# What is FES Partner Portal
The Partner Portal is an application created by FutureEd Solutions to help you with the enrollment process and many more things as we release additional features. We started with a few simple goals in mind.
* Reduce your effort
* Improved accuracy and speed
* Provide greater visability
* Guide best practices
While the goals are simple, we all know the enrollment process can be complex and the needs of every student are different.
The Portal will be your single place to make all additions, changes, and removal of student registration and course enrollment with FES. This information will also be used to drive billing back to your district.
{% hint style="danger" %}
FES Partner Portal will be used to drive billing to your district. It's critical that you enter requests in a timely fashion to avoid being overcharged.
{% endhint %}
### Key Features
# Keys to success
* Enter registration & enrollment requests ASAP! ***It drives course availability & billing.***
* Use this help doc.
* Provide us with your feedback so we can continue to improve.
### Getting Started Checklist
* [ ] Save the link to FES Partner Portal:
* [ ] Save the link to FES Partner Portal Help (This document):
* [ ] Save the email address for support FES Partner Portal Support:
* [ ] Attend one of our virtual training sessions.
# Quick Start
For those needing a refresher on the steps for registration & enrollment.
## Registration & Enrollment
The FES Partner Portal is the one place for all requests related to registration and enrollment. The first step is to register the student via the Portal. Once a student has been registered you can move on to course enrollment.
{% hint style="warning" %}
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### Step 1 - Student Registration
Registration is simply providing basic student information needed to get a student started with FES online courses. Students can be registered in one of two simple ways.
1. Simple registration using form based entry via Portal screens - [Learn More](/portal-how-tos/untitled)
2. Bulk registration using a file upload for large list - [Learn More](/portal-how-tos/untitled/bulk-registration)
{% hint style="info" %}
Required Student Registration Information - First name, last name, email, grade level, and is the student on an IEP/504?
{% endhint %}
### Student Registration Information Required
*
## Step 2 - Course Enrollment
## Bulk Import All Users
Download the import template and enter student information in the fields required.
{% file src="/files/-MgrvYo1vRUtI6FI1Dny" %}
Bulk Template File
{% endfile %}
{% hint style="danger" %}
This is a .csv file. Save it in the same file forman (csv) and name it uniquely each time. Example - File Naming convention: **SchoolName\_Studentregistration\_august12**
{% endhint %}
### View of Bulk Template Fields
{% hint style="danger" %}
Note: IEP/504 Field is a TRUE or FALSE Field. If a student has an IEP or 504 Plan indicate "TRUE", otherwise indicate "FALSE".
{% endhint %}
After adding all the data into the template and saving it using the naming convention above.. Return to the Dashboard and click the upload icon in the orange box .
> Verify upload by returning to your Dashboard and viewing the "Pending Request" Section.
### Enroll an active student into their course or courses.
Click on the course to select both "A" and "B" or click just "A" or just "B". They will populate in the Selected Course List. To undue a course from the Selected Course List, click on it.
Once you've selected all the student's courses, review and verify them and then click **Submit & Close** (ends the enrollment process for student and returns you to the Dashboard) or **Submit & New** ( continues enrolling the student into additional courses.
# School Dashboard
Overview of Active students, Inactive students, Pending Request, and a key metrics section.
The School Dashboard is the hub for your enrollment information and request. Most requests can start from here, while also providing you with a consolidated view of key information. In the following sections, we'll walk through what information the Dashboard provides and what actions you can initiate.
The Dashboard is broken down into five sections:
* [Page Header](https://fpphelp.fesnow.org/school-dashboard/getting-to-know-your-dashboard/page-header)
* [Active Students](https://fpphelp.fesnow.org/school-dashboard/getting-to-know-your-dashboard/active-students)
* [Inactive Students](https://fpphelp.fesnow.org/school-dashboard/getting-to-know-your-dashboard/inactive-students)
* [Pending Request](https://fpphelp.fesnow.org/school-dashboard/getting-to-know-your-dashboard/pending-request)
* [Key Metrics](https://fpphelp.fesnow.org/school-dashboard/getting-to-know-your-dashboard/key-metrics)
# Page Header
The Page Header is consistent across all parts of the FES Partner Portal. As the name implies, it's the section across the top of the page. It's used to provide consistent navigation options, school branding options, and easy access to the help documentation.
Let's break down the Page Header to better understand its parts. Starting with the left side of the Page Header, you see the three blue lines, also known as the "hamburger menu" which is the main menu for the Portal.
To the right of the menu icon is a place for school branding. During your schools' setup, our administrators will link your school logo and school name to your account. In this example you see the FutureEd Solutions logo and
# Menu
## Hamburger Menu Icon
{% tabs %}
{% tab title="Dashboard" %}
{% endtab %}
{% tab title="Student List" %}
{% endtab %}
{% tab title="Course List" %}
{% endtab %}
{% tab title="School Settings" %}
{% endtab %}
{% tab title="Request Histor" %}
{% endtab %}
{% tab title="Profile" %}
{% endtab %}
{% endtabs %}
## Menu list
# School Branding
# Active Students
Indicates students who eligible to enroll into courses.Information found on the Dashboard.
# Student Detail
Click on a student on your Dashboard and the following details pop-up.
You can edit student and guardian information on this page. You can also view the Course status of each enrollment.
## Course change types
Change dates - change dates of existing student enrolled course. Was extend only in past. Can be used to extend or pull in dates that are in the future.
# Inactive Students
This section shows you all students that have taken a course with FutureEd since school year 2020-21. We keep this data in the Portal to reduce the data entry burden on you. If you'd like any of these students to take a course, simply move them to an active status.
