student data - basic searching and editing
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Student Data - Basic Searching and EditingTRANSCRIPT
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Genesis Student Information System User Documentation
BasicSearchingandEditing Page1
STUDENT DATA BASIC SEARCHING AND EDITING
I. Introduction to Student Data in Genesis II. Searching for Students
A. The Student Data Student List Screen B. The Student Data Address List Screen
III. Viewing and Modifying Student Records IV. Navigating Among Students Records
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I. Introduction to Student Data in Genesis
Genesisisarobuststudentinformationsystemdesignedtocaptureandstoredataonastudentsentirecareerinaschooldistrict.Dataisorganizedintotabsorscreenswhichcaptureinformationofasimilarnature.Apartiallistofthecurrentsetofstudentrecordtabsincludesthefollowing(pleasebeawarethataccesstoallofthesetabsiscontrolledbyourSecurity/Rolesmechanismandeachuserseesonlythosetabstheyhavepermissiontosee):
AthleticsInformationforcoachesastudentsparticipationonTeamsplusmedicalforms. AttendanceThestudentsattendancecalendarforthecurrentschoolyear. AwardsAwardsthestudenthaswonandwhichwillbeincludedontheirtranscript. BasicSkillsBasicskillsprogramsaswellasNJStatetestssuchasASK,GEPA,HSPA BusBusAssignments ClassAttendanceThestudentsclassattendancecalendarsfortheschoolyear. ConductCodeofconductinfractions. CurrentYearScheduleThestudentsscheduleforthecurrentschoolyear. DemographicAlldemographicinformation,allcurrentyearregistrationinformation,addresses,
familycode,custodyinformation,childcareinformation. FinesAnyfinesowedbythisstudent. GPAThestudentsGPAinformation. GradesThestudentscurrentyeargrades,academichistoryandcontrolofwhatappearson
theirtranscript. HonorRollsAnyhonorrollsinwhichthisstudenthasearnedinclusion. LettersAllletterssenttothestudentsparentsorguardians. MedicalAllmedicalinformation(healthrecord,nursevisits,medications,screenings,etc.) NextYearRequestsCourserequestsfornextyearscheduling NextYearScheduleThestudentsscheduleforthenextschoolyear(onceproduced). NJSmartAnalysisandstatusofthestudentsNJSmartrelateddata.Linkstorelevanttabs. NotesNotesscreenforguidancecounselor. PassesPassesgeneratedforthisstudent. ReportCardAPDFofthestudentscurrentreportcard(generatedwhenthetabisentered). SpecialEdAllspecialedrelateddataforthisstudent.Evaluations,Programs,Classifications. SportsEligSportseligibilitycalculationforthisstudent. StateTestsDataforStateTestPrelabels(e.g.ASK,HSPA) TrackingTrackingrecordsforthestudentsregistration,specialedandotherinformation. TranscriptAPDFofthestudentscurrenttranscript(generatedwhenthetabisentered). UserFlagsLocalschoolordistrictyes/nodatafields. UserTextLocalschoolordistricttextdatafields. VehiclesVehicleandparkingpermitinformationforthestudent
Theremainderofthisdocumentdescribeshowtosearchforstudentrecords,openthem,accessesthetabsdescribedabove,navigateamongrecordsanddobasicediting.
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II. Searching for Students A. The Student Data Student List Screen
Thissearchbystudentdataelementsscreenallowsyoutosearchbybasicdemographicinformationsuchasname,gender,gradelevel,aswellasbyguidancecounselor,homeroom,specialedflag,status(activeorinactive)andnextyearassignments.
Student DataStudent List
Figure 1 The Student DataStudent List screen
TheStudent DataStudent List screenincludessearchcriteriaonbasicdemographicandschoolinformation.Thevarioussearchcriteriacanbecombinedformoreprecisesearches.Severalexamplesareshownbelow.Studentscanbeaddedtoanexistingstudentlistfromthisscreen,oranewstudentlistcanbecreatedhere.
