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Guide to eServices

Introduction: Before You Begin................................................................................................................. 1


What Are eServices? ................................................................................................................................. 1
How Does the Setup Process Work?......................................................................................................... 2
Who Should Use This Manual?.................................................................................................................. 2
How to Use This Manual ............................................................................................................................ 3
Next Steps.................................................................................................................................................. 4
Chapter 1: Getting Started ......................................................................................................................... 7
Before You Get Started.............................................................................................................................. 7
Chapter Objectives..................................................................................................................................... 7
Step 1 - Using the Activation Code to Get Started..................................................................................... 8
Step 2 - Registering as a New User or Signing In ..................................................................................... 9
Step 3 - Activating Your eServices........................................................................................................... 11
Next Steps................................................................................................................................................ 12
Chapter 2: Giving eServices to Your Faculty & Staff ............................................................................ 15
Before You Give eServices to Your Faculty & Staff................................................................................. 15
Chapter Objectives................................................................................................................................... 15
Giving eServices to New Faculty & Staff Members ................................................................................. 16
Giving eServices to Existing Faculty & Staff Members ............................................................................ 22
Next Steps................................................................................................................................................ 25
Chapter 3: Giving eServices to Your Classes ........................................................................................ 27
Before You Give eServices to Your Classes ........................................................................................... 27
Chapter Objectives................................................................................................................................... 27
Giving eServices to New Classes ............................................................................................................ 28
Giving eServices to Existing Classes....................................................................................................... 33
Using Your Teacher Versions .................................................................................................................. 36
Next Steps................................................................................................................................................ 37
Chapter 4: Instructing New Faculty & Staff Members to Get Started .................................................. 39
Before You Instruct New Faculty & Staff to Get Started .......................................................................... 39
Chapter Objectives................................................................................................................................... 39
Instructing One Member at a Time........................................................................................................... 40
Instructing Members All at Once .............................................................................................................. 42
Next Steps................................................................................................................................................ 45
Chapter 5: Instructing Students to Join Your Classes ......................................................................... 46
Before You Instruct Students to Join Your Classes ................................................................................. 46
Chapter Objectives................................................................................................................................... 46
Instructing One Student at a Time ........................................................................................................... 47
Instructing the Students in a Class All at Once........................................................................................ 49
Next Steps................................................................................................................................................ 51
Chapter 6: Managing Your Faculty & Staff ............................................................................................. 54
Before You Manage Your Faculty & Staff ................................................................................................ 54
Chapter Objectives................................................................................................................................... 54
Determining If Members Have Activated Their eServices ....................................................................... 55
Expanding the Responsibilities of Your Members ................................................................................... 55
Removing eServices from Faculty & Staff Members ............................................................................... 56
Deleting Faculty & Staff Members............................................................................................................ 57
Determining Who Your Faculty & Staff Members Have Given eServices to ........................................... 58
Chapter 7: Managing Your Classes......................................................................................................... 60
Before You Manage Your Classes........................................................................................................... 60
Chapter Objectives................................................................................................................................... 60
Viewing Your Online Class Rosters ......................................................................................................... 61
Removing Students from a Class............................................................................................................. 62
Removing eServices from Your Classes.................................................................................................. 63
Editing Your Classes ................................................................................................................................ 64

Guide to eServices i
Changing Students’ Inappropriate Usernames ........................................................................................ 65
Cleaning Up Your Classes at the End of the Term .................................................................................. 65
Deleting Your Classes.............................................................................................................................. 66
Chapter 8: Mantaining Your eServices ................................................................................................... 76
Before You Maintain Your eServices ....................................................................................................... 76
Chapter Objectives................................................................................................................................... 76
Viewing Detailed Information About Your eServices ............................................................................... 77
Determing What to Do If eService Amounts Are Low .............................................................................. 78
Renewing Your eServices........................................................................................................................ 79
Ordering Additional eServices.................................................................................................................. 80
Appendix I: Common Terms and Definitions ......................................................................................... 87
Appendix II: Technical Requirements..................................................................................................... 92
Windows................................................................................................................................................... 92
Macintosh ................................................................................................................................................. 93

Guide to eServices ii
Introduction: Before You Begin
Thank you for choosing McDougal Littell's eServices. This Guide to eServices has been designed
to help you move through the process of getting your institution's eServices up and running.
Before you begin, however, this introduction helps you understand the basics.

• What Are eServices? (see below)

• How Does the Setup Process Work? (page 2)

• Who Should Use This Manual? (page 2)

• How to Use This Manual (page 3)

• Plan Your Next Steps (page 4)

What Are eServices?

McDougal Littell eServices are online products that enhance and individualize teachers' and
students' educational experiences. There are three types of eServices that your institution might
use.

eEdition Plus Online provides interactive, online


versions of a complete textbook that motivate students
and create opportunities for individualized instruction.

eTest Plus Online provides an online assessment tool


that automatically scores tests and generates reports
correlated to state and national standards.

EasyPlanner Plus Online provides a valuable planning


tool that saves teachers time and lets them create
customized lessons the way they want them.

Guide to eServices 1
How Does the Setup Process Work?

It's like passing out textbooks but without any heavy-lifting! Here’s how it works:
As the administrator, all of the eServices start with you.

First, you follow the instructions on the welcome card that was mailed to your institution. The
welcome card helps you "pick up" your order on our website.

Next, you give eServices to your faculty & staff members. In some cases, you may choose to
give eServices directly to teachers. In other cases, you may choose to share your management
responsibilities by giving eServices to a "point person" at a school (for example, the department
chair). The "point person" will then finish giving eServices to teachers.

As you hand out your eServices, each person will use an Activation Code (different from the
one on the welcome card) one time to create their own unique username and password.

Finally, teachers will give eServices to their classes and then instruct their students to go to our
website and use an Activation Code to join.

Throughout the whole process, our system will keep track and help to keep you up-to-date on
the number of eServices in use.

Who Should Use This Manual?

This manual is written for the one person who will have overall administrative responsibility
for eServices. This person will be responsible for making various decisions and taking various
steps both before the setup of eServices and during their use. For example, this person will:

• Get eServices started by using the Activation Code on the welcome card sent to your
institution
• Determine when each eService can start being used by faculty, staff, and students
• Get the first faculty & staff members online
• Answer questions that faculty & staff might have about eServices
• Resolve problems that faculty & staff might have when setting up or using eServices
• Order more eServices when necessary
• Renew eServices when the time comes

If you feel suited for most of these responsibilities, you're probably the person who should use
this manual. Otherwise, you should think about giving this manual and the welcome card to the
person who should have the above responsibilities.

Guide to eServices 2
How to Use This Manual

No matter where you are in the process of setting up or using eServices, this manual is designed
to accommodate your needs. If you haven't gotten started, the sequence of the chapters will
help you move from start to finish. However, even after you’re successfully using eServices,
you can come back to this manual for guidance; each chapter is designed to stand on its own,
allowing you to start at any section or chapter to obtain the information you need.

Basic Organization of This Manual

Introduction: Before You Begin gives you a basic understanding of your responsibilities as
the person who will setup eServices for your institution. It also helps you prepare to get
started.

Chapter 1: Getting Started walks you through the very first steps you need to take. You
learn how to activate your institution's eServices, register yourself as a new user or sign in
as a returning user, and plan your next steps.

Chapter 2: Giving eServices to Your Faculty & Staff shows you how to give eServices to
faculty & staff members for the first time, and it shows you how to give additional
eServices to existing members.

Chapter 3: Giving eServices to Your Classes shows you how to setup eServices for any
classes that you teach. It also helps you use your Teacher Versions and plan your next
steps.

Chapter 4: Instructing New Faculty & Staff Members to Get Started shows you how to
help your new faculty & staff members get started after you’ve given them eServices.

Chapter 5: Instructing Students to Join Your Classes shows you the different ways you
can instruct students to join your classes online.

Chapter 6: Managing Your Faculty & Staff explains the various ways you can monitor and
manage the use of eServices by your faculty & staff members.

Chapter 7: Managing Your Classes explains the various ways you can monitor and
manage the use of eServices by your students.

Chapter 8: Maintaining Your eServices shows you how to keep track of your eServices to
ensure their successful and uninterrupted use.

Guide to eServices 3
Chapter 9: Managing Your User Account explains some basic information about editing
your user account and accessing and leaving the eServices website.

Next Steps

In this introduction, we helped you understand what eServices are, and we explained the
structure of this manual so you can use it to best meet your needs. After reviewing this
introduction, your next steps will be to:

• Step 1 - Use the Activation Code to Get Started


- This will show you how to use the Activation Code displayed on your welcome card.

• Step 2 - Register as a New User or Sign In


- If you're a new visitor, this will help you create an account and choose a username and
password.
- If you're a returning visitor, this will help you sign in with your username and
password.

• Step 3 - Activate Your eServices


-This will help you set the activation date for each of your eServices.

Issues to Think About Before Getting Started

• Before getting started, think about these basic considerations:


Are you holding the welcome card that was sent to your institution?
After purchasing eServices, your institution was sent a welcome card in the mail. The
welcome card includes information that you need in order to start setting up eServices.
If you can't locate this welcome card, please call our customer service department at 1-
800-462-6595 for assistance.

• Are you the right person to get eServices started?


The person who gets eServices started will have to make various administrative
decisions. To help you determine whether you or someone else should get eServices
started, see "Who Should Use This Manual?" on page 2.

• When should you get eServices started?


You should activate and setup your eServices before the start of the term. You'll
probably want to activate your eServices early enough to accommodate any training or
preparation that needs to happen before the term begins. When you're ready to get
started, follow the instructions on the Welcome card or read Chapter 1.

Guide to eServices 4
• Do you have access to an Internet connection?
All of the setup and use of eServices will take place on computers connected to the
Internet.

• Does your institution meet the technology requirements for using eServices?
In order for eServices to function smoothly and properly, your schools and classrooms
will need to meet some basic technology requirements. Appendix II summarizes these
requirements. Please review them carefully to ensure that your schools have the
appropriate hardware and connectivity to successfully use eServices.

Guide to eServices 5
Chapter 1: Getting Started
This chapter helps you get your eServices started. Please note that the tasks described in this
chapter are also described on your welcome card. You can follow the instructions in either
place.

Before You Get Started

Ask yourself the following questions:

• Have you received your welcome card in the mail?


• Have you determined when your eServices should begin?
• Have you reviewed the technical requirements for eServices?
• Have you read "Issues to Think About Before Getting Started"?

If you answered "No" to any of these questions, see "Introduction: Before You Begin" on for
further guidance. If you answered “Yes” to all of these questions, you’re ready to follow the
instructions in this chapter.

Chapter Objectives

In this chapter, you'll learn how to complete the steps that will get your eServices started:

• Step 1 - Use the Activation Code to Get Started (page 8)


-This will show you how to use the Activation Code displayed on your welcome card.
You'll use the Activation Code only one time.

• Step 2 - Register as a New User or Sign In (page 9)


- If you're a new visitor, this will help you create an account and choose a username and
password.
- If you're a returning visitor, this will help you sign in with your username and
password.

• Step 3 - Activate Your eServices (page 11)


- This will help you set the activation date for each of your eServices.
- The activation date will determine when your faculty, staff, and students can begin
using a specific eService.

• Plan Your Next Steps (page 12)


-Before moving on, there are some issue you'll need to think about.

Chapter 1: Getting Started 7


Step 1 - Using the Activation Code to Get Started

An Activation Code and a Zip Code are printed on the welcome card you received in the mail.
To get started, the very first thing you'll need to do is enter the Activation Code on the eServices
website. Please note that you’ll use the Activation Code only this one time.

Go to the eServices Website

• When you're ready to get started, go to http://www.classzone.com/eservices

Note: We recommend that you bookmark this page (Netscape) or save this page as a favorite
(Internet Explorer). In the future, whenever you want to access your eServices, you’ll return to
this page to sign in.

Enter the Activation Code

• Find the Activation Code on your welcome card.

• Enter this code in the Activation Code field on the left half of the screen.

• Click the Submit button.

