Data Manager Roadshow Training
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“XX” Symposium
Coming
January 20-23, 2025
Training Agenda
Office of �SIS Professional Learning
6
SIS PL Consultant�Western�erin.foil@dpi.nc.gov
SIS PL Consultant�Eastern�nicole.ballance@dpi.nc.gov
SIS PL Consultant�karen.jimeson@dpi.nc.gov
Section Chief �SIS Professional Learning�rory.spicer@dpi.nc.gov
Data Manager Roadshow
Why are we here?
Housekeeping
We’ll be working in a Training Site today to explore �Infinite Campus. Follow along!
Training Site
Training Site URL:
https://training022.infinitecampus.com/campus/TrainingNC148.jsp
Password: Tr@ining2024!
Basic Navigation
ncsis.gov
Basic Navigation
Basic Navigation
Basic Navigation
Main Landing Page - What Color Do You See?
Orange Banner
Training Site, practice using Infinite Campus tools, fake data
Green Banner
Production site, live side of Infinite Campus, real data
Basic Navigation
Basic Navigation
Main Landing Page - What View Do You See?
To get new look, click Person Icon in top right corner
Click the OFF button to turn it On.
Classic Look
New Look
Basic Navigation
New Look User Menu
Click the Person Icon
Teacher Settings
Admin Settings
Basic Navigation
Basic Navigation
Main Landing Page Features
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Basic Navigation
Basic Navigation
Main Landing Page Features Legend
Three Main Regions of Campus Application
Icons from left to right:
1 - Three Stacked Lines (Hamburger icon) - will allow user view the main menu; single clicking on the icon a second time will hide the menu to maximize the screen; single click icon to reopen menu
2 - Search (Magnifying Glass icon) - conduct various searches within Campus; single clicking on the icon a second time will hide the menu to maximize the screen; single click icon to reopen
3 - Infinite Campus Logo - returns user to the landing page/message center
4 - Main Menu (File Folder icon) - display menu items the user has access to
5 - Favorites (Star icon) - tools the user designates as favorites,
6 - Recent Tools (Broken Clock icon) - lists the last 10 recently used tools by user
7 - Message Center (Center of screen) - displays messages/announcements from the district or school
8 - Context Menu - allows user see the Year, School, Calendar, Structure they are currently in (for example - a school could use different calendars for an academic year, summer school, or different grade levels may use different calendars
9 - Notification Bell (Bell icon) - view messages from district, school or notification of items in need of attention, shows number of new messages/notifications for review
10 - Help button (Question Mark icon) - takes you to help Campus Help site to conduct Knowledge Base Searches for topics
11 - App switcher (Tic-Tac-Toe icon) - navigates to Campus Community
12 - User Menu (Person icon) - view user information, instruction setting preferences, toggle between old & new look, and logout
Basic Navigation
Basic Navigation
Landing Page Tools and Menu Options
Expanded Menu Options
Fly-Out Menu
Click the grid icon to toggle between list view or fly-out menu
Basic Navigation
Basic Navigation
Creating a Favorite Tools List
Click on the Star Icon next to the tool name to add to your list. To remove from the list, select the tool & click the Star Icon to deselect it.
Clicking edit turns on the drag and drop feature to re-order your list. Remember to click Save.
Basic Navigation
Basic Navigation
Recent Tools
Basic Navigation
Searching
Basic Navigation
General Searches
Unified search menu for quick & easy searches across large variations of data such as, but not limited to:
*A search type must be identified in
the Search field initially*
Basic Navigation
Basic Navigation
Search Options
Users in Infinite Campus are People
General
Search
Advanced Search Options
Advanced
Search
Basic Navigation
Search for Student(s)
Search for a list of students by characters in their first name, use the search format:
space, comma, letters ( ,ar)
2. Student search format:
last name, comma, first name
Click enter or the magnifying glass.
1. Click the Search icon and select Student from the type drop down list.
Basic Navigation
Advanced Searches
Can be performed for:
*A search type must be identified in the Search field initially*
Advanced search fields may vary depending on the option selected.
Basic Navigation
Advanced Searches
At the bottom of the Advanced Search list, the select filter allows the user to select a saved Ad Hoc Filter to access a customized list of students based on parameters designated for the specific tool.
Click search once the Ad Hoc filter has been selected to generate the results.
Confirm filter
View Search Results
Grade 11 Females
Infinite Campus remembers the list of students and allows the user to navigate between different tools and pull up records for the specific students on the list.
Basic Navigation
Wildcard Searches
Can be used when searching for tools, advanced searches, and Ad hoc filters
Training Site
Let’s try it!
School: Harrison High
Basic Navigation
Campus Community
Featured News - appears first in Red text
Standard news - appears next in Blue text
Basic Navigation
Campus Community
To navigate/return to the main landing page, click the Campus Community on the banner
Username will appear in top right corner. Click name to view and manage Campus ID.
