Difference between revisions of "Counselor Loader"

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__NOTOC__
 
__NOTOC__
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'''This program is a fast loader for student's counselors.'''
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===Video How-to===
 
===Video How-to===
 
[[media:SM-CounselorLoad.mov|Counselor Loader video]]
 
[[media:SM-CounselorLoad.mov|Counselor Loader video]]
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==Menu Location==
 
==Menu Location==
  
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[[File:nancounselormenu.png]]
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'''Student > Loaders > Counselor Loader'''
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On the left navigation panel, select '''Student Master''' > '''Loaders''' > '''Counselor Loader'''.
 
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==Setup Options==
 
==Setup Options==
  
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[[File:nancounselorsetup.png]]
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[[File:counselorloadsetup.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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'''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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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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'''Grade''' - Leave blank or select all to include all grade levels. Otherwise, choose the desired grade level.
  
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all schools in your district.
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'''Ethnic''' - Leave blank or select all to include all ethnicities. Otherwise, choose the desired ethnicity.
  
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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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'''Gender''' - Leave blank or select all to include all genders. Otherwise, choose the desired gender.
  
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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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'''Counselor''' - Responsible for scheduling, testing, student grades and transcripts. Leave blank if all counselors are to be included into the report. Otherwise click in the field to the  
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right of Counselor to select the desired counselor(s) to view.
  
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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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'''Special Codes''' - Leave blank if all special codes are to be included into the report. Otherwise, choose the desired special code.
  
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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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'''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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'''OK''' - Click to continue.
  
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the field to the right of Gender to select the desired gender to be included.
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To find definitions for standard setup values, follow this link: [[Standard Setup Options]].
  
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'''Counselor''' - Responsible for scheduling, testing, student grades and transcripts. Leave blank if all counselors are to be included into the report. Otherwise click in the field to the
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==Main==
  
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right of Counselor to select the desired counselor(s) to view.
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[[File:counselorloadermain3.png]]
  
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'''OK''' - Click to continue
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===Column Headers===
  
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To find definitions for standard setup values, follow this link: '''<span style="background:yellow">[[Standard Setup Options]]</span>'''.
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'''Sch''' - Student's school of enrollment
  
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The students will be listed on the left side of the screen with counselors listed on the right.
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'''SIDNO''' - Student's identification number
  
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==Main==
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'''Student Name''' - Student's name
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'''Grade''' - Student's grade of enrollment
  
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[[File:nancounselormain.png]]
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'''Ethnic''' - Student's race/ethnicity
  
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'''Sch''' - Student's school of enrollment
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'''Gender''' - Student's gender
  
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'''SIDNO''' - Student's identification number
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'''Counselor''' - Student's counselor.  The list of counselors to choose from is located on the right.
  
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'''Student Name''' - Student's full name
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'''Counselor ID''' - Student's counselor identification number.
  
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'''Grade''' - grade level of the student and/or course
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'''SIS School''' - Student's SIS school number.
  
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'''Gender''' - gender of the student/employee
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To find definitions of commonly used column headers, follow this link: [[Common Column Headers]].
  
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'''Counselor - name of the counselor to which the student has been assigned.  On the right are the counselor's names to choose from.
 
  
 
'''Assign individual students or a small group of students to a Counselor using the following steps.'''
 
'''Assign individual students or a small group of students to a Counselor using the following steps.'''
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#Scroll through the list of students to find the student(s) whose counselor assignment needs to be changed.  
 
#Scroll through the list of students to find the student(s) whose counselor assignment needs to be changed.  
 
#Click the counselor field beside the student name(s) that have the incorrect counselor name. An asterisk (*) will appear. '''NOTE''' All students selected must be changing to the same counselor
 
#Click the counselor field beside the student name(s) that have the incorrect counselor name. An asterisk (*) will appear. '''NOTE''' All students selected must be changing to the same counselor
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#*Select the correct counselor's name on the right side of the screen.
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#Select the correct counselor's name on the right side of the screen.
 
#The counselor name will be replaced and a message will appear indicating that rows have been updated.
 
#The counselor name will be replaced and a message will appear indicating that rows have been updated.
 
#Click '''Ok'''.
 
#Click '''Ok'''.
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==Bottom==
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[[File:sch9.png]]
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'''Setup''' - Click to go back to the Setup box.
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[[Standard Print Options | '''Print''']] - This will allow the user to print the report.
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'''Help''' - Click to view written instructions and/or videos.
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'''Print Options'''
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----
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[[Student Master|'''Student Master''' Main Page]]
  
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To find the print instructions, follow this link: '''<span style="background:yellow">[[Standard Print Options]]</span>'''.
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----
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[[WebPams|'''JCampus''' Main Page]]

Latest revision as of 10:12, 13 September 2023

This program is a fast loader for student's counselors.

Video How-to

Counselor Loader video

Menu Location

Student > Loaders > Counselor Loader

Setup Options

Counselorloadsetup.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.

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

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

Counselor - Responsible for scheduling, testing, student grades and transcripts. Leave blank if all counselors are to be included into the report. Otherwise click in the field to the right of Counselor to select the desired counselor(s) to view.

Special Codes - Leave blank if all special codes are to be included into the report. Otherwise, choose the desired special code.

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

OK - Click to continue.

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

Main

Counselorloadermain3.png

Column Headers

Sch - Student's school of enrollment

SIDNO - Student's identification number

Student Name - Student's name

Grade - Student's grade of enrollment

Ethnic - Student's race/ethnicity

Gender - Student's gender

Counselor - Student's counselor. The list of counselors to choose from is located on the right.

Counselor ID - Student's counselor identification number.

SIS School - Student's SIS school number.

To find definitions of commonly used column headers, follow this link: Common Column Headers.


Assign individual students or a small group of students to a Counselor using the following steps.

  1. Click in the blank counselor field beside the name(s) of the student(s) that need the same counselor.
  2. An asterisk (*) will appear in the field.
  3. After selecting the students that need the same counselor, click the name on the right side of the screen.
  4. A message will appear indicating that rows have been updated.
  5. Click Ok.


Assign all students (i.e.--all 9th grade students) to a Counselor using the following steps.

  1. Click the check box at the top of the Counselor column.
  2. An asterisk (*) will appear in the all cells in this column.
  3. Click the Counselor on the right side of the screen.
  4. All asterisks will be changed to the selected Counselor.
  5. A message will appear indicating that rows have been updated.
  6. Click Ok.


To edit an existing counselor

  1. Complete the Setup Box options.
  2. Scroll through the list of students to find the student(s) whose counselor assignment needs to be changed.
  3. Click the counselor field beside the student name(s) that have the incorrect counselor name. An asterisk (*) will appear. NOTE All students selected must be changing to the same counselor
  4. Select the correct counselor's name on the right side of the screen.
  5. The counselor name will be replaced and a message will appear indicating that rows have been updated.
  6. Click Ok.

Bottom

Sch9.png

Setup - Click to go back to the Setup box.

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

Help - Click to view written instructions and/or videos.


Student Master Main Page

JCampus Main Page

Retrieved from EDgear Wiki