District Admin

Assignments: Rosters/User Roles

• Guidance on Duplicate Student Profiles in the SuccessEd Application
• User Roles
• Assigning and Editing Student Rosters
• Teacher [District]

District Calendar

• Setting the Academic Year/School Day Calendar

End and Beginning of the Year

• SuccessEd Rollover Instructions
• ELLA Beginning of Year Maintenance Checklist
• RTI Beginning of Year Maintenance Checklist
• Section 504 Beginning of Year Maintenance Checklist
• Special Education Beginning of Year Maintenance Checklist
• Resuming Connex Following Summer Rollover

Administrative Reports

• Administrative: State Assessments – All Report
• Document Distribution Report
• Administrative Report - Staff Information
• Staff Information Report
• Formatting a Report Spreadsheet

Creating Custom Academic/Functional Goals

• Adding Custom Goals and Objectives

Transferring Records

• Transfer Students New
• Transferring Student Records

PEIMS Snapshot

• Preparing for October Snapshot Submission
• Snapshot Troubleshooting Tips

Unlocking

• Unlocking Forms: Keeping It Clean

Importing State Assessment Scores

• State Assessment Import

Shared Lists

• 2026 TEA State Test Accommodations
• Changing SpEd Test Types
• Changing SpEd State Test Accommodations
• Copying/Editing Shared List Items
• Changing SE 504 Test Types
• Changing SE 504 State Test Accommodations

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