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products:admin:school_activities [2017/01/19 20:53] 107.11.38.244 ↷ Links adapted because of a move operation |
products:admin:school_activities [2019/10/10 17:57] (current) max |
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| - | ===== Sports Activities and Clubs ===== | + | {{tag>admin portal}} |
| + | ===== School Activities (Remodeled & Revitalized, May 2019) ===== | ||
| - | //Please remember these important facts when working in the SIS. | + | This feature can be used to easily track custom activities (programs, sports, clubs, events, field trips, enrichment activities, after-school programs, labs, etc.) in your school without the need for a Special Enrollment. The possibilities are endless! You have the ability to manage your enrollments, forms, and rosters. With visibility in the Student/Parent Portal to view Activities, Print forms & Schedules, and sign up for Activities. Reports available. |
| - | 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.// | + | |
| - | ==== Overview: Create custom Sports Activities and Clubs for students in the SIS ==== | + | ---- |
| - | == Allow Sports/Club Tab == | + | ==== Step 1: Manage & Create Activity Types ==== |
| + | * How do I access this feature? | ||
| + | * Click Admin > Portal Management > School Activities | ||
| + | * Click on **Manage Activity Types** | ||
| + | * By default you will see the Activity Type: Clubs, Events, Sports \\ {{ :products:admin:school_activities1.png?nolink&700 |}} \\ | ||
| + | * Click on **Create New Type** and enter relevant information & SAVE | ||
| + | * You do have the ability to associate forms to Activity Type, if needed. You will also have visibility of any Associated Activities \\ {{ :products:admin:school_activities2.png?nolink&700 |}} \\ | ||
| - | - From the Student Dashboard click on the page element link OPTIONS on the bottom right corner of the screen | + | ==== Step 2: Manage Forms ==== |
| - | - Click on the blue TAB-Page Policies | + | * If you have forms that students will need to complete to participate in a specific activity you have the option to upload needed forms. |
| - | - Scroll Down to the section- Student Tabs and uncheck the Sports/Club checkbox. (The default it checked as hidden) \\ {{plsis:sportsactivitiesclubs1.png?700&nolink|}} \\ | + | * Click **Manage Forms** |
| - | - Set Preferences | + | * Click **Create New Form** > Upload > browse and search form on computer > associate with the School Year > SAVE \\ {{ :products:admin:school_activities3.png?nolink&400 |}} \\ |
| + | * On the main page you can **Click to preview** the form currently uploaded \\ {{ :products:admin:school_activities4.png?nolink&700 |}} \\ | ||
| + | ==== Step 3: Manage & Create Activities ==== | ||
| + | * Make sure to click on the **Manage Activities** button to return to the main page | ||
| + | * This is an overview page of ALL activities that you have available | ||
| + | * Filters are available and all columns are sortable \\ {{ :products:admin:school_activities5.png?nolink&700 |}} \\ | ||
| + | * To create a new activity, click on the **Create New Activity** button | ||
| + | * Enter in the relevant information. Required fields noted with red asterisk: | ||
| + | * Name | ||
| + | * Start | ||
| + | * Status | ||
| + | * Primary Advisor | ||
| + | * Type | ||
| + | * School year - make sure to associate with correct year | ||
| + | * **Description & Meeting Days/Times** | ||
| + | * Not required, but this info will be visible in the Portal and used on the printed schedules | ||
| + | * **Attach Form** (permission slips, contract, etc.) to specific activity by clicking directly on one of the Available Forms | ||
| + | * **Enroll Students** in mass by clicking on **Mass Enroll** or **Quick Add** by entering their last name or id. | ||
| + | * See **Step 4: Managing Enrollments** for enrollment options | ||
| + | * You are not required to enroll students in the Activity at the time of Activity creation | ||
| + | * **Save Activity** - the new Activity status will be in **DRAFT** format by default unless you choose to **PUBLISH** | ||
