Difference between revisions of "Team Scheduling Update Utility"

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__NOTOC__
 
__NOTOC__
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===Video===
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'''This program will provide the user a way to mark students with a team and course sections with a team to have students scheduled to course sections with the same team name.'''
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[[media:SC-TeamCreateDelete.mov|Team Scheduling video]]
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*This team can then be chosen in the setup box of the [[Automatic Scheduler]] to align students and course sections for the student's class schedules. Note that if the teamed course section is full, then the student will be placed in another course of the same name that is not tagged as a team. This is done to keep the student from being added to the [[Abandons]] list.
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==Menu Location==
 
==Menu Location==
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[[File:sch67.png]] Click on '''Scheduling'''. Under '''Loaders''', select '''Team Scheduling Update Utility'''.
 
  
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'''Scheduling > Loaders > Team Scheduling Update Utility'''
  
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==Setup Options==
  
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==Setup Options==
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[[File:teamschedupdatesetup2.png]]  
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[[File:sch68.png]] To find definitions for standard setup values, follow this link: '''<span style="background:yellow">[[Standard Setup Options]]</span>'''.
 
  
 
'''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.
 
'''Year''' - Defaults to the current year. A prior year may be accessed by clicking in the field and making the appropriate selection from the drop down list.
  
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'''District''' - Default value is based on your security settings. You will be limited to your district only.
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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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'''School''' - Default value is based on your security settings. If you are assigned to a school, the school default value will be your school site code. You will not be able to change this value. If you are a supervisor or other district office employee with access to the Student Information System, you will be able to run programs for one school, a small group of schools, or all schools in your district.
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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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'''Grade''' - Grade level of students whose records need to be edited or whose names are to be included in the Find Box. Leave the field blank if all grade levels are to be included.  Otherwise, click in the field to the right of '''Grade''' to select the desired grade level(s) to be included.
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'''Grade''' -  Leave blank or select all to include all grade levels.  Otherwise, choose the desired grade level.
  
 
'''GPA Type''' - Select one of the following; P1-P8, S1-S4, F1-F2 and Cumulative.
 
'''GPA Type''' - Select one of the following; P1-P8, S1-S4, F1-F2 and Cumulative.
  
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'''Gender''' - Select the gender(s) to schedule.
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'''Gender''' - Leave blank or select all to include both genders.  Otherwise, choose the desired gender.
  
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'''Ethnicity''' - Select the ethnic code(s)
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'''Ethnic''' - Leave blank or select all to include all ethnicities.  Otherwise, choose the desired enthnicity.
  
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'''As of Date''' - Limits the list to those students who are active as of the date selected.
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'''As of Date''' - This will default to the selected school start date. If the school is blank, then it defaults to 700, and if the start date is before the current date, then it uses the current date.  This limits the list to those students who are active as of the date selected.
  
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'''Show'''
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'''Show''':
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*'''All'''
 
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*'''Sped Only'''
 
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*'''Non Sped'''
 
  
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'''Student Teams''' - You may select one or more teams with which to work by clicking in the Student Teams field. All teams can be selected by leaving the Student Teams field blank or by clicking in the field and selecting the check box to the left of the Value at the top of the list.
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All - Select to view all students.
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Sped Only - Select to view only Sped students.
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Non Sped - Select to view only non Sped students.
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'''Student Teams''' - Leave blank if all teams are to be included in the report. Otherwise, choose the desired team.
  
 
'''Select Programs''' - Click to select the student programs to process if any are assigned to the students. Leave empty to not process by program.
 
'''Select Programs''' - Click to select the student programs to process if any are assigned to the students. Leave empty to not process by program.
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Click '''OK''' to continue.
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'''Custom Codes''' - Select the custom codes created in the Custom Codes Management to filter the student list.
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'''Master Schedule''' - Select "Live" to edit the active Master Schedule records, or select "Oct1" to edit the Master Schedule backup records, or select one of the names of a "Copied" Master Schedule if any exist.
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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]]
  
 
==Main==
 
==Main==
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[[File:sch69.png]]
 
  
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[[File:teamutilitymain.png]]
  
 
===Column Headers - Student Teams (tab)===   
 
===Column Headers - Student Teams (tab)===   
 
   
 
   
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To find definitions of commonly used column headers, follow this link: '''<span style="background:yellow">[[Common Column Headers]]</span>'''.
 
