Subscription Audit Guide: A Guide for Existing Subscriptions

Everway recommends reviewing subscriptions regularly to ensure a smooth experience for staff to support successful implementation.
 

Review Subscription Details

The Subscription Management page lists all of the subscriptions that the Subscription Manager oversees as well as the purchasing organization, subscription group, subscription group owner, payment status, application(s) associated with the subscription group, start date(s), end date(s) and licenses assigned out of licenses available.

 

Subscription Managers have the ability to edit their view in order to locate the information they need quickly.

This is the ideal spot for Subscription Managers to:

• Review subscription and license availability.
• Note start and end dates.
• Check payment status.

Armed with this information, Subscription Managers can determine if they need to purchase additional subscriptions or licenses, know how many licenses are available to be assigned and when they are available, and take any necessary actions to ensure payment.

How To Access the Manage Faculty & Students page:
 

Select Manage Faculty & Students from the My Account Menu.

Review User Access

The Faculty tab allows Subscription Managers and Administrators to view information about users including their name, email, organization, applications associated with their subscription groups, roles, notifications and their last login. The search feature at the top of the page can be used to quickly locate users by name, email or organization.

 

The following options are available for each user:

• Edit Person
• Inspect Roles
• Manage Roster
• View Students
• Replace User
• Send Password Recovery
• Remove 
   

Using these tools, Subscription Managers can review service providers access and:

• Remove access that is no longer needed.
• Add additional roles/licenses as needed.
• Add new users.
• Update teacher grade bands.

Review Student Access

The Students tab on the Manage Faculty & Students page allows Subscription Managers and Administrators to view information specific to students and perform bulk actions. The search feature at the top of the page can be used to quickly locate students by name, email or student ID.

Using these tools, Subscription Managers can review student access and: 

• Review student login methods.
• Remove students from the system. 
• Add, roster and update students.

The following options are available for each individual student:

• Edit Student
• Edit Seating
• View Roster

The following options are available for each student seated in Unique Learning System: 

• Summary
• Profiles
• Checkpoints
• Benchmarks
• Group Tracked Skills
• Individual Tracked Skills

The following options are available for each student seated in Polaris: 

• Roadmaps
  

Subscription Managers can also select the checkboxes to the left of the student names to enable the Export Roster, Move, Drop and Remove actions.