Difference between revisions of "Referral Detail List"
(46 intermediate revisions by the same user not shown) | |||
Line 1: | Line 1: | ||
__NOTOC__ | __NOTOC__ | ||
− | '''This report will provide a complete list view of discipline referrals.''' | + | '''This report will provide a complete list view of discipline referrals with details that have been entered into the discipline system.''' |
==Menu Location== | ==Menu Location== | ||
− | |||
− | + | '''Discipline > Lists > Referral Detail List''' | |
==Setup Options== | ==Setup Options== | ||
− | [[File: | + | [[File:refdetaillistsetup4.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. | ||
− | '''District''' - Default value is based on | + | '''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 | + | '''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. |
− | |||
− | |||
− | ''' | + | '''Column''' - Leave blank to include all columns. Click to obtain a pick list of columns that can be selected to view on the report. |
− | |||
− | ''' | + | '''As of Date''' - This choice will list only those students who are actively enrolled as of the date selected in the date field. |
− | the | + | |
+ | '''Special Codes''' - Leave blank if all special codes are to be included into the report. Otherwise, choose the desired special code. | ||
+ | |||
+ | '''Active Only''' - Check this box to have the program use the '''As of''' feature above. | ||
+ | |||
+ | '''Referral Date From''' - Select the dates that you want the referrals to fall between. This date defaults to the first day of school. If the date needs to be changed, click on the drop down arrows or click on the calendar to the right of the cell. | ||
+ | |||
+ | '''Referral Date To''' - Select the dates that you want the referrals to fall between. The date will default to today`s date. If the date needs to be changed, click on the drop down arrows or click on the calendar to the right of the cell. | ||
+ | |||
+ | '''Show Remote Scheduled Only''' - Choose to only see the remotely scheduled students. | ||
+ | |||
+ | '''Include Imported Referrals''' - Check the box to include referrals from previous schools. | ||
− | ''' | + | '''Print Break Per Student''' - Check this box to print each student's discipline record individually. |
− | ''' | + | '''Print Break on School''' - On this report, students will be sorted alphabetically by Eschool and printed on separate pages. Remember, be sure to look at the Eschool column instead of the Rschool column! |
− | ''' | + | '''Show Referral Total Counts''' - Creates a total row after each students referrals are listed. |
− | ''' | + | '''Show Only with Manifestation Date''' - Check this box to only show students that have a Manifestation Date in the [[Discipline Posting]]> Hearing tab. |
+ | |||
+ | '''[[Report]]''' - The user can click in this box to select a report that was previously created. | ||
+ | |||
+ | ===Filters=== | ||
+ | |||
+ | '''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 both genders. Otherwise, choose the desired gender. | ||
+ | |||
+ | '''Ethnic''' - Leave blank or select all to include all ethnicities. Otherwise, choose the desired ethnic. | ||
+ | |||
+ | '''Program''' - Leave blank if all program codes are to be included into the report. Otherwise, choose the desired program code. | ||
+ | |||
+ | '''Special Codes''' - Leave blank if all special codes are to be included into the report. Otherwise, choose the desired special code. | ||
+ | |||
+ | '''Custom Code''' - Select Custom Code created in the [[Custom Code Management]] to filter the student list. | ||
+ | |||
+ | '''Incident''' - Click inside the box to choose an Incident Code from the list. | ||
− | ''' | + | '''Action''' - 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. | |
− | '''OK''' - Click to continue. | + | '''OK''' - Click OK to continue. |
To find definitions for standard setup values, follow this link: [[Standard Setup Options]]. | To find definitions for standard setup values, follow this link: [[Standard Setup Options]]. | ||
==Main== | ==Main== | ||