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'''Left Side'''
 
'''Left Side'''
  
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'''GD''' - Student Grade.
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'''GD''' - Student grade.
  
 
'''Student''' - Student's name.
 
'''Student''' - Student's name.
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'''SIDNO''' - Student's identification number.
 
'''SIDNO''' - Student's identification number.
  
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'''GPA''' - Student's Grade Point Average.
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'''GPA''' - Student's grade point average.
  
 
'''Program''' - Student's program.
 
'''Program''' - Student's program.
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'''Map''' - Click here to see map for address shown.
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'''Physical Address''' - Student's physical address.
  
 
'''Team''' - Team name to assign. Click the action menu to change.
 
'''Team''' - Team name to assign. Click the action menu to change.
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'''Sections''' - Section count for the team.
 
'''Sections''' - Section count for the team.
  
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===Column Headers - Student teams (tab)===
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'''Sel''' - Select this team for auto-updating student teams by gpa (Only applies to the Auto GPA Button).
 +
 
 +
To find definitions of commonly used column headers, follow this link:  [[Common Column Headers]].
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===Column Headers - Class Section Teams (tab)===
  
 
'''Left Side'''
 
'''Left Side'''
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'''Sections''' - Section count for the team.
 
'''Sections''' - Section count for the team.
  
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'''Sel''' - Select this team for auto updating student teams by GPA. This is ONLY used for the Auto GPA button!
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 +
To find definitions of commonly used column headers, follow this link: [[Common Column Headers]].
  
 
==Bottom==
 
==Bottom==
 
[[File:sch70.png]]
 
[[File:sch70.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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'''Auto''' - Allows students to be automatically assigned to teams in alternating fashion.
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'''Auto-Capability''' - Allows students to be automatically assigned to teams, balanced by GPA, ethnic and gender.
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'''Auto-GPA''' - Click to assign teams by GPA.
  
 
==Top==
 
==Top==
 
[[File:sch71.png]]
 
[[File:sch71.png]]
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'''Action''':
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'''Add New Team''' - Select to add a new team. Next, a popup box will appear. Then type in the new team name, 48 character max, and then '''Save''' to continue or '''Cancel'''.
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'''Change Team Name''' - Select to change the team name. Next, a popup box will appear. Then select the old name to change and put in a new name, 48 character max. Click '''Begin''' to continue or '''Cancel'''.
  
  
 
===How To===
 
===How To===
  
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==Create or Delete Teams==
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===Assign Students to a Team===
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#'''To create a team''' click the '''Action''' button located above the list of teams.
 
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#Select '''add new team'''.
 
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#An '''enter new team''' popup appears on the screen. Type the name of the new team limiting the name to 10 characters. Click Save.
 
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#The new team will be in the alphabetized list of teams.
 
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#'''To delete a team''' click the 'DEL' cell to the left of the team name. A popup box will ask you to confirm that you want to delete the team. Click Yes.
 
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#*If there are students on the team, a prompt will appear asking if you want to remove students from this team. Click Yes.
 
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==Assign Students to a Team==
 
  
 
===Video===
 
===Video===
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#'''To remove student(s) from a team''', click on the row of the student's name in the Team column. The “*” will appear in the field, continue clicking by student names for each student that will be removed from Teams. It does not matter whether or not they are on the same team. After all students identified click on the blank line at the top of the list of Teams. You will get a prompt to confirm that all teams are to be removed. Click 'yes'.
 
#'''To remove student(s) from a team''', click on the row of the student's name in the Team column. The “*” will appear in the field, continue clicking by student names for each student that will be removed from Teams. It does not matter whether or not they are on the same team. After all students identified click on the blank line at the top of the list of Teams. You will get a prompt to confirm that all teams are to be removed. Click 'yes'.
  
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==Assign Sections to a Team==
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===Assign Sections to a Team===
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 +
 
 
===Video===
 
===Video===
 
[[media:SC-TeamSections_1.mov|Assign Sections to a Team video]]
 
[[media:SC-TeamSections_1.mov|Assign Sections to a Team video]]
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#'''To remove a class from a team''', click in the Team column beside the section(s) to be changed (an 'X' will appear in the Team cell) and click on the blank line at the top of the list of teams on the right.
 
