--- version: "latest" language: "en" --- # Talent Coaching and Mentoring - Mentor Help ## Join our Customer Community Town Halls Find out what's new, what's coming next, and practical best practices for your PowerSchool products. [Register for a Town Hall](https://www.powerschool.com/CustomerTownHalls/). Welcome to the PowerSchool Coaching and Mentoring user guide. This guide is specifically designed for mentors. ## Top workflows * [Review assigned mentees and goals](https://ut.powerschool-docs.com/mentoring-mentor/latest/view-mentees-and-goals) * [Conduct and document sessions](https://ut.powerschool-docs.com/mentoring-mentor/latest/conduct-sessions) * [Provide session feedback](https://ut.powerschool-docs.com/mentoring-mentor/latest/provide-session-feedback) * [Request program assistance from Admin](https://ut.powerschool-docs.com/mentoring-mentor/latest/request-admin-assistance) * [Update availability and preferences](https://ut.powerschool-docs.com/mentoring-mentor/latest/Update-availability-and-preferences) * [View program announcements and updates](https://ut.powerschool-docs.com/mentoring-mentor/latest/View-announcements-and-updates) ## Additional help and support Visit [Customer Central](https://customercentral.powerschool.com/) to access the product knowledge base, open a support case, or connect with peers and PowerSchool experts. --- version: "latest" language: "en" --- # Dashboard ## Overview This guide is designed to assist mentors in navigating the platform with ease, staying informed, and maximizing each mentoring interaction. As a mentor, when you click on **Coaching and Mentoring** and select Home, you will be directed to the Mentee list. To view details of individual mentoring sessions, click on the mentee's name, and you will be taken to the Mentee dashboard. --- version: "latest" language: "en" --- # FAQ **1. Can I filter or search for specific participants?** You can filter the list by attributes such as school year, mentee/mentor role, and other categories. **2. What information is displayed on the Mentee dashboard?** The dashboard displays the profile of either the mentee or the mentor, along with their assigned counterpart. **3. How do I communicate with my mentee?** You can email your mentee by clicking their email address in the mentee list. --- version: "latest" language: "en" --- # Get started ## Overview PowerSchool Coaching and Mentoring is a dynamic solution designed to support educators' professional growth through structured coaching, mentorship, and feedback. This tool empowers schools and districts to foster meaningful professional relationships, track progress, and enhance instructional effectiveness. This guide aims to help mentors understand this product and effectively conduct their mentoring sessions. ## Key features * Connect educators with mentors and coaches for tailored support. * Share insights, observations, and actionable feedback to enhance teaching practices. * Align coaching and mentoring efforts with existing PowerSchool products for a unified experience. With Coaching and Mentoring, educators reach their full potential by providing structured, data-driven support in a collaborative environment. ## Log in As a mentor: 1. Log in to the platform. * Click **Forgot password?** if you do not remember your password. Enter your username and click **Next**. * Click **Forgot Username?** if you cannot remember your username. Enter your email address and click **Next**. 2. From the toolbar, click **Coaching and Mentoring**, and select Home. The Coaching and Mentoring home page will contain the Mentee list. ## Related topics * [FAQ](https://ut.powerschool-docs.com/mentoring-mentor/latest/faq.md) --- version: "latest" language: "en" --- # Mentor User Guide for Coaching and Mentoring (MAC) Application ## Mentor User Guide This guide is for mentors using the Coaching and Mentoring (MAC) application. It explains roles, key concepts, daily workflows, and best practices from first sign-in through advanced features like AI-assisted check-ins and program-aware support areas. * [Mentor User Guide](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179755029/Mentor+User+Guide+Coaching+and+Mentoring+MAC#Mentor-User-Guide) * [1. Roles and Access](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179755029/Mentor+User+Guide+Coaching+and+Mentoring+MAC#1.-Roles-and-Access) * [2. Key Concepts and Terminology](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179755029/Mentor+User+Guide+Coaching+and+Mentoring+MAC#2.-Key-Concepts-and-Terminology) * [3. Getting Started](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179755029/Mentor+User+Guide+Coaching+and+Mentoring+MAC#3.-Getting-Started) * [4. Daily Mentor Workflows](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179755029/Mentor+User+Guide+Coaching+and+Mentoring+MAC#4.-Daily-Mentor-Workflows) * [4.1 View My Mentees](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179755029/Mentor+User+Guide+Coaching+and+Mentoring+MAC#4.1-View-My-Mentees) * [4.2 Open a Mentee Profile](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179755029/Mentor+User+Guide+Coaching+and+Mentoring+MAC#4.2-Open-a-Mentee-Profile) * [4.3 Create and Manage Goals](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179755029/Mentor+User+Guide+Coaching+and+Mentoring+MAC#4.3-Create-and-Manage-Goals) * [4.4 Record a Check-In](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179755029/Mentor+User+Guide+Coaching+and+Mentoring+MAC#4.4-Record-a-Check-In) * [4.5 Add Attachments](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179755029/Mentor+User+Guide+Coaching+and+Mentoring+MAC#4.5-Add-Attachments) * [4.6 Collaborate with Your Mentee](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179755029/Mentor+User+Guide+Coaching+and+Mentoring+MAC#4.6-Collaborate-with-Your-Mentee) * [5. Working with Programs and Support Areas](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179755029/Mentor+User+Guide+Coaching+and+Mentoring+MAC#5.-Working-with-Programs-and-Support-Areas) * [6. Reporting and Dashboards](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179755029/Mentor+User+Guide+Coaching+and+Mentoring+MAC#6.-Reporting-and-Dashboards) * [7. Privacy, Permissions, and Good Data Practices](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179755029/Mentor+User+Guide+Coaching+and+Mentoring+MAC#7.-Privacy%2C-Permissions%2C-and-Good-Data-Practices) * [8. Troubleshooting](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179755029/Mentor+User+Guide+Coaching+and+Mentoring+MAC#8.-Troubleshooting) * [9. Best Practices for Effective Mentoring in MAC](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179755029/Mentor+User+Guide+Coaching+and+Mentoring+MAC#9.-Best-Practices-for-Effective-Mentoring-in-MAC) * [Appendix A: Quick Reference](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179755029/Mentor+User+Guide+Coaching+and+Mentoring+MAC#Appendix-A%3A-Quick-Reference) * [Appendix B: Example Mentor Session Flow](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179755029/Mentor+User+Guide+Coaching+and+Mentoring+MAC#Appendix-B%3A-Example-Mentor-Session-Flow) * [References](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179755029/Mentor+User+Guide+Coaching+and+Mentoring+MAC#References) ### 1. Roles and Access MAC supports several roles. As a mentor, you primarily create goals, run check-ins, and track progress with assigned mentees. * **Mentor**: Works with one or more mentees. Can create goals, tasks, check-ins, and log time. * **Mentee**: Receives coaching; can view logs and, when enabled, contribute to goals/tasks/check-ins. * **Lead Mentor**: Oversees mentors; pairs mentors and mentees (assignment flows may be performed by Lead or Admin). * **Admin/Super User**: Configures programs, support areas, school years, and participant lists; manages roles and access. Access to MAC is provisioned through Professional Learning (PL). If you do not see the Coaching and Mentoring tab, contact an admin to enable your role and refresh/clear caches as needed. ### 2. Key Concepts and Terminology * **Program**: A configured set of support areas used by a mentorship. A single mentor can have mentorships in multiple programs. Programs appear in participant lists and in check-in and reporting contexts. * **Support Areas**: District-defined coaching categories (for example, Classroom Environment). The set of support areas you see is determined by the mentorship's program. * **Mentorship**: The relationship between one mentor and one mentee for a given school year and program. Tracks goals, time, and check-ins. * **Goal**: A concrete objective for the mentee. Goals can include tasks, check-ins, discussions, and attachments. * **Task**: An action item supporting a goal; can be assigned completion dates. * **Check-In**: A mentoring session entry. Can be recorded live, uploaded via transcript/audio for AI analysis, or logged manually as time with summaries. * **Attachments**: Files linked to goals, check-ins, or time logs. ### 3. Getting Started 1. **Sign in**: Open your district's PL portal and select the Coaching and Mentoring tab. 2. **Verify your role**: Confirm you see your Mentor dashboard or "My Mentees." If not visible, ask an admin to add the Mentor role in MAC. 3. **Confirm the school year**: Use the school year selector in headers where available; data and lists are year-scoped. If you're newly assigned, you may initially see an empty mentee list. Lead mentors or admins pair mentees to mentors. Once paired, mentees appear automatically. ### 4. Daily Mentor Workflows #### 4.1 View My Mentees Go to the Mentor home or "My Mentees" list to see each mentee with key stats: * Mentee name, email, primary location * Goal count * Hours coached * Last check-in date and last activity * Quick actions: Start Check-In, Log Time, Open Profile Use filters and program columns to narrow lists when you work across multiple programs. Alphabetic sorting is commonly used by default. #### 4.2 Open a Mentee Profile From the list, select a mentee to open their profile, which includes: * Header card: name, role, location, email * Actions: Check In, Log Time, Create Goal * * **Goals**: Active/inactive goals, last activity, attachment counts * **Check-Ins**: Date, duration, related goals/support areas, "is draft" indicator * **Support Areas**: Program-aware areas with time coached and recent activity * **Attachments**: Files across goals and check-ins #### 4.3 Create and Manage Goals 1. Select Create Goal, give it a clear title and description. 2. Optionally set start and completion dates and associate to a support area. 3. Add tasks to break down the work; set target dates and mark complete as progress is made. 4. Archive a goal when it's no longer active; unarchive if needed. Best practice: Keep goal titles outcome-oriented (for example, "Increase student engagement through exit tickets"). Use tasks for concrete, time-bound steps. #### 4.4 Record a Check-In You can log mentoring sessions in three ways: * **Live Check-In**: Start a real-time session; when finished, add notes, associate goals/support areas, and save. * **Upload for AI Analysis** * Upload a transcript/audio after a session. * Send to AI to generate a draft summary, goal/support area attributions, and action items. * Review/edit the transcript and summaries, adjust durations, and save to finalize (removes Draft status). * **Manual Time Log**: Quickly log minutes spent, attribute time to mentoring activity, goals, and support areas, and add a brief summary. Program-aware support areas: The choices presented in check-ins are based on the mentorship's assigned program. Ensure the mentorship is in the correct program before recording activity. #### 4.5 Add Attachments Upload relevant resources to a Goal or Check-In (for example, lesson plans, observation notes). Attachments are visible in context and from the mentee's consolidated attachments list. #### 4.6 Collaborate with Your Mentee * Use clear, shared goal and task names so mentees can track progress. * When permitted, mentees can comment or mark tasks complete. Align on expectations during the first meeting. ### 5. Working with Programs and Support Areas Programs define which support areas you see and report against for a given mentorship. * **Program visibility**: The program appears in participant lists and on mentorship details. * **Consistency**: Check-ins, goals, and reporting use the mentorship's program. Changing the program after activity begins is usually restricted by policy. If you mentor across multiple programs, you'll see separate mentorship rows in lists. Filters can group or isolate work by program. ### 6. Reporting and Dashboards Admins and lead mentors typically access dashboards. Mentors can use on-page summaries to reflect on: * Hours coached by support area * Recent sessions and activity * Goal/task progress and completion trends During check-ins, keep goal and support area associations accurate. Good categorization improves the quality of dashboards and coaching insights. ### 7. Privacy, Permissions, and Good Data Practices * **Role-based visibility**: Mentors can access only their mentorships. Admins and lead mentors have broader oversight aligned to configuration. * **Draft vs. final**: Uploaded check-ins start as Draft. Edit and save to finalize for reporting. * **Quality notes**: Write concise, factual summaries. Avoid personally identifiable student data beyond district policy. * **Attachments**: Only upload materials you are permitted to share within district guidelines. ### 8. Troubleshooting I can't see the Coaching and Mentoring tab. My mentee doesn't appear in the list. I don't see expected support areas during a check-in. AI analysis didn't return a summary. My hours or goal counts look off. ### 9. Best Practices for Effective Mentoring in MAC * Start each mentorship by aligning on goals and preferred communication cadence. * Use tasks to convert big goals into achievable steps with target dates. * After each session, promptly log time and notes to maintain accurate trends. * Leverage AI summaries as a starting point---always review and personalize. * Regularly review the Support Areas tab to balance coaching focus. *** ** * ** *** ### Appendix A: Quick Reference * My Mentees: Overview of mentees with hours, last activity, and quick actions. * Mentee Profile: Goals, Check-Ins, Support Areas, Attachments. * Check-In Options: Live, Upload for AI, Manual Time Log. * Programs: Determine support area lists and reporting context. ### Appendix B: Example Mentor Session Flow 1. Open mentee profile, click Check In. 2. Run a live session or upload transcript/audio. 3. Associate to goals and support areas. 4. Use AI to draft summaries; edit action items. 5. Save to finalize; confirm updates on the mentee's Check-Ins tab. --- version: "latest" language: "en" --- # Program participation The dashboard will include mentee details, such as the mentee's current role and place of work, content area, and assigned mentor's name. To navigate, click **Mentee list** and click on a mentee within the **Mentees** tab. Select the **School year** to view mentoring information for that school year. The Mentee dashboard has the following tabs: * Check in logs: You can view transcripts from current and past mentoring sessions. * Support areas: Identifies the areas of support that the mentee has discussed in previous check-ins, along with the total time spent on each area. ## Manage Check Ins You can record and analyze check in transcripts using the inbuilt PowerBuddy AI engine, or log session details manually. To record and analyze using AI: 1. On the dashboard, click **Record and analyze**. 2. Select **Transcript source**. Options available are: * **Use live audio transcription**: Allows you to record a mentoring session as it happens. Ensure you enable your computer's audio devices to record. * **Upload audio file** : Allows you to upload a recording of an existing mentoring session. Formats supported are MP3, M4A, WAV, AMR, FLAC, MP4, Ogg, and WebM. Click **Upload file**. 3. Click **Start transcribing** . To pause recording, click **Pause transcribing**. 4. To stop the recording, click **Stop transcribing**. * Click **Stop and analyze** to use PowerBuddy AI to analyze your transcript. PowerBuddy will begin generating and analyzing your transcript. To exit at any point, click **Return to Check in logs** to be redirected to the Check in logs screen. * Click **Stop transcribing**to stop transcribing and view the transcript. You will be redirected to the Check in log screen. While a transcript is still being generated, it will have the Draft label. 1. On the Check in logs screen, click the transcript you want analyzed using PowerBuddy. 