📨 Manage Deliveries

Here, you will learn to manage deliveries of reports, charts, and tables.

1. Click the Deliveries Tab to the right.
2. Click the Add Record button.

3. The Scheduled Delivery Label will automatically generate, but may be edited as needed. 
4. Click Save.

5. You will see the Details tab for the scheduled delivery.
6. The Label will automatically generate, but may be edited as needed.
7. Filling in the Exported File Name (do not enter a file extension), Email Subject, and Email Content (a reminder of use) is optional.

8. Testing: (See below) Enter an email override address into the Email Override field to force all emails generated by the delivery to go to this address instead of the recipient.

9. Click Save.
10. Click the Schedule tab at the top of the page and select a date on the calendar.

11. A popover window will appear. Select the day or days using either the Calendar or School Calendar radio button, and provide any additional information as needed, depending on your earlier selection.
    • Click the arrow to the left of the month to reveal detailed dates. Click the field, choose one or more checkboxes to the left, and click Accept. 

12. Select the time of day for the delivery to start processing by clicking the Time of Day field and clicking the checkbox to the left. Recipients will begin receiving their deliveries after the selected time.
13. Click Save.

14. Click the Recipients tab at the top of the page.
15. Select the Recipient Type targeted by clicking the radio button. (District Administrators, School Administrators, Administrators of Schools, Principals, Specialists, Teachers, Teachers of Classes, Users) Recipients have to be active to receive a delivery.
16. Check the Override Configuration Student Group box if the student group you selected in the configuration should be replaced with the recipient's student group.
17. Select additional information as needed based on the recipient type.
    • Employees/Schools: Click the field, select the checkbox to the far left of one or more choices, and then click Accept.
    • Current or Prior School Year: Click the radio button.
    • All Students/By Grade Level/Classes: Click the radio button.
    • Use (...) Predominant School Only: Click the checkbox to use only the predominant school.
    • Remove Withdrawn Students: Click the checkbox to remove withdrawn students.
    • Student Group: Click the box to select the student group to send to recipients.
18. Click Save.

19. After the recipients are set up, click the “x” in the top-right corner to close the delivery record.
20. In the data table of deliveries below, click the Row Actions Gear and choose one of the following actions:
    • Configure: Edit the delivery.
    • Delete: Remove the scheduled delivery.
    • Run Now: Run the delivery. (You may also run a test  or validation run.)
    • Add Dates: Add one or more dates at once.
    • Clone: Clone to another recipient type.

Test Delivery (Validation Run) 

1. Start on the Deliveries tab.
2. After setting up Deliveries (Scheduled and Recipients are selected), click the Row Action Gear to the far right and choose Run Now. 

3. If you want the emails generated by the process to be delivered to a specific email address rather than the recipient, enter it here. Fill in the Email Override field with an email address. (Use YOUR email address to test.) and click Save.

4. A Data Delivery Validation Package will be sent to your email address. Click the Download Now button to download and review the file.
5. You can also review the completed delivery in the data table on the Deliveries tab of the Configure Student Data Grid page.

Run and Track Scheduled/Completed Deliveries 

1. Start on the Deliveries tab.
2. After setting up Deliveries (Schedule and Recipients are selected), click the Row Action Gear at the far right and choose Run Now. 

3. A Data Delivery Completion Summary will be sent to the recipient's email address.
4. Click the Download Now button to authenticate and download the file.
5. The scheduled or completed deliveries are listed in the data table on the Deliveries tab.
6. Click the arrow to the far left to view the scheduled and completed deliveries.
7. Click the Row Actions Gear to the far right to View Recipients. A popover window will appear with a data table of all recipients.
   • Click the arrow to the far left to reveal further details.
   • Click the File icon to download a copy of the file sent.

• Manage Deliveries.pdf500 KB