--Martha. So as Veronica said, Martha and Janice will be taking care of the questions that are posted. Please, Martha and Janice, let me know if there is anything that hasn't been addressed that needs to be addressed by live-- definitely, I can go ahead and address that.

So as you all know, this is TE basics. And we're basically going to cover the basics of some of the software TE TOPSpro Enterprise. So just to give you a quick overview here, when you are to start with CASAS, you are given two applications. One will be TOPSpro Enterprise. That is TE-- that's short for TE.

And the other one is eTest Online. That is your testing application. So the testing application will be eTest Online, and administrative application will be TOPSpro Enterprise. What is exactly an administrative task? Well, creating users accounts, say, for example, submitting reports, or creating reports, adding students, and so forth-- that will be in administrative tasks that will be best for TE. Then testing will be for eTest.

Now for those of you who do not have TE installed on your computer, you would go ahead and start by going to our eTest website. Our eTest website would let you in-- will let you access eTest as well as install TE Enterprise-- so TOPSpro Enterprise. So let me go ahead and switch to it on my screen-- let me go ahead and share my screen.

All right. Very good. Can everybody see my screen? Give me a thumbs up please. Very good, thank you. Thank you.

All right. So while I'm certainly at the CASAS website only here but go ahead and switch to TE-- or eTest, I'm sorry-- let's see. Give me one second. Let me just go ahead and click on my page over here.

All right. So one thing to point out is that we have multiple servers for the connection of all of TE and eTest. And depending on where you are located as far as the state is what server you're going to be using. For example, California has its own server, Washington has its own server. And if you have not been specify a specific server, then you want to go to the global. The global is where everybody else goes to.

So it's very important because without that specific address-- each server has its own address-- without that specific address, you won't be able to log in. In addition to that, you would have to have a user account under TE. That's where TE comes into play. That user account is created by your data manager. The account for the data manager is created by CASAS at the point of setting up your agency, all right?

So here we are at the global server. And it doesn't say global, but it says etestonline.org, as supposed to California, it will say see ca.etestonline.org-- just to give good example. So the web page looks exactly the same. You can see on the upper left-hand corner. the Install TE a client button. When you click on this button, then the system is going to go ahead and install TE on your computer.

The requirements for TE are to be Windows 10 with your most updated update, all right? So if there is no installation in a Mac. There is no installation in a Chromebook. It has to be on TE. On the other hand, eTest, it's a web based application. So in order to sign in from eTest, you can go ahead and do it basically form any platform.

But for the purpose of testing alone, you would want to go ahead and test under the three platforms that we have compatibility with. That will be, once again, Windows 10, and then Chromebooks with your most updated updates, and iPads. So those are the three platforms that we are compatible for eTest for testing. For TE, it's just Windows 10 with your most updated update, all right?

So once you install TE, the system is going to take you to the screen over here. For the purpose of this exercise, we're going to be using the Rolling Hills0 website. The Rolling Hills website it's a simulation database that CASAS has for the purpose of testing things out. So say, for example, you want to see what's the behavior of the software when you create a new record, a new student demographic record.

So instead of using your database to do that, where you can-- might delete something that is important, you can go ahead and use the simulation database, and there is no worry about deleting. You can import, you can export, you can delete, you can import multiple tasks.

This data gets reset overnight, so whatever you enter, it will be public to the rest of everyone who connects during that day, but overnight, it resets. So just be careful what you input in the database. But the data will be reset overnight. So really, there is no harm. You can go ahead and do anything you want with that database.

Before we get started, let me refer you to a quick document that we're going to be following up. So I'm going to switch to the CASAS website. And as you can see, that is www.casas.org. Once you are at the home page, you would go ahead and click on Training and Support-- so the top menu. And then on the side menu, we're going to click on eTest Online help.

We're going to scroll down to the section of TOPSpro Enterprise Basics-- TOPSpro Enterprise Basics. So under TOPSpro Enterprise Basics, we're going to focus on this document over here. These documents are large, by the way. So while each one will give you a detailed definition, basically of the TOPSpro Enterprise quick start.

