Difference between revisions of "Student Demographic Fast Loader"

From EDgearWiki
Jump to navigationJump to search
 
(150 intermediate revisions by the same user not shown)
Line 1: Line 1:
 
__NOTOC__
 
__NOTOC__
This program will do the following:
+
'''This program will do the following:
  
* Allow a user to update the demographic information of the student all on one screen.
+
*Provide a user a way to update the demographic information for a student on one screen for the Mother, Father, Guardian, etc.
 
* Print a form for parents to review demographic information about a student, then return with any corrections.
 
* Print a form for parents to review demographic information about a student, then return with any corrections.
 
* Print Short forms with student information and also blank short forms.
 
* Print Short forms with student information and also blank short forms.
* Print multiple Leave Entry Packages.
+
* Print multiple Leave Entry Packages.'''
  
 
'''Permission'''
 
'''Permission'''
Line 13: Line 13:
 
[[File:permission.PNG]]
 
[[File:permission.PNG]]
  
===Video How-to===
+
==Menu Location==
[[media:ST-DemoFastLoader.mov|Student Demographic Fast Loader video]]
+
 
 +
'''Student > Loaders > Student Demographic Fast Loader'''
 +
 
 +
==Setup Options==
 +
 
 +
[[File:studdemofastloadsetup6.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.
 +
 
 +
'''Student''' - This will generate a list of students to select from.
 +
 
 +
'''As of Date''' - This choice will list only those students who are actively enrolled as of the date selected in the date field.
 +
 
 +
'''Show SSN on Report''' - Show the social security number on the report
 +
 
 +
'''Order To List''' - Allows for the list to be sorted in the desired way upon clicking OK.
 +
 
 +
'''Class Period''' - Click inside the box to choose class period.
 +
 
 +
'''Semester''' - Click inside the box to choose the semester.
 +
 
 +
'''[[Short Form]]''' - Options for Short Form.
 +
 
 +
'''[[Demographic Form]]''' - Options for Demographic Form.
 +
 
 +
'''Ok''' - Click to continue.
 +
 
 +
===Filters===
 +
 
 +
[[File:studdemofastloadfilters.png]]
 +
 
 +
'''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.
 +
 
 +
'''Ethnic''' - Leave blank or select all to include all ethnicities. Otherwise, choose the desired ethnicity.
 +
 
 +
'''Program''' - Leave blank if all program codes are to be included into the report. Otherwise, choose the desired program code.
 +
 
 +
'''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.
 +
 
 +
'''Special Codes''' - Leave blank if all special codes are to be included into the report.  Otherwise, choose the desired special code.
  
 +
'''Team''' - Leave blank if all teams are to be included into the report.  Otherwise, choose the desired team.
  
===Directions for Printing a Demographic Page to Send Home:===
+
'''Special Codes''' - Leave blank if all special codes are to be included into the report.  Otherwise, choose the desired special code.
  
==Menu Location==
+
'''Custom Codes''' - Select Custom Codes created in the [[Custom Code Management]] to filter the student list.
 +
 
 +
'''SBLC Retained Codes''' - Click in the box for SBLC retention codes.
  
[[File:nandemomenu.png]]
+
'''Homeroom''' - Leave blank if all homerooms are to be included into the report. Otherwise, choose the desired homeroom.  
  
 +
'''Advisor''' - Selects students for this report based on the Advisor that have been assigned to individual students.
  
In the upper left navigation panel, select '''Student Master''' > '''Loaders''' > '''Student Demographic Fast Loader'''”.
+
'''Morning Bus''' - Morning bus number
  
 +
'''Evening Bus''' - Evening bus number
  
==Setup Options==
+
'''Sped:'''
 +
'''All''' - Select this to show all students.
 +
'''Sped Only''' - Select this to show Sped only students.
 +
'''Non Sped''' - Select this to show Non Sped students
  
 +
'''504:'''
 +
'''All''' - Select this to show all students.
 +
'''504 Only''' - Select this to show 504 only students.
 +
'''Non 504''' - Select this to show Non 504 students.
  
