Difference between revisions of "Pattern Board Student Scheduler"

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===Video How-to===
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__NOTOC__
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[[media:SC-PatternBoardScheduler.mov|Pattern Board Scheduler Overview video]]
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'''This program will provide the user with a visual pattern board of which to create and maintain student schedules.'''
 +
== Menu Location ==
 +
'''Scheduling > Entry > Pattern Board Student Scheduler'''
  
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'''PATTERN BOARD PANEL DISCUSSION'''
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==Setup Options==
  
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Course requests for a student are listed on the left side of the panel. Requests are loaded by selecting items from the course catalog master at the bottom of the screen. When the requests are loaded the software will access the master schedule and place a square in the semester and class period reflected in the master schedule record. All offerings for the selected course will be listed in the panel. Characters representing the status of the square will be printed within the square and color shaded. Blue with a black S is a single scheduled offering. A red S in a blue cell is a scheduled item where multiple offerings are available for the same time frame.  A yellow cell containing an A contains available unscheduled items where all offerings are 50 to 80% full and can be reviewed with a right click within the master schedule. A green cell with an A stipulates up to 50% full in this time frame. An A in a red cell indicates 80 to 99% full. A F in a red cell indicates that all offerings are completely full where the scheduled students equal or exceed the maximum seat count set forth in the master schedule editor records which can be reviewed with a right click on the applicable cell.
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[[File:patternboardsetup5.png]]
  
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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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===Video How-to===
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'''District''' - Default value is based on the user's security settings. It will be limited to their district only.
  
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'''FINDING A COURSE IN THE COURSE MASTER AND LOADING A REQUEST'''
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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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The course master is used to load requests to the student panel by finding the desired course by grade and clicking the course name which will automatically load it to the student panel above.  The user can navigate through the course master by clicking any header producing a sort order for selection. Minor sorts to a major order are respected. An example would be to view course within grade by clicking the course header as minor then clicking grade as major.  Then the desired course is located then click the course name and the item will be loaded to the student panel as a request. Two other navigation methods exist. 1--the alpha panel  2--the typing panel The typing panel is the initial default when entering the pattern board.  You may type all or partial search characters. You may also set the column you wish search by clicking that column header then type your search characters. The same procedure applies to the alpha panel except it will allow only one character group search.
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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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'''SCHEDULING A REQUEST'''
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'''Schedule Start Date''' - Select the date that the students started taking the course.
  
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You may manually schedule all items or one item. A left click will automatically place the selection into the lowest equal item in the master schedule. A right click will list all equal items in the master schedule for your selection. Either choice will shade the cell green and place a 'M' within the cell indicating manually scheduled. If you use the automatic scheduler option for scheduling all requests for a student there is an option to skip scheduling manually scheduled items.
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'''Student Grade''' - Leave the field blank if all grade levels are to be included. Otherwise, choose the desired grade.
  
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'''Sped:'''
  
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'''All''' - Select to view all students.
  
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===Video How-to===
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'''Sped Only''' - Select to view only Sped students.
  
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'''MULTIPLE SAME COURSE OFFERINGS IN SAME CLASS PERIOD'''
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'''Non Sped''' - Select to view only non Sped students.
  
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A semester class period cell shaded blue with a red 'S' stipulates a scheduled item where the master schedule contains multiple options for the same course and time frame.  If it is desirable to reschedule the student into one of the other schedule options then click on the red S and then the offerings will list from the master schedule with the present scheduled item highlighted. Make your schedule choice by clicking the course name of the chosen item.
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'''Special Codes''' - Leave blank if all special codes are to be included in the report.  Otherwise, choose the desired special code.
  
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Note that the master schedule list will normally show only items equal to the student schedule item clicked for option review on the pattern board. If you wish to review the total master schedule file then click the gear symbol at the top right of the master schedule list.
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'''Clubs''' - Leave blank if all clubs are to be included in the report. Otherwise, choose the desired club code.
  
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===Video How-to===
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'''Select Team''' - Leave blank if all team names are to be included in the report. Otherwise, choose the desired team.
  
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'''DELETING A REQUEST OR SCHEDULED ITEM ON A STUDENTS SCHEDULE'''
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'''Number of Periods''' - Select the number of periods to show in the schedule grids for each semester.
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When the delete button is clicked and grades are available for the course students section number then software will ask to delete the schedule record and grades, move grades or abort.
 
