Login and Navigate the System with Folders

To use the Folders view, you may need to change your URL or Web address to see the Menu Top option.

If your current web address is something like this: "https://ssl12./sdsschooloffice.com/schoolname/sdsweboffice"
You need to add at the end of your URL: login.aspx. "https://ssl12.schooloffice.com/schooloffice/sdsweboffice/login.aspx"

Menu Left & Menu Top Options

There are two menu options on this login screen — the Menu Left and Menu Top.

Left Menu:

The “Logout” will be listed next to the User ID on the Menu Left
Use the Paint Palette icon to adjust the Menu Tree and header color of your screen

You will see the Folders Menu System after you log in to the system.

NOTE: If you do not wish to use the Folders Menu System, select the top menu drop down selection for the application needed. the Folders Menu System is replaced with selected Menu Application when you select a Menu application.

Select a Menu Application Folder
1. The selected Application folder icon working in will be shown as an open folder.
2. The Question Mark Icon to the left of each Folder or Program Option is a quick reference link to the Finance Help Documentation for that particular area.
There is a option to remove the quick reference option to the individual areas by de-selecting the check box to the right of the Purchasing Application folder. Checking the box will reactivate the quick reference by area.
Select a Program option.
Use the (Home) icon to return to all Menu Options.

Customizing the Folders and Programs

Follow these procedures to customize folders and program to fit your individual needs

Select the (Setting) icon, located on the right side of the folders.
A Customizable selection will open on the left of folders.
1. Customize Folders
  1. Change: Change Folder Name, Move/Change Folder display order, Remove Folder from the selection choices
  2. Add: Adding a new Folder for use
2. Customize Programs
  1. Change: Change Program Name, Move/Change Program display order, Remove Program from the selection choices
  2. Add: Adding a new Program for use
3. Other Customization Options
  1. Select a new color schema for your display view
4. Reset All Folders and Programs values

Customize Folders

Change Folder Name

Enter in the name you wish to have displayed.
Select the icon to save your changes.
Select “Done” when finished customizing the folders.
Note: If you change a folder name, it is only for that one reference to the process. If the program is also run from another location, the original folder name is used.

Move/Change Folder Display Order

Select the folder to work with.
Use the icons to move the order of the folders.
Select “Done” when customization of the folders is complete.

Remove Folder

Select the folder to remove.
Select the icon to remove the folder.
The folder is no longer available for selection.
Select “Done” when completed with customizing the folders

Select an Area to Add as a New Folder

In the drop down list, enter the area to add to your folder selection.

Use the to add the new folder.

Once you have added the new folder, you have an option to Share the folder with other users.
1. If you wish to share the folder, select .
2. The new folder added will be available for others to view.

Customize Programs

Change Program Name

Enter in the Program name to be displayed.

Select the icon to save your changes.

Select “Done” when customization of the folders is complete.
Note: If you change a program name, it is only for that one reference to the process. If the program is also being run from another location, the original folder name would be used.