| + | * Published activities are visible to Students and Parents in the Portal and available on the School Activity tab in the Student Registration area. \\ {{ :products:admin:school_activities6.png?nolink&700 |}} \\ | ||
| + | * **Mass Copy Option** | ||
| + | * At the end of the school year, you have the option to copy over the School Activities, Activity Types, and Forms from school year to school year. | ||
| + | * Select what you would like to copy and option to edit various fields for the upcoming school year.\\ {{ :products:admin:school_activities7.png?nolink&700 |}} \\ | ||
| + | ==== Step 4: Managing Enrollments ==== | ||
| + | There are a couple of options to enroll/manage students in School Activities | ||
| + | === Option 1: Mass Enroll - Activity Student Roster === | ||
| + | * Click on the specific name of the activity \\ {{ :products:admin:school_activities8.png?nolink&500 |}} | ||
| + | * Navigate to the Student Roster \\ {{ :products:admin:school_activities9.png?nolink&300 |}} \\ | ||
| + | * Click Mass Enroll > Sort List as needed > Check next to student needed > Click Register Students \\ {{ :products:admin:school_activities10.png?nolink&700 |}} \\ | ||
| + | * When the student(s) are registered, their Status will show as red, indicating they have missing form(s). \\ {{ :products:admin:school_activities11.png?nolink&500 |}} \\ | ||
| + | * When you click on the student name you will see details regarding the Student. You can: | ||
| + | * Click the **Red** form if the form has been completed, which will update the Status of the student to **Green**. | ||
| + | * Enter a Comment (will reflect in School Activity tab) | ||
| + | * Enter a Finish date when relevant | ||
| - | == Set up Admin>> Website Management>>Sports Activities & Clubs == | + | === Option 2: Quick Add (single student) - Activity Student Roster === |
| + | * Click on the specific name of the activity | ||
| + | * Navigate to the Student Roster \\ {{ :products:admin:school_activities12.png?nolink&300 |}} \\ | ||
| + | * Enter Student Name or type in the Student ID and click Add | ||
| - | {{plsis:sportsactivitiesclubs2.png?700&nolink|}} | + | === Option 3: School Activities Tab - Student Dashboard === |
| + | * Click **School Activities** tab | ||
| + | * From the drop down, Select the Activity you want to enroll student in. \\ {{ :products:admin:school_activities13.png?nolink&600 |}} \\ | ||
| + | * Information about the activity will display > Click **Register Student** | ||
| + | * You have the option to **Add Comment** at this time \\ {{ :products:admin:school_activities14.png?nolink&700 |}} \\ | ||
| + | * When the student(s) are registered, their Status will show Red, indicating they have missing form(s) \\ {{ :products:admin:school_activities15.png?nolink&700 |}} \\ | ||
| + | * When you click on the Activity name, you will see details regarding the Student enrollment in activity. You can | ||
| + | * Click the **Red** form if the form has been submitted, which will update the Status of forms to **Green**. | ||
| + | * Student activity will no longer be backed in Red | ||
| + | * Enter a Finish Date if needed | ||
| + | * There is also the option to Print the schedule from this area | ||
| - | - Click on green plus to Add new activity or club | + | ==== School Activities in the Portal ==== |
| - | - Enter Activity/Club name | + | |
| - | - Check if club is active box | + | |
| - | - Check if club is open | + | |
| - | - Choose Head coach | + | |
| - | - Choose Assistant Coach- if you do not need to set an assistance coach- you must choose ‘NONE’ from the drop-down \\ {{plsis:sportsactivitiesclubs3.png?700&nolink|}} \\ | + | |
| - | - Enter date the club should go inactive or leave blank | + | |
| - | - Enter max number of students allowed. This represents the total number of seats available for enrollment. Once the enrollment max is reached, the activity/club will not display as a selection in the Student Sports/Club tab | + | |
| - | - SAVE \\ The activity/clubs ‘Open’ and ‘Active’ sections will display pink when not open and green when they are | + | |
| - | - Choose Roster to view enrollments in Sport/ Club | + | |
| - | ==== Add New Form ==== | + | === View of Enrolled Activities === |
| + | * There is an option to show School Activities that student(s) are enrolled in the Portal | ||
