InformationNOW Lockers

Transcription

1 InfrmatinNOW Lckers Abut this Guide This Quick Reference Guide prvides an verview f lckers in InfrmatinNOW. Lckers Setup 1. G t Schl/District Setup. Lcatins 2. Select Schl Lcatins frm the lkup drp-list. 3. Click Refresh. 4. A list f existing Schl Lcatins will display. T add a new lcatin, click Add. 5. The schl will autmatically display. Enter a name (ex. Senir Hall r Flr 2). 6. The descriptin is ptinal. 7. Leave Active checked if this is a lcatin which is currently in use. Uncheck Active is this lcatin is n lnger current. 8. Click Create. 9. Cntinue adding Schl Lcatins r click Cancel when finished. Quick Reference Guide Chalkable_ InfrmatinNOW Lckers 1

2 Creating Lcker Recrds Lckers 1. G t Schl/District Lckers. 2. The existing lckers will display: T filter t a specific lcatin, select the lcatin frm the drp list and click Refresh. T view nly active lckers, check the Active Only bx and click Refresh. T view nly assigned lckers, check the Assigned Only bx and click Refresh. 3. T add new lckers, click Add. 4. Enter a starting and ending value t establish the range f lcker numbers t be used. 5. Click the Lcatin drp-list and select the lcatin fr these lckers. 6. Click Create. 7. Cntinue adding lcker ranges/lcatins. Click Cancel when finished. 8. The list f lckers will display. Cmbinatins 1. Once lckers are created, cmbinatins may be assigned. G t Schl/District Lckers. 2. T view a lcker, click the lcker number that appears as a blue link r place a check next t the lcker number and click View. 3. Click the Cmbinatins tab. 4. Click Add. 5. Enter the cmbinatin fr this index and click Create. Cntinue adding all cmbinatins fr this lcker. 6. When finished, click Clse. Quick Reference Guide Chalkable_ InfrmatinNOW Lckers 2

3 System Index If multiple indexes f lcker cmbinatins have been entered, users may specify which index is t be used fr the current schl year. Fr example, if lckers have been set up each with six cmbinatins and fr the current schl year the 4 th index is t be used, the system index must be set t 4 s that as lckers are assigned t students they will be assigned the crrect cmbinatin fr this schl year and index. T set the index fr the schl year, perfrm the fllwing steps: 1. G t Schl/District Lckers. 2. Select the System Index tab. 3. Select the index f cmbinatins t be used fr this schl year. 4. Click OK. Assigning Lckers t Students By Grup T assign lckers t students, perfrm the fllwing steps: 1. G t Schl/District Lckers. 2. Click the Lcker Assignment tab. The steps t assign are: Enter criteria t build a list f students. Select frm the resulting list all r a subset f students t add t lckers. Quick Reference Guide Chalkable_ InfrmatinNOW Lckers 3

4 Enter criteria t build a list f lckers. Click the Assign buttn t cmplete the prcess. Display results f the lcker assignment prcess. 3. Click Next. 4. Enter the search criteria r select the filter f students t which t assign lckers (ex. Grade 9) and click Next. 5. The results f the search will display in the windw n the left. Add students t the windw n the right that are t be assigned lckers. Use the Add, Add All, Remve and Remve All buttns t mve single students r all students in the list. 6. Click Next t prceed. Click Cancel t stp the prcess. Click Back t return t the search criteria screen. Quick Reference Guide Chalkable_ InfrmatinNOW Lckers 4

5 7. Select the Lcatin f lckers t be assigned t the students. 8. Enter the Start Number f lckers t be assigned t students r click Find. After clicking Find, select the lcatin and click Refresh. Bullet the beginning lcker number t be assigned t students. 9. Enter the End Number f lckers t be assigned t students r click Find. After clicking Find, select the lcatin and click Refresh. Bullet the ending lcker number t be assigned t students and click OK. 10. If every ther lcker number is t be assigned t students, select the Assign Every Other Lcker bx. 11. If multiple students are t be assigned t each lcker, select the Multiple Students Per Lcker bx and enter the maximum number f students t be assigned t each lcker in the Max Number field. 12. Click Assign. Lckers will be assigned t the selected students based n the ptins selected. By Student T assign a lcker t a single student, perfrm the fllwing steps: 1. G t Students Student Maintenance. 2. Search fr and select t View the student and click the Schl tab. 3. Enter the lcker number r click Find t search fr the lcker number. 4. Enter the cmbinatin. Nte: If cmbinatins were entered under Schl/District Lckers, select the index frm the list and the crrect cmbinatin fr that index will be assigned t the student. 5. If padlcks are used and this student is respnsible fr the lck, check the Student respnsible fr lck bx. This is generally used in an instance in which multiple students share ne lcker, t indicate which student is respnsible fr replacing the lck if lst. Quick Reference Guide Chalkable_ InfrmatinNOW Lckers 5