 +
'''LEP:'''
 +
'''All''' - Select this to show all students.
 +
'''LEP Only''' - Select this to show LEP only students.
 +
'''Non LEP''' - Select this to show Non LEP students.
  
'''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.
+
Click '''OK''' to continue.
 +
A listing of students with a checkbox will be displayed. 
 +
*Click in the checkbox of the desired students to create the form(s) that are listed below or  click the top checkbox to select all students.
 +
*Click on the student's name to have the edit window appear and allow changes to be made to the student's information.
 +
:Example: To not get phone calls (or emails) for any of these subjects, Tardies (TARD), Attendance (ATND), Discipline (DISC), Grades (GRDS), Events (EVNT), click any of the phone number(s) fields for the Father, Mother, and/or Guardian. NOTE: No work numbers will be called.  Click the “'''Save'''” button located on the lower left to save any changes.
  
'''District''' - Default value is based on your security settings. You will be limited to your district only.
+
==Main==
  
'''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
+
[[File:studdemofastloadmain2.png]]
  
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
+
===Column Headers===
  
schools in your district.
+
'''Check these boxes on the left to choose student(s)'''
'''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.
+
'''SIDNO''' - Student's identification number
  
'''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  
+
'''School''' - Site code of the school in which the student is enrolled
  
the field to the right of Gender to select the desired gender to be included.
+
'''Student Name''' - Student's full name
  
'''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 in
+
'''Grade''' - Student's grade of enrollment
  
the field to the right of Ethnic to select the desired ethnic(s) to be included.
+
'''Ethnic''' - Student's race/ethnicity
  
'''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.
+
'''Gender''' - Student's gender
  
'''Club''' - 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
+
'''Homeroom Teacher''' - Student's homeroom teacher
  
select the desired club(s) to view.
+
'''Programs''' -  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.
  
'''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  
+
'''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
  
right of Teams to select the desired Teams(s) to view.
+
select the desired club(s) to view.
  
 
'''Special Codes''' - Special Codes must have been entered into the Student Master record for students. Leave blank if all special codes are to be included into the report. Otherwise click in  
 
'''Special Codes''' - Special Codes must have been entered into the Student Master record for students. Leave blank if all special codes are to be included into the report. Otherwise click in  
Line 66: Line 132:
 
the field to the right of Special Codes to select the desired special code(s) to view.
 
the field to the right of Special Codes to select the desired special code(s) to view.
  
'''Homeroom''' - The teacher who is assigned a group of students in addition to the regular classes that they teach. Leave blank if all homerooms are to be included into the report. Otherwise
+
'''Morning Bus''' - Morning bus number.
 +
 
 +
'''Evening Bus''' - Evening bus number.
  
click in the field to the right of Homeroom to select the desired homeroom(s) to view.
+
To find definitions of commonly used column headers, follow this link: [[Common Column Headers]].
  
'''Student''' - This will generate a list of students to select from.
+
==Bottom==
 +
 
 +
[[File:nandemobottom.png]]
  
'''As of Date''' - This choice will list only those students who are actively enrolled as of the date selected in the date field.
 
  
'''Show SSN - Show the social security number on the report
+
'''Setup''' - Click to go back to the Setup box.
  
'''Order To List''' - Allows for the list to be sorted in the desired way upon clicking OK.
+
[[Standard Print Options | '''Print''']] - This will allow the user to print the report.
 +
 +
'''Help''' - Click to view written instructions and/or videos.
  
'''Show Parent’s Security Code''':  Select to show the 5 digit code (PSN) needed for the Parent / Guardian to create a Student Progress Center Account.
 
  
'''Show JCOMM Permissions''':  Use only if the district uses the Edgear Call SystemSelect to show a place for the parent / guardian to indicate that a call is not to be placed to a given
+
'''Print Short Form''' - Click the button on the lower right of the screenA print preview will be displayed to review the report before printing.  Note: If a large school,
  
phone number.
+
it may take a minute or two to get the report.
  
'''Show General Permissions''':  Deselect (no check) to show the Comments from Student Master at the bottom of the form.  Select to show Permissions check boxes at the bottom of the form. 
 