Enter Your Institution's Zip Code

• Find the Zip Code on your welcome card.

• Enter this number in the Zip Code field.

• Click the Submit button.

Chapter 1: Getting Started 8


Step 2 - Registering as a New User or Signing In

After you've entered your Activation Code and your institution’s Zip Code, your next step is to
either register as a new user or sign in as a returning user.

Are You a New User or a Returning User?

• If you've never used eServices before, click the Register button on the left half of the
screen and then move on to "Enter Your Personal Information" below. You'll need to
create a user account, which will include a username and password.

• If you already have a username and password, enter your username and password in
the fields on the right half of the screen, click the Sign In button, and then jump to
"Activating Your eServices" on page 11. You should already have a username and
password if:
- You registered to use McDougal Littell’s eServices before
- Your username and password was created for you by an administrator or teacher
- You created a username and password for McDougal Littell’s ClassZone website

Chapter 1: Getting Started 9


Enter Your Personal Information

Note: Your personal information will not be used for any marketing purposes. For more
information about our privacy policy, go to http://www.hmco.com/privacy.html.

• Enter your Title, First Name, Last Name, E-mail address, and Zip Code in the
appropriate fields.

Create a Username and Password

• Think of a Username and Password and enter them in the appropriate fields. After
creating your account, you'll always use this information to access your eServices, so
please choose your username and password carefully.

Note: Your username and password each need to be at least six characters long and can't
include any spaces. For example, "Chris" would not work as a username, but "ChrisJ" would.

• Enter the exact same password in the Re-enter Password field.

Choose a Secret Question

• Choose a Secret Question and enter Your Answer. Be sure to remember your answer.

If you forget your password in the future, we'll ask you this question, and if you answer
right, we'll help you create a new password. For more information about changing your
password in the future, see Chapter 9.

Submit Your New Account

• Read McDougal Littell's "Terms and Conditions of Use" and make sure the checkbox is
selected.

• Click the Submit button. If all fields have been correctly completed, you'll move on.
However, if there are any errors, you'll be asked to correct the problems.

Note: You'll always be able to change your account information at a later time. For more
information, see "Editing Your Account Information” in Chapter 9.

Review Your Username and Password

Chapter 1: Getting Started 10


• Review the username and password you just created.

• From now on, you'll use this username and password to access your eServices, so
please write down this information and store it in a safe place.

• Click the Next button and then move on to "Activating Your eServices" below.

Note: To help you keep track of this information, your username and password will be sent to
the e-mail address you provided during registration. If you forget your username or password in
the future, you can look at the e-mail, or you can read "Editing Your Account Information" or
"Changing Your Password" in Chapter 9.

Step 3 - Activating Your eServices

After you've registered as a new user or signed in as a returning user, your next step is to set the
activation dates for the eServices.

Set the Activation Dates

• Review your eServices. For each eService, you can see the number that you've
purchased and the length of the subscription.

• Set the Activation Date for each eService. The activation date will determine the first
day on which you, faculty & staff, and students can begin using the eService.

If you want to use the same Activation Date for all of your eServices, click the Use this
start date for all checkbox and then set the date.

Hint: When you set the Activation Date for an eService, remember to take into consideration
any training or preparation that needs to happen before the term begins. If you set an Activation
Date too close to the start of the term, such tasks might be hard to accomplish.

Example: Imagine that you want to let faculty & staff start exploring their eServices and setting
up their classes a few weeks before the upcoming term begins. If the term begins on August 1st,
you'd want to set each Activation Date for July 15th or earlier.

• Click the Activate button. You’ll be sent to your homepage, which is where you'll
continue the process of setting up your eServices. Move on to "Learn About Your
Homepage."

Chapter 1: Getting Started 11


Learn About Your Homepage

Right after setting the activation dates for your eServices, you’ll be at your homepage,
where you’ll begin your next steps.

• Review the layout of your homepage and then move on to "Next Steps" on page 12.

Next Steps

In this chapter, we walked you through the process of getting your eServices started. After
you've finished this process, your next steps are to setup your eServices for your faculty & staff
and for any classes that you teach. Both of these steps can be done from your homepage, where
you landed after activating your eServices, and where you'll land each time you sign in.

• Give eServices to Your Faculty & Staff


-If you’re responsible for distributing eServices to other faculty & staff members, this
will help you assign specific eServices to each member.

• Give eServices to Your Classes


- If you teach any classes of your own, this will help you assign specific eServices to each
class.

Issues to Think About Before Giving eServices to Your Faculty & Staff

Setting up your eServices shouldn't take very long, but you can make the setup process
even easier by gathering some information and making certain decisions before you begin.
The following questions can help you prepare.

• Do you want other faculty & staff members to help you distribute eServices?

Chapter 1: Getting Started 12


If you like, you personally can give eServices to any number of your faculty & staff
members. However, you can also let other faculty & staff members help you distribute
eServices. Such members would become "point people" who can continue the job of
giving eServices to other faculty & staff.

Since a "point person" can be in closer touch with the members he or she gives eServices
to, the management of the eServices can be more efficient.

Example: Imagine that you're a district administrator and have purchased World Geography
eEditions for multiple schools in your district. To make distributing and managing the eServices
easier, you designate the Geography department chair at each school as a "point person." Each
department chair then distributes the eServices to the teachers in his or her department.

• How do you let other faculty & staff help you distribute eServices?
When you give eServices to a member, one of the steps will ask you to choose the
member's responsibility (see "Step 2 - Member Responsibility"). At this step, you'll
specify whether the member should be able to give eServices to other faculty & staff.

• Which faculty and staff members should you give eServices to?
If you decide to designate certain members as "point people" who will help you
distribute eServices to other faculty & staff, you'll only need to give eServices to these
members, one at a time.

If you decide to give eServices directly to teachers, you'll need to give eServices to each
teacher, one at a time.

• What information do you need to know about each member?


When you give eServices to a faculty & staff member, you'll need to know the person's
first name, last name, and e-mail address.

• When should you give eServices to your faculty & staff?


As soon as you're ready to setup your faculty & staff members, you can do so. You'll
probably want to give eServices to your faculty & staff sometime before classes will
start. This will enable you to get your initial setup responsibilities out of the way.

Note: Even after you've given eServices to a faculty & staff member, the member won't yet be
able to use the eServices; you'll still need to instruct the member to get started (see "Chapter 4:
Instructing Faculty & Staff Members to Get Started”). Also, please note that after you've
instructed the member to get started, if the Activation Date for his or her eServices hasn't
passed, the member won't be able to use the eServices.

Chapter 1: Getting Started 13


Issues to Think About Before Giving eServices to Your Classes

• When should you give eServices to the classes that you teach?
After you give eServices to a class, the Teacher Versions of those eServices will appear
on your homepage. So whenever you're ready to use your Teacher Versions, you
should give eServices to the class.

Note: After you've given eServices to a class, you'll be the only one to have access to the
eServices. In order for your students to gain access, you'll need to instruct them to get started
(see “Chapter 5: Instructing Students to Join Your Classes”). Also, please note that even though
the Teacher Version of an eService will appear on your homepage, if the Activation Date of the
eService hasn't passed, you won't be able to use the Teacher Version.

• What information do you need to know about each class?


When you give eServices to one of the class you teach, you'll need to know the class'
name, grade, start date, and end date.

Chapter 1: Getting Started 14


Chapter 2: Giving eServices to Your Faculty & Staff
This chapter shows you how to give eServices to your faculty & staff members for the first time.
It also shows you how to give additional eServices to existing faculty & staff members.

Before You Give eServices to Your Faculty & Staff

Ask yourself the following questions:

Have you received your welcome card in the mail?


Have you used your Activation Code to activate your eServices?
Have you registered as a new user or signed in?
Have you read "Issues to Think About Before Giving eServices to Your Faculty & Staff"?

If you answered "No" to any of these questions, see "Chapter 1: Getting Started" for further
guidance. If you answered “Yes” to these questions, you’re ready to follow the instructions in
this chapter.

Chapter Objectives

In this chapter, you'll learn how to:

Give eServices to New Faculty & Staff Members (page 16)


- If you’re responsible for giving other faculty & staff members access to eServices, this
will help you assign specific eServices to each new member.
- When you setup each new faculty & staff member, you'll determine what
responsibilities the member should have.
- After you've given eServices to a new faculty & staff member, you'll instruct the
member to get started.

Give eServices to Existing Faculty & Staff Members (page 22)


- If you forgot to give certain eServices to certain faculty & staff members, or if you
simply want to give more eServices to your members, this will show you what to do.
- After you've given more eServices to an existing faculty & staff member, you will not
need to instruct the member to get started; the eServices will automatically be available
to him or her.

Plan Your Next Steps (page 25)


- Before moving on, there are some issue you'll need to think about.

Chapter 2: Giving eServices to Your Faculty & Staff 15


Giving eServices to New Faculty & Staff Members

This section walks you through the process of giving your new faculty & staff members access
to eServices. The members will then be able to setup their own classes with eServices. Some
members might also continue to give the eServices to still other faculty & staff.

Before you proceed, please make sure you've read "Issues to Think About Before Giving
eServices to Your Faculty & Staff" in Chapter 1. Also, make sure you have on hand the first
name, last name, and e-mail address of each faculty or staff member you plan to give eServices to.

Getting the Process Started

If you just activated your eServices:

Click the Get Started link on your homepage.

After you click the Get Started link, the eServices Assistant appears. The eServices
Assistant will walk you through the process of giving eServices to a new faculty & staff
member. Select Give eServices to Faculty & Staff and then click the Next button.

The eServices Assistant then reminds you about the information you'll need in order to
complete the steps ahead. Please review the information, click the Next button, and
then move on to Step 1.

If you just signed in:

Click the Give eServices to Faculty & Staff button on your homepage or anywhere on your
“Faculty & Staff” tab.

When the eServices Assistant asks you who you want to give eServices to, select A New
Faculty & Staff Member and click the Next button. Note: If this is your first time giving
eServices to a faculty & staff member, you won’t see this step.

The eServices Assistant then reminds you about the information you'll need in order to
complete the steps ahead. Please review the information, click the Next button, and
then move on to Step 1.

Step 1 - New Faculty & Staff Member Information

Enter the First Name, Last Name, and E-mail address of the faculty & staff member.

Chapter 2: Giving eServices to Your Faculty & Staff 16


Look for the name of the member's institution in drop-down menu in the Institution Name
field.

If the member's institution is listed, select the institution, click the Next button, and then
jump to Step 2.

If the member's institution is not listed, select Other, click the Next button, and then
move on to Step 1a.

Tip: The numbered steps on the left side of the screen can help you keep track of where you are in
the process of giving eServices to this member.

Step 1a - Institution Zip Code

• Enter the zip code of the member's institution in the Zip Code field, click the Next
button, and then move on to Step 1b.

Step 1b - Choose an Institution

Again, look for the name of the member's institution in the drop-down menu in the
Institution Name field.

• If the member's institution is listed, select the institution and then click the Next button.

Chapter 2: Giving eServices to Your Faculty & Staff 17


If the member's institution is not listed in the drop-down menu, select Not Listed and then
click the Next button.

Step 2 - Member Responsibility

The eServices Assistant then asks you to decide whether this member should be allowed to give
eServices to other faculty & staff. Please note that all members automatically will be able to give
eServices to their own classes, but you have to assign a member the special ability to give eServices
to other faculty & staff members. Assigning a member this ability designates the member a
"point person” who can help you distribute eServices to other faculty & staff members.

If you want this member to be able to give eServices to other faculty & staff members, select
Yes and then click the Next button.

If you want this person to be able to give eServices only to classes, not to other faculty &
staff members, select No and then click the Next button.

Note: If you select "No" here, please note that you'll always be able to give this member
permission to give eServices to other faculty & staff at a later time. See "Expanding the
Responsibilities of Your Members" in Chapter 6.

Step 3 - Select eServices

Chapter 2: Giving eServices to Your Faculty & Staff 18


Select the specific eServices that you want to give to this faculty & staff member and then
click the Next button.

To select multiple eServices, just hold down your Ctrl (PC) or Command (Mac) key
while clicking your selections with the mouse.

