SchoolMeasures™ User Support

Q. How do I see a quick status report

One of the most valuable reports can be generated by clicking the "generate status PDF" icon at the top of the item list for each category.  You will see a report in PDF format that shows the title, the body, the current owner, the last message posted and the priority. 

Q. How do I get started?

Just follow these simple steps to set up SchoolMeasures™ for any project and start using SchoolMeasures for free.

1. Set up the master account (you will be the holder of the master account):
   1. Go to http://www.schoolmeasures.net/ and click on "Sign up".
   2. Fill out all the fields and click "Submit".  
   3. Check your email for a message from SchoolMeasures.  Click on the link to activate the master account.

2. Set up the first project and its categories (you will be the Project owner for all the projects your create):
   1. Click on "Create new project".
   2. Type in the name of the first project and click ü. 
   3. Click on "Create category" in the left-hand margin.  Type in the name of the first category and click ü.  Repeat this process for all the categories that you want to create at this time.  You can create new categories at any time in the future.
   4. You have now set up the project and its categories. 
   
   
3. Enable project team members and other stakeholders to access the project in Schoolmeasures:
   1. From the "Project list" ("Home" page), click on the project.
   2. Roll your cursor over the "Project" tab at the top of the page, and click on "Share".
   3. Click the button "Invite to project", type in the email of the person you wish to participate in using Schoolmeasures for this project, customize the message or leave as the default, and click ü.
   4. Click the "x" in the top right hand corner to close the window.
   5. Each person will receive an email from SchoolMeasures inviting her/him to join the project.  S/he needs to follow the instructions to sign up.  Once s/he has signed up, you will see her/his display name in the list of "Project collaborators" the next time you access the project or refresh your browser.

   Helpful shortcut: After an invited colleague appears on the list of "Project collaborators" for one project, add her/him to you "Friend list" (Here's how).  Now, it is much easier to add her/him to any other project (Here's how).

Everyone is good to go once they have signed up.  As the holder of the master account, you can change projects, categories or collaborators at any time.

Click here for more support using Schoolmeasures.

ViKiwi also offers affordable, project management expertise to ensure a better result for your project.  Click here to learn more. 

Q. How do I create a new item?

Answer

Quick add	From the "Home" page ("Project list"), click on the name of the project. Click on the appropriate category in the left-hand margin. Click on "Create new item". Enter the name of the item in "Title". Enter the pertinent notes in "Body" e.g. "paperwork sent via interschool mail". Click on "Medium" and select the priority or leave at Medium. Click ü.
Add more details (For example, to set the due date or create a  message)	Click "here" ("Click here to view the item detail") at the top of the page. Proceed as per"Work on existing items" .

Q. How do I create a new category for a project?

Answer

1. From the "Home" page ("Project list"), click on the name of the project.
2. Click "Create category" from the left-hand menu, type in the name of the category, and click ü.

Please note:  Only the project owner can add, rename or delete categories.

Q. What is the quickest way to add a "Friend" as a Project collaborator?

Answer

1. Click on "Add as collaborator" next to the name on your "Friend list" that you want to add to the project as a Project collaborator.
2. In the popup window, uncheck the "Send notification" box, click ü, and then "x" to close the window.   
3. Refresh the browser (go to "View" and click "Refresh" or "Reload").  You will now see the name added to the list of Project collaborators. 

You can see that adding a user to your "Friend list" is a smart way to expedite adding her/him to a Project in the future.  Click here to find out how.

Q. How do I change my display name?

Answer

1. Roll your cursor over the "Account" tab at the top of the page, and click on "Edit account"
2. Highlight the text in the "Display name" box and type the new name.
3. Click the "save" button.

Q. How do I change my password?

Answer

1. Roll your cursor over the "Account" tab at the top of the page.
2. Click on "Change password".
3. Type in your new password in the box marked "Password".
4. Type in the new password again in the box marked "Password confirmation".
5. Click the "Save" button.

Q. How do I add a user to my Friend list?

Answer

1. From the "Home" page ("Project list"), click on the name of the Project.
2. Roll your cursor over the "Project" tab at the top of the page and click on "Share".
3. Click "Add to Friend List" next to the name of the Project collaborator you wish to add to your "Friend list".  (This user already is a "Friend" if this text does not appear next to his/her name.  Check for the name in the "Friend list" at the bottom of the page.)
4. You should immediately see this name appear in your "Friend list" at the bottom of the page. 

Notes:

1. Only Project collaborators can be added to your "Friend list".  Click here to learn how to invite someone to be a Project collaborator.
2. Adding a user to your "Friend list" makes it much easier to add him/her to a project in the future as a Project collaborator or Project contact.

Q. How do I share this project with other users?

Answer

1. From the "Home" page ("Project list"), click on the name of the project.
2. Roll the cursor over the "Project" tab at the top of the page, and click on "Share".

Then, to add a new user (collaborator) to SchoolMeasures:

1. Click on the "Invite to project" button, type in the email address of the user that you want to grant access to this project in SchoolMeasures, type in a short email message (or leave the default message), and click ü.
2. Click the "x" in the top right of the window to close the window.

The invitee will receive an email invitation that directs her/him to sign up for SchoolMeasures.

To quickly add an existing SchoolMeasures user to this project:

1. Click on the "Invite to project" button, type in the email address of the user that you want to grant access to this project in SchoolMeasures, uncheck the "Send notification?" box  and click ü.
2. Click the "x" in the top right of the window to close the window. 
3. Refresh the page (go to "View" at the top of the browser window, and click on "refresh" or "reload"). You should now see the name of the new collaborator in the list of "Project collaborators". 

Helpful shortcut if the user you want to add as a collaborator to this project is on your "Friend list"

1. Click "add as collaborator" next to the name of the user you want to add, and click ü.
2. Uncheck the "Send notifiction?" box  in the pop-up window and click ü.
3. Click the "x" in the top right of the window to close the window.
4. Refresh the page (go to "View" at the top of the browser window, and click on "refresh" or "reload"). You should now see the name of the new collaborator in the list of "Project collaborators".

Q. How do I create a new project?

Answer

1. From the "Home" page ("Project list"), click on the "Create new project" button.
2. Type in the name of the project, and click ü.

Before creating your first item, please follow the instructions on the page to create categories to organize your work.  You may also wish to follow the link and share the project with project team members and other stakeholders.