Difference between revisions of "Referral List"

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__NOTOC__
 
__NOTOC__
 
'''This report gives the user a list of referrals for all students that have been entered into the discipline system.'''
 
'''This report gives the user a list of referrals for all students that have been entered into the discipline system.'''
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==Menu Location==
 
==Menu Location==
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[[File:sch126.png]]
 
  
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Click on '''Discipline'''. Under '''List''', select '''Referral List'''.
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'''Discipline''' > '''List''' > '''Referral List'''
  
 +
===Setup Options===
  
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[[File:referrallistsetup2.png]]
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===Setup Options===
 
−
[[File:sch130.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. It 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 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.
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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''' - 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.
+
'''Grade''' - Leave blank or select all to include all grade levels. Otherwise, choose the desired grade level.
  
 
'''From 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.
 
'''From 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.
  
 
'''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.
 
'''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.
 +
 +
'''Column''' - Select the columns to show on the report.
  
 
'''Filters''' - Click for additional options.
 
'''Filters''' - Click for additional options.
  
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Click the '''OK''' to continue.
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'''[[Report]]''' - The user can click in this box to select a report that was previously created.  
  
 +
'''OK''' - Click to continue.
  
 +
To find definitions for standard setup values, follow this link: [[Standard Setup Options]].
  
 
'''Filters'''
 
'''Filters'''
  
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[[File:sch131.png]]
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[[File:referrallistfilters2.png]]
  
 
'''Show Type'''
 
'''Show Type'''
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*'''Homeroom Order''' - This will sort/print the list first by homeroom teacher name and then alphabetically by the student's last name.
 
*'''Homeroom Order''' - This will sort/print the list first by homeroom teacher name and then alphabetically by the student's last name.
  
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'''Clubs''' - Extracurricular activities in which students may participate. Leave blank if all clubs are to be included into the report. Otherwise click in the field to the right of Clubs to select the desired club(s) to view.
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'''Clubs''' - Leave blank if all clubs are to be included into the report. Otherwise. choose the desired club code.
 +
 
 +
'''Sports''' - Leave blank if all sports are to be included into the report. Otherwise, choose the desired sport code.
 +
 
 +
'''Program''' - Leave blank if all program codes are to be included into the report. Otherwise, choose the desired program code.
 +
 
 +
'''Team''' - Leave blank if all teams are to be included into the report.  Otherwise, choose the desired team.
 +
 
 +
'''Morning Bus''' - This will display the morning bus for which to filter.
 +
 
 +
'''Evening Bus''' - This will display the evening bus for which to filter.
 +
 
 +
'''Incidents''' - Click inside the box to choose an Incident Code from the list.
  
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'''Sports''' - Leave blank if all sports are to be included into the report. Otherwise click in the field to the right of Sports to select the desired sport(s) to view.
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'''Actions''' - Click inside the box to choose an Admin Action Code from the list.
  
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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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'''Sped:'''
  
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'''Show Total Referral Counts''' - check to see total counts per student for year to date and period to date based on the from and to dates.
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'''All''' - Select to view all students.
  
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'''Teams''' - 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 right of Teams to select the desired '''Teams(s)''' to view.
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'''Sped Only''' - Select to view only Sped students.
  
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'''Morning Bus''' - This will display the morning bus.
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'''Non Sped''' - Select to view only non Sped students.
  
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'''Evening Bus''' - This will display the evening bus.
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'''504:'''
  
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'''Sped'''
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'''All''' - Select to view all students.
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*'''All''' - This will display all students.
 
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*'''Sped Only''' - This will display only sped students.
 
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*'''Non Sped''' - This will display non sped students.
 
  
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'''504'''
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'''504 Only''' - Select to view only 504 students.
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*'''All''' - This will display all students.
 
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*'''504 Only''' - This will display only 504 students.
 
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*'''Non 504''' - This will display non 504 students.
 
  
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'''Show Remote'''
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'''Non 504''' - Select to view only non 504 students.
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*'''Non-Remote''' - This will display non remote students.
 
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*'''Remote''' - This will display only remote students.
 
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*'''All''' - This will display all students.
 
  
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'''Show Total Referral Counts''' - This will show the total number of referrals for a student.
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'''Show Remote:'''
 +
 
 +
'''Non-Remote''' - This will display non remote students.
 +
 
 +
'''Remote''' - This will display only remote students.
 +
 
 +
'''All''' - This will display all students.
 +
 
 +
'''Show Total Referral Counts''' - Check to see total counts per student for YTD (year to date) and PTD (period to date). PTD is based on the From and To dates.
  
 
'''Show All Referrals For Active Students'''  - This will show the total number of referrals for only active students.
 