− | |||
+ | [[File:refdiscrepmain2.png]] | ||
===Column Headers=== | ===Column Headers=== | ||
'''RSch''' - Student`s school where referral was recorded. | '''RSch''' - Student`s school where referral was recorded. | ||
+ | '''Student Name''' - Student's Name. | ||
+ | |||
+ | '''ESch''' - Student's school site number of enrollment. | ||
+ | |||
+ | '''ESch Name''' - Student's school name of enrollment. | ||
+ | |||
+ | '''SIDNO''' - Student identification number. | ||
+ | |||
+ | '''GD''' - Student's Grade of Enrollment. | ||
+ | |||
+ | '''Gen''' - Student's Gender. | ||
+ | |||
+ | '''Eth''' - Student's Race/Ethnicity. | ||
+ | |||
+ | '''Ethnic Description''' - Detailed ethnic description. | ||
+ | |||
+ | '''IEP''' - Student's IEP. | ||
+ | |||
+ | '''Sped''' - Is student Special Ed. | ||
+ | |||
+ | '''504''' - Is student 504. | ||
+ | |||
+ | '''Lunch''' - Student's Lunch Code (You must have proper user security in order to see this column.) | ||
+ | |||
+ | '''Ref#''' - This is is the student's referral number. | ||
'''Ref Date''' - Date of referral. | '''Ref Date''' - Date of referral. | ||
Line 72: | Line 116: | ||
'''Ref Time''' - Time of referral. | '''Ref Time''' - Time of referral. | ||
− | '''Event''' - | + | '''Event ID''' - ID of the event. |
+ | |||
+ | '''Loc''' - Location of Incident. | ||
+ | |||
+ | '''Location Description''' - Detailed location description. | ||
+ | |||
+ | '''ICD''' - Referral Incident Code 1. | ||
+ | |||
+ | '''Incident CD Description''' - Referral Incident Code 1 Description. | ||
+ | |||
+ | '''ICD2''' - Referral Incident Code 2. | ||
+ | |||
+ | '''Incident CD2 Description''' - Referral Incident Code 2 Description. | ||
− | ''' | + | '''ICD3''' - Referral Incident Code 3. |
− | ''' | + | '''Incident CD3 Description''' - Referral Incident Code 3 Description. |
− | ''' | + | '''ICD4''' - Referral Incident Code 4. |
− | ''' | + | '''Incident CD4 Description''' - Referral Incident Code 4 Description. |
− | ''' | + | '''Bus''' - Is This a Bus Referral. |
− | ''' | + | '''Refer ID''' - ID Number of Staff Member Referring Student |
− | ''' | + | '''Refer Name''' - Name of Staff Member Referring Student. |
− | ''' | + | '''T Eth''' - Ethnicity of Staff Member Referring Student. |
− | ''' | + | '''TCD''' - Teacher Action 1 Code. |
− | ''' | + | '''Teacher Code Description''' - Teacher Action 1 Code Description. |
− | ''' | + | '''TCD2''' - Teacher Action 2 Code. |
− | ''' | + | '''Teacher Code2 Description''' - Teacher Action 2 Code Description. |
− | ''' | + | '''TCD3''' - Teacher Action 3 Code. |
− | '''Teacher | + | '''Teacher Code3 Description''' - Teacher Action 3 Code Description. |
− | ''' | + | '''TCD4''' - Teacher Action 4 Code. |
− | '''Teacher | + | '''Teacher Code4 Description''' - Teacher Action 4 Code Description. |
− | ''' | + | '''ACD''' - Administrator Action Code 1. |
− | ''' | + | '''Admin Code Description''' - Administrator Action Code 1 Description. |
− | ''' | + | '''Adm Date''' - Date of Administrator Action Code 1. |
− | ''' | + | '''ACD2''' - Administrator Action Code 2. |
− | '''Admin | + | '''Admin Code2 Description''' - Administrator Action Code 2 Description. |
− | ''' | + | '''Adm2 Date''' - Date of Administrator Action Code 2. |
− | ''' | + | '''ACD3''' - Administrator Action Code 3. |
− | '''Admin | + | '''Admin Code3 Description''' - Administrator Action Code 3 Description. |
− | ''' | + | '''Adm3 Date''' - Date of Administrator Action Code 3. |
− | ''' | + | '''ACD4''' - Administrator Action Code 4. |
− | ''' | + | '''Adm4 Date''' - Date of Administrator Action Code 4. |
− | ''' | + | '''On Date''' - Disciplinarian Sign Date. |
− | ''' | + | '''CNF''' - Was Conference Held. |
− | ''' | + | '''CNF Date''' - The Date of the Conference. |
− | ''' | + | '''CNF Times''' - The Time of the Conference. |
− | ''' | + | '''S Days''' - Number of Days for ISS or OSS. |
− | ''' | + | '''ISS Start''' - In School Suspension Start Date. |
− | ''' | + | '''ISS Return''' - In School Suspension Return Date. |
− | ''' | + | '''OSS Start''' - Out of School Suspension Start Date. |