2. On the review transcript screen, click **Analyze meeting** to summarize the transcript using PowerBuddy AI. 5. When the analysis is complete, you will be redirected to the transcript summary screen. To edit the summary, click the edit pencil icon. If needed, make changes to the Action items section. 6. Click **Save**. To manually record details of a mentoring session: 1. On the dashboard, click **Record time manually**. 2. Select the **Date** using the date picker. 3. Select **Support areas**. 4. Enter **Support area notes** and **Time spent** on each support area. 5. Click **Log time**. ## Manage Check in logs Transcripts are listed by their check in dates, goals, support areas, mentoring activities, hours coached, last activity, and session-related resources. When a transcript is being generated, it will be labeled Draft. To analyze a transcript using PowerBuddy, click the respective check in log, and click **Analyze meeting**. ## Manage Support areas This section summarizes coaching hours across different mentoring categories and allows mentees to review support areas in which they have received coaching. Mentees can track their coaching sessions under the Support Areas tab, which includes: * **Support Area Name** -- Categories of coaching received (e.g., Planning and Preparation, Learning Environments). * **Status** -- Whether the support area is Active or Inactive. * **Hours Coached** -- The total time spent on mentoring in that category. In This Section --- version: "latest" language: "en" --- # Release Notes * [2026](https://ut.powerschool-docs.com/mentoring-admin/latest/2026.md) --- version: "latest" language: "en" --- # Sessions and Feedback ## Overview The Mentees list includes all mentees' names, email addresses, primary locations, roles, mentee types, content areas, and assigned mentor's names. To email a mentee, click their email address. If you are a mentor for multiple school years, select the school year from the dropdown to view mentees for that year. To search for a mentee, type the mentee's name in the search bar and press enter. The mentee list provides the aggregated coaching hours, a timestamp of their last check in and a shortcut to start a check in. To record and use PowerBuddy to analyze your session automatically, click **Record and analyze** . Refer to [Manage check in](https://ut.powerschool-docs.com/mentoring-mentor/latest/mentee-dashboard/ManageCheckIns) for more information. To access the Mentee dashboard, click the mentee's name. Refer to the section titled [Mentee Dashboard](https://ut.powerschool-docs.com/mentoring-mentor/latest/mentee-dashboard) for more information. If you have the required permission to edit attributes, remove mentees, and assign mentors, refer to [Mentees](https://ut.powerschool-docs.com/mentoring-admin/latest/mentees) within the Admin Help. In This Section --- version: "latest" language: "en" --- # What's new Stay informed about the latest developments in PowerSchool Coaching and Mentoring. Here, you'll discover the newest product updates, feature enhancements, bug fixes, and usability improvements---all aimed at making your experience smoother and more intuitive. Check back often to see what's new! ## Latest updates Explore the latest updates, including new features, enhancements, bug fixes, and usability improvements. There are no updates currently. ## Archive Looking for previous release notes? Check out older updates here. There are no archives currently. --- version: "latest" language: "en" --- # Talent Coaching and Mentoring - Admin Help ## Join our Customer Community Town Halls Find out what's new, what's coming next, and practical best practices for your PowerSchool products. [Register for a Town Hall](https://www.powerschool.com/CustomerTownHalls/). Welcome to the PowerSchool Coaching and Mentoring user guide. This guide is specifically designed for administrators. ## Top workflows * [Set up a new support area](https://ut.powerschool-docs.com/mentoring-admin/latest/reporting-categories) * [Add and manage mentors and mentees](https://ut.powerschool-docs.com/mentoring-admin/latest/participant-list) * [Match mentors to mentees](https://ut.powerschool-docs.com/mentoring-admin/latest/mentee-attributes) * [Monitor engagement and participation](https://ut.powerschool-docs.com/mentoring-admin/latest/dashboard) * [Manage and update session schedules](https://ut.powerschool-docs.com/mentoring-admin/latest/permissions) * [Review mentor/mentee progress reports](https://ut.powerschool-docs.com/mentoring-admin/latest/dashboard) * [Handle mentor or mentee reassignments](https://ut.powerschool-docs.com/mentoring-admin/latest/participant-list) * [Export and share program data with stakeholders](https://ut.powerschool-docs.com/mentoring-admin/latest/dashboard) ## Additional help and support Visit [Customer Central](https://customercentral.powerschool.com/) to access the product knowledge base, open a support case, or connect with peers and PowerSchool experts. --- version: "latest" language: "en" --- # 2026 * [CAM 26.8.0.0 Release Notes](https://ut.powerschool-docs.com/mentoring-admin/latest/cam-26-8-0-0-release-notes.md) * [CAM_26.5.1.0 Release Notes](https://ut.powerschool-docs.com/mentoring-admin/latest/cam_26-5-1-0-release-notes.md) * [CAM_26.5.0.0: Release Notes](https://ut.powerschool-docs.com/mentoring-admin/latest/cam_26-5-0-0-release-notes.md) * [CAM_26.6.0.0 Release Notes](https://ut.powerschool-docs.com/mentoring-admin/latest/cam_26-6-0-0-release-notes.md) --- version: "latest" language: "en" --- # Admin configuration This guide is designed to assist administrators manage and navigate the platform with ease. As an administrator, when you select **Coaching and Mentoring** and select Home, you will see the Participant list, Admin configuration, Dashboard and User Role Management. In This Section * [Reporting categories](https://ut.powerschool-docs.com/mentoring-admin/latest/reporting-categories.md) * [Mentee attributes](https://ut.powerschool-docs.com/mentoring-admin/latest/mentee-attributes.md) * [School years](https://ut.powerschool-docs.com/mentoring-admin/latest/school-years.md) * [Permissions](https://ut.powerschool-docs.com/mentoring-admin/latest/permissions.md) * [Syncing Mentoring Hours to Professional Learning Transcripts: Configuration and User Experience](https://ut.powerschool-docs.com/mentoring-admin/latest/syncing-mentoring-hours-to-professional-learning-transcripts-configuration-and-user-experience.md) --- version: "latest" language: "en" --- # Admin Guide for Coaching and Mentoring Configuration, Management, and Best Practices ## Admin Guide --- Coaching and Mentoring **Who this is for**: District and program administrators managing Coaching and Mentoring (MAC). This guide covers provisioning, configuration, participant management, permissions, dashboards, and governance. * [Admin Guide --- Coaching and Mentoring (MAC)](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179394663/Admin+Guide+Coaching+and+Mentoring+MAC#Admin-Guide-%E2%80%94-Coaching-and-Mentoring-(MAC)) * [1. Overview and Core Concepts](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179394663/Admin+Guide+Coaching+and+Mentoring+MAC#1.-Overview-and-Core-Concepts) * [2. Provisioning and Access](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179394663/Admin+Guide+Coaching+and+Mentoring+MAC#2.-Provisioning-and-Access) * [2.1 Enable MAC UI](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179394663/Admin+Guide+Coaching+and+Mentoring+MAC#2.1-Enable-MAC-UI) * [2.2 Admin Management (Super Users)](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179394663/Admin+Guide+Coaching+and+Mentoring+MAC#2.2-Admin-Management-(Super-Users)) * [3. System Configuration](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179394663/Admin+Guide+Coaching+and+Mentoring+MAC#3.-System-Configuration) * [3.1 Reporting Categories](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179394663/Admin+Guide+Coaching+and+Mentoring+MAC#3.1-Reporting-Categories) * [3.2 School Years](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179394663/Admin+Guide+Coaching+and+Mentoring+MAC#3.2-School-Years) * [3.3 Mentee Attributes](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179394663/Admin+Guide+Coaching+and+Mentoring+MAC#3.3-Mentee-Attributes) * [3.4 Permissions (District Policy)](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179394663/Admin+Guide+Coaching+and+Mentoring+MAC#3.4-Permissions-(District-Policy)) * [4. Role and Access Control](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179394663/Admin+Guide+Coaching+and+Mentoring+MAC#4.-Role-and-Access-Control) * [4.1 Personas and Admin MFEs](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179394663/Admin+Guide+Coaching+and+Mentoring+MAC#4.1-Personas-and-Admin-MFEs) * [4.2 Role-Based Access Controls (RBAC)](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179394663/Admin+Guide+Coaching+and+Mentoring+MAC#4.2-Role-Based-Access-Controls-(RBAC)) * [5. Participant Management](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179394663/Admin+Guide+Coaching+and+Mentoring+MAC#5.-Participant-Management) * [5.1 Add Users (Manual)](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179394663/Admin+Guide+Coaching+and+Mentoring+MAC#5.1-Add-Users-(Manual)) * [5.2 Assign/Pairs (Mentorships)](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179394663/Admin+Guide+Coaching+and+Mentoring+MAC#5.2-Assign%2FPairs-(Mentorships)) * [5.3 Bulk Upload](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179394663/Admin+Guide+Coaching+and+Mentoring+MAC#5.3-Bulk-Upload) * [5.4 Deactivated Accounts](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179394663/Admin+Guide+Coaching+and+Mentoring+MAC#5.4-Deactivated-Accounts) * [6. Programs and Support Areas](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179394663/Admin+Guide+Coaching+and+Mentoring+MAC#6.-Programs-and-Support-Areas) * [7. Admin Workflows and Screens](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179394663/Admin+Guide+Coaching+and+Mentoring+MAC#7.-Admin-Workflows-and-Screens) * [7.1 Admin Configuration](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179394663/Admin+Guide+Coaching+and+Mentoring+MAC#7.1-Admin-Configuration) * [7.2 Participant List](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179394663/Admin+Guide+Coaching+and+Mentoring+MAC#7.2-Participant-List) * [7.3 Admin Dashboard](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179394663/Admin+Guide+Coaching+and+Mentoring+MAC#7.3-Admin-Dashboard) * [8. Data Governance and Privacy](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179394663/Admin+Guide+Coaching+and+Mentoring+MAC#8.-Data-Governance-and-Privacy) * [9. Troubleshooting](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179394663/Admin+Guide+Coaching+and+Mentoring+MAC#9.-Troubleshooting) * [10. Best Practices](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179394663/Admin+Guide+Coaching+and+Mentoring+MAC#10.-Best-Practices) * [11. Quick Reference](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179394663/Admin+Guide+Coaching+and+Mentoring+MAC#11.-Quick-Reference) * [12. FAQ](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179394663/Admin+Guide+Coaching+and+Mentoring+MAC#12.-FAQ) * [References](https://powerschoolgroup.atlassian.net/wiki/spaces/UT/pages/68179394663/Admin+Guide+Coaching+and+Mentoring+MAC#References) ### 1. Overview and Core Concepts Coaching and Mentoring supports role-based coaching at scale, with configurable programs, support areas, and permissions. Administrative features span provisioning, system configuration, role/permission management, participant onboarding and pairing, and analytics dashboards. ### 2. Provisioning and Access #### Admin Management (Super Users) From the Coaching and Mentoring tab, select **Admin Management**. * Add or remove Administrators. Any PL user can be designated; these users have super user visibility across the tenant's data and see the Home/Admin Management dropdown in the top nav. * Admin persona toggles the visibility of Admin MFEs (Admin Configuration, Participant List, Dashboard). ### 3. System Configuration Coaching and Mentoring → Admin Configuration. Configuration is typically district-scoped and school-year aware. #### Reporting Categories * Add/edit labels; set active/inactive. Only active items are used by AI during check-ins. * Once data exists, do not delete; mark inactive to remove from new analysis and UI choices. * Define the types of coaching time mentors log (add/edit/toggle active). #### School Years * Create school years with start and auto-calculated end dates. Data (mentors, mentees, mentorships, hours) is primarily school year-specific. * Set the Current Year flag (only one); enable/disable years for MAC. #### Mentee Attributes * Mentee Types and Content Areas categorize mentees for analytics and drilldowns. * Manage via Admin Configuration or during participant onboarding/bulk upload. #### Permissions (District Policy) * Check-In start permissions: Mentor only, Mentee only, or Both. * Mentee access to check-in logs: None, Read-only, or Read/Write. * Goal completion rights: Mentor only, Mentee only, Both. **Best practice** ### Role and Access Control #### Personas and Admin MFEs * Admin persona users see Admin Configuration, Participant List, Dashboard. * Mentors see Mentees; Mentees see My Profile and mentorship artifacts. #### Role-Based Access Controls (RBAC) * Super Users: Full visibility and admin functions. * View participant list, Admin Configuration, Dashboard * Manage mentorships and bulk upload * Download dashboard data * View deactivated accounts * View check-in details Lead Mentor and group-based scoping is being expanded. When enabled, a role's scope restricts visible participants and dashboard aggregations to permissible sites/groups. ### Participant Management #### Add Users (Manual) * Open Participant List and choose Add User → Add Mentor or Add Mentee. * Search PL/Unified Person by name or email; select user(s) to add for the selected school year. * For mentees, set Mentee Type and Content Area; assign a mentor now or later. #### Assign/Pairs (Mentorships) * From Mentors tab, use Actions → Assign Mentees to create mentor--mentee pairings. * Select Program at assignment time; this determines which support areas appear in check-ins and dashboards. #### Bulk Upload * Participant List → Add User → Upload User List. * Single-row semantics: values in Mentor and Mentee columns on the same row create a mentorship; only one side creates a new participant. * Emails must match existing PL records; verify before upload. * Include Program column to assign mentorship program (validated against configured programs). * Up to 500 rows per batch; use multiple uploads for larger imports. * Save to commit records. Review deactivated/reactivation behavior during QA; current implementations may not auto-reactivate users/mentorships on upload. Known behavior: Some environments do not automatically reactivate deactivated mentors/mentees/mentorships via bulk upload. Verify post-upload and reactivate manually if necessary. #### Deactivated Accounts * Use the "view deactivated account" toggle to audit deactivated mentors/mentees. * Ensure UI handles deactivated relationships gracefully; avoid 404s by reactivating or providing clear messaging. ### Programs and Support Areas Programs control which support areas are available for check-ins and AI analysis. Mentorships reference a single program; changing the program after activity may be restricted to preserve data integrity. * Display program in participant lists and mentorship details. * If a mentor works across programs, each mentorship appears separately. * Ensure bulk and manual pairing flows capture program consistently. **Outcome**: Accurate program assignment improves AI tagging, time attribution by support area, and dashboard quality. ### Admin Workflows and Screens #### Admin Configuration * Reporting Categories: Add/edit/toggle Support Areas and Mentoring Activities. * School Years: Create, enable, set current. * Mentee Attributes: Manage Mentee Types and Content Areas. * Permissions: Set mentee/mentor capabilities for check-ins, logs, goals. #### Participant List * Tabs for Lead Mentors (when enabled), Mentors, and Mentees. * Search, filter, download lists; view counts (mentees per mentor, goal counts, hours coached). * Edit mentee attributes; assign or remove mentorships. #### Admin Dashboard * Support Area (mentors, mentees, hours) * Mentor (mentees, email, location, hours) * Primary Location (mentor/mentee counts, hours) * Mentee Type (mentee counts, hours) * Toggle "View by Support Areas" in mentor and mentee type views for category breakdowns. * Export CSV from details when permitted; exports reflect filters and selections. Data quality tips: Ensure every check-in/log attributes time to correct goals and support areas; require primary location in PL to avoid "Other" buckets in dashboards. ### Data Governance and Privacy * Role-based visibility: Mentors see only their mentorships. Admin/role users see data by scope and permissions. * Check-in lifecycle: Uploaded sessions begin as Draft; finalize for inclusion in reporting. * AI usage: AI maps transcripts to support areas and proposes action items. Encourage mentors to review and edit summaries for accuracy. * Attachments and PII: Follow district data policies; avoid student-identifiable details in notes where not permitted. ### Troubleshooting * Verify MAC is enabled in PL General System Configuration. * Confirm user is added as Admin, Mentor, or Mentee; refresh/clear caches. * Check current school year filter and program assignment. * Verify pairing exists; reassign via Participant List if needed. * Confirm mentorship's program; ensure support areas are active. * Validate emails exist in PL and match CSV; re-upload after correction. * Respect 500-row batch limit; verify program column values. * Confirm role permissions include "Manage mentorship and upload data in bulk." * Impersonation testing must mirror real role scopes and persona. ### Best Practices * Finalize Support Areas, Programs, and Permissions before onboarding users. * Enforce primary location in PL for all staff to enable location analytics. * Pilot with a small cohort before district-wide rollout; validate dashboard views and exports. * Standardize check-in naming and time attribution to programs/support areas. * Review deactivated accounts quarterly; ensure mentorships reflect active staffing. ### Quick Reference * Provisioning: PL → General System Configuration → Enable MAC UI. * Admin persona: Coaching and Mentoring → Admin Management → Add Admin. * Configuration: Admin Configuration → Reporting Categories, School Years, Mentee Attributes, Permissions. * Onboarding: Participant List → Add User (mentor/mentee) or Upload User List (CSV template). * Pairing: Participant List → Mentors → Actions → Assign Mentees (select Program). * Analytics: Dashboard → select School Year → choose Support Area, Mentor, Location, or Mentee Type; drill down and export when allowed. ### 12. FAQ Can mentees start or edit check-ins? Yes, if district permissions allow. Set via Admin Configuration → Permissions: "Mentee can start check-in" and "Mentee check-in log read/write permissions." Why are some support areas missing from check-ins? Only active support areas for the mentorship's assigned program appear. Confirm the mentorship program and that the support areas are active. How do dashboard exports work? Role users with "Download dashboard data" can export from detailed drilldowns. Exports honor current filters, selections, and school year. Can we change a mentorship's program mid-year? Avoid changing programs after activity has started to maintain reporting integrity. Policies may restrict changes once data exists. Will bulk upload reactivate deactivated users or mentorships? Behavior can vary by environment; verify after upload. If not reactivated automatically, update status manually in Participant List. --- version: "latest" language: "en" --- # Admin management ## Overview The Account Management section in PowerSchool Coaching and Mentoring allows administrators to manage users, view their details, and assign or remove roles. This section provides a structured list of users with details such as name, email, primary location, and role. The list provides user details, like: * **Name** -- Full name of the user. * **Email Address** -- Contact email associated with the account. * **Primary Location** -- The assigned school or location. * **Primary Role** -- User role (e.g., Admin, Administrator, ACD Group). ## Add administrators To add a user as an administrator: 1. Select **Add administrator**. 2. Search for a user in the **Search all district staff** search field and press enter. 3. Select **Add users**. ## Remove administrators To remove an administrator: 1. Locate the user you want to remove. 2. Select the **Remove user** action icon. 3. Select **Confirm**. ## Related topics * [Dashboard](https://ut.powerschool-docs.com/mentoring-admin/latest/dashboard.md) * [Permissions](https://ut.powerschool-docs.com/mentoring-admin/latest/permissions.md) --- version: "latest" language: "en" --- # CAM 26.8.0.0 Release Notes **Release date:** 2026-08-23 **Jira release:** CAM_26.8.0.0 **Product area:** Mentoring and Coaching (Unified Talent) ## Summary This release adds broad program-aware functionality across Mentoring and Coaching, including programs and support areas management, program columns across participant and check-in views, dashboard reporting by program, CSV upload/count improvements, deletion and deactivation handling, and a large set of usability, data, and display fixes. ## Major features \& improvements * Programs and support areas foundation, including default program creation and admin configuration updates * Program creation, editing, management, and deletion/deactivation safeguards * Program assignment support for mentorship creation, bulk upload, and mentor editing workflows * Program column visibility across participant lists, mentor mentee lists, mentee pages, check-in logs, support areas, and CSV exports * Dashboard reporting by program, including support-area slicing and detail-view fixes * AI and manual check-ins now respect mentorship program associations * CSV upload validation, preview counts, and downloaded export improvements * Role-based visibility, layout, filtering, support-area, and session-timeout bug fixes across key user journeys ## Key work items | Work item | Type | Summary | |-----------|------------|----------------------------------------------------------------------------------------------------------------------------| | MAC-1670 | Bug | Prevents users from assigning themselves as their own mentor when editing mentorships. | | MAC-2035 | Bug | Corrects handling for deleted mentors and mentees so qualifying deleted users appear in the proper deactivated sections. | | MAC-2249 | Bug | Adds a confirmation prompt before permanently deleting uploaded files across affected file-management areas. | | MAC-2315 | Bug | Fixes mentee list filtering so searching by program returns the expected results. | | MAC-2316 | Bug | Restores program details visibility for administrators viewing a mentor's mentee details. | | MAC-2328 | Bug | Resolves a session-expired error on the Support Areas tab for role-based users viewing mentee details. | | MAC-2329 | Bug | Allows role-based users to correctly view support areas on mentee profiles. | | MAC-2338 | Bug | Fixes layout and label spacing problems on deactivated mentee profiles so check-in information displays clearly. | | MAC-2356 | Bug | Restores support-area visibility for mentors viewing a mentee's profile. | | MAC-2357 | Bug | Restores support-area visibility for mentees viewing their own profile. | | MAC-2361 | Bug | Clarifies that upload preview counts represent unique users rather than CSV row totals. | | MAC-2369 | Bug | Improves upload preview accuracy by showing correct separate counts for unique mentors and unique mentees. | | MAC-2370 | Bug | Ensures manual check-ins display the correct associated program instead of multiple programs. | | MAC-2371 | Bug | Corrects hours coached values so mentor list totals align with individual mentee detail views. | | MAC-2373 | Bug | Removes duplicate location entries from dashboard details for coaching hours by primary location. | | MAC-2374 | Bug | Fixes dashboard location searches and limits charts to top results while keeping full details available separately. | | MAC-2386 | Bug | Removes inactive support areas from dashboard detail filters where only active choices should be shown. | | MAC-2404 | Bug | Fixes a session-timeout/server error when navigating from a mentor view into mentee check-in details. | | MAC-2405 | Bug | Adds missing program information to mentor-downloaded mentee list CSV files. | | MAC-2407 | Bug | Fixes dashboard loading when support-area views are enabled for mentor-based reporting. | | MAC-2414 | Bug | Corrects mentee-type dashboard results and hours when viewing support-area breakdowns. | | MAC-1596 | Epic | Introduces differentiated support areas so districts can manage coaching and mentoring programs in more tailored ways. | | MAC-1606 | Epic | Refactors dashboard and related experiences to support program-aware coaching and mentoring data. | | MAC-1991 | Epic | Covers capabilities related to editing and deleting program associations within the product. | | MAC-2326 | Sprint Bug | Fixes empty program columns for role-based users in participant list mentor and mentee tabs. | | MAC-2327 | Sprint Bug | Fixes missing program names for mentees on mentor detail pages for role-based users. | | MAC-2360 | Sprint Bug | Corrects uploaded mentorship display issues so program and mentor details appear properly after bulk upload. | | MAC-2363 | Sprint Bug | Fixes dashboard detail filtering so data appears when a support area is selected. | | MAC-2372 | Sprint Bug | Corrects program-level dashboard hours coached values and related role-based display behavior. | | MAC-2378 | Sprint Bug | Investigated zero-hour dashboard support-area counts; behavior was resolved and no longer reproducible. | | MAC-2380 | Sprint Bug | Fixes empty program dashboard graphs when switching school years for role-based users. | | MAC-2389 | Sprint Bug | Improves edit-mentor dialog wording by changing the confirmation button text for clarity. | | MAC-2394 | Sprint Bug | Preserves historical program associations when a mentorship's current program is edited later. | | MAC-1630 | User Story | Redesigns Admin Configuration into a Programs and Support Areas experience with grouping and filtering improvements. | | MAC-1632 | User Story | Adds program support to bulk mentorship uploads, including a Program column in the template and validation behavior. | | MAC-1633 | User Story | Adds a Program column to participant lists with sorting, search support, and separate rows for multi-program associations. | | MAC-1639 | User Story | Adds the ability to edit mentorship program assignments from participant management views. | | MAC-1641 | User Story | Builds the technical architecture needed to support program-based mentorship management across the platform. | | MAC-1643 | User Story | Adds Program columns to check-in logs and support areas on mentee-related pages. | | MAC-1645 | User Story | Adds dashboard reporting by program, including support-area breakdowns and permission-aware visibility. | | MAC-1647 | User Story | Allows administrators to create custom programs and associate active support areas with them. | | MAC-1690 | User Story | Creates a default Mentoring program for every district and associates legacy support areas and mentorships to it. | | MAC-1972 | User Story | Adds editing, status management, and guarded deletion behavior for programs in Admin Configuration. | | MAC-1983 | User Story | Adds validation and user guidance for unrecognized or unsupported program information during bulk uploads. | | MAC-1985 | User Story | Adds program selection to manual mentorship assignment workflows and reflects the result in participant views. | | MAC-1992 | User Story | Enhances Edit Mentor so program associations can be reviewed, preserved, changed, or added during mentor updates. | | MAC-1997 | User Story | Adds a Program column to the mentor's mentee list with sorting and search support. | | MAC-1998 | User Story | Makes AI-generated check-in analysis use support areas based on the mentorship's assigned program. | | MAC-1999 | User Story | Makes manual time logging use only the support areas relevant to the mentorship's assigned program. | --- version: "latest" language: "en" --- # CAM\_26.5.0.0: Release Notes ## Release notes | **Release** | CAM_26.5.0.0 | | **Release date** | 2026-05-26 | | **Name** | CAM_26.5.0.0 | |------------------|--------------| Role-management hardening and data integrity improvements, plus fixes to coaching-hours calculations and CSV exports. ### 🚀 Major features \& improvements * Role-based access: enable multi-select locations when assigning roles, improving coverage for users who span multiple sites. * Reliability \& scale: improved nightly sync performance via cursoring/last-processed tracking to avoid reprocessing already-synced records. * Admin tooling: added internal-only "System details" screen to create/manage district records to support onboarding and troubleshooting. * Data integrity: scripts/repairs to ensure existing clients have primary locations and PersonIdentifier coverage before role management rollout. * Bulk operations: improved bulk upload/search stability by switching back to the PL bulk email search API and validating larger uploads. ### 📦 Key work items | **Work item** | **Summary** | |---------------|------------------------------------------------------------------------------------------------------------| | MAC-2211 | Support multi-select locations for CAM role-based access. | | MAC-2206 | Make nightly sync more performant by tracking last processed cursor. | | MAC-2214 | Add internal admin screen to create district records for CAM. | | MAC-2197 | Update bulk email search to use updated PL bulk API and reduce timeouts. | | MAC-2123 | Ensure existing clients' users have primary locations configured ahead of role management. | | MAC-2213 | Check existing coaching clients for missing PersonIdentifier and drive backfill. | | MAC-2218 | Run sync/backfills for existing CAM clients to populate site data and identifiers. | | MAC-2212 | Fix environment issue preventing adding mentors/mentees by ensuring nightly sync ran for impacted clients. | | MAC-2059 | Align dashboard mentor/coaching-hours widgets with detail views for role users. | | MAC-2225 | Fix hours coached totals after deleting draft check-ins; add repair job for corrupted stats. | | MAC-2226 | Fix incorrect/negative hours coached values in downloaded mentee list (via stats repair). | | MAC-2232 | Add Primary Location column to downloaded CSV reports. | | MAC-2233 | Improve bulk CSV upload validation with clearer header/row limit errors. | | MAC-2219 | Address/validate duplicate role assignment behavior (environment duplicate location edge case). | | MAC-2227 | Clarify/check-in duration rounding behavior when using Record and Analyze (functioning as designed). | | MAC-2229 | Clarify transcript vs support-area time mismatch (functioning as designed). | | MAC-2231 | Investigate edit mentor error; determined invalid/data-specific. | | MAC-2192 | Bulk upload 500 rows timeout investigation (closed as duplicate of MAC-2197). | | MAC-2261 | Fix tab header capitalization consistency. | --- version: "latest" language: "en" --- # CAM\_26.5.1.0 Release Notes **Release date:** 2026-05-29 **Product area:** Mentoring and Coaching (Unified Talent) ## Summary This release focuses on syncing mentoring hours to Professional Learning (PL), along with usability improvements and defect fixes across key workflows. Highlights include: * Infrastructure to support nightly sync of check-in time to PL transcripts, gated by an Admin Configuration toggle and feature flag. * Admin UI enhancement introducing an "Integrations" tab with a clear on/off control for the nightly transfer-credit sync and explanatory messaging. * Resolved issues impacting application loading, CSV user uploads, transcript sync errors, and mentee access to in-progress AI transcript check-ins. * Role management UX updates: clearer "View Users" drawer pagination and deactivated users toggle text improvements. * Cloud security hygiene: completion of the MAC cloud access key rotation task. ## Key work items | Reference | Type | Details | |-----------|------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | MAC-2230 | Bug | Check-in logs: allow mentees with "start check-in" permission to access in-progress AI transcript check-ins after navigating away; fixes "check-in details not available" modal appearing incorrectly. | | MAC-2238 | Bug | Page Load: resolved app stuck-on-loading by correcting staging deployment pointer and addressing setup dependencies. | | MAC-2243 | Bug | Bulk CSV Upload: fixed server error when uploading user list; guidance added for PL primary location prerequisite. | | MAC-2244 | Bug | Transcript sync: nightly sync errors resolved by adding missing DynamoDB index and backfilling; successful runs validated. | | MAC-2084 | User Story | Admin Configuration: new "Integrations" tab with "Enable Transfer Credit Nightly Sync Job" toggle and explanatory UI messaging. | | MAC-2085 | User Story | Backend: DynamoDB flags and nightly sync state machine to upload check-ins to PL; batching, idempotency, and observability included. | | MAC-2099 | User Story | Pre-send configuration check decision recorded: PL stores submissions but requires PL configuration for credit generation; documented approach. | | MAC-2181 | User Story | Role Management: "View Users" drawer pagination improvements (page size selector, disabled chevrons/single-page hide) for clearer navigation. | | MAC-2207 | User Story | Security: MAC cloud access key rotation completed per org-wide credential hygiene initiative. | | MAC-2221 | User Story | UX copy: Deactivated users toggle text changed to "Display deactivated mentors/mentees"; removed misleading "(0)" until selected. | ## Details and impact Mentoring hours sync to Professional Learning * Admin can enable/disable the transfer-credit nightly sync via the new Integrations tab; only new check-ins after enablement are queued for sync. * Nightly job queries unsynced check-ins, posts to PL, and marks successful uploads to prevent duplicates. * Operational safeguards: pagination, batching, idempotency, logging/metrics, and partial-failure handling. Quality fixes and usability improvements * Resolved app loading regression in staging by correcting deployment target and validating environment prerequisites. * Restored mentee access to in-progress AI transcripts when "start check-in" is permitted. * CSV user upload reliability improved; surfaced prerequisite guidance (PL primary location). * "View Users" pagination made clearer: page-size options, disabled chevrons at bounds, and no pagination when a single page. * Deactivated user toggles now communicate status without suggesting zero results by default. ## Known considerations * Credit generation in PL depends on PL-side configuration. When configuration is incomplete, records are stored but credits are not generated until setup is finished. * Coaching vs. Mentoring labeling for PL sync may continue to be generalized in early iterations; future --- version: "latest" language: "en" --- # CAM\_26.6.0.0 Release Notes ## Release notes CAM_26.6.0.0 This release delivers mentoring workflow enhancements, resource/file management improvements, dashboard and export updates, plus several security, accessibility, and navigation fixes across Mentor, Mentee, Participant, and Dashboard experiences. **Release summary** Version **CAM_26.6.0.0** for **Mentoring and Coaching** was released on 2026-06-19. This release includes user-facing enhancements, workflow improvements, and resolved defects focused on resources/files, downloads, navigation, permissions, and accessibility. ## Major features and improvements ### Resources and files experience * Added support for uploading resources in AI-sponsored check-ins and manual time logging flows. * Enabled editing of resources in AI-sponsored check-ins after analysis is available. * Added a Resources indicator to check-in logs so users can quickly identify attached materials and navigate to them. * Introduced All Files deletion improvements, including bulk delete and uploader-based controls. * Improved privacy so mentors only see files relevant to their own mentorship context. * Updated tab naming from **All Files** to **All Resources** in affected experiences. ### Downloads and reporting * Added mentee check-in data download from My Profile for stipend and recordkeeping use cases. * Added dashboard drilldown CSV downloads for support areas, mentors, mentee types, and locations. * Added location-based mentee list download from the dashboard. * Improved participant list export naming so deactivated mentor and mentee downloads are clearly labeled. ### Navigation, usability, and accessibility * Refactored the Mentor MFE individual mentee page into a detail view with breadcrumbs for easier navigation. * Resolved a 404 issue affecting the Mentee MFE during impersonation. * Improved keyboard accessibility in mentor check-in logs so resource links can be reached with tab navigation. * Fixed duplicate checkboxes in the All Files experience. ### Security and data integrity fixes * Closed a permission gap that allowed mentee users to access restricted pages by changing the URL. * Corrected reactivation behavior so mentor, mentee, and mentorship records update status keys consistently. * Resolved errors loading the All Resources tab and related reporting configuration areas in staging workflows. ## Key work items | Issue | Type | Summary | Area | |--------------|------------|--------------------------------------------------------------------------------------------------------------------------|-------------------------------| | ++MAC-1506++ | User Story | Added mentee check-in CSV download from My Profile, including current-view export support for selected school year data. | Mentee MFE | | ++MAC-1509++ | User Story | Added dashboard drilldown CSV downloads for support area, mentor, mentee type, and location detail pages. | Dashboard | | ++MAC-1528++ | User Story | Refactored the mentor individual mentee page into a routed detail view with breadcrumb navigation. | Mentor MFE | | ++MAC-1532++ | User Story | Added dashboard location-based mentee list download with coaching hour visibility by location. | Dashboard | | ++MAC-1559++ | Bug | Fixed authorization issue that allowed a mentee to access restricted links by manually editing the URL. | Security / Navigation | | ++MAC-1600++ | User Story | Updated mentor and mentee list export names to clearly identify deactivated account downloads. | Participant MFE | | ++MAC-1625++ | User Story | Added a Resources column to check-in logs with counts and navigation to attached resources. | Mentor / Mentee / Participant | | ++MAC-1626++ | User Story | Added resource upload support for AI-sponsored check-ins. | Mentor / Mentee / Participant | | ++MAC-1627++ | User Story | Added editing support for resources in AI-sponsored check-ins, including add and delete flows. | Mentor / Mentee | | ++MAC-1628++ | User Story | Added file upload support to manual time logging with read-only behavior for admin and role-user views. | Mentor / Mentee / Participant | | ++MAC-2217++ | Bug | Fixed record reactivation so status-based keys stay aligned for mentors, mentees, and mentorships. | Participant Data | | ++MAC-2220++ | Bug | Restricted mentor file visibility so mentors cannot see files uploaded by other mentors for the same mentee. | Files / Privacy | | ++MAC-2235++ | Bug | Added delete functionality for All Files with bulk actions and uploader-based controls. | Files | | ++MAC-2236++ | Bug | Removed duplicate checkboxes from the All Files tab across affected experiences. | Files UI | | ++MAC-2247++ | Bug | Improved keyboard accessibility for mentor check-in logs and resource interactions. | Accessibility | | ++MAC-2248++ | Bug | Resolved a 404 error affecting the Mentee MFE during impersonation. | Mentee MFE | | ++MAC-2260++ | Bug | Updated tab labeling so the experience uses **All Resources** instead of **All Files**. | Navigation / UI | | ++MAC-2298++ | Bug | Resolved an error loading the All Resources tab. | Resources | --- version: "latest" language: "en" --- # Dashboard ## Overview The Dashboard provides administrators with an overview of coaching activities, including total coaching hours, the number of mentors and mentees, and primary locations where coaching occurs. To navigate, log in to PowerSchool Coaching and Mentoring and select Dashboard from the sidebar. The Dashboard displays key metrics and data specific to a school year: * **Total Coaching Hours** -- The cumulative hours logged by mentors. * **Total Mentors** -- The number of active mentors in the program. * **Total Mentees** -- The number of mentees currently participating. * **Primary Locations** -- The total number of locations where coaching takes place. Users can view coaching hours based on different categories using the dropdown menu: * **Primary Location** -- Displays coaching hours by school or institution. * **Support Area** -- Shows coaching data based on support categories. * **Mentor** -- Breaks down hours by individual mentors. * **Mentee Type** -- Categorizes coaching hours based on different mentee groups. * **Content Area** -- Groups coaching hours by subject or focus area. Users can **select a category** (e.g., Primary Location) to view coaching hours for specific schools or institutions. The **View by Support Area** toggle allows switching between different coaching perspectives. The data visualization updates dynamically based on the selected category. Users can change the academic year using the drop-down. --- version: "latest" language: "en" --- # Differentiated Support Areas in Coaching and Mentoring: Features and Configuration Guide This guide explains how differentiated support areas work in Coaching and Mentoring, what changed, and how administrators and program managers use the feature across setup, mentorship assignment, check-ins, and reporting. Differentiated support areas let districts manage different sets of support areas by program, such as Mentoring, Instructional Coaching, or Leadership. Programs can share support areas where needed, but each program can also have its own tailored set. This feature was introduced to support districts that run multiple educator-support programs in one system and need more relevant check-ins, cleaner reporting, and better alignment to real district structures. ## What this feature does Previously, the platform supported a single global set of support areas. With differentiated support areas, the system introduces **programs** as a new configuration layer. * Admins can create multiple programs. * Each program can be associated with one or more support areas. * Support areas may overlap across programs. * Mentorships can be associated with a specific program. * AI check-ins and manual time logging use the support areas that apply to that mentorship's program. * Dashboards and detail pages can report by program as well as support area. The result is more accurate analysis, clearer data segmentation, and better support for districts running multiple coaching, mentoring, or leadership programs in a single instance. ## Key concepts | Concept | What it means | Why it matters | |---------------------|------------------------------------------------------------------------|-------------------------------------------------------------------------------| | Program | A defined district program such as Mentoring, Coaching, or Leadership. | Programs organize mentorships and determine which support areas apply. | | Support area | A focus area used for check-ins, time logging, and reporting. | Support areas become more relevant when tied to the right program. | | Program association | The link between a mentorship and a specific program. | This drives what users see in check-ins, lists, and reports. | | Default program | A system-created Mentoring program used to migrate legacy data. | Preserves historical data and gives existing districts a safe starting point. | ## How programs and support areas are configured Configuration happens in Admin Config, where the existing support area setup expands into a program-aware model. ### Programs and Support Area table In Admin Config, admins will see a table for **Programs and support area**. The page supports two views: * **Group by program**: shows each program and its associated support areas. * **Group by support area**: shows each support area and the programs it belongs to. The table also supports: * Search across the table * Filtering by program and status * Status management for programs * Edit and delete actions where allowed ### Adding a program When an admin selects **Add program**, a side panel opens. From there, the admin can: 1. Enter a unique program name. 2. Review the list of active support areas. 3. Select one or more support areas for that program. 4. Save the program and its support area associations. Program names must be unique. If a duplicate name is entered, the system blocks saving until the name is changed. ### Editing a program Admins can edit a program to update: * The program name * The support areas associated with that program * The active or inactive status Changes made in configuration are reflected in the Programs and support area table and affect available selections elsewhere in the product. ### Deleting or deactivating a program Program deletion is restricted when data is already associated with the program. * If a program has no associated generated data, it may be deleted after confirmation. * If a program has associated data, deletion is disabled. * In those cases, admins should deactivate the program to prevent future use. Deletion protection exists to preserve historical integrity. If a program has already been used in mentorships, check-ins, or related records, the safer path is deactivation rather than deletion. ### Default program behavior When the feature is introduced into an existing district, the system automatically creates a default program called **Mentoring**. * Existing support areas are assigned to this default program. * Existing mentorship records are assigned to this default program. * This provides backward compatibility for legacy data. The default program can be renamed, but it remains the anchor for migrated historical data. Its support area association, deactivation, and deletion are restricted. ## How program association works in mentorship management Differentiated support areas only work correctly when mentorships are associated with the right program. ### Participant List updates The Participant List adds a **Program** column for mentors and mentees. * Program information can be searched. * Program information can be sorted like other columns. * If a person is associated with multiple programs, they may appear in separate rows so each mentorship context is clear. ### Manual mentorship assignment When assigning mentors and mentees manually, the system now supports selecting a program for that mentorship. * If only one default program exists, it is assigned automatically. * If multiple programs exist, the user selects the program during assignment. * Program information is then reflected in the Participant List for both mentor and mentee. ### Editing a mentorship's program Authorized users can edit program association for mentorships through mentor management flows. * The current program association is shown in the edit flow. * Users can select a different available program. * Changing one mentorship's program does not automatically change other mentorships for that mentor. This is important in districts where one mentor may work across multiple programs. ### Bulk upload support Bulk upload templates include a **Program** column for mentorship-related records. Important rules: * Program values are saved only when they match configured programs. * Program values are saved only when associated with mentorship uploads. * If no active programs are configured, uploaded program values are ignored after user confirmation. * If some programs are unrecognized, the user can choose whether to continue and ignore those values. Bulk upload is validation-aware. It helps prevent invalid program data from entering the system while still allowing admins to continue the import when appropriate. ## How differentiated support areas affect check-ins and time logging ### AI-powered check-ins When a check-in transcript is analyzed, the system uses the mentorship's program association to determine which support areas apply. * The AI analysis references only the support areas relevant to that program. * The resulting check-in record reflects the applicable support areas. * The check-in log also reflects the applicable program. This improves the relevance of analysis and reduces noise from unrelated support areas. ### Manual time logging Manual logging flows are also program-aware. * When a user records time manually, the support area dropdown is filtered to the support areas that belong to the mentorship's program. * The resulting entry aligns to the correct support areas and program context. ### Mentee and profile views Program information is surfaced in several places to keep context visible: * Check-in logs include a Program column. * Support Areas tabs include a Program column. * Mentee pages and profile-related views reflect the program-aware structure. ## How reporting changes Differentiated support areas also expand reporting and dashboard analysis. ### Dashboard updates * Time entries are aggregated by program. * A Program category is available in dashboard metrics. * Users can analyze coaching hours by program. * Support area slicing respects the selected program context. ### Program detail reporting Detailed program reporting includes measures such as: * Program name * Mentor count * Mentee count * Hours coached If a mentor or mentee participates in multiple programs, they are counted within each relevant program view. ## Best practices for administrators * Set up programs before bulk upload or large-scale mentorship assignment. * Use clear, district-recognizable program names. * Reuse support areas across programs only when the meaning is truly shared. * Deactivate old programs instead of deleting them when historical data exists. * Update mentorship program associations at the start of a school year rather than mid-year when possible. A clean program structure upfront makes check-ins more accurate, reporting easier to trust, and long-term administration much simpler. ## Common scenarios A district runs both New Teacher Mentoring and Instructional Coaching Create two programs, then assign the support areas that belong to each. Shared support areas can appear in both programs. When mentorships are linked to the correct program, check-ins and reporting will stay separated appropriately. A mentor supports people in more than one program The mentor can appear in more than one program context. Their mentorships keep separate program associations, and reporting reflects each one independently. A district already had data before this feature launched The system creates a default Mentoring program and associates existing support areas and mentorships to it. This preserves old records while allowing new programs to be added going forward. --- version: "latest" language: "en" --- # FAQ 1. **Who can access the Account Management page?** * Only Administrators and Superusers can access the Account Management section to add or remove users. 2. **How do I add a new administrator?** 1. Select **Add Administrators**. 2. Enter the required details. 3. Select **Save** . 3. **Can I remove an administrator?** 1. Yes, you can remove an administrator by clicking the user removal icon in the Remove User column. 4. **How can I filter or search for a user?** 1. Currently, the Account Management section does not have a direct search function, but you can manually scan through the listed users. 5. **How can I change a user's primary location?** 1. Currently, the system does not allow direct location changes from this screen. Contact an Administrator for assistance. 6. **Why do I see duplicate names in the list?** 1. This is most likely because there are multiple people with the same names. 7. **What is the function of the page size dropdown?** 1. The Page Size drop-down allows users to control the number of entries displayed per page. 8. **What settings can be managed in the Admin Configuration?** 1. Admins can configure reporting categories, define mentee attributes, manage school years, and set role-based permissions for system access. 9. **What are Reporting Categories used for?** 1. Reporting categories help track and analyze mentorship program outcomes by categorizing mentees/mentors based on key metrics. 10. **How can I customize Mentee Attributes?** 1. The admin can define and modify mentee attributes such as Mentee type and Content areas within Mentee Attributes located within Admin configuration. 11. **Can I add or remove a School Year category?** 1. Yes, admins can add new school years to keep track of different mentorship cohorts. 12. **What Permissions can be managed?** 1. Permissions control access levels for user groups like mentees, mentors, and admins, ensuring data security and appropriate system usage. --- version: "latest" language: "en" --- # Feature Guides --- version: "latest" language: "en" --- # Get started ## Overview PowerSchool Coaching and Mentoring is a dynamic solution designed to support educators' professional growth through structured coaching, mentorship, and feedback. This tool empowers schools and districts to foster meaningful professional relationships, track progress, and enhance instructional effectiveness. This guide aims to help administrators effectively manage mentoring sessions across schools. ## Key features * Connect educators with mentors and coaches for tailored support. * Share insights, observations, and actionable feedback to enhance teaching practices. * Align coaching and mentoring efforts with existing PowerSchool products for a unified experience. With Coaching and Mentoring, educators reach their full potential by providing structured, data-driven support in a collaborative environment. ## Log in As an administrator: 1. Log in to the platform. * Select **Forgot password?** If you do not remember your password. Enter your username and select **Next**. * Select **Forgot Username?** If you cannot remember your username. Enter your email address and select **Next**. 2. From the toolbar, select **Coaching and Mentoring** , and select **Home**. The Coaching and Mentoring home page will contain the [Participant List](https://ut.powerschool-docs.com/mentoring-admin/latest/participant-list), [Admin Configuration](https://ut.powerschool-docs.com/mentoring-admin/latest/admin-configuration), [Dashboard](https://ut.powerschool-docs.com/mentoring-admin/latest/dashboard), and [User Role Management](https://ut.powerschool-docs.com/mentoring-admin/latest/user-role-management). --- version: "latest" language: "en" --- # Mentee attributes ## Overview Administrators set up mentee attributes to provide more information when pairing mentees with mentors. The default option for View Coaching Hours by Mentee type is All Mentees. ## Configure mentee types Mentee Types lists the various types of mentees for mentoring programs in your school district. | **Element** | **Description** | |-------------|------------------------------------------------------------------------------------------------------------------------| | Label | Identifies the category or type of mentee. Ensure the label is distinct yet descriptive. There is 140 character limit. | | Status | You can choose to enable or disable the mentee type. | | Actions | Allows you to edit or delete the label. | ### Add mentee type To add a mentee type: 1. Select **Add**. 2. Enter **Label**. 3. To turn off a label, select **Inactive** . Labels are marked **Active**, by default. 4. Select **Save**. ## Configure content areas Content areas list the areas of mentoring. | **Element** | **Description** | |-------------|------------------------------------------------------------------------------------------------------------------------| | Label | Identifies the category or type of mentee. Ensure the label is distinct yet descriptive. There is 100 character limit. | | Status | You can choose to enable or disable the content area type. | | Actions | Allows you to edit or delete the label. | ### Add content area To add a content area: 1. Select **Add**. 2. Enter **Label**. 3. To turn off a label, select **Inactive** . Labels are marked **Active**, by default. 4. Select **Save**. ## Related topics * [Mentees](https://ut.powerschool-docs.com/mentoring-admin/latest/mentees.md) * [Mentors](https://ut.powerschool-docs.com/mentoring-admin/latest/mentors.md) --- version: "latest" language: "en" --- # Mentee dashboard The dashboard will have mentee details such as current position and place of work, area of mentoring, content area, and the mentor's name. To navigate, select **Participant List** and then click on a mentee within the **Mentees** tab. Select the **School year** to view mentoring information for that school year. The Mentee dashboard has the following tabs: * Check in logs: You can view transcripts from current and past mentoring sessions. * Support areas: List areas of intervention and additional support the mentee will require. If the mentee has several mentors, you can access the check-in logs by selecting the mentor from the dropdown menu. ## Manage check-ins Refer to [Manage Check in](https://ut.powerschool-docs.com/mentoring-admin/latest/mentee-dashboard/ManageCheckIns), if you are a mentor and want to begin a mentoring session. ## Manage check-in logs Transcripts are listed by their check-in dates, goals, support areas, mentoring activities, hours coached, last activity, and session-related resources. When a transcript is generated, it will be labeled Draft. To analyze a transcript using PowerBuddy, click the respective check in log, and click **Analyze meeting**. ## Manage Support Areas The Support Areassection summarizes coaching hours across different mentoring categories and allows mentees to review support areas where they received coaching. Mentees can track their coaching sessions under the Support Areas tab, which includes: * **Support Area Name** -- Categories of coaching received (e.g., Planning and Preparation, Learning Environments). * **Status** -- Whether the support area is Active or Inactive. * **Hours Coached** -- The total time spent on mentoring in that category. --- version: "latest" language: "en" --- # Mentees ## Overview The Mentees tab lists all mentees' names, email addresses, primary locations, roles, mentee types, content areas, and mentors' names. To send emails to a mentee, select their email address. Select the school year from the dropdown to view mentees for that year. To download details of all the mentees for that school year, select the **Mentee list**. To search for a mentee, type the mentee's name in the search bar and press enter. To view mentees that are no longer part of the mentorship program, toggle **View deactivated mentees** on. ## Edit attributes To edit mentee attributes: 1. Locate the mentee whose attributes you want to edit. 2. Select the **Actions** ellipsis icon. To edit the attributes for multiple mentees, select the mentees and then select the global ellipsis icon. 3. Select **Edit attributes**. 4. Select the **Mentee type**. 5. Select the **Content area**. 6. Select **Save**. ## Remove mentees You can only remove mentees who have not been assigned a mentor. To remove a mentee: 1. Locate the mentee you want to remove. 2. Select the **Action** ellipsis icon. 3. Select **Remove**. 4. Select **Remove**. ## Assign mentors You can assign one or multiple mentors to an individual mentee. To assign a mentor: 1. Within the Participant list, select **Mentors**. 2. Select the mentor you want to assign to a mentee. 3. Select the **Actions** ellipsis icon. 4. Select **Assign mentees**. 5. On the Assign mentor page, select the **School year**. 6. Select the mentee. Alternatively, enter the mentee's name in the **All mentees** search field to find a specific mentee user. 7. Select **Assign**. The mentee's name will be added to the Mentees column associated with their mentor. --- version: "latest" language: "en" --- # Mentor dashboard The dashboard will have the mentor's details, like place of work. To navigate to the Mentor dashboard, select Participant list and then select a mentor within the Mentors tab. Select the School year to view mentoring information for that school year. To email a mentor, select the email icon. The Mentee list lists all the mentees assigned to the mentor. To search for a mentee within the Mentee list, type the mentee's name in the search bar and press Enter. To view more information on a mentee, select the mentee's name. You will be redirected to the Mentee dashboard. ## Assign mentees To assign mentees: 1. Select the mentor you want to assign to a mentee. 2. Select the **Actions** ellipsis icon. 3. Select **Assign mentees**. 4. On the Assign mentor page, select the **School year**. 5. Select the mentee. Alternatively, enter the mentee's name in the **All mentees** search field to find a specific mentee user. 6. Select **Assign**. The mentee's name will be added to the Mentees column associated with their mentor. --- version: "latest" language: "en" --- # Mentors ## Overview The Mentors tab lists all mentors' names, email addresses, primary locations, roles, and mentees. To send an email to a mentor, select their email address. Select the school year from the dropdown to view mentors for that year. To download details of all the mentors for that school year, select **Mentor list**. To search for a mentor, type the mentor's name in the search bar and press enter. To view mentors that are no longer part of the mentorship program, toggle **View deactivated mentors** on. ## Remove mentors To remove a mentor: 1. Locate the mentor you want to remove. 2. Select the **Action** ellipsis icon. 3. Select **Delete mentor**. 4. Select **Remove**. ## Assign mentees To assign a mentee: 1. Locate the mentor you want to assign a mentor to. 2. Select the **Action** ellipsis icon. 3. Select **Assign mentees**. 4. Select the **School year**. 5. Select mentees from the list. Alternatively, you can also search for a mentee in the **All mentees** search field. 6. Select **Assign**. The mentees will appear in the Mentee field. ## Related topics * [Mentee attributes](https://ut.powerschool-docs.com/mentoring-admin/latest/mentee-attributes.md) * [Mentees](https://ut.powerschool-docs.com/mentoring-admin/latest/mentees.md) * [Mentor dashboard](https://ut.powerschool-docs.com/mentoring-admin/latest/mentor-dashboard.md) --- version: "latest" language: "en" --- # Participant list The Participant list contains the list of Mentees and Mentors for the selected school year. ## Add mentees To add a mentee: 1. Select **Add user** and then select **Add mentee**. 2. Select **School year**. 3. Select **Mentor**. 4. Enter the mentee's name in the **Search all district staff**search box. This allows you to search for users within a district. 5. Select the mentee from the list. 6. Select **Add mentee**. The Mentee list will display the names of the new users. ## Add mentors To add a mentor: 1. Select **Add user** and then select **Add mentor**. 2. Select **School year**. 3. In the **Search all district staff** search field, enter the mentee's name in the **Search all district staff** field. 4. Select user. 5. Select **Add mentor**. The Mentor list will display the names of the new users. To add a mentee, refer to Add mentee. ## Upload user list To upload a list of mentee users: 1. Select **Add user** and then select **Upload user list**. 2. Select **School year**. 3. Drag a CSV file or click Browse to upload a user list file. 4. Select **Upload File**. 