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plsis:transcriptimportreportcardinformation [2016/03/28 17:05] max formatting; screenshots |
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| + | {{tag>admin admin_essential transcripts report_cards}} | ||
| ===== Transcripts-Importing Report Card Information ===== | ===== Transcripts-Importing Report Card Information ===== | ||
| - | |||
| - | //Please remember these important facts when working in the SIS. \\ | ||
| - | The SIS currently enables two menu styles, Classic and Modern. These Manuals are constructed with the Modern Menu in mind. If using Classic, the locations of certain procedures may vary. // | ||
| ==== Importing Report Cards from ReportWriter ==== | ==== Importing Report Cards from ReportWriter ==== | ||
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| - Re-finalize report card and SAVE once more | - Re-finalize report card and SAVE once more | ||
| - | This new report card will overwrite the old finalized report card. Whenever changes are made to a finalized report card, this procedure of re finalizing must be done to show any changes made. | + | This new report card will overwrite the old finalized report card. Whenever changes are made to a finalized report card, this procedure of re-finalizing must be done to show any changes made. |
| \\ | \\ | ||
| If a report card has been imported by the registrar and but the teacher made changes following that import, a notation will show in the Import area that shows as Re-Import. All information is color coded in the system with a key to show definitions | If a report card has been imported by the registrar and but the teacher made changes following that import, a notation will show in the Import area that shows as Re-Import. All information is color coded in the system with a key to show definitions | ||
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| === To import a report card: === | === To import a report card: === | ||
| * Step 1. Go to Admin>>Transcripts>>Import Finalized report cards | * Step 1. Go to Admin>>Transcripts>>Import Finalized report cards | ||
| - | * Step 2. Choose Import, Skip, or Reject and Click SAVE \\ {{:spsis:transcriptimportreportcardinformation1.png?nolink&700|}} | + | * Step 2. Choose Import, Skip, or Reject and Click SAVE \\ {{plsis:transcriptimportreportcardinformation1.png?nolink&700|}} |
| * If choosing Import, the students report card will be imported and the student’s name will disappear from the transcript import list (unless “all entries” box is checked) Click SAVE always after making changes | * If choosing Import, the students report card will be imported and the student’s name will disappear from the transcript import list (unless “all entries” box is checked) Click SAVE always after making changes | ||
| * If you see a report card at Import that is not correct, you can fix it. Although keep in mind the teachers report card will not be correct until re-finalized | * If you see a report card at Import that is not correct, you can fix it. Although keep in mind the teachers report card will not be correct until re-finalized | ||
| * Skip allows you to work on the import at a later time and returns you to the import list. Click SAVE | * Skip allows you to work on the import at a later time and returns you to the import list. Click SAVE | ||
| - | * You can also skip a report card that has been re-finalized by a teacher that already matches on you’ve imported and fixed manually | + | * You can also skip a report card that has been re-finalized by a teacher that already matches one you’ve imported and fixed manually |
| * Reject allows you to create a message to send to the teacher in ReportWriter. This will let the teacher know that something is wrong with the report cards and needs to be adjusted in ReportWriter and re-finalized. Click SAVE | * Reject allows you to create a message to send to the teacher in ReportWriter. This will let the teacher know that something is wrong with the report cards and needs to be adjusted in ReportWriter and re-finalized. Click SAVE | ||
| - | If you see the dark yellow **re-import** status, you know the teacher has changed the report card in ReportWriter and the report card is ready to reimport. It will overwrite the other copy you imported previously. | + | If you see the yellow **re-import** status, you know the teacher has changed the report card in ReportWriter and the report card is ready to reimport. It will overwrite the other copy you imported previously. |
| \\ | \\ | ||
| If there are problems with importing a report card because of something the teacher needs to fix in ReportWriter, you will get an error message after clicking on Import and SAVE. The report card will be rejected and a message will be sent to the teacher in ReportWriter to contact administration because the report card was rejected for import. | If there are problems with importing a report card because of something the teacher needs to fix in ReportWriter, you will get an error message after clicking on Import and SAVE. The report card will be rejected and a message will be sent to the teacher in ReportWriter to contact administration because the report card was rejected for import. | ||
| \\ | \\ | ||
| - | If you want to see all students in the school and what processes you’ve already performed, click on the “All Entries” box at the top of the screen and click on **Show List**. \\ {{:spsis:transcriptimportreportcardinformation2.png?nolink&700|}} \\ | + | If you want to see all students in the school and what processes you’ve already performed, click on the “All Entries” box at the top of the screen and click on **Show List**. \\ {{plsis:transcriptimportreportcardinformation2.png?nolink&700|}} \\ |
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| * Step 1. Choose students to mass import. Do this by clicking on the Select All checkbox | * Step 1. Choose students to mass import. Do this by clicking on the Select All checkbox | ||
| * Step 2. Click the Mass Import button | * Step 2. Click the Mass Import button | ||
| - | * Step 3. Click the SAVE button on the bottom right of the next page to import all records \\ {{:spsis:transcriptimportreportcardinformation3.png?nolink&700|}} \\ | + | * Step 3. Click the SAVE button on the bottom right of the next page to import all records \\ {{plsis:transcriptimportreportcardinformation3.png?nolink&700|}} \\ |
| **//Learning Center Report Cards can also be imported individually through the student’s dashboard/transcript page//** | **//Learning Center Report Cards can also be imported individually through the student’s dashboard/transcript page//** | ||