Note: You’ll be able to give this member additional eServices at a later time. Please see “Giving
eServices to Existing Faculty & Staff Members” on page 22 for more information.

Step 4 - Confirm

Review what you've done so far. Make sure the member's name, e-mail address, and
institution are correct, and make sure you gave the member the right eServices.

If all of the information is correct, click the Confirm button.

If any of the information is incorrect, click the Previous button to go back and make
changes.

Step 5 – Next Steps

Chapter 2: Giving eServices to Your Faculty & Staff 19


The eServices Assistant then shows you the unique Activation Code that this member will
eventually use one time to get started, and the eServices Assistant explains what will happen
next.

Please read the information and then click the Next button.

Step 6 – Notify the Member

At this step, the eServices Assistant explains that you'll eventually have to instruct this member
to use the Activation Code one time to get his or her eServices started. After using the Activation
Code, the member will be able to give the eServices to his or her own classes.

Review the different ways that you can send instructions to the member and then click the
Next button. You can print instructions, e-mail instructions, or download a PowerPoint
presentation to show.

• The method that you use to send instructions to this and other members will depend on
whether you want to instruct members one at a time or in a group. Please see "Chapter
4: Instructing Faculty & Staff Members to Get Started" for more detailed guidance.

Important: You don't have to send instructions at this moment; you'll always be able to view
and send the instructions at a later time. Also, please note that the member will use his or her
Activation code only one time. If you give additional eServices to the member at a later time, he
or she will not have to use the Activation Code again to access the additional eServices; they’ll
automatically be available to him or her.

Chapter 2: Giving eServices to Your Faculty & Staff 20


Step 7 – Complete

You’ve finished giving eServices to this faculty & staff member. Now the eServices Assistant
asks you what you'd like to do next.

If you have other faculty & staff members and want to continue giving them eServices,
select Give eServices to Another Faculty & Staff Member and click the Next button.

The eServices Assistant then asks you who you want to give eServices to.

If you want to give eServices to a faculty & staff member who you’ve never given
eServices to before, select A New Faculty & Staff Member, click the Next button, and
then go to Step 1 on page 16.

If you want to give additional eServices to an existing faculty & staff member, select An
Existing Faculty & Staff Member, click the Next button, and then go to Step 1 on page
23.

If you're done giving eServices to your faculty & staff, select Go to Your Homepage and
click the Next button. From your homepage, you'll be able to:

- Instruct your faculty & staff members to start using their eServices (see "Next Steps"
on page 25)
- Give eServices to any classes that you teach (see page 22)

Chapter 2: Giving eServices to Your Faculty & Staff 21


Giving eServices to Existing Faculty & Staff Members

After you’ve given eServices to a faculty & staff member for the first time, you can always give
additional eServices to him or her. Giving additional eServices to a member is a quick and
simple process. Getting started with these additional eServices is very easy for the member, too;
unlike the first time you gave eServices to the member, this time he or she won't have to use an
Activation Code or do anything extra to gain access to the additional eServices. The eServices
will automatically be available the next time he or she signs in.

Getting the Process Started

There are two main places where you can begin to give additional eServices to a member:
your Homepage and the "Faculty & Staff" tab.

From your Homepage:

Click the Give eServices to Faculty & Staff button.

The eServices Assistant then asks you who you want to give eServices to. Select An
Existing Faculty & Staff Member, click the Next button, and then move on to Step 1.

From the "Faculty & Staff" tab:

Go to the "Faculty & Staff" tab.

You'll see a list of your faculty & staff members on the "Members" tab. Click the name of the
member who you'd like to give additional eServices to.

On the "eServices Given" tab or "Usage Report" tab, click the Give Additional eServices to
this Faculty & Staff Member button, and then jump to Step 2.

Chapter 2: Giving eServices to Your Faculty & Staff 22


Step 1 - Select Existing Member

Select the name of the faculty & staff member who you'd like to give additional eServices to
and click the Next button.

Tip: The numbered steps on the left side of the screen can help you keep track of where you are in
the process of giving additional eServices to this member.

Step 2 - Select Additional eServices

Select the additional eServices that you want to give to this faculty & staff member and then
click the Next button. Please note that you will not see the eServices you have
previously given to this person.

To select multiple eServices, just hold down your Ctrl (PC) or Command (Mac) key
while clicking your selections with the mouse.

Step 3 - Confirm

Review the additional eServices you selected for this member.


If the information is correct, click the Confirm button.

Chapter 2: Giving eServices to Your Faculty & Staff 23


If any of the information is incorrect, click the Previous button to go back and make
changes.

Step 4 – Complete

You’ve finished giving additional eServices to this faculty & staff member. At this point, there's
nothing more you need to do in order for this person to be able to access the additional
eServices. The next time this member signs in, the eServices will be available and a message will
appear on his or her homepage.

If you're done giving eServices to your faculty & staff, select Go to Your Homepage and
click the Next button.

If you have other faculty & staff members and want to continue giving them eServices,
select Give eServices to Another Faculty & Staff Member and click the Next button.

The eServices Assistant then asks you who you want to give eServices to.

If you want to give eServices to a faculty & staff member who you’ve never given
eServices to before, select A New Faculty & Staff Member, click the Next button, and
then go to Step 1 on page 16.

If you want to give additional eServices to an existing faculty & staff member, select An
Existing Faculty & Staff Member, click the Next button, and then go to Step 1 on page
23.

Chapter 2: Giving eServices to Your Faculty & Staff 24


Next Steps

In this chapter, we walked you through the process of giving eServices to your new and existing
faculty & staff members. After giving eServices to existing faculty & staff members, there’s
nothing more you need to do to get them started. However, after giving eServices to faculty &
staff members for the first time, you’ll eventually need to:

Instruct Your New Faculty & Staff Members to Get Started (see Chapter 4)
- This will help you send instructions to each new faculty & staff member.
- Each new member will use a unique Activation Code to get his or her eServices
started. Please note that each member will use his or her Activation Code only one time.

Issues to Think About Before Instructing New Faculty & Staff to Get Started

Before you instruct your new faculty & staff members to get started, think about these basic
considerations:

Do you want to instruct members one at a time or in a group?

Now that you've given eServices to your new faculty & staff members, each member
will have to use a unique Activation Code to get started. If you want, you can allow
your members to get started on their own. However, we recommend that you set up a
training session where you can instruct your faculty & staff members all at once. This
will save you a lot of time because you'll be able to guide your members through the
instructions in one sitting, and this will make it easier for them to ask questions and get
answers quickly.

If you want to instruct your new faculty & staff members in a group, be sure to set a
time and invite your members before or soon after you follow the instructions in
Chapter 4. Also, you'll probably want the meeting space to have enough Internet
connections, so your members can actually follow your instructions as you go.

Chapter 2: Giving eServices to Your Faculty & Staff 25


Have the activation dates for your eServices passed?

When you first entered the Activation Code on your welcome card, you set activation
dates for each of your eServices. Since you and your faculty & staff members won't be
able to use the eServices before these activation dates, you'll probably want to wait until
the activation dates pass before you instruct your members to get started. This is
especially true if you plan to instruct members in a group training session. Such a
session would be most productive if you and your faculty & staff members were able to
activate eServices and then actually use the eServices.

Does each faculty & staff member have access to an Internet connection?

To get started, either on their own or in a group training session, each member will need
access to an Internet connection. Also, after getting started, each member will continue to
need an Internet connection to setup his or her classes and to use eServices.

Chapter 2: Giving eServices to Your Faculty & Staff 26


Chapter 3: Giving eServices to Your Classes
This chapter helps you setup eServices for the classes that you teach.

Before You Give eServices to Your Classes

Ask yourself the following questions:

Have you received your welcome card in the mail?


Have you used your Activation Code to activate your eServices?
Have you registered as a new user or signed in?
Have you read "Issues to Think About Before Giving eServices to Your Classes”?

If you answered "No" to any of these questions, see "Chapter 1: Getting Started" for further
guidance. If you answered “Yes” to these questions, you’re ready to follow the instructions in
this chapter.

Chapter Objectives

In this chapter, you'll learn how to:

Give eServices to New Classes (page 22)

- If you teach any classes of your own, this will help you assign specific eServices to
each class.
- When you give eServices to each class, you'll specify information that will help you
and your students recognize the class.
- After you've given eServices to a class, you'll use your complimentary Teacher
Versions, and then you'll instruct the students in the class to get started.

Give eServices to Existing Classes (page 33)

- If you forgot to give certain eServices to certain classes, or if you simply want to give
more eServices to your classes, this will show you what to do.
- After you've given more eServices to an existing class, you will not need to instruct the
students in the class to do anything; the eServices will automatically be available to
them.

Use Your Teacher Versions (page 36)

- After you give eServices to a class, you automatically receive your own personal
copies of the eServices. These personal copies are called Teacher Versions.

Chapter 3: Giving eServices to Your Class 27


- You'll need to use your Teacher Versions before instructing your students to use their
eServices.

Plan Your Next Steps (page 25)

- Before instructing students to join your classes, there are some issue you'll need to
think about.

Giving eServices to New Classes

This section walks you through the process of giving eServices to any classes that you teach. It's
important to understand that you need to follow these steps for each of your new classes; only
after you've given eServices to a class will the students be able to use the eServices. Also, after
you've given eServices to a class, you'll receive Teacher Versions, your own personal copies of
the eServices.

Before you proceed, please make sure you've read "Issues to Think About Before Giving
eServices to Your Classes" in Chapter 1. Also, make sure you have on hand the name, grade, start
date and end date for each of your classes.

Getting the Process Started

If you just activated your eServices:

Click the Get Started link on your homepage.

After you click the Get Started link, your eServices Assistant appears. The eServices
Assistant will walk you through the process of giving eServices to one of your classes.
Select Give eServices to My Classes and then click the Next button.

The eServices Assistant then reminds you about the information you'll need in order to
complete the steps ahead. Please review the information, click the Next button, and
then move on to Step 1.

If you just signed in:

Click the Give eServices to My Classes button on your homepage or anywhere on your
“My Classes” tab.

Chapter 3: Giving eServices to Your Class 28


When the eServices Assistant asks you who you want to give eServices to, select A New
Class and click the Next button. Note: If this is your first time giving eServices to a
class, you won’t see this step.

The eServices Assistant then reminds you about the information you'll need in order to
complete the steps ahead. Please review the information, click the Next button, and
then move on to Step 1.

Step 1 - New Class Information

Enter the name that you'd like to use for this class in the Name field, and select the grade of
the class in the Grade field.

This information will help you distinguish between your classes when managing them
later on. The class name will also help your students identify this class.

Select the Start Date and End Date for this class and then click the Next button.

The start date and end date will help you keep track of the progression of your class.
Also, using the class’ end date, we will let you know when it's time to prepare for your
next term.

Note: You’ll always be able to edit this class information at a later time. See “Editing Your
Classes” in Chapter 7 for more information.

Tip: The numbered steps on the left side of the screen can help you keep track of where you are in
the process of giving eServices to this class.

Step 2 – Select eServices

Chapter 3: Giving eServices to Your Class 29


Select the specific eServices that you want the students in this class to use and then click the
Next button.

To select multiple eServices, just hold down your Ctrl (PC) or Command (Mac) key
while clicking your selections with the mouse.

Note: If any EasyPlanners are available, you'll have the chance to choose one for this class. Only
you will have access to your easyPlanner. Also, please note that you’ll be able to give this class
additional eServices at a later time. Please see “Giving eServices to Existing Classes” on page 33
for more information.

Step 3 - Confirm

Review what you've done so far. Make sure the class name, grade, start date and end date
are correct, and make sure you gave the class the right eServices.

If all of the information is correct, click the Confirm button.

If any of the information is incorrect, click the Previous button to go back and make
changes.

Chapter 3: Giving eServices to Your Class 30


Step 4 – Next Steps

The eServices Assistant then shows you the Activation Code that each student in this class will
use one time to get started, and the eServices Assistant explains what'll happen next.

Please read the information and then click the Next button.