#'''To remove a class from a team''', click in the Team column beside the section(s) to be changed (an 'X' will appear in the Team cell) and click on the blank line at the top of the list of teams on the right.
  
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==Auto Assign Students to a Team==
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===Auto Assign Students to a Team===
 
===Video===
 
===Video===
 
[[media:SC-Auto.mov|Auto Assigning Students to a Team video]]
 
[[media:SC-Auto.mov|Auto Assigning Students to a Team video]]
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----
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[[#top|Top of Page]]
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[[Scheduling|'''Scheduling''' Main Page]]
  
 
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----
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[[Scheduling|'''Scheduling''' Main Page]]
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[[WebPams|'''JCampus''' Main Page]]

Latest revision as of 10:17, 6 June 2024

This program will provide the user a way to mark students with a team and course sections with a team to have students scheduled to course sections with the same team name.

  • This team can then be chosen in the setup box of the Automatic Scheduler to align students and course sections for the student's class schedules. Note that if the teamed course section is full, then the student will be placed in another course of the same name that is not tagged as a team. This is done to keep the student from being added to the Abandons list.

Menu Location

Scheduling > Loaders > Team Scheduling Update Utility

Setup Options

Teamschedupdatesetup2.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.

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

GPA Type - Select one of the following; P1-P8, S1-S4, F1-F2 and Cumulative.

Gender - Leave blank or select all to include both genders. Otherwise, choose the desired gender.

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

As of Date - This will default to the selected school start date. If the school is blank, then it defaults to 700, and if the start date is before the current date, then it uses the current date. This limits the list to those students who are active as of the date selected.

Show:

All - Select to view all students.

Sped Only - Select to view only Sped students.

Non Sped - Select to view only non Sped students.

Student Teams - Leave blank if all teams are to be included in the report. Otherwise, choose the desired team.

Select Programs - Click to select the student programs to process if any are assigned to the students. Leave empty to not process by program.

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

Master Schedule - Select "Live" to edit the active Master Schedule records, or select "Oct1" to edit the Master Schedule backup records, or select one of the names of a "Copied" Master Schedule if any exist.

OK - Click to continue.

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

Main

Teamutilitymain.png

Column Headers - Student Teams (tab)

Left Side

GD - Student grade.

Student - Student's name.

Homeroom Student's homeroom teacher.

SIDNO - Student's identification number.

GPA - Student's grade point average.

Program - Student's program.

Map - Click here to see map for address shown.

Physical Address - Student's physical address.

Team - Team name to assign. Click the action menu to change.


Right Side

Del - Click to delete this team.

Team - Team name to assign. Click the action menu to change.

Stus - Student count for team. The count includes the entire student body.

Sections - Section count for the team.

Sel - Select this team for auto-updating student teams by gpa (Only applies to the Auto GPA Button).

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

Column Headers - Class Section Teams (tab)

Left Side

GD - Course grade.

Course - Course name.

Teacher - Teacher's name who teaches the course.

Room - The room where the course is taught.

PD - This is the class period.

Sems - This is the semesters selected

Section - The section number of the course.

Team - Select a team. NOTE - Most columns are sort-able by clicking on the column header EXCEPT for the Team Column. Clicking here will add (*) to all of the students. Clicking a second time will restore it back to the way it was. Also, you will not see a check in the checkbox to the left of the word Team.


Right Side

Del - Click to delete this team.

Team - Team name to assign. Click the action menu to change.

Stus - Student count for team. The count includes the entire student body.

Sections - Section count for the team.

Sel - Select this team for auto updating student teams by GPA. This is ONLY used for the Auto GPA button!

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

Bottom

Sch70.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.

Auto - Allows students to be automatically assigned to teams in alternating fashion.

Auto-Capability - Allows students to be automatically assigned to teams, balanced by GPA, ethnic and gender.

Auto-GPA - Click to assign teams by GPA.

Top

Sch71.png

Action:

Add New Team - Select to add a new team. Next, a popup box will appear. Then type in the new team name, 48 character max, and then Save to continue or Cancel.

Change Team Name - Select to change the team name. Next, a popup box will appear. Then select the old name to change and put in a new name, 48 character max. Click Begin to continue or Cancel.