So the quick start is more of a summarized document, whereas everything else, it specifies in detail about that specific section. Say for example, those of you who are looking to know about scanning, there's the TOPSpro Enterprise Basic Scanning. Those of you who are looking to generate a report, which by the way, Martha that we'll be doing a focused report training-- I believe that is this Thursday, Martha, if you can confirm?

Yes, it's going to be this Thursday, tomorrow, at 1 o'clock.

OK, very good. So those of you who want to focus on generating reports would go ahead and enroll-- please enroll to Martha's training tomorrow. We're definitely going to review reports, but this is going to be more of a general approach. Martha's going to be going into details for reporting, all right?

So in order to follow this training for today, we're going to go ahead and download TOPSpro Enterprise Quick Start. That will give us our summaries or what we're going to be covering today. But please feel free to refer to this page-- very, very useful. If carries other information that you will come across such as about monitoring your WTUs.

Those of you who are doing eTest, for example, here's a good handy document that will walk you through the report, or Lister, that is available to see your WTUs available. WTU, for those of you who don't know, stands for Web Test Units. And those are test units that are consumed at the point of testing with eTest, all right? Are we good so far? Any questions so far?

I'll take that as a thumbs up. All right. Very good. So we're going to go ahead and follow the one document here. Very good. So this will be your TOPSpro Enterprise Basics. So and I have a printout already, so those of you who are following the document, just go ahead and switch to page 3-- page 3-- all right?

All right. So on page three, as I said, you basically have multiple browsers to connect. We're going to be using for the point of these exercises, this practice here, we're going to be using the Rolling Hills simulation database. As you can see on my screen, these are the settings for the Rolling Hills. Server, we click on the pulldown menu, we choose Rolling Hills. State Agency Site will be 4908-- that's the number-- the agency number that has been assigned to the simulation server for Rolling Hills.

Administrator1@rhas.org will be my username, but we have a total I believe of 50 accounts, so it's basically administrator1 to administrator50. You can have multiple users connect under the same number, but just to free up the traffic in our server, we provide 50 accounts for you to choose anywhere from 1 through 50. The server is not going to reject your logging in if you are entering a login that is already being used. No. This system will go ahead and allow you to come in, all right?

So I'm going to be administrator1@rhas.org So rhas.org, that is for Rolling Hills Adult School. And the password will be admin, so a-d-m-i-n. A-d-m-i-n-- a-d-m-i-n-- admin-- lower case, by the way. It's all lowercase. So I'm going to go ahead and connect.

All right. So as you can see, this is TE. You have a white screen. You might have on your end, a startup page. This is a default page that has been enabled by the programmers. And we'll go over that in a bit. And that is basically telling you any updates, any news, any new development features that have come with the software, any important dates that have-- they need to be kept in mind. So it's basically just a quick page to update you with information that is important with the software.

All right. So we're going to go ahead and do a quick overview starting from the left to the right. So starting with the TE icon. So we're going to go ahead and hover-- just hover, not click, just hover-- on top of the TE icon. Notice that when I hover, it tells me that I am connected to the Rolling Hills website. It tells me my agency ID, and it tells me the user.

Many times when people call tech support, the very first thing we ask is, what is your agency ID? And if you are not familiar with your agency ID, yet you're connected to a TOPSpro Enterprise, this is a good way to come up with this information. Only hover on top of the TE icon, and it will go ahead and tell you the server you're connected to, your agency, and the username.

Now if we click on this icon, we get the following option. So we have Lock obviously that is through locked application. We have Disconnect-- that is if you would like to go back to the login screen-- say, for a purpose, you're walking away from your desk, disconnect will be the best option. You can go ahead and log in back again as you come back to your desk. Change Password, that is to change your password in case of you would like to switch a different password.

And Associate Account, we're going to go ahead and leave that, because that will be more of an advanced feature. And for options, we're going to click on Options here. So these are your general options that the system will provide. So here, do you have-- if you would like to set, for example, the time that your system logs out itself as is being inactive, you can always go ahead and set that time over here.

