As a school designee, you can provide required compliance information and documents to your authorizer. A single designee account can be linked to multiple schools at the same time.
Step 1: sign-up and activate your account (valid email address required!) or sign-in if you already have an account
Step 2: link your account to one or more schools
Requests to be linked to schools must be approved by your authorizer in order to access school information.
Step 3: Your request is approved by your authorizer
This is an example of a screen after a link request has been approved.
Each of the schools you are linked to will have the following toolbar below the school's compliance score and status. In this quick tutorial we will only explore the Benchmark Schedule feature of Charter.Tools.
Locate the Benchmark Schedule calendar icon which may also display a numeric badge. Numeric badges indicate the number of compliance benchmarks that are awaiting action.
The Benchmark Schedule
The benchmark schedule is a list of all compliance benchmarks for the entire school year for a given school. Benchmarks are sorted by their due date and also grouped by month.
Located at the top of benchmark schedule is the monthly navigation section. The name of each month is a clickable link that takes you to the beginning of the compliance list for that month. In addition, the monthly navigation section displays a progress bar that indicates the percent of compliance benchmarks that have been completed for the entire month.
Each time you navigate to the benchmark schedule page, the system will automatically scroll to the beginning of the current month. To scroll to the top of the page, click the Top button that appears at the lower right corner of the page.
Working with Benchmarks
Each compliance benchmark contains important information elements and in some cases, web forms and documents. The following lists each information element in the summary view of a single benchmark (from left to right).
One or more files may be attached to a single benchmark. File types that can be uploaded include: Excel spreadsheet, Word document, PDF, and images.
Currently, there is a size limit of 10MB for a single file.
Click the Add button to display the Benchmark File Upload form.
In some cases, it is necessary to post notes regarding a given benchmark. Notes can be posted by school designees and authorizer staff members.
Click the Add button to display the New Note form. You can also click the Post Response button to respond to an existing note.
This is an example of a benchmark with two attachments and one note.
Once a benchmark you are working with is ready, the next step is to submit it. Typically, there are two possible statuses that you should select from the dropdown list on the right side of the page.
Submitted benchmarks are reviewed by authorizer staff. Upon review of a submitted benchmark, authorizer staff may indicate that the benchmark is: