Difference between revisions of "Birthday List"

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===Video How-to===
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__NOTOC__
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[[media:ST-BirthdayList.mov|Birthday List video]]
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'''This program will provide a list of students with their birthdate and age.'''
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===How-to===
 
  
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#Log into WebPams
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==Menu Location==
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#On the left, the Student Master panel should be open. Click on "Lists"
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#Under "Lists", select "Birthday List"
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'''Student > Reports > Birthday List'''
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#On the setup box
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#*Select the desired "Year"
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==Setup Options==
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#*"District" and "School" should be defaulted based on security
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#*“Grade” should be left blank if all grade levels are to be included into the report. Otherwise click in the box to the right of “Grade” to select the desired grade level to be included
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[[File:birthlistsetup3.png]]
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#*"Order By" allows for the list to be sorted in the desired way upon clicking "OK". The options for sorting are:
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#*#"Alpha" will sort the list alphabetically by the student's last name
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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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#*#"Grade" will sort the list alphabetically by the student's last name within the student's grade level
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#*#"Date" will sort the list first by birth date and then alphabetically by the student's last name
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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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#*#*If "Date" is selected, an option to "Sort By" is available below.  Choose to either sort by "Year" or to sort by "Month"
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#*The "As of Date" limits the list to only those students who are active on the date selected
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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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#*For "Choose", select either "Option 1" or "Option 2".  These choices refer to the options below:
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#*#"Option 1 - Within Date Range" asks for a date range to search within.  Be sure to change the year
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'''Custom Codes''' - Select the custom code(s) from the [[Custom Code Management]] to filter the student list.
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#*#"Option 2 - Specific Month and/or Day Range" allows for a month to be chosen, regardless of year, to search within
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#*#*Check "Use Day" to set a day range within the month selected
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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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#Click "OK" after all fields of the setup box have been set as desired.  A list of students with birthdays based on the settings of the setup box will appear
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#All list programs are numbered along the left side so you can see a total.
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'''Order To List''' - Select the option in which to display/print the list of birthdays: Homeroom Order, Alpha Order, Grade Order and Date Order.
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#By clicking on down arrow on the right side of any column header, additional options are available to you
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#*"Sort Ascending" - alpha order
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'''Print Break on Order''' - Select this to option for a page break when printing the list.
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#*"Sort Descending" - reverse alpha order
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#*"Configure Sort" - allows you to do a custom sort by multiple columns
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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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#*#"Clear Sort" - Clears the "Configure Sort"
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#*"Auto fit all Columns" - allows you to adjust all columns’ width to fit the text in each field automatically
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'''Sort''' - Sort by month or year
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#*"Auto Fit" – does the same but only in the column you are working on
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#*"Column" - allows you to hide columns by unchecking the columns you do not want to see
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'''Choose''' - select either '''Option 1''' or '''Option 2'''.  These choices refer to the options below:
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#*"Group By" - when grouping, all items are sorted and then collapsed into drop down items to make the information easier to access in an organized fashion. It is an expanded level of sorting
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#*#"Ungroup" - Clears the "Group By"
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'''Option 1''' - Within Date Range - Set the date range to correspond with the student's '''birth''' month, day and year, making sure the year is when students were '''born'''.
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#*Freeze - allows you to keep a chosen column stationary while scrolling from left to right
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#By clicking "Print", you will be given a box that allows you to make a choice of saving or printing in different formats
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'''Option 2''' - Specific Month and/or Day Range - allows for a month to be chosen, regardless of year, to search within. '''Use Day''' to set a day range within the month selected.
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#*By highlighting rows within the list and then clicking print, the rows highlighted will be the only rows printed
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#*Click + Drag
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'''Sped:'''
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#*Control + Click
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*'''All''' - Select this to show all students.
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*'''Sped Only''' - Select this to show Sped only students.
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*'''Non Sped''' - Select this to show Non Sped students.
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'''504:'''
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*'''All''' - Select this to show all students.
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*'''504 Only''' - Select this to show 504 only students.
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*'''Non 504''' - Select this to show Non 504 students.
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'''LEP:'''
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*'''All''' - Select this to show all students.
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*'''LEP Only''' - Select this to show LEP only students.
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*'''Non LEP''' - Select this to show Non LEP students.
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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:birthlistsetup2.png]]
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===Column Headers===
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'''School''' - Student's school of enrollment
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'''Grade''' - Student's grade of enrollment
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'''Last Name''' - Student's last name
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'''First Name''' - Student's first name
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'''Middle Name''' - Student's middle name
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'''Suffix''' - Student's generational suffix
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'''SIDNO''' - Student's identification number
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'''Birth Date''' - Student's date of birth
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'''Homeroom''' - Student's homeroom teacher's name
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'''Age''' - Student's age
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'''SPED''' - Is student Special Ed or Gifted
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To find definitions of commonly used column headers, follow this link: [[Common Column Headers]].
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==Bottom==
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[[File:birthlistbottom2.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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'''Print Pictures''' - Click to print student pictures and names.
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'''Save''' - Click after all areas have been entered or updated.
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----
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[[Student Master|'''Student Master''' Main Page]]
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 +
----
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[[WebPams|'''JCampus''' Main Page]]

Latest revision as of 09:55, 5 June 2024

This program will provide a list of students with their birthdate and age.

Menu Location

Student > Reports > Birthday List

Setup Options

Birthlistsetup3.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.

Custom Codes - Select the custom code(s) from the Custom Code Management to filter the student list.

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

Order To List - Select the option in which to display/print the list of birthdays: Homeroom Order, Alpha Order, Grade Order and Date Order.

Print Break on Order - Select this to option for a page break when printing the list.

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

Sort - Sort by month or year

Choose - select either Option 1 or Option 2. These choices refer to the options below:

Option 1 - Within Date Range - Set the date range to correspond with the student's birth month, day and year, making sure the year is when students were born.

Option 2 - Specific Month and/or Day Range - allows for a month to be chosen, regardless of year, to search within. Use Day to set a day range within the month selected.

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.

OK - Click to continue.

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

Main

Birthlistsetup2.png

Column Headers

School - Student's school of enrollment

Grade - Student's grade of enrollment

Last Name - Student's last name

First Name - Student's first name

Middle Name - Student's middle name

Suffix - Student's generational suffix

SIDNO - Student's identification number

Birth Date - Student's date of birth

Homeroom - Student's homeroom teacher's name

Age - Student's age

SPED - Is student Special Ed or Gifted

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

Bottom

Birthlistbottom2.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 Pictures - Click to print student pictures and names.

Save - Click after all areas have been entered or updated.


Student Master Main Page

JCampus Main Page

Retrieved from EDgear Wiki