Background

The following article is intended for school administrators getting started with Edsby. We've put together a series of quick videos & exercises that guide you through all the necessary steps to configure your your school.

By the end of this series, you should be comfortable with the basic navigation and use of Edsby, and should be confident that the system is ready for your Teacher Overview. 

Within each section, there are recommended activities. These activities are intended to be hands-on, ensuring the system is working and configured exactly as you require.

 

Logging in to Edsby

Written instructions are available at: Logging in to Edsby

 

Your Activities:

• Log in to your Edsby account

 

Navigating Edsby

Written instructions are available at: Navigating Edsby

 

Your Activities:

• On the Home screen of your Edsby desktop, confirm that each of the following links/panels are available to you:
  • • An link at the top-left with your school name and icon
    • A Classes panel
    • The Edsby News River
    • A My Groups panel
    • A set of links under your school name that include Attendance, Office, Students, Staff and Parents
    • If your subscription includes Workflows+, check for an Applications panel including Emergency Alerts and/or Community Service links
    • If your subscription includes a school website, check for an Applications panel including Websby
• If any of the objects above are not showing, please contact your Twine project manager, or submit an online help request

 

Edsby Online Help

Written instructions are available at: Edsby Online Help

 

Your Activities:

• Using the Online Help widget in the lower-right corner of Edsby, submit a ticket to our Help Desk letting us know you're testing out the Help function.

 

Settings: Password, Profile, and Notifications

Written instructions are available at: Settings: Password, Profile and Notifications

 

Your Activities:

• Change the password for your Edsby login
• If you will not be providing a set of staff photos to be uploaded in bulk, open your Profile and assign a photo for yourself
• Open and review your Notification settings; you may update these settings if desired

 

Adding Key Contacts in Edsby

Written instructions are available at: Adding Key Contacts in Edsby

 

Your Activities:

• Open your school page and expand the Staff panel to assign Key Contacts for your school
• Within the Key Contacts panel, drag names into the order you'd prefer parents & students to see

 

Adding Events to the School Calendar in Edsby

Written instructions are available at: Adding Events to the School Calendar in Edsby

 

Your Activities:

• Open your School page, and add one or more events to the school calendar

 

Adding and Approving Items for the News River

Written instructions are available at: Adding and Approving Items for the News River

 

Your Activities:

• Post and approve an article in the News River
• If you'd like, you may copy and adapt text from the attached Welcome to Edsby article, and use the attached News River Image to get you started.

 

Updating Launchpad Items

Written instructions are available at: Updating Launchpad Items

 

Your Activities:

• Add at least 1 link to the Launchpad that you'd like to make available to all staff, students, and parents

 

 

Creating Edsby Groups

Written instructions are available at: Creating an Edsby Group

 

Your Activities:

• Create an Edsby group called All Staff, using the attached All Staff Image as the icon
• In the Setup form:
  • Set the Type to "Regular"
  • Ensure you are a Moderator, and add additional moderators if desired
  • Set Show To to "No-One (Private)"
  • Set Membership to "Closed"

 

Setting Membership for Edsby Groups

Written instructions are available at: Setting membership for Edsby Groups

 

Your Activities:

• Open the Setup form for your group, and set Automated Membership to include All Staff as members

 

 

Edsby Zooms

Written instructions are available at: Edsby Zooms

 

Your Activities:

• Open the Classes zoom, and review contents there to ensure that subjects and classes match what you expect, based on the class periods defined in Twine
• Open the Parents zoom, and check that parents are associated with the correct students. Pay particular attention to families with multiple children in the same household, and note any potential duplicate accounts
• Open the Students zoom, and check that student information is consistent with what you expect based on what is defined in Twine
• Click on a Student name to open their Panorama page, and confirm that class assignments for that student are correct

 

Logging out of Edsby

Written instructions are available at: Logging out of Edsby

 

Your Activities:

• Log out of your Edsby account