Difference between revisions of "Call Group Loader"

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__NOTOC__
 
__NOTOC__
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These instructions will show you how to use the Group Loader program for creating groups of employees to be used in the [[Communication|JCALL (Communications)]] module. It limits the list of staff receiving the message based on their group assignment.
+
'''This program will create groups of employees to be used in the [[Communication|JCALL (Communications)]] module. It limits the list of staff receiving the message based on their group assignment.'''
  
 
====Video====
 
====Video====
 
[[media:HR-CallGroupLoadet.mov|Call Group Loader]]
 
[[media:HR-CallGroupLoadet.mov|Call Group Loader]]
  
−
====Getting Started====
+
==Menu Location==
−
#Log in to WebPams
 
−
#Select '''Human Resources''' from the left side of the screen.
 
−
#Select '''Loaders'''
 
−
#Select '''Call Group Loader'''
 
−
#Click '''Ok''' and the Setup Box will appear.
 
  
−
====Setup Options====
+
'''Human Resources > Loaders > Call Group Loader'''
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#'''School Year'''--default value will be current school year.
+
 
−
#'''District and School'''--default value will be based on security settings for your username. Note:  An AD profile is needed
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==Setup Options==
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#'''Staff Group'''--leave blank for all; select a group(s) to limit employees to that group(s)
+
 
−
#Click '''Ok''' to move to the next screen.
+
[[File:cgl.png]]
 +
 
 +
'''School Year''' - Default value will be current school year.
 +
 
 +
'''District''' - Default value is based on the user's security settings. It 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.
 +
 
 +
'''Staff Group''' - Leave blank for all; select a group(s) to limit employees to that group(s).
 +
 
 +
'''Object Code''' - Choose to filter list by object codes.
 +
 
 +
'''Function Code''' - Choose to filter list by function codes.
 +
 
 +
'''Ok''' - Click to continue.
 +
 
 +
To find definitions for standard setup values, follow this link: [[Standard Setup Options]].
 +
 
 +
==Main==
 +
 
 +
[[File:callgrouploadermain2.png]]
  
 
====Call Group Loader Screen Features====
 
====Call Group Loader Screen Features====
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#'''Left Side''' displays staff information and their group(s) assignment(s).
 
−
#'''Right Side''' displays the list of available groups that can be used. Refer to the '''Create New Group''' instructions below.
 
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#'''Column Header Definitions''':
 
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#*:'''Left Side'''
 
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#**'''Staff'''--Name of employee
 
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#**'''Site'''--School where employee is assigned
 
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#**'''Group 1, Group 2,...Group 10'''--Name of group(s) to which the employee has been assigned. All employees are not required to be assigned to a group.
 
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#*'''Right Side'''
 
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#**'''Delete'''--Click this cell to delete a group
 
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#**'''Group'''--Name of group(s) that have been created for this location.
 
  
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=====To Create a New Group=====
+
Left Side of screen displays staff information and their group(s) assignment(s).
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:#Click the '''Action''' button at the top right of the screen.
+
Right Side of screen displays the list of available groups that can be used. Refer to the '''Create New Group''' instructions below.
−
:#Select '''Add New Group'''.
 
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:#Type the name of the new group and click '''Save'''.
 
−
:#The new group name will appear in the list of groups on the right side of the screen.
 
  
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=====Assign Employees to a Group=====
+
===Column Header===  
−
:#Employees can only be assigned to 10 groups, although more than 10 groups can be created.
 
−
:#Click in any of the Group # columns beside the name of an employee that needs to be assigned to a group. An asterisk will appear in the cell.
 
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:#Continue clicking in a Group # column for all employees to be assigned to the same group.
 
−
:#Click the '''Group''' on the right side of the screen.
 
−
:#A verification popup will appear. Click the appropriate response.
 
−
:#If you verify '''Yes''' to update, the asterisks will be changed to the group name.
 
−
:#If you verify '''No''' to update, then no changes will be made.
 
−
:#You may repeat this process to load additional employees to additional groups.
 
  
−
====Print the Group Lists====
+
*Left Side:
−
#Change the setup box '''Staff Groups''' value to the specific group(s).
 
−
#Click '''Ok''' and the screen will display only those employees assigned to the specific group(s).
 
−
#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.
 
−
#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. Click the print icon at the right end of this rectangle. Another print preview will appear; click the print button at the top left to print the report. Close the print preview.
 
  
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====Print All Employees Whether or Not They are Assigned to a Group====
+
'''Staff''' - Name of employee
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#The setup box '''Staff Groups''' value must be blank or list all groups.
 
−
#Click '''Ok''' and the screen will display all employees whether assigned to specific group(s) or not.
 
−
#Click the '''Print''' button at the bottom of the screen.
 
−
#A popup will appear with a set of document print options--PDF, XLS, CSV, HTML.
 
−
#Click the print button on this popup and a print preview window will appear.
 
−
#'''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. Click the print icon at the right end of this rectangle. Another print preview will appear; click the print button at the top left to print the report. Close the print preview.
 
  
 +
'''Site''' - School where employee is assigned
  
 +
'''Group 1, Group 2,...Group 10''' - Name of group(s) to which the employee has been assigned. All employees are not required to be assigned to a group.
  
