Difference between revisions of "Advisor Loader"

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__NOTOC__
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'''This document will provide instructions using the Advisor Loader. Students can be fast loaded by selecting all students that are being assigned the same Advisor and then by selecting the student or the students that need to be assigned individually for special cases'''.
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==Menu Location==
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'''Student > Loaders > Advisor Loader'''
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==Setup Options==
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[[File:advisorloadsetup.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 the user’s security settings. The user will be limited to their district only.
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'''School''' - Default value is based on the user's security settings. If the user is assigned to a school, the school default value will be their school site code.
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'''Grade''' - Leave blank or select all to include all grade levels. Otherwise, choose the desired grade level.
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'''Gender''' - Leave blank or select all to include all genders.  Otherwise, choose the desired gender.
  
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'''Custom Codes''' - Select the Custom Codes created in the Custom Code Management to filter the student list.
  
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'''This document will provide instructions using the Advisor Loader. Students can be fast loaded by selecting all students that are being assigned the same Advisor and then by selecting the student or the students that need to be assigned individually for special cases'''.
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'''Ethnic''' - Leave blank or select all to include all ethnicities. Otherwise, choose the desired ethnicity.
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'''Active Only''' - This choice will list only those students who are actively enrolled as of the date selected in the date field.
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'''All Employees''' - This button defaults to empty, which will only show the teachers. Place a check in the box to select all certified personnel in the school.
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'''OK''' - Click here to continue.
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If you need instructions for setup values to be used, follow the link for: [[Standard Setup Options]].
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==Main==
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[[File:advisorloadermain3.png]]
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===Column Headers===
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'''Left Side'''
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'''Student Name''' - Student's full name.
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'''SIDNO''' - Student's identification number.
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'''Grade''' - Student's grade of enrollment.
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'''Ethnic''' - Student's race/ethnicity.
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'''Gender''' - Student's gender.
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'''Advisor''' - Name of current student's advisor.
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'''Advisor ID''' - Student's advisor identification number.
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'''Team''' -  Team to which the student has been assigned if the school is using the team scheduling method
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'''Sch''' - Site code of the school in which the student is enrolled.
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'''SIS School''' - Student's SIS school number.
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'''Right Side'''
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'''Teacher's Name''' - Teacher's full name.
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'''Teacher ID''' - Teacher's identification number.
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'''Ethnic''' - Teacher's race/ethnicity.
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'''Gender''' - Teacher's gender.
  
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'''Sch''' - Site code of the school in which the employee works.
  
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#Select '''Student Master''' on the panel on the left side of the screen.
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'''Count''' - Assigned active student count.
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#Under '''Loaders''', select '''Advisor Loader'''.
 
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#If you need instructions for setup values to be used, follow the link for '''<span style="background:yellow">[[Standard Setup Options]]</span>'''.
 
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#The next items are not found on the standard setup options document.
 
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:*'''All Employees'''--This button defaults to empty, which will only show the teachers. Place a check in the box to select all certified personnel in the school.  
 
  
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To find definitions of commonly used columns follow this link: [[Common Column Headers]].
  
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'''Definitions of Column Headers'''
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==Bottom==
  
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:'''To find definitions of commonly used columns follow this link:''' '''<span style="background:yellow">[[Common Column Headers]]</span>'''.
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[[File:sch9.png]]
  
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'''Setup''' - This allows you to change the values on the setup box without exiting the program.
  
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'''Buttons at the bottom of the display'''
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'''[[Standard Print Options | Print]]''' - This will allow the user to print the report.
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:'''Setup'''--This allows you to change the values on the setup box without exiting the program.
 
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:'''Print'''--Use this button to print the report displayed on the screen. Refer to the instructions below for printing the report.
 
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:'''Help'''--This button links to the JCampus video and written instructions.
 
  
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'''Help''' - This button links to the JCampus video and written instructions.
  
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'''To Print this Report'''
 
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#Click the '''Print''' button at the bottom of the screen.
 
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#A popup will appear with a set of document print options--PDF, XLS, CSV, HTML.
 
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#The default print option will be '''PDF'''.
 
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#Click the print button on this popup and a print preview window will appear.
 
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#'''To get the print icon''' on this window, hover the mouse in the bottom right area of the preview. A grey rectangle will appear with several icons.
 
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#Click the print icon at the right end of this rectangle. Another print preview will appear.
 
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#Click the print button at the top left to print the report. Close the print preview.
 
  
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----
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[[Student Master|'''Student Master''' Main Page]]
  
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''Last Updated:  2019.10.05''
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----
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[[WebPams|'''JCampus''' Main Page]]

Latest revision as of 09:47, 17 July 2023

This document will provide instructions using the Advisor Loader. Students can be fast loaded by selecting all students that are being assigned the same Advisor and then by selecting the student or the students that need to be assigned individually for special cases.

Menu Location

Student > Loaders > Advisor Loader

Setup Options

Advisorloadsetup.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 the user’s security settings. The user will be limited to their district only.

School - Default value is based on the user's security settings. If the user is assigned to a school, the school default value will be their school site code.

Grade - Leave blank or select all to include all grade levels. Otherwise, choose the desired grade level.

Gender - Leave blank or select all to include all genders. Otherwise, choose the desired gender.

Custom Codes - Select the Custom Codes created in the Custom Code Management to filter the student list.

Ethnic - Leave blank or select all to include all ethnicities. Otherwise, choose the desired ethnicity.

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

All Employees - This button defaults to empty, which will only show the teachers. Place a check in the box to select all certified personnel in the school.

OK - Click here to continue.

If you need instructions for setup values to be used, follow the link for: Standard Setup Options.

Main

Advisorloadermain3.png

Column Headers

Left Side

Student Name - Student's full name.

SIDNO - Student's identification number.

Grade - Student's grade of enrollment.

Ethnic - Student's race/ethnicity.

Gender - Student's gender.

Advisor - Name of current student's advisor.

Advisor ID - Student's advisor identification number.

Team - Team to which the student has been assigned if the school is using the team scheduling method

Sch - Site code of the school in which the student is enrolled.

SIS School - Student's SIS school number.


Right Side

Teacher's Name - Teacher's full name.

Teacher ID - Teacher's identification number.

Ethnic - Teacher's race/ethnicity.

Gender - Teacher's gender.

Sch - Site code of the school in which the employee works.

Count - Assigned active student count.

To find definitions of commonly used columns follow this link: Common Column Headers.

Bottom

Sch9.png

Setup - This allows you to change the values on the setup box without exiting the program.

Print - This will allow the user to print the report.

Help - This button links to the JCampus video and written instructions.


Student Master Main Page

JCampus Main Page

Retrieved from EDgear Wiki