Difference between revisions of "Block Fast Loader"

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===Video How-to===
+
'''This method of scheduling is used when a group or block of students has the same schedule throughout the day. This is not to be confused with blocking of courses.'''
−
[[media:  |Block Fast Loader video]]
+
__NOTOC__
 +
==Menu Location==
  
−
This method of scheduling is used when a group students have the same schedule throughout the day. You will need to have the Master Schedule complete before beginning. You will also need to know which sections each group of students will be scheduled into. This information can be entered into the Master Schedule to facilitate the scheduling process.
+
'''Scheduling > Loaders > Block Fast Loader'''
  
−
Steps for scheduling students using Block Fast Loader
+
==='''Quick Steps''' - Before Using This Program===
−
#Create/complete the Master Schedule.
+
*The user will need to roll the [[Sponsor Site Editor | Sponsor Site]] to the new year. This is usually done by the district office.
−
#Edit Master Schedule to identify groups of students per grade level.
+
*The user will need to run the [[Create New Year Student Master]].
−
#Create teacher blocks with schedule records for a particular group of students.
+
*The user will need to [[Create New Year Master Schedule]] Editor. Then it must be updated with the new year's changes <u>BEFORE</u> scheduling students in the [[Block Fast Loader]].
−
#Schedule students using automatic process or manual process.
+
'''Note''': If you need any additional help use the following link: [[New Year Scheduling Preparatory Steps for the District Coordinator]].
  
 +
===Now the User can:===
 +
*'''Roll over the teacher blocks''' using the previous school year to the upcoming school year using '''Roll Current Year Blocks To New Year''' under Action. If there have been any blocks already added to the upcoming school year, then the roll over will not work. The blocks in the upcoming school year will need to be removed using Action>'''Remove School(s) Blocks From Selected Year''' before the roll over will work.
 +
*'''Edit the teacher blocks''' with all changes for the new year and also adding new teacher blocks if needed. Again, the [[Master Schedule Editor]] must have been previously updated for the new year. In the set up box of Master Schedule Editor, there is an option Update Block Scheduling System. If Yes is chosen, for Validate Changes, it will create a pop up asking to update the Block Fast Loader section when the section is changed in the Master Schedule Editor. But, this will only change the demographics of the section (period, course name, teacher name, etc.). It will not change the placement of the sections in the teacher's block schedules as a whole.
 +
*'''Blocks will contain section numbers''' from the [[Master Schedule Editor]] that can only be used <u>once</u> per teacher's block. This information can be entered into Comment field of the [[Master Schedule Editor]] to keep up with the section numbers being used per block. This will prevent students, in two different blocks, from all being scheduled into the same section of a teacher's class which would make it look like the teacher is instructing 60 students instead of two groups of 30.
 +
*'''Remember, this is not the teacher's schedule.''' It is the schedule for the group/block of students that will stay together throughout the school day. The user will need to know into which blocks each group of students will be scheduled and what homeroom teacher's class that they will meet in.
 +
* '''Self Contained''' means the students will keep the same teacher all day who will teach all needed courses.
 +
*'''Departmentalized''' means the students will have more one teachers throughout the day.
 +
*'''Once the Master Schedule and the teacher blocks''' are all updated, then (and only then) should the students be scheduled using an automatic process or a manual process.
  
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'''How to'''
 
−
#Log in to WebPams
 
−
#Select Scheduling from the program list on the left
 
−
#Click on Loaders
 
−
#Select Block Fast Loader
 
  
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<p>'''Set up Box'''</p>
+
[[File:blockfastloadersetup3.png]]
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#Verify Year, District, and School. These default values are based on your security settings.
 
−
#Select Grade. Leave the Grade field blank if all grade levels are to be included in the team assignment process. Otherwise click in the box to the right of “Grade” to select the desired grade level(s) to be included. With Block Fast Loader you will usually select one grade to work with at a time.
 
−
#Select the As-of-Date. This represents active students as of the date you choose. It usually defaults to the current date.
 
−
#Click the check box to Save Schedules as Manually Scheduled to prevent an automatic scheduling process from overwriting schedules created through the Block Fast Loader.
 
−
#Click OK to move to the next screen.
 