'''Show All Referrals For Active Students'''  - This will show the total number of referrals for only active students.
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'''Non-Duplicated Student List'''  - This will only display the student one time.
 
'''Non-Duplicated Student List'''  - This will only display the student one time.
  
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'''Show Referrals for the To Date''' by clicking in the square to the left of what is needed for the report. One, two, or all three squares may be checked.
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'''Show Referrals for the To Date''' - Only show referrals for the To Date chosen on the Setup box.
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'''Include Imported Referrals''' - This will import referrals from a previous school.
 
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'''Show Only OOZ Students''' - Check to show only OOZ Students in the report
 
  
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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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'''Include Imported Referrals''' - This will show referrals from a previous school.
  
 +
'''Show Only OOZ Students''' - Check to show only OOZ Students in the report.
  
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Click the '''OK''' to continue.
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'''OK''' - Click to continue.
  
 
==Main==
 
==Main==
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[[File:sch133.png]]
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[[File:referrallistmain.png]]
  
 +
===Column Headers===
 +
'''Edit''' - Edit the recorded referral.
  
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===Column Headers===
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'''RSch'''- Student`s school where referral was recorded.
  
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'''Edit''': Edit the recorded referral.
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'''RSch Name''' - Full name of student's school where referral was recorded.
  
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'''RSch''': Student`s school where referral was recorded.
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'''Student Name''' - Name of student.
  
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'''Student Name''': Name of student.
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'''ESch''' - Student`s school of enrollment.
  
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'''ESch''': Student`s school of enrollment.
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'''ESch Name''' - Full name of student's school of enrollment.
  
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'''SIDNO''': Student ID number.
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'''SIDNO''' - Student ID number.
  
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'''GD''': Student`s grade.
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'''GD''' - Student`s grade.
  
 
'''IEP''' - Student has IEP.
 
'''IEP''' - Student has IEP.
  
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'''Eth''': Student's race/ethnicity .
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'''Eth''' - Student's race/ethnicity .
  
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'''Gen''': Student's gender.
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'''Gen''' - Student's gender.
  
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'''Ref#: Referral number.
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'''Lunch''' - Lunch code
  
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'''Ref Date''': Date of referral.
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'''Ref# - Referral number.
  
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'''Refer Name''':Name of staff referring student.
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'''Ref Date''' - Date of referral.
  
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'''Bus''': Is this a bus referral.
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'''Refer Name''' - Name of staff referring student.
  
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'''Inc''': Primary Incident Code.
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'''Bus''' - Is this a bus referral.
  
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'''Incident CD Description''':Primary incident description.
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'''Inc''' - Primary Incident Code.
  
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'''ACD''': Administrator action code 1.
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'''Incident CD Description''' - Primary incident description.
  
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'''Admin Code Desc''': Administrator action code 1 description.
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'''ACD''' - Administrator action code 1.
  
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'''Adm Date''': Date of Administrator Action Code 1.
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'''Admin Code Desc''' - Administrator action code 1 description.
  
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'''ACD2''': Administrator action code 2.
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'''Adm Date''' - Date of Administrator Action Code 1.
  
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'''ACD3''': Administrator action code 3.
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'''ACD2''' - Administrator action code 2.
  
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'''ACD4''': Administrator action code 4.
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'''ACD3''' - Administrator action code 3.
  
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'''HCD''': Hearing result state code.
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'''ACD4''' - Administrator action code 4.
  
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'''HCD Description''': Hearing results description.
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'''HCD''' - Hearing result state code.
  
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'''Type''': Referral type (Major/Minor).
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'''HCD Description''' - Hearing results description.
  
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'''Minutes''': The number of minutes the student was removed from class and their regular setting.
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'''Type''' - Referral type (Major/Minor).
 +
 
 +
'''Minutes''' - The number of minutes the student was removed from class and their regular setting. The discipline program only pulls minutes removed from the minutes removed field on the Admin page of [[Discipline Posting]].  Minutes removed is not calculated based on the time range posted for a discipline record.
  
 
'''Homeroom''' - Student's homeroom teacher's name.
 
'''Homeroom''' - Student's homeroom teacher's name.
 +
 +
'''Create User''' - Login Name of user that created the Discipline Record.
  
 
'''Create Date''' - This is the day the referral created.
 
'''Create Date''' - This is the day the referral created.
  
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To find definitions of commonly used column headers, follow this link: '''<span style="background:yellow">[[Common Column Headers]]</span>'''.
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'''Change User''' - Login Name of the user that last changed the Discipline Record.
 +
 
 +
'''Change Date''' - Date the Discipline Record was last changed.
 +
 
 +
To find definitions of commonly used column headers, follow this link: [[Common Column Headers]].
  
