# WIN Student Goal Tracker - User Manual
WIN Student Goal Tracker user manual for teachers and program staff.

## 1. Overview

The WIN Student Goal Tracker is a web-based application designed to help teachers and program staff organize student progress in a structured way. Users can review assigned students, create or review goals, define benchmarks, and document progress events over time. The application works on both desktop and mobile devices.

Students Managed by teacher
Goals Tracked per student
Benchmarks Milestones per goal
Progress Events Documentation of progress
This manual covers teacher and program staff workflows as well as district administration features including program management and user provisioning.

## 2. User Roles

Every user account is assigned a role when added to a program. The role determines which actions that user can perform. There are five roles in the system.

Role | Description | Key Permissions
--- | --- | ---
Teacher | Standard instructional staff member | Full access to their own students — create, edit, and delete students, goals, benchmarks, and progress events. Can run reports and use AI suggestions.
Paraeducator | Support staff assisting teachers | Can view students and log progress events. Cannot create or delete students, goals, or benchmarks, and cannot run reports or use AI suggestions.
Program Admin | Staff member who manages an entire program | Same as Teacher but scoped across all students in the program, not just their own. Can run reports.
District Admin | Administrator who manages a school district | All Program Admin abilities plus access to the Administration panel. Can create and edit programs and add users to any program within the district.
Super Admin | System-level administrator | Full access across all districts and programs. Can assign any role, including Super Admin. Reserved for platform operators.

A user's role is set when their account is created by a District Admin. If you are unsure of your role, contact your district administrator.

## 3. Registering a New District

If your school district is not yet set up in the system, a district administrator can self-register to create the district account, an initial program, and their own login in one step.

Registration creates a new, independent district. If your district already exists, do not register again — contact your existing district administrator to have a user account created for you.

### How to register

1. Go to `https://win.opelly.me/register` or click Register from the login page.
2. Fill in Your Details: name, email address, and password. This becomes your login.
3. Fill in District Details: district name and an optional contact email for the district.
4. Fill in Your First Program: the name and optional description of the first program in your district (e.g. "Special Education").
5. Click Create District & Account.

After registration you will be directed to the login page. Sign in with your new credentials. You will be assigned the District Admin role automatically and can add more programs and users from the Administration panel.

## 4. Accessing the Application

To begin, open the login page at `https://win.opelly.me/login`.

1. Enter your assigned email address.
2. Enter your password.
3. Click Sign in.

After a successful login, the system will take you to the program selection screen.
If your account is locked after repeated failed attempts, you will see a message indicating the account is temporarily unavailable. Wait a few minutes before trying again or contact your administrator.

## 5. Selecting a Program

After authentication, the system displays the list of programs available to the logged-in user. Each program card shows the program name, your role (e.g. Teacher, District Admin), and whether it is your primary program.

1. Review the available program cards.
2. Click the program you wish to work in.
3. The application will open the main dashboard for that program.

A user can belong to multiple programs with different roles in each. Selecting a program loads a session scoped to that program — switch programs by logging out and logging back in.

## 6. Student Dashboard

The main dashboard displays the students assigned to the current teacher or user.

### Sidebar

- The left sidebar lists all students. Each entry shows the student's name and IEP date.
- Use the My Students / All toggle to switch between viewing only your own students and all students in the program.
- Students may be organized into labeled groups if a Program Admin or District Admin has configured groupings.
- Click a student to open their goal workspace.

### Navigation

- The sidebar provides links to Reports and Log Out.
- District Admins and Super Admins also see an Admin link that opens the Administration panel (see Section 13).
- Click the edit icon next to a student to update their name or IEP date.

## 7. Adding & Editing Students

Teachers and Program Admins can add a new student record directly from the dashboard, or edit an existing student's information. Paraeducators cannot add or edit students.

### Adding a student

1. Click + Add Student at the bottom of the sidebar.
2. Enter the student's Name (initials or other non-personally identifiable label).
3. Enter the Next IEP Date.
4. Click the save button to create the record.

Once saved, the new student appears in the sidebar immediately.