| + | * If student is missing a form, the title of the Activity will be shown in **red** | ||
| + | * Link will be available to download the **missing form** | ||
| + | * **Link to Print Weekly Schedule** - based on the Meeting Days \\ {{ :products:admin:school_activities16.png?nolink&700 |}} \\ | ||
| - | - Click on green plus Add new form\\ **NOTE: You must have at least one form attached to a sport/club or the club will not display on the student tab.** \\ {{plsis:sportsactivitiesclubs4.png?700&nolink|}} \\ | + | === How does Student request registration in School Activity through the Portal? === |
| - | - Browse and choose file to be uploaded | + | * There is a page policy that allows this feature |
| - | - Upload Form | + | * If this is selected, Students will see all Published and active School Activities and be able to submit a registration request which the Activity Staff can evaluate. \\ {{ :products:admin:school_activities17.png?nolink&500 |}} \\ |
| + | * Click **Sign up for an Activity** takes family to a page to search through available activities and then click **Sign up!** | ||
| + | * Request will be **Submitted** \\ {{ :products:admin:school_activities18.png?nolink&500 |}} \\ | ||
| + | * To process **Registration Request** | ||
| + | * Via School Activities Tab | ||
| + | * Request will show Yellow - **Student Requested** | ||
| + | * Process request - Click on Activity to **Accept** or **Decline** | ||
| + | * Under the comment area it will not this was a Student Requested Activity \\ {{ :products:admin:school_activities19.png?nolink&700 |}} \\ | ||
| + | * Via Activity Roster - Overall management area | ||
| + | * You can filter the overall Admin page for "Show only pending Student Requests" for Activities | ||
| + | * Click on the Activity and navigate to Student Roster \\ {{ :products:admin:school_activities20.png?nolink&700 |}} \\ | ||
| + | * Request will show with Yellow status | ||
| + | * Process request - click on Activity to **Accept** or **Decline** | ||
| + | * Under the comment area t will not this was a Student Requested Activity \\ {{ :products:admin:school_activities21.png?nolink&500 |}} | ||
| - | ==== Reports ==== | + | ==== School Activities Panel - Staff & Student Dashboard ==== |
| - | === Full Student Report === | + | |
| - | * View button- displays all activity/club student enrollments and status | + | |
| - | * Download-export as .csv and print | + | |
| - | === Student Enrollment into Sports/Clubs tab === | + | === Student Dashboard=== |
| + | * Currently enrolled activities | ||
| + | * Show all - previous school years | ||
| + | * Magnifying Glass- link to School Activities tab for specific student \\ {{ :products:admin:school_activities22.png?nolink&700 |}} \\ | ||
| - | - From Student Dashboard- click on the Sports/Clubs tab | + | === Staff Dashboard=== |
| - | - Select club drop-down list \\ Note: if a club does not display in the drop-down, it either is not active or not open | + | * Current activities Staff Member is Advisor |
| - | - When the club has been selected, the coach and forms information attached to that club will be displayed | + | * It will note with red icon that Activity Requires Attention \\ {{ :products:admin:school_activities23.png?nolink&700 |}} \\ |
| - | - If the form has been turned in click ‘Yes’ OR you can download the form(s) and give to student/parent for review and signatures. | + | |
| - | - The status section displays the club the student is enrolled in and the status of the paperwork | + | |
| - | - Green= all forms have been turned in (form check ‘Yes’) | + | |
| - | - Red= forms are missing | + | |
| - | - Reports: Admin>>Settings>>Sports Activities & Clubs | + | |
| - | --- //Last Updated by [[max@schoolpathways.com|Max Williams]] on 2016/03/15 22:26// | + | ==== School Activities Report ==== |
| + | * **Reports > Students > School Activities Report ** | ||
| + | * Various filter options \\ {{ :products:admin:school_activities24.png?nolink&600 |}} \\ | ||
| + | * **Teachers > School Activities Report** | ||
| + | * Ability to view Activities for their students and/or Activities for which they are in charge or manage | ||
| + | |||
| + | --- //Last Updated by [[max@schoolpathways.com|Max Williams]] on 2019/10/10// | ||