As you can see, by default, it's set to 30 minutes. But if you would like to extend this longer, you can go ahead and set it. Or perhaps make it shorter. You could always change it. Again, it's in minutes.

On Start-- that's basically the web page that we were talking about. Let's go ahead and click over here On Start, and that will give us the news and updates that are coming up for TE-- and eTest, too. They're both one same database. Then you'll also notice that it also tells you to give you a warning for the remaining WTUs. Once again, WTU stands for Web Test Unit, and this is for those e-Test users.

And basically, the system, as you log in, is going to go ahead and give you a update of your WTUs use you happen to be lower than the amount specified over here. So if you are a big agency, 500 will be fine to have as a reminder. If you're a smaller agency, on the other hand, perhaps you want to lower that. I believe that the lowest you can put is 100.

But either way. The purpose of this is so that you can go ahead and order new WTUs before this expires. How do you order WTUs? You go through the CASAS website, and there's an order button where you can go ahead and select your WTUs.

The department for orders required three to five days of processing. Those are working days, business days. So you have to do it within timing at best. So you might ask, what happens if I hit zero? The system will not stop you from testing. You will get a friendly call from CASAS, saying, hey, you are on the negative. But there is no-- there is no stopping of the test before, if you just reach zero. But either way, by all means you, have to go purchase those WTUs before you reach to zero, all right?

So we're going to click on the Edit/View. So the Edit/View basically tells you how names are displayed, whether they are to be on proper settings-- so basically proper is the first letter of the name will be become a capital-- All Uppercases will be, as it says, for all letters to be uppercase. Or unchanged, whether it's lowercase or uppercase, first letter, last letter, it's unchanged, all right?

So as you can see the default setting, it's proper, all right? We're going to switch to Listers. And under Listers, here you have default setting for your Listers. So if these are all defaults, and there is no need to change to any of this-- notice that the Listers will autorefresh refresh so if you want to change an ID, the system will go ahead and autorefresh. There is no need for refreshing and so forth. So you have a different settings that are default.

We're going to click or Reports. And under Reports-- again, these are all the settings for default. And we're just going to leave everything as default for now, OK?

So these are your settings for your imports. Notice that for those of you who are you are using cumulated hours, there is an option over here through importing through a third-party system to collect those hours ask cumulated. Those are different types of hours that the system receives for attendance.

And for Export, here you have it-- as you know, you have the capability of exporting data to different third-party system. So these are your options to export. In addition to these sections, these tasks, we have these little arrow pointing to the right. And we have additional options for your Panels so we're just going to go ahead and leave that as it is. And your Dashboard, all right? So just to give you a quick review.

So I'm going to go ahead and click OK. And next, we're going to go ahead and continue with the View button, all right? So looking-- our documents here-- printout document-- we are now on page 5-- on page 5.

All right. So under View, you have the Start Page. Remember how we're seeing that by default, your staff page would open. Now that we enable that setting under our options in the TE button over here-- so we're going to go ahead and get this screen over here. So this is your starting page. Notice that you have a lot of How-To documents. You have shortcuts, just tips for shortcuts, recent generated reports. So it gives you a preview of what reports you are using the most. And any announcements made by the state, any announcements made by CASAS, by your agency site, and so forth-- alerts, and other information. You can always click this red button to close the screen.

And now we're going to continue with the next option under View. So again, we're going to go ahead and leave Dashboard to the side. There will be more of an advanced feature. For View, notice that you have Small, Normal, Medium, and Large. So what this does is basically changes is the size of your menus. So notice what happens when I click Large. The menu becomes larger. One thing to disclose is that the larger the menu, though the names of the titles of the menu are, the less real estate you have on your screen. So there will be less space for all their options.

So you will see as we travel from one section to the other in TE, that at times when there's too many buttons, the system will use a More button. That is M-O-R-E-- More button. And that will be displayed on the far right upper corner. That button basically will contain a any other button that doesn't fit in my screen. So if I click on the More button, I can go ahead and find any other buttons I'm looking for on that specific screen, all right? So we're going to go ahead and change the view back to normal.

