charm User Newsletter August 31, 2017



August 31, 2017

REMINDER: Choose Your charm Training Dates

Click here to access the charm training schedule. Easily sign up for trainings by clicking on the registration links inside the training schedule.

For our first round of training, everyone who will use charm (Community School lead agency staff; Community School coordinators; and OST directors and staff) will sign up for the training that best suits their level of experience and professional position.

  • Lead agency training is based on professional roles. We go over basic site navigation, with formative assessments to assess knowledge along the way. This training does not delve into every feature in charm, but provides a good overview of the system.
  • CSC 101 training is aimed at coordinators who are new to the position and who consider themselves to be novices with technology. This training covers basic site navigation and ample opportunity to practice using charm.
  • CSC 102 training is aimed at seasoned coordinators who are relatively comfortable with technology. This training covers basic navigation, data expectations, real-time practice sessions, peer group discussions, and more.
  • OST training offers different sessions depending on the level of access needed:
    • Site Directors with oversight responsibility will learn basic site navigation and supervisory tools built into the system.
    • Front-line staff learn basic navigation and have ample time to practice using site features.

Questions About charm Training?

For questions about changing training dates, or for other assistance, contact: Christina Gatto,

For questions about the content of training sessions, and which one is right for you, contact: Yvette Appiah,

Video Tutorials on charm: Available On-Demand!

We have created a series of short videos to help you learn the charm basics (with more to come). You can watch these at your convenience, any time—and you can pause, stop, or replay any portion. The videos are posted on Family League’s YouTube channel.

Video topics covered so far are: 

  • Log In Tutorial
    How to change or reset a password in charm.
  • Meeting Tracker
    Teaches Community School Coordinators how to record and keep track of meetings.
  • Partnership Tutorial
    Teaches Community School Coordinators and Lead agencies how to add partners into charm.
  • Attendance Intervention Tracker
    Teaches Community School Coordinators how to add students and intervention processes to the tracker in charm.
  • Action Plan Progress Tutorial
    Teaches you how to report monthly progress on your approved Action Plan.
  • Service Learning Tracker
    Teaches how to record activities that count as service learning.
  • Food Access Tracker
    Teaches how to record information from food banks in the schools or communities.

Three Ways to Access Technical Assistance

Technical support is available to all charm users who have been through training. You may expect a response from the Help Desk within 24 hours. 

  1. CLICK on the button in charm and create a Help Desk support ticket. Please describe your issue in detail. You can upload a file, if needed.
  2. SEND an email to
  3. CALL the help desk at 443.423.0910

A Note about charm in Family League Contracts

Family League Funded Partners will notice a few additions in the FY 18 contracts that are related to charm. These are meant to clarify and guide organizations to put into place solid data collection and sharing practices, and support the overall use of charm. Our Funded Partnerships and Data and Evaluation teams will provide technical assistance and support around these practices and the use of charm throughout the year.

If you have questions about these new contract components, please contact your assigned Partnership Manager. 

We’re Committed to Continuous Improvement

Every new system like charm benefits from changes that make it easier for users, while also improving the system overall. But we don’t want to surprise you with changes, just as you’re learning the system. So here’s our approach:

  • All significant changes to charm will be announced in advance in this newsletter (so be sure to keep reading!)
  • Users who submit change requests that have not been implemented within 45 days of a submitted ticket will be contacted directly by e-mail.

Looking for previous charm User Newsletters?
All back issues of the charm User Newsletter are available here.

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