  
 +
'''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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'''Definitions of the Buttons at the bottom of the screen'''
+
'''District''' - Default value is based on the user’s security settings. The user will be limited to their district only.
  
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Delete Block – deletes currently selected block
+
'''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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New Block – creates a block of classes for a teacher not assigned a block
+
'''Gender''' - Gender of students whose records need to be edited. Leave blank or select all to include all genders. Otherwise, choose the desired gender.
  
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Change Block – change header information about a teacher
+
'''Student Grade''' -Grade level of students whose records need to be edited. Leave blank or select all to include all grade levels. Otherwise, choose the desired grade level.
  
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Schedule – schedules all selected students to the selected teacher’s block
+
'''Block Grades''' - Select block grades to process.
  
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Print--prints either the list of block with header information or prints the block detail list of courses
+
'''Semester''' - Semester, Ex: 1st semester, 2nd semester.
  
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Setup--returns to the setup box to change group of students to be scheduled.
+
'''Custom Codes''' - Select the custom codes created in the [[Custom Code Management]] to filter the student list.
  
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Select All Students – Checks all students` names
+
'''Special Codes''' - Leave blank if all special codes are to be included into the report.  Otherwise, choose the desired special code.
  
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De Select All Students – Unchecks all students` name
+
'''Exclude Special Codes''' - Exclude students having a selected special code.
  
 +
'''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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'''Edit the Master Schedule to identify the student groups for each schedule record'''
+
'''Sched Start Date''' - Select start date to use for schedule records
  
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This is optional, but can make the process of course selection easier for schools with 2 or more groups of students per grade level. For example, this will prevent students in two groups from all being scheduled into the same section of a teacher's Language class which would make it look like the teacher is instructing 60 students instead of two groups of 30.
+
Click in the field to the right of Grade(s) to select the desired grade level(s) to be included.
  
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To edit the Master Schedule Editor click in the comment field beside each course and enter either the Homeroom teacher's name or a section designation such as 1A, 1B, 1C, etc. In the setup box for Master Schedule Editor you can restrict the display to include one grade only. This will provide a smaller group of courses and teachers to which group indicators are to be assigned.  
+
Click the check box to '''Do not overwrite existing homerooms''' to allow the user to not enter a homeroom teacher to create and save a schedule in Block Fast Loader.
  
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After assigning group indicators to the Master Schedule Editor, return to the Block Fast Loader to complete the scheduling process.
+
Click the check box to '''Save Schedules as Manually Scheduled''' to prevent an automatic scheduling process from overwriting schedules created through the Block Fast Loader.
  
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'''Creating Blocks'''
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Click '''OK''' to continue.
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#Select the '''New Block''' button
 
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#Click in the block name field. The name can be a teacher's name or some other indicator such as 1A, 1B, etc. If using a teacher's name select from the list that appears. If using some other indicator close the teacher list and type the name of your choice.
 
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#If you select a teacher's name for the block name, the same name will automatically appear in the Homeroom teacher field; otherwise, you will need to click in the homeroom teacher's name field and make the selection from the teacher list.
 
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#Verify the grade. This value will be used to limit the Master Schedule display when selecting courses for each block.
 
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#Click '''Save New'''.
 
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#The schedule window will automatically appear. You can not save a new block without entering at least one class record.
 
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#The schedule window will have 4 sections. Click under Semester 1 on the any blank line and the Master Schedule will appear.
 
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#Rearrange the Master Schedule to move the grade column to be visible. (This will save time.) And sort the Master Schedule by Grade for ease of finding the group of courses for the grade level of the block being created.
 
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#You may get a pop up that indicates the class period you have selected on the schedule maintenance screen is not the class period of the course selected. Click '''OK'''.
 
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#If the Semester 1 section selected is already in another block, you will get a pop up that allows you to either continue and use it or to cancel. If you click '''no''' the window changes back to the schedule maintenance screen. Repeat the selection process to enter a course not found in another block. If you click '''yes''' the same pop up will appear for Semester 2; click '''yes''' again.
 
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#Repeat the process from step 7 above until all courses in which a particular group of students will receive a grade.
 
