PDExpress Video Tutorials (Administrator)

Manage Menu Video Tutorials

These video tutorials are for all features located under the Manage menu heading.

Manage District Courses or Workshops

Course management overview
How to add a new course
How to add course basic information
How to add a course description
How to add a course prerequisite
How to restrict course registration by building or group
How to add a course section and session
How to change a course ID
How to make a copy of an existing course
How to delete a course
How to the filter your list of courses
How to add documents to a course
How to export course information
How to find a course
How to group your listing of courses
How to sort your listing of courses
How to edit or update an existing course

Manage Training/Course Facilities and Rooms

Training facilities management overview
How to add a new training facility(location) and room(s)
How to view and update existing training/course facility information
How to find existing training/course facilities
How to delete, copy or change the ID of an existing training/course facility
How to filter, group and sort existing training/course facility information
How to export existing training/course facility information

Manage External Course Presenters (non-staff)

External presenter management overview
How to add a new external presenter
How to view and update existing external presenter information
How to find an external presenter
How to delete, copy and change an external presenter ID
How to export external presenter information

Manage In District Course Registration

Registration management overview
How to register staff members for an existing district course
How to update enrollment status information for course participants
How to update district course detail information from the registration page
How to delete, copy and move participants
How to find, filter, group and sort registration records
How to create and print sign-in sheets for a district course
How to send email to course participants
How to export registration records
How to view and export course evaluations submitted by participants

Manage Out of District Professional Development Activities

Activities management overview
How to add an activity for a staff member
How to view and update an activity record
How to delete, copy and print activity records
How to find, filter, group and sort activity records
How to create and send an email to staff members
How to export staff member activity records

Manage Staff

Staff management overview
How to add a new staff record
How to delete, copy, change an ID and view a transcript
How to view and update a staff record
How to find, filter, group and sort staff records
How to create and send email to staff members
How to export staff records

Manage Professional Development Plans

Plans management overview
How to add a plan for a staff member
How to update information related to a staff member’s existing plan
How to create and send email to staff members
How to find a staff member’s plan
How to filter plan records
How to print a staff member’s plan
How to sort plan records
How to export plan records

Manage Teacher Credentials/Licenses

Managing credentials overview
How to add and delete staff member credentials
How to view and update existing staff credentials
How to find, filter, sort and group staff credentials
How to create and send email to staff
How to export staff credentials

Manage District Buildings

Managing buildings overview
How to add a new building
How to find, filter, group and sort existing building information
How to delete, copy and change building IDs
How to export building information

Manage Staff Groups

Managing staff member groups overview
How to create, delete and change a group ID
How to add and delete staff members to and from a group
How to find, filter, group and sort groups
How to create and email staff members in a group
How to export group information
How to add and delete advisors to a group

Manage Districts

Managing Districts Overview
How to add and update district information
How to delete, copy and change a district ID

Manage Evaluations

Managing Evaluations Overview
How to add an evaluation
How to find, filter, group and sort evaluations
How to view evaluation results
How to print and delete evaluations
How to export evaluations
How to send email to staff from the evaluations page
How to add user defined fields to evaluations, observations and self-assessments

Manage Observations

Managing Observations Overview
How to add an observation
How to find, filter, group and sort observations
How to view observation results
How to print and delete observations
How to export observations
How to send email from the observations page
How to a view staff professional development history from the observations page
How to add user defined fields to evaluations, observations and self-assessments

Manage Self-Assessments

Managing Self-Assessments Overview
How to add a self-assessment for a staff member
How to find, filter, group and sort self-assessments
How to view self-assessment results
How to print and delete self-assessments
How to export self-assessments
How to send email to staff from the self-assessments page
How to view staff professional development history from the self-assessments page
How to add user defined fields to evaluations, observations and self-assessments

Customizing the Administrator Page Layout

How to customize the administrator page layout/design

Settings Menu Video Tutorials

These video tutorials are for all features and functions located under the Settings menu heading.

