Difference between revisions of "Counselor Loader"

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Video
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__NOTOC__
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'''This program is a fast loader for student's counselors.'''
  
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==Menu Location==
  
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#Login to WebPams.
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'''Student > Loaders > Counselor Loader'''
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#Select '''Loaders''' under the Student Master program area on the left of the screen.
 
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#Select '''Counselor Loader'''.
 
  
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==Setup Options==
  
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'''Setup Box Option'''
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[[File:counselorloadsetup.png]]
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#Verify '''Year, District, and School'''. These default values are based on your security settings.
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#Select '''Grade'''. Leave the Grade field blank if all grade levels are to be included. Otherwise click in the box to the right of “Grade” to select the desired grade level(s) to be included.
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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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#Select '''Gender'''. Leave the Gender field blank if all grade levels are to be included. Otherwise click in the box to the right of “Grade” to select the desired grade level(s) to be included.
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#Click '''Ok''' to move to the next screen.
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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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#The students will be listed on the left side of the screen with counselors listed on the right.  
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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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'''Ethnic''' - Leave blank or select all to include all ethnicities. Otherwise, choose the desired ethnicity.
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'''Gender''' - Leave blank or select all to include all genders.  Otherwise, choose the desired gender.
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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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'''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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'''Custom Codes''' - Select the Custom Codes created in the [[Custom Code Management]] to filter the student list.
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'''OK''' - Click to continue.
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To find definitions for standard setup values, follow this link: [[Standard Setup Options]].
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==Main==
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[[File:counselorloadermain3.png]]
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===Column Headers===
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'''Sch''' - Student's school of enrollment
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'''SIDNO''' - Student's identification number
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'''Student Name''' - Student's name
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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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'''Counselor''' - Student's counselor.  The list of counselors to choose from is located on the right.
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'''Counselor ID''' - Student's counselor identification number.
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'''SIS School''' - Student's SIS school number.
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To find definitions of commonly used column headers, follow this link: [[Common Column Headers]].
  
  
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#An asterisk (*) will appear in the field.  
 
#An asterisk (*) will appear in the field.  
 
#After selecting the students that need the same counselor, click the name on the right side of the screen.
 
#After selecting the students that need the same counselor, click the name on the right side of the screen.
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#A message will appear indicating that rows have been updated.
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#Click '''Ok'''.
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'''Assign all students (i.e.--all 9th grade students) to a Counselor using the following steps.'''
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#Click the '''check box''' at the top of the '''Counselor''' column.
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#An asterisk (*) will appear in the all cells in this column.
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#Click the Counselor on the right side of the screen.
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#All asterisks will be changed to the selected Counselor.
 
#A message will appear indicating that rows have been updated.
 
#A message will appear indicating that rows have been updated.
 
#Click '''Ok'''.
 
#Click '''Ok'''.
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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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----
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[[Student Master|'''Student Master''' Main Page]]
  
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'''Print'''
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----
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#'''To print this report''' 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.
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[[WebPams|'''JCampus''' Main Page]]
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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.
 

Latest revision as of 11:40, 5 June 2024

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

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