  
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'''MOVE:''' When move is selected the receiving course should have previously been added to the students schedule.  The user will then click the course name of the receiving course in the students schedule. The software will then display an action window displaying the move data with an ok or abort option. The software will then move the grades to the receiving course and delete the sending request or schedule record when the ok is clicked. Only grading period finals will be moved. No move is necessary when changing within the same course name.  
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'''Only Show Students with Unscheduled Periods''' - Select to only show students with unscheduled class periods.
  
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'''DELETE:''' When this option is selected then the software will delete the grades and schedule record. Any requests records that have a schedule will be placed in the schedule change data depository before deletion.
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'''Top Table:'''
  
 +
'''Class Load Color Highlighting''' - Select this option to have cells colored based on the number of students scheduled to the section.
  
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'''Team Scheduling''' - This selection should only be used if your school is using Team Scheduling. Check the box to view the student`s team on the screen.
  
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'''TOOL TIP'''
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'''Limit Master Schedule Viewer By Student Grade (right click)''' - Select this option to limit the master schedule records, using the right cell click, by student grade. This only affects the top table/chart.
  
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A quick view of master schedule section number items offered in any cell can be obtained by placing your cursor on that cell. If you wish to view details of these offerings then right click on the cell.
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 +
'''Bottom Table:'''
 +
 
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'''Show All Active Courses''' -  Select this option to show all active courses, and all obsoleted courses if already assigned in the [[Master Schedule Editor]].
 +
 
 +
'''Show Only Courses Offered in Master Schedule''' - Select this option to show all active courses if assigned in the [[Master Schedule Editor]] and all obsoleted courses if already assigned in the [[Master Schedule Editor]].
 +
 
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*'''Show Master Schedule Comments''' - This is only active if '''Show Only Courses Offered in Master Schedule''' is checked. Select to show comments from the [[Master Schedule Editor]] in the courses listing. This only applies when limiting the course list to courses in the [[Master Schedule Editor]].
 +
 
 +
'''Student Grade''' - Select this option to limit the master schedule records by student grade when auto-scheduling the student.
 +
 
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'''Requested Course Grade''' - Select this option to limit the master schedule records by the requested course`s grade level when auto-scheduling.
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 +
'''Display Long Course Names''' - Select this option to display the long course name in the master schedule screen. The default language is English.
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 +
To find definitions for standard setup values, follow this link: [[Standard Setup Options]].
 +
 
 +
=== [[Print Options]] ===
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 +
=== [[Color Setup]] ===
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 +
==Main==
 +
 
 +
[[File:patternboardmaintop4.png]]
 +
 
 +
===Top Main Column Headers===
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 +
'''Team''' - Add/Change student team. This is a good feature for adding a student to a team without having to get out of this program and move to the [[Team Scheduling Update Utility]].
 +
 
 +
'''Block''' - Add/Change student blocks. This is a good feature for adding a schedule to a student that enrolls in school after the school year has started without having to get out of this program and move to the [[Block Fast Loader]].
 +
 
 +
'''Graduation Templates''' - Add/Change the student graduation template. This is a good feature for adding a graduation template to a student without having to get out of this program and move to the [[Student Graduation Template Loader]].
 +
 
 +
'''Course''' - This is the name of the Courses requested. If there is a M or a S in the columns to the right, then it is the scheduled Course names.
 +
 
 +
'''Credit''' - Number of credits the course is worth.
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 +
'''Alt''' - Flag that denotes that a course is an alternate or general alternate course.
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'''SEM 1, 2, 3, 4''' - The semester a course is available to be scheduling in.
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'''1, 2, 3, 4, 5, etc.''' - The class period a course is available to be scheduled in. The class period choices are determined by the number of periods marked in the [[Calendar Editor]].
 +
 
 +
To find definitions of commonly used column headers, follow this link: [[Common Column Headers]].
 +
 
 +
===Bottom Main Column Headers===
 +
 
 +
[[File:patternboardmain4.png]]
 +
 
 +
'''Search''' - Here is how it works:
 +
 
 +
*First, it will search for courses that begin with the text entered into the search bar.
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 +
*Then, it will search for courses that contain the text.
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 +
*Finally, it will search for the typed text in the course grade, course name, and group description field.
 +
 
