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26-27 Title I Crate Training Dates and Sign-up Links

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26-27 Title I Crate Training Dates and Sign-up Links

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The Special Revenue Funds Management Department, in collaboration with 806 Technologies, is pleased to invite you to an upcoming training session on Title I Crate.

Whether you are new to the role or a seasoned office manager looking for a refresher, this session will provide practical guidance and key updates to help you manage your campus Title I documentation efficiently.

Training Dates - September 9; October 14; and January 20

Please secure your spot by registering in advance using the sign-up links on the accompanying document.

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2026-2027 T1C Campus Training Dates, Times, and Links

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2026-2027 Plan4Learning Training Dates and Sign-up Links (Fall Trainings)

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2026-2027 Plan4Learning Training Dates and Sign-up Links (Fall Trainings)

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The Special Revenue Funds Management Department in collaboration with 806 Technologies will provide training to campus principals and the campus leadership team on the development of the 2027-2028 campus improvement plan (CIP) in Plan4Learning.

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2026-2027 Plan4Learning Training Dates and Sign-up Links (Spring Trainings)

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2026-2027 Plan4Learning Training Dates and Sign-up Links (Spring Trainings)

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The Special Revenue Funds Management Department in collaboration with 806 Technologies will provide training to campus principals and the campus leadership team on the development of the 2027-2028 campus improvement plan (CIP) in Plan4Learning.

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Campus Supplemental Pay and Salary Benefits Calculator

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Campus Supplemental Pay and Salary Benefits Calculator

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The calculator will calculate the required benefits for supplemental pay. The benefits must be included in your budget transfer.

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This packet contains all of the supplemental pay documents. If the campus wishes to download individual documents, they are uploaded separately in this section of the padlet.

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25-26 Approved Out-of-State Conference List - 6/3/2026

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25-26 Approved Out-of-State Conference List - 6/3/2026

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This PowerPoint will walk you through the process to request an educational field trip using federal funds and requesting approval for tutoring buses.

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25-26 Parent & Family Engagement Presentation

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25-26 Parent & Family Engagement Presentation

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2025-2026 Parent and Family Engagement Presentation

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26-27 Approved Out-of-State Conference List - 

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26-27 Approved Out-of-State Conference List - 

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Prior Approval Travel Form and ARTA Reservation Form

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Prior Approval Travel Form and ARTA Reservation Form

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This form is required when employees request airfare, lodging, and/or car rental from ARTA Travel Agency using grant funds. The Prior Approval Form must be signed by SRFM staff prior to travel taking place.

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The purpose of this document is to assist the campus in finding their Title I Analyst for all questions/concerns related to Title I.

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26-27 Title I Analyst Campus Assignments_7.13

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This document provides a quick overview of Title I requirements.

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26-27 Title I Campus Quick Reference Guide

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Documentation Packet - Contracted Services

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this packet contains all of the contracted services documents. If the campus wishes to download individual documents, they are uploaded separately in this section.

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07_Documentation Checklist - Contracted Services

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This document provides an overview of the Title I required meetings.

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2026-2027 Required Title I Meetings Overview

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Field Trip - Documentation Checklist (UPDATED)

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Field Trip - Documentation Checklist (UPDATED)

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25-26_Documentation Checklist - Campus Field Trips

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School Leadership Laserfiche Approvals and Field Trip Deadlines Memo

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School Leadership Laserfiche Approvals and Field Trip Deadlines Memo

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Complete this form when requesting field trips using campus or central federal funds.

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Educational Field Trip Justification Form

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TEA Educational Field Trip Justification Form

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TEA Educational Field Trip Justification Form

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Complete this form when requesting field trips using campus or central federal funds.

Green

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2023-2024 Educational Field Trip Justification Form

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This checklist is a guide that documents what is required when maintaining compliance for contracted services.

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Documentation Checklist - Contracted Services

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This packet contains all of the travel documents. If the campus wishes to download individual documents, they are uploaded separately in this section.

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This checklist is a guide that documents what is required for compliance when requesting an advance or reimbursement.

