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powerschool:powerschool:assigning_counselors

Assigning Counselor to Students in PowerSchool

Up to two school staff members can now be designated as counselors for an individual student in Powerschool. This is similar to the way PowerTeacher works in that the counselor can only see the assigned access of the students they are assigned to when they log into PowerSchool. However, unlike PowerTeacher, they will have access to the students historical data. This is made possible through the use of a new User Access Role permission and PowerSchool being assigned to the teacher, usually performed by the division PS admin.

Once set up, all school counselors are then available to be assigned to students individually using the Modify Info student screen or for multiple students using a group function. The list of staff with a counselor role can be exported using a new Data Export Manager "Staff with Counselor Role" data set or via the PowerSchool API.

Note that Washington County is utilizing the Counselor Access role to allow Special Education teachers view only access to their students demographics, historical grades, test results, and enrollment information in PowerSchool. This is not to be confused with PowerTeacher access as the teacher must be logged out of PowerTeacher to be able to access PowerSchool.

How to assign a counselor to an individual student.

1. On the start page, search for and select a student.

2. Under Information, choose Modify Info from the student pages menu.

3. Click Add Counselor to assign a counselor to the student if needed or click edit to change the selected counselor (if a teacher isn't listed in the counselor list please contact the division PS admin).

4. Search for the counselors and click Select.

5. Indicate the primary counselor.

6. Click Save.

The student should now show the counselor on the page. Click Submit to save all changes to the Modify Info page.

How to mass assign a counselor to a group of students.

The Mass Assign Counselor page allows you to assign a counselor to a group of selected students.

Before assigning a counselor or multiple counselors, you should search for and select a group of students for which you want to assign a counselor. To quickly identify any students who do not currently have a counselor assigned, search for Counselor= (this reads counselor equals blank) and initiate the search.

You can modify the student group you are working with by clicking the number of students from the Mass Assign Counselor page and updating the selection as needed.

1. Navigate to the Mass Assign Counselor page.

2. Within the current student selection, you can further specify a group of students by filtering for a specific initial or name, or grade. For instance, if you are working with 12th grade and want to assign Counselor X to students with a last name beginning with A, you can filter for Last Name A.

3. Search for the counselor or counselors you want to assign to this group of students (if a teacher isn't listed in the counselor list please contact the division PS admin).

4. Click Select for the counselor you want to assign.

5. Select the logic you want to apply for this counselor assignment:

  • Assign to Students without Existing Counselor will assign the counselor to students who do not currently have a counselor assigned.
  • Replace Existing Counselor will replace all existing counselors with the selected counselor.
  • Assign as Primary Counselor will assign the selected counselor as the primary counselor. Existing assigned counselors will become secondary counselors.
  • Assign as Secondary Counselor will assign the selected counselor as a secondary counselor.

6. Click Save.

powerschool/powerschool/assigning_counselors.txt · Last modified: 2024/03/15 13:25 by jrhea