Activities/Out of District: How to select a default proposal/request form, edit activity types, and other basic settings
Appearance: How to modify the appearance of PDExpress
Authentication: How to change the login method (Active Directory, LDAP or PDExpress)
Automated Email: How to setup automated emails
Background Services: How to set the number of minutes that elapse before PDExpress checks for work
Course Catalog: How to make basic appearance settings to the course catalog and add notes
Credentials: How to set the default credential form, create credential types, and setup the credential expiration notice
Custom Reports: How to setup custom transcripts and sign-in sheets
District: How to update the district name
Documents: How to enable or disable document attachments, define document size and the number of documents allowed by type
Email: How to setup the district’s email system to work with PDExpress
E-Payment: How to setup PDExpress to work with PayPal for course registration electronic payment

Forms

Forms Overview
Overview of the available form types in PDExpress
How to select and add a new form
How to edit or update an existing form
How to add form widgets – lines, sections, hyperlinks and signature lines
How to delete or copy an existing form
How to find, filter, sort and group existing forms
How to create approval routing for forms
How to create a Certificate of Completion form
How to create a Course Detail form
How to create a Course Evaluation form
How to create a Course Suggestion form
How to create a Credential Detail form
How to create a Staff/Teacher Evaluation form
How to create a Guest ID Request form
How to create a Guest Profile form
How to create a Guest Course Registration form
How to create a Classroom Observation form
How to create an Out Of District Activity Proposal form
How to create a Professional Development Plan form
How to create a Self Assessment form
How to create a Staff Profile form
How to create a Staff Course Registration form
How to create User Defined forms
How to add a button/link to a user defined form that appears on the home page.

Form Routing

How to setup form routing for all routeable forms

Form Restrictions

How to restrict access to Plan forms, Self-Assessment forms, and the User Defined/Destrict forms by building or group

Guests: How to create guest types, select guest related default forms, and define what guests have access to in PDExpress
Heading Overrides: How to change the default heading names Hours, CEUs, Semester Hours and Grade
Login: How to modify the PDExpress login page
Organization: How to update the organization or district name that appears on the login page
Passwords: How to enable or disable the ability for staff to request a forgotten password or ID by email
Plans: How to enable or disable the Plan feature and change the default name and abbreviation
Preferences: How to set professional development goals and a time frame for staff members page
Presenters: How to define what presenters can do when accessing their courses
Registration: How to set course registration default functionality
Resources: How to edit the Additional Resources Page

Rubrics

How to add, delete, edit and copy rubrics
How to import rubrics
How to export rubrics

Self Assessments: How to enable or disable the self-assessment feature and rename the category
Sign-in Sheet: Settings for the course sign-in sheet
Staff: How to set the default staff profile form and create staff types
Transcript: Basic settings for the transcript viewed by staff members
User Defined Forms: How to enable or disable User Defined Forms and rename the default category name

User Defined Fields

User Defined Fields Overview
How to add a user defined field
How to view, update, move and delete user defined fields
How to add user defined fields to a corresponding Manage view (Example: Manage>Staff)
How to create and add a calculated field to a form
How to change the default name of the User Defined tab that is displayed with the various Manage views (Example: Manage>Staff)
How to export user defined field information
How to add user defined fields to evaluations, observations and self-assessments

Value Lists

Value Lists Overview
How to create a new value list
How to view, update and delete items from an existing value list
How to copy value lists

Security Menu Video Tutorials

These video tutorials are for all features located under the Security menu heading.

Staff security settings

How to manage global security settings for all staff

Administrator security settings

Overview of administrator security settings
How to find, filter, sort and group administrative users
How to restrict administrator access to specific buildings, groups or staff members

PDExpress Tools Video Tutorials

These video tutorials are for the separately installed Windows-based Tools applications installed on PDExpress administrators’ computers.

How to use the PDExpress Reports Tools to create reports
How to create Queries using the PDExpress Query Tool
How to use the Import Tool to import or update data
How to use the Mass Change ID Tool to change existing staff IDs to new IDs

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