# Pending Request
Viewable on your Dashboard. Mentors can monitor status of enrollments by FES. Pending indicates "not enrolled" yet.
Pending requests indicates the enrollments you requested that have NOT been processed by FES yet.
# Key Metrics
# Grade Level - Active Chart
# New Student Information
This screen will appear when you click the plus icon from the School Dashboard screen to register a new student.
#### Required fields
In order to submit a student registration the following information must be provided:
* First Name
* Last Name
* Student Email
* Grade Level
* IEP/504 Indicator
#### Guardian information
Information in this area is optional. If you provide First name, Last name, and email, a guardian account will be set up that is associated with the student.
#### Sumit options
**Submit & Close** - will submit the current student information and return you to the School Dashboard screen.
**Submit & New** - will submit the current student information, then present you with a fresh New Student Information screen to enter information for the next student.
**Submit & Enroll** - will submit the current student information, then present you with the course selection window for the student just registered.
# Course List
Searchable and filterable course offerings.
# School Settings
Partner School information provided to FES.
# Your Profile
Tell us who you are and add your picture. You can edit information and change your password.
# Getting Access
This portal is for FES partners' mentor(s).
Contact your Success Manager or email
# Requesting Additional Accounts
Contact your Success Manager or email "
# Logging In
Please bookmark the login page for easy access.
## Login Page
Use your credentials to login. If you forgot your password, click "Forgot password" and follow prompts.
# Password Reset
User can change password from their profile settings.
To change your password, go the the hamburger menu as shown below in the orange box.
Once clicked, the menu items pop-up as shown below. Click, "Your Profile" to change your password.
Next, a new pop-up page will appear for your to follow the prompts to change your password.
# Step 1: Student Registration
To add a new student registration follow these steps:
#### 1. From the [School Dashboard](/portal-interface/getting-to-know-your-dashboard) screen, click the plus icon as shown in the red box below
#### 2. Enter the new student information in the window that appears
{% hint style="danger" %}
You must enter a grade level for every student. You will not be able to enroll them in a course without a grade level.
{% endhint %}
# Bulk Registration
# Bulk Registration
# Step 2: Course Enrollment
The Course Enrollment Pop-up enables you to make selections from the Course Catalog.
The New Course Enrollment Pop-up shown below can be triggered to appear from in a few locations within the Partner Portal. The pop-up has three sections.
**Date Selection Box** - four date selection fields located under the pop-up title\
**Course Selection Box** - the main body containing the Course List and Selected Course List\
**Submission Button Box** - two buttons near the bottom of the pop-up
## **Date Selection Box**
The date selection fields in this area allow you to specify the start and end dates for each section/semester of a course. Default dates are populated that align to your schools calendar.
{% hint style="info" %}
Default dates are defined by a Partner Portal Administrator. They will be updated each year. If you need to have them revised for any reason email .
{% endhint %}
## **Course Selection Box**
## **Submission Button Box**
# Multi-student course enrollment
### Multiple Course Enrollment Page
You can scroll through the course list and click the courses the student has requested. They will show up in the "Selected Course List" column on the same screen. Note: Clicking on the course name selects the full course (both A and B sections). If the student only needs one semester of a course then select either "A" or "B" respectively. Click "Submit & Close" if you are finished with that student's enrollments. By clicking Submit & New, you will continue enrolling the same student in additional courses.
# Course Changes
# Withdraw a single course
1. From the School Dashboard screen, select the student's name from the Active Student box.
2. Within the Course Status box, select the course to withdraw.
3. A pop-up box will open asking you whay type of change you would like to make. Select "Withdraw" from the dropdown list.
4. Click Submit.
# FAQ
## [Enrollment](/faq/enrollment)
# General
## What should I do if I can't see any students on my School Dashboard?
Try the following suggestions one at a time. If your issue is not resolved please email our support team at: .
* Refreshing your browser page.
* Restart your browser
* Log out of FES Partner Portal
* Clear your browser cache
* Try another browser
# Registration
## What information is required to bulk register?
Student First name, Last name, email address, grade level, and if IEP/504 are the required fields in a bulk registration. [More Information](/portal-how-tos/untitled/bulk-registration-1)
## How do you change a student from Inactive to Active?
Student Active/Inactive state needs to be changed from the Dashboard. Select the check box next to the student name, then select the green "Set to Active" or red "Set to Inactive" button.
{% hint style="info" %}
Remember if an Inactive student has a red triangle next to their name, you need to add the student's grade level.
{% endhint %}
# Enrollment
## How can I make an enrollment request?
ALL requests need to be made through the [FES Partner Portal](http://partner.fesnow.org).
## How do I reinstate or reenroll a student in a course?
If a student was previously in a course you have to Reinstate the course from the Student Detail screen?
# Bulk Upload
## Can I upload a PDF file listing my students?
No. Bulk upload files can be Excel spreadsheet or CSV file format.
# School Settings
## How do I change the default dates?
Email with the dates you'd like used as the default for all enrollments.
##
# Report issue
How can I report an issue?
Issues or bugs should be reported by sending an email to . In order to get the best help possible, please provide as much context on how you encountered the bug.
# Release History
## 1.0.0 - 2021-8-1
### First Production Release
* Removed humans, they weren't doing fine with animals.
### Changed
* Animals are now super cute, all of them.
* Introduced animals into the world, we believe they're going to be a neat addition.
# Definition of Terms
This page is intended to help with any terminology you are not familiar with. Send us any terms you come across that need to be added, for bonus points. 😜
| Term | Definition |
| ----- | ------------------------------------------------------------------------------------------- |
| Popup | A window that appears within the application on top of the current content you are viewing. |