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Example1:SearchbyStudentLastName
Searchingbystudentlastnamereturnsallstudentswhomatchthenameorpatternenteredinthelastnamefield.Youcouldalternatelysearchonastudentsfirstnamebyenteringapatterninthefirstnamefield.Youcouldevensearchonbothastudentsfirstandlastnames.Student DataStudent ListSearchCriteria:Lastname=Da*
Figure 2 The Student DataStudent List screen returns one line for each student who matches all the selected search criteria
SearchbyStudentLastNameAsearchbystudentlastnamereturnsallthestudentswhoselastnamematchesthecriteria.Theasterisk(*)isawildcardcharacterthatwillmatcheverything.Searchingbythepatternda*matchesallstudentswhoselastnamebeginswiththelettersda(e.g.Dade,Daily,Darren).
Thecontrolsatthebottomofthescreenincludethefollowing: AddcheckedstudentstothislistAsonthescreen,thisallowsyoutoaddthecheckedstudents
toanexistingstudentlist. AddcheckedstudentstoanewlistAsonthescreen,thisallowsyoutocreateanewstudent
listandaddthecheckedstudentstoit.
ClickOKtoaddtocreateoraddtoastudentlist.
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Example2:SearchbyGradeLevelandGender SearchingbyGradeLevelandGenderreturnsalladdressstudentswhomatchtheselectedgradelevel(e.g.Grade=10)andgender(e.g.Gender=F).Student DataStudent ListSearchCriteria:Grade=12,Gender=Female
Figure 3 A search by grade level and gender returns all students in the selected school who match the criteria in this case, 10th grade
girls
PrintingtheListAprintericonappearswhenthereisatleastoneStudentlistedonthisscreen.ClickingtheprintericonwillproduceaStudentListreport.Anexampleisshownbelow.IncludedintheStudentListreportarethestudentsID,name,schoolcode,homeroom,grade,gender,statusandSpecialEdindicator.
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Figure 4 Sample Student List Report to return to Genesis, please click the browser back button
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Example3:SearchbyGuidanceCounselorandHomeroom
Searchcriteriacanbeaddedtogetherjustbyselectedvaluesinmorethanonefield.Student DataStudent ListSearchCriteria:Counselor=Anderson,MikeHomeroom=221
Figure 5 The Student DataStudent List screen illustrating search criteria being added together
SearchCriteriaareAdditiveWhenvaluesareselectedformorethanoneofthefields,thevaluesareaddedtogetherthestudentsmustmatchallthespecifiedcriteriatobeselected.IfyouselectthenameAnderson,MikefromthelistofGuidancecounselorsandthehomeroom221,thestudentsmustbothbeinHomeroom221andhaveAnderson,Mikeastheircounselortobeselected.
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Example4:SearchbyStudentList
Onceyouhavecreatedatleastonestudentlist,astudentlistdropdownappearsandyoucansearchforstudentsonaselectedstudentlist.Student DataStudent ListSearchCriteria:StudentList=Band
Figure 6 The Student DataStudent List screen showing the location of the Student List drop down
SearchbyStudentListclearsallotherfieldsSearchingbystudentlistisdifferentfromallothersearchesonthisscreen.Whenyouselectastudentlist,alltheothersearchfieldsareclearedsettoblanks.Onlythestudentsonthelistarelocated;allothersearchcriteriawereclearedoutwhenthelistnamewasselected.
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Example5:SearchbyNextYearAssignments
AfterschedulinghasbegunandstudentsareassignedtheirNextSchoolandNextGradeorevenNextCounselor,itbecomespossibletosearchforstudentsbyoneormoreoftheirnextyearassignmentsStudent DataStudent ListSearchCriteria:NextGrade=12
Figure 7 The Student DataStudent List screen after a search for next years seniors (12th graders)
SearchforNextYearAssignments
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B. The Student Data Address List Screen ThissearchbyaddressorcontactscreenallowsyoutosearchbyaddressandcontactinformationaswellasbyFamilyCode.
Student DataAddress List
Figure 8 The Student DataAddress List screen
TheStudent DataAddress List screenincludessearchcriteriaonaddressandcontactfields,aswellasbyFamilyCode.Asearchonastudentsnamewillreturnalladdressandcontactsasseparaterecords.AsearchonaFamilyCodereturnsalladdressandcontactsforallstudentswhosharethatcode.AsearchonaStreetNamewillreturnalladdressandcontactinformationforallstudentswithanaddressonthatstreet.AsontheStudent DataStudent List screen,studentscanbeaddedtoastudentlistfromthisscreen.InadditionanewAddcheckedstudenttofamilycodecontrolallowsyoutomassassignselectedstudentsthesameFamilyCode.Ifthiscontrolismissing,youdonothavepermissiontouseit.Asalways,criteriacanbecombinedformoreprecisesearches.