Step 5 – Help Students Join

On this screen, the eServices Assistant explains that you'll eventually have to instruct the
students in this class to use the Activation Code one time to get their eServices started.

Review the different ways that you can send instructions to the students in this class and
then click the Next button.

The method that you use to send instructions to this and other students will depend on
whether you want to instruct students one at a time or in a group. Please see "Chapter
5: Instructing Students to Join Your Classes” for more detailed guidance.

Important: You don't have to send instructions at this moment; you'll always be able to view
and send the instructions at a later time. Also, please note that each student will use the class
Activation code only one time. If you give additional eServices to the class at a later time, your
students will not have to use the Activation Code again to access the additional eServices; they’ll
automatically be available to them.

Chapter 3: Giving eServices to Your Class 31


Step 6 - Complete

You’ve finished giving eServices to this class. Now the eServices Assistant asks you what you'd
like to do next.

If you have other classes and want to continue giving them eServices, select Give eServices
to Another Class and click the Next button.

The eServices Assistant then asks you who you want to give eServices to.

If you want to give to a brand new class, select A New Class, click the Next button, and
then go back to Step 1 on page 29.

If you want to give additional eServices to a class, select An Existing Class, click the
Next button, and then go to Step 1 on page 34.

If you want to go to your homepage, where you can access your Teacher Versions, select
Explore the Teacher Versions of Your eServices, click the Next button, and then see
“Using Your Teacher Versions” on page 36 for further guidance. From your homepage,
you'll also be able to:

- Instruct your students to start using their eServices (see "Next Steps" on page 25)
- Give eServices to your faculty & staff members (see Chapter 2)

Chapter 3: Giving eServices to Your Class 32


Giving eServices to Existing Classes

After you’ve given eServices to a class for the first time, you can always give additional
eServices to the class. Giving additional eServices to a class is a quick and simple process.
Getting started with the additional eServices is very easy for the students in the class, too;
unlike the first time you gave eServices to the class, this time the students won't have to use an
Activation Code or do anything extra to gain access to the additional eServices. The eServices
will automatically be available the next time they sign in.

Getting the Process Started

There are two main places where you can begin to give additional eServices to a class: your
Homepage and the "My Classes" tab.

From your Homepage:

Click the Give eServices to My Classes button.

The eServices Assistant then asks you who you want to give eServices to. Select An Existing
Class, click the Next button, and then move on to Step 1.

From the "My Classes" tab:

Go to the "My Classes" tab.

You'll see a list of your classes on the "Classes" tab. Click the name of the class that you'd
like to give additional eServices to.

On the "My Students" tab or the "eServices Given" tab, click the Give Additional eServices
to this Class button, and then jump to Step 2.

Chapter 3: Giving eServices to Your Class 33


Step 1 - Select Existing Class

Select the name of the class that you'd like to give additional eServices to and then click the
Next button.

Tip: The numbered steps on the left side of the screen can help you keep track of where you are in
the process of giving additional eServices to the class.

Step 2 - Select Additional eServices

Select the additional eServices that you want to give to this class and then click the Next
button. Please note that you will not see the eServices you have previously given to this
class.

To select multiple eServices, just hold down your Ctrl (PC) or Command (Mac) key
while clicking your selections with the mouse.

Note: If any easyPlanners are available, you'll have the chance to choose one for this class. Only
you will have access to your easyPlanner.

Chapter 3: Giving eServices to Your Class 34


Step 3 - Confirm

Review the additional eServices you selected for this class.

If the information is correct, click the Confirm button.

If any of the information is incorrect, click the Previous button to go back and make
changes.

Step 4 – Complete

You’ve finished giving additional eServices to your class. At this point, there's nothing
more you need to do in order for your students to be able to access the additional eServices.
The next time they sign in, the eServices will be available and a message will appear on
their homepages.

If you want to go to your homepage, where you can access the Teacher Versions of your
new eServices, select Explore the Teacher Versions of Your eServices, click the Next
button, and then see “Using Your Teacher Versions” on page 36 for further guidance.

Note: Your students won't be able to use the new eServices until you use the Teacher Versions.

If you have more classes and want to continue giving them eServices, select Give eServices
to Another Class and click the Next button.

The eServices Assistant then asks you who you want to give eServices to.

If you want to give to a brand new class, select A New Class, click the Next button, and
then go to Step 1 on page 29.

Chapter 3: Giving eServices to Your Class 35


If you want to give additional eServices to a class, select An Existing Class, click the
Next button, and then go to Step 1 on page 34.

Using Your Teacher Versions

When you give eServices to a class, you automatically receive your own personal copies of the
eServices. These personal copies are called Teacher Versions.

Your Teacher Versions include everything that your students see but also include additional
teacher functionality. Just like your students' eServices, your Teacher Versions are personalized
for you; each time you sign in, you'll use the exact same Teacher Versions, and they'll include all
the work that you've done in them previously.

When Should You Use Your Teacher Versions?

You can start exploring your Teacher Versions any time after you've given eServices to a
class. However, it's important to note that for each of your classes, you must use each
Teacher Version before the students in the class can use their eServices. If students try to
use a certain eService before you've used the Teacher Version of the eService, they'll be
blocked. To prevent this problem, be sure to use all the Teacher Versions for a class before
instructing students to join the class.

Where to Find Your Teacher Versions

After you've given eServices to a class, your Teacher Versions appear in two places:

Your Homepage The easiest place to find your Teacher Versions is on your homepage.
Your homepage is the first screen to display after you sign in.

Chapter 3: Giving eServices to Your Class 36


The "eServices Given" Tab The Teacher Versions for a specific class can also be found on
the "eServices Given" tab for that class. Go to the "My Classes" tab, click the class name,
and then click the "eServices Given" tab.

How to Use Your Teacher Versions

To use a Teacher Version of an eService from the homepage or the "eServices Given" tab,
simply click the name of the eService. If you have any questions or problems while you're
using your Teacher Version, just access the eService's online help.

Next Steps

In this chapter, we walked you through the process of giving eServices to your new and existing
classes. We also showed you how to use your Teacher Versions.

After giving eServices to an existing class, there’s nothing more you need to do to get your
students started. However, after giving eServices to a class for the first time, you’ll eventually
need to:

Instruct Students to Join Your Classes (see Chapter 5)

- If you setup eServices for any new classes, this will help you send instructions to your
students.
- In a single class, each student will use the same class Activation Code to get his or her
eServices started. Please note that each student will only need to use the Activation
Code one time.

Issues to Think About Before Instructing Students to Join Your Classes

Before instructing students to join your classes, think about these basic considerations:

What is the easiest way to help students join each of your classes?

Each class has a single Activation Code. Each of the students in a class must use this
class Activation Code to join the class. If you want you can allow your students to join a
class on their own. However, we recommend that you help students join a class while the
students are all together and in front of computers. This will save you a lot of time because
you'll be able to guide your students through the instructions in one sitting, and you'll
be able to supervise the students as they create their user accounts.

If you want to instruct the students in a class all at once, you should schedule a class
period for the task. Also, make sure the meeting space has enough Internet connections,

Chapter 3: Giving eServices to Your Class 37


so your students can actually follow your instructions as you go.

Have you used all of your Teacher Versions?

Before instructing students to join a class, make sure you've used the Teacher Version
for each of the class' eServices. If students join the class and then try to use a certain
eService before you've used the Teacher Version of the eService, they'll be blocked. For
more information about using your Teacher Versions, see page 36.

Do the students in your classes have access to Internet connections?

To get started, either on their own or as a class, each student will need access to an Internet
connection. Also, after joining your class, each student will continue to need an Internet
connection to use his or her eServices.

Chapter 3: Giving eServices to Your Class 38


Chapter 4: Instructing New Faculty & Staff Members to
Get Started
After you’ve given eServices to your new faculty & staff members, you’ll need to help them
gain access to their eServices. This chapter will show you how to instruct each new member to
use his or her unique single-use Activation Code and to register as a new user or sign in as a
returning user. Only after following your instructions will a member be able to give eServices to
his or her own classes.

If you want, you can instruct your members to get started one at a time. However, we recommend
that you set up a training session where you can instruct your members all at once. This will save you a
lot of time because you'll be able to guide your members through the instructions in one sitting,
and this will make it easier for your members to ask questions and get answers quickly.

Before You Instruct New Faculty & Staff to Get Started

Ask yourself the following questions:

Have you already given eServices to your faculty & staff members? If not, see Chapter 2.
Have you read "Issues to Think About Before Instructing New Faculty & Staff to Get
Started"? If not, see Chapter 2.

Chapter Objectives

In this chapter, you'll learn how to:

• Instruct One Faculty & Staff Member at a Time (page 40)

- You can instruct faculty & staff members to get started on their own, one at a time.

• Instruct Faculty & Staff Members All at Once (page 42)

- You can setup a training session to instruct your members to get started all at once.

• Plan Your Next Steps (page 45)

- After you’ve instructed your members to get started, you can monitor and manage
them in a number of ways.

Chapter 4: Instructing New Faculty & Staff Members to Get Started 39


Instructing One Member at a Time

Step 1 - Choose an Instruction Method: Print, E-mail, or PowerPoint

There are three different instruction methods you can use to help a faculty & staff member gain
access to eServices: print, e-mail, or PowerPoint. Each instruction method will walk the member
through the process of going to the eServices website and using his or her Activation Code to
get started.

If you want to print instructions and then hand them to the member, go to Step 2a below.

If you want to e-mail instructions to the member, go to Step 2b.

If you want to download a PowerPoint presentation to show to the member, go to step 2c.

Step 2a - Print Instructions

Go to the "Faculty & Staff" tab.

You'll see a list of your faculty & staff members on the "Members" tab. Click the name of the
faculty & staff member you'd like to instruct.

Click the "Instructions" tab.

Click the Print instructions link. A new window displays the member's Activation Code
and the instructions for how to use it.

Select Print from the File menu.

Step 2b - E-mail Instructions

Chapter 4: Instructing New Faculty & Staff Members to Get Started 40


Go to the "Faculty & Staff" tab.

You'll see a list of your faculty & staff members on the "Members" tab. Click the name of the
faculty & staff member you'd like to instruct.

Click the "Instructions" tab.

Click the E-mail instructions link. The "E-mail Instructions to Member" window displays.

The member's e-mail address automatically appears in the E-mail field. Please correct the e-
mail address if it is wrong.

Review the information in the Instructions field. If you'd like to make any changes or
additions to the instructions, simply click in the field and edit the information.

Click the Send E-mail button.

Click the Close button on the confirmation screen that displays.

Step 2c - Download a PowerPoint Presentation of the Instructions

Go to the "Faculty & Staff" tab.

You'll see a list of your faculty & staff members on the "Members" tab. Click the name of the
member you'd like to instruct.

Click the "Instructions" tab.

Click the Download a PowerPoint Presentation link.

Save the PowerPoint presentation to your local hard drive. Before you show the
presentation, you might want to edit it appropriately.

Chapter 4: Instructing New Faculty & Staff Members to Get Started 41


Tip: This method of instruction works best when you instruct your faculty & staff in a group
setting.

Instructing Members All at Once

Step 1 - Schedule a Training Session

Choose a time when you can get all of your faculty & staff members together and reserve a
meeting space that has enough Internet connections for your members; you'll want each
member to follow your instructions as you go.

Step 2 - Invite Your Members to the Training Session

There are a number of ways you can invite your members to the training session. You can tell
each member personally. You can send a memo to the appropriate members. You can also e-
mail each member an invitation (see the second bullet of Step 3 below).

Step 3 - Choose an Instruction Method: Print, E-mail, or PowerPoint

Before you lead the training session, you'll need choose an instruction method. Each instruction
method will walk your faculty & staff members through the process of going to the eServices
website and using their unique Activation Codes to get started.

If you want to print instructions for each faculty & staff member and then pass out the
instructions at the training session, complete Step 2a on page 40 for each member. Each
member’s Activation Code will be included on his or her printout.

If you want to e-mail instructions to your faculty & staff members, who can then print the
instructions and bring them to the training session, complete Step 2b on page 40 for
each member. Each member's Activation Code will be included in his or her e-mail.

