Fall 2017 Training Session Schedules

There are two different sets of webinars available, one for all users at all levels (shown below in "General Sessions"), and one for E-Com administrators (level 2, and to some extent, level 3 users, shown below in "Administrative Sessions"). Each session will have plenty of time for questions. Note: You must register in advance in order to receive the TeamViewer invitation for the webinar(s).

The "General" webinars will occur once a month; schedule to be determined. Topics each month will be shown below when they have been finalized. You may use the email link in the final column to register for separate sessions, or you may send an email directly to Webinar@portagebay.com listing the sessions you would like to attend (to register for all, please say "All" in either the subject or body of the email; to register for just some of the sessions, please list the sessions you wish to attend by number).

General Sessions

Date Topic
September 27th
2:30 PM
Login, Staff Screen, Student Screen Functions
Staff: logging in, changing user name or password; default login screen; to do items; template student; active forms tab; Student: Forms tab; Notes tab; finding students (video)
October 18th
2:30 PM
Forms (nav bar and actions, going to other forms from within one form; formatting text [tabs, color, size, font]; find and replace text; view side-by-side; quick access to progress reports or other forms)
November 15th
2:30 PM
Forms and Batches
Overall Functionality of Batches and Forms within Batches
December 13th
2:30 PM
Special Forms

Individual evaluation forms: 28.1; Evaluation report forms: 4.5, 4.51; Goals & objective forms: 12.4, 12.7; IEP cover forms: 11.22, 11.41; Summary Matrix form: 14.1; Progress Reports: 13.2, 13.3; Spanish Forms

Handouts from previous sessions are available; please select the topic name below to download the PDF.
Forms | Form/Batch Functionality | Special Forms | Student Records | Reports
Webinar on the Staff screen and Duplicating Forms & Batches


The "Admin Level" webinars will also take place once a month; the date, time, and topics to be covered in each session are shown below. To register, please send an email to AdminWebinar@portagebay.com listing the sessions you would like to attend (to register for all, please say "All" in either the subject or body of the email; to register for just some of the sessions, please list the sessions you wish to attend by month or by topic).

Administrative Sessions

Date Topic
September 20th
10:00 AM
Back to School: Adding new staff, deactivating old staff records; reassigning students; setting calendars & count dates (video)
October 3rd
10:00 AM
Preparing for OSPI Reports: How you can use E-Com to track info and prepare for the Initial Eval Timeline and the COSF report in July, plus some other uses for the Special tab. (video)
October 31st
10:00 AM
Managing Student Records: Checking for empty records; merging duplicates; how to tell if a record is a duplicate or has been overwritten accidentally; tracking program enrollment and exit
November 15
10:00 AM
Form Tips & Tricks: Requiring an entry in a text field; setting default text in a field; modifying value lists; form troubleshooting

Handouts from past E-Com admin webinars:
Prefs, p1 | Prefs, p2 | Student Screen | Staff Screen | Forms/Batches
Webinar on Editing Text, Editing Batches and Editing Value Lists