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This form provides the federal guidance and checklist when submitting an advance and reconciling reimbursement.

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Travel - External Cost Justification Form

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Travel - External Cost Justification Form

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This form must be completed by each person that will participate in a conference or workshop when the expense (registration and/or reimbursement) is paid with federal funds.

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This checklist is a guide that documents what required to maintain compliance for specific expenditures related to supplemental pay.

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The Activity Code Approval Form must be submitted prior to creating an activity code.

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Supplemental Pay Compensation Certification Form

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Supplemental Pay Compensation Certification Form

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This form is required by all personnel who will receive supplemental pay compensation using federal funds.

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SRFM Supplemental Compensation Certification 2024 - 2025

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This form is required when a support employee has approved overtime.

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This form must be completed for each tutoring session and uploaded in Title I Crate at the end of each month when compensation is paid with federal funds. Beginning 2024-2025, the campus will only have to upload 3 work samples per semester in the month of November (fall) and April (spring).

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This template must be completed for each PD session and uploaded in Title I Crate at the end of each month when compensation is paid with federal funds.

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This form must be completed when a vendor provides a service on campus.

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26-27 Title I Notebook Required Documentation Checklist

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26-27 Title I Notebook Required Documentation Checklist

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This document helps you ensure your uploaded documentation meets compliance requirements. Title I Notebook audits are conducted once in the fall and once in the spring.

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Title I Notebook Required Documentation Checklist_26-27

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This document provides guidance on the usage of Title I line codes to ensure compliance. The cheat sheet includes the line code, required requisition attachments, and Title I Crate documentation.

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This template can help you keep track of your budget and expenditures.

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This form must be completed when a rental car will be requested in lieu of Uber/Lyft/taxi.

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Region 16_Title I, Part A PFE Policy Toolkit

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PFE Policy and School-Parent Compact Meeting Sign-in Sheet and Minutes Template

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PFE Policy and School-Parent Compact Meeting Sign-in Sheet and Minutes Template

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Title I PFE Policy and School-Parent Compact Sign-In Sheet and Minutes

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Region 16_Title I, Part A PFE Policy Checklist

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Title I, Part A PFE Policy Documentation and Evaluation Checklist

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Title I, Part A PFE Policy Documentation and Evaluation Checklist

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Title I, Part A PFE Policy Documentation and Evaluation Resource

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Region 16_Title I, Part A PFE Policy Template

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Title I, Part A PFE School-Compact Toolkit

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Title I, Part A PFE School-Compact Toolkit

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Region 16_Title I, Part A PFE School-Parent Compact Toolkit

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Title I, Part A PFE School-Parent Compact Checklist

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Title I, Part A PFE School-Parent Compact Checklist

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PFE Policy and School-Parent Compact Meeting Sign-in Sheet and Minutes Template

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PFE Policy and School-Parent Compact Meeting Sign-in Sheet and Minutes Template

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Title I, Part A PFE School-Parent Compact Documentation and Evaluation Checklist

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Title I, Part A PFE School-Parent Compact Documentation and Evaluation Checklist

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Region 16_Title I, Part A PFE School-Parent Compact Documentation and Evaluation

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Title I, Part A PFE 6 Tips on School-Parent Compact

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Title I, Part A PFE 6 Tips on School-Parent Compact

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Title I, Part A 6 Tips on School-Parent Compact

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Title I, Part A Evaluation Student Survey Question Examples

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PFE Evaluation Teacher and Staff Survey Examples

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PFE Evaluation Teacher and Staff Survey Examples

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Title I, Part A Evaluation Teacher and Staff Survey Question Examples

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PFE Evaluation Family-School Survey Examples

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PFE Evaluation Family-School Survey Examples

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Title I, Part A Evaluation Family-School Relationship Survey Question Examples

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26-27 1st Semester Comprehensive Needs Assessment (CNA) Meeting Template

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26-27 1st Semester Comprehensive Needs Assessment (CNA) Meeting Template

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Meeting 1 of 4

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Meeting 2 of 4

Second SBDM Meeting: Ensure a second meeting with an agenda and sign-in sheet are uploaded into the Parent Support Specialist’s Google Folder. For this meeting, you will use the SBDM Meeting agenda provided.

