Difference between revisions of "Homeroom/Advisor/Counselor Auto Loader"

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__NOTOC__
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'''This program is an automatic loader for homerooms, advisors, and/or counselors. The first set up box will provide the user a way to make choices based on Class/Grading Period or Teacher.  A secondary selection box will populate and the user can make selections to set up the load process for the Grade, Class Period, Semester, and Day of Week'''.
  
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==Menu Location==
  
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'''Student > Loaders > Homeroom/Advisor/Counselor Auto Loader'''
  
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==Setup Options==
  
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[[File:mb701.png]]
  
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'''This program is an automatic loader for Homeroom/Advisor/Counselor. The loader information is set in the main setup box. A secondary selection box, Load by Class/Grading Period, will populate and the user can make selections to set up the load process for the Grade, Class Period,Semester, Day of Week'''.
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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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'''District''' - Default value is based on the user’s security settings. The user will be limited to their district only.
  
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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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'''As of Date''' - This choice will list only those students who are actively enrolled as of the date selected in the date field.
  
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#Select '''Student Master''' on the panel on the left side of the screen.
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'''Print break on Staff''' - This selection defaults to blank (not to Print Break on Staff). If the user needs the report to Print Break on each Staff, place a check in the box.
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#Under '''Loaders''', select '''Homeroom/Advisor/Counselor Auto Loader'''.
 
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#If you need instructions for setup values to be used, follow the link for '''<span style="background:yellow">[[Standard Setup Options]]</span>'''.
 
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#The next items are not found on the standard setup options document.
 
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#'''Print Break on Staff'''--This selection defaults to blank(not to Print Break on Staff). If the user needs the information to Print Break on Staff, place a check in the box.
 
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#'''Load'''--User may click in the radio button to make the choice of Homeroom, Counselor, or Advisor.
 
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#'''Load By'''--User may click in the radio button to make the choice of Glass/Grading Period or Teacher.
 
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#Click '''Next''' to move to the Load By Class/Grading Period selection box.
 
  
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'''Load By Class/Grading Period'''-The following selections to Load the students:
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'''Load''' - User may choose '''Homeroom, Counselor''' or '''Advisor'''.
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#*'''Grade'''--The cell defaults to blank- This will select all grades- If the user needs to make a grade selection, click in the cell and a '''Grade Selection''' box will populate. Make the grade selection by click in the box to the left of the grade. Click '''OK''' to move back to the Load By Class/Grading Period.
 
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#Click '''OK''' to run the program. A dialog box will appear
 
  
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'''Load By''' - User may choose '''Class/Grading Period''' or '''Teacher'''. 
  
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'''NOTE--The iGear is available to view details of a student's absences.'''
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'''Next''' - Click to continue.
  
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'''Load by Classroom/Grading Period'''
  
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'''Definitions of Column Headers'''
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[[File:mb702.png]]
  
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:'''To find definitions of commonly used columns follow this link:''' '''<span style="background:yellow">[[Common Column Headers]]</span>'''.
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'''Grade''' - Leave the field blank if all grade levels are to be included. Otherwise, choose the desired grade.
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#'''Counselor'''--If the user selects to load by Counselor, the column header Counselor will be added in place of Homeroom.
 
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#'''Advisor'''--If the user selects to load by Advisor, the column header Advisor will be added in place of Homeroom.
 
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#'''Teacher'''--When the user selects to '''Load By Teacher''' and then clicks next, a '''Load By Teacher''' box will appear.
 
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**'''Load by Teacher Selection Box'''
 
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#*'''Grade'''--The cell defaults to blank- This will select all grades- If the user needs to make a grade selection, click in the cell and a '''Grade Selection''' box will populate. Make the grade selection by click in the box to the left of the grade.
 
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#*'''Distribution'''--Defaults to '''Sequential'''. The user may change the loading process to '''Alternating''' by clicking in the radio button to the left of '''Alternating'''.
 