All right. And now we're going to switch to Organization. So the organization menu basically refers to the agency in general. What exactly is this information? Well, anything that has to do with your agency. That will be your agency information and that will be the very first section, as you see.

The fact that this agency has the classes that these agency is given, the user-- TE users, the user accounts that the software have for this agency, their access group-- that's basically the level of access where they can go, what they can do. , Personnel that will be teachers.

Test Administrations, that will be your WTUs. So all this information pertains to the agency. Also notice that down the list, we have Testing Sessions. This is very important for those agencies who are doing eTest, especially during this time when we're transitioning from one year to the other, where you're going to find yourself having to copy your sessions from the previous program year.

So if you have not copied your sessions from the previous year, or have not logged in under eTest yet, you're going to notice that when you log in under eTest, your screen for eTest under Testing Sessions is empty. Again, this is because the system will go ahead and require you to replicate your sessions from the '19-'20 program year onto the '20-'21.

This is a process that even though it has to do with eTest, is done under TE. So that is under your Organization menu in Testing Sessions, all right? So just to give you a little bit of information.

So for the practice today, we're going to go ahead and click on Agency. Every agency has one agency record. In this case, this is Rolling Hills Adult School. We're going to double-click on this agency.

And notice the format that TE uses where you have a Navigator on the upper left, with all the options presented to the main page. Their main page being, in this case, the agency information page. So here under my Navigator, I have Edit/View-- most of your pages are going to have Edit/View. That's just your current general page.

Then also because we're dealing with agency, you have Site-- so I click on Site-- notice that my main page changes to the number of sites I have. Just to give you a quick quiz over here, how many sites do I have under the Rolling Hills database? Without counting them by hand.

All right. I will say that, that that is eight. Thank you. And yes, there you go-- eight. And where do you see that? Obviously, you can count them visually, but this count over here is the one that you want to refer to. So there's one other way-- meaning the position of my cursor right now is at the first record out of eight. So a total of eight.

Obviously, it's easy to count visually, but this becomes more handy when you have hundreds and hundreds of records and you want to see how many records you have for search criteria. You know, know students under 20 enrolled in ESL. So if you do a filter, which we're going to get there soon, this comes in handy to see the count.

All right. Very good. So we're going to go ahead and continue down. Tests Administrations, remember how we talked about your WTUs. So this is Lister format of your WTUs. A little harder to read, I will say, it's best and recommended to switch to a report format, which is under Report, CASAS eTest, and WTU Balance. This will give you a easier way to read this. But essentially, once you understand what the system is doing, you can go ahead and understand the format for this Lister as well.

All right, so continuing down, Program Years. What Program Years refers to is the years in which you have been entering data for your agency. So for Rolling Hills, we have a total of 12. Once again, I'm referring to this count over here. We have a total of 12 years of activity.

And if I am to expand the column-- notice how I expand the column by clicking in between those two columns. I get that double-sided arrow. I can go ahead and expand this as well as I can expand my funding sources. Those of you who are WIOA, you have your funding sources. And there are your funding sources if you ever need to enable. And you have your years of activity, all right?

So users, on the other hand-- we're going to go ahead and click on Users. These are the users that you have created under your own agency. Of course, we're talking about, in this case, about a simulation database, and these are the users that are available in the system. So I stand corrected over here. I said that there is about 50, but it seems that there is higher now. So we have 59, 60-- yes-- we have a total of 60, apparently, users.

You might notice that we also have coordinators, we have proctors, and so forth. Those are basically for the simulation part of eTest. So you can not only do a simulation-- log into the simulation website or simulation database for TE to manage your Rolling Hills data, but you could also use the simulation part of eTest, and that will be to go into the etestonline/rollinghills. All that information, we can give you that information you are to contact us at tech support.

