Difference between revisions of "Advisor Loader"

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__NOTOC__
 
'''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'''.
 
'''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==
 
==Menu Location==
  
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'''Student > Loaders > Advisor Loader'''
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[[File:nanadvisorloadermenu.png]]
 
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On the left navigation panel, select '''Student Master''' > '''Loaders''' > '''Advisor Loader'''.
 
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==Setup Options==
 
==Setup Options==
  
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[[File:advisorloadsetup.png]]
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[[File:nanadvisorloadersetup.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.
 
'''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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'''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 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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'''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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'''Gender''' - Gender of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if both genders are to be included. Otherwise, click in
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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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the field to the right of Gender to select the desired gender to be included.
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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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'''Ethnic''' - Ethnicity of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if all ethnics are to be included. Otherwise, click
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'''Gender''' - Leave blank or select all to include all genders. Otherwise, choose the desired gender.
  
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in the field to the right of Ethnic to select the desired ethnic(s) to be included.
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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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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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'''Ethnic''' - Leave blank or select all to include all ethnicities. Otherwise, choose the desired ethnicity.
  
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The next items are not found on the standard setup options document.
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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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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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'''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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'''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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'''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]].
  
 
==Main==
 
==Main==
  
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[[File:advisorloadermain3.png]]
  
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[[File:nanadvisormain.png]]
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===Column Headers===
  
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===Column Headers===
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'''Left Side'''
  
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===Left Side===
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'''Student Name''' - Student's full name.
  
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'''Student Name''' - Student's full name
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'''SIDNO''' - Student's identification number.
  
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'''SIDNO''' - Student's identification number
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'''Grade''' - Student's grade of enrollment.
  
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'''Grade''' - Student's grade of enrollment
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'''Ethnic''' - Student's race/ethnicity.
  
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'''Ethnic''' - Student's race/ethnicity
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'''Gender''' - Student's gender.
  
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'''Gender''' - Student's gender
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'''Advisor''' - Name of current student's advisor.
  
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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''' -  This selection should only be used if your school is using Team Scheduling. Leave blank if all team names are to be included into the report. Otherwise click in the field to the
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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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right of Teams to select the desired Teams(s) to view.
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'''Sch''' - Site code of the school in which the student is enrolled.
  
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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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'''Right Side'''
  
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'''Teacher ID''' - Teacher's identification number
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'''Teacher's Name''' - Teacher's full name.
  
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'''Ethnic''' - Teacher's race/ethnicity
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'''Teacher ID''' - Teacher's identification number.
  
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'''Gender''' - Teacher's gender
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'''Ethnic''' - Teacher's race/ethnicity.
  
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'''Sch''' - Site code of the school in which the employee works
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'''Gender''' - Teacher's gender.
  
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'''Count''' - Assigned active student count
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'''Sch''' - Site code of the school in which the employee works.
  
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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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'''Count''' - Assigned active student count.
  
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To find definitions of commonly used columns follow this link: [[Common Column Headers]].
  
 
==Bottom==
 
==Bottom==
  
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[[File:sch9.png]]
  
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[[File:nanadvisorloaderbottom.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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'''[[Standard Print Options | Print]]''' - This will allow the user to print the report.
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'''Help''' - This button links to the JCampus video and written instructions.
  
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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''' - To find the print instructions, follow this link: '''<span style="background:yellow">[[Standard Print Options]]</span>'''.
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----
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[[Student Master|'''Student Master''' Main Page]]
  
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'''Help''' - This button links to the JCampus video and written instructions.
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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