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#Close the Schedule Maintenance window with the '''X''' at the top right of the window.
 
  
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'''To Delete a Block'''
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To find definitions for standard setup values, follow this link: [[Standard Setup Options]].
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#Select the block on the right to be deleted by selecting the check box to the left of the block number.
 
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#Then click the '''delete''' button at the bottom left. A confirmation pop up will appear. If the block number in the pop up is correct then click '''OK'''. If it is incorrect, click '''No''' and select the correct block number.
 
  
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'''To Change/edit an existing block'''
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==Main==
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#Select the block on the right to be '''changed''' by selecting the check box to the left of the block number.
+
 
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#Then click the '''change block''' button at the bottom. Correct the necessary information and click '''save changes'''.
+
[[File:blockloadermain4.png]]
 +
 
 +
==Column Headers==
 +
 
 +
'''Name''' - Student's/employee's full name.
 +
 
 +
'''GD''' - grade level of the student and/or course.
 +
 
 +
'''BLK''' - Block number.
 +
 
 +
'''Homeroom''' - Student's homeroom.
 +
 
 +
'''Sidno''' - Local ID of the student/Teacher/Substitute Teacher.
 +
 
 +
'''Sex''' - Gender of the student/employee.
 +
 
 +
'''Ethnicity''' - Student primary ethnicity.
 +
 
 +
'''Dist''' - District in which the student is enrolled.
 +
 
 +
'''Sch''' - Site code of the school in which the student/employee is enrolled/works.
 +
 
 +
'''Sped''' - Special Education students.
 +
 
 +
'''Counselor''' - Name of the counselor to which the student has been assigned.
 +
 
 +
'''Advisor''' - Name of the advisor to which the student has been assigned.
 +
 
 +
'''Custom Codes''' - Select the custom codes created in the Custom Codes Management to filter the student list.
 +
 
 +
'''Recnum''' - Record number.
 +
 
 +
'''BLK''' - Block Number.
 +
 
 +
'''GD''' - Grade level.
 +
 
 +
'''LD''' - Load Count, when the user clicks on the number a roster screen will display.
 +
 
 +
'''Homeroom''' - Name of homeroom teacher.
 +
 
 +
'''BLK Name''' - Block Name.
 +
 
 +
'''Hm#''' - Homeroom number.
 +
 
 +
'''Blk Desc''' - Block Description.
 +
 
 +
'''Dist''' - District in which the student is enrolled.
 +
 
 +
'''Sch''' - Site code of the school in which the student/employee is enrolled/works.
 +
 
 +
'''Teaid''' - Staff ID/SID/ID--Identification number of the staff.
 +
 
 +
'''SCap''' - Standard Capacity.
 +
 
 +
'''Counselor''' - Name of the counselor to which the student has been assigned.
 +
 
 +
'''Advisor''' - Name of the advisor to which the student has been assigned.
 +
 
 +
To find definitions of commonly used column headers, follow this link: [[Common Column Headers]].
 +
 
 +
==Top==
 +
'''Action'''
 +
 
 +
'''Master Schedule''' - Displays the [[Master Schedule Editor]] Reschedule Blocks - Allows you to reschedule students already assigned to blocks. This is used if classes have been added to or removed from a block.
 +
 
 +
'''Reschedule Blocks''' -  This will reschedule students to match the blocks. A table will display consisting of the block header records with a selection column.  Check the blocks of which you want to reschedule the students. When finished, the block load counts will reset automatically.
 +
 
 +
'''Single Course''' - Allows the user to add a single class to all of the students in the same block. This does not change the block.
 +
 
 +
'''Clear Student Block Numbers''' - This just clears the block number. NO schedules will be changed. The user will NOT be able to auto-restore the assigned block numbers. Be certain this is what is needed  before clicking the button labeled 'YES'.
 +
 
 +
'''[[Automatic Scheduling]]''' - Alternating Student Scheduling, Sequential Student Scheduling, and Capability Student Scheduling
 +
 
 +
'''Initialize Block Counts''' - Updates counts of students scheduled into the different blocks; it also updates counts in the [[Master Schedule Editor]].
 +
 
