Parchment Implementation
The 4 Steps You Need To Complete Before Going Live!
IMPLEMENTATION STEPS
How To Be Setup For Success With Parchment
Upload Your Student Rosters
Upload Your Student Transcripts
Posting Custom Ordering Link
Attend Training
Student Roster - This is the information we need to match the student when they are going to place an order. It is an Excel file saved in a .csv format that contains basic student information, pulled from your SIS and uploaded into Parchment.
Click here to download the template Note: All fields are required except for email
Once you have the file you can go into your Parchment Dashboard and upload it into your Account by clicking in the menu:
Click Path: Learners (menu) > Actions > Upload Multiple Learner
Transcript Upload – Upload your Senior class of transcripts in one session (and more) by creating one PDF file that contains all of your transcripts. Keep transcript file below 3000 pages per load. We will divide the batch PDF into individual PDF’s and associate to the proper student roster record using our matching criteria.
Clicks Path: Credentials (menu) > Add Credentials > Transcripts
Placing your custom order link on your website, makes it easier for students, alumni and others to start their order. This helps decrease those questions about how to order and helps route all your orders into one central workflow.
In the same location or on a different page on your website, don't forget to add your district-district transfer button so administrators can request transfer records in the same place.
Watch Adding Your Custom Order Link To Your Website Video
Examples:
- Sample District Site (Frisco Independent School District)
- Sample School Site (North Jackson HS)
- Sample District Site (Frisco Independent School District)
- Sample School Site (North Jackson HS)
- We recommend each administrator attend training as soon as possible.
- We also have helpful guides on our Resources Page or our Support Portal, which is accessible via your Parchment account.
Watch a quick video about posting the order link