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#*'''Staff From'''--Defaults to '''Master Schedule'''. The user may change the loading process to '''Human Resources''' by clicking in the radio button to the left of '''Human Resources'''.
 
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#'''OK'''--This will bring up an Updating Student Mast Records dialog box. This action will '''IRREVERSIBLY OVERWRITE the Counselor values in ALL qualifying '''STUDENT MASTER RECORDS. A question is asked, Do you wish to continue? The answer '''yes''' will start the program. The answer '''no''' will return to the '''Load
 
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By Teacher selection box so the user may make changes and then run the report.
 
  
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'''Definitions of Column Headers in Load By Teacher'''
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'''Class Period''' - A numeric value that indicated the period of the day a course is offered according to the Master Schedule Editor. To select all class periods leave the field blank or
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#'''Teacher'''--Name of teacher
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click in the field and select the check box at the top of the list of class periods; to select one or more class periods click in the field and select the desired class period(s) from the
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#'''Id'''--Teacher staff identification
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popup list.
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#'''E'''--Ethnicity of teacher
 
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#'''Gender'''--Gender teacher
 
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#'''LD'''--Load Count
 
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#'''Sch'''--Contracted School(s)
 
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#'''OBJ'''--Contracted Object Codes
 
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#'''RECORD'''--Record Number
 
  
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'''Semester''' -  To select all semesters leave the field blank or click in the field and select the check box at the top of the list of semesters; to select one or more semesters click in
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the field and select the desired semester(s) from the popup list.
  
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'''Buttons at the bottom of the display'''
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'''Day of the Week''' - Choose the day of the week.
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:'''Setup'''--This allows you to change the values on the setup box without exiting the program.
 
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:'''Print'''--Use this button to print the report displayed on the screen. Refer to the instructions below for printing the report.
 
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:'''Help'''--This button links to the JCampus video and written instructions.
 
  
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'''Back''' - Click to go back to the previous screen.
  
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'''To Print this Report'''
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'''OK''' - Click to continue.
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#Click the '''Print''' button at the bottom of the screen.
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#A popup will appear with a set of document print options--PDF, XLS, CSV, HTML.  
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'''Load by Teacher'''
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#The default print option will be '''PDF'''.
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#Click the print button on this popup and a print preview window will appear.  
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[[File:mb704.png]]
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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.  
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#Click the print icon at the right end of this rectangle. Another print preview will appear.
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'''NOTE''' - This will bring up an Updating Student Mast Records dialog box. This action will '''IRREVERSIBLY OVERWRITE the Counselor values in ALL qualifying '''STUDENT MASTER RECORDS. A
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#Click the print button at the top left to print the report. Close the print preview.
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question is asked, Do you wish to continue? The answer '''yes''' will start the program. The answer '''no''' will return to the '''Load By Teacher selection box so the user may make changes
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and then run the report.
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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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'''Distribution''' - Defaults to '''Sequential'''. The user may change the loading process to '''Alternating''' by clicking in the radio button to the left of '''Alternating'''.
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'''Staff From''' - Defaults to '''Master Schedule'''. The user may change the loading process to '''Human Resources''' by clicking in the radio button to the left of '''Human Resources'''.
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'''Teacher''' - Name of teacher.
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'''Id''' - Teacher staff identification.
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'''E''' - Ethnicity of teacher.
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'''Gender''' - Gender teacher.
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'''LD''' - Load student count.
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'''Sch''' - Contracted School(s).
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'''OBJ''' - Contracted Object Codes.
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'''RECORD''' - Record Number.
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'''Back''' - Click to go back to the previous screen.
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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:mb703b.png]]
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===Column Headers===
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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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'''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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'''Student Name''' - Student's full name
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'''SIDNO''' - Student's identification number
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'''Grade''' - Student's grade of enrollment
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'''Homeroom''' - Student's homeroom teacher's name
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'''Homeroom ID''' - Student's homeroom teacher's identification number
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'''Counselor''' - If the user selects to load by Counselor, the column header Counselor will be added in place of Homeroom. If Advisor is selected then the column header Advisor will be added in place of Homeroom.
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[[File:homeadvcounsmain.png]]
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'''Advisor''' - If the user selects to load by Advisor, the column header Advisor will be added in place of Homeroom.
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'''Advisor ID''' - If advisor is selected in the setup box, this will display the staff ID of the advisor.
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'''Counselor ID''' - If counselor is selected in the setup box, this will display the staff ID of the counselor.
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'''Teacher''' - When the user selects to '''Load By Teacher''' and then clicks next, a '''Load By Teacher''' box will appear.
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 +
To find definitions of commonly used columns follow this link: [[Common Column Headers]].
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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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[[WebPams|'''JCampus''' Main Page]]

