Charter School Compliance Management System (CSCMS)

User Manual

Version 7.1.0

Table of Contents

Table of Contents 2

CMS Welcome Page. 6

Common Login Screen 7

Forgotten Password or Login Id.. 8

Forgot your password?. 8

Login with Login Id and Password.. 9

Monitor User Instructions 10

Icons. 10

Desktop Screen.. 11

User Profile. 13

Calendar.. 14

Reports. 15

Compliance Status. 16

Compliance Status Report 17

Benchmark Schedule Status. 18

Benchmark Schedule Status Report 20

Benchmark Templates. 22

Benchmark Templates Report 23

School Designees. 24

School Designees Report 25

School Organizational Structure. 26

School Organizational Structure Report 27

Users. 28

Users Report 29

Messages. 30

Schools. 32

School Code. 33

Reviews Process. 34

Reviews. 35

Review Summary. 36

Review Details. 37

Compliance Category: Personnel 38

Benchmark Task Category. 40

Review Viewing. 43

PDF Review View.. 44

School Benchmark Schedule. 46

Benchmark Details. 47

Task Level Issue Entry. 48

Benchmark Acceptance as Complete. 50

Add Adhoc Benchmark.. 51

Letters. 53

Creating a Letter. 55

Letter Modification. 57

Letter Attachment 59

Letter Details. 62

Task Dashboard.. 64

How to Use the Task Dashboard. 65

Pending Review.. 66

Past Due. 67

School Statistics. 68

Refresh School Statistics. 70

Update Statistics. 72

School Reviews Tab.. 74

Session Settings. 77

Viewing Previous Year Data. 78

Previous Year School List 79

Organizational Structure. 80

Governing Board. 81

Add Person. 82

Remove an Organizational Member. 84

View Information About an Individual 85

Individual Information. 86

Clearance Information. 87

Excel Downloads. 88

Designee User Instructions 89

Icons. 89

Desktop Screen.. 90

User Profile. 91

Calendar.. 92

Benchmark Schedule. 93

Benchmark Details. 94

Task Level Issue Entry.. 95

Attach Files. 97

School Information.. 102

Alerts. 103

View Old Alerts. 105

Documents. 106

Reviews. 108

Review Details. 109

Compliance Category: Student Services. 110

Compliance Category: Personnel 112

Benchmark Task Category: Personnel 114

Review Viewing. 116

PDF Review View.. 117

Review Summary. 119

Task Dashboard.. 121

Task Dashboard: Approved. 122

Task Dashboard: Pending Review.. 123

Task Dashboard: Incomplete. 124

Organizational Structure. 125

Governing Board. 126

Administrator User Instructions 127

Icons. 127

Desktop Screen.. 128

User Profile. 129

Calendar.. 130

Calendar Maintenance. 131

Agenda Screen. 131

Delete Event 132

Add Event: Overview.. 133

Add Event: All Day Event 135

Add Event: Specific Time Frame. 137

Add Event: Daily for 3 Days. 139

Add Event: Weekly. 142

Add Event: Thru Date. 144

Add Event: Description and Agenda. 146

User Maintenance. 148

User Maintenance Screen. 149

User Information. 150

User Disabled. 151

Create User Profile. 153

Create User Profile Screen. 154

School Information.. 155

Designee – School Relationships. 156

School - Designee Relationships. 157

Designee Maintenance. 158

Add a Designee. 159

Remove Designee. 160

Set Administrator. 161

Create School 162

School Setup. 163

Benchmarks. 165

Benchmark Template Details. 166

Added Benchmark Task. 167

Benchmark Template Artifacts. 168

Artifact Added. 169

Modify Task Due Date. 170

Session Settings. 171

Viewing Previous Year Data.. 172

Previous Year School List.. 173

Data Maintenance. 174

Persons. 175

Add Person. 176

Added Person. 177

Organizational Structure. 178

Governing Board. 180

Supervisor User Instructions 183

Icons. 183