Note: Be sure to modify the e-mail message to include the date, time, and location of the training
session. Also, be sure to mention that they should print the instructions and bring them to the
training session.

If you want to download a PowerPoint presentation to show at the training session,


complete Step 2c on page 41. The PowerPoint presentation won't include each
member's Activation Code, so you'll have to gather this information yourself.

Chapter 4: Instructing New Faculty & Staff Members to Get Started 42


Hint: In addition to showing your faculty & staff members the PowerPoint presentation, you
should also consider printing instructions for each member. A member’s printed instructions
will include his or her unique Activation Code, and having this information in front of him or
her during your presentation would be helpful for the member.

Step 4 - Lead the Training Session

When your faculty & staff members come together to learn how to gain access to their eServices,
walk them through the instructions you printed, e-mailed, or downloaded. Be sure to leave
enough time for each person to complete each step before you move on. Also, try to move
around the training space, or recruit assistants to move around the space, so your members can
receive hands-on help if they need it.

Before You Begin

If you printed instructions for your faculty & staff

Be sure to give each faculty & staff member his or her printout. Each person’s printout will
include his or her name and unique Activation Code.

If you e-mailed instructions to your faculty & staff

Make sure each person has the instructions in front of him or her before you begin. Each
person’s e-mail will include his or her unique Activation Code.

If you downloaded the PowerPoint presentation

Make sure each person can see your projection of the presentation.

The Instructions

Walk your faculty & staff members through the following steps during your training session.
Please note that these steps are worded differently than the steps your faculty & staff members
will see on their printouts, e-mails, or in the PowerPoint presentation; whereas these
instructions are addressed to you, the leader of the training, the instructions in the printouts, e-
mails and PowerPoint presentation are addressed directly to your faculty & staff members.

Step 1: Give your faculty & staff members a brief overview of the process that they’ll be
completing. Tell them that they’ll each go online, use a unique Activation Code to get
started, and register as a new user or sign in as a returning user. Then, when they’re
ready, they’ll be able to setup their classes, use their complimentary Teacher Versions,
and instruct students to join their classes online.

Chapter 4: Instructing New Faculty & Staff Members to Get Started 43


Step 2: To get your faculty & staff members started, ask them to go to
http://www.classzone.com/eservices

Note: You might want to ask your members to write down or remember this web address. In the
future, whenever they want to access their eServices, they’ll return to this screen to sign in.

Step 3: Ask them to enter their unique Activation Code in the Activation Code field on the
left half of the screen and to click the Submit button. Please tell your faculty & staff
members that this is the only time they will use their Activation Code.

Note: If you printed or e-mailed instructions to your members, each person’s unique Activation
Code will be at the top of his or her printout or e-mail.

Step 4: If your faculty & staff members have never used eServices before, ask them to click
the Register button on the left half of the screen and then to move on to Step 5.

If your faculty & staff members already have usernames and passwords, ask them to enter
their information, to click the Sign In button on the right half of the screen, and then to
skip to Step 7.

Step 5: Each new visitor will then have to create a user account. Please let your faculty &
staff members know that their personal information will not be used for any marketing
purposes.

Hint: If you want your users to follow a standard for creating usernames, explain the standard
now. For example, you might want your faculty & staff members to use their first names and
last names, or their first initials and last names, as their usernames.

Step 6: Ask each person to review the username and password he or she just created and
to click the Next button. Explain that each person will use his or her username and
password to access eServices from now on.

Step 7: Ask each faculty & staff member to review the eServices that you’ve given to him
or her and to click the Activate button. Each person will then see his or her homepage.

Great! Your faculty & staff members have activated their eServices and registered or
signed in. From here on out, the eService website and eServices Assistant will help them
complete the setup of their eServices whenever they’re ready.

Chapter 4: Instructing New Faculty & Staff Members to Get Started 44


Important: Be sure to ask each person to download the Guide to eServices. This guide,
available from each person’s homepage, contains thorough, step-by-step instructions and many
helpful hints.

Next Steps
In this chapter, we walked you through the process of instructing your new faculty & staff
members to get started with eServices. After following your instructions, your members will be
able to setup their own classes with eServices.

Now you should consider the different ways you can manage and monitor your faculty & staff
members:

• Determine If Faculty & Staff Members Have Activated Their eServices

- After you've instructed your faculty & staff to activate their eServices, you can find out
who has completed the process.

• Expand the Responsibilities of Your Members

- You can assign a faculty & staff member the ability to give eServices to other faculty &
staff, if you didn’t do so when you initially gave eServices to the person.

• Remove eServices from Faculty & Staff Members

- There are a few reasons why you might want to remove an eService from a faculty &
staff member. This will explain the reasons and show you how to do it.

• Delete Faculty & Staff Members

- If you want to delete a faculty & staff member, this will explain the consequences and
show you how to do it.

• Determine Who Members Have Given eServices to

- This will show you how to monitor how your members use their eServices.

Chapter 4: Instructing New Faculty & Staff Members to Get Started 45


Chapter 5: Instructing Students to Join Your Classes
After you've given eServices to a class for the first time, you'll have to instruct your students to
join the class online. This chapter will show you how to instruct each student to use the single-
use class Activation Code and to register as a new user or sign in as a returning user. After
following your instructions, your students will be listed on your online class roster and will
have access to the class’ eServices.

If you want, you can instruct the students in a class to get started one at a time. However, we
recommend that you set up a training session where you can instruct the students in your class all at
once. This will save you a lot of time because you'll be able to guide your students through the
instructions in one sitting, and this will make it easier for your students to ask questions and get
answers quickly.

Before You Instruct Students to Join Your Classes

Ask yourself the following questions:

Have you already given eServices to your classes? If not, see Chapter 3.
Have you used your Teacher Versions? If not, see Chapter 3.
Have you read "Issues to Think About Before Instructing Students to Join Your Classes"? If
not, see Chapter 3.

Chapter Objectives

In this chapter, you'll learn how to:

• Instruct One Student at a Time (page 47)

- You can instruct individual students to join your classes on their own.

• Instruct the Students in a Class All at Once (page 49)

- For each of your classes, you can setup a training session to instruct the students in a
group setting.

• Plan Your Next Steps (page 51)

- After you’ve instructed your students to join, you can monitor and manage your
classes in a number of ways.

Chapter 5: Instructing Students to Join Your Classes 46


Instructing One Student at a Time

Step 1 - Choose an Instruction Method: Print, E-mail, or PowerPoint

There are three different instruction methods you can use to help a student join your class and
gain access to the class' eServices: print, e-mail, or PowerPoint. Each instruction method will
walk the student through the process of going to the eServices website, using the class
Activation Code, and registering as a new user or signing in as a returning user.

If you want to print instructions and then hand them to the student, go to Step 2a below.

If you want to e-mail instructions to the student, go to Step 2b.

If you want to download a PowerPoint presentation and show it to the student, go to step
2c.

Step 2a - Print Instructions

Go to the "My Classes" tab.

You'll see a list of your classes on the "Classes" tab. Click the name of the appropriate class.

Click the "Instructions" tab.

Click the Print instructions link. A new window displays the class Activation Code and the
instructions for the student.

Select Print from the File menu.

Step 2b - E-mail Instructions

Chapter 5: Instructing Students to Join Your Classes 47


Go to the "My Classes" tab.

You'll see a list of your classes on the "Classes" tab. Click the name of the appropriate class.

Click the "Instructions" tab.

Click the E-mail instructions link. The "E-mail Instructions to Class" window displays.

Enter the student's e-mail address in the E-mail field.

Note: If you want to enter more than one e-mail address, be sure to separate each address with a
comma.

Review the information in the Instructions field. If you'd like to make any changes or
additions to the instructions, simply click in the field and edit the information.

Click the Send E-mail button.

Click the Close button on the confirmation screen that displays.

Step 2c - Download a PowerPoint Presentation of the Instructions

Go to the "My Classes" tab.

You'll see a list of your classes on the "Classes" tab. Click the name of the appropriate class.

Click the "Instructions" tab.

Click the Download a PowerPoint Presentation link.

Save the PowerPoint presentation to your local hard drive.

Chapter 5: Instructing Students to Join Your Classes 48


Before you show the presentation to your student(s), open the presentation and edit the
appropriate slides to include the class’ Activation Code.

Re-save the presentation with a new name that helps you identify the student or class that
it is for.

Tip: This method of instruction works best when you want to instruct students in a group
setting.

Instructing the Students in a Class All at Once

Step 1 - Schedule a Training Session

Reserve one class period to walk your students through the instructions. Be sure to ask your
class to meet in a space that has enough Internet connections; you'll want each student to follow
your instructions as you go.

Step 2 - Choose an Instruction Method: Print, E-mail, or PowerPoint

Before you lead the training session, you'll need to choose an instruction method. Each
instruction method will walk your students through the process of going to the eServices
website and using the class Activation Code to gain access to their eServices.

If you want to print instructions for your students and then pass them out during class,
complete Step 2a on page 47. When you print the instructions, be sure to print enough
copies for each student. The class Activation Code will be included on the printouts.

Note: As an alternative to printing or photocopying instructions for each student, you could
just print one copy of the instructions and then create a transparency to use with an overheard
projector.

If you want to e-mail instructions to your students, who can then print the instructions and
bring them to class, complete Step 2b on page 47. The class Activation Code will be
included in the e-mails.

Note: Be sure to modify the e-mail message to include a note to your students, asking them to
print the instructions and bring them to class. Your note should also ask the students to wait
until the training session to follow the instructions.

Chapter 5: Instructing Students to Join Your Classes 49


If you want to download a PowerPoint presentation to show to your class, complete Step
2c on page 48. The presentation will walk your students through the process of joining
your class online. You will need to insert your class Activation Code into the
presentation.

Step 3 - Lead the Training Session

When your students come together to learn how to get started, walk them through the
instructions you printed, e-mailed, or downloaded. Be sure to leave enough time for each
student to complete each step before you move on. Also, try to move around the training space,
or recruit assistants to move around the space, so your students can receive hands-on help if
they need it.

Before You Begin

If you printed instructions for your students


Be sure to give each student a copy of the printout. Each printout will include the class
Activation Code.

If you e-mailed instructions to your students


Make sure each student has the instructions in front of him or her before you begin. Each
student’s e-mail will include the class Activation Code.

If you downloaded the PowerPoint presentation


Make sure each student can see your projection of the presentation.

The Instructions

Walk your students through the following steps during your training session. Please note that
these steps are worded differently than the steps your students will see on their printouts, e-
mails, or in the PowerPoint presentation; whereas these instructions are addressed to you, the
leader of the training, the instructions in the printouts, e-mails and PowerPoint presentation are
addressed directly to your students.

Step 1: Make sure each student is in front of a computer. Ask your students to go to
http://www.classzone.com/eservices

Note: You might want to ask your students to write down or remember this web address. In the
future, whenever they want to access their eServices, they’ll return to this screen to sign in.

Chapter 5: Instructing Students to Join Your Classes 50


Step 2: Ask your students to enter the class Activation Code in the Activation Code field
on the left half of the screen and to click the Submit button. Please note that every
student must enter the same class Activation Code. Please tell your students that this is the
only time they will use the class Activation Code.

Hint: Though each student will have the class Activation Code if you printed or e-mailed
instructions, you might want to write the class Activation Code on a blackboard or in a place
where all the students can see it to ensure that each student uses the exact same class Activation
Code.

Step 3: If your students have never used eServices before, ask them to click the Register button
on the left half of the screen and then to move on to Step 4.

If your students already have usernames and passwords, ask them to enter their information,
to click the Sign In button on the right half of the screen, and then to skip to Step 6.

Step 4: Each new visitor will then have to create a user account. Please let your students
know that their personal information will not be used for any marketing purposes.

Hint: If you want your students to follow a standard for creating usernames, explain the
standard now. For example, you might want your students to use their first names and last
names, or their first initials and last names, as their usernames.

Step 5: Ask each student to review the username and password he or she just created and
to click the Next button. Explain that each student will use his or her username and
password to access eServices from now on.