  
'''Show Alert Codes''': Shows a student's alert code.  To print '''Alert Codes''' on Demographic Form, you must check "Show Alert Codes" and "Show Comments".
+
[[File:studtenrollform2.png]]
  
'''Show Comments''': This will show the student's master record comments on the Student Short Form.  You may choose to "Show General Permission" or Show Comments" but not both.
 
  
'''Show Blank JCOMM Permissions'''. By selecting this option the printout will show the blank check boxes on the short for each selected student. This will give the parents/guardian the
+
'''Print Blank Short Form''' - Print blank forms to send home for parents to fill out for verification.
  
mechanism to update these permissions.
 
  
'''Morning Bus''' - Morning bus number
+
[[File:studdemoform.PNG]]
  
'''Evening Bus''' - Evening bus number
 
Click '''OK'''.
 
To find definitions for standard setup values, follow this link: '''<span style="background:yellow">[[Standard Setup Options]]</span>'''.
 
  
[[File:nandemomain.png]]
+
'''Print Demographics''' - Print demographic sheet on student(s).
  
#* Shown below are typical Settings for Student Progress Center confirmation.
 
# [[File:studensetup.png]]
 
# A listing of students with a select box will be displayed.  Click in the select box of the desired students to create a form, or to select all students displayed, click the square in the upper left.  You will then notice that a check mark is placed to the left of the name of the student(s).
 
# To print the forms, click the '''Print Short Form''' button on the lower right of the screen.  A print preview will be displayed to review the report before printing.  Note: If a large school, it may take a minute or two to get the report.
 
  
===Directions for Updating Student Demographics When the Form Is Returned:===
+
[[File:studdemoform.png]]
  
'''Note:'''  This is not the only way to update demographics.  If the user is more comfortable updating demographics in the Student Master module, that is certainly a good option.  The advantage here is that all of the demographic information is on one screen that roughly fits the form that was printed out.
 
  
# When the forms are returned, go to the '''Student Demographics Fast Loader''' as detailed earlier in steps 1 and 2 on the previous page.
+
'''Print Leave/Entry Package''' - Click on this tab and choose from the setup box what you want to print for package.
# [[File:appleseed.PNG]]
 
# At the student listing, click on a '''student’s name or ID number'''.  Give it two or three seconds, then you will see a demographic screen that will appear as shown below.  Generally, you will find that the fields match the layout of the printed demographic page.
 
# Update the information on the screen by clicking on  certain fields and then a pop window will allow you to edit information.
 
#For example:  Click in the Military field and this box will pop up.[[File:militarystatus.PNG]]
 
# To update the '''opt out''' for the items listed below click any of the phone number(s) fields for the Father, Mother, and/or Guardian. NOTE: No work numbers will be called; therefore, you will not get a popup for updating the opt out for any work number.
 
#*Tardies (TARD)
 
#*Attendance (ATND)
 
#*Discipline (DISC)
 
#*Grades (GRDS)
 
#*Events (EVNT)
 
#To update the permissions found on the bottom of the sample above, click the permissions tab at the bottom of the student master.
 
# Important! Click the “'''Save'''” button located on the lower left to store the changes.
 
# Tip:  If the user wishes to print an updated form of demographic information on the student, click the “'''Print Short Form” '''button located in the lower left.
 
# Click the yellow “x” in the upper right to close the screen. You will be returned to the student listing.
 
# To work on the next student, browse the listing to the desired student, click on the student name or ID, and repeat the steps above.
 
  
===Directions for Printing Multiple Entry Leave Package:===
+
[[File:leaveentry.png]]
#Once you click "OK" on the set up box, you will have a list of students. Check one, several or all students and then click on '''Print Entry/Leave Package'''.
 
#Click on the following link for further instructions on which reports, etc. that you will need.
 
  
[[Print Entry/Leave Packet]]
 
  
 +
===Print Multiple Entry Leave Package:===
  
'''Print Options'''
+
Once you click "OK" on the set up box, you will have a list of students. Check one, several or all students and then click on '''Print Entry/Leave Package'''.
  
To find the print instructions, follow this link: '''<span style="background:yellow">[[Standard Print Options]]</span>'''.
 