### Editing a student

1. Click the edit icon (pencil) next to a student's name in the sidebar.
2. Update the Name or Next IEP Date as needed.
3. Click Save.

## 8. Managing Goals

Selecting a student opens the goal workspace for that student. Goals are the main tracking objects used to measure student development and progress. Each goal appears as a tab along the top of the workspace, labeled by its category.

### Creating a goal

1. Click the + Goal tab in the workspace.
2. Fill in the goal details:
   - Category — a short label (e.g. Reading, Math, Behavior)
   - Baseline — the student's starting point
   - Goal — a description of the desired outcome
   - Target Completion Date — automatically pre-filled from the student's next IEP date
3. Click Add Goal to save.

### Viewing a goal

Click a goal tab to view its details. The goal card shows the category badge, description, and target completion date. Below the card, two sub-tabs allow switching between Benchmarks and Progress Events for that goal.

### Editing a goal

1. Click the edit icon (pencil) on the goal card.
2. Update any of the goal fields.
3. Click Save.

### Closing a goal

When a student completes or exits a goal, the goal can be formally closed from the goal edit screen.

1. Click the edit icon (pencil) on the goal card.
2. Set the Close Date.
3. Mark whether the goal was Achieved (yes or no).
4. Optionally add Close Notes summarizing the outcome.
5. Click Save.

Closed goals remain visible for reference and reporting but are clearly distinguished from active goals.

Users can use this page to quickly review whether a student is making progress and what supporting events have been documented.

## 9. Managing Benchmarks

Benchmarks break a goal into smaller, measurable steps. This makes it easier to see incremental progress over time. Each benchmark has a full description and an optional short name used for compact display.

Teachers and Program Admins can add and edit benchmarks. Paraeducators can view benchmarks but cannot create or modify them.

### To add a benchmark

1. Select the goal tab for the relevant goal.
2. Switch to the Benchmarks sub-tab.
3. Click + Add Benchmark.
4. In the modal, enter the Benchmark description and optionally a Short Name.
5. Click Add to save.

### AI-assisted suggestions

When adding a new benchmark, you can click the ✦ Suggest with AI button. The system will analyze the student's goal and generate a recommended benchmark that you can accept, modify, or discard before saving. This feature is available to Teachers and Program Admins only.

### Editing a benchmark

1. Click the edit icon (pencil) next to the benchmark.
2. Update the description or short name.
3. Click Save.

### Example benchmark

`Complete Computing for Good`

## 10. Recording Progress Events

Progress events document meaningful activities, milestones, or notes related to a student's goal. All roles (including Paraeducators) can log progress events.

### To log a progress event

1. Select the goal tab for the relevant goal.
2. Switch to the Progress Events sub-tab.
3. Click + Log Progress Event.
4. Enter a Description of the activity.
5. Optionally, select one or more Related Benchmarks to link the event to specific milestones. Benchmarks appear as clickable chips that toggle on and off.
6. Click Log to save.

### Each progress event captures

- A description of the activity
- The user who recorded the event (recorded automatically)
- The date of the event (recorded automatically)
- Any linked benchmarks

Progress events are displayed in a timeline view, with linked benchmark tags shown beneath each entry.

### Editing a progress event

1. Click the edit icon (pencil) on the event card in the timeline.
2. Update the description and/or benchmark selections.
3. Click Save.

### Example

`Took C4G – loved it!`

Progress events create a historical record that can support follow-up, reporting, and program evaluation.

## 11. Deleting Records

Students, goals, benchmarks, and progress events can all be deleted by Teachers and Program Admins. Paraeducators cannot delete records. Deletions are permanent and cannot be undone.

### How to delete

- Student — Click the delete icon (trash) in the student header area. A double-confirmation dialog will appear because this deletes the student and all their goals, benchmarks, and progress events.
- Goal — Click the delete icon on the goal card. A double-confirmation dialog will appear because this also deletes all benchmarks and progress events under the goal.
- Benchmark — Click the delete icon next to the benchmark. A double-confirmation dialog will appear.
- Progress Event — Click the delete icon on the event card in the timeline. A confirmation dialog will appear.

