Difference between revisions of "Course Request Fast Loader"

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===Video How-to===
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__NOTOC__
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[[media:SCCourseReqFastLoad.mov|Course Request Fast Loader video]]
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'''This program is for entering course requests for students based on their schedule in the previous year.</br>
 +
For example, all students taking Math 7 last year can have Math 8 loaded as a request for the upcoming year.'''
  
 +
==Quick Steps: Before Starting Course Request Fast Loader==
 +
#Make sure that all new year rollovers are completed prior to loading course requests for the new year.
 +
#See [[New Year Scheduling Preparatory Steps for the District Coordinator]] and/or [[New Year Scheduling Flow - Request Based Schools]] for guidance.
 +
#This works really well where there is a natural progression from one course to another. Do not use this where there is no progression.
 +
#*Example:  Not all English III students will need English IV, so this program would not be a good fit for loading requests with this program.
 +
#This program works best if filtered by a Transcript Group at a time.
  
 +
==Menu Location==
  
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'''This document will provide instructions for entering course requests for students based on their schedule in the previous year. For example, all students taking Math 7 last year can have Math 8 loaded as a request for the upcoming year.'''
+
'''Scheduling > Loaders > Course Request Fast Loader'''
  
 +
==Setup Options==
  
−
#Login to '''WebPams'''
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[[File:coursereqfastloadsetup5.png]]
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#Select '''Scheduling''' from the categories on the left of the screen.
 
−
#Under '''Loaders''' select '''Course Request Fast Loader'''.
 
−
#Click '''Ok''' and the Setup Box will appear.
 
  
 +
'''New Year''' - The upcoming school year
  
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'''Setup Box Options'''
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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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:'''New Year'''--the upcoming school year
 
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:'''Verify District and School'''--default values are based on your security settings
 
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:'''YYYY Grades'''--the New Year selection above will determine the year in this field label. i.e. if the new year is '1314' this field label will be '1213 Grades'. Select the grade level of the students for which requests will be loaded. This is their level in the previous year.
 
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:'''Active Only'''--selecting this option will omit any student with a leave date (based on the date below)
 
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:'''As-Of-Date'''--date that determines whether a student is active or not
 
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:'''Course Criteria Section'''
 
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::'''Grade Levels'''--determines which courses from the master schedule or courses file will be displayed; values '''must be''' both previous year and upcoming year grade levels in this field
 
−
::'''Transcript Group'''--additional limitation of the courses to be displayed; leave blank for all transcript groups
 
−
::'''Limit courses to Master Schedule (1314)'''--limits the courses list to the upcoming year; otherwise, the source of the courses is the Course Catalog; '''select''' this option
 
−
::'''Active Only Courses Prev Year YYYY (left table)'''--unselect this option; YYYY is determined by New Year value above
 
−
::'''Active Only Courses New Year YYYY (right table)'''--select this option; YYYY is determined by New Year value above
 
  
 +
'''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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'''NOTE''' After completing the setup box options, click OK to move to the next screen. The new screen will be divided into two sections--the list of courses from the master schedule in the previous year on the left side and the list of courses from the master schedule in the upcoming year on the right side.  
+
'''XXXX Grades''' - The 'New Year' selection box above will determine the year in this field label. i.e. If the new year is '2425' this field label will be '2324 Grades'. Select the grade level of the students for which requests will be loaded. This is their level in the previous year.
  
 +
'''Active Only''' - Selecting this option will omit any student with a leave date (based on the date below).
  
−
'''Definitions of Column Headers--left side of the screen (previous school year)'''
+
'''As-Of-Date''' - Date that determines whether a student is active or not.
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:'''Check box'''--the indicator for which subjects are to be considered in the load process
 
−
:'''Course YYYY'''--courses found in the student schedules from the previous year
 
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:'''Grade'''--grade level of students to be considered
 
−
:'''Credit'''--credit of the course
 
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:'''Honors'''--honors indicator from the course catalog
 
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:'''STD'''--presence of the '''*''' indicates the course is a standard for this grade level
 
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:'''SEM'''--number of semesters of the course
 
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:'''#PDs'''--number of periods in the day or the course
 
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:'''PRI'''--scheduling priority code of the course
 
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:'''SEQ'''--scheduling sequence of the course
 
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:'''Group'''--transcript group
 