  
  
 
----
 
----
 
[[Student Master|'''Student Master''' Main Page]]
 
[[Student Master|'''Student Master''' Main Page]]
 
 
----
 
----
 
[[WebPams|'''JCampus''' Main Page]]
 
[[WebPams|'''JCampus''' Main Page]]

Latest revision as of 14:43, 5 June 2024

This program will do the following:

  • Provide a user a way to update the demographic information for a student on one screen for the Mother, Father, Guardian, etc.
  • Print a form for parents to review demographic information about a student, then return with any corrections.
  • Print Short forms with student information and also blank short forms.
  • Print multiple Leave Entry Packages.

Permission

Note: If profile SE (secretaries) has the below security, they will not be able to make changes.

Permission.PNG

Menu Location

Student > Loaders > Student Demographic Fast Loader

Setup Options

Studdemofastloadsetup6.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.

Student - This will generate a list of students to select from.

As of Date - This choice will list only those students who are actively enrolled as of the date selected in the date field.

Show SSN on Report - Show the social security number on the report

Order To List - Allows for the list to be sorted in the desired way upon clicking OK.

Class Period - Click inside the box to choose class period.

Semester - Click inside the box to choose the semester.

Short Form - Options for Short Form.

Demographic Form - Options for Demographic Form.

Ok - Click to continue.

Filters

Studdemofastloadfilters.png

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.

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

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

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.

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

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

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

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

SBLC Retained Codes - Click in the box for SBLC retention codes.

Homeroom - Leave blank if all homerooms are to be included into the report. Otherwise, choose the desired homeroom.

Advisor - Selects students for this report based on the Advisor that have been assigned to individual students.

Morning Bus - Morning bus number

Evening Bus - Evening bus number

Sped: All - Select this to show all students. Sped Only - Select this to show Sped only students. Non Sped - Select this to show Non Sped students

504: All - Select this to show all students. 504 Only - Select this to show 504 only students. Non 504 - Select this to show Non 504 students.

LEP: All - Select this to show all students. LEP Only - Select this to show LEP only students. Non LEP - Select this to show Non LEP students.

Click OK to continue. A listing of students with a checkbox will be displayed.

  • Click in the checkbox of the desired students to create the form(s) that are listed below or click the top checkbox to select all students.
  • Click on the student's name to have the edit window appear and allow changes to be made to the student's information.
Example: To not get phone calls (or emails) for any of these subjects, Tardies (TARD), Attendance (ATND), Discipline (DISC), Grades (GRDS), Events (EVNT), click any of the phone number(s) fields for the Father, Mother, and/or Guardian. NOTE: No work numbers will be called. Click the “Save” button located on the lower left to save any changes.

Main

Studdemofastloadmain2.png

Column Headers

Check these boxes on the left to choose student(s)

SIDNO - Student's identification number

School - Site code of the school in which the student is enrolled

Student Name - Student's full name

Grade - Student's grade of enrollment

Ethnic - Student's race/ethnicity

Gender - Student's gender

Homeroom Teacher - Student's homeroom teacher

Programs - 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.

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.

Special Codes - Special Codes must have been entered into the Student Master record for students. Leave blank if all special codes are to be included into the report. Otherwise click in

the field to the right of Special Codes to select the desired special code(s) to view.

Morning Bus - Morning bus number.

Evening Bus - Evening bus number.

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

Bottom

Nandemobottom.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.


Print Short Form - Click the button on the lower right of the screen. A print preview will be displayed to review the report before printing. Note: If a large school,

it may take a minute or two to get the report.


Studtenrollform2.png


Print Blank Short Form - Print blank forms to send home for parents to fill out for verification.


Studdemoform.PNG


Print Demographics - Print demographic sheet on student(s).


Studdemoform.png


Print Leave/Entry Package - Click on this tab and choose from the setup box what you want to print for package.

Leaveentry.png


Print Multiple Entry Leave Package:

Once you click "OK" on the set up box, you will have a list of students. Check one, several or all students and then click on Print Entry/Leave Package.



Student Master Main Page


JCampus Main Page

Retrieved from EDgear Wiki