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Export permissions
Permissions in this category pertain to exporting data from a system. These permissions include:
Create Custom Exports permission
This permission controls the user's ability to edit custom exports (based on the permissions for specific exports) and create new custom exports. For more information, see the Chancery SMS Import/Export Guide.
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On the home page, in the control bar, under ADMIN, click District Setup. The District Setup page appears.
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Under Tools, click Customize Exports. The Customize Exports page appears.
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Dependencies: None
Settings:
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Yes: The user can add, edit, or delete custom exports.
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No: The user is unable to view or work with custom exports.
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Default settings by base role [>>]:
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District Administrator: Yes
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School Administrator: Yes
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School Health Professional: No
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District Health Professional: No
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Output Exports to File permission
This permission control's the user's ability to specify a location on the network in which to save an export file so that it can be imported by another application. For more information, refer to the Chancery SMS Import/Export Guide.
To specify a location for an export file:
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On the home page, in the control bar, under ADMIN, click Exports. The Exports page appears.
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Click an export. The Export Options page appears.
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Under Output Options, ensure that Output to File is selected.
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For File, enter a file name.
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For Path, specify a location on the network.
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Dependencies: None
Settings:
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Yes: The user can select Output to File for an export and specify a file name and path.
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No: The user is unable to select Output to File.
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Default settings by base role [>>]:
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District Administrator: Yes
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School Administrator: No
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School Health Professional: No
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District Health Professional: No
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Schedule Exports permission
This permission controls the user's ability to specify when Chancery SMS runs an export: immediately, once on a specific date, or on a recurring schedule. For more information, refer to the Chancery SMS Import/Export Guide.
To schedule an export:
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On the home page, in the control bar, under ADMIN, click Exports. The Exports page appears.
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Click an export. The Export Options page appears.
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Under Scheduling Options, specify when Chancery SMS is to run the export.
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Dependencies:
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For this permission to be effective for a particular export, the user's permission setting for that export must be View. To set an export's permission, on the Customize Export page, open the export for editing and go to the Permissions section.
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Settings:
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Yes: The user can schedule an export.
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No: The user is unable to schedule an export.
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Default settings by base role [>>]:
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District Administrator: Yes
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School Administrator: Yes
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School Health Professional: No
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District Health Professional: No
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Schedule Health Office/SETS Export permission
This permission controls the user's ability to export data to a file for use by HealthOffice and SETS. For more information, refer to the Chancery SMS Import/Export Guide.
To export data to a file for use by HealthOffice/SETS:
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On the home page, in the control bar, under ADMIN, click District Setup. The District Setup page appears.
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Under Tools, click Schedule HealthOffice/SETS Export.
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Dependencies: None
Settings:
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Yes: The user can export to a file for use by HealthOffice and SETS.
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No: The user is unable to export to a file for use by HealthOffice and SETS.
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Default settings by base role [>>]:
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District Administrator: Yes
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School Administrator: Yes
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School Health Professional: No
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District Health Professional: No
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Pearson
Always Learning
www.pearsonschoolsystems.com
Tel: 866-434-6276
Email: psstechsupp@pearson.com