− | ''' | + | '''OSS Return''' - Out of School Suspension Return Date. |
− | ''' | + | '''RT''' - Was Student Not Expelled. |
− | ''' | + | '''TR''' - Was Student Expelled to Alternate Site. |
− | ''' | + | '''Exp''' - Was Student Expelled Permanently. |
− | ''' | + | '''Exp Start''' - Expulsion Start Date. |
− | ''' | + | '''Exp Return''' - Expulsion Return Date. |
− | ''' | + | '''Bus Start''' - Bus Suspension Start Date. |
− | ''' | + | '''Bus End''' - Bus Suspension Return Date. |
− | ''' | + | '''Mon Det Start''' - Monday Detention Start Time. |
− | ''' | + | '''Mon Det End''' - Monday Detention End Time. |
− | ''' | + | '''Tue Det Start''' - Tuesday Detention Start Time. |
− | ''' | + | '''Tue Det End''' - Tuesday Detention End Time. |
− | ''' | + | '''Wed Det Start''' - Wednesday Detention Start Time. |
− | ''' | + | '''Wed Det End''' - Wednesday Detention End Time. |
− | ''' | + | '''Thu Det Start''' - Thursday Detention Start Time. |
− | ''' | + | '''Thu Det End''' - Thursday Detention End Time. |
− | ''' | + | '''Fri Det Start''' - Friday Detention Start Time. |
− | ''' | + | '''Fri Det End''' - Friday Detention End Time. |
− | ''' | + | '''Sat Det Start''' - Saturday Detention Start Time. |
− | ''' | + | '''Sat Det End''' - Saturday Detention End Time. |
− | ''' | + | '''Oth Det Start''' - Other Detention Start Time. |
− | ''' | + | '''Oth Det End''' - Other Detention End Time. |
− | ''' | + | '''Det Days''' - Days of the Week for the Detention. |
− | ''' | + | '''Det Start''' - Detention Start Date. |
− | ''' | + | '''Det Return''' - Detention Return Date. |
− | ''' | + | '''Detention Room''' - Detention Room Name/Number. |
− | ''' | + | '''Detention Room 2''' - Detention Room Name/Number 2. |
− | ''' | + | ''' Man Date''' - Manifestation Hearing Date. In [[Discipline Posting]]> Hearing tab is where the date comes from to show in this column. The Hearing Manifestation Date is the date that the manifestation hearing was held for SPED students to determine if behavior was related to their disability. |
− | ''' | + | '''Hearing Date''' - Referral Hearing Date. |
− | ''' | + | '''Hearing Results''' - Hearing Results State Code. |
− | ''' | + | '''Special Codes''' - Student's Special Codes. |
− | ''' | + | '''Hate/Bias''' - Describes what group was being targeted if this event was motivated by hate or prejudice against a specific group of individuals. |
− | ''' | + | '''Drugs''' - Tells whether this event was related to drugs. |
− | ''' | + | '''Alcohol Use''' - Tells whether this event was related to alcohol use. |
− | ''' | + | '''Gangs''' - Tells whether this event was gang related or motivated. |
− | ''' | + | '''Remarks''' - Discipline remarks from the referral page 1 in [[Discipline Posting]]. |
− | ''' | + | '''SIS Incident''' - SIS code incident. |
+ | |||
+ | '''SIS Description''' - SIS incident description. | ||
+ | |||
+ | '''State ID''' - Student state identification number. | ||
+ | |||
+ | '''Disciplinarian Signed Form''' - Name of disciplinarian that signed the form. | ||
+ | |||
+ | '''Other Agencies''' - Any other agencies that were involved with this event. | ||
To find definitions of commonly used column headers, follow this link: [[Common Column Headers]]. | To find definitions of commonly used column headers, follow this link: [[Common Column Headers]]. | ||
Line 229: | Line 293: | ||
'''Help''': Click to find written instructions and/or video. | '''Help''': Click to find written instructions and/or video. | ||
+ | |||
+ | |||
+ | '''Q & A''' | ||
+ | |||
+ | '''Q''' - Why does the '''Referral Detail List''' Report summary not match the [[Discipline Frequency Report]] summary? | ||
+ | |||
+ | '''A''' - The Discipline Frequency Report is only showing regular discipline records. They do not include Bus referrals. The Detail List shows both. | ||
+ | |||
+ | |||
Latest revision as of 10:01, 13 November 2024
This report will provide a complete list view of discipline referrals with details that have been entered into the discipline system.
