HOW TO CONDUCT AN INITIAL RETENTION MEETING

HOW TO CONDUCT AN INITIAL RETENTION MEETING

Selecting a Student

1.Login. 2.Hoveroverthe“Students”tab.

3.Select“StudentList."4.EnterastudentnameorIDnumberinthefield"StudentNameor#."

5.Oncethestudenthasbeenlocated,clickonthestudent'snametoaccessthe"Student

Profile."

6.Clickonthe"Meetings"tabatthe

top.

Schedule an Initial Retention Meeting

7.Hoverover"ScheduleMeeting."

8.Select"InitialRetentionMeeting"fromthelist,andthe

"AddScheduledStudentMeeting"boxwillopen.

9.Clickon"AddAttendee."Then,"SelectAttendeeType,"andenterattendeenameonthefieldontheright.Selecttheattendeeoncehis/hername

appears.

Youmaysearchforemployeesbyname,orbyemployeenumberfollowedbyanunderscore.

Example:1234567_

10.Toaddaparent,oranotherpersonpertinenttothemeeting.Select"AttendeeType".Then,type“Other”inthespace

provided.Select"Other"tohaveatextfieldopen,toaddthe

participant’sname.

11.Selectthe"MeetingDate"andthe"MeetingOrganizer."

12.Clickon“Schedule.”

Open and Perform an Initial Retention Meeting

(On the meeting date, repeat steps 1 - 6.)

13.Fromthemeetinglist,clickon“OpenandPerform”totherightofthemeetingyouscheduled.

14.Clickon“PerformNow.”

15.Verifyallinformationthatispre-set.

16.Ifitisnecessarytochangethescheduledmeetingdateorthe

attendees,clickon“EditDates/Attendees.”

17.Completethe“Retention

Recommendation”section.

18.Clickonthe"+NewNote"button,inthe "MeetingNotes”section,toadd

meetingminutes.

19.Aftercompletingthenoteclickon"Save."

20.Clickon“Finalize”and“FinalizeNow.”

Print the Student Meeting Report

Note: Once the meeting is finalized, ELLevation will direct you to the “Meeting Center.” You may print the “Meeting Report” from the “Meeting Center” or from the “Meetings” tab in the “Student Profile.”

From the “Meeting Center”

21.Selectthe“InitialRetentionMeeting” tab.

22.Selectthe“Finalized”taborbucket.

23.Findthestudentforwhomyouconductedthemeeting,byusingthe“StudentName”filterontheleft.

24.Onceyouhavefoundthestudent,hoveroverthegearonthefarrightofthestudent’sname,andselect“StudentMeetingReport.”(The

reportwillopenonaseparatetab.)

25.Printthereport.

Print the Student Meeting Report

From the “Meetings” tab in the “Student Profile”

21.Clickonthe“View”buttononthefarrightofthemeeting

thatwasperformed.

22.Scrollallthewaydown,andclickon“GenerateReport.”(Thereportwillopenonaseparate

tab.)

23.Printthereport.

NOTE:Remembertocollectallrequiredsignaturesandfilethereportinthe“ESOLProgramRecords” folder.