5. Select the mentees you want to add. 6. Click **Save**. The Mentee list will display the names of the new users. To access the Mentee dashboard, click Mentees and select the mentee's name. Refer to the section titled [Mentee Dashboard](https://ut.powerschool-docs.com/mentoring-admin/latest/mentee-dashboard) for more information. To access the Mentor dashboard, click Mentors and select the mentor's name. Refer to the section titled [Mentor Dashboard](https://ut.powerschool-docs.com/mentoring-admin/latest/mentor-dashboard) for more information. In This Section [Mentors](https://ut.powerschool-docs.com/mentoring-admin/latest/mentors.md) [Mentees](https://ut.powerschool-docs.com/mentoring-admin/latest/mentees.md) ## Related topics * [Mentees](https://ut.powerschool-docs.com/mentoring-admin/latest/mentees.md) * [Mentor dashboard](https://ut.powerschool-docs.com/mentoring-admin/latest/mentor-dashboard.md) * [Mentors](https://ut.powerschool-docs.com/mentoring-admin/latest/mentors.md) --- version: "latest" language: "en" --- # Participant management District administrators can customize dashboard reporting categories, school-year dropdown, and user access. In This Section [Participant list](https://ut.powerschool-docs.com/mentoring-admin/latest/participant-list.md) --- version: "latest" language: "en" --- # Permissions ## Overview Administrators can configure permissions of initiating check-in, check-in log editing, goal creation, goal status modification. ## Configure permissions Administrators can view and edit check-in permissions, mentee access to check-in logs, and mark goals when complete. ### Check-in permissions To edit check-in permissions, select from the following options: * **Only mentor can start the check-in** * **Only mentee can start the check-in** * **Both mentor and mentee can start the check-in** ### Check-in logs To edit mentee access to view check-in logs, select from the following options for the **Mentee can view check-in logs**: * **None**: The mentee will not have access to view any check-in logs. * **Read only**: The mentee can view check-in logs, including notes and action items, but cannot make any changes. * **Read Write**: The mentee has full access to their check-in logs. They can: * Edit the check-in time and session notes * Add or update action items * Mark action items as complete Use this setting to give mentees more control and accountability in tracking their progress or limit access when you want to keep check-ins mentor-driven. ## Related topics * [Admin management](https://ut.powerschool-docs.com/mentoring-admin/latest/admin-management.md) * [Mentee dashboard](https://ut.powerschool-docs.com/mentoring-admin/latest/mentee-dashboard.md) * [Mentor dashboard](https://ut.powerschool-docs.com/mentoring-admin/latest/mentor-dashboard.md) --- version: "latest" language: "en" --- # Raw Data Download Feature for Mentoring and Coaching Application ## Reporting Raw Data Download **What this feature does:** Reporting Raw Data Download lets users export raw reporting data from the Mentoring and Coaching application. This gives schools and program teams access to the underlying records behind dashboard summaries so they can complete reporting, analysis, reconciliation, and downstream processing in other tools. The Mentoring and Coaching dashboard provides aggregated insights and visualizations, but many users also need access to the underlying data. Raw data download closes that gap by allowing users to export records for the school year and work with them outside the application. This capability is intended to support common day-to-day needs such as operational reporting, stipend documentation, filtered list exports, and further analysis in spreadsheet or reporting tools. **Primary user value:** Users can move from viewing summarized data to downloading actionable raw data that reflects the records they need for real work. ### Who this is for This feature is designed for multiple user roles in the application. * **Administrators** who need complete or filtered participant data for a school year * **Mentors** who need records related to their mentees, coaching hours, or check-ins * **Mentees** who need a downloadable record of check-ins for reporting or stipend submission ### Why it matters Raw data download is a foundational product capability. While dashboards are useful for quick interpretation, exported data gives users greater flexibility. * It supports formal reporting needs * It allows users to retain a working copy of relevant records * It makes it easier to combine application data with other local or district data sources * It enables deeper analysis outside the platform * It reduces manual re-entry and screenshot-based reporting > In short, dashboards answer "What is happening?" while raw downloads help users answer "What do I need to do with this information next?" ### What users can do Depending on their role and permissions, users can download raw data relevant to their work. The exact data available may vary by persona, but the intended experience includes the following capabilities: * Download participant data for a selected school year * Download data based on active filters * Export records for mentors or mentees * Download check-in activity for reporting purposes * Export relationship or coaching-hour data for further analysis ### Common user scenarios #### Administrators * Download all mentors for the selected school year * Download all mentees for the selected school year * Apply filters such as location or mentee type, then download only the filtered results * Use exported data for district reporting, audits, and local analysis #### Mentors and mentees * Download a list of check-ins for the school year * Use the export to support stipend submission or participation verification #### Mentors * Download a list of assigned mentees for the school year * Review coaching hours associated with each mentee ### Expected behavior The feature is expected to behave in a way that is familiar, predictable, and useful for end users. * If a user applies filters before downloading, the export should reflect those filtered results * Users should only be able to download data appropriate to their role and access level * Downloaded data should represent raw records rather than only summarized dashboard values * The experience should work across the supported personas of admin, mentor, and mentee **Best practice:** Apply filters before exporting when you only need a specific subset of records. This helps reduce cleanup work after download and makes the exported file more immediately usable. ### At a glance | Area | What users need | How this feature helps | |------------------------------------|---------------------------------------------------------|-------------------------------------------------------------| | Dashboard reporting | Access to underlying records behind summarized visuals | Provides downloadable raw data | | Operational workflows | Lists that can be sorted, reviewed, and shared | Exports data into a format users can work with offline | | Filtered analysis | Results for a specific group, school year, or condition | Supports download of filtered results | | Stipend or participation reporting | Record of completed check-ins | Allows mentors and mentees to export relevant check-in data | | Program oversight | Participant and coaching relationship detail | Enables admins and mentors to export relevant raw records | ### Benefits for users * **More flexibility:** Users can analyze data in spreadsheets or import it into other systems * **Better reporting:** Teams can produce reports that require row-level detail * **Less manual effort:** Downloaded records reduce the need to recreate information by hand * **Improved transparency:** Users can verify the detailed records behind visual summaries * **Stronger workflow support:** The feature better aligns the application with common education program operations ### Scope of this capability This enhancement focuses on adding downloadable raw data functionality to the application. The core goal is to make export possible for key user roles and to ensure downloads can reflect the filtered view users have selected. This is not primarily a new analytics experience. Instead, it is a practical export capability that complements existing dashboards and reporting views. ### What success looks like This feature is successful when users can reliably export the data they need without extra manual work. * Admins, mentors, and mentees can access appropriate download options * Downloads reflect the filtered results the user selected in the application * Users can complete common reporting tasks using the exported data * The feature increases adoption of data export workflows in the platform **Product intent:** A key measure of success for this feature is increased use of data download in the platform, indicating that users are finding the exported data valuable for real reporting and operational workflows. ### Frequently asked questions Will the download include filtered results? Yes. The intended behavior is that users can apply filters and download the results that match those filters. Who can use raw data download? The feature is intended to support multiple personas in the application, including administrators, mentors, and mentees, with access based on role and relevant permissions. Why is raw download needed if dashboards already exist? Dashboards are useful for viewing trends and summary information, but many users also need row-level data for reporting, reconciliation, stipend submission, sharing, and analysis in other tools. What kinds of data might users export? Examples include mentor lists, mentee lists, filtered participant results, school-year check-ins, and mentor-to-mentee relationship data that includes coaching hours. --- version: "latest" language: "en" --- # Release Notes * [2026](https://ut.powerschool-docs.com/mentoring-admin/latest/2026.md) --- version: "latest" language: "en" --- # Reporting categories ## Overview District Administrators establish support areas and mentoring activities to align mentors' and mentees' goals. The AI engine analyzes, measures, and displays the time mentors spend on each support area in Mentoring summaries within the Mentor dashboard. Teachers in the mentoring program ensure their goals align with the district's professional development strategy. ## Configure Support Areas Administrators can define a mentee's support area for the mentoring program. The district's support areas serve as a mentorship framework for mentors and mentees. The built-in AI model analyzes check-in transcripts to identify and log time spent discussing each support area. AI will not analyze or categorize discussions related to a specific support area when marked Inactive. By default, support areas are marked Active. Active support areas will be listed in the **Support areas** tab within the **Mentee** dashboard. Refer to [Support areas](https://ut.powerschool-docs.com/mentoring-admin/latest/mentee-dashboard/ManageSupportareas) in the section titled **Participant List** for more information. | **Element** | **Description** | |-------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | Label | Indicates a specific support area the mentor must focus on. | | Status | Indicates whether a specific support area is active or inactive. * "Active" indicates an active support area being used in the platform. If enabled by your district, AI will analyze and categorize the conversation based on the support area. Districts control which activities appear as active or inactive, depending on their needs. * "Inactive" means the mentor is not working with the mentee on that activity. Conversations in this support area will not be analyzed or categorized by AI. Districts determine which activities are marked as active or inactive based on local implementation preferences. | | Actions | Allows you to edit or delete the label. | ### Add Support Area To add a custom support area. 1. Select **Add**. 2. Enter **Label**. 3. To turn off a label, select **Inactive** . Labels are marked **Active** by default. 4. Select **Save**. ## Related topics * [Mentee dashboard](https://ut.powerschool-docs.com/mentoring-admin/latest/mentee-dashboard.md) * [Mentor dashboard](https://ut.powerschool-docs.com/mentoring-admin/latest/mentor-dashboard.md) * [School years](https://ut.powerschool-docs.com/mentoring-admin/latest/school-years.md) --- version: "latest" language: "en" --- # School years ## Overview Mentors and mentees will be organized by school year. School year information will be displayed on the data dashboard, mentee profile section, and mentor profile section. ## Configure school years Configuring school years helps mentors track the progress of goals, align mentees, and report for that specific school year. Administrators can add a future school year to allow mentors to plan future mentoring sessions. | **Elements** | **Description** | |-----------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | School year | Lists the school year. | | Start date | Indicates the start date of the school year for the mentoring program. The end date is automatically set to one year from the selected start date, as defined by the admin. | | End date | Indicates the date and the month the school year ends. | | Include in list | When Include in List is selected, the School Year will appear in the School Year selector within the Participant List and on the Dashboard. | | Current year | The system automatically flags a school year as "Current" if today's date falls within its start and end date range. Users do not need to manually enter an end date. | | Actions | Allows administrators to edit the Select Month and Start Day for the specific school year. | ### Add school year To add a school year: 1. Select **Add**. 2. Select **Start Month**. 3. Select **Start Year**. 4. To view the school year in the list, select **Include in List**. 5. Select **Save**. ## Related topics * [Dashboard](https://ut.powerschool-docs.com/mentoring-admin/latest/dashboard.md) * [Reporting categories](https://ut.powerschool-docs.com/mentoring-admin/latest/reporting-categories.md) --- version: "latest" language: "en" --- # Syncing Mentoring Hours to Professional Learning Transcripts: Configuration and User Experience ## Overview Mentoring hours recorded in Coaching and Mentoring can automatically sync to a user's Professional Learning (PL) transcript. Synced hours appear as **transfer credit requests** in PL and can either bypass approval or follow your existing approval workflow. * Ideal for districts using Coaching and Mentoring to track mentor/mentee time and want those hours reflected in PL transcripts. * Flexible sync frequency: daily, weekly, or monthly aggregation. * Works with your existing Transfer Credit Manager (TCM) workflows. This guide walks through setup in both Professional Learning (PL) and Coaching and Mentoring, plus what end users will see and answers to common questions. ## Before you begin * Confirm you have admin access in both Professional Learning and Coaching and Mentoring. * Decide whether synced hours should **bypass approval** or **follow** your existing TCM approval workflow. * Decide on a **sync frequency** (daily, weekly, or monthly). Aggregating weekly or monthly typically reduces the number of transcript entries. ## Configure in Professional Learning (PL) ### Step 1 --- Enable Coaching and Mentoring and Credit Requests 1. Navigate to **Administration → Configuration Management → General System Configuration**. 2. **Enable Coaching and Mentoring UI** 3. **Enable Credit Request Processing** These settings allow PL to receive mentoring hours and process them as transfer credit requests. ### Step 2 --- Configure Coaching and Mentoring Credit Integration 1. Go to **Professional Learning → Configuration → Transfer Credit Manager → Coaching and Mentoring Credit Integration**. 2. Set the following options: #### Assign credit to this workflow Select the Transfer Credit Manager (TCM) workflow to record mentoring hours on user transcripts. Choose one of the two processing options: * **Bypass approval** --- Records mentoring hours without routing for approval, regardless of the workflow's normal approval steps. * **Follow existing approval process** --- Routes mentoring hours through the approval steps defined in the selected workflow. #### Sync frequency * **Daily** --- Each sync creates separate transfer credit entries. Frequent activity can result in many entries under *My Professional Learning → My Transcript → Completed Sections*. * **Weekly** or **Monthly** --- Mentoring hours are aggregated for the period, resulting in fewer transcript records. Recommendation: Use weekly or monthly aggregation to minimize transcript clutter while preserving accurate totals. ## Configure in Coaching and Mentoring (CAM) In Coaching and Mentoring, ensure that syncing of mentoring hours is enabled and aligned with your organization's process. * Confirm with your implementation team or administrator that **mentoring hour sync** to PL is enabled. * Verify that the Admin Configuration in Coaching and Mentoring is set to share recorded hours with PL. * Communicate expected sync frequency and workflow behavior to mentors and mentees. ## What users will see * Synced mentoring hours appear as **transfer credit requests** on the PL transcript. * Location: *My Professional Learning → My Transcript → Completed Sections*. * If your selected workflow includes approvals, users and approvers will see the requests follow the standard approval steps before completion. * With daily sync, users may see multiple entries over time; with weekly/monthly, entries are aggregated. ## Troubleshooting and FAQ ### Why don't mentoring hours appear on the transcript? * Confirm both **Enable Coaching and Mentoring UI** and **Enable Credit Request Processing** are turned on in PL. * Verify the **Coaching and Mentoring Credit Integration** page has a selected TCM workflow and a defined sync frequency. * Allow time for the next scheduled sync (e.g., if set to weekly, hours appear after the weekly run). ### How do approvals work for synced hours? * If you select **Bypass approval**, mentoring hours are posted to transcripts without approvals. * If you select **Follow existing approval process**, requests route through the approvals defined in the chosen TCM workflow. ### How do we reduce the number of transcript entries? * Choose **Weekly** or **Monthly** sync frequency to aggregate entries. ### Can we change the workflow later? * Yes. You can update the selected TCM workflow anytime. Future syncs will follow the new configuration. ### How do we confirm the sync is working? * Check recent activity in Coaching and Mentoring and compare against *My Professional Learning → My Transcript → Completed Sections* after the next scheduled sync. * Administrators can review TCM entries and approval history in PL to verify routing and completion. *** ** * ** *** *Need help? Contact your PowerSchool representative or your internal PL/CAM admin team for assistance with configuration or workflow design.