Difference between revisions of "Referral List"

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__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.'''
−
===How-To===
 
  
−
#On the left, click on '''Discipline'''
+
==Menu Location==
−
#Under '''Discipline''', click on the arrow to the left of the word “List”
 
−
#Click on '''Referral List''' that appears under '''List'''
 
−
#Once the setup box appears, the following data should be set appropriately to receive accurate data:
 
−
#*'''Year''' should be set to the school year in which the report data need to be collected from
 
−
#*''' District''' and '''School''' should be defaulted based on the users security information
 
−
#*'''From''' and '''To''' both default to today`s date. This may be changed by clicking on the down arrows or by clicking on the calendar at the right of the line.
 
−
#'''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.
 
−
#'''Show All Referrals For Active Students''', '''Non-Duplicated Student List''', or '''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.
 
−
#'''Show''': Click in the radio button for the type of students needed.(All-Sped only-Non Sped)
 
−
#'''Show''': Click in the radio button for the type of students needed.(Non-Remote-Remote-All)
 
−
#'''Show Type''': All is defaulted but it may be changed by clicking on the down arrow to make the selection of Major or Minor
 
−
#'''Club''': Leave blank for no clubs to be shown or click in the cell and make your choice(s) from the pick list.
 
−
#'''Sport''': Leave blank for no sport to be shown or click in the cell and make your choice(s) from the pick list.
 
−
#'''Program''': Leave blank for no program to be shown or click in the cell and make your choice(s) from the pick list.
 
−
#'''Morning Bus''': Leave blank for no Morning Bus to be shown or click in the cell and make your choice(s) from the pick list.
 
−
#'''Evening Bus''': Leave blank for no Evening Bus to be shown or click in the cell and make your choice(s) from the pick list.
 
−
#Click the '''OK''' button to begin the '''Referral List'''.
 
  
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==='''Definitions of Column Headers'''===
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'''Discipline''' > '''List''' > '''Referral List'''
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#'''Edit''': Edit the recorded referral [[File:edit1.png]]
 
−
#'''RSch''': Student`s school where referral was recorded
 
−
#'''ESch''': Student`s school of enrollment
 
−
#'''Student Name''': Name of student
 
−
#'''ESch''': Student`s school of enrollment
 
−
#'''Sidno''': Student ID number
 
−
#'''Grade''': Student`s grade
 
−
#'''Ethnic''': Student's race/ethnicity
 
−
#'''Gender''': Student's gender
 
−
#'''Referral #: Referral number
 
−
#'''Ref Date''': Date of referral
 
−
#'''Referral Name''':Name of staff referring student
 
−
#'''Bus''': Is this a bus referral
 
−
#'''Inc''': Primary Incident Code
 
−
#'''Location''': Location of referral
 
−
#'''Incident Code Description''':Primary incident description
 
−
#'''Inc Code 1''': Incident 1 code number
 
−
#'''Inc Description 1''': Incident 1 Code 1 description
 
−
#'''Inc Code 2''': Incident 2 code number
 
−
#'''Inc Description 2''': Incident 2 Code 2 description
 
−
#'''Inc Code 3''': Incident 3 code number
 
−
#'''Inc Description 3''': Incident 3 Code 3 description
 
−
#'''Inc Code 4''': Incident 4 code number
 
−
#'''Inc Description 4''': Incident 4 Code 4 description
 
−
#'''Bus Ref''': Identifies if this is a Bus referral
 
−
#'''Staff Name''': Name of Staff member referring the student
 
−
#'''ACD''': Administrator action code 1
 
−
#'''Admin Code Desc''': Administrator action code 1 description
 
−
#'''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
 
−
#'''Conference''': Identifies a conference was held or not held
 
−
#'''Type''': Referral type (Major/Minor)
 
−
#'''Minutes''': The number of minutes the student was removed from class and their regular setting
 
  
−
==='''Buttons at the Bottom of the Referral List'''===
+
==Setup Options==
−
#'''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>'''.
+
[[File:referrallistsetup2.png]]
−
#'''Help''': Click to find written instructions and video.
+
 
 +
'''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'''
 +
 
 +
[[File: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==
 +
[[File: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==
 +
[[File:referrallistbottom2.png]]
 +
 
 +
'''Setup''': Click to go back to the Setup box.
 +
 
 +
'''[[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.
 +
 
 +
 
 +
----
 +
[[Discipline|'''Discipline''' Main Page]]
 +
 
 +
----
 +
[[WebPams|'''JCampus''' Main Page]]

Latest revision as of 08:44, 6 June 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