Difference between revisions of "Advisor Loader"

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==Menu Location==
 
==Menu Location==
  
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'''Student > Loaders > Advisor Loader'''
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[[File:mb645.png]]
 
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'''On the left navigation panel, select Student Master > Loaders > Advisor Loade'''
 
  
 
==Setup Options==
 
==Setup Options==
  
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[[File:advisorloadsetup.png]]
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[[File:mb646.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.
 
'''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. The user 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
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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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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
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'''Grade''' - Leave blank or select all to include all grade levels. Otherwise, choose the desired grade level.
  
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all schools in your district.
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'''Gender''' - Leave blank or select all to include all genders.  Otherwise, choose the desired gender.
  
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'''Grade''' - Grade level of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if all grade levels are to be included. Otherwise,
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'''Custom Codes''' - Select the Custom Codes created in the Custom Code Management to filter the student list.
  
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click in the field to the right of Grade(s) to select the desired grade level(s) to be included.
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'''Ethnic''' - Leave blank or select all to include all ethnicities. Otherwise, choose the desired ethnicity.
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'''Gender''' - Gender of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if both genders are to be included. Otherwise, click in
 
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the field to the right of Gender to select the desired gender to be included.
 
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'''Ethnic''' - Ethnicity of students whose records need to be edited or whose names are to be included on a report. Leave the field blank if all ethnics are to be included. Otherwise, click
 
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in the field to the right of Ethnic to select the desired ethnic(s) to be included.
 
  
 
'''Active Only''' - This choice will list only those students who are actively enrolled as of the date selected in the date field.
 
'''Active Only''' - This choice will list only those students who are actively enrolled as of the date selected in the date field.
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'''All Employees''' - This button defaults to empty, which will only show the teachers. Place a check in the box to select all certified personnel in the school.
 
'''All Employees''' - This button defaults to empty, which will only show the teachers. Place a check in the box to select all certified personnel in the school.
  
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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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'''OK''' - Click here to continue.
  
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If you need instructions for setup values to be used, follow the link for: [[Standard Setup Options]].
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'''OK''' - Click here to continue.
 
  
 
==Main==
 
==Main==
  
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[[File:advisorloadermain3.png]]
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[[File:mb647.png]]
 
  
 
===Column Headers===
 
===Column Headers===
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'''Advisor''' - Name of current student's advisor.
 
'''Advisor''' - Name of current student's advisor.
  
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'''Team''' -  This selection should only be used if your school is using Team Scheduling. Leave blank if all team names are to be included into the report. Otherwise click in the field to the right of Teams to select the desired Teams(s) to view.
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'''Advisor ID''' - Student's advisor identification number.
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'''Team''' -  Team to which the student has been assigned if the school is using the team scheduling method
  
 
'''Sch''' - Site code of the school in which the student is enrolled.
 
'''Sch''' - Site code of the school in which the student is enrolled.
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'''SIS School''' - Student's SIS school number.
  
  
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'''Count''' - Assigned active student count.
 
'''Count''' - Assigned active student count.
  
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'''To find definitions of commonly used columns follow this link:''' '''<span style="background:yellow">[[Common Column Headers]]</span>'''.
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To find definitions of commonly used columns follow this link: [[Common Column Headers]].
  
 
==Bottom==
 
==Bottom==
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'''Setup''' - This allows you to change the values on the setup box without exiting the program.
 
'''Setup''' - This allows you to change the values on the setup box without exiting the program.
  
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'''Print''' - To find the print instructions, follow this link: '''<span style="background:yellow">[[Standard Print Options]]</span>'''.
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'''[[Standard Print Options | Print]]''' - This will allow the user to print the report.
  
 
'''Help''' - This button links to the JCampus video and written instructions.
 
'''Help''' - This button links to the JCampus video and written instructions.

Latest revision as of 08:47, 17 July 2023

This document will provide instructions using the Advisor Loader. Students can be fast loaded by selecting all students that are being assigned the same Advisor and then by selecting the student or the students that need to be assigned individually for special cases.

Menu Location

Student > Loaders > Advisor Loader

Setup Options

Advisorloadsetup.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.

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.

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

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

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

All Employees - This button defaults to empty, which will only show the teachers. Place a check in the box to select all certified personnel in the school.

OK - Click here to continue.

If you need instructions for setup values to be used, follow the link for: Standard Setup Options.

Main

Advisorloadermain3.png

Column Headers

Left Side

Student Name - Student's full name.

SIDNO - Student's identification number.

Grade - Student's grade of enrollment.

Ethnic - Student's race/ethnicity.

Gender - Student's gender.

Advisor - Name of current student's advisor.

Advisor ID - Student's advisor identification number.

Team - Team to which the student has been assigned if the school is using the team scheduling method

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

SIS School - Student's SIS school number.


Right Side

Teacher's Name - Teacher's full name.

Teacher ID - Teacher's identification number.

Ethnic - Teacher's race/ethnicity.

Gender - Teacher's gender.

Sch - Site code of the school in which the employee works.

Count - Assigned active student count.

To find definitions of commonly used columns follow this link: Common Column Headers.

Bottom

Sch9.png

Setup - This allows you to change the values on the setup box without exiting the program.

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

Help - This button links to the JCampus video and written instructions.


Student Master Main Page

JCampus Main Page

Retrieved from EDgear Wiki