Difference between revisions of "Homeroom/Advisor/Counselor Auto Loader"

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__NOTOC__
 
__NOTOC__
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'''This program is an automatic loader for Homeroom/Advisor/Counselor. The loader information is set in the main setup box. A secondary selection box, Load by Class/Grading Period, will populate and the user can make selections to set up the load process for the Grade, Class Period,Semester, Day of Week'''.
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'''This program is an automatic loader for homerooms, advisors, and/or counselors. The first set up box will provide the user a way to make choices based on Class/Grading Period or Teacher. A secondary selection box will populate and the user can make selections to set up the load process for the Grade, Class Period, Semester, and Day of Week'''.
  
 
==Menu Location==
 
==Menu Location==
  
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[[File:nanhomeadvisormenu.png]]
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'''Student > Loaders > Homeroom/Advisor/Counselor Auto Loader'''
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'''On the left navigation panel, select Student Master > Loaders > Homeroom/Advisor/Counselor Auto Loader.'''
 
  
 
==Setup Options==
 
==Setup Options==
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'''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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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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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.  
  
 
'''As of Date''' - This choice will list only those students who are actively enrolled as of the date selected in the date field.
 
'''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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'''Load By''' - User may choose '''Class/Grading Period''' or '''Teacher'''.   
 
'''Load By''' - User may choose '''Class/Grading Period''' or '''Teacher'''.   
  
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'''Next''' - Click to continue.
  
 
'''Load by Classroom/Grading Period'''
 
'''Load by Classroom/Grading Period'''
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[[File:mb702.png]]
 
[[File:mb702.png]]
  
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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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'''Grade''' - Leave the field blank if all grade levels are to be included. Otherwise, choose the desired grade.
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click in the field to the right of Grade(s) to select the desired grade level(s) to be included.
 
  
 
'''Class Period''' - A numeric value that indicated the period of the day a course is offered according to the Master Schedule Editor. To select all class periods leave the field blank or  
 
'''Class Period''' - A numeric value that indicated the period of the day a course is offered according to the Master Schedule Editor. To select all class periods leave the field blank or  
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click in the field and select the check box at the top of the list of class periods; to select one or more class periods click in the field and select the desired class period(s) from the  
 
click in the field and select the check box at the top of the list of class periods; to select one or more class periods click in the field and select the desired class period(s) from the  
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popup list.
 
popup list.
  
 
'''Semester''' -  To select all semesters leave the field blank or click in the field and select the check box at the top of the list of semesters; to select one or more semesters click in  
 
'''Semester''' -  To select all semesters leave the field blank or click in the field and select the check box at the top of the list of semesters; to select one or more semesters click in  
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the field and select the desired semester(s) from the popup list.
 
the field and select the desired semester(s) from the popup list.
  
 
'''Day of the Week''' - Choose the day of the week.
 
'''Day of the Week''' - Choose the day of the week.
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To find definitions for standard setup values, follow this link: '''<span style="background:yellow">[[Standard Setup Options]]</span>'''.
 
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'''NOTE--The iGear is available to view details of a student's absences.'''
 
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'''Back''' - Click to go back to the previous screen.
 
'''Back''' - Click to go back to the previous screen.
  
 
'''OK''' - Click to continue.
 
'''OK''' - Click to continue.
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'''Load by Teacher'''
 
'''Load by Teacher'''
  
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==Main==
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[[File:mb704.png]]
  
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[[File:mb703.png]]
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'''NOTE''' - This will bring up an Updating Student Mast Records dialog box. This action will '''IRREVERSIBLY OVERWRITE the Counselor values in ALL qualifying '''STUDENT MASTER RECORDS. A
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question is asked, Do you wish to continue? The answer '''yes''' will start the program. The answer '''no''' will return to the '''Load By Teacher selection box so the user may make changes
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and then run the report.
  
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===Column Headers===
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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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'''District''' - Default value is based on your security settings. You will be limited to your district only.
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'''Distribution''' - Defaults to '''Sequential'''. The user may change the loading process to '''Alternating''' by clicking in the radio button to the left of '''Alternating'''.
  
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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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'''Staff From''' - Defaults to '''Master Schedule'''. The user may change the loading process to '''Human Resources''' by clicking in the radio button to the left of '''Human Resources'''.
  
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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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'''Teacher''' - Name of teacher.
  
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all schools in your district.
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'''Id''' - Teacher staff identification.
  
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'''Student Name''' - Student's full name
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'''E''' - Ethnicity of teacher.
  
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'''SIDNO''' - Student's identification number
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'''Gender''' - Gender teacher.
  
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'''Grade''' - Student's grade of enrollment
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'''LD''' - Load student count.
  
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'''Homeroom''' - Student's homeroom teacher's name
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'''Sch''' - Contracted School(s).
  
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'''Homeroom ID''' - Student's homeroom teacher's identification number
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'''OBJ''' - Contracted Object Codes.
  
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'''Counselor''' - If the user selects to load by Counselor, the column header Counselor will be added in place of Homeroom.
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'''RECORD''' - Record Number.
  
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'''Advisor''' - If the user selects to load by Advisor, the column header Advisor will be added in place of Homeroom.
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'''Back''' - Click to go back to the previous screen.
  
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'''Teacher''' - When the user selects to '''Load By Teacher''' and then clicks next, a '''Load By Teacher''' box will appear.
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'''OK''' - Click to continue.
  
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===Load by Teacher Selection Box===
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To find definitions for standard setup values, follow this link: [[Standard Setup Options]].
  