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'''All Courses''' - Check this box to show  all courses from the [[Course Catalog]]. Uncheck this box to show courses limited by the chosen student's grade level that was chosen using the Find button.
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 +
'''Master Schedule''' - Click to choose courses from the [[Master Schedule Editor]] popup window. This will not only allow for the course request to be added but will also schedule it in one place.
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*Note, if using Pattern Board Scheduler from the iGear (and not the Schedule tab in [[Student Master]]), clicking on the Period header will make the Master Schedule popup window sort by that period for easier choosing.
 +
 
 +
'''GD''' - Grade level of the course
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 +
'''COURSE NAME''' - Local name for the course (prints on report cards, screens, etc.)
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 +
'''CRE''' - Credit Carnegie Unit value
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 +
'''HONR''' - Course Categories (EX: Honors, Obsolete, TOPS)
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 +
'''ST''' - Standard Course for grade indicator
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 +
'''SE''' - Number Horizontal Semesters-one session-this course
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'''PD''' - Number of Vertical Periods-one session-this course
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 +
'''ST CODE''' - State Code assigned for course
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'''ST COURSE''' - State Course Name
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'''LNUM''' - Local Course Number
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 +
'''PT''' - Priority Code for auto scheduling--higher number has more priority
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 +
'''SEQ''' - SEQ Horizontal Semester Priority
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 +
'''VOC PRI''' - Vocational Course--only necessary to code this column for primary only
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 +
'''Group Description''' - State Approved Transcript Group.  1=Eng, 3=Math, etc. cogroup.
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 +
'''SEM FINAL''' - Grade Type Semester Final
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'''GRP''' - State Approved Transcript Group. 1=Eng, 3=Math, etc.
 +
 
 +
'''REC''' - Record Number
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 +
'''SCH''' - School Number where course is taught
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 +
'''OBJFUN''' - Employee Job Code for this Course
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 +
'''PDF''' - Obsolete
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 +
'''FWGT''' - Final Weight Percentage for final exam. This applies to the E2 grade as a percentage of the overall grade
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 +
'''PART''' - Part Number used for Partial Year Courses to denote what half is taken
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 +
'''FIVE PT''' - Uses the 5 point grading scale
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 +
'''WEIGHT''' - Course Weight override of sponsor PPP settings
 +
 
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'''CTYPE''' - Course Type Designation
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'''STD GRP''' - Standard Group assigned to section.
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 +
 
 +
To find definitions of commonly used column headers, follow this link: [[Common Column Headers]].
 +
 
 +
== Top ==
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 +
[[File:paternboardmenunan3.png]]
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 +
'''Find''' - Find a student.
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'''Prev''' - Click to view the previous student.
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 +
'''Next''' - Click to view the next student.
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[[Using the iGear | '''iGear''']] - Click to view other areas for the student such as Attendance, Discipline, Grades, etc.
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 +
'''NSR''' (Non Sites Requests) -  When a student has requests already entered from another site within the district, the NSR button will be lit up.  Click to see the requests. The button will be grayed out if a student does not have any requests from other schools within the district.
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 +
[[Standard Print Options | '''Print''']] - This will allow the user to print the report.
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 +
'''Setup''' - Click to return to the setup box.
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 +
'''Auto''' - Click to automatically schedule the selected course requests.
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 +
*'''Preserve Manually Scheduled''' - This will reschedule all of the courses that are NOT already manually scheduled (marked with an 'M').
 +
 
 +
*'''Reschedule All''' - This option will reschedule all of the courses, including the courses that were manually scheduled.
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 +
'''Set Man''' - Click to set all scheduled requests to manually scheduled.  This will keep the automatic scheduler from changing the requested sections.
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 +
'''Set Auto''' - Click to set all scheduled requests to automatically scheduled. The will allow the automatic scheduler to change the requested course.
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 +
'''Undo''' - If the user made a mistake or edits need to be made, there is a way to unschedule a student from the courses.
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*Click the “Undo” button and this will take the student out of the courses.
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*To undo other students scheduled in the same scheduling session,  the user can click on Previous and then the Undo buttons for as many students that were scheduled in that scheduling session.   
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*NOTE that, if the user leaves this program and re-enters, the Undo button will not unschedule the students.
 +
 
 +
'''Copy Schedule''' - Click to copy current schedule to selected students.
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 +
'''Unsched''' - Click to unschedule the student.
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 +
'''Delete All''' - Click to delete all requests and scheduled items.
 +
 
 +
'''Reports''' - Click to view the student`s Diploma Pathway, Career Option, Cluster, and Concentration.
 +
 
