. Select Residence Type.
    • If "Residential Facility" is selected for a special education student, the system automatically calculates the "Instructional Arrangement (81–89)" based on the "Instructional Schedule."
  5. Click Save to retain changes.
  6. Click Student List to return to the "Edit/List Students” page.
Note: Only users with the Administrator [District] role see the “Student List” option.

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Parental Info Tab

Parental Info tab screen

Use the “Parental Info” tab to link or create parent or guardian records.

Link an Existing Parent

  1. Enter at least three letters of the parent’s last name.
  2. Select the correct parent from the dropdown.
Note: Parent names appear only after entering three or more letters.

Add a New Parent

  1. Click Add Parent.
  2. Complete required fields.
  3. Click Save.

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Enrollment Tab

Use the “Enrollment” tab to define campus placement, grade level, and program access.

Campus and Grade Fields

  • Home Campus
  • Next Home Campus
  • Current Campus
  • Next Current Campus
  • Current Grade
  • Next Grade
Note: Grade Codes — IC = Infant Care; EE = Early Education; GR = Graduated; PS = Post-Secondary. Students in 18–21 special education programs should remain coded as PS until aging out. PS students are not moved to the Inactive campus during rollover.

Program Access

Select applicable programs:

Program Function
Special Education Displays student in SE Manager, SE IEP Goals, and SE FIE
Section 504 Displays student in SE 504
Bilingual/ESL Displays student in ELLA
RtI Displays student in the RTI module

Click Save.

Staff Assignments

Assign staff using the dropdown fields:

  • Case Manager
  • Transition Coordinator
  • Special Education Teacher
  • Speech Therapy Provider

Click Save after assigning staff.

Click Delete to remove the student record (Administrator role required).

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Program Compliance Tab

Program Compliance tab overview

The “Program Compliance” tab manages status and compliance data for:

  • Special Education
  • Bilingual/ESL
  • Gifted and Talented
  • Section 504
  • RTI
  • Dyslexia
  • Medicaid

Program statuses determine whether forms can be added, edited, locked, or viewed.

Special Education Status

When first entering a student, select an appropriate status such as:

  • Referral
  • Transferred

Some statuses update automatically when forms are locked or during rollover.

Bilingual/ESL Status

To edit forms in ELLA, the student must have "Active" status. Students with inactive statuses may view or print forms but cannot edit them.

Section 504 Status

Forms are editable when status is:

  • Active
  • Referral

Status updates automatically when evaluation forms are locked based on committee decisions.

RTI Status

Forms are editable only when the student’s RTI status is "Active."

Additional Compliance Fields

  1. Select Parent Permission Code for bilingual/EL students.
  2. Select Dyslexia Risk Code and Dyslexia Services Code when applicable.
  3. Click Save after making changes.

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State Assessments Tab

State Assessments tab screen

The “State Assessments” tab displays imported or manually entered assessment data.

Sections include:

  • State Assessments
  • End-of-Course (EOC) Assessments
  • TELPAS

If scores were not imported:

  1. Click Add New Record.
  2. Enter assessment details.
  3. Click Save.

Manual entry is typically used for transfer students whose scores were not included in district imports.

Click Delete to remove manually entered records.

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Student Services Tab

Student Services tab overview

The “Student Services” tab provides a snapshot of services and accommodations from:

  • Locked IEP Meetings
  • Section 504 Plans
  • ELL Plans
  • RTI Tier forms

Click Print to generate a copy of current services and accommodations.

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