Differences
This shows you the differences between two versions of the page.
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products:admin:school_activities [2019/10/10 17:20] max |
products:admin:school_activities [2019/10/10 17:57] (current) max |
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| * Click Admin > Portal Management > School Activities | * Click Admin > Portal Management > School Activities | ||
| * Click on **Manage Activity Types** | * Click on **Manage Activity Types** | ||
| - | * By default you will see the Activity Type: Clubs, Events, Sports | + | * 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 | * 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 | + | * 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 |}} \\ |
| ==== Step 2: Manage Forms ==== | ==== Step 2: Manage Forms ==== | ||
| * If you have forms that students will need to complete to participate in a specific activity you have the option to upload needed forms. | * If you have forms that students will need to complete to participate in a specific activity you have the option to upload needed forms. | ||
| * Click **Manage Forms** | * Click **Manage Forms** | ||
| - | * Click **Create New Form** > Upload > browse and search form on computer > associate with the School Year > SAVE | + | * 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 | + | * 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 ==== | ==== Step 3: Manage & Create Activities ==== | ||
| * Make sure to click on the **Manage Activities** button to return to the main page | * 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 | * This is an overview page of ALL activities that you have available | ||
| - | * Filters are available and all columns are sortable | + | * 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 | * To create a new activity, click on the **Create New Activity** button | ||
| * Enter in the relevant information. Required fields noted with red asterisk: | * Enter in the relevant information. Required fields noted with red asterisk: | ||
| Line 39: | Line 39: | ||
| * You are not required to enroll students in the Activity at the time of Activity creation | * 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** | * **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. | + | * 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** | * **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. | * 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. | + | * 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 ==== | ==== Step 4: Managing Enrollments ==== | ||
| Line 48: | Line 48: | ||
| === Option 1: Mass Enroll - Activity Student Roster === | === Option 1: Mass Enroll - Activity Student Roster === | ||
| - | * Click on the specific name of the activity | + | * Click on the specific name of the activity \\ {{ :products:admin:school_activities8.png?nolink&500 |}} |
| - | * Navigate to the Student Roster | + | * 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 | + | * 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). | + | * 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: | * 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**. | * Click the **Red** form if the form has been completed, which will update the Status of the student to **Green**. | ||
| Line 59: | Line 59: | ||
| === Option 2: Quick Add (single student) - Activity Student Roster === | === Option 2: Quick Add (single student) - Activity Student Roster === | ||
| * Click on the specific name of the activity | * Click on the specific name of the activity | ||
| - | * Navigate to the Student Roster | + | * Navigate to the Student Roster \\ {{ :products:admin:school_activities12.png?nolink&300 |}} \\ |
| * Enter Student Name or type in the Student ID and click Add | * Enter Student Name or type in the Student ID and click Add | ||
| === Option 3: School Activities Tab - Student Dashboard === | === Option 3: School Activities Tab - Student Dashboard === | ||
| * Click **School Activities** tab | * Click **School Activities** tab | ||
| - | * From the drop down, Select the Activity you want to enroll student in. | + | * 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** | * Information about the activity will display > Click **Register Student** | ||
| - | * You have the option to **Add Comment** at this time | + | * 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) | + | * 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 | * 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**. | * Click the **Red** form if the form has been submitted, which will update the Status of forms to **Green**. | ||
| Line 80: | Line 80: | ||
| * If student is missing a form, the title of the Activity will be shown in **red** | * 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 will be available to download the **missing form** | ||
| - | * **Link to Print Weekly Schedule** - based on the Meeting Days | + | * **Link to Print Weekly Schedule** - based on the Meeting Days \\ {{ :products:admin:school_activities16.png?nolink&700 |}} \\ |
| === How does Student request registration in School Activity through the Portal? === | === How does Student request registration in School Activity through the Portal? === | ||
| * There is a page policy that allows this feature | * There is a page policy that allows this feature | ||
| - | * 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. | + | * 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!** | * 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** | + | * Request will be **Submitted** \\ {{ :products:admin:school_activities18.png?nolink&500 |}} \\ |
| * To process **Registration Request** | * To process **Registration Request** | ||
| * Via School Activities Tab | * Via School Activities Tab | ||
| * Request will show Yellow - **Student Requested** | * Request will show Yellow - **Student Requested** | ||
| * Process request - Click on Activity to **Accept** or **Decline** | * Process request - Click on Activity to **Accept** or **Decline** | ||
| - | * Under the comment area it will not this was a Student Requested Activity | + | * 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 | * Via Activity Roster - Overall management area | ||
| * You can filter the overall Admin page for "Show only pending Student Requests" for Activities | * You can filter the overall Admin page for "Show only pending Student Requests" for Activities | ||
| - | * Click on the Activity and navigate to Student Roster | + | * Click on the Activity and navigate to Student Roster \\ {{ :products:admin:school_activities20.png?nolink&700 |}} \\ |
| * Request will show with Yellow status | * Request will show with Yellow status | ||
| * Process request - click on Activity to **Accept** or **Decline** | * Process request - click on Activity to **Accept** or **Decline** | ||
| - | * Under the comment area t will not this was a Student Requested Activity | + | * Under the comment area t will not this was a Student Requested Activity \\ {{ :products:admin:school_activities21.png?nolink&500 |}} |
| ==== School Activities Panel - Staff & Student Dashboard ==== | ==== School Activities Panel - Staff & Student Dashboard ==== | ||
| Line 104: | Line 104: | ||
| * Currently enrolled activities | * Currently enrolled activities | ||
| * Show all - previous school years | * Show all - previous school years | ||
| - | * Magnifying Glass- link to School Activities tab for specific student | + | * Magnifying Glass- link to School Activities tab for specific student \\ {{ :products:admin:school_activities22.png?nolink&700 |}} \\ |
| === Staff Dashboard=== | === Staff Dashboard=== | ||
| * Current activities Staff Member is Advisor | * Current activities Staff Member is Advisor | ||
| - | * It will note with red icon that Activity Requires Attention | + | * It will note with red icon that Activity Requires Attention \\ {{ :products:admin:school_activities23.png?nolink&700 |}} \\ |
| ==== School Activities Report ==== | ==== School Activities Report ==== | ||
| * **Reports > Students > School Activities Report ** | * **Reports > Students > School Activities Report ** | ||
| - | * Various filter options | + | * Various filter options \\ {{ :products:admin:school_activities24.png?nolink&600 |}} \\ |
| * **Teachers > School Activities Report** | * **Teachers > School Activities Report** | ||
| * Ability to view Activities for their students and/or Activities for which they are in charge or manage | * 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// | --- //Last Updated by [[max@schoolpathways.com|Max Williams]] on 2019/10/10// | ||