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<body>
<header>
<h1>WIN Student Goal Tracker</h1>
<p>
User manual for teachers and program staff using the WIN platform to manage
students, goals, benchmarks, and progress events.
</p>
<div class="hero-actions">
<a
class="btn btn-primary"
href="https://win.opelly.me/login"
target="_blank"
rel="noopener noreferrer"
>
Open Live Application
</a>
<a class="btn btn-secondary" href="index.html">
Back to Project Home
</a>
</div>
</header>
<main>
<div class="layout">
<aside class="toc card">
<h2>Contents</h2>
<ul>
<li><a href="#overview">1. Overview</a></li>
<li><a href="#access">2. Accessing the Application</a></li>
<li><a href="#program">3. Selecting a Program</a></li>
<li><a href="#dashboard">4. Student Dashboard</a></li>
<li><a href="#add-student">5. Adding &amp; Editing Students</a></li>
<li><a href="#goals">6. Managing Goals</a></li>
<li><a href="#benchmarks">7. Managing Benchmarks</a></li>
<li><a href="#events">8. Recording Progress Events</a></li>
<li><a href="#deleting">9. Deleting Records</a></li>
<li><a href="#reports">10. Reports</a></li>
<li><a href="#mobile">11. Mobile Experience</a></li>
<li><a href="#workflow">12. Typical Workflow</a></li>
<li><a href="#tips">13. Usage Notes</a></li>
</ul>
<p class="small">
Demo login:<br />
<code>opelly@gmail.com</code><br />
<code>1234</code>
</p>
</aside>
<div class="content">
<section id="overview" class="card">
<h2 class="section-title">1. Overview</h2>
<p class="muted">
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.
</p>
<div class="kpis">
<div class="kpi">
<strong>Students</strong>
Managed by teacher
</div>
<div class="kpi">
<strong>Goals</strong>
Tracked per student
</div>
<div class="kpi">
<strong>Benchmarks</strong>
Milestones per goal
</div>
<div class="kpi">
<strong>Progress Events</strong>
Documentation of progress
</div>
</div>
<div class="callout">
This manual covers the current application workflow as implemented
in the deployed prototype. Features relating to district registration
and administration are documented separately.
</div>
</section>
<section id="access" class="card">
<h2 class="section-title">2. Accessing the Application</h2>
<p>
To begin, open the login page at
<code>https://win.opelly.me/login</code>.
</p>
<div class="steps">
<ol>
<li>Enter your assigned email address.</li>
<li>Enter your password.</li>
<li>Click <strong>Sign in</strong>.</li>
</ol>
</div>
<div class="callout success">
After a successful login, the system will take you to the program
selection screen.
</div>
</section>
<section id="program" class="card">
<h2 class="section-title">3. Selecting a Program</h2>
<p class="muted">
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, Admin), and whether it is
your primary program.
</p>
<ol>
<li>Review the available program cards.</li>
<li>Click the program you wish to work in.</li>
<li>The application will open the main dashboard for that program.</li>
</ol>
</section>
<section id="dashboard" class="card">
<h2 class="section-title">4. Student Dashboard</h2>
<p>
The main dashboard displays the students assigned to the current
teacher or user.
</p>
<div class="grid two">
<div>
<h3>Sidebar</h3>
<ul class="info-list">
<li>
The left sidebar lists all students. Each entry shows the
student's <strong>name</strong> and <strong>IEP date</strong>.
</li>
<li>
Use the <strong>My Students / All</strong> toggle to switch
between viewing only your own students and all students in
the program.
</li>
<li>Click a student to open their goal workspace.</li>
</ul>
</div>
<div>
<h3>Navigation</h3>
<ul class="info-list">
<li>
The sidebar also provides links to <strong>Reports</strong>
and <strong>Log Out</strong>.
</li>
<li>Click the edit icon next to a student to update their name or IEP date.</li>
</ul>
</div>
</div>
</section>
<section id="add-student" class="card">
<h2 class="section-title">5. Adding &amp; Editing Students</h2>
<p class="muted">
Teachers can add a new student record directly from the dashboard,
or edit an existing student's information.
</p>
<h3>Adding a student</h3>
<ol>
<li>Click <strong>+ Add Student</strong> at the bottom of the sidebar.</li>
<li>Enter the student's <strong>Name</strong> (initials or other non-personally identifiable label).</li>
<li>Enter the <strong>Next IEP Date</strong>.</li>
<li>Click the save button to create the record.</li>
</ol>
<p>
Once saved, the new student appears in the sidebar immediately.