Menu Location
Discipline > Lists > Referral Detail List
Setup Options
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.
Column - Leave blank to include all columns. Click to obtain a pick list of columns that can be selected to view on the report.
As of Date - This choice will list only those students who are actively enrolled as of the date selected in the date field.
Special Codes - Leave blank if all special codes are to be included into the report. Otherwise, choose the desired special code.
Active Only - Check this box to have the program use the As of feature above.
Referral Date From - Select the dates that you want the referrals to fall between. This date defaults to the first day of school. If the date needs to be changed, click on the drop down arrows or click on the calendar to the right of the cell.
Referral Date To - Select the dates that you want the referrals to fall between. The date will default to today`s date. If the date needs to be changed, click on the drop down arrows or click on the calendar to the right of the cell.
Show Remote Scheduled Only - Choose to only see the remotely scheduled students.
Include Imported Referrals - Check the box to include referrals from previous schools.
Print Break Per Student - Check this box to print each student's discipline record individually.
Print Break on School - On this report, students will be sorted alphabetically by Eschool and printed on separate pages. Remember, be sure to look at the Eschool column instead of the Rschool column!
Show Referral Total Counts - Creates a total row after each students referrals are listed.
Show Only with Manifestation Date - Check this box to only show students that have a Manifestation Date in the Discipline Posting> Hearing tab.
Report - The user can click in this box to select a report that was previously created.
Filters
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 both genders. Otherwise, choose the desired gender.
Ethnic - Leave blank or select all to include all ethnicities. Otherwise, choose the desired ethnic.
Program - Leave blank if all program codes are to be included into the report. Otherwise, choose the desired program code.
Special Codes - Leave blank if all special codes are to be included into the report. Otherwise, choose the desired special code.
Custom Code - Select Custom Code created in the Custom Code Management to filter the student list.
Incident - Click inside the box to choose an Incident Code from the list.
Action - 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.
OK - Click OK to continue.
To find definitions for standard setup values, follow this link: Standard Setup Options.
Main
Column Headers
RSch - Student`s school where referral was recorded. Student Name - Student's Name.
ESch - Student's school site number of enrollment.
ESch Name - Student's school name of enrollment.
SIDNO - Student identification number.
GD - Student's Grade of Enrollment.
Gen - Student's Gender.
Eth - Student's Race/Ethnicity.
Ethnic Description - Detailed ethnic description.
IEP - Student's IEP.
Sped - Is student Special Ed.
504 - Is student 504.
Lunch - Student's Lunch Code (You must have proper user security in order to see this column.)
Ref# - This is is the student's referral number.
Ref Date - Date of referral.
Ref Time - Time of referral.
Event ID - ID of the event.
Loc - Location of Incident.
Location Description - Detailed location description.
ICD - Referral Incident Code 1.
Incident CD Description - Referral Incident Code 1 Description.
ICD2 - Referral Incident Code 2.
Incident CD2 Description - Referral Incident Code 2 Description.
ICD3 - Referral Incident Code 3.
Incident CD3 Description - Referral Incident Code 3 Description.
ICD4 - Referral Incident Code 4.
Incident CD4 Description - Referral Incident Code 4 Description.
Bus - Is This a Bus Referral.
Refer ID - ID Number of Staff Member Referring Student
Refer Name - Name of Staff Member Referring Student.
