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WISEid: User Guide - Resources

Resources - Menu in WISEid Portal

Depending on their role, some users may also have access to the Resources menu.

Resources Overview

This screen provides a brief summary of each of the functions available within the Resources menu.

Update Contact Info

WISEid Primary and Secondary contacts need to be updated with each new school year. These updates can be accomplished directly in the WISEid application on the Update Contact Info screen, under the Resources menu. The "Update Contact Info" screen has a banner across the top, reminding users to get this done.

You must hold the WISEid user roles of Admin or Data Entry to make these changes. Persons with the user roles of "Support" or "View" cannot make changes to agency contacts for the WISEid application. 

Contacts are carried over from year to year. It may be helpful to reference the Updating Agency Contacts mini tutorial to help you complete this work. When your contact updates are complete, click the "Contacts Verified" checkbox to communicate that this year's LEA contacts are accurate. 

Remember to make any updates if/when staff changes occur throughout the school year. 

Screen shot of the "Update Contact Info" screen in WISEid.

 

Each LEA needs to have contacts listed here. Name the staff members who are responsible for maintaining the digital health of their agency's WISEid information. Best practice is to list at least three contacts:

  • The Primary Contact is the person within the LEA responsible for completing WISEid data. This is a required contact.
  • The Secondary Contact is the person responsible for verifying WISEid data. This is a required contact. 
  • Generic Contacts support the primary and secondary contact's work. This is an optional contact.
Screen shot of the "Update Contact Info" screen in WISEid with the "+ Add Contact" feature displayed.

 

Use the Edit or Delete icons at the far right of each listed staff member to the right of the email address to make changes or delete a contact.

  1. Add new staff contacts by clicking +Add Contact located above the list of contacts. 
  2. Click Create Contact to display the Create Contact screen.
  3. Select the type of contact from the dropdown menu: primary, secondary, or generic. 
  4. Enter no less than the following items for each contact person: 
    1. first name;
    2. last name;
    3. email address;
    4. phone number. 
    5. Information entered into other fields is also welcome. 
  5. Click the checkboxes below to indicate if this contact is responsible for Staff data, Student data, or both. 
  6. Click Save when done. 
    1. Screenshot of the Create Edit Contact screen.
  7. Once the Agency Administrator confirms the accuracy of the contact information, click the ‘Contact Verified’ box to get a green ‘success’ message.
    1. Screenshot of the WISEid system verifying contacts.

 

User Privileges

This screen displays user information of the person who is logged in, along with their roles and access within WISEid.

WISEid Feedback

Click the text to open a new browser tab. On this screen, users can report suggestions or problems about the application to DPI. DPI reads all feedback and use this information in our continuous improvement efforts to make our apps as useful and friendly as possible.

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