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.

• 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
    
    
• 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
    
    

• 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 Create New Form > Upload > browse and search form on computer > associate with the School Year > SAVE
  
  
• On the main page you can Click to preview the form currently uploaded
  
  

• 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
    
    
• 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.
      
      
  • 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.
      
      

There are a couple of options to enroll/manage students in School Activities

• Click on the specific name of the activity
  
• Navigate to the Student Roster
  
  
• Click Mass Enroll > Sort List as needed > Check next to student needed > Click Register Students
  
  
• When the student(s) are registered, their Status will show as red, indicating they have missing form(s).
  
  
• 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

• Click on the specific name of the activity
• Navigate to the Student Roster
  
  
• Enter Student Name or type in the Student ID and click Add

• Click School Activities tab
• From the drop down, Select the Activity you want to enroll student in.
  
  
• Information about the activity will display > Click Register Student
  • You have the option to Add Comment at this time
    
    
• When the student(s) are registered, their Status will show Red, indicating they have missing form(s)
  
  
• 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

• 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
  
  

• 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.
    
    
  • 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
      
      
  • 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
        
        
    • 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
        
        
      • 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
        

• Currently enrolled activities
• Show all - previous school years
• Magnifying Glass- link to School Activities tab for specific student
  
  

• Current activities Staff Member is Advisor
• It will note with red icon that Activity Requires Attention
  
  

• Reports > Students > School Activities Report
  • Various filter options
    
    
• 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 Williams on 2019/10/10