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GENESIS - Roseville Area Schools

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<strong>GENESIS</strong><br />

Basic Navigation<br />

Genesis program is designed to keep records, generate reports, and manage<br />

information about students, their parents and district provided services.<br />

Connecting to <strong>GENESIS</strong><br />

Open a web browser (i.e. Firefox or Internet Explorer) and go to<br />

https://sis.isd623.org<br />

Hint: <strong>GENESIS</strong> software does not support the use of Pop-Up Advertising Blockers; if<br />

necessary, please disable before you login to <strong>GENESIS</strong>.<br />

Logging into <strong>GENESIS</strong><br />

Enter your e-mail<br />

user name and<br />

password.<br />

Password is case<br />

sensitive.<br />

Hint: While at login page, you may add <strong>GENESIS</strong> to your Bookmarks (Bookmarks<br />

Toolbar) or Favorites. There is a <strong>GENESIS</strong> link under staff on district web pages.<br />

Focus<br />

Basic Navigation in <strong>GENESIS</strong><br />

Title Bar<br />

Announcements:<br />

Both District and School<br />

announcements will appear in the<br />

content area when you log in.<br />

Focus identifies your School, your School Year, your access to Active/Inactive<br />

students, and the User Login Name. Depending on security permissions set up by<br />

the district, you may be able to double click on the Focus area to access Focus<br />

options.<br />

1


Lock and protect your screens from unauthorized use. Type in<br />

your password to return to the program.<br />

Support and Help access information and on-line help.<br />

Home Page Icon<br />

Menu<br />

Bar Icons<br />

and<br />

Groups<br />

Tree Icon<br />

Click on the triangle next to “Genesis”<br />

to view menu area; click on triangles<br />

to open submenus and reports.<br />

Adding Groups to Menu<br />

To add a group to the Menu Bar, right (control) click on a current group and select<br />

Add New Group; a window will open, name the group and click Save.<br />

Adding Items to Menu Bar Groups<br />

To add an item to a Menu Bar group, right (control) click on an item in the Tree list;<br />

a menu opens, select Add to Group.<br />

Note: If you add a lot of icons to one group, you will have to scroll down to see all of them.<br />

Quick Navigation<br />

Quick Navigation is located in the upper right<br />

part of the screen. The tab containing the<br />

symbol “>>” is used to expand or collapse the Quick Navigation area.<br />

2


• To add item to Quick Nav, right (control) click on an icon in the Menu Bar;<br />

select Add to Quick Nav.<br />

• To remove an item from Quick Nav, right (control) click on item in Quick Nav;<br />

select Remove Icon.<br />

Note: One of the advantages of using Quick Nav is that the activated screens are<br />

detached which allows for having several screens open at the same time.<br />

Opening Multiple Windows<br />

From the Tree or Menu Bar, right (control) click on an item<br />

and select Open New Window.<br />

Navigating Within a View<br />

Use the Action Bar arrows to<br />

navigate from student to<br />

student<br />

alphabetically.<br />

Action Bar<br />

Print the info showing in<br />

content area<br />

Use the magnifying<br />

glass to<br />

Activate the Find/Search<br />

mode.<br />

• Click on the magnifying glass to clear the screen.<br />

• Searching for an individual student: Enter student name and Return or click<br />

Find.<br />

• Searching by parameters (several different search fields): Enter the criteria<br />

you are searching for by using dropdowns, asterisk (*) to select fields, and or<br />

conditions in a field.<br />

3


Click Find or Return. When the data is returned, Open in Query, Print and Save<br />

as Filter are available.<br />

• Open in Query is used to start a Query.<br />

• Print has the following options: PDF, TIFF Image, CSV, Excel, HTML, PDF,<br />

Rich Text, Text File and XML<br />

• Save as Filter: Create a filter by entering a Filter Name, then click on Save<br />

as Filter. Leave the Make Active box checked and the filter is applied<br />

immediately.<br />

A funnel icon appears in the upper left corner of the view,<br />

indicating a funnel is active (this will show saved filters).<br />

Click on the funnel to open the menu to apply<br />

additional filters or to remove filters. Click on the “X” to<br />

delete a filter.<br />

With a filter selected, a user can change their Focus to a<br />

different school or year and the filter is honored when running reports.<br />

4

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