Each student will then see his or her homepage.

Great! At this point, your students are ready to start using your class’ eServices. If you
want your students to start using eServices right away, ask them to click the eService
names on their homepages.

Next Steps
In this chapter, we walked you through the process of instructing students to join your classes
online. After your students follow your instructions, they’ll be able to start using the eServices
you gave them.

Now you should consider the different ways you can manage and monitor your classes:

Chapter 5: Instructing Students to Join Your Classes 51


• View Your Online Class Rosters

- Eventually, you should view your online class rosters to make sure students have
successfully joined and to check for any problems.

• Remove Students from Your Classes

- There are a number of reasons why you would want to remove a student from a class.
This will explain the reasons and show you how to do it.

• Remove eServices from Your Classes

- There are a few reason why would want to remove an eService from a class. This will
explain the reasons and consequences and show you how to do it.

• Edit Your Classes

- You can always change the name, grade , start date and end date of a class.

• Delete Your Classes

- There are a few reason why would want to delete a class. This will explain the reasons
and consequences and show you how to do it.

• Change Students' Inappropriate Usernames

- If any students create inappropriate usernames, you can instruct them to change the
usernames.

• Clean Up Your Classes at the End of a Term

- This will show you what to do when your classes end.

Chapter 5: Instructing Students to Join Your Classes 52


Chapter 6: Managing Your Faculty & Staff
After you’ve given eServices to other faculty & staff members, there are many ways you can
monitor and manage their use of eServices.

Before You Manage Your Faculty & Staff

Ask yourself the following questions:

Have you already given eServices to your faculty & staff members? If not, see "Chapter 2:
Giving eServices to Your Faculty & Staff”.
Have you already instructed your members to activate their eServices? If not, see "Chapter
4: Instructing Faculty & Staff Members to Get Started".

Chapter Objectives

In this chapter, you'll learn how to:

Determine If Faculty & Staff Members Have Activated Their eServices (page 55)

- After you've instructed your faculty & staff to activate their eServices, you can find out
who has completed the process.

Expand the Responsibilities of Your Members (page 55)

- You can assign a faculty & staff member the ability to give eServices to other faculty &
staff.

Remove eServices from Faculty & Staff Members (page 56)

- There are a few reasons why you might want to remove an eService from a faculty &
staff member. This will explain the reasons and show you how to do it.

Delete Faculty & Staff Members (page 57)

- If you want to delete a faculty & staff member, this will explain the consequences and
show you how to do it.

Determine Who Your Faculty & Staff Members Have Given eServices to (page 58)

- This will show you how to monitor how your members use their eServices.

Chapter 6: Managing Your Faculty & Staff 54


Determining If Members Have Activated Their eServices

At some point after you've given eServices to your faculty & staff members and instructed them
to get started, you should make sure each member has used his or her activation code.

Go to the "Faculty & Staff" tab. You'll see a list of the members you've given eServices to on
the "Members" tab.

For each member, look in the "Active Since" column.

If the member has activated his or her eServices, a date will appear in the column.

If the member has not activated his or her eServices, "Not Active" will appear in the
column. For information on how to instruct a member to use his or her activation code,
see Chapter 4.

Expanding the Responsibilities of Your Members

All faculty & staff members automatically are able to give eServices to their own classes.
However, you have to assign members the special ability to give eServices to other faculty &
staff. Assigning a member this ability designates the member a "point person” who can share
your responsibility of giving other faculty & staff access to eServices.

When you initially gave eServices to a member, you defined the member's responsibilities.
However, if you didn't give him or her permission to give eServices to other faculty & staff
members, you can always do so at a later time.

To give a member permission to give eServices to other faculty & staff members:

Go to the "Faculty & Staff" tab.

Chapter 6: Managing Your Faculty & Staff 55


You'll see a list of your faculty & staff members on the "Members" tab. Click the name of the
appropriate member.

Click the "Usage Report" tab.

Under "Faculty & Staff This Member Has Given eServices to," click the Give Permission
link.

Once you've completed these steps, the next time the member signs in, he or she will
have the ability to give eServices to other faculty & staff members. Also, the member
will see the “Faculty & Staff” tab on his or her homepage.

Removing eServices from Faculty & Staff Members

There are a few reasons why you might want to remove an eService from a faculty & staff
member. The member might not be using the eService anymore, or you might've given the
eService to the member accidentally.

Important: Whatever the reason for your wanting to remove an eService from a member, you should be
very cautious. When you remove an eService, other people could be affected. By taking an eService away
from a member, you'll also be taking the eService away from the member's students. In addition, if the
member gave eServices to any other faculty & staff members, those members will also lose access to the
eService.

Before You Remove an eService from a Member

Before you remove an eService from a member, you should find out if any other faculty &
staff members or students will be affected by your decision. See "Determining Who Your
Faculty & Staff Members Have Given eServices to" on page 58 for more information.

Note: Once you remove any of the member's eServices, any students using the eServices will no
longer have access.

To Remove an eService

Go to the "Faculty & Staff" tab.

You'll see a list of your faculty & staff members on the "Members" tab. Click the name of the
appropriate member.

Chapter 6: Managing Your Faculty & Staff 56


You'll then see a list of the member's eServices on the "eServices Given" tab. Click the
remove link beside the eService you'd like to take away from the member.

A confirmation message will appear.

If you want to complete the removal of this eService from the member, click the
Complete button.

If you want to cancel the removal of the eService from the member, click the Cancel
button.

Deleting Faculty & Staff Members

When you delete a faculty & staff member, the member’s eServices and the member’s classes
are completely removed from the eServices system.

Important: Please note that when you delete a member, other people could be affected. If the member gave
eServices to any classes, the students in those classes will lose the eServices. Also, if the member gave
eServices to any other faculty & staff members, the members will lose the eServices and, likewise, anyone
the members gave the eServices to will lose them.

Before You Delete a Faculty & Staff Member

Before you delete a member, you should find out if any other faculty & staff members or
students will be affected by your decision. See "Determining Who Your Faculty & Staff
Members Have Given eServices to" on page 58 for more information.

To Delete a Faculty & Staff Member

Chapter 6: Managing Your Faculty & Staff 57


Go to the "Faculty & Staff" tab.

You'll see a list of your faculty & staff members on the "Members" tab. Click the name of the
appropriate member.

Click the Delete Member link above the "eServices Given" tab, "Usage Report" tab, or
"Instructions" tab.

A confirmation message will appear.

If you want to complete the deletion of the member, click the Complete button.

If you want to cancel the deletion of the member, click the Cancel button.

Determining Who Your Faculty & Staff Members Have Given eServices to

After you've given eServices to a faculty & staff member, you can monitor how the member
uses them. If the member teaches any classes, you can determine exactly which classes he or she
has given the eServices to. Also, if the member has given eServices to any other faculty & staff
members, you can see information about those other members.

Note: Determining who a member has given eServices to is especially important before you
decide to delete a member or remove an eService from a member. Here's the reason: If a member
has given eServices to other faculty & staff members or to any classes, those members and
students will lose access to the eServices when you delete the member or take the eServices away
from the member.

To determine who a member has given eServices to:

Go to the "Faculty & Staff" tab.

You'll see a list of your faculty & staff members on the "Members" tab. Click the name of the
appropriate member.

Click the "Usage Report" tab.

Chapter 6: Managing Your Faculty & Staff 58


On the "Usage Report" tab, you'll see information about each class the member has given
eServices to. If applicable, you'll also see information about the other faculty & staff members he
or she has given eServices to.

Note: To find out exactly which eServices the member gave to a class or to another member, click the class
name or member name, and then click the "eServices Given" tab on the window that displays.

Chapter 6: Managing Your Faculty & Staff 59


Chapter 7: Managing Your Classes
After you've given eServices to the classes that you teach, there are a number of ways you can
manage and monitor them.

Before You Manage Your Classes

Ask yourself the following questions:

Have you already given eServices to your classes? If not, see "Chapter 3: Giving eServices
to Your Classes."
Have you already instructed your students to join your classes? If not, see "Chapter 5:
Instructing Students to Join Your Classes.”

Chapter Objectives

In this chapter, you'll learn how to:

View Your Online Class Rosters (page 61)

- Eventually, you should view your online class rosters to make sure students have
successfully joined and to check for any problems.

Remove Students from Your Classes (page 62)

- There are a number of reasons why you would want to remove a student from a class.
This will explain the reasons and show you how to do it.

Remove eServices from Your Classes (page 63)

- There are a few reason why would want to remove an eService from a class. This will
explain the reasons and consequences and show you how to do it.

Edit Your Classes (page 64)

- You can always change the name, grade , start date and end date of a class.

Change Students' Inappropriate Usernames (page 65)

- If any students create inappropriate usernames, you can instruct them to change the
usernames.

Chapter 7: Managing Your Classes 60


Clean Up Your Classes at the End of a Term (page 65)

- This will show you what to do when your classes end.

Delete Your Classes (page 66)

- There are a few reason why would want to delete a class. This will explain the reasons
and consequences and show you how to do it.

Viewing Your Online Class Rosters

At some point after you've given eServices to a class and instructed the students to join online,
you should view your online class roster to make sure students have successfully joined and to
check for any problems.

Click the class name on your homepage or on the "My Classes" tab.

You'll then see the "My Students" tab, which contains your online class roster. Any students
listed on this tab have successfully joined your class.

Note: If you need to help other students join, or if you haven't yet instructed this class to join
online, see "Chapter 5: Instructing Students to Join Your Classes."

Checking Your Online Class Roster for Problems

You should periodically check your online class roster for the following problems:

Chapter 7: Managing Your Classes 61


Students listed on your roster more than once

If a student uses the class Activation Code more than once, he or she will have joined the
class multiple times, will have multiple usernames and passwords, and will have too
many of the class' eServices. You should remove all but one listing for the student. See
"Removing Students from Your Classes" on page 62.

Note: Before removing extra listings for a student, determine which username and
accompanying eServices the student uses most.

Students who left your class but are still listed on your roster

When a student leaves one of your classes, you should remove the student. See "Removing
Students from Your Classes" on page 62.

Students who shouldn't have joined your class

Some students not in your class may get a hold of the class Activation Code and
accidentally join your class. If you find such a student listed, you should remove the
student. See "Removing Students from Your Classes" on page 62.

Note: It's important to remove a student who shouldn't be in your class or who left your class
because it will free up eServices for other students.

Removing Students from a Class

When you remove a student from a class, the student is taken off your online class roster and
the student's eServices and work for your class are completely deleted. As a result, the student
will no longer see your class or your class' eServices listed on his or her homepage.

Why You Would Want to Remove a Student

A student is listed on your online class roster more than once.

A student who left your class is still listed on your online class roster.

A student who doesn’t belong in your class is listed on your online class roster.

Chapter 7: Managing Your Classes 62


Note: For more detailed information about these class roster problems, see “Checking Your
Online Class Rosters for Problems” on page 61.

Before You Remove a Student from a Class

If the student has left your school or is no longer using eServices, you should proceed to remove
him or her from your class.

To Remove a Student

On your homepage or "My Classes" tab, click the name of the class that includes the student
you want to remove.

You'll then see the "My Students" tab, which contains your online class roster. Click the
remove link beside the name of the student you want to remove from the class.

A confirmation message will appear.

If you want to complete the removal of the student from the class, click the Complete
button.

If you want to cancel the remove of the student, click the Cancel button.

Removing eServices from Your Classes

There are a few reasons why you might want to remove an eService from a class. The class
might not be using the eService anymore, or you might've given the eService to the class
accidentally.

Important: Whatever the reason for your wanting to remove an eService from a class, you should be very
cautious. By taking an eService away from a class, you'll actually be taking the eService away from the
students in the class. This means that the students will lose any work they've done with the eService.
Also, when you remove an eService, you lose access to your Teacher Version of the eService.

On your homepage or "My Classes" tab, click the name of the appropriate class.

Click the "eServices Given" tab.

You'll then see a list of the class' eServices. Click the remove link beside the eService you'd
like to remove from the class.

Chapter 7: Managing Your Classes 63


A confirmation message will appear.