And you would also see-- let's see-- I don't even see that information. Oh yeah. That information is on page 3, just for your reference. The training page-- the training website is on page 3. That is etestonline.org/rollinghills/html5, just as a reference, OK?

So these are your users. Users will require a level of access code that basically determines what about access they are to have. All right. So and as you can tell, there's older information, such as class definition over here, personnel, which will be teachers-- those of you who need to create your teachers, this is one way to access the teachers and so forth.

So we're to go ahead and close this, we're going to move along. And just to show you in addition to agencies, you have classes, you have users, and this data may repeat from what you saw on the Navigator. There's different ways that data could be accessed in TE.

But just to quickly show you the display of your classes. So under Organization, Classes, you have Definitions and Instances. So the way TE structures the class format is by first creating a definition and then an instance.

What is the definition? As the name suggests, the definition basically carries the ID of the class, it carries the name of your class. So there name or description of your class, I should say. So if I am to create a class, the very first thing I want to do is set a definition. When you create a definition, there is no such of a date or anything like that because the definition is-- I'm going to click on the New button here-- the definition does not carry any timeframe.

The definition is just purely your ID and your description. Of course, that's all the information that is presented, but the minimum amount of information you need to save a record will be a class ID and a class description. The record would have to be saved under the site level.

Once you create that definition-- let's go ahead and quickly create one, so I'm going to save the ID. Notice that TE will take numerical and alphabetical characters. So I'm just going to say CASAS 2020. That will be my ID. And my description will be ESL beginning, OK?

So once I click Save over here-- notice that I'm under the agency level. Notice what happens over here. The system will tell me that the class has to be assigned under the agency level. So I'm going to go ahead and set it under North Campus, all right? Then I'm going to click Save.

Once I click save, notice what happened on my Navigator. So remember, the Navigator refers to the different sections that pertain to the main page over here. In this case, this main page being my class definition.

So now that I created a class definition, I have the opportunity to create a Class Instance, Class Enrollment, Class Records, and add Features. So in Class Instance-- Instances, I'm sorry-- this is where you enter the parameters of that class that pertains to the current program year. So if I am to click on the New button here, notice that I have my site and I have the program year.

So in this case, would be my current program year. And you have to TE saving automatically a start and an end date update for my class. Obviously, your class does not start on 7/01/2020. And obviously, your class does not end on 6/30/2021. This is just TE letting you know that these two fields are required in order to save the record.

You can always change this record by clicking, deleting these, and entering a new date, or choosing a date from your calendar. So you click over here and it will give you the date. In addition to that, you would go ahead and set your instructional programs here-- any special programs could be set over here.

Those of you, who, by the way, are doing distance learning will go ahead and use this menu as well. So distance learning is over here. So while that will be a completely separate subject. But this is where you set up your distance learning classes.

So when you enter any of the information that pertains to your class. Again, if this will be a distance learning, you are to determine if this will be classroom plus distance learning or distance learning only-- so we'll just set this as distance learning only. Physical Settings, let's just go ahead and do home over here.

And here you are to enter the days that the classes being held. And on the bottom, you are to determine whether this class will collect attendance for distance learning. Notice that by default, it's set as not specified. So we can click on the pulldown menu and say, yes, this class will collect distance learning hours.

And then you are to determine the duration of the class in minutes. So that is the daily duration of that class. And here, you go ahead in determines their total time in hours-- notice this is in hours now-- of the class in the term. So this will be for the day, this will be for the term.

And obviously, here you specify the distance learning minutes for that specific day, all right? Any questions so far, Janice and Martha? Have I missed anything? Is there anything that needs to be addressed live?

There is a couple of questions, Oscar, on the chat box. [interposing voices] is asking, is a class ID the name of the class? I entered a response in there saying that the class ID is the number that he can assign to a class, like for example, class 101. And the class description would be the name of the class-- for example, ESL beginning-- that would be an example. There was another question asked-- Miss Hoffman or Mr. Hoffman is saying, what if you go from classroom to distance learning due to conditions that are out of your control?

Very good question. Very good question. So if that is the case-- and perhaps Janice will be the best person to answer this question. Janice, are you there?