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Example1:SearchbyStudentName
Searchingbystudentnamereturnsalladdressandcontactinformationforthestudent.Student DataAddress ListSearchCriteria:Lastname=Dai*
Figure 9 The Student DataAddress List screen returns all Address and Contact Information for a Student when the criteria is a
student (or students) name
SearchbyStudentNameAsearchbystudentnamereturnsalltheaddressandcontactinformationforthatstudent.Eachcontactoneachaddressisreturnedasaseparatelineinthelist.Theaddresstypeisidentified,asisthestreetaddress,phoneandemailforthecontact.
Thecontrolsatthebottomofthescreenincludethefollowing: AddcheckedstudentstothislistAsonthescreen,thisallowsyoutoaddthecheckedstudents
toanexistingstudentlist. AddcheckedstudentstoanewlistAsonthescreen,thisallowsyoutocreateanewstudent
listandaddthecheckedstudentstoit. AddcheckedstudentstofamilycodeAssignthesameFamilyCodetoallthecheckedstudents.
NotethatalthoughthelistdisplaysContactsthestudentlistandfamilycodecontrolsatthebottomoperateonStudents.
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Example2:SearchbyFamilyCode SearchingbyFamilyCodereturnsalladdressandcontactinformationforstudentsintheFamily.Student DataAddress ListSearchCriteria:FamilyCode=1721
Figure 10 A search by Family Code returns all address and contact information for all students designated by the same Family Code
SearchbyFamilyCodeAsearchbyfamilycodereturnsalltheaddressandcontactinformationforallstudentswhosharethesamecode. NumberofContactsvs.NumberofStudentsintheListAttheverybottomleftofthescreenthereisacountofthenumberofContactsandnumberofStudentsappearinginthelist.Thistextappearsbeneaththestudentlistcontrols. PrintingtheListAprintericonappearswhenthereisatleastoneContactlistedonthisscreen.ClickingtheprintericonwillproduceanAddressandContactreport.AnexampleisshowninFigure8below.
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Example3:SearchbyPhoneNumberSearchingbyPhoneNumberreturnsallcontactswhichsharethatphonenumber.Student DataAddress ListSearchCriteria:PhoneNumber=7325551212
Figure 11 A search by Phone Number returns Contacts which share that same phone number (note the absent Family Code assignment
control)
SearchbyPhoneNumberAsearchbyPhoneNumberreturnscontactinformationforallstudentswhohaveaContactwiththatsamephonenumber.OnlythoseContactsthatmatchthephonenumbersearchareshown.Thephonenumbermustmatchthespecifiednumberexactly.PermissiontoAssignFamilyCodesInFigure4above,theuserdoesnothavepermissiontoassignFamilyCodes.Asaresult,theFamilyCodeassignmentcontrol,atthebottomrightofthescreen,hasbeensuppressed.TheusercanstillcreateandaddstudentstoStudentLists.
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Example4:SearchbyStreetName SearchingbystreetnamereturnsallContactsonallAddresseswhicharelocatedonthatstreet.Student DataAddress ListSearchCriteria:StreetName=Katy*
Figure 12 A search by Street Name returns all Contacts for Addresses which share that street name
SearchbyStreetNameAsearchbystreetnamereturnscontactinformationforallstudentswhohaveaContactwiththatsamephonenumber.OnlythoseContactsthatmatchthephonenumbersearchareshown. PleasenotethatthestreetnamemustbeanexactmatchORmustusethewildcardcharactertomatchthestreetname.ForexampleKatyLnwillnotmatchanaddressofKatyLane.AgoodwaytosearchisbyusingthewildcardcharactertomatchthestreettypeKatyL*willmatchbothKatyLaneandKatyLn.
