- Team Website
- Envisio Training & Support
Envisio Training & Support
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Envisio Users... This page is your resource for all things Envisio. From intro training for new users to step-by-step instructions for reporting monthly updates, this page should provide the support you need to make your use of Envisio quick and easy.
If you do not find what you need or need additional assistance, feel free to contact us directly.
Email: envisio@d49.org
Phone: 719-290-2337
Please Note: Envisio training materials are in development and additional training resources will be added as they are completed.
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Envisio Basics & Onboarding | SY23 Timeline
Welcome to Envisio / Envisio in SY23
- What is Envisio and SY23 updatesLogging In and Basic Navigation
- How to get around in EnvisioAnnual Planning Timeline
- Key planning process dates -
Envisio Planning (Plans and Projects for Zones and Departments) & Project Updates
Create your Plan & Projects - Schools (PDF)
- Step by step instructions to build your planCreate your Plan & Projects - Schools (Video)
- Step by step instructions to build your planFormat Guide for Creating Projects in Envisio - Schools
- Visual Sample of how to set up each Envisio LevelCreate a Plan & Projects - Departments (PDF)
- Step by step instructions to build your planProject Examples - Departments
- Visual Sample of how to set up each Envisio LevelProject Updates
- Instructions to make plan updates -
Envisio Reporting (How to create and print reports)
Print / Save Your Complete UIP (PDF)
- For a School or ZONE
- Print an Initial and Final (EoY) PlanPrint Individual Projects or Categories
- EG: All projects associated with a Local Accountability categoryReport types, uses, and useful reports
- Roll up in Updates
- Using formatted reports -
Envisio Data and Charts
Request Metrics and Visuals
- Form to request additional data and/or visualsMetrics for Managing your Projects
- How to pick correct measurements
- How to submit requestsData Sources
- Overview - Easy to use!!
- Add Data to Envisio / Create VisualsVisuals (Charts and Graphs)
- Overview - Easy to use!!
- Creation and management -
Envisio Dashboards
Public Dashboards
- What are they / How is your data used?
- Issues and RequestsManagement Dashboards
- What are they / How they are managed
- Basic Use Cases / Samples
- Requests for content -
Archiving and Misc.
Jeffrey McIntosh Performance Analyst Phone: 719-495-1034
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