She had to exit.

She had to exit. OK. Very good. So if that is the case, basically a distance learning class is one that would do more than 50% of its time, of its attendance time, through distance learning. If you happen to have a class that does not-- will not-- you basically are to foreseen this. It's difficult because we don't know when we're going back in many of the cases here. So if you do know, you basically set your class regularly without distance learning.

And then notice that when you do distance learning, though, here the system will let you select the in-classroom hours versus the distance learning. This is why you are to determine here the amount of time in minutes for the class. And out of that, you are to determine, over here in this field, Distance Learning Duration in Minutes, the amount of time per class that is consumed only for distance learning.

So the system does a calculation right there, m and determines if you're saying that the class lasts two hours, and you're only claiming one hour under distance learning, therefore the other hour will be your either instructional in a classroom, or perhaps this will be the homework time for the student, or so forth. But definitely that is a good question. The system will give you the capability of entering in-classroom hours and divide them or specify those distance learning hours from the in-classroom instructional time, all right? Very good questions.

All right. So we're going to go ahead and continue. I'm going to go ahead and close this tab. Notice what the system does as I am traveling from one section to the other. So the system provides me with these bread crumbs of tasks, so I can basically go back to where I was before by clicking on the previous tab-- by clicking on the previous tab.

If I don't need them anymore, I can just go ahead and click on the More button. Remember the More button we that earlier? Here it is. I'm going to click on the More button, and I can go ahead and close my pages-- I'm sorry, page is over here-- it's over here.

But either way, this is your More button over here. Basically, what this is telling me is that there is not enough space over here to fit all these buttons. So it's going to give me a More bottom, and give me the additional options to export, to print, to disconnect, and so forth, all right?

So we're going to go ahead and click on Pages and Close All Pages. When I close all pages, if there is any record that is pending, the system will go ahead and ask me if this is needed to be saved. So we're going to say no in this case.

All right. So next we're going to continue with Records. So you might ask, what is the difference between Organization and Records? So remember, Organization pertains to the information for your agency. Records, on the other hand, pertains to be information for the student.

What does that mean? Well, what is, for example, the demographics of your student? What are the demographics of the student? What classes the student is enrolled to, what programs the student is enrolled to, the test the student has taken, and so forth. So this all pertains to the student.

So we're going to go ahead and go to Records, Students, Demographics-- Records, Students, Demographics. So what you're going to see here is what we call a Lister. Basically, it is a spreadsheet with rows and columns of those students that are active in the program year. I'm emphasizing the word active because say, for example, if you were to create a demographic record just like their way of creating a class definition, there is no date set for that demographic record because the purpose of this is for that demographic record to be available across years.

But once you enter activity for the current program year-- and by activity, I mean class enrollment, program enrollment, hours of attendance, tests, any of those records will contain a date that falls under the correct program year. Then the system will go ahead an create activity for the current student. So these records that you see listed over here, they all have activity in the current program year.

If you are creating a new student and click on the New button-- notice the New button will always be on the upper left-- and you just created a demographic record, do not enter-- if you happen not to enter any activity, don't expect to see that demographic record appearing on this list. But once you enter that activity, then you can go ahead and see that student being populated under this Lister.

So you might ask yourself, well, after-- if I create the demographic record, but how am I going to add to an activity if I cannot even access the record through this Lister? That's a fair question. So what you need to do in the event that you are creating a demographic record, and need to follow up at a later point-- or right after, even-- with activity, you can go ahead and click on this Filter button.

The Filter button sets the default for each Lister. So here, the default setting is by current program year. So obviously, if the current program year will be your 2021 year. Meaning, if the student have any activity-- class enrollment, program enrollment, hours, tests-- in the current program year, it would automatically appear in this list. If the student does not, it will not appear.

So if you want to remove this option over here-- notice my count over here, by the way, is 6,790. If I am to click OK now, the system is going to be looking up cross years regardless of their status or activity, whether they have only a demographic, or they have all kinds of activity across years. The system is going to go ahead and give me that total number.