Latest revision as of 15:06, 18 July 2023

This program is an automatic loader for homerooms, advisors, and/or counselors. The first set up box will provide the user a way to make choices based on Class/Grading Period or Teacher. A secondary selection box will populate and the user can make selections to set up the load process for the Grade, Class Period, Semester, and Day of Week.

Menu Location

Student > Loaders > Homeroom/Advisor/Counselor Auto Loader

Setup Options

Mb701.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.

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

Print break on Staff - This selection defaults to blank (not to Print Break on Staff). If the user needs the report to Print Break on each Staff, place a check in the box.

Load - User may choose Homeroom, Counselor or Advisor.

Load By - User may choose Class/Grading Period or Teacher.

Next - Click to continue.

Load by Classroom/Grading Period

Mb702.png

Grade - Leave the field blank if all grade levels are to be included. Otherwise, choose the desired grade.

Class Period - A numeric value that indicated the period of the day a course is offered according to the Master Schedule Editor. To select all class periods leave the field blank or click in the field and select the check box at the top of the list of class periods; to select one or more class periods click in the field and select the desired class period(s) from the popup list.

Semester - To select all semesters leave the field blank or click in the field and select the check box at the top of the list of semesters; to select one or more semesters click in the field and select the desired semester(s) from the popup list.

Day of the Week - Choose the day of the week.

Back - Click to go back to the previous screen.

OK - Click to continue.

Load by Teacher

Mb704.png

NOTE - This will bring up an Updating Student Mast Records dialog box. This action will IRREVERSIBLY OVERWRITE the Counselor values in ALL qualifying STUDENT MASTER RECORDS. A question is asked, Do you wish to continue? The answer yes will start the program. The answer no will return to the Load By Teacher selection box so the user may make changes and then run the report.

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

Distribution - Defaults to Sequential. The user may change the loading process to Alternating by clicking in the radio button to the left of Alternating.

Staff From - Defaults to Master Schedule. The user may change the loading process to Human Resources by clicking in the radio button to the left of Human Resources.

Teacher - Name of teacher.

Id - Teacher staff identification.

E - Ethnicity of teacher.

Gender - Gender teacher.

LD - Load student count.

Sch - Contracted School(s).

OBJ - Contracted Object Codes.

RECORD - Record Number.

Back - Click to go back to the previous screen.

OK - Click to continue.

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

Main

Mb703b.png

Column Headers

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 Name - Student's full name

SIDNO - Student's identification number

Grade - Student's grade of enrollment

Homeroom - Student's homeroom teacher's name

Homeroom ID - Student's homeroom teacher's identification number

Counselor - If the user selects to load by Counselor, the column header Counselor will be added in place of Homeroom. If Advisor is selected then the column header Advisor will be added in place of Homeroom.

Homeadvcounsmain.png

Advisor - If the user selects to load by Advisor, the column header Advisor will be added in place of Homeroom.

Advisor ID - If advisor is selected in the setup box, this will display the staff ID of the advisor.

Counselor ID - If counselor is selected in the setup box, this will display the staff ID of the counselor.

Teacher - When the user selects to Load By Teacher and then clicks next, a Load By Teacher box will appear.

To find definitions of commonly used columns follow this link: Common Column Headers.

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