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'''OK''' - This will bring up an Updating Student Mast Records dialog box. This action will '''IRREVERSIBLY OVERWRITE the Counselor values in ALL qualifying '''STUDENT MASTER RECORDS. A
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==Main==
  
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question is asked, Do you wish to continue? The answer '''yes''' will start the program. The answer '''no''' will return to the '''Load By Teacher selection box so the user may make changes
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[[File:mb703b.png]]
  
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and then run the report.
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===Column Headers===
  
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[[File:load by teacher.png]]
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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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===Column Headers===
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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''' - The cell defaults to blank- This will select all grades- If the user needs to make a grade selection, click in the cell and a '''Grade Selection''' box will populate. Make the
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'''Student Name''' - Student's full name
  
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grade selection by click in the box to the left of the grade.
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'''SIDNO''' - Student's identification number
  
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'''Distribution''' - Defaults to '''Sequential'''. The user may change the loading process to '''Alternating''' by clicking in the radio button to the left of '''Alternating'''.
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'''Grade''' - Student's grade of enrollment
  
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'''Staff From''' - Defaults to '''Master Schedule'''. The user may change the loading process to '''Human Resources''' by clicking in the radio button to the left of '''Human Resources'''.
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'''Homeroom''' - Student's homeroom teacher's name
  
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'''Teacher''' - Name of teacher.
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'''Homeroom ID''' - Student's homeroom teacher's identification number
  
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'''Id''' - Teacher staff identification.
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'''Counselor''' - If the user selects to load by Counselor, the column header Counselor will be added in place of Homeroom. If Advisor is selected then the column header Advisor will be added in place of Homeroom.
  
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'''E''' - Ethnicity of teacher.
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[[File:homeadvcounsmain.png]]
  
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'''Gender''' - Gender teacher.
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'''Advisor''' - If the user selects to load by Advisor, the column header Advisor will be added in place of Homeroom.
  
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'''LD''' - Load student count.
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'''Advisor ID''' - If advisor is selected in the setup box, this will display the staff ID of the advisor.
  
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'''Sch''' - Contracted School(s).
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'''Counselor ID''' - If counselor is selected in the setup box, this will display the staff ID of the counselor.
  
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'''OBJ''' - Contracted Object Codes.
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'''Teacher''' - When the user selects to '''Load By Teacher''' and then clicks next, a '''Load By Teacher''' box will appear.
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'''RECORD''' - Record Number.
 
  
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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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[[File:sch9.png]]
 
[[File:sch9.png]]
  
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'''Setup''' - This allows you to change the values on the setup box without exiting the program.
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'''Setup''' - Click to go back to the Setup box.
  
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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.
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'''Help''' - Click to view written instructions and/or videos.
  
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'''Help''' - This button links to the JCampus video and written instructions.
 
  
  

Latest revision as of 15:06, 18 July 2023

This program is an automatic loader for homerooms, advisors, and/or counselors. The first set up box will provide the user a way to make choices based on Class/Grading Period or Teacher. A secondary selection box will populate and the user can make selections to set up the load process for the Grade, Class Period, Semester, and Day of Week.

Menu Location

Student > Loaders > Homeroom/Advisor/Counselor Auto Loader

Setup Options

Mb701.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.

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

Print break on Staff - This selection defaults to blank (not to Print Break on Staff). If the user needs the report to Print Break on each Staff, place a check in the box.

Load - User may choose Homeroom, Counselor or Advisor.

Load By - User may choose Class/Grading Period or Teacher.

Next - Click to continue.

Load by Classroom/Grading Period

Mb702.png

Grade - Leave the field blank if all grade levels are to be included. Otherwise, choose the desired grade.

Class Period - A numeric value that indicated the period of the day a course is offered according to the Master Schedule Editor. To select all class periods leave the field blank or click in the field and select the check box at the top of the list of class periods; to select one or more class periods click in the field and select the desired class period(s) from the popup list.

Semester - To select all semesters leave the field blank or click in the field and select the check box at the top of the list of semesters; to select one or more semesters click in the field and select the desired semester(s) from the popup list.

Day of the Week - Choose the day of the week.

Back - Click to go back to the previous screen.

OK - Click to continue.

Load by Teacher

Mb704.png

NOTE - This will bring up an Updating Student Mast Records dialog box. This action will IRREVERSIBLY OVERWRITE the Counselor values in ALL qualifying STUDENT MASTER RECORDS. A question is asked, Do you wish to continue? The answer yes will start the program. The answer no will return to the Load By Teacher selection box so the user may make changes and then run the report.

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

Distribution - Defaults to Sequential. The user may change the loading process to Alternating by clicking in the radio button to the left of Alternating.

Staff From - Defaults to Master Schedule. The user may change the loading process to Human Resources by clicking in the radio button to the left of Human Resources.

Teacher - Name of teacher.

Id - Teacher staff identification.

E - Ethnicity of teacher.

Gender - Gender teacher.

LD - Load student count.

Sch - Contracted School(s).

OBJ - Contracted Object Codes.

RECORD - Record Number.

Back - Click to go back to the previous screen.

OK - Click to continue.

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

Main

Mb703b.png

Column Headers

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 Name - Student's full name

SIDNO - Student's identification number

Grade - Student's grade of enrollment

Homeroom - Student's homeroom teacher's name

Homeroom ID - Student's homeroom teacher's identification number

Counselor - If the user selects to load by Counselor, the column header Counselor will be added in place of Homeroom. If Advisor is selected then the column header Advisor will be added in place of Homeroom.

Homeadvcounsmain.png

Advisor - If the user selects to load by Advisor, the column header Advisor will be added in place of Homeroom.

Advisor ID - If advisor is selected in the setup box, this will display the staff ID of the advisor.

Counselor ID - If counselor is selected in the setup box, this will display the staff ID of the counselor.

Teacher - When the user selects to Load By Teacher and then clicks next, a Load By Teacher box will appear.

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

Bottom

Sch9.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.


Student Master Main Page

JCampus Main Page

Retrieved from EDgear Wiki