So what is the number? We're going to click on the handy-dandy More button. Notice now the number is different. We have 15,194 records. Obviously, this is every record possible under the 12 years or so that we have in the database, all right? So if you need to look for any records that does not have activity, the trick is click on the Filter button, remove the option of current program year, which is already removed, then click OK. And now you can go ahead and search for that record.

Now since we are at the Lister page will be here, let me go ahead and address some of these buttons, all right? So just to check on our documentation page, we are basically on page 6, addressing records, all right? So page 6 and some of the page-- page 8, I'm sorry. So page 8.

All right. So you know, the New button creates a new demographic record. If we click on that New button, notice that the system will go ahead and give me a blank page with the demographic information. There is a new feature, by the way, on TE generating a new ID for agencies. This is a brand new feature that was just released a couple of weeks ago, or maybe perhaps just as far as a month, I will say.

So TE now generates IDs for you, and it's a very useful feature. And so you don't have to create one, you to have to assign one. Of course, if you have your registration database that does one, then it's up to you whether you want to follow that format or a format for TE.

If you would like to have more information about the generation of student IDs, do know that that is under Organization, Agencies-- we're going to go ahead and take you back over here. I'm going to click with the Agency Record, click on the pencil icon over here, and we want to enable this right here-- ID autogeneration method.

Notice that by default, it's set as none. You want to go ahead and change these and switch it to a any format that caters best for your agency, whether this is a random number, whether it uses a fixed 10-digit number, or this is a combination of the name plus the birthday plus a random number-- it all depends. The system will go ahead and do that. And if you do so, do know that your agencies that are already existing your database will not change. They're still the same. So this is just for any new record that you are to create, all right? So that's little tip for a new feature that's coming-- that has been released, I'm sorry-- for the generation of IDs.

Let me go back to the Lister. And you want to enter this information. The minimum amount of information in order to create a student ID will be ID, obviously, and I believe it's just ID now because the system will go ahead and-- let's just go ahead and test this out.

So I'm going to go ahead and do Oscar123. And I'm just going to go ahead and say that. Now one thing to point out is that we are saving under the agency level. The system won't tell us, just like with the class-- remember how we created the class definition and it asked us to save it under the site? It's going to ask us to do the same. There you go.

So please select a site, not an agency. So we're going to go ahead and save it under North Campus once again. And also notice that the system will highlight the areas that are necessary. So this is a good guidance of what is necessary in order to save this record. I'm going to go ahead and populate these fields-- first name, last name, and we have a gender. Notice that under gender-- that's a new field as well-- we have nonbinary as well, all right?

So notice the birthday was not a necessary field. So there is-- obviously, you want to have as much information as possible. But if this information comes through another means-- let's say, through testing, for eTest or an import perhaps, you have the option to do it one way or another.

So I'm going to go ahead and click Save. Required ID is missing-- of course. It changed the ID, so we're going to do Oscar123-- so Save. There you go. So now the record let me save. So again, let me ask you this question.

Should I expect this demographic record to appear under my demographic Lister? Quick answer-- the answer is no because there is no mention of date. Nothing to do with the birthdate, that's not a date of activity. There was no mention of dates in this form, as you can see. So if I need to access Oscar the record over here, I would have to make sure that I cleared the filters as I did so I can go ahead and access these records.

How do I look for a record? Well, there's different ways to do so. If I am to click-- notice that each column has this little icon that looks like a funnel, right? So this funnel is basically called Add Filters. So if I am to click under my Add Filter for a student ID, I think go ahead and enter the ID Oscar123.

And I usually like to select Contains because-- as supposed to the default Start With, if my ID does not start with exactly what I'm setting, this system is not going to give me any matches. Whereas if I click Contains, even if my-- the way I entered the name is close, then the system will go ahead and give me that result. There it is. There's Oscar123, all right? So again this only works when I remove the filter option.