−
:'''State Code'''--state 6-digit code of the course
 
−
:'''Local Code'''--local code of the course if available
 
−
:'''School'''--site where course is offered
 
  
 +
'''Special Codes''' - Leave blank if all special codes are to be included into the report.  Otherwise, choose the desired special code.
 +
 +
'''Counselor''' - Click inside the box for a list of Counselor's to select.
 +
 +
'''Course Criteria Section'''
 +
 +
'''Grade Levels''' - ALWAYS ADD ALL grade levels to this field because it determines which courses from the [[Master Schedule Editor]] or courses file will be displayed. Values '''must be''' both previous year and upcoming year grade levels in this field. The 'Transcript Group' field will allow the user to filter down the courses.
 +
 +
'''Transcript Group''' - Additional limitation of the courses to be displayed; leave blank for all transcript groups
 +
 +
'''Limit courses to Master Schedule (YYYY)''' - Limits the courses list to the upcoming year; otherwise, the source of the courses is the Course Catalog; '''select''' this option
 +
 +
'''Active Only Courses Prev Year YYYY (left table)''' - Unselect this option; YYYY is determined by New Year value above
 +
 +
'''Active Only Courses New Year YYYY (right table)''' - Select this option; YYYY is determined by New Year value above
 +
 +
To find definitions for standard setup values, follow this link: [[Standard Setup Options]].
 +
 +
'''NOTE''' After completing the setup box options, click OK to move to the next screen. The new screen will be divided into two sections:  the list of courses from the [[Master Schedule Editor]] in the previous year on the left side and the list of courses from the Master Schedule Editor in the upcoming year on the right side.
 +
 +
==Main==
 +
 +
[[File:course req fast loader main.png]]
 +
 +
===Column Headers===
 +
 +
'''Check box''' - The indicator for which subjects are to be considered in the load process
 +
 +
'''Course YYYY''' - Courses found in the student schedules from the previous year
 +
 +
'''Grade, Grd''' - Grade level of the student and/or course
 +
 +
'''Credit''' - Credit value of course
 +
 +
'''Honors''' - Honors indicator from the course catalog
 +
 +
'''STD''' - Presence of the '''*''' indicates the course is a standard for this grade level
 +
 +
'''SEM''' - Sem, S1, S2, etc. semester, Ex: 1st semester, 2nd semester
 +
 +
'''PDs''' - Period, class period(s) of the course(s) in which the student is enrolled
 +
 +
'''PRI''' - Scheduling priority code of the course
 +
 +
'''SEQ''' - Scheduling sequence of the course
 +
 +
'''Group''' - Transcript group
 +
 +
'''State Code''' - State 6-digit code of the course
 +
 +
'''Local Number''' - Local number of the course if available
 +
 +
'''School''' - Site code of the school in which the student/employee is enrolled/works
 +
 +
To find definitions of commonly used column headers, follow this link: [[Common Column Headers]].
 +
 +
==Bottom==
 +
 +
[[File:course req fast loader bottom.png]]
  
 
'''Process for Loading Course Requests'''
 
'''Process for Loading Course Requests'''
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#Select the '''course(s)''' on the left side of the screen.
+
 
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#Select the '''single course''' on the right that is to be loaded into the upcoming year request file.
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Select the '''course(s)''' on the left side of the screen.
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::'''Note''' Multiple courses can be selected on the left side. Only one course can be selected on the right side.
+
 
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#Click '''Load Request''' button at the bottom of the screen.
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Select the '''single course''' on the right that is to be loaded into the upcoming year request file.
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#A confirmation popup will appear on the screen. Confirm by clicking '''Yes'''.
+
 
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#A '''note''' box will appear summarizing the total requests created.
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'''Note''' Multiple courses can be selected on the left side. Only one course can be selected on the right side.
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#Repeat the process for each subject.
+
 
 +
'''Load Request''' - Button at the bottom of the screen.
 +
 
 +
A confirmation popup will appear on the screen. Confirm by clicking '''Yes'''.
 +
 
 +
A '''note''' box will appear summarizing the total requests created.
 +
 
 +
Repeat the process for each subject.
  
  
 
'''Process for removing/unloading a course request'''
 
'''Process for removing/unloading a course request'''
−
#Select the '''course''' on the right side of the screen that you want to remove from the student request file.
 
−
#Click the '''Unload Request''' button at the bottom of the screen.
 
−
#A confirmation popup will appear describing what you have requested.
 
−
#Answer '''Yes''' to remove the course from the requests for students.
 
−
#Answer '''No''' to stop the removal process.
 