</p>
<h3>Editing a student</h3>
<ol>
<li>Click the edit icon (pencil) next to a student's name in the sidebar.</li>
<li>Update the <strong>Name</strong> or <strong>Next IEP Date</strong> as needed.</li>
<li>Click <strong>Save</strong>.</li>
</ol>
</section>
<section id="goals" class="card">
<h2 class="section-title">6. Managing Goals</h2>
<p>
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.
</p>
<h3>Creating a goal</h3>
<ol>
<li>Click the <strong>+ Goal</strong> tab in the workspace.</li>
<li>Fill in the goal details:
<ul>
<li><strong>Category</strong> — a short label (e.g. Reading, Math, Behavior)</li>
<li><strong>Baseline</strong> — the student's starting point</li>
<li><strong>Goal</strong> — a description of the desired outcome</li>
<li><strong>Target Completion Date</strong> — automatically pre-filled from the student's next IEP date</li>
</ul>
</li>
<li>Click <strong>Add Goal</strong> to save.</li>
</ol>
<h3>Viewing a goal</h3>
<p>
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
<strong>Benchmarks</strong> and <strong>Progress Events</strong>
for that goal.
</p>
<h3>Editing a goal</h3>
<ol>
<li>Click the edit icon (pencil) on the goal card.</li>
<li>Update any of the goal fields.</li>
<li>Click <strong>Save</strong>.</li>
</ol>
<h3>Closing a goal</h3>
<p>
When a student completes or exits a goal, the goal can be formally
closed from the goal edit screen.
</p>
<ol>
<li>Click the edit icon (pencil) on the goal card.</li>
<li>Set the <strong>Close Date</strong>.</li>
<li>Mark whether the goal was <strong>Achieved</strong> (yes or no).</li>
<li>Optionally add <strong>Close Notes</strong> summarizing the outcome.</li>
<li>Click <strong>Save</strong>.</li>
</ol>
<p>
Closed goals remain visible for reference and reporting but are
clearly distinguished from active goals.
</p>
<div class="callout">
Users can use this page to quickly review whether a student is making
progress and what supporting events have been documented.
</div>
</section>
<section id="benchmarks" class="card">
<h2 class="section-title">7. Managing Benchmarks</h2>
<p>
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.
</p>
<h3>To add a benchmark</h3>
<ol>
<li>Select the goal tab for the relevant goal.</li>
<li>Switch to the <strong>Benchmarks</strong> sub-tab.</li>
<li>Click <strong>+ Add Benchmark</strong>.</li>
<li>In the modal, enter the <strong>Benchmark</strong> description and optionally a <strong>Short Name</strong>.</li>
<li>Click <strong>Add</strong> to save.</li>
</ol>
<h3>AI-assisted suggestions</h3>
<p>
When adding a new benchmark, you can click the
<strong>✦ Suggest with AI</strong> button. The system will analyze
the student's goal and generate a recommended benchmark that you
can accept, modify, or discard before saving.
</p>
<h3>Editing a benchmark</h3>
<ol>
<li>Click the edit icon (pencil) next to the benchmark.</li>
<li>Update the description or short name.</li>
<li>Click <strong>Save</strong>.</li>
</ol>
<h3>Example benchmark</h3>
<p><code>Complete Computing for Good</code></p>
</section>
<section id="events" class="card">
<h2 class="section-title">8. Recording Progress Events</h2>
<p class="muted">
Progress events document meaningful activities, milestones, or notes
related to a student's goal.
</p>
<h3>To log a progress event</h3>
<ol>
<li>Select the goal tab for the relevant goal.</li>
<li>Switch to the <strong>Progress Events</strong> sub-tab.</li>
<li>Click <strong>+ Log Progress Event</strong>.</li>
<li>Enter a <strong>Description</strong> of the activity.</li>
<li>
Optionally, select one or more <strong>Related Benchmarks</strong>
to link the event to specific milestones. Benchmarks appear as
clickable chips that toggle on and off.
</li>
<li>Click <strong>Log</strong> to save.</li>
</ol>
<h3>Each progress event captures</h3>
<ul>
<li>A description of the activity</li>
<li>The user who recorded the event (recorded automatically)</li>
<li>The date of the event (recorded automatically)</li>
<li>Any linked benchmarks</li>
</ul>
<p>
Progress events are displayed in a timeline view, with linked
benchmark tags shown beneath each entry.