All right so in addition to that, you have Aggregated-- Aggregated means basically when the student has activity under multiple sites it aggregates the information under one record, but obviously, there is data from multiple sites. There are subsites and that it means when you have a breakdown of a site, and then another breakdown of another level of a breakdown under a site-- that will be a subsite. So it tells me what are the subsites.

Filter, we already said, that's basically setting up some filters in addition to my Add Filter button over here. I have tons of default filters here that I can go ahead and use them, all right?

So then you have Columns. Columns basically tells you the default columns that are addressed for that is specifically Lister. But in addition to that, I could also bring an address, I can also bring age, I could also bring email. Any of this information is also viewable by just clicking on that. In addition to that, I can always right-click on my title bar-- this is what we call the title bar, the bar on the top where you have the titles for the columns-- and it gives me that same list where I can choose Additional Columns.

This list changes depending on the page that I'm on. If I am at program enrollment, the options are going to be more pertaining to the enrollment of the student in a program, all right? So but those are additional columns.

In addition to these subjects, you can also remove the columns. So I can right-click on a specific column and choose Hide Native Language. Which when I do that, that disappears. If I right-click again and say, Show Age, it will go ahead and give me that column for age.

And notice that any column that I bring also contains its own filter. For filter for age, you have start and end with. For ethnicity, on the other hand, you actually have available ethnicities there for you to filter. It all pertains to do column that you are selecting, all right?

So to keep going now, we're going to go ahead and continue here. Sort, as the name says, is just to sort from A through Z . Delete, be very careful, that is to delete a record. If the record has activity, you will have to delete the activity first before you can delete the record. And a lot of times you are required to have a second person to confirm that deletion. That is just a mechanism that the programmers have set as a security for people not to go crazy deleting, because trust me, we have seen that situation in tech support.

And just a reminder, you're dealing with a live database. So there is no undo process here. This is not Microsoft Word, where you can click Undo until the beginning of your document. No. If there is no such thing of undoing. This is all live, all right?

So then you have Batch Delete-- takes the concerns of deleting to a higher level. Batch Edit, if you are looking to edit multiple records with the same information Batch Edit will be the button. Notice that these two buttons are not selected, are not highlighted-- or grayed out, I should say-- because it requires multiple records-- a selection of multiple records to appear.

Here's my count again-- and any other buttons that don't have space under my screen will come under the More. So here, you have the Print button. Here you have the Export-- those of you who are looking to export. Another new feature that has been released is your RLI invite.

So those are basically locators or a placement forms that you can go ahead and send through the demographic records. It's an the invitation that is sent either through email, or text, or perhaps both. And the student gets that, and can go ahead and take that placement test in the comfortable environment or home without a proctor.

There is no need of a proctor. They get it through their phone, they get it through their email. They take that locator-- or I'm sorry, that appraisal-- and once they finish, it's translated to or it's reported back to your database in TE. So it's very, very handy. It's not a test. It's a form of a placement test.

And it's basically used so that once the student shows up, it puts you in the head start of you know what tests to give the student once they show up to the agency, or if you would like to do a proctored remote testing, you can go ahead and follow up with that. So that will be a very handy feature. Any questions so far, Martha? Or anything that you would like to add, Martha?

No, I think we're fine. I've answered a few questions on the chat box. Thank you.

OK. Very good. Thank you. All right. So moving along, we're going to go ahead and close that student tab. So I'm going to go ahead and click on that X to close that. And we're going to move to Reports.

Again, for those of you who are looking to get more into reports, we're just doing an overview over here. But those of you who are looking to get about deeper into reports, I suggest you to please, please register to Martha's session tomorrow, all right? So under Reports, we have multiple reports of, whether these are reports related with eTest, whether these are reports related with your demographics, whether these are reports related with your test results, which is one of the most common areas.

So let's go ahead and quickly run one example for some of the areas. So I'm going to go ahead and start with CASAS eTest and WTU Balance. Let's see-- let's hope that-- again, we're working with simulated data over here, so I'm hoping that there is data over here for this report. Notice that all I did was click on the Generate button on the top and it generates my report.