 +
*Right Side:
  
 +
'''Delete''' - Click this cell to delete a group
  
 +
'''Group''' - Name of group(s) that have been created for this location.
  
 +
'''Edit''' - Click to edit the group name and code.
 +
 +
To find definitions of commonly used column headers, follow this link: [[Common Column Headers]].
 +
 +
==Bottom==
 +
 +
[[File:callgroupbottom.png]]
 +
 +
'''Setup''' - Click to go back to the Setup box.
 +
 +
[[Standard Print Options | '''Print''']] - This will allow the user to print the report.
 +
 +
'''Help''' - Click to view written instructions and/or videos.
 +
 +
'''To Create a New Group''':
 +
 +
*Click the '''Action''' button at the top right of the screen.
 +
*Select '''Add New Group'''.
 +
*Type the name of the new group and click '''Save'''.
 +
*The new group name will appear in the list of groups on the right side of the screen.
 +
 +
'''Assign Employees to a Group''':
 +
 +
*Employees can only be assigned to 10 groups, although more than 10 groups can be created.
 +
*Click in any of the Group # columns beside the name of an employee that needs to be assigned to a group. An asterisk will appear in the cell.
 +
*Continue clicking in a Group # column for all employees to be assigned to the same group.
 +
*Click the '''Group''' on the right side of the screen.
 +
*A verification popup will appear. Click the appropriate response.
 +
*If you verify '''Yes''' to update, the asterisks will be changed to the group name.
 +
*If you verify '''No''' to update, then no changes will be made.
 +
*You may repeat this process to load additional employees to additional groups.
 +
 +
'''Print the Group Lists''':
 +
 +
*Change the setup box '''Staff Groups''' value to the specific group(s).
 +
*Click '''Ok''' and the screen will display only those employees assigned to the specific group(s).
 +
*[[Standard Print Options | '''Print''']] - This will allow the user to print the report.
 +
 +
'''Print All Employees Whether or Not They are Assigned to a Group''':
 +
 +
*The setup box '''Staff Groups''' value must be blank or list all groups.
 +
*Click '''Ok''' and the screen will display all employees whether assigned to specific group(s) or not.
 +
*[[Standard Print Options | '''Print''']] - This will allow the user to print the report.
 +
 +
 +
----
 +
[[Human Resources|'''Human Resources''' Main Page]]
 +
----
 +
[[Communication|'''Communication''' Main Page]]
 
----
 
----
−
[[Communication|Communication Main Page]]
+
[[WebPams|'''JCampus''' Main Page]]
−
:[[Manage_Scheduled_Calls|Manage Scheduled Calls Page]]
 
−
:[[Staff_Event_Messages|Staff Event Messages Page]]
 
−
:[[Student_Event_Messages|Student Event Messages Page]]
 

Latest revision as of 07:58, 18 October 2023

This program will create groups of employees to be used in the JCALL (Communications) module. It limits the list of staff receiving the message based on their group assignment.

Video

Call Group Loader

Menu Location

Human Resources > Loaders > Call Group Loader

Setup Options

Cgl.png

School Year - Default value will be current school year.

District - Default value is based on the user's security settings. It 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.

Staff Group - Leave blank for all; select a group(s) to limit employees to that group(s).

Object Code - Choose to filter list by object codes.

Function Code - Choose to filter list by function codes.

Ok - Click to continue.

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

Main

Callgrouploadermain2.png

Call Group Loader Screen Features

Left Side of screen displays staff information and their group(s) assignment(s). Right Side of screen displays the list of available groups that can be used. Refer to the Create New Group instructions below.

Column Header

  • Left Side:

Staff - Name of employee

Site - School where employee is assigned

Group 1, Group 2,...Group 10 - Name of group(s) to which the employee has been assigned. All employees are not required to be assigned to a group.

  • Right Side:

Delete - Click this cell to delete a group

Group - Name of group(s) that have been created for this location.

Edit - Click to edit the group name and code.

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

Bottom

Callgroupbottom.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.

To Create a New Group:

  • Click the Action button at the top right of the screen.
  • Select Add New Group.
  • Type the name of the new group and click Save.
  • The new group name will appear in the list of groups on the right side of the screen.

Assign Employees to a Group:

  • Employees can only be assigned to 10 groups, although more than 10 groups can be created.
  • Click in any of the Group # columns beside the name of an employee that needs to be assigned to a group. An asterisk will appear in the cell.
  • Continue clicking in a Group # column for all employees to be assigned to the same group.
  • Click the Group on the right side of the screen.
  • A verification popup will appear. Click the appropriate response.
  • If you verify Yes to update, the asterisks will be changed to the group name.
  • If you verify No to update, then no changes will be made.
  • You may repeat this process to load additional employees to additional groups.

Print the Group Lists:

  • Change the setup box Staff Groups value to the specific group(s).
  • Click Ok and the screen will display only those employees assigned to the specific group(s).
  • Print - This will allow the user to print the report.

Print All Employees Whether or Not They are Assigned to a Group:

  • The setup box Staff Groups value must be blank or list all groups.
  • Click Ok and the screen will display all employees whether assigned to specific group(s) or not.
  • Print - This will allow the user to print the report.


Human Resources Main Page

Communication Main Page

JCampus Main Page

Retrieved from EDgear Wiki