Difference between revisions of "Student Demographic Fast Loader"

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__NOTOC__
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'''This program will do the following:
 +
 +
*Provide a user a way to update the demographic information for a student on one screen for the Mother, Father, Guardian, etc.
 +
* Print a form for parents to review demographic information about a student, then return with any corrections.
 +
* Print Short forms with student information and also blank short forms.
 +
* Print multiple Leave Entry Packages.'''
 +
 
'''Permission'''
 
'''Permission'''
  
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Note: If profile SE (secretaries)have the below security, they will not be able to make changes.
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Note: If profile SE (secretaries) has the below security, they will not be able to make changes.
  
 
[[File:permission.PNG]]
 
[[File:permission.PNG]]
  
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===Video How-to===
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==Menu Location==
−
[[media:ST-DemoFastLoader.mov|Student Demographic Fast Loader video]]
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 +
'''Student > Loaders > Student Demographic Fast Loader'''
 +
 
 +
==Setup Options==
 +
 
 +
[[File:studdemofastloadsetup6.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.
 +
 
 +
'''Student''' - This will generate a list of students to select from.
 +
 
 +
'''As of Date''' - This choice will list only those students who are actively enrolled as of the date selected in the date field.
 +
 
 +
'''Show SSN on Report''' - Show the social security number on the report
 +
 
 +
'''Order To List''' - Allows for the list to be sorted in the desired way upon clicking OK.
 +
 
 +
'''Class Period''' - Click inside the box to choose class period.
 +
 
 +
'''Semester''' - Click inside the box to choose the semester.
 +
 
 +
'''[[Short Form]]''' - Options for Short Form.
 +
 
 +
'''[[Demographic Form]]''' - Options for Demographic Form.
 +
 
 +
'''Ok''' - Click to continue.
 +
 
 +
===Filters===
 +
 
 +
[[File:studdemofastloadfilters.png]]
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 +
'''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 all genders.  Otherwise, choose the desired gender.
 +
 
 +
'''Ethnic''' - Leave blank or select all to include all ethnicities. Otherwise, choose the desired ethnicity.
 +
 
 +
'''Program''' - Leave blank if all program codes are to be included into the report. Otherwise, choose the desired program code.
 +
 
 +
'''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.
 +
 
 +
'''Special Codes''' - Leave blank if all special codes are to be included into the report.  Otherwise, choose the desired special code.
 +
 
 +
'''Team''' - Leave blank if all teams are to be included into the report.  Otherwise, choose the desired team.
 +
 
 +
'''Special Codes''' - Leave blank if all special codes are to be included into the report.  Otherwise, choose the desired special code.
 +
 
 +
'''Custom Codes''' - Select Custom Codes created in the [[Custom Code Management]] to filter the student list.
 +
 
 +
'''SBLC Retained Codes''' - Click in the box for SBLC retention codes.
 +
 
 +
'''Homeroom''' - Leave blank if all homerooms are to be included into the report. Otherwise, choose the desired homeroom.
 +
 
 +
'''Advisor''' - Selects students for this report based on the Advisor that have been assigned to individual students.
 +
 
 +
'''Morning Bus''' - Morning bus number
 +
 
 +
'''Evening Bus''' - Evening bus number
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 +
'''Sped:'''
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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
 +
 
 +
'''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:'''
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'''All''' - Select this to show all students.
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'''LEP Only''' - Select this to show LEP only students.
 +
'''Non LEP''' - Select this to show Non LEP students.
 +
 
 +
Click '''OK''' to continue.
 +
A listing of students with a checkbox will be displayed. 
 +
*Click in the checkbox of the desired students to create the form(s) that are listed below or  click the top checkbox to select all students.
 +
*Click on the student's name to have the edit window appear and allow changes to be made to the student's information.
 +
:Example: To not get phone calls (or emails) for any of these subjects, Tardies (TARD), Attendance (ATND), Discipline (DISC), Grades (GRDS), Events (EVNT), click any of the phone number(s) fields for the Father, Mother, and/or Guardian. NOTE: No work numbers will be called.  Click the “'''Save'''” button located on the lower left to save any changes.
 +
 
 +
==Main==
 +
 
 +
[[File:studdemofastloadmain2.png]]
 +
 
 +
===Column Headers===
 +
 
 +
'''Check these boxes on the left to choose student(s)'''
 +
 
 +
'''SIDNO''' - Student's identification number
 +
 
 +
'''School''' - Site code of the school in which the student is enrolled
 +
 
 +
'''Student Name''' - Student's full name
 +
 
 +
'''Grade''' - Student's grade of enrollment
 +
 
 +
'''Ethnic''' - Student's race/ethnicity
 +
 
 +
'''Gender''' - Student's gender
 +
 
 +
'''Homeroom Teacher''' - Student's homeroom teacher
 +
 
 +
'''Programs''' -  Leave blank if all program codes are to be included into the report. Otherwise click in the field to the right of Program Codes to select the desired program code(s) to view.
 +
 
