Counselor Loader

Video How-to

Counselor Loader video

1. Select Loaders under the Student Master program area on the left of the screen.
2. Select Counselor Loader.
3. If you need instructions for setup values to be used, follow the link for Standard Setup Options.
4. Click Ok to move to the next screen.
5. The students will be listed on the left side of the screen with counselors listed on the right.

Assign individual students or a small group of students to a Counselor using the following steps.

1. Click in the blank counselor field beside the name(s) of the student(s) that need the same counselor.
2. An asterisk (*) will appear in the field.
3. After selecting the students that need the same counselor, click the name on the right side of the screen.
4. A message will appear indicating that rows have been updated.
5. Click Ok.

Assign all students (i.e.--all 9th grade students) to a Counselor using the following steps.

1. Click the check box at the top of the Counselor column.
2. An asterisk (*) will appear in the all cells in this column.
3. Click the Counselor on the right side of the screen.
4. All asterisks will be changed to the selected Counselor.
5. A message will appear indicating that rows have been updated.
6. Click Ok.

To edit an existing counselor

1. Complete the Setup Box options.
2. Scroll through the list of students to find the student(s) whose counselor assignment needs to be changed.
3. Click the counselor field beside the student name(s) that have the incorrect counselor name. An asterisk (*) will appear. NOTE All students selected must be changing to the same counselor
   • Select the correct counselor's name on the right side of the screen.
4. The counselor name will be replaced and a message will appear indicating that rows have been updated.
5. Click Ok.

Print

1. To print this report 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.
2. 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.