</p>
<h3>Editing a progress event</h3>
<ol>
<li>Click the edit icon (pencil) on the event card in the timeline.</li>
<li>Update the description and/or benchmark selections.</li>
<li>Click <strong>Save</strong>.</li>
</ol>
<h3>Example</h3>
<p><code>Took C4G loved it!</code></p>
<div class="callout success">
Progress events create a historical record that can support follow-up,
reporting, and program evaluation.
</div>
</section>
<section id="deleting" class="card">
<h2 class="section-title">9. Deleting Records</h2>
<p class="muted">
Students, goals, benchmarks, and progress events can all be deleted.
Deletions are permanent and cannot be undone.
</p>
<h3>How to delete</h3>
<ul>
<li>
<strong>Student</strong> — 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.
</li>
<li>
<strong>Goal</strong> — 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.
</li>
<li>
<strong>Benchmark</strong> — Click the delete icon next to
the benchmark. A double-confirmation dialog will appear.
</li>
<li>
<strong>Progress Event</strong> — Click the delete icon on
the event card in the timeline. A confirmation dialog will appear.
</li>
</ul>
<div class="callout">
Deleting a student or goal is a cascading operation — all child
records (goals, benchmarks, and progress events) are permanently
removed. Use with caution.
</div>
</section>
<section id="reports" class="card">
<h2 class="section-title">10. Reports</h2>
<p class="muted">
The Reports section provides tools for extracting and summarizing
student progress data. Access it from the <strong>Reports</strong>
link in the sidebar.
</p>
<h3>Student Progress Report</h3>
<p>
Generates a formatted progress report for a selected student over
a date range. This is useful for IEP meetings, program reviews, or
external reporting.
</p>
<ol>
<li>Click <strong>Reports</strong> in the sidebar, then select <strong>Student Progress Report</strong>.</li>
<li>Select a <strong>Student</strong> from the dropdown.</li>
<li>Set the <strong>From Date</strong> and <strong>To Date</strong> for the reporting period.</li>
<li>Check or uncheck which <strong>Goals to Include</strong> in the report.</li>
<li>
Optionally, edit the <strong>Prompt</strong> to customize the
report instructions. The prompt auto-saves as you type.
</li>
<li>Click <strong>Run</strong> to generate the report.</li>
</ol>
<div class="callout success">
The generated report aggregates goals, benchmarks, and progress
events into a structured summary that can be copied or used in
external documents.
</div>
</section>
<section id="mobile" class="card">
<h2 class="section-title">11. Mobile Experience</h2>
<p class="muted">
The application automatically detects whether you are using a
touch-based mobile device and presents a touch-optimized interface.
</p>
<h3>Mobile capabilities</h3>
<ul>
<li>
<strong>Student list</strong> — browse your students, with the
same My Students / All toggle available on desktop.
</li>
<li>
<strong>Student goals</strong> — tap a student to view their
goals and benchmarks.
</li>
<li>
<strong>Log progress events</strong> — tap a goal to open a
touch-friendly form for entering notes and selecting benchmarks
via large, tappable tiles.
</li>
</ul>
<div class="callout">
Some management features — such as adding students, creating goals,
editing benchmarks, running reports, and deleting records — are
only available in the desktop interface. Use a desktop browser for
full administrative access.
</div>
</section>
<section id="workflow" class="card">
<h2 class="section-title">12. Typical Workflow</h2>
<ol>
<li>Log into the application.</li>
<li>Select the appropriate program.</li>
<li>Review the list of assigned students.</li>
<li>Add a student if needed.</li>
<li>Open a student record.</li>
<li>Review or create goals.</li>
<li>Add benchmarks to define milestones (use AI suggestions when helpful).</li>
<li>Record progress events as the student advances, linking relevant benchmarks.</li>
<li>Run reports as needed for IEP meetings or program reviews.</li>
</ol>
</section>
<section id="tips" class="card">
<h2 class="section-title">13. Usage Notes</h2>
<ul>
<li>Keep student names consistent to avoid duplicate entries.</li>
<li>Update progress events regularly so the record stays current.</li>
<li>Use benchmarks to make large goals easier to track.</li>
<li>Link progress events to benchmarks for richer reporting.</li>
<li>Review student cards often to spot inactivity or missing updates.</li>
<li>Use the mobile app for quick progress logging in the field.</li>
<li>Log out when finished using the system on a shared device.</li>
</ul>
<a href="index.html" class="btn btn-primary back-link">Back to Project Home</a>
</section>
</div>
</div>
</main>
<div class="footer">
© 2026 WIN Student Goal Tracker.
</div>
</body>
</html>