 +
'''Clubs''' - Extracurricular activities in which students may participate. Leave blank if all clubs are to be included into the report. Otherwise click in the field to the right of Clubs to
 +
 
 +
select the desired club(s) to view.
 +
 
 +
'''Special Codes''' - Special Codes must have been entered into the Student Master record for students. Leave blank if all special codes are to be included into the report. Otherwise click in
 +
 
 +
the field to the right of Special Codes to select the desired special code(s) to view.
 +
 
 +
'''Morning Bus''' - Morning bus number.
 +
 
 +
'''Evening Bus''' - Evening bus number.
 +
 
 +
To find definitions of commonly used column headers, follow this link: [[Common Column Headers]].
 +
 
 +
==Bottom==
 +
 
 +
[[File:nandemobottom.png]]
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 +
 
 +
'''Setup''' - Click to go back to the Setup box.
 +
 
 +
[[Standard Print Options | '''Print''']] - This will allow the user to print the report.
 +
 +
'''Help''' - Click to view written instructions and/or videos.
 +
 
 +
 
 +
'''Print Short Form''' - Click the button on the lower right of the screen.  A print preview will be displayed to review the report before printing.  Note: If a large school,
 +
 
 +
it may take a minute or two to get the report.
 +
 
 +
 
 +
[[File:studtenrollform2.png]]
 +
 
 +
 
 +
'''Print Blank Short Form''' - Print blank forms to send home for parents to fill out for verification.
 +
 
 +
 
 +
[[File:studdemoform.PNG]]
 +
 
 +
 
 +
'''Print Demographics''' - Print demographic sheet on student(s).
 +
 
 +
 
 +
[[File:studdemoform.png]]
 +
 
 +
 
 +
'''Print Leave/Entry Package''' - Click on this tab and choose from the setup box what you want to print for package.
  
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This program will do the following:
+
[[File:leaveentry.png]]
  
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* Create a form for parents to review demographic information about a student, then return with any corrections.
 
−
* Allow a user to update the demographic information of the student, then print an updated copy of the form if needed.
 
  
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===Directions for Printing a Demographic Page to Send Home:===
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===Print Multiple Entry Leave Package:===
  
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# In the upper left, locate the '''Student Master''' category.  Underneath, click on “'''Loaders'''”, then “'''Student Demographic Fast Loader'''”.
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Once you click "OK" on the set up box, you will have a list of students. Check one, several or all students and then click on '''Print Entry/Leave Package'''.
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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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#* '''Show Parent’s Security Code''':  Select to show the 5 digit code (PSN) needed for the Parent / Guardian to create a Student Progress Center Account.
 
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#** '''Show JCOMM Permissions''':  Use only if the district uses the Edgear Call System.  Select to show a place for the parent / guardian to indicate that a call is not to be placed to a given phone number.
 
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#** '''Show General Permissions''':  Deselect (no check) to show the Comments from Student Master at the bottom of the form.  Select to show Permissions check boxes at the bottom of the form. 
 
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#**'''Show Alert Codes''':  Shows a student's alert code.  To print '''Alert Codes''' on Demographic Form, you must check "Show Alert Codes" and "Show Comments".
 
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#**'''Show Comments''': This will show the student's master record comments on the Student Short Form.  You may choose to "Show General Permission" or Show Comments" but not both.
 
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#** '''Show Blank JCOMM Permissions'''. By selecting this option the printout will show the blank check boxes on the short for each selected student. This will give the parents/guardian the mechanism to update these permissions.
 
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#* Click '''OK'''.
 
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#* Shown below are typical Settings for Student Progress Center confirmation.
 
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# [[File:student.png]]
 
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# A listing of students with a select box will be displayed. Click in the select box of the desired students to create a form, or to select all students displayed, click the square in the upper left.  You will then notice that a check mark is placed to the left of the name of the student(s).
 
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# To print the forms, click the '''Print Short Form''' button on the lower right of the screen.  A print preview will be displayed to review the report before printing.  Note: If a large school, it may take a minute or two to get the report.
 
  
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===Directions for Updating Student Demographics When the Form Is Returned===
 
  
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'''Note:'''  This is not the only way to update demographics.  If the user is more comfortable updating demographics in the Student Master module, that is certainly a good option.  The advantage here is that all of the demographic information is on one screen that roughly fits the form that was printed out.
 
  
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# When the forms are returned, go to the '''Student Demographics Fast Loader''' as detailed earlier in steps 1 and 2 on the previous page.
+
----
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# At the student listing, click on a student’s name or ID number.  Give it two or three seconds, then you will see a demographic screen that will appear as shown below.  Generally, you will find that the fields match the layout of the printed demographic page.
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[[Student Master|'''Student Master''' Main Page]]
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# Update the information on the screen to match the form returned by the parent/guardian.
+
----
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# To update the '''opt out''' for the items listed below click any of the phone number(s) fields for the Father, Mother, and/or Guardian. NOTE: No work numbers will be called; therefore, you will not get a popup for updating the opt out for any work number.
+
[[WebPams|'''JCampus''' Main Page]]
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#*Tardies (TARD)
 
−
#*Attendance (ATND)
 
−
#*Discipline (DISC)
 
−
#*Grades (GRDS)
 
−
#*Events (EVNT)
 
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#To update the permissions found on the bottom of the sample below, click the permissions tab at the bottom of the student master.
 