 +
'''Help''' - Click to view written instructions and/or videos.
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 +
'''Action''' - Click on tab and then on "Notes" and choose "Show Notes" or add "New Notes".
 +
 
 +
[[File:patternboardactiontab2.png]]
 +
 
 +
[[File:topheadernan.png]]
 +
 
 +
'''GD''' - Student`s grade.
 +
 
 +
'''Yr''' - School year selected on the setup box.
 +
 
 +
'''Dist''' - Student`s school district.
 +
 
 +
'''Sch''' - Student`s school.
 +
 
 +
'''Team''' - The teams the student was assigned to.
 +
 
 +
[[File:topheadernan2.png]]
 +
 
 +
'''Student Information Bar''' - Displays whether a student has '''SPED''', '''504''', '''LEP''', or '''HEALTH''' records by appearing in, most often, red.  Click on the button to view a summary of the student`s information.
 +
 
 +
'''Credit''' -  Displays the number of unscheduled credits verses scheduled credits.
 +
 
 +
===How To===
 +
 
 +
[[Scheduling a Student]]
 +
 
 +
[[Move Grades]]
 +
 
 +
 
 +
----
 +
[[Scheduling|'''Scheduling''' Main Page]]
 +
----
 +
[[Classroom|'''Classroom''' Main Page]]
 +
----
 +
[[WebPams|'''JCampus''' Main Page]]

Latest revision as of 14:55, 14 July 2023

This program will provide the user with a visual pattern board of which to create and maintain student schedules.

Menu Location

Scheduling > Entry > Pattern Board Student Scheduler

Setup Options

Patternboardsetup5.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.

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

Schedule Start Date - Select the date that the students started taking the course.

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

Sped:

All - Select to view all students.

Sped Only - Select to view only Sped students.

Non Sped - Select to view only non Sped students.

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

Clubs - Leave blank if all clubs are to be included in the report. Otherwise, choose the desired club code.

Select Team - Leave blank if all team names are to be included in the report. Otherwise, choose the desired team.

Number of Periods - Select the number of periods to show in the schedule grids for each semester.

Only Show Students with Unscheduled Periods - Select to only show students with unscheduled class periods.

Top Table:

Class Load Color Highlighting - Select this option to have cells colored based on the number of students scheduled to the section.

Team Scheduling - This selection should only be used if your school is using Team Scheduling. Check the box to view the student`s team on the screen.

Limit Master Schedule Viewer By Student Grade (right click) - Select this option to limit the master schedule records, using the right cell click, by student grade. This only affects the top table/chart.


Bottom Table:

Show All Active Courses - Select this option to show all active courses, and all obsoleted courses if already assigned in the Master Schedule Editor.

Show Only Courses Offered in Master Schedule - Select this option to show all active courses if assigned in the Master Schedule Editor and all obsoleted courses if already assigned in the Master Schedule Editor.

  • Show Master Schedule Comments - This is only active if Show Only Courses Offered in Master Schedule is checked. Select to show comments from the Master Schedule Editor in the courses listing. This only applies when limiting the course list to courses in the Master Schedule Editor.

Student Grade - Select this option to limit the master schedule records by student grade when auto-scheduling the student.

Requested Course Grade - Select this option to limit the master schedule records by the requested course`s grade level when auto-scheduling.

Display Long Course Names - Select this option to display the long course name in the master schedule screen. The default language is English.

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

Print Options

Color Setup

Main

Patternboardmaintop4.png

Top Main Column Headers

Team - Add/Change student team. This is a good feature for adding a student to a team without having to get out of this program and move to the Team Scheduling Update Utility.

Block - Add/Change student blocks. This is a good feature for adding a schedule to a student that enrolls in school after the school year has started without having to get out of this program and move to the Block Fast Loader.

Graduation Templates - Add/Change the student graduation template. This is a good feature for adding a graduation template to a student without having to get out of this program and move to the Student Graduation Template Loader.

Course - This is the name of the Courses requested. If there is a M or a S in the columns to the right, then it is the scheduled Course names.

Credit - Number of credits the course is worth.

Alt - Flag that denotes that a course is an alternate or general alternate course.

SEM 1, 2, 3, 4 - The semester a course is available to be scheduling in.

1, 2, 3, 4, 5, etc. - The class period a course is available to be scheduled in. The class period choices are determined by the number of periods marked in the Calendar Editor.