  
 +
Select the '''course''' on the right side of the screen that you want to remove from the student request file.
 +
 +
'''Unload Request''' - Button at the bottom of the screen.
 +
 +
A confirmation popup will appear describing what you have requested.
 +
 +
Answer '''Yes''' to remove the course from the requests for students.
 +
 +
Answer '''No''' to stop the removal process.
 +
 +
 +
'''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.
 +
 +
 +
----
 +
[[Scheduling|'''Scheduling''' Main Page]]
  
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'''Printing the Course Table'''
+
----
−
#The only information that can be printed is the prior year's course list on the left side of the screen.
+
[[WebPams|'''JCampus''' Main Page]]
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#Click the '''Print''' button at the bottom of the screen.
 
−
#A popup will appear with a set of document print options--PDF, XLS, CSV, HTML. Click the print button on this popup and a print preview window will appear.
 
−
#'''To get the print icon''' on this window, hover the mouse in the bottom right area of the preview. A grey rectangle will appear with several icons. Click the print icon at the right end of this rectangle. Another print preview will appear; click the print button at the top left to print the report. Close the print preview.
 

Latest revision as of 09:46, 10 July 2024

This program is for entering course requests for students based on their schedule in the previous year.
 For example, all students taking Math 7 last year can have Math 8 loaded as a request for the upcoming year.

Quick Steps: Before Starting Course Request Fast Loader

  1. Make sure that all new year rollovers are completed prior to loading course requests for the new year.
  2. See New Year Scheduling Preparatory Steps for the District Coordinator and/or New Year Scheduling Flow - Request Based Schools for guidance.
  3. This works really well where there is a natural progression from one course to another. Do not use this where there is no progression.
    • Example: Not all English III students will need English IV, so this program would not be a good fit for loading requests with this program.
  4. This program works best if filtered by a Transcript Group at a time.

Menu Location

Scheduling > Loaders > Course Request Fast Loader

Setup Options

Coursereqfastloadsetup5.png

New Year - The upcoming school year

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.

XXXX Grades - The 'New Year' selection box above will determine the year in this field label. i.e. If the new year is '2425' this field label will be '2324 Grades'. Select the grade level of the students for which requests will be loaded. This is their level in the previous year.

Active Only - Selecting this option will omit any student with a leave date (based on the date below).

As-Of-Date - Date that determines whether a student is active or not.

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

Counselor - Click inside the box for a list of Counselor's to select.

Course Criteria Section

Grade Levels - ALWAYS ADD ALL grade levels to this field because it determines which courses from the Master Schedule Editor or courses file will be displayed. Values must be both previous year and upcoming year grade levels in this field. The 'Transcript Group' field will allow the user to filter down the courses.

Transcript Group - Additional limitation of the courses to be displayed; leave blank for all transcript groups

Limit courses to Master Schedule (YYYY) - Limits the courses list to the upcoming year; otherwise, the source of the courses is the Course Catalog; select this option

Active Only Courses Prev Year YYYY (left table) - Unselect this option; YYYY is determined by New Year value above

Active Only Courses New Year YYYY (right table) - Select this option; YYYY is determined by New Year value above

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

NOTE After completing the setup box options, click OK to move to the next screen. The new screen will be divided into two sections: the list of courses from the Master Schedule Editor in the previous year on the left side and the list of courses from the Master Schedule Editor in the upcoming year on the right side.

Main

Course req fast loader main.png

Column Headers

Check box - The indicator for which subjects are to be considered in the load process

Course YYYY - Courses found in the student schedules from the previous year

Grade, Grd - Grade level of the student and/or course

Credit - Credit value of course

Honors - Honors indicator from the course catalog

STD - Presence of the * indicates the course is a standard for this grade level

SEM - Sem, S1, S2, etc. semester, Ex: 1st semester, 2nd semester

PDs - Period, class period(s) of the course(s) in which the student is enrolled

PRI - Scheduling priority code of the course

SEQ - Scheduling sequence of the course

Group - Transcript group

State Code - State 6-digit code of the course

Local Number - Local number of the course if available

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

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

Bottom

Course req fast loader bottom.png

Process for Loading Course Requests

Select the course(s) on the left side of the screen.

Select the single course on the right that is to be loaded into the upcoming year request file.

Note Multiple courses can be selected on the left side. Only one course can be selected on the right side.

Load Request - Button at the bottom of the screen.

A confirmation popup will appear on the screen. Confirm by clicking Yes.

A note box will appear summarizing the total requests created.

Repeat the process for each subject.


Process for removing/unloading a course request

Select the course on the right side of the screen that you want to remove from the student request file.

Unload Request - Button at the bottom of the screen.

A confirmation popup will appear describing what you have requested.

Answer Yes to remove the course from the requests for students.

Answer No to stop the removal process.


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.


Scheduling Main Page

JCampus Main Page

Retrieved from EDgear Wiki