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Example5:SearchbyAddressType SearchingbyAddressType(e.g.MothersWork)returnsallContactsforallAddressesofthespecifiedtype.SearchingbyContactType(e.g.Email)returnsallmatchingContacts.Student DataAddress ListSearchCriteria:AddressType=LegalResidence,ContactType=Home
Figure 13 A search by Address Type returns all Contacts for Addresses of the specified type
SearchbyAddressTypeAsearchbyAddressTypereturnsallContactsforallAddresseswhichmatchtheselectedtype.Additionally,youcanspecifytheContactTypeyouwant.Forexample,searchingfortheHomeContactontheLegalResidenceAddressTypeshouldreturn1contactperstudent.
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Example6:PrinttheListofContacts ThelistofreturnedContactscanbeprintedviathePrinterIconthatappearsoncealistisdisplayed.Student DataAddress ListSearchCriteria:LastName=Dal*
Figure 14 The usual Printer Icon appears when a list of Contacts appears
PrinterIconReportAsamplereportisshowninFigure8below.
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Student DataAddress ListReport
Figure 15 The Address and Contact Search Results Printer Icon Report
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III. Viewing and Modifying Student Records Afteryouhavedoneasuccessfulsearch,alistofstudentrecordsappearsinthecentersectionoftheStudent DataStudent Listscreen.Youcaneditonerecordatatime.Toopenarecordtoviewand/orupdateit,youcanclickoneitherthestudentshighlightedidnumberortheEditiconbuttonatright.
Student DataStudent List
Figure 16 The Student DataStudent List screen
OpeningaStudentRecordToopenastudentsrecord,clickoneitherthestudentshighlightedidnumber,atleft,ortheEditiconbuttonatright.Bothgotoyourdesignatedinitialstudentrecordentryscreen(seebelow).
CreatingStudentListsToplacesomeorallofthelistedstudentrecords,checkthecheckboxcorrespondingtoeachrecordyouwishtosaveandthenusethestudentlistcontrolsatthebottomofthescreen:
ToaddtherecordstoanexistingStudentList,clicktheradiobuttonforaddcheckedstudentstothislistcontrolandusetheassociateddropdowntoselectthestudentlisttoaddthemto.
Tocreateanewstudentlistwiththecheckedstudents,clicktheradiobuttonforaddcheckedstudentstoanewlistcontrolandenterthenameofthelistyouwanttocreate.
Inbothcases,clickOKtoaddtoorcreateastudentlist.
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A. DefaultStudentRecordEntryScreenStudent DataStudentDemographicsRequired
Figure 17 The screen displayed when you initially open a students record is set in your user profile. The Student
DataStudentDemographicsRequired screen, shown here, is the default.
DefaultStudentRecordEntryScreenThescreendisplayedwhenyouinitiallyopenastudentsrecordissetinyouruserprofile.Tohavethissettingchanged,contactyourGenesissystemadministrator.TheStudent DataStudentDemographicsRequiredscreenisthedefault.StudentRecordTabsThereare363rdleveltabsineachStudentsrecord(thatis,belowthelink)andmanyofthesehaveadditional4thand5thleveltabs.Youonlyseethetabsthatyouhavepermissiontosee:alltabsthatyoudonothavepermissiontoseearehidden.Theyarenotgrayedout:theyareinvisible.Beingabletoseeacertaintabdoesnotimplythatyouhaveupdatepermissionforit:youmayonlybeabletoseeandnotupdateatab(e.g.theStudent DataStudentDemographicsRequired screen).Eachtabrepresentsadifferentsectionofthestudentsrecord.
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IV. Navigating Among Student Records Everystudentrecordscreenhasasetofnavigationcontrolsatfarrightimmediatelybelowthe2ndleveloftabs.Therearenextstudent,previousstudentandanystudentinthelistcontrols.
Student DataStudent DemographicsAddresses
Figure 18 You can navigate among student records via the navigation controls at far right just below the 2nd level of tabs. There are next, previous and any controls that select among the student records returned in the most recent search
on the Student DataStudent List screen.
StudentListNavigationControlsEverystudentrecordscreenhasasetofnavigationcontrolsatfarrightimmediatelybelowthe2ndleveloftabs.Therearenextstudent,previousstudentandanystudentinthelistcontrols.Usingthesecontrolsmovesyoutotheselectedstudentsrecordonthesamescreen.Youcanselectastudentrecordscreen(e.g.Student DataStudentUser Text)andthenmovefromstudenttostudentwhileremainingonthesamescreen.