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Mitzvah Tools - Setting Up a Student (How To & Reference)

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    Student Portal

    Access the student portal by navigating to Dashboard > Students.

    MT Select Student.png

    Items Description
    1. Choose Student Search for and select a specific student to view.

    2. Last students opened:

    View the student profiles most recently accessed.

    3. Create/Edit Student Account

    Select to view all students in a list format, add new students, and edit current student profiles.

     

    Manage Students Dashboard

    MT Student Dashboard.png

     

    Items Description
    1. Show Filter students by gender.

    2. Create New Student

    Manually enter a new student and their information into Mitzvah Tools.

    3. Import Students

    Import multiple students at once into Mitzvah tools by:

    1. Following these instructions to use the ShulCloud API.
    2. Contacting Support for details on how to submit a template for import.
    4. Account Status
    • Saved: A student's account has been created but is not active. They cannot yet access Mitzvah Tools.
    • Active: A student's account is active and they can use Mitzvah Tools.
    5. Edit Profile Edit a student's information and activate their account.

     

    Create New Student

    This information explains how to manually add an individual student.

    1. Navigate to to Dashboard > Students.
    2. Select Create/Edit Student Account.
    3. Select Create New Student and enter the required and voluntary information.

    Primary Student Info

    Provide both required (*) and voluntary information. Fields highlighted below are of special note. Fields in a Student Record can be updated as more details regarding their B'nai Mitzvah are planned.

    *Note: B'nai Mitzvah Date and Location cannot be provided until the parent has provided consent for their child to be added to Mitzvah Tools.

    MT - New Student Primary Info.png

     

    Item Description
    1. Username Username populates from the first and last name as firstname-lastname and cannot be changed.
    2. B'nai Mitzvah Date The B'nai Mitzvah Date must include both a date and a time. The Torah Portion populates based on this field. Complete this information once a parent has provided consent for their child to be added to Mitzvah Tools.
    3. B'nai Mitzvah Location To select a location, it must be previously set up in Program Settings.

     

    Secondary Student Info

    None of the information in the Secondary Student Info section is required, however it may assist a tutor in connecting with a student or providing insight.

     

    Student's Team

    Select members of the Student's team from the drop down. Team members can include clergy and tutors. Only team members selected can interact with this student.

     

    Torah Portion

    The date entered in the B'nai Mitzvah Date field in Student Primary Info is used to populate the torah portion. 

    If using the ShulCloud API, the Torah Portion fields will populate based on date of B'nai Mitzvah and the Aliyot settings in ShulCloud.

     

    Service Notes

    List the officiant and any additional notes about the service. 

     

    Student's Parents

    Mitzvah Tools defaults to one primary parent per student. To add Additional Parent Details or to add an Emergency Contact, select the appropriate button and complete the required (*) information.

    Once a student is saved, a Parent Activation Link becomes available. 

    Additional Options

    Select Save Student if the student is not yet ready to begin using Mitzvah Tools.

    Select Activate if the student is ready to begin using Mitzvah Tools.

    MT save or activate.png

    Once a student is activated, the parents will receive an Account Confirmation Email. Contact Support if there are any questions about this email. 

    Children’s Online Privacy Protection Act (COPPA) Compliance

    Mitzvah Tools complies with the Children’s Online Privacy Protection Act (COPPA), which requires parental consent before children under 13 can have an online account.
    To ensure privacy and compliance, a new student account workflow has been introduced.

    By Selecting Activate the parent will receive an email to create their own password and then provide consent for their student the be added to Mitzvah Tools.

    Upon selecting the link in the email, parents will be asked to create a password for their account and provide consent for their child(ren).

    MT - First Time Login.png

    The Program Manager Dashboard will display when parent consent has been received and then the additional details for the student can be added.

    Once the parent has provided consent, they will receive an email with a link to create a password for their child's account as well as be provided with their system generated username. 

    MT - Account Confirmation.png

    When clicking the link provided in the confirmation email, the user is taken to a First Time Login Screen.

    MT - First Time Login.png

     

    Edit a Student

    1. In the Program Manager Dashboard, navigate to Students.
    2. Select a student from the dropdown, or by clicking on their photo/name.
    3. Select Edit Profile below student name
      MT Edit Student.png
    4. Update the fields as necessary.
    5. Select Update Student at the bottom of the screen to save.

     

    Assign Tasks

    1. Activate the student.
    2. Assign tasks to the student either from an existing task in the synagogue's task library or by creating a new task. 
    3. Once a task has been assigned, a due date can be added as well as a resource associated with that task.

     

    Related Resources

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