It's smart to have a test student or two in your Finalsite Enrollment system. This helps you see things from a parent's perspective and assist families.
This guide will show you how to set up a test student and authenticate as a parent of the student to test the Parent Portal.
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Create a new test student from an application form
If you don't already have a test student to use, or you want to start from scratch with one, you can follow these steps to create a test student (and associated parent) in your Finalsite Enrollment site.
1. From the Quick Action menu, select Fill out an application form.
2. Fill out the application form
Within the form, enter the following information (all other parts of the form are optional when adding a student this way):
-
Student First Name and Last Name.
- Important: If you are adding a test student, be sure to use the word Test as either the first or last name so that later it will be easier to locate your test students.
- Student Grade
- Student Term (the year that they are applying for)
- Name of one parent (first and last)
SMS Opt-in
If you are using Finalsite's Text Messaging feature, you'll also need to opt in or out in order to submit the form. You don't need to enter a phone number, but must select either Yes or No to continue.
3. Click Submit
Locating your new test student
You can find the student by searching for their name in the search bar or locating them in the Forms Inbox.
Option 1: Using the search bar
Type the test student's name in the search bar at the top right of the page. Select their name to navigate to their record.
Option 2: Use the Forms Inbox
If you don't see their name when you type it into the search bar, you may need to import them into the system from the Forms Inbox.
Access the Forms Inbox from the Username menu or Admissions tab
1. Go to Username Menu > Forms to Import
2. Alternatively, you can go to the Admissions tab > Forms
Import the test application
If your test student is in the Forms Inbox, you'll need to click the Import button to import them first.
If they are not in the inbox, you'll see them in the Recently Imported tab of the Forms Inbox.
- If you see them in the Recently Imported forms tab of the Forms Inbox, you can click on their name, and it will take you to their record.
Authenticate to your test student
1. Navigate to the student's record's Parent Portal Accounts page.
From the student's record, navigate to the Parent Portal Accounts page by clicking the computer icon on the right side of the page.
2. Copy the authentication code for your test parent under the Code column.
You will use this to authenticate to the test student.
Important: Be sure to copy the parent code, not the student's code.
3. Navigate to your Finalsite Enrollment Parent Portal.
Click on your name in the upper right to open the Username menu and select Parent Portal from the drop-down menu.
You will automatically be brought to the Parent Portal.
4. Select the Enter authentication code option.
If you already have test students linked to your account, this option will be at the bottom of the page below your list of students.
5. Paste the authentication code into the Authentication Code box.
Make sure there are no extra spaces at the beginning or end of the code. Select Next to continue.
If the authentication is successful, you should see a green banner with the message "Your account has been authenticated" displayed at the top of the page.
You will also now see your test student in the students list on the Parent Portal. If you do not see them here, make sure you have changed their status from Inquiry to an Applicant/Enrollment status on the admin side.
How do I get back to the Admin Portal from here?
Erase "/portal" at the end of the URL and replace it with "/admin".
Specific areas to test & best practices
Ready to run some tests? Refer to our companion guide, "Run system tests for a seamless parent experience" for a checklist of specific areas of the system to test, how to run the tests, and best practices.
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