How To

Assign Students to a Team

Video

Assign Students to a Team video

How to Assign/Re-assign Students to a Team or to Delete Student(s) from a Team

  1. On the left will be a list of students. On the right will be a list of the existing teams.
  2. To assign a student to a team click on the row by the student’s name in the Team column. The “*” will appear in the field; continue for each student that will be assigned to the same Team. After these students have been selected, at the far right of the screen click the team name to which this group of students are being assigned. NOTE: DO NOT CLICK IN THE SELECT COLUMN
  3. Repeat the process to assign other students to a different team.
  4. To re-assign a student to a different team, click on the existing team of any student changing to the same team. This will change the existing information in the team field to an “*”. Then select the new team name on the right side of the screen.
  5. To remove student(s) from a team, click on the row of the student's name in the Team column. The “*” will appear in the field, continue clicking by student names for each student that will be removed from Teams. It does not matter whether or not they are on the same team. After all students identified click on the blank line at the top of the list of Teams. You will get a prompt to confirm that all teams are to be removed. Click 'yes'.

Assign Sections to a Team

Video

Assign Sections to a Team video

How to Assign a Class to a Team, Reassign a Class to a Team, or Remove/delete teams from a Class

Your master schedule needs to be completed before assigning courses/classes to the teams.

Use the 'Setup Box' instructions found at the top of this set of instructions.

  1. After clicking 'OK' the screen will default to the list of students. There will be a tab at the bottom of the window showing that you are in the Student update area of the utility.
  2. To Assign a Class(s) to a Team click on the Class Section Teams tab. The new window will show Master Schedule records on the left of the screen. They will be sorted alphabetically within each grade. Clicking on the course column header will sort the data in alpha order. Or, you may sort in teacher order by clicking on the teacher column header.
  3. A left mouse click in the cell by a course name in the Team column will place an 'X' in the cell. Continue clicking by each of the courses that are to be assigned to the same team. After marking the complete list of courses that are to be assigned to the same Team, select the Team name on the right of the screen. All of the pre-selected courses will have their 'X' changed to the selected Team. Repeat the process until all Teams have their courses identified.
  4. To re-assign a class to a different team, click in the Team column beside the section(s) to be changed (an 'X' will appear in the Team cell) and click on the new Team in the list of teams on the right.
  5. To remove a class from a team, click in the Team column beside the section(s) to be changed (an 'X' will appear in the Team cell) and click on the blank line at the top of the list of teams on the right.

Auto Assign Students to a Team

Video

Auto Assigning Students to a Team video

Your master schedule needs to be completed before assigning students to the teams.

Use the 'Setup Box' instructions found at the top of this set of instructions.

There are three methods of automatically assigning students to teams: Auto, Auto-Capability, or Auto-GPA.

  1. Auto--Allows students to be automatically assigned to teams in alternating fashion.
  2. Auto-Capability--Allows students to be automatically assigned to teams balanced by GPA, ethnic, gender.
  3. Auto-GPA--Allows students to be automatically assigned to teams based on GPA. You must first decide the GPA range for each of the teams. Do not overlap or duplicate any GPA range.

Auto assigning students to teams

  1. Be sure the student names are sorted alphabetically before beginning this process.
  2. On the right side of the screen click in the Select column to select the teams to be used.
  3. Click the Auto button at the bottom of the screen. A pop-up appears for selection of regular ed only, special ed only, or all.
  4. The pop-up also gives you the option to Not overwrite previously assigned teams. Use this option if you have manually assigned students to teams.
  5. Or you may overwrite assigned teams with the second option.
  6. Click Begin.

Auto-Capability assigning students to teams

  1. On the right side of the screen click in the Select column to select the teams to be used.
  2. Click the Auto-Capability button at the bottom of the screen. A pop-up appears for selection of regular ed only, special ed only, or all.
  3. The pop-up also gives you the option to Not overwrite previously assigned teams. Use this option if you have manually assigned students to teams.
  4. Or you may overwrite assigned teams with the second option.
  5. Click Begin.

Auto-GPA assigning students to teams

  1. On the right side of the screen click in the Select column to select the teams to be used.
  2. Click the Auto-GPA button at the bottom of the screen.
  3. The pop-up gives you the option to Not overwrite previously assigned teams. Use this option if you have manually assigned students to teams.
  4. Or you may overwrite assigned teams with the second option.
  5. Enter the GPA range for each of the teams listed. Do not overlap or duplicate any GPA range.
  6. Click Begin.


Scheduling Main Page

JCampus Main Page

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