* --- version: "latest" language: "en" --- # User Role Management Role Management is a feature module to meet the usage needs of dynamic roles in the school district. Role Management lets your district create flexible, data‑driven roles for Coaching and Mentoring. With roles, you can: * Define any role you need (for example, "District Mentoring Coordinator," "School Lead Mentor," or "Principal"). * Assign those roles to users automatically based on demographic tags. * Control which staff members' data each role can access. * Fine‑tune what each role can see and do in Coaching and Mentoring. ## **Primary location requirement** After Role Management is enabled, every Coaching and Mentoring user must have a **valid primary location**. The user's primary location drives access. **Example:**If a school Lead Mentor does not have a primary location set to that school, they will not see data for users at that school. ## **Systematic Role Assignment** Systematic role assignment uses demographic tags to maintain roles as staff move or change automatically. This is the recommended long‑term approach. ### **Set up roles** 1. From Coaching and Mentoring, select **Home**. 2. Go to **User Role Management**. 3. Select **Add role**. 4. Enter a **Role name** and **Role description**. 5. Configure the role's **Access Scope** and **Permissions**. 6. Select**Save** to add the role. ### **Assign roles using demographic tags** Use demographic tags (district, school, or job type) to assign the role: * Role assignment runs immediately after a role has been created and synchronizes **nightly** with Professional Learning user accounts. * If a user's demographics, location, or name change in Professional Learning, their role assignments will update automatically the next day. * This approach keeps roles in sync with HR data, so you do not need to manually add or remove users as staff change. If your district demographics are not yet configured or complete, you can: * Use **manual assignment** initially. Manual role assignments are static and will not update automatically unless edits are made to the role. * Work toward cleaning up demographics so you can fully rely on systematic assignment. ### **Configure access scope** The **Access Scope** defines the location level at which a role can see data. The options depend on how your site is configured. **State setup:**Access scope options may include: * State * Region * County * District * School **District setup**: Access scope options may include: * District * School How it works: * The system uses the **primary location** of each user assigned to the role. * If you assign **User A** (primary site = School A) to a role with an access scope of **District**: * The system identifies which district School A belongs to. * User A can then access data for the **entire district**. ### **Configure permissions** Permissions control what each role can access within Coaching and Mentoring. All permissions respect the role's **access scope**. **Application areas** Coaching and Mentoring includes these main feature modules: * **Participant List** * **Admin Configuration** * **Dashboard** * **Mentees** * **My Profile** Notes: * **Mentees'** loads for all mentors. * **My Profile** loads for all mentees. The following permissions control whether certain modules load for a role user: | **Permission** | **Details** | |-----------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | **View participant list** | Allows access to the Participant List for users within the role's access scope (e.g., school, district). | | **Manage mentorship and upload data in bulk** | Controls whether the role user can: * Edit mentorships * Manage users * Upload/add users on the **Participant List** screen. | | **View admin configuration** | Allows the role user to open Admin Configuration (view‑only; see note below). | | **View dashboard** | Allows access to the Dashboard. | | **Download data from the dashboard** | Controls whether the role user can **download dashboard data as CSV** files. | | **View deactivated account** | Controls whether the role user can: * See the **"view deactivated account"** toggle on the Participant List * **View deactivated account**: This permission is separated due to privacy considerations. | | **View check‑in details** | Controls whether the role user can open **check‑in links** to view detailed check‑in conversation analysis. | For all role users, Admin Configuration is view‑only. They cannot make configuration changes, even if they can access this area. **Manual Role Assignment** Manual role assignment lets you assign roles to specific users directly, regardless of demographic tags. This is useful when: * You need to grant a role at a **different location** than the user's systematic assignment. * You need to assign a role to a **small number of users ad hoc**. ### **Start a manual assignment** 1. Open **User Role Management**. 2. Select the **role** you want to assign manually. 3. Choose the **location** you want to assign the user(s) to for this role. The role's **Access Scope** is defined in the role itself and **cannot** be changed in manual assignment. ### **Search for users** * Use the **search field** to search against Professional Learning (PL) users. * Select one or more users to assign. ### **Assign the role manually** * Assign the selected user(s) to the chosen **location** for this role. * Common scenarios: * Giving a user the **same role** at a **different location** in addition to their systematic assignment. * Assigning a role to a **small group** where demographics do not yet support automation. ### **Behavior of manually assigned roles** * Manually assigned role users can be **removed** from the role at any time. * Manual assignments are **not affected** by demographic or location changes in the user's account. * The access scope and permissions remain as defined for that role. * The assignment remains in place until the user is manually removed from the role. * Once removed, the user's access as a role user is revoked (unless they have another role ). ## **Edit and Delete Roles** ### **Edit a role** Editing a role lets you adjust its details and permissions. 1. In **User Role Management**, select the role. 2. Select **Edit role**. On the role definition page, you can update: * **Role name** * **Role description** * **Role assignment configuration** (e.g., which demographic tags it uses) * **Permissions** **When do edits take effect?** * Permission changes take effect **at the next login** for role users. * To see changes immediately, have users **log out and log back in**. **Access Scope is not editable** once the role is created. If you need a different access scope (for example, changing a school‑level role to district‑level), create a **new role** with the desired access scope and migrate users as needed. ### **Delete a role** 1. In **User Role Management**, select the role. 2. Select **Delete role**. 3. Confirm deletion. When you delete a role: * All **role users** assigned to that role **lose the associated access**. * If a user has **no other persona** in Coaching and Mentoring (for example, they are not set up as a mentor or mentee): * The **Coaching and Mentoring tab** will no longer appear for that user after the role is deleted. Use this carefully and consider: * Whether users need another role created first. * Whether you need to preserve access via another persona (mentor/mentee). --- version: "latest" language: "en" --- # What's new Stay informed about the latest developments in PowerSchool Coaching and Mentoring. Here, you'll discover the newest product updates, feature enhancements, bug fixes, and usability improvements---all aimed at making your experience smoother and more intuitive. Check back often to see what's new! ## Latest updates Explore the latest updates, including new features, enhancements, bug fixes, and usability improvements. There are no updates currently. ## Archive Looking for previous release notes? Check out older updates here. There are no archives currently. --- version: "latest" language: "en" --- # Professional Learning Help ## Join our Customer Community Town Halls Find out what's new, what's coming next, and practical best practices for your PowerSchool products. [Register for a Town Hall](https://www.powerschool.com/CustomerTownHalls/). ## Featured Look at these pages for key updates and resources. * [Release v26.2.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v26-2-0-0.md) * [Release v26.3.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v26-3-0-0.md) * [Release v26.4.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v26-4-0-0.md) * [Release v26.5.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v26-5-0-0.md) * [Release v26.6.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v26-6-0-0.md) * [Release v26.7.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v26-7-0-0.md) * [Release v26.9.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v26-9-0-0.md) ## New * [Announcement](https://ut.powerschool-docs.com/professional-learning/latest/announcement.md) * [Approval Notifications](https://ut.powerschool-docs.com/professional-learning/latest/approval-notifications.md) * [Approval Request Administration](https://ut.powerschool-docs.com/professional-learning/latest/approval-request-administration.md) * [Approve a Course](https://ut.powerschool-docs.com/professional-learning/latest/approve-a-course.md) * [Approve PD Playlist Credits](https://ut.powerschool-docs.com/professional-learning/latest/approve-pd-playlist-credits.md) * [Build a Course and Section](https://ut.powerschool-docs.com/professional-learning/latest/build-a-course-and-section.md) * [Calendar](https://ut.powerschool-docs.com/professional-learning/latest/calendar.md) * [Calendar Linking](https://ut.powerschool-docs.com/professional-learning/latest/calendar-linking.md) * [Configure Transfer Credit Request Notifications](https://ut.powerschool-docs.com/professional-learning/latest/configure-transfer-credit-request-notifications.md) * [Content Channel](https://ut.powerschool-docs.com/professional-learning/latest/content-channel.md) ## Additional help and support Visit [Customer Central](https://customercentral.powerschool.com/) to access the product knowledge base, open a support case, or connect with peers and PowerSchool experts. --- version: "latest" language: "en" --- # 2019 * [Release 19.12.0.0 - December, 2019](https://ut.powerschool-docs.com/professional-learning/latest/release-19-12-0-0-december-2019.md) * [Release 19.10.0.0 - October, 2019](https://ut.powerschool-docs.com/professional-learning/latest/release-19-10-0-0-october-2019.md) * [Release 19.8.0.0 - August, 2019](https://ut.powerschool-docs.com/professional-learning/latest/release-19-8-0-0-august-2019.md) --- version: "latest" language: "en" --- # 2020 * [Release 20.11.3.0](https://ut.powerschool-docs.com/professional-learning/latest/release-20-11-3-0.md) * [Release 20.11.2.0](https://ut.powerschool-docs.com/professional-learning/latest/release-20-11-2-0.md) * [Release 20.11.1.0](https://ut.powerschool-docs.com/professional-learning/latest/release-20-11-1-0.md) * [Release 20.11.0.0 - November 2020](https://ut.powerschool-docs.com/professional-learning/latest/release-20-11-0-0-november-2020.md) * [Release 20.9.3.0](https://ut.powerschool-docs.com/professional-learning/latest/release-20-9-3-0.md) * [Release 20.9.2.0](https://ut.powerschool-docs.com/professional-learning/latest/release-20-9-2-0.md) * [Release 20.9.1.0](https://ut.powerschool-docs.com/professional-learning/latest/release-20-9-1-0.md) * [Release 20.9.0.0 - September 2020](https://ut.powerschool-docs.com/professional-learning/latest/release-20-9-0-0-september-2020.md) * [Release 20.7.1.0](https://ut.powerschool-docs.com/professional-learning/latest/release-20-7-1-0.md) * [Release 20.7.0.0 - July 2020](https://ut.powerschool-docs.com/professional-learning/latest/release-20-7-0-0-july-2020.md) * [Release 20.4.1.0](https://ut.powerschool-docs.com/professional-learning/latest/release-20-4-1-0.md) * [Release 20.4.0.0 - April 2020](https://ut.powerschool-docs.com/professional-learning/latest/release-20-4-0-0-april-2020.md) --- version: "latest" language: "en" --- # 2021 * [Release 21.12.3.0](https://ut.powerschool-docs.com/professional-learning/latest/release-21-12-3-0.md) * [Release 21.12.2.1](https://ut.powerschool-docs.com/professional-learning/latest/release-21-12-2-1.md) * [Release 21.12.2.0](https://ut.powerschool-docs.com/professional-learning/latest/release-21-12-2-0.md) * [Release 21.12.1.0](https://ut.powerschool-docs.com/professional-learning/latest/release-21-12-1-0.md) * [Release 21.12.0.1](https://ut.powerschool-docs.com/professional-learning/latest/release-21-12-0-1.md) * [Release 21.12.0.0 - December 2021](https://ut.powerschool-docs.com/professional-learning/latest/release-21-12-0-0-december-2021.md) * [Release 21.10.2.0](https://ut.powerschool-docs.com/professional-learning/latest/release-21-10-2-0.md) * [Release 21.10.1.0](https://ut.powerschool-docs.com/professional-learning/latest/release-21-10-1-0.md) * [Release 21.10.0.0 - October 2021](https://ut.powerschool-docs.com/professional-learning/latest/release-21-10-0-0-october-2021.md) * [Release 21.9.2.1](https://ut.powerschool-docs.com/professional-learning/latest/release-21-9-2-1.md) * [Release 21.9.2.0](https://ut.powerschool-docs.com/professional-learning/latest/release-21-9-2-0.md) * [Release 21.9.1.1](https://ut.powerschool-docs.com/professional-learning/latest/release-21-9-1-1.md) * [Release 21.9.1.0](https://ut.powerschool-docs.com/professional-learning/latest/release-21-9-1-0.md) * [Release 21.9.0.0 - September 2021](https://ut.powerschool-docs.com/professional-learning/latest/release-21-9-0-0-september-2021.md) * [Release 21.7.0.0 - July 2021](https://ut.powerschool-docs.com/professional-learning/latest/release-21-7-0-0-july-2021.md) * [Release 21.6.2.0](https://ut.powerschool-docs.com/professional-learning/latest/release-21-6-2-0.md) * [Release 21.6.1.0](https://ut.powerschool-docs.com/professional-learning/latest/release-21-6-1-0.md) * [Release 21.6.0.0 - June 2021](https://ut.powerschool-docs.com/professional-learning/latest/release-21-6-0-0-june-2021.md) * [Release 21.4.2.0](https://ut.powerschool-docs.com/professional-learning/latest/release-21-4-2-0.md) * [Release 21.4.1.1](https://ut.powerschool-docs.com/professional-learning/latest/release-21-4-1-1.md) * [Release 21.4.1.0](https://ut.powerschool-docs.com/professional-learning/latest/release-21-4-1-0.md) * [Release 21.4.0.0 - April 2021](https://ut.powerschool-docs.com/professional-learning/latest/release-21-4-0-0-april-2021.md) * [Release 21.3.2.0](https://ut.powerschool-docs.com/professional-learning/latest/release-21-3-2-0.md) * [Release 21.3.1.0](https://ut.powerschool-docs.com/professional-learning/latest/release-21-3-1-0.md) * [Release 21.3.0.0 - March 2021](https://ut.powerschool-docs.com/professional-learning/latest/release-21-3-0-0-march-2021.md) * [Release 21.1.2.0](https://ut.powerschool-docs.com/professional-learning/latest/release-21-1-2-0.md) * [Release 21.1.0.0 - January 2021](https://ut.powerschool-docs.com/professional-learning/latest/release-21-1-0-0-january-2021.md) --- version: "latest" language: "en" --- # 2022 * [Release 22.4.2.0](https://ut.powerschool-docs.com/professional-learning/latest/release-22-4-2-0.md) * [Release 22.4.1.0](https://ut.powerschool-docs.com/professional-learning/latest/release-22-4-1-0.md) * [Release 22.4.0.0 - April 2022](https://ut.powerschool-docs.com/professional-learning/latest/release-22-4-0-0-april-2022.md) * [Release 22.2.2.0](https://ut.powerschool-docs.com/professional-learning/latest/release-22-2-2-0.md) * [Release 22.2.1.0](https://ut.powerschool-docs.com/professional-learning/latest/release-22-2-1-0.md) * [Release 22.2.0.0 - February 2022](https://ut.powerschool-docs.com/professional-learning/latest/release-22-2-0-0-february-2022.md) * [Release 22.12.0.2](https://ut.powerschool-docs.com/professional-learning/latest/release-22-12-0-2.md) * [Release 22.10.1.0 - November 2022](https://ut.powerschool-docs.com/professional-learning/latest/release-22-10-1-0-november-2022.md) * [Release 22.10.0.0 - October 2022](https://ut.powerschool-docs.com/professional-learning/latest/release-22-10-0-0-october-2022.md) * [Release 22.5.1.0](https://ut.powerschool-docs.com/professional-learning/latest/release-22-5-1-0.md) * [Release 22.6.1.2](https://ut.powerschool-docs.com/professional-learning/latest/release-22-6-1-2.md) * [Release 22.5.0.0 - May 2022](https://ut.powerschool-docs.com/professional-learning/latest/release-22-5-0-0-may-2022.md) * [Release 22.5.2.0](https://ut.powerschool-docs.com/professional-learning/latest/release-22-5-2-0.md) * [Release 22.12.0.0 - December 2022](https://ut.powerschool-docs.com/professional-learning/latest/release-22-12-0-0-december-2022.md) * [Release 22.9.1.0 - September 2022](https://ut.powerschool-docs.com/professional-learning/latest/release-22-9-1-0-september-2022.md) * [Release 22.9.2.0 - October 2022](https://ut.powerschool-docs.com/professional-learning/latest/release-22-9-2-0-october-2022.md) * [Release 22.6.0.0 - June 2022](https://ut.powerschool-docs.com/professional-learning/latest/release-22-6-0-0-june-2022.md) * [Release 22.8.2.0 - August 2022](https://ut.powerschool-docs.com/professional-learning/latest/release-22-8-2-0-august-2022.md) * [Release 22.10.2.0](https://ut.powerschool-docs.com/professional-learning/latest/release-22-10-2-0.md) * [Release 22.9.0.0 - September 2022](https://ut.powerschool-docs.com/professional-learning/latest/release-22-9-0-0-september-2022.md) * [Release 22.6.2.0](https://ut.powerschool-docs.com/professional-learning/latest/release-22-6-2-0.md) * [Release 22.6.1.0](https://ut.powerschool-docs.com/professional-learning/latest/release-22-6-1-0.md) * [Release 22.6.1.1](https://ut.powerschool-docs.com/professional-learning/latest/release-22-6-1-1.md) --- version: "latest" language: "en" --- # 2023 In This Section * [Release v23.12.1.