T Eth - Ethnicity of Staff Member Referring Student.
TCD - Teacher Action 1 Code.
Teacher Code Description - Teacher Action 1 Code Description.
TCD2 - Teacher Action 2 Code.
Teacher Code2 Description - Teacher Action 2 Code Description.
TCD3 - Teacher Action 3 Code.
Teacher Code3 Description - Teacher Action 3 Code Description.
TCD4 - Teacher Action 4 Code.
Teacher Code4 Description - Teacher Action 4 Code Description.
ACD - Administrator Action Code 1.
Admin Code Description - Administrator Action Code 1 Description.
Adm Date - Date of Administrator Action Code 1.
ACD2 - Administrator Action Code 2.
Admin Code2 Description - Administrator Action Code 2 Description.
Adm2 Date - Date of Administrator Action Code 2.
ACD3 - Administrator Action Code 3.
Admin Code3 Description - Administrator Action Code 3 Description.
Adm3 Date - Date of Administrator Action Code 3.
ACD4 - Administrator Action Code 4.
Adm4 Date - Date of Administrator Action Code 4.
On Date - Disciplinarian Sign Date.
CNF - Was Conference Held.
CNF Date - The Date of the Conference.
CNF Times - The Time of the Conference.
S Days - Number of Days for ISS or OSS.
ISS Start - In School Suspension Start Date.
ISS Return - In School Suspension Return Date.
OSS Start - Out of School Suspension Start Date.
OSS Return - Out of School Suspension Return Date.
RT - Was Student Not Expelled.
TR - Was Student Expelled to Alternate Site.
Exp - Was Student Expelled Permanently.
Exp Start - Expulsion Start Date.
Exp Return - Expulsion Return Date.
Bus Start - Bus Suspension Start Date.
Bus End - Bus Suspension Return Date.
Mon Det Start - Monday Detention Start Time.
Mon Det End - Monday Detention End Time.
Tue Det Start - Tuesday Detention Start Time.
Tue Det End - Tuesday Detention End Time.
Wed Det Start - Wednesday Detention Start Time.
Wed Det End - Wednesday Detention End Time.
Thu Det Start - Thursday Detention Start Time.
Thu Det End - Thursday Detention End Time.
Fri Det Start - Friday Detention Start Time.
Fri Det End - Friday Detention End Time.
Sat Det Start - Saturday Detention Start Time.
Sat Det End - Saturday Detention End Time.
Oth Det Start - Other Detention Start Time.
Oth Det End - Other Detention End Time.
Det Days - Days of the Week for the Detention.
Det Start - Detention Start Date.
Det Return - Detention Return Date.
Detention Room - Detention Room Name/Number.
Detention Room 2 - Detention Room Name/Number 2.
Man Date - Manifestation Hearing Date. In Discipline Posting> Hearing tab is where the date comes from to show in this column. The Hearing Manifestation Date is the date that the manifestation hearing was held for SPED students to determine if behavior was related to their disability.
Hearing Date - Referral Hearing Date.
Hearing Results - Hearing Results State Code.
Special Codes - Student's Special Codes.
Hate/Bias - Describes what group was being targeted if this event was motivated by hate or prejudice against a specific group of individuals.
Drugs - Tells whether this event was related to drugs.
Alcohol Use - Tells whether this event was related to alcohol use.
Gangs - Tells whether this event was gang related or motivated.
Remarks - Discipline remarks from the referral page 1 in Discipline Posting.
SIS Incident - SIS code incident.
SIS Description - SIS incident description.
State ID - Student state identification number.
Disciplinarian Signed Form - Name of disciplinarian that signed the form.
Other Agencies - Any other agencies that were involved with this event.
To find definitions of commonly used column headers, follow this link: Common Column Headers.
Bottom
Setup: Click to go back to the Setup box.
Print - This will allow the user to print the report.
Help: Click to find written instructions and/or video.
Q & A
Q - Why does the Referral Detail List Report summary not match the Discipline Frequency Report summary?
A - The Discipline Frequency Report is only showing regular discipline records. They do not include Bus referrals. The Detail List shows both.