Basic Navigation
Campus Community
Basic Navigation
Campus Community
Quick Links
Auto fill search tool
Basic Navigation
Campus Community
Basic Navigation
Resources
Basic Navigation
Questions
District and School Information & Calendars
ncsis.gov
District and School Information & Calendars
District and School Information & Calendars
School
Calendar
Census
Census
Staff
Courses
Student
Sections
Student
Household
Roster
Teacher
Enrollment
Assignment
Relationships
Grading
District and School Information & Calendars
School
Calendar
Census
Census
Staff
Courses
Student
Sections
Student
Household
Roster
Teacher
Enrollment
Assignment
Relationships
Attendance
Attendance Messenger / Letters
Behavior
Behavior Messenger / Letters
District and School Information & Calendars
District and School Information & Calendars
How Do I Find These Tools?
Calendar Information
Terms
Day Setup
Periods
Grade Levels
District and School Information & Calendars
Room Setup
Navigation: Main Menu > School & District Settings > Schools > Room Setup
District and School Information & Calendars
Resources
District and School Information & Calendars
Questions
Census
ncsis.gov
Census
What is Census?
Census
Add Person
Students Enrollments
Parents Relationship w/ Student
Staff District Assignment
Census
Adding People to Census
Person records can be added via a number of tools in Campus. The three most common are:
Households
Things that can make up a household:
Census
Households
Students can be a part of multiple households
Census
Census
Address Records can relate to:
Addresses in Census
Relationships
Relationships define who is related to who
Census
Training Site
Let’s try it!
Brain Break
10 Minute Break
Ice Breaker
Meet 3 People
New Student Registration
ncsis.gov
Register a New Student
Registration Guidelines
There are many steps involved in the registration process and admitting and withdrawing students. These steps may vary by PSU as some districts may use different online enrollment and address verification systems and have different requirements for registration.
* Please follow your PSU guidelines *
Please refer to the School Attendance and Student Accounting Manual (SASA) and/or your district coordinator.
Registration Requirements
The recommended required documentation for registering a student is listed below:
Some PSUs may allow a 30 day time period to turn in the required documentation.
NC Student Identification System
All public school students enrolled in NC must have a UID Number. Before enrolling new students in Infinite Campus, it is ESSENTIAL to search for the student in the North Carolina Student Identification System (Student UID) to avoid duplicating student records. For instructions on conducting a Student UID search, refer to the Student UID Search Quick Reference Guide.
Searching for a student in the NC Student Identification System is always the 1st step in the enrollment process whether or not it’s a new student or in-county transfer.
NC Student Identification System
Searching for a student in the NC Student Identification System is always the 1st step in the enrollment process whether or not it’s a new student or in-county transfer.
If you FIND a student record in the NC Student Identification System:
If you DO NOT FIND a record when searching in the NC Student Identification System, proceed to the next step in the enrollment process.
New Student Registration Workflow
Done | Task |
| Use the Student Locator to search the state database for a record of a student being enrolled in another district in the state. |
| Review the search results to ascertain if this is the correct student. Altering an existing record to match an enrolling student will cause student records to be merged and will affect data integrity. |
| If a student was found at another district that meets the entered search criteria, select that student and follow the steps for enrolling the student in the new district. |
| If a student was not found, click the Create New Student button. |
| Enter Demographic information for the student. |
| Enter Enrollment information for the student. |
| Add an Address for the new student using the Add Address Wizard. |
| Add a Household for the student using the Add Household Wizard. |
| Use the Add Person option to create additional family members and guardians for this student. |
| Add Relationships for the new student by entering information on the Relationships tab. |
| Schedule the student into courses for the school year. |
Student Locator Wizard
Navigation: Main Menu > Student Information > Student Locator Wizard
The Student Locator Wizard provides a way to search for existing students across the district, and when necessary, create new students. This tool can also be used to locate and update information for a specific student. The Student Locator searches ALL people in order to prevent duplicates.
Student Locator
Locate a Student: Searching for a student indicates whether or not the student (or person) already exists in Campus and when that student does not exist in Campus, a new student can be created. This avoids duplicate student records within Campus and provides a simple way to convert an existing person into a student.
Select a Student from the Search Results
Student Locator
Once a student is selected from the search results, the Identity Information fields - Last Name, First Name, Middle Name, Suffix, Sex, Birth Date and Social Security Number - should not be modified. Only Update these fields on this screen if you entered the information incorrectly; otherwise these fields should be updated by creating a new record using the Identity tool. Ex: Last Name Change
Student Locator
Create a New Student
Demographics
Navigation: Main Menu > Census > Demographics
The Demographics tool lists the individual's general person information within the Campus system. All people for whom data is tracked, including students, staff, parents/guardians, household members, etc., have a Demographics record that includes the following information:
Required IC Fields:
Required NC Fields:
Contact Information
Personal Contact Information
The Personal Contact Information editor contains phone numbers, messaging preferences and the language preferred for receiving messages. Voice preferences only display when the district is using Campus Messenger with Voice.
In order for contacts to receive Emergency messages, they must have the Emergency checkbox marked on the phones designated to receive these calls. This editor may not show voice and text Messenger Preference Contact Reasons when the district does not use Campus Messenger with Voice or Text Messaging functionality.
