Overview

Adding a Case to a Roster

Marking Attendance

Viewing Survey Sessions and PFRs within a Roster

Removing Cases from the Roster

Overview

Once availability has been added to the Classes Calendar, you can add a case to the roster of an open availability. You can also create a new single availability just prior to adding the case to the roster as well. Once that case has been added to a roster, you can then mark their attendance to the class.


Adding a Case to a Roster

There are two main routes to add a case to the roster; from the Case's Classes Tab or from the Classes Calendar Page. If you're only adding a single case to a roster or working with classes with single capacity, then going the Case Classes Tab route is recommended. If you will be adding/removing multiple cases to a roster of a group capacity class, then working from the Classes Calendar Page would work best.  However, either route will get the job done. 


Adding a Case via the Case's Classes Tab

  1. Click on Cases in the left hand navigation menu and click anywhere in the row of the case you would like to add into a roster. This opens the Case's INFO tab. 
  2. Click on the CLASSES tab. This page will list any classes that the student may already be registered into.
  3. Then click on the NEW button to open the Add to Class dialog box.
  4. Select the appropriate class type from the drop down menu and click CONTINUE.
  5. This opens the Classes Management page with only available sessions of that selected class type displayed. 
  6. Next either:
    1. Click on the existing availability that you would like to register the student into.
    2. Create a new availability by clicking on a day you'd like to add this class to (or click the plus icon in the top right corner of the screen) and create the availability as you normally would and then click SAVE. 
  7. This opens the Confirm Add to Roster window that lists out the information for this session. Click ADD to add this case to the roster.


Adding a Case via the Classes Calendar Page

  1. Click Classes in the Navigation Menu on the left to open the Classes Calendar. 
  2. Next either:
    1. Select an existing availability you would like add a case (or cases) to the roster of. This opens the availability Preview Window. Use the filters and the viewing options along the top of the calendar to aid in selecting an existing availability.
    2. Create a new availability by clicking on a day you'd like to add this class to (or click the plus icon in the top right corner of the screen) and add the availability as you normally would and then click Save. Then click on that new availability to open the Preview Window.
  3. Click the ROSTER  link beside the appropriate class type in this Preview window to quickly open the ROSTER tab of the class.
  4. Click on the + ADD TO ROSTER button to open the Select Cases window.
  5. Select click on the row of the case(s) to add to the roster. Use the search field (open by clicking the magnifying glass along the top) to aid in finding the case(s).
  6. Then click the pink SAVE button which opens the Confirm Add to Roster window. Click ADD to finalize the roster addition.


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Marking Attendance

Like with adding cases to a roster, there are two routes to mark attendance. Pick the route that works the best for you.


Marking Attendance via the Case's Classes Tab

  1. Click on Cases in the left hand navigation menu and click anywhere in the row of the case you would like to add into a roster. This opens the Case's INFO tab.  
  2. Click on the CLASSES tab. This page will list any classes that the student may already be registered into.
  3. Select the class that you would like to mark attendance in. This opens the ROSTER tab of the class you selected.
  4. Click on the checkbox at the end of the case's roster row.
  5. Select MARK AS that appears along the top.
  6. Click the appropriate Attended or Absent option. This opens the 'Confirm Attendance Update' window.
  7. Select UPDATE to confirm the attendance choice.


Marking Attendance via the Classes Calendar Page

  1. Click Classes in the Navigation Menu on the left to open the Classes Calendar and select the class you would like to mark attendance in. This opens the preview window for that class.
  2. Click the ROSTER  link beside the booked indicator of the class type to quickly open the roster of the class.
  3. Click on the checkbox at the end of the case's roster row.
  4. Select MARK AS that appears along the top.
  5. Click the appropriate Attended or Absent option. This opens the 'Confirm Attendance Update' window.
  6. Select UPDATE to confirm the attendance choice.


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Viewing Survey Sessions and PFRs within a Roster

Survey sessions and any associated Personalized Feedback Reports (PFRs) can be reviewed within the class roster for cases that have completed them. 

  1. Click Classes in the Navigation Menu on the left to open the Classes Calendar and select the class you would like to view survey sessions or PFRs in. This opens the preview window for that class.
  2. Click the ROSTER link beside the booked indicator of the class type to quickly open the roster of the class.
  3. Click on the clipboard icon in the row of the case you would like to review. This opens the Case Survey Sessions window for that case. 
  4. To view their survey session responses, click anywhere in the row of the session and click VIEW RESPONSES.
  5. To view the PFR(s) associated with their survey session(s) click the blue Reports icon and select the PFR you would like to review.


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Removing Cases from the Roster

Like with adding cases to a roster, there are two routes to remove a case(s) from a roster. Pick the route that works the best for you.

Note: Once you remove a case from a roster, that roster opening will now be available for other students to register themselves into or to be registered into by Staff. If an availability should not be available for anyone to register into, we recommend cancelling the class. This can be done on the INFO tab of the availability.


Case Removal via the Case's Classes Tab

  1. Click on Cases in the left hand navigation menu and click anywhere in the row of the case you would like to remove from a roster. This opens the Case's INFO tab.  
  2. Click on the CLASSES tab. This page will list any classes that the student may already be registered into.
  3. Select the class that you would like to remove the case from the roster of. This opens the ROSTER tab of the class you selected.
  4. Click on the checkbox at the end of roster row of the case(s) you would like to remove. 
  5. Select REMOVE that appears along the top which opens the Confirm Remove from Roster window.
  6. Select REMOVE to confirm the removal.


Case Removal via the Classes Calendar Page

  1. Click Classes in the Navigation Menu on the left to open the Classes Calendar and select the class you would like to remove a case(s) from. This opens the preview window for that class.
  2. Click the ROSTER  link beside the booked indicator of the class type to quickly open the roster of the class.
  3. Click on the checkbox at the end of roster row of the case(s) you would like to remove.
  4. Select the Trashcan icon that appears along the top which opens the Confirm Remove from Roster window.
  5. Select REMOVE to confirm the removal.


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