Difference between revisions of "Program Update Loader"

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[[File:nanprogramloadersetup.png]]
 
[[File:nanprogramloadersetup.png]]
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'''Year''' - Defaults to the current year. A prior year may be accessed by clicking in the field and making the appropriate selection from the drop down list.
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'''District''' - Default value is based on your security settings. You will be limited to your district only.
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'''School''' - Default value is based on your security settings. If you are assigned to a school, the school default value will be your school site code. You will not be able to change this
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value. If you are a supervisor or other district office employee with access to the Student Information System, you will be able to run programs for one school, a small group of schools, or
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all schools in your district.
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'''Show Option Buttons''' - Examples that limit information on the report include Show Sped Only, Non Sped, both (all).
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Active Only and As of Date''' - This choice will list only those students who are actively enrolled as of the date selected in the date field.
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'''Grade''' - Grade level of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if all grade levels are to be included. Otherwise,
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click in the field to the right of Grade(s) to select the desired grade level(s) to be included
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'''Program''' - Leave blank if all program codes are to be included into the report. Otherwise click in the field to the right of Program Codes to select the desired program code(s) to view.
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'''Note''' - Not all program codes need an end date. End dates can be blank.  Check with your data coordinator for correct use of the end date with programs in your school/district.
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'''Filter Dates''' - Only needed if the user wishes to limit students who have program begin/end dates within a specified date range.  If not needed, leave blank.
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'''From Date and To Date''' - A set of dates that limits the selection of records for the report to a beginning date (from) and an ending date (to) range.
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'''Post Dates''' - Can be left blank if the user is loading program codes only.  However, if the user wishes to load begin and end dates to the programs assigned to students, enter the begin
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date and end date here.
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'''Start Date and End Date''' - A set of dates that limits the selection of records for the report to a beginning date (from) and an ending date (to) range.
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'''OK''' - Click to conitnue
  
 
To find definitions for standard setup values, follow this link: '''<span style="background:yellow">[[Standard Setup Options]]</span>'''.
 
To find definitions for standard setup values, follow this link: '''<span style="background:yellow">[[Standard Setup Options]]</span>'''.
  
For other set up values not listed in the standard set up list:
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==Main==
*'''Filter Dates''':  Only needed if the user wishes to limit students who have program begin/end dates within a specified date range.  If not needed, leave blank.
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*'''Post Dates''':  Can be left blank if the user is loading program codes only.  However, if the user wishes to load begin and end dates to the programs assigned to students, enter the begin date and end date here.
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[[File:nanprogramloadermain.png]]
**'''Note''': Not all program codes need an end date. End dates can be blank.  Check with your data coordinator for correct use of the end date with programs in your school/district.
 
Click '''OK''' to begin the loader.
 
  
  

Revision as of 04:03, 21 March 2018

The Program Update Loader allows the user to quickly assign, edit, or remove program codes to groups of students at one time.

Video How-to

Program Update Loader video

How-to

Menu Location

Nanprogramloadermenu.png


In the left navigation panel, select Student Master > Loaders > Program Update Loader.

Setup Options

Nanprogramloadersetup.png

Year - Defaults to the current year. A prior year may be accessed by clicking in the field and making the appropriate selection from the drop down list.

District - Default value is based on your security settings. You will be limited to your district only.

School - Default value is based on your security settings. If you are assigned to a school, the school default value will be your school site code. You will not be able to change this

value. If you are a supervisor or other district office employee with access to the Student Information System, you will be able to run programs for one school, a small group of schools, or

all schools in your district.

Show Option Buttons - Examples that limit information on the report include Show Sped Only, Non Sped, both (all).

Active Only and As of Date - This choice will list only those students who are actively enrolled as of the date selected in the date field.

Grade - Grade level of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if all grade levels are to be included. Otherwise,

click in the field to the right of Grade(s) to select the desired grade level(s) to be included

Program - Leave blank if all program codes are to be included into the report. Otherwise click in the field to the right of Program Codes to select the desired program code(s) to view.

Note - Not all program codes need an end date. End dates can be blank. Check with your data coordinator for correct use of the end date with programs in your school/district.

Filter Dates - Only needed if the user wishes to limit students who have program begin/end dates within a specified date range. If not needed, leave blank.

From Date and To Date - A set of dates that limits the selection of records for the report to a beginning date (from) and an ending date (to) range.

Post Dates - Can be left blank if the user is loading program codes only. However, if the user wishes to load begin and end dates to the programs assigned to students, enter the begin

date and end date here.

Start Date and End Date - A set of dates that limits the selection of records for the report to a beginning date (from) and an ending date (to) range.

OK - Click to conitnue

To find definitions for standard setup values, follow this link: Standard Setup Options.

Main

Nanprogramloadermain.png


On the left will be a listing of students. Currently associated programs will display in the columns in the middle. On the right will be a listing of Program codes to select from. A student can have up to 14 programs associated with the student. The user can scroll to the right on the screen to see that there are 14 sets of columns that follow the pattern below:

  • "PO0", "POOID", "Beg Date0", "End Date0" (This represents row 1 of a student's program screen)
  • "PO1", "PO1ID", "Beg Date1", "End Date1" (This represents row 2 of a student's program screen)
  • "PO2", "PO2ID", Beg Date2", "End Date2" (This represents row 3 of a student's program screen)
  • "PO3", "PO3ID", "Beg Date3", "End Date3" (This represents row 4 of a student's program screen)
    Pattern continues to...
  • "PO13", "PO13ID", "Beg Date13", "End Date13" (This represents row 14 of a student's program screen)


Double click in the POOID, PO1ID, PO2ID... column fields in the Program Update Loader to type in a Program ID, if needed.

Apple.PNG


To load a program code to a selected group of students (and begin / end dates if entered in setup box), select a set of columns that do not have data to be overwritten, such as columns PO5 or so. Click in cell in the "POx" column for the students who are to have this program code. There will be an asterisk (*) in the program cell of each student selected.

  • Note below that the "Begin" and "End" dates are displayed as well. This is because the setup box had "Post" dates in the Begin and End fields.
  • Program Loader1.png


After marking desired students with an asterisk (cell click), on the right, locate the desired Program code to assign to the students. Click on the code. A confirmation message will be displayed and the asterisks will change to the Program Code abbreviation as shown below.

  • Program Loader2.png


Need a Report of Students with a Specific Program Code or Codes?

  • At the setup box, click in the Program Codes field and select the desired Program code(s) to report against.
  • Update loader.png
  • TIP: If desired, enter From Date and To Date to further limit the report to students with a specific Program code that have Begin/End dates within the "From" and "To" date range.


Print Options

To find the print instructions, follow this link: Standard Print Options.

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