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

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'''This program is an automatic loader for homerooms, Advisors, and/or Counselors. 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, and 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 allow the user to makes choices based on 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, and Day of Week'''.
  
 
==Menu Location==
 
==Menu Location==

Revision as of 07:14, 10 April 2019

This program is an automatic loader for homerooms, Advisors, and/or Counselors. The first set up box will allow the user to makes choices based on 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, and Day of Week.

Menu Location

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On the left navigation panel, select Student Master > Loaders > Homeroom/Advisor/Counselor Auto Loader.

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.

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

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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

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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 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

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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.

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

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

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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.



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