6 Clear Lckers By Grup T clear lckers fr a grup f students, perfrm the fllwing steps: 1. G t Schl/District Lckers. 2. Click the Clear Lckers tab. The steps t clear are: 3. Click Next. Enter criteria t build a list f students. Select frm the resulting list all r a subset f students t clear lcker assignment. Click the Clear buttn t cmplete the prcess. Display results f the Clear Lcker prcess. 4. Enter the search criteria r select the filter f students fr which t clear lckers (ex. Grades 9-12). Check whether r nt t shw nly students with lcker assignments. Quick Reference Guide Chalkable_ InfrmatinNOW Lckers 6

7 5. Click Next. 6. The results f the search will display in the windw n the left. Add students t the windw n the right that are t be cleared. Use the Add, Add All, Remve and Remve All buttns t mve single students r all students in the list. 7. Click Clear t prceed. Click Cancel t stp the prcess. Click Back t return t the search criteria screen. A result list will display when the prcess is cmpleted. By Student T clear a lcker fr a single student, perfrm the fllwing steps: 1. G t Students Student Maintenance. 2. Search fr and select t View the student and click the Schl tab. 3. Click the Clear link. Nte: As sn as the user clicks Clear, the infrmatin will be deleted. It is nt necessary t click OK t save the changes. Quick Reference Guide Chalkable_ InfrmatinNOW Lckers 7

8 Update Cmbinatins By Grup Use this ptin t update all f the lcker cmbinatins fr students based n a selected index. Fr example, if lckers were assigned t students using lcker cmbinatin index 3 and it has been determined that index 5 is t be used, perfrm the fllwing steps: 1. G t Schl/District Lckers. 2. Click the Update Cmbinatins tab. The steps t update are: 3. Click Next. Enter criteria t build a list f students. Select students fr updating cmbinatins. Select a new cmbinatin index. Press Update t cmplete the prcess. Display results f the Update Cmbinatins prcess. 4. Enter the search criteria r select the filter f students fr which t update cmbinatins (ex. grades 9-12). Check whether r nt t shw nly students with lcker assignments. Quick Reference Guide Chalkable_ InfrmatinNOW Lckers 8

9 5. Click Next. 6. The results f the search will display in the windw n the left. Add students t the windw n the right that are t be updated. Use the Add, Add All, Remve and Remve All buttns t mve single students r all students in the list. 7. Click Next t prceed. Click Cancel t stp the prcess. Click Back t return t the search criteria screen. 8. Select the Cmbinatin Index frm the drp list t be assigned. 9. Select Update Lckers with Index verrides currently assigned: If selected, all students including thse wh have an index assigned n their Schl tab in student maintenance will be included in the updating f cmbinatins. If nt selected, nly the students wh d nt have an index assigned n their Schl tab in student maintenance will have the cmbinatins updated with the selected index. A result list will display when the prcess is cmpleted. Quick Reference Guide Chalkable_ InfrmatinNOW Lckers 9

10 By Student T update a cmbinatin fr a student, perfrm the fllwing steps: 1. G t Students Student Maintenance. 2. Search fr and select t View the student and click the Schl tab. 3. Select a new Index Override. The cmbinatin in the field will be updated. 4. Click OK t save the changes. Print T print a list f students alng with their lckers and cmbinatins, perfrm the fllwing steps: 1. G t Utilities Query. Fr cmplete instructins regarding the query mdule, please refer t the query quick reference guide available frm the Chalkable Supprt web site. 2. Select the Student mdule. 3. If desired, select the schl/academic sessin fr which t print. 4. Enter a Reprt Title such as Lcker List. 5. Check whether r nt t include withdrawn students n the reprt. 6. Check whether r nt t include a cunt f students n the reprt. 7. Check the fields t include in the reprt (ex. FName, LName, GR (Grade Level), Lcker Cmbinatin, Lcker Number). 8. The reprt may be rdered by setting the rder criteria. T rder by grade level, check the GR bx and click n the GR blue link. Select t srt by either ascending r descending rder. T insert a break within the reprt at each new grade level, select Grup Break. Click OK t save the srt/break changes. Quick Reference Guide Chalkable_ InfrmatinNOW Lckers 10

11 9. T filter the reprt t nly students wh have a lcker assigned, check the Lcker Number field and click the Lcker Number blue link. Select the filter ptin f Nt Empty. 10. Click OK t save the filter change. 11. Select the exprt frmat (XML, HTML, TXT r CSV) and click Run. Quick Reference Guide Chalkable_ InfrmatinNOW Lckers 11