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v23-12-1-0.md) * [Release v23.12.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v23-12-0-0.md) * [Release v23.11.1.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v23-11-1-0.md) * [Release v23.11.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v23-11-0-0.md) * [Release v23.10.2.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v23-10-2-0.md) * [Release v23.10.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v23-10-0-0.md) * [Release v23.9.1.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v23-9-1-0.md) * [Release v23.9.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v23-9-0-0.md) * [Release v23.7.2.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v23-7-2-0.md) * [Release v23.2.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v23-2-0-0.md) * [Release v23.7.1.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v23-7-1-0.md) * [Release v23.2.1.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v23-2-1-0.md) * [Release v23.1.1.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v23-1-1-0.md) * [Release v23.3.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v23-3-0-0.md) * [Release v23.1.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v23-1-0-0.md) * [Release v23.7.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v23-7-0-0.md) * [Release v23.6.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v23-6-0-0.md) * [Release v23.5.1.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v23-5-1-0.md) * [Release v23.5.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v23-5-0-0.md) * [Release v23.4.1.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v23-4-1-0.md) * [Release v23.4.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v23-4-0-0.md) * [Release v23.3.1.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v23-3-1-0.md) --- version: "latest" language: "en" --- # 2024 In This Section * [Release v24.12.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v24-12-0-0.md) * [Release v24.11.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v24-11-0-0.md) * [Release v24.10.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v24-10-0-0.md) * [Release v24.9.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v24-9-0-0.md) * [Release v24.7.1.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v24-7-1-0.md) * [Release v24.7.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v24-7-0-0.md) * [Release v24.6.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v24-6-0-0.md) * [Release v24.5.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v24-5-0-0.md) * [Release v24.4.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v24-4-0-0.md) * [Release v24.3.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v24-3-0-0.md) * [Release v24.2.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v24-2-0-0.md) * [Release v24.1.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v24-1-0-0.md) --- version: "latest" language: "en" --- # 2025 In This Section * [Release v25.12.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v25-12-0-0.md) * [Release v25.11.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v25-11-0-0.md) * [Release v25.10.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v25-10-0-0.md) * [Release v25.9.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v25-9-0-0.md) * [Release v25.7.1.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v25-7-1-0.md) * [Release v25.7.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v25-7-0-0.md) * [Release v25.6.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v25-6-0-0.md) * [Release v25.5.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v25-5-0-0.md) * [Release v25.4.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v25-4-0-0.md) * [Release v25.3.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v25-3-0-0.md) * [Release v25.2.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v25-2-0-0.md) * [Release v25.1.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v25-1-0-0.md) --- version: "latest" language: "en" --- # 2026 In This Section * [Release v26.9.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v26-9-0-0.md) * [Release v26.7.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v26-7-0-0.md) * [Release v26.6.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v26-6-0-0.md) * [Release v26.5.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v26-5-0-0.md) * [Release v26.4.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v26-4-0-0.md) * [Release v26.3.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v26-3-0-0.md) * [Release v26.2.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v26-2-0-0.md) * [Release v26.1.0.0](https://ut.powerschool-docs.com/professional-learning/latest/release-v26-1-0-0.md) --- version: "latest" language: "en" --- # Access User Accounts 1. Click Administration in the tabs along the top of the screen. 2. From the System Administration menu, select User Accounts. 3. The User Accounts page will display, listing all users to which you have access. ![image2019-10-4_12-1-52.png](https://ut.powerschool-docs.com/__attachments/a_f450749a082fa0f42c1aa46ca0c159f12c6e52739cdaaf3d57f4f9f7b1afc285/image2019-10-4_12-1-52.png?cb=6597950213d664c2e855c850f8368481) 1. To narrow the list of users, use the search field and filters. (Users are filtered by active status by default.) 2. To add a new user, click Create New User. 3. To search using more detailed criteria, click Advanced Search. 4. To access actions enabled for your role, click the drop-down menu. Actions include: 1. View: Select to view the user's account. 2. Edit: Select to edit the user's account. 3. Delete: Select to permanently remove the user's account from the system. 4. View Courses: Select to view any courses associated with the user. 5. View Certificates: Select to view any certificates associated with the user. 6. View Calibration Status: Select to view the user's calibration status. 7. View Transcript: Select to view the user's transcript. 5. To assume the identity of a user and view the portal with their permissions, click the person icon. You will only see the assume identity icon for users that have fewer access rights than your account/ role. You will not be able to assume an identity while currently assuming a different identity. 6. To access a user account for viewing and editing, click the user name. --- version: "latest" language: "en" --- # Add Courses from Premium Library ## Get Started 1. Choose **Professional Learning** from the main menu. 2. Click **Configuration.** 3. Choose **Premium Library.** ## Select Courses 1. Search for course content by topic, description, provider, delivery format, or other relevant descriptors. 2. Click any course to view details. 3. To purchase all courses returned for your search, click **Add All To Cart** . To purchase specific courses, select the courses, then click **Add To Cart**. ## Review Cart and Purchase 1. Click the **shopping cart icon**. 2. Review your selections. 3. Update the number of seats for each course in your cart. 4. Select payment options: * To select one method to pay for all courses in your cart, select **Use the same payment type for all.** Otherwise, choose a **Payment Type** for each course. * To select one office that will pay for all courses in your cart, select **Use the same invoice Office for all** . Otherwise, choose an **Invoice Office** for each course. Depending on the configuration for your organization, payment types may include the following: * **Pre-Paid Budget** - The cost of seats is paid upfront from a predetermined budget for the selected invoice office. You are alerted if the cost is over budget, and you will not be able to submit the request. * **Staff Credit Card Purchase** - The cost of seats is paid at the time of enrollment by the course participant. The number of seats becomes unlimited (the number field is removed). * **Request to Set Up Pre-Paid Budget** - The cost of seats is paid upfront based on a negotiated agreement between PowerSchool and the selected invoice office. * **Request Approval** - The cost of seats is paid by the selected invoice office on behalf of the course participant, after the office administrator reviews and approves the enrollment. The number of seats becomes unlimited (the number field is removed). 5. Click **Submit Request**. Your new request will appear in Pending Approval status and will be reviewed and approved by PowerSchool. ## Release to Catalog Once approved, Premium Library content is pushed directly to your catalog as self-paced courses, but the courses are not released. You must [define specific details and set visibility](https://powerschool-docs.atlassian.net/wiki/pages/createpage.action?spaceKey=PLPEH&title=Build%20Courses%20Sections), then release the course. --- version: "latest" language: "en" --- # Announcement ## Manage announcements Administrators have the capability of creating announcements targeted to specific users. 1. Click Administration in the tabs along the top of the screen. 2. Locate the Applications menu and click Targeted Announcements. 3. On the Targeted Announcements screen, use the tabs to view all existing announcements or those in a specific status. 4. To create a new announcement, click Create New Announcement. 5. On the Edit Announcement screen, enter information into the appropriate fields. Required fields are in red. Click Save and Select Recipients when you are satisfied with your announcement. * Click Cancel to clear the fields. * Click Save as Draft to save and complete later. * Click Send Me a Test Email to have a test announcement sent to the email associated with your user account. 6. On the Target Announcement screen, select the date you want your message delivered. Choose an expiration date if appropriate. 7. Click the Set Inclusion filter to determine which recipients will receive the message. If you do not set any filters, the message will be delivered to every user in the district. 8. Click Set Dynamically republish to add or remove users from the recipient list if their user information changes. For example, if a user moves to a new location, enabling this feature will automatically hide the content from the user if the user's new location is not a recipient of this content. 9. Use the remaining buttons on the screen, as appropriate, to define the demographics for the targeted recipient list. 10. The number of selected recipients will appear on the right. Click Show Recipient List to view the names. 11. When satisfied with the target settings, click Finish. 12. Click Yes to send the announcement to targeted users. (Click No if you want to return to the Edit Announcement screen.) The newly-created announcement will appear on the targeted recipient's home page in the My Announcements channel, if enabled, and by clicking the mail icon in the header. The label for the completion email has been updated for improved clarity. The *PD Playlist* dynamically reflects the user-defined playlist label configured in your instance ## Manage notifications Administrators can now access a detailed log of scheduled emails sent by the PL system. This feature provides transparency and helps track the delivery status of notifications. Available within the Admin tab for tnl.admin users, administrators can sort and filter to quickly locate specific records. The log may contain sensitive information. Administrators should review and share this data with caution. ### Key benefits * Improves visibility into system communications. * Helps troubleshoot failed or delayed email notifications. * Provides an audit trail for accountability and tracking. To review the notifications: 1. Navigate to the **Admin Tab**. 2. Select **Notification Log**. 3. Use the filters to search by date, sender, or recipient. 4. Review the email status and details as needed. ### Manage completion notification settings Administrators can configure notification preferences for each PD Playlist to ensure the right users are informed when participants complete a playlist. This enhancement updates the notification label in the **Notifications** tab to more clearly indicate who receives the completion message. To access Notification settings: 1. Navigate to **Manage PdPlaylists**. 2. Click the name of the **PD Playlist** you want to manage. 3. Select the **Notifications** tab. Navigate to the PDAdmin dashboard, and select **Manage PdPlaylists**. 4. Click the name of the **PD Playlist** you want to manage. 5. Select the **Notifications** tab. ## Manage recommended course teasers Administrators can now control whether initiator details (such as **"\[required/recommended\] by NAME on DATE"** ) are displayed in **Recommended/Required Training Teasers**. When enabled, the initiator's **name** and **date** are hidden from the teaser message. When disabled, the teaser displays full initiator details. Enabled by default for Broward clients. Disabled by default for all other clients. This feature gives organizations more flexibility in managing how training assignments are communicated to users. Enable this setting if you prefer a streamlined, anonymous assignment style in your Required Learning communications. To configure teasers: 1. Navigate to **Configuration Management** in PdAdmin. 2. Select **Course Teaser Options**. 3. Locate the setting: * **Hide Initiator in the Recommended/Required Training Teasers**. 4. Toggle the option based on your organization's preference. 5. Click **Save**. Administrators have the capability of creating announcements targeted to specific users. ## Task 1 To create an Announcement targeted to Test users: 1. Click Administration in the tabs along the top of the screen. 2. Locate the Applications menu and click Targeted Announcements. 3. On the Targeted Announcements screen, use the tabs to view all existing announcements or those in a specific status. 4. To create a new announcement, click Create New Announcement. 5. On the Edit Announcement screen, enter information into the appropriate fields. Required fields are in red. Click "Save and Select Recipients" when you are satisfied with your announcement. 1. Click Cancel to clear the fields. 2. Click Save as Draft to save and complete later. 3. Click Send Me a Test Email to have a test announcement sent to the email associated with your user account. 4. On the Target Announcement screen, select the date you want your message delivered. Choose an expiration date if appropriate. 6. Click the Set Inclusion filter to determine which recipients will receive the message. If you do not set any filters, the message will be delivered to every user in the district. 7. Click Set Dynamically republish to add or remove users from the recipient list if their user information changes. For example, if a user moves to a new location, enabling this feature will automatically hide the content from the user if the user's new location is not a recipient of this content. 8. Use the remaining buttons on the screen, as appropriate, to define the demographics for the targeted recipient list. 9. The number of selected recipients will appear on the right. Click Show Recipient List to view the names. 10. When satisfied with the target settings, click Finish. 11. Click Yes to send the announcement to targeted users. (Click No if you want to return to the Edit Announcement screen.) The newly-created announcement will appear in the mail icon of the targeted recipients in the header. ## Configuration checklist * Create a New Announcement and view within the site [Next Page](https://ut.powerschool-docs.com/llms-full.txt/1)