 +
'''Realign Blocks to Master Schedule''' - Compares information related to each section number found in the Block Fast Loader to the section numbers in the [[Master Schedule Editor]]. If any information is different, the block information is updated.  Note that the student schedules scheduled by this block program will NOT be updated using this procedure so they will probably need to be rescheduled after the alignment process is complete.
 +
 
 +
'''Roll Current Year Blocks to New Year''' - Creates a copy of the previous school year blocks for the upcoming school year. Specific grade levels can be chosen. The user can only roll over one year to the next consecutive year so would not be able to roll over 1314 to 1516. Also, if you have already built at least one new block in the upcoming school year, the copy process will not work.
 +
 
 +
'''Remove School(s) Blocks From Selected Year''' - Deletes all blocks for the selected year.
 +
 
 +
==Bottom==
 +
 
 +
[[File:block fast loader bottom.png]]
 +
 
 +
'''Delete Block''' - Deletes currently selected block.
 +
 
 +
'''New Block''' - Creates a block of classes for a teacher not assigned a block. Teacher names will be pulled from the Master Schedule Editor, not Human Resource Master.
 +
 
 +
'''Change Block''' - Change header information about a teacher.
 +
 
 +
'''Schedule''' - Schedules all selected students to the selected teacher’s block.
 +
 
 +
'''[[Standard Print Options | Print]]''' - This will allow the user to print the report.
 +
 
 +
'''Setup''' - Click to go back to the Setup box.
 +
 
 +
'''Help''' - Click to view written instructions and/or videos.
 +
 
 +
==How To==
 +
 
 +
'''[[Create, Delete and Change the Block Fast Loader]]'''
 +
 
 +
'''[[Manual Scheduling]]'''
 +
 
 +
'''[[Automatic Scheduling]]'''
 +
 
 +
'''[[Reschedule]]'''
 +
 
 +
 
 +
----
 +
[[Scheduling|'''Scheduling''' Main Page]]
 +
----
 +
[[Classroom|'''Classroom''' Main Page]]
 +
----
 +
[[WebPams|'''JCampus''' Main Page]]

Latest revision as of 14:15, 27 June 2024

This method of scheduling is used when a group or block of students has the same schedule throughout the day. This is not to be confused with blocking of courses.

Menu Location

Scheduling > Loaders > Block Fast Loader

Quick Steps - Before Using This Program

Note: If you need any additional help use the following link: New Year Scheduling Preparatory Steps for the District Coordinator.

Now the User can:

  • Roll over the teacher blocks using the previous school year to the upcoming school year using Roll Current Year Blocks To New Year under Action. If there have been any blocks already added to the upcoming school year, then the roll over will not work. The blocks in the upcoming school year will need to be removed using Action>Remove School(s) Blocks From Selected Year before the roll over will work.
  • Edit the teacher blocks with all changes for the new year and also adding new teacher blocks if needed. Again, the Master Schedule Editor must have been previously updated for the new year. In the set up box of Master Schedule Editor, there is an option Update Block Scheduling System. If Yes is chosen, for Validate Changes, it will create a pop up asking to update the Block Fast Loader section when the section is changed in the Master Schedule Editor. But, this will only change the demographics of the section (period, course name, teacher name, etc.). It will not change the placement of the sections in the teacher's block schedules as a whole.
  • Blocks will contain section numbers from the Master Schedule Editor that can only be used once per teacher's block. This information can be entered into Comment field of the Master Schedule Editor to keep up with the section numbers being used per block. This will prevent students, in two different blocks, from all being scheduled into the same section of a teacher's class which would make it look like the teacher is instructing 60 students instead of two groups of 30.
  • Remember, this is not the teacher's schedule. It is the schedule for the group/block of students that will stay together throughout the school day. The user will need to know into which blocks each group of students will be scheduled and what homeroom teacher's class that they will meet in.
  • Self Contained means the students will keep the same teacher all day who will teach all needed courses.
  • Departmentalized means the students will have more one teachers throughout the day.
  • Once the Master Schedule and the teacher blocks are all updated, then (and only then) should the students be scheduled using an automatic process or a manual process.


Blockfastloadersetup3.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.