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

Bottom Main Column Headers

Patternboardmain4.png

Search - Here is how it works:

  • First, it will search for courses that begin with the text entered into the search bar.
  • Then, it will search for courses that contain the text.
  • Finally, it will search for the typed text in the course grade, course name, and group description field.

All Courses - Check this box to show all courses from the Course Catalog. Uncheck this box to show courses limited by the chosen student's grade level that was chosen using the Find button.

Master Schedule - Click to choose courses from the Master Schedule Editor popup window. This will not only allow for the course request to be added but will also schedule it in one place.

  • Note, if using Pattern Board Scheduler from the iGear (and not the Schedule tab in Student Master), clicking on the Period header will make the Master Schedule popup window sort by that period for easier choosing.

GD - Grade level of the course

COURSE NAME - Local name for the course (prints on report cards, screens, etc.)

CRE - Credit Carnegie Unit value

HONR - Course Categories (EX: Honors, Obsolete, TOPS)

ST - Standard Course for grade indicator

SE - Number Horizontal Semesters-one session-this course

PD - Number of Vertical Periods-one session-this course

ST CODE - State Code assigned for course

ST COURSE - State Course Name

LNUM - Local Course Number

PT - Priority Code for auto scheduling--higher number has more priority

SEQ - SEQ Horizontal Semester Priority

VOC PRI - Vocational Course--only necessary to code this column for primary only

Group Description - State Approved Transcript Group. 1=Eng, 3=Math, etc. cogroup.

SEM FINAL - Grade Type Semester Final

GRP - State Approved Transcript Group. 1=Eng, 3=Math, etc.

REC - Record Number

SCH - School Number where course is taught

OBJFUN - Employee Job Code for this Course

PDF - Obsolete

FWGT - Final Weight Percentage for final exam. This applies to the E2 grade as a percentage of the overall grade

PART - Part Number used for Partial Year Courses to denote what half is taken

FIVE PT - Uses the 5 point grading scale

WEIGHT - Course Weight override of sponsor PPP settings

CTYPE - Course Type Designation

STD GRP - Standard Group assigned to section.


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

Top

Paternboardmenunan3.png

Find - Find a student.

Prev - Click to view the previous student.

Next - Click to view the next student.

iGear - Click to view other areas for the student such as Attendance, Discipline, Grades, etc.

NSR (Non Sites Requests) - When a student has requests already entered from another site within the district, the NSR button will be lit up. Click to see the requests. The button will be grayed out if a student does not have any requests from other schools within the district.

Print - This will allow the user to print the report.

Setup - Click to return to the setup box.

Auto - Click to automatically schedule the selected course requests.

  • Preserve Manually Scheduled - This will reschedule all of the courses that are NOT already manually scheduled (marked with an 'M').
  • Reschedule All - This option will reschedule all of the courses, including the courses that were manually scheduled.

Set Man - Click to set all scheduled requests to manually scheduled. This will keep the automatic scheduler from changing the requested sections.

Set Auto - Click to set all scheduled requests to automatically scheduled. The will allow the automatic scheduler to change the requested course.

Undo - If the user made a mistake or edits need to be made, there is a way to unschedule a student from the courses.

  • Click the “Undo” button and this will take the student out of the courses.
  • To undo other students scheduled in the same scheduling session, the user can click on Previous and then the Undo buttons for as many students that were scheduled in that scheduling session.
  • NOTE that, if the user leaves this program and re-enters, the Undo button will not unschedule the students.

Copy Schedule - Click to copy current schedule to selected students.

Unsched - Click to unschedule the student.

Delete All - Click to delete all requests and scheduled items.

Reports - Click to view the student`s Diploma Pathway, Career Option, Cluster, and Concentration.

Help - Click to view written instructions and/or videos.

Action - Click on tab and then on "Notes" and choose "Show Notes" or add "New Notes".

Patternboardactiontab2.png

Topheadernan.png

GD - Student`s grade.

Yr - School year selected on the setup box.

Dist - Student`s school district.

Sch - Student`s school.

Team - The teams the student was assigned to.

Topheadernan2.png

Student Information Bar - Displays whether a student has SPED, 504, LEP, or HEALTH records by appearing in, most often, red. Click on the button to view a summary of the student`s information.

Credit - Displays the number of unscheduled credits verses scheduled credits.

How To

Scheduling a Student

Move Grades


Scheduling Main Page

Classroom Main Page

JCampus Main Page

Retrieved from EDgear Wiki