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26-27 2nd Semester Comprehensive Needs Assessment (CNA) Meeting Template

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26-27 2nd Semester Comprehensive Needs Assessment (CNA) Meeting Template

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Meeting 3 of 4

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26-27 Campus Improvement Plan (CIP) Meeting Template

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26-27 Campus Improvement Plan (CIP) Meeting Template

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Meeting 4 of 4

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Campus Improvement Plan Meeting Template _v26-27

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26-27 Financial Services Activity Calendar

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26-27 Financial Services Activity Calendar

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Requisition approval deadlines are provided so that staff can effectively manage their purchases before the fiscal year-end.

Purchases requested are to benefit current school year students and programs. Please adhere to the deadlines listed on the Financial Services Activity Calendar to help ensure your departmental requests are successfully processed.

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2026-2027 Financial Services Activity Calendar

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Region16_Title I, Part A Annual Title I Meeting Toolkit

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Title I, Part A PFE Title I Annual Meeting Toolkit

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Title I, Part A PFE Title I Annual Meeting Toolkit

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Title I, Part A PFE Building Capacity for Involvement Toolkit

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Title I, Part A PFE Building Capacity for Involvement Toolkit

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26-27 Title I Annual Meeting PowerPoint Presentation

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26-27 Title I Annual Meeting PowerPoint Presentation

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The campus will need to update the presentation to include key campus curriculum information, upcoming test and dates of testing, and data on the achievement level of State academic standards.

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Title I Annual Meeting Agenda, Minutes, and Sign-in Sheet Requirements

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Title I Annual Meeting Agenda, Minutes, and Sign-in Sheet Requirements

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Title I Annual Meeting Agenda, Minutes, Sign-in Sheet Requirements

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Title I Annual Meeting Planning Checklist

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Title I Annual Meeting Planning Checklist

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Title I, Part A Annual Meeting Planning Checklist

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Title I, Part A Annual Meeting_Yearly Timeline

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TEA and Region 16 - Title I, Part A Parent and Family Engagement Liaison Job Description Guidance

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TEA and Region 16 - Title I, Part A Parent and Family Engagement Liaison Job Description Guidance

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This form must be approved by your Title I Analyst prior to requesting tutoring buses that will be paid for with federal funds.

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SRFM Transportation (Bus) Expenditure Justification Form_Revised October 2025

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Collaborative Comprehensive Needs Assessment (CCNA) Toolkit

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Collaborative Comprehensive Needs Assessment (CCNA) Toolkit

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The purpose of this document is to provide a resource that brings together the Comprehensive Needs Assessment (CNA) requirements and recommendations for the following programs:

Title I, Part A

A comprehensive needs assessment involves different stakeholders looking at a variety of data sources. Each of these programs may have program-specific requirements. However, there is considerable overlap in some of the requirements. Having a composite document that shows both the overlap and the program-specific requirements and recommendations will encourage LEAs to coordinate across programs, making more efficient use of time. It will also eliminate the need to invite stakeholder participation at several different times to address the same requirements.

CCNA is a means for the LEAs to work collaboratively with a common purpose. The objective of engaging in a CCNA Process is to ensure the following:

federal programs compliance;

coordination of federal programs;

efficient use of time;

the CCNA is a comprehensive process rather than an event; and

a culture of continuous improvement to maximize the use of federal funds.

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This document provides ideas for instructional related activities to increase parent engagement and student academic achievement

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This form is used to determine the allowable per diem based on the GSA Meals Daily Rate.

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Meal Reimbursement Documentation & Guide 2025-2026

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How to Complete the SBDM Committee Meeting Template Training Presentation

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How to Complete the SBDM Committee Meeting Template Training Presentation

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How to Capture Attendance in Teams for Virtual/Hybrid Meetings

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How to Capture Attendance in Teams for Virtual/Hybrid Meetings

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How to capture attendance in Teams after the meeting has ended