 
==Bottom==
 
==Bottom==
−
[[File:sch9.png]]
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[[File:referrallistbottom2.png]]
  
 
'''Setup''': Click to go back to the Setup box.
 
'''Setup''': Click to go back to the Setup box.
  
−
'''Print''': To find the print instructions, follow this link: '''<span style="background:yellow">[[Standard Print Options]]</span>'''.
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'''[[Standard Print Options | Print]]''' - This will allow the user to print the report.
 +
 
 +
'''[[Communicate]]''': This will allow direct JCall/Email access to the list of students on the report.
  
 
'''Help''': Click to find written instructions and/or video.
 
'''Help''': Click to find written instructions and/or video.

Latest revision as of 09:59, 23 February 2024

This report gives the user a list of referrals for all students that have been entered into the discipline system.

Menu Location

Discipline > List > Referral List

Setup Options

Referrallistsetup2.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. 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.

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

From 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.

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.

Column - Select the columns to show on the report.

Filters - Click for additional options.

Report - The user can click in this box to select a report that was previously created.

OK - Click to continue.

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

Filters

Referrallistfilters2.png

Show Type

  • All - This will display all discipline referrals.
  • Major- This will display only Major referrals.
  • Minor - This will display only Minor referrals.

Order to Lists

  • Alpha Order - This will sort/print the list alphabetically by the student's last name.
  • Homeroom Order - This will sort/print the list first by homeroom teacher name and then alphabetically by the student's last name.

Clubs - Leave blank if all clubs are to be included into the report. Otherwise. choose the desired club code.

Sports - Leave blank if all sports are to be included into the report. Otherwise, choose the desired sport code.

Program - Leave blank if all program codes are to be included into the report. Otherwise, choose the desired program code.

Team - Leave blank if all teams are to be included into the report. Otherwise, choose the desired team.

Morning Bus - This will display the morning bus for which to filter.

Evening Bus - This will display the evening bus for which to filter.

Incidents - Click inside the box to choose an Incident Code from the list.

Actions - Click inside the box to choose an Admin Action Code from the list.

Sped:

All - Select to view all students.

Sped Only - Select to view only Sped students.

Non Sped - Select to view only non Sped students.

504:

All - Select to view all students.

504 Only - Select to view only 504 students.

Non 504 - Select to view only non 504 students.

Show Remote:

Non-Remote - This will display non remote students.

Remote - This will display only remote students.

All - This will display all students.

Show Total Referral Counts - Check to see total counts per student for YTD (year to date) and PTD (period to date). PTD is based on the From and To dates.

Show All Referrals For Active Students - This will show the total number of referrals for only active students.

Non-Duplicated Student List - This will only display the student one time.

Show Referrals for the To Date - Only show referrals for the To Date chosen on the Setup box.

Include Imported Referrals - This will show referrals from a previous school.

Show Only OOZ Students - Check to show only OOZ Students in the report.

OK - Click to continue.

Main

Referrallistmain.png

Column Headers

Edit - Edit the recorded referral.

RSch- Student`s school where referral was recorded.

RSch Name - Full name of student's school where referral was recorded.

Student Name - Name of student.

ESch - Student`s school of enrollment.

ESch Name - Full name of student's school of enrollment.

SIDNO - Student ID number.

GD - Student`s grade.

IEP - Student has IEP.

Eth - Student's race/ethnicity .

Gen - Student's gender.

Lunch - Lunch code

Ref# - Referral number.

Ref Date - Date of referral.

Refer Name - Name of staff referring student.

Bus - Is this a bus referral.

Inc - Primary Incident Code.

Incident CD Description - Primary incident description.

ACD - Administrator action code 1.

Admin Code Desc - Administrator action code 1 description.

Adm Date - Date of Administrator Action Code 1.

ACD2 - Administrator action code 2.

ACD3 - Administrator action code 3.

ACD4 - Administrator action code 4.

HCD - Hearing result state code.

HCD Description - Hearing results description.

Type - Referral type (Major/Minor).

Minutes - The number of minutes the student was removed from class and their regular setting. The discipline program only pulls minutes removed from the minutes removed field on the Admin page of Discipline Posting. Minutes removed is not calculated based on the time range posted for a discipline record.

Homeroom - Student's homeroom teacher's name.

Create User - Login Name of user that created the Discipline Record.

Create Date - This is the day the referral created.

Change User - Login Name of the user that last changed the Discipline Record.

Change Date - Date the Discipline Record was last changed.

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

Bottom

Referrallistbottom2.png

Setup: Click to go back to the Setup box.

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

Communicate: This will allow direct JCall/Email access to the list of students on the report.

Help: Click to find written instructions and/or video.


Discipline Main Page

JCampus Main Page

Retrieved from EDgear Wiki