Gender - Gender of students whose records need to be edited. Leave blank or select all to include all genders. Otherwise, choose the desired gender.

Student Grade -Grade level of students whose records need to be edited. Leave blank or select all to include all grade levels. Otherwise, choose the desired grade level.

Block Grades - Select block grades to process.

Semester - Semester, Ex: 1st semester, 2nd semester.

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

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

Exclude Special Codes - Exclude students having a selected special code.

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

Sched Start Date - Select start date to use for schedule records

Click in the field to the right of Grade(s) to select the desired grade level(s) to be included.

Click the check box to Do not overwrite existing homerooms to allow the user to not enter a homeroom teacher to create and save a schedule in Block Fast Loader.

Click the check box to Save Schedules as Manually Scheduled to prevent an automatic scheduling process from overwriting schedules created through the Block Fast Loader.

Click OK to continue.

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

Main

Blockloadermain4.png

Column Headers

Name - Student's/employee's full name.

GD - grade level of the student and/or course.

BLK - Block number.

Homeroom - Student's homeroom.

Sidno - Local ID of the student/Teacher/Substitute Teacher.

Sex - Gender of the student/employee.

Ethnicity - Student primary ethnicity.

Dist - District in which the student is enrolled.

Sch - Site code of the school in which the student/employee is enrolled/works.

Sped - Special Education students.

Counselor - Name of the counselor to which the student has been assigned.

Advisor - Name of the advisor to which the student has been assigned.

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

Recnum - Record number.

BLK - Block Number.

GD - Grade level.

LD - Load Count, when the user clicks on the number a roster screen will display.

Homeroom - Name of homeroom teacher.

BLK Name - Block Name.

Hm# - Homeroom number.

Blk Desc - Block Description.

Dist - District in which the student is enrolled.

Sch - Site code of the school in which the student/employee is enrolled/works.

Teaid - Staff ID/SID/ID--Identification number of the staff.

SCap - Standard Capacity.

Counselor - Name of the counselor to which the student has been assigned.

Advisor - Name of the advisor to which the student has been assigned.

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

Top

Action

Master Schedule - Displays the Master Schedule Editor Reschedule Blocks - Allows you to reschedule students already assigned to blocks. This is used if classes have been added to or removed from a block.

Reschedule Blocks - This will reschedule students to match the blocks. A table will display consisting of the block header records with a selection column. Check the blocks of which you want to reschedule the students. When finished, the block load counts will reset automatically.

Single Course - Allows the user to add a single class to all of the students in the same block. This does not change the block.

Clear Student Block Numbers - This just clears the block number. NO schedules will be changed. The user will NOT be able to auto-restore the assigned block numbers. Be certain this is what is needed before clicking the button labeled 'YES'.

Automatic Scheduling - Alternating Student Scheduling, Sequential Student Scheduling, and Capability Student Scheduling

Initialize Block Counts - Updates counts of students scheduled into the different blocks; it also updates counts in the Master Schedule Editor.

Realign Blocks to Master Schedule - Compares information related to each section number found in the Block Fast Loader to the section numbers in the Master Schedule Editor. If any information is different, the block information is updated. Note that the student schedules scheduled by this block program will NOT be updated using this procedure so they will probably need to be rescheduled after the alignment process is complete.

Roll Current Year Blocks to New Year - Creates a copy of the previous school year blocks for the upcoming school year. Specific grade levels can be chosen. The user can only roll over one year to the next consecutive year so would not be able to roll over 1314 to 1516. Also, if you have already built at least one new block in the upcoming school year, the copy process will not work.

Remove School(s) Blocks From Selected Year - Deletes all blocks for the selected year.

Bottom

Block fast loader bottom.png

Delete Block - Deletes currently selected block.

New Block - Creates a block of classes for a teacher not assigned a block. Teacher names will be pulled from the Master Schedule Editor, not Human Resource Master.

Change Block - Change header information about a teacher.

Schedule - Schedules all selected students to the selected teacher’s block.

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

Setup - Click to go back to the Setup box.

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

How To

Create, Delete and Change the Block Fast Loader

Manual Scheduling

Automatic Scheduling

Reschedule


Scheduling Main Page

Classroom Main Page

JCampus Main Page

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