−
# Important! Click the “'''Save'''” button located on the lower left to store the changes.
 
−
# [[File:Resides With.png‎]]
 
−
# Tip:  If the user wishes to print an updated form of demographic information on the student, click the “'''Print Short Form” '''button located in the lower left.
 
−
# Click the yellow “x” in the upper right to close the screen. You will be returned to the student listing.
 
−
# To work on the next student, browse the listing to the desired student, click on the student name or ID, and repeat the steps above.
 

Latest revision as of 13:43, 5 June 2024

This program will do the following:

  • Provide a user a way to update the demographic information for a student on one screen for the Mother, Father, Guardian, etc.
  • Print a form for parents to review demographic information about a student, then return with any corrections.
  • Print Short forms with student information and also blank short forms.
  • Print multiple Leave Entry Packages.

Permission

Note: If profile SE (secretaries) has the below security, they will not be able to make changes.

Permission.PNG

Menu Location

Student > Loaders > Student Demographic Fast Loader

Setup Options

Studdemofastloadsetup6.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.

Student - This will generate a list of students to select from.

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

Show SSN on Report - Show the social security number on the report

Order To List - Allows for the list to be sorted in the desired way upon clicking OK.

Class Period - Click inside the box to choose class period.

Semester - Click inside the box to choose the semester.

Short Form - Options for Short Form.

Demographic Form - Options for Demographic Form.

Ok - Click to continue.

Filters

Studdemofastloadfilters.png

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 all genders. Otherwise, choose the desired gender.

Ethnic - Leave blank or select all to include all ethnicities. Otherwise, choose the desired ethnicity.

Program - Leave blank if all program codes are to be included into the report. Otherwise, choose the desired program code.

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.

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

Team - Leave blank if all teams are to be included into the report. Otherwise, choose the desired team.

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

Custom Codes - Select Custom Codes created in the Custom Code Management to filter the student list.

SBLC Retained Codes - Click in the box for SBLC retention codes.

Homeroom - Leave blank if all homerooms are to be included into the report. Otherwise, choose the desired homeroom.

Advisor - Selects students for this report based on the Advisor that have been assigned to individual students.

Morning Bus - Morning bus number

Evening Bus - Evening bus number

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.

Click OK to continue. A listing of students with a checkbox will be displayed.

  • Click in the checkbox of the desired students to create the form(s) that are listed below or click the top checkbox to select all students.
  • Click on the student's name to have the edit window appear and allow changes to be made to the student's information.
Example: To not get phone calls (or emails) for any of these subjects, Tardies (TARD), Attendance (ATND), Discipline (DISC), Grades (GRDS), Events (EVNT), click any of the phone number(s) fields for the Father, Mother, and/or Guardian. NOTE: No work numbers will be called. Click the “Save” button located on the lower left to save any changes.

Main

Studdemofastloadmain2.png

Column Headers

Check these boxes on the left to choose student(s)

SIDNO - Student's identification number

School - Site code of the school in which the student is enrolled

Student Name - Student's full name

Grade - Student's grade of enrollment

Ethnic - Student's race/ethnicity

Gender - Student's gender

Homeroom Teacher - Student's homeroom teacher

Programs - Leave blank if all program codes are to be included into the report. Otherwise click in the field to the right of Program Codes to select the desired program code(s) to view.

Clubs - Extracurricular activities in which students may participate. Leave blank if all clubs are to be included into the report. Otherwise click in the field to the right of Clubs to

select the desired club(s) to view.

Special Codes - Special Codes must have been entered into the Student Master record for students. Leave blank if all special codes are to be included into the report. Otherwise click in

the field to the right of Special Codes to select the desired special code(s) to view.

Morning Bus - Morning bus number.

Evening Bus - Evening bus number.

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

Bottom

Nandemobottom.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 Short Form - Click the button on the lower right of the screen. A print preview will be displayed to review the report before printing. Note: If a large school,

it may take a minute or two to get the report.


Studtenrollform2.png


Print Blank Short Form - Print blank forms to send home for parents to fill out for verification.


Studdemoform.PNG


Print Demographics - Print demographic sheet on student(s).


Studdemoform.png


Print Leave/Entry Package - Click on this tab and choose from the setup box what you want to print for package.

Leaveentry.png


Print Multiple Entry Leave Package:

Once you click "OK" on the set up box, you will have a list of students. Check one, several or all students and then click on Print Entry/Leave Package.


Student Master Main Page

JCampus Main Page

Retrieved from EDgear Wiki