If you want to complete the removal of the eService from the class, click the Complete
button.

If you want to cancel the removal of the eService, click the Cancel button.

Editing Your Classes


You can change the name, grade, start date and end date of a class.

There are a few reasons why you might want to change this information. When a class ends,
you might want to setup the class for the next term. Rather than deleting the class and then
giving eServices to a new class, you could just change the name, grade, start date or end date of
the class. Another possibility is that you might simply want to make a correction in the class'
name, grade, start date or end date.

On your homepage or "My Classes" tab, click the name of the class that you want to edit.

Click the Edit Class link above the "My Students" tab, "eServices Given" tab, or
"Instructions" tab. The Edit Existing Class window displays.

Edit the class Name, Grade, Start Date, or End Date and then click the Submit button.

If you change the class name, the new name will appear on your homepage and on
your "My Classes" tab.

Chapter 7: Managing Your Classes 64


If you the grade of the class, the new grade will appear on the "My Classes” tab.

If you change the class end date, we will use the new date to let you know when it's
time to prepare for your next term.

Changing Students’ Inappropriate Usernames

If you notice that a student has created an inappropriate username, you can instruct the student
to change it.

Ask the student to sign in to eServices using his or her current username and password.

Ask the student to click the My Account link on his or her homepage.

Ask the student to enter a new username in the Username field.

Note: The student's username must be at least 6 characters long and can't include any spaces.
For example, "Chris" would not work as a username, but "ChrisJ" would.

Ask the student to click the Submit button at the bottom of the screen.

After completing these steps, the student will have to use the new username and the
existing password to access his or her eServices. Also, you'll notice the student's new
username on your online class roster (see "Viewing Your Online Class Rosters" on page
61).

Cleaning Up Your Classes at the End of the Term

When your classes end, you should consider deleting your classes or setting them up for the
next term.

Setting Up a Class for the Next Term

If you plan to teach a class again during the next term, it's easiest for you to edit elements of the
class rather than delete the class and give eServices to a new one. This also will allow you to
keep your Teacher Versions. Here's what you should do:

Remove students from the class roster (see page 62)


This will free-up eServices for your incoming students.

Chapter 7: Managing Your Classes 65


Edit the class name, grade, start date, and end date (see page 64)
You'll want to give the class a meaningful name so you and your students can recognize
it. You'll also want to reset the start date and end date to apply to the new class.

Make sure the eServices are right for the new class
If you need to remove any eServices from the class, see page 63. If you need to give the
class any additional eServices, see “Giving eServices to Existing Classes” in Chapter 3.

Instruct the new students to use the class activation code (see Chapter 5)
Whenever you want the new students to join the class, you'll simply have to ask them
to use the class activation code.

Deleting a Class at the End of the Term

If a class ends and you don't plan to teach it again in the near future, you should delete the
class. However, before deleting a class, there are some important issues to consider. Please read
"Deleting Your Classes" below.

Deleting Your Classes

When you delete a class, all information about the class is completely removed from the
eServices system. The class will no longer appear on your homepage or on your students'
homepages. As a result, you and your students will no longer have access to the class' eServices.

Why You Would Want to Delete a Class

The class is over and you will not be teaching the class again in the future.

You gave eServices to the class accidentally.

To Delete a Class

On your homepage or "My Classes" tab, click the name of the class that you want to edit.

Click the Delete Class link above the "My Students" tab, "eServices Given" tab, or
"Instructions" tab.

A confirmation message will appear.

If you want to complete the deletion of the class, click the Complete button.

If you want to cancel the deletion of the class, click the Cancel button.

Chapter 7: Managing Your Classes 66


Chapter 8: Maintaining Your eServices
After you've purchased eServices and given them to your faculty & staff members and/or your
classes, you should monitor and manage the eServices to ensure their smooth and continuous
use.

Before You Maintain Your eServices

Ask yourself the following questions:

Have you already given eServices to your faculty & staff and/or to your classes? If not, see
"Chapter 2: Giving eServices to Your Faculty & Staff” and “Chapter 3: Giving eServices
to Your Classes.”
Have you already instructed your faculty & staff to get started? If not, see "Chapter 4:
Instructing Faculty & Staff Members to Get Started.”
Have you already instructed students to join your classes? If not, see “Chapter 5:
Instructing Students to Join Your Classes.”

Chapter Objectives

In this chapter, you'll learn how to:

View Detailed Information About Your eServices (page 77)

- You can determine how many eServices are currently available for use and you can
determine when your eServices will expire.

Determine What to Do If eService Amounts Are Low (page 78)

- After determining how many eServices are available, if the numbers are low, this will
show you what to do.

Renew Your eServices (page 79)

- To keep your eServices running smoothly, you’ll have to renew your eServices before
they expire.

Order Additional eServices (page 80)

- You can find out more about the range of eServices offered by McDougal Littell.

Chapter 8: Maintaining Your eServices 76


Viewing Detailed Information About Your eServices

At any time, you can view detailed information about each of your eServices. You can see the
overall number of eServices that are in use and that are still available to be used. You can see
how many different purchases of an eService you've made. You can see exactly when the
eServices in a purchase will expire.

Determining How Many eServices Are Available or In Use

You can determine how many copies of a particular eService are being used by students and
how many are still available for use by other students. Monitoring this information can help
you make sure you have enough copies of an eService for your students. Please note that
teachers don’t affect these numbers; their Teacher Versions of eServices are additional and
complimentary.

Go to the "Faculty & Staff" tab.

Click the "Available eServices" tab.

On the "Available eServices" tab, you'll see each of your eServices listed. For each
eService, you'll see the number of copies that are not being used and the number of
copies that are currently being used by students.

Note: If the amount of copies available for use are low and you're worried that some students
might be negatively affected, read "Determining What to Do If eService Amounts Are Low" on
page 78.

To view even more detailed information about the amounts of a particular eService, click
the view detail link beside the eService.

You'll see information about each purchase you made of the particular eService. The
Quantity column shows you the total number of copies you obtained in each purchase.
For each purchase, the In Use column shows you the number of copies being used.

Determining When Your eServices Will Expire

Every once in a while, you should check to see when your eServices will expire. Reviewing this
information can help you better prepare for the renewal process.

Go to the "Faculty & Staff" tab.

Chapter 8: Maintaining Your eServices 77


Click the "Available eServices" tab.

To view when a particular eService will expire, click the view detail link beside the
eService. You'll then see information about each purchase you made of the particular
eService.

When you activated the eServices in each purchase, you set a particular activation date,
which defined exactly when the eServices could start being used. The activation date
also defined when the eServices will eventually expire.

The date on which the eServices in each purchase will expire is listed in the Expiration
Date column. If any of your expiration dates are approaching, you should start thinking
about renewal. See "Renewing Your eServices" on page 79 for more information.

Determining What to Do If eService Amounts Are Low

After determining how many copies of an eService are still available for use (see page 77 for
instructions on how to do this), you may discover that the number is low. If so, you should
work through the following steps.

Figure out how many more students will need to use the eService
If you purchased just enough copies to accommodate your students, you don't need to
take any action. However, if you realize that you have more students than available
copies of the eService, there are a few things you can do.

Encourage your members to check their online class rosters


There are some problems that could be causing copies of the eService to be unavailable.
For example, if a student joins a class more than once, he or she will have multiple
copies of the class' eServices. If such problems exists on a member's class roster, the
member should remove extra listings of a student to free-up copies of the eService. For
more information about how to spot these problems on a class roster, see Chapter 7.

Note: If you want, you can check each member's online class roster yourself. For more
information, see "Determining Who Faculty & Staff Members Have Given eServices to" in
Chapter 6.

Encourage your members to delete old classes


If any members have not deleted old classes or cleaned up the rosters for old classes,
some eServices might be unnecessarily unavailable. For more information about
cleaning up old class rosters, see Chapter 7.

Chapter 8: Maintaining Your eServices 78


Note: If you want to check this information yourself, see "Determining Who Members Have
Given eServices to" in Chapter 6.

If the above steps don't help free-up any copies of the eService:

Consider ordering additional copies of the eService


See "Ordering Additional eServices" on page 80 for more information.

Renewing Your eServices

When it's time to renew your eServices, a message and a link will appear on your homepage.
This message and link will appear sixty days before one of your eServices will expire, and it will
occasionally reappear before and then after the expiration date. If you follow the link, you'll
learn exactly when your eServices will expire and what you'll need to do to renew them.
However, you can read this section to get a head start on learning what to do when your
eServices are about to expire.

Determine exactly when eServices will expire


Before you renew your eServices, you should know exactly when they'll expire. If you
made multiple purchases of eServices, or if you set different activation dates for the
eServices within a single purchase, your eServices will expire at different times. If you
know this, however, you can make your job easier by taking care of all upcoming
renewals at the time of your earliest renewal.

Determine how many eServices to renew


Before calling to renew your eServices, you should determine how many students you'll
have in the upcoming term.

If your current number of eServices is too small for the number of incoming students,
you should consider ordering additional eServices (see page 80 for more information).

If you have too many eServices for the number of incoming students, you might want
to consider reducing the number of eServices you renew.

Contact your sales representative to renew your eServices


When you're ready to renew your eServices or purchase additional eServices, call
McDougal Littell’s customer service department at 1-800-462-6595 or visit
http://www.mcdougallittell.com/state to find your state’s sales representative.

What Happens When You Don't Renew

Chapter 8: Maintaining Your eServices 79


When an eService expires, you and your users will lose access to the eService. For thirty
days, the eService will remain listed on your and your users' homepages, but no one will be
able to use the eService.

If you renew the eService within thirty days of expiration, you and your students will be able to
keep your personalized copies of the eService.

If you don't renew the eService within thirty days of expiration, the eService will be removed
from your and your user's homepages, and all personalized copies of eServices, with
teachers' and students' work, will be deleted.

Ordering Additional eServices

If you find that you haven't ordered enough eServices for your students, you can always order
more. Likewise, if you're interested in eServices that you're not currently using, you can find
out more about the range of eServices offered by McDougal Littell.

Purchasing More eServices that You're Already Using

To purchase additional eServices, contact McDougal Littell’s customer service department at 1-


800-462-6595 or visit http://www.mcdougallittell.com/state to find your state’s sales
representative. Be sure to know which eService you want to order and the length of the license
term (i.e. 1 year, 2 years, 3 years, etc.).

Learning More About the eServices Offered by McDougal Littell

If you're interested in learning more about the different types of eServices offered by McDougal
Littell, you can get some hands-on experience by viewing demos.

Go to http://www.classzone.com/eservices.

The three different types of eServices appear across the bottom of the screen: EasyPlanner
Plus Online, eEdition Plus Online, and eTest Plus Online.

To view an online demo of a particular type of eService, click the View Demo button
below the eService description.

Chapter 8: Maintaining Your eServices 80


Purchasing New eServices

Once you've had a chance to consider the different types of eServices offered by McDougal
Littell, you can place an order by calling McDougal Littell’s customer service department at 1-
800-462-6595, or you can visit http://www.mcdougallittell.com/state to find your state’s sales
representative.

Chapter 8: Maintaining Your eServices 81


Chapter 9: Managing Your User Account
After you've started using the eService website, you might need an occasional reminder about
how to access or leave the site. Also, at some point you might want to change some of the
personal information in your account.

Chapter Objectives

In this chapter, you'll learn how to:

Sign In (page 82)

- Each time you want to use your eServices or manage your classes or faculty & staff
members, you'll have to sign in with your username and password.

Sign Out (page 83)

- Whenever you're done using the eServices website, you'll have to sign out.

Edit Your Account Information (page 83)

- At some point, you might want to change your username or the personal information
in your account.

Change Your Password (page 84)

- If you're having trouble remembering your password, we can help you change it.

Signing In

Whenever you want to access the eServices website, you have to sign in with your username
and password. With this information, we can determine exactly who you are, so we can match
you up with your personalized eServices.

Go to http://www.classzone.com/eservices. The eServices entry page will display.

Enter your username in the Username field on the right side of the screen.