Deleting a student or goal is a cascading operation — all child records (goals, benchmarks, and progress events) are permanently removed. Use with caution.

## 12. Reports

The Reports section provides tools for extracting and summarizing student progress data. Access it from the Reports link in the sidebar. Reports are available to Teachers and Program Admins. Paraeducators do not have access to the Reports section.

### Student Progress Report

Generates a formatted progress report for a selected student over a date range. This is useful for IEP meetings, program reviews, or external reporting.

1. Click Reports in the sidebar, then select Student Progress Report.
2. Select a Student from the dropdown.
3. Set the From Date and To Date for the reporting period.
4. Check or uncheck which Goals to Include in the report.
5. Optionally, edit the Prompt to customize the report instructions. The prompt auto-saves as you type.
6. Click Run to generate the report.

The generated report aggregates goals, benchmarks, and progress events into a structured summary that can be copied or used in external documents.

## 13. Administration

The Administration panel is available to District Admins and Super Admins. It is accessed via the Admin link in the sidebar, which is only visible to users with those roles.

The Admin panel has two tabs: Programs and Users.

### Programs tab

Lists all programs in your district. District Admins can create new programs and edit existing ones.

#### Adding a program

1. Click + Add Program.
2. Enter a Program Name (required) and an optional Description.
3. Click Create.

#### Editing a program

1. Click Edit next to the program.
2. Update the name or description.
3. Click Save.

### Users tab

Lists all users across all programs in your district, showing each user's name, email, role, and assigned program.

#### Adding a user

1. Click + Add User.
2. Enter the user's Name, Email, and a temporary Password.
3. Select the Program to assign the user to.
4. Select the user's Role (see Section 2 for role descriptions).
5. Click Create User.

The new user can immediately log in with the email and password you provided. Share the credentials with them securely.

District Admins cannot assign the Super Admin role. Only a Super Admin can elevate another user to Super Admin.
There is currently no in-app password reset. If a user forgets their password, a District Admin will need to create a new account or contact the platform operator for assistance.

## 14. Mobile Experience

The application automatically detects whether you are using a touch-based mobile device and presents a touch-optimized interface.

### Mobile capabilities

- Student list — browse your students, with the same My Students / All toggle available on desktop.
- Student goals — tap a student to view their goals and benchmarks.
- Log progress events — tap a goal to open a touch-friendly form for entering notes and selecting benchmarks via large, tappable tiles.

Some management features — such as adding students, creating goals, editing benchmarks, running reports, accessing the Admin panel, and deleting records — are only available in the desktop interface. Use a desktop browser for full administrative access.

## 15. Typical Workflow

### For a Teacher or Program Admin

1. Log into the application and select your program.
2. Review the list of assigned students in the sidebar.
3. Add a student if needed.
4. Open a student record and review or create goals.
5. Add benchmarks to define milestones (use AI suggestions when helpful).
6. Record progress events as the student advances, linking relevant benchmarks.
7. Run reports as needed for IEP meetings or program reviews.

### For a Paraeducator

1. Log into the application and select your program.
2. Browse students using the sidebar.
3. Open a student record and select a goal.
4. Switch to the Progress Events sub-tab and log a new event.

### For a District Admin (initial setup)

1. Register at `/register` to create your district and first program.
2. Log in and open the Admin panel from the sidebar.
3. Create additional programs if needed.
4. Add teacher and paraeducator accounts under the Users tab.
5. Share login credentials with each user.

## 16. Usage Notes

- Keep student names consistent (use initials or a non-identifying label) to avoid duplicate entries and to protect student privacy.
- Update progress events regularly so the record stays current.
- Use benchmarks to make large goals easier to track.
- Link progress events to benchmarks for richer reporting.
- Review student cards often to spot inactivity or missing updates.
- Use the mobile app for quick progress logging in the field.
- Log out when finished using the system on a shared device.
- If your login is locked, wait a few minutes and try again, or contact your district administrator.
- District Admins: share newly created passwords with users through a secure channel and advise them not to share their credentials.

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