If you can't remember your username, look back at the e-mail we sent you when you
registered. The e-mail contains your username. If you can't find the e-mail, contact our

Chapter 9: Managing Your User Account 82


technical support hotline at 1-800-727-3009 or send an e-mail message to
mcdougal@hudsonsoft.com.

Enter your password in the Password field on the right side of the screen.

If you can't remember your password, look back at the e-mail we sent you when you
registered. If you can't find the e-mail, click the Forgot your password? link and then
look on page 84 for further directions.

Note: Please be sure to enter your username and password in the correct fields. You do not have
to use the Activation Code field to sign in. You only use the Activation Code field the very first
time you start to use eServices.

If you want the computer to remember your Username so you won't have to enter it again
the next time you sign in, click the Remember my Username radio button. This option
is helpful if you're using a computer that only you use for eServices.

If you don't want the computer to remember your Username, click the This is a
public/shared computer - don't remember me radio button. It's important to select this
option if you're using a computer that others also use for eServices.

Click the Sign In button.

If you've provided the correct username and password, you'll be taken to your
homepage. However, if there are any problems with the username or password you
entered, you'll receive an error message. Please follow the instructions that appear.

Signing Out

To protect your eServices from being used by others, you should always sign out when you're
finished using your eServices. If you don't sign out, the next person to use your computer might
be able to access your personal information and your eServices.

To sign out, just click the Sign Out link on the upper right-hand corner of any of the tabs
on your eServices website.

Editing Your Account Information

When you first started using eServices, you created your user account. You specified your title,
first name, last name, e-mail address, zip code, username, password, and secret question and
answer. If you ever want to change any of this information, just follow these instructions.

Chapter 9: Managing Your User Account 83


Click the My Account link on the upper right-hand corner of any of the tabs on your
eServices website.

On the "My Account" screen, edit your personal information, your username, or your secret
question and answer. If you change your username, be sure to create a username that's
at least six characters and that doesn’t include any spaces.

Note: You can't change your password on the "My Account" screen. For instructions on how
to change your password, see the next section.

Changing Your Password

Each time your sign in to use eServices, you have to provide your username and password. This
information helps us identify you and match you up with your personalized eServices.

If you're having trouble remembering your password, or if you forget your password and can't
get to your eServices, just follow these steps.

Getting the Process Started

Go to http://www.classzone.com/eservices. The eServices entry page will display.

Click the Forgot Your Password? link below the Username and Password fields.

Step 1 - Enter Your Username

Enter the username that you use to access your eServices in the Username field.

If you don't remember your username, please look at the e-mail we sent you when you
registered. The e-mail includes your username. If you can't find the e-mail, please
contact us. Under the “Help” tab you will find the “Contact Us” link.

Tip: The numbered steps on the left side of the screen can help you keep track of where you are in
the process of changing your password.

Chapter 9: Managing Your User Account 84


Step 2 - Answer Your Secret Question

When you created your account, you chose to be asked a secret question if you forget your
password. Please answer enter the answer to your secret question in the Your Answer
field.

Step 3 - Create a New Password

Think of a new password and enter it in the New Password field. You'll use this new
password, along with your existing username, to access your eServices from now on, so
please choose your password carefully.

Note: Your password needs to be at least six characters long and can't include any spaces. For
example, "jbs 76" would not work as a password, but "jbs_76" would.

Enter the exact same password in the Re-enter Password field.

Chapter 9: Managing Your User Account 85


Step 4 - Complete

• You've finished creating a new password. From now on, you'll use your new
password, along with your existing username, to access your eServices.
Please be sure to write down your new password and store it in a safe place.

Chapter 9: Managing Your User Account 86


Appendix I: Common Terms and Definitions
This appendix lists and defines many of the common terms you’ll encounter in this manual and
on the eServices website. The terms are listed in alphabetical order.

Activation Code You, your faculty & staff, and your students all
use Activation Codes to get started with eServices.

You use your Activation Code to access and start


setting up your institution’s eServices for the first
time. Your Activation Code is printed on the
welcome card that was sent to your institution
after your institution purchased eServices. For
more information about using your Activation
Code, see “Chapter 1: Getting Started.”

Each faculty & staff member uses a different


Activation Code to gain access to the eServices
that you give him or her.

Each student in a class uses the same class


Activation Code to gain access to the eServices
you give to the class.

Activation Date After you use your Activation Code to access your
eServices for the first time, you set an activation
date for each eService in your order. The
activation date for an eService specifies exactly
when you and your users can begin using the
eService. For more information about activating
your eServices, see “Chapter 1: Getting Started.”

Active Since The “Active Since” column on the “Faculty &


Staff” displays the dates on which a faculty & staff
member first activated the eServices that you gave
to him or her. If a member has not yet activated
his or her eServices, “Not Active” will appear in
this column. For more information about
determining if members have activated their
eServices, see “Chapter 6: Managing Your Faculty
& Staff.”

“Available eServices” tab The “Available eServices” tab lists the eServices

Appendix I: Common Terms & Definitions 87


that you can give to your faculty & staff or to your
classes.

Class You can setup your classes so that the students in


the classes can use certain eServices. For more
information, see “Chapter 3: Giving eServices to
Your Classes.”

Class Clean-up When a class ends, there are a number of steps


you can take to get ready for the next term. For
more information, see “Cleaning Up Your Class at
the End of a Term” in Chapter 7.

End Date The end date is the day on which a class is


scheduled to end. When you give eServices to a
class, you set the class’ end date. Using the end
date that you provide, we remind you to clean-up
the class and get ready for your next term, when
the time comes. For more information about
setting up classes, see “Chapter 3: Giving
eServices to Your Classes.”

eServices McDougal Littell eServices are online products


that enhance and individualize teachers’ and
students’ educational experiences. For more
information about the specific types of eServices,
see Chapter 1.

eServices Assistant The eServices Assistant is an online helper who


walks you through various tasks, such as giving
eServices to users.

“eServices Given” tab For a class, the “eServices Given” tab shows you
the eServices you and your students use for the
class. For a faculty & staff member, this tab lists
the eServices you have given to the member.

eServices Tips The eServices Tips are listed on the right side of
your homepage. They offer some brief but
insightful answers to questions that you might
have.

Faculty & Staff Member A faculty & staff member is a teacher or

Appendix I: Common Terms & Definitions 88


administrator who uses eServices. For more
information about setting up faculty & staff to use
eServices, see “Chapter 2: Giving eServices to
Your Faculty & Staff.”

“Faculty & Staff” tab The “Faculty & Staff” tab gives you an overview
of the faculty & staff members you've given
eServices to. On this tab, if you want to view more
detailed information about a faculty & staff
member, just click on the person's name.

“Help” tab The “Help” tab offers you in-depth assistance on


using the various aspects of the eServices website.

Homepage or “Home” tab Your homepage, also known as your “Home” tab,
is where you land each time you sign in to use
eServices.

Institution When you give eServices to a faculty & staff


member, you specify the member’s institution.
This information is then listed with the member’s
name on the “Faculty & Staff” tab. For more
information about giving eServices to faculty &
staff, see “Chapter 2: Giving eServices to Your
Faculty & Staff.”

“Instructions” tab For a class, the “Instructions” tab shows you how
you can instruct your students to join the class
online. For a faculty & staff member, this tab
shows you how you can instruct the member to
activate the eServices you’ve given him or her.

Member Responsibility When you give eServices to a faculty & staff


member, you also specify whether the member
will have the ability to give eServices both to
faculty & staff and to classes, or whether the
member will just be able to give eServices to
classes. For more information about giving
eServices to faculty & staff, see “Chapter 2: Giving
eServices to Your Faculty & Staff.”

My Account The “My Account” link is located on the top right


corner of your homepage. Whenever you want to

Appendix I: Common Terms & Definitions 89


view or edit your personal information or your
username, click this link. For more information,
see “Editing Your User Account” in Chapter 9.

“My Classes” tab The “My Classes” tab shows you general
information about the classes that you've set up.
On this tab, if you want to view more detailed
information about a class, just click the Class
Name.

“My Students” tab The “My Students” tab contains the online class
roster for a class.

Password You sign in with a username and password each


time you want to access your eServices. You create
your username and password when you first
register to use eServices. For more information
about registering for the first time, see “Chapter 1:
Getting Started.” For more general information
about your username and password, see “Chapter
9: Managing Your User Account.”

Sign In Each time you want to use your eServices, you


need to sign in with your username and
password. For more information, see “Signing In”
in Chapter 9.

Sign Out The “Sign Out” link is located on the top right
corner of your homepage. Whenever you’re done
using your eServices, you should click this link.
This prevents others from accessing your
eServices and personal information. For more
information, see “Signing Out” in Chapter 9.

“Usage Report” tab The “Usage Report” tab shows you who a faculty
& staff member has given eServices to.

Username You sign in with a username and password each


time you want to access your eServices. You create
your username and password when you first
register to use eServices. For more information
about registering for the first time, see “Chapter 1:
Getting Started.” For more general information

Appendix I: Common Terms & Definitions 90


about your username and password, see “Chapter
9: Managing Your User Account.”

Appendix I: Common Terms & Definitions 91


Appendix II: Technical Requirements
System requirement listed are designed for optimal performance. Please contact your
technology administrator for more information, or contact the McDougal Littell Technology
Hotline.

Note: To properly work with online materials, all content through the host domain, including graphics
and multimedia files such as Shockwave movies, must be permitted through the system content filters and
firewalls. Teachers and students must be able to submit data forms to the domain from classroom or lab
computers. Please contact your system administrator or the McDougal Littell Technology Hotline for
more information.

Windows

eEdition Plus EasyPlanner Plus


Product Online eTest Plus Online Online
Processor Pentium based Pentium based Pentium based
processor processor processor
Operating 95, 98, 2000 95, 98, 2000 95, 98, 2000
System ME, NT ME, NT ME, NT
RAM 32 MB RAM 32 MB RAM 32 MB RAM
Hard Disk 5 MB 5 MB 5 MB
Other Display with 16-bit Display with 16-bit Display with 16-bit
color and 800 x 600 color and 800 x 600 color and 800 x 600
resolution resolution resolution
Internet connection Internet connection Internet connection
at 56.6 bps or at 56.6 bps or at 56.6 bps or
higher higher higher
Internet Explorer Internet Explorer Internet Explorer
5.0 or Netscape 5.0 or Netscape 5.0 or Netscape
Navigator 4.76 or Navigator 4.76 or Navigator 4.76 or
higher higher higher
JavaScript and JavaScript and JavaScript and
cookies cookies cookies
Macromedia Flash Macromedia Flash Macromedia Flash
6.0 6.0 6.0
Shockwave 8.5.1 Shockwave 8.5.1 Shockwave 8.5.1
QuickTime 6.0 QuickTime 6.0 QuickTime 6.0
Sound card Sound card Sound card

Appendix II: Technical Requirements 92


Macintosh

eEdition Plus EasyPlanner Plus


Product Online eTest Plus Online Online
Processor Power PC or higher Power PC or higher Power PC or higher
Operating OS 8.0 or later OS 8.0 or later OS 8.0 or later
System
RAM 32 MB RAM 32 MB RAM 32 MB RAM
Hard Disk 5 MB 5 MB 5 MB
Other Display with 16-bit Display with 16-bit Display with 16-bit
color and 800 x 600 color and 800 x 600 color and 800 x 600
resolution resolution resolution
Internet connection Internet connection Internet connection
at 56.6 bps or at 56.6 bps or at 56.6 bps or
higher higher higher
Internet Explorer Internet Explorer Internet Explorer
5.0 or Netscape 5.0 or Netscape 5.0 or Netscape
Navigator 4.76 or Navigator 4.76 or Navigator 4.76 or
higher higher higher
JavaScript and JavaScript and JavaScript and
cookies cookies cookies
Macromedia Flash Macromedia Flash Macromedia Flash
6.0 6.0 6.0
Shockwave 8.5.1 Shockwave 8.5.1 Shockwave 8.5.1
QuickTime 6.0 QuickTime 6.0 QuickTime 6.0

Appendix II: Technical Requirements 93

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