Demographics Report
Person Summary Report
The Person Summary report includes household, address and relationship information, and contact information.
Demographics Data
The Demographics Data report includes all information stored on the Demographics tool, including contact phone numbers/email/ secondary email, Messenger contact preferences and preferred contact language.
Enrollments
Navigation: Main Menu > Census > Enrollments The Enrollments tool displays all occurrences of a student's enrollment in the district, listing all grade levels, all schools, etc. This tab lists the same information as the Enrollments tool in Student Information, but can be used when first enrolling a student in the district (as that person would not be considered a student by the Campus definition until an enrollment record exists).
Start Date = Date the student 1st attends school.
Enrollments
Enrollments When hovering over an enrollment entry, the person who last modified the data displays in the hover box.
To see specific information about an enrollment record, open the desired entry by clicking on the enrollment.
Enrollments
Enrollments When adding a new enrollment, a school and calendar need to be selected from the toolbar.
The student's current grade level for the selected school year displays in the Student header (and throughout all Student Information tools). This grade level displays in the search results and the list of enrollments in the Enrollment Editor.
To see specific information about an enrollment record, open the desired entry by clicking on the enrollment.
Enrollments
Enrollments The display of Enrollments follows this logic order:
To see specific information about an enrollment record, open the desired entry by clicking on the enrollment.
In the example above, the student has two active enrollments in different grade levels and different schools, only one enrollment is considered Primary. The grade level associated with the Primary enrollment - in this case, the grade 01 enrollment - displays in the search results, even when the school selected in the context is the most recently created enrollment record.
Enrollments
Add Enrollment Information Enrollments can be added for a student from the Enrollments tool in Student Information or through the Enrollment tool in Census. A person in Campus is considered a student when that person has an enrollment record, active or not active.
3. If additional information can be added at this time, enter that information as well.
4. Click the Save icon. The new enrollment is listed in the Enrollment Editor. Additional field selections can be made now or at a later time.
When the enrollment record is created, staff are able to add schedule information, prepare for fees entry, etc.
Enrollments
End Enrollments
Enrollments are ended when the student leaves the school for a period of time, when the school year ends (depending on state reporting guidelines) or if the student has a change in services (depending on state reporting guidelines).
Ending a student's enrollment also ends enrollment in all courses (drops the student name from the Section Roster), and any attendance data entered after the end date is deleted.
Select current enrollment record
Enrollments
End Enrollments
Ending a student's enrollment also ends enrollment in all courses (drops the student name from the Section Roster), and any attendance data entered after the end date is deleted.
Add Address
Navigation: Main Menu > Census > Add Address
The Add Address Wizard allows users to add addresses to the product with the intent of attaching those addresses to households. These addresses can be within the district boundaries or outside the district boundaries.
Search for Addresses
Add Address
Add a New Address After selecting the New Address button, an Address Information screen displays.
Upon saving, the interface will change to the Address Info tab where additional details about the address can be added.
Remember to verify addresses are within your district & follow address verification guidelines.
Add Person
Navigation: Main Menu > Census > People > Add Person
The Add Person tool allows the creation of new persons - staff members, students, parents/guardians, etc. - in Infinite Campus. To eliminate the possibility of duplicate persons, this tool forces the user to search prior to adding new persons. The last name must be entered before the Search button becomes active.
Add Person
4. When the Create New Person is selected, the Person Creation and Person Identifiers editor screen displays. Enter as much of the information that is known at this time.
5. In the Person Creation fields, enter the Last Name, First Name and Sex of the person. These are required fields. There may be district specifications for entering this information.
6. Enter additional person information where known and follow recommended district procedures for creating new persons.
7. In the Person Identifiers area, enter the Staff State ID and Staff Number, if applicable. Sites tied to a State Edition may have Staff State ID generation enabled. In that case, the Staff State ID field is not available for editing and an ID automatically generates when the person is given an employment record.
8. Click the Save button at the bottom of the screen. Once the information is saved, the tool displays the new person entered in a search box. To review or to enter additional Census items (household memberships, relationships, enrollments), select the person’s name.
Add Household
Household Search The Census module is designed with built-in checks to eliminate the creation of multiple households with identical members and contact information. If search criteria is entered with the same information as an existing household, those existing results will appear.
Additional modifications to data may need to be done after completion of the Census Wizard (i.e., enrollment records and non-household relationships may need to be modified).
Navigation: Main Menu > Census > Census Wizard
The Census Wizard is a three-step process that allows the user to assemble the household, add persons as members to that household and modify relationships.
Add Household
Navigation: Main Menu > Census > Census Wizard
The Census Wizard is a three-step process that allows the user to assemble the household, add persons as members to that household and modify relationships.
Search for Census Data
Census data can be searched for by entering person information, address information or household information. At least one field needs to be entered in order to search.
Enter Search Criteria
Add Household
Navigation: Main Menu > Census > Census Wizard
Assemble a New or Select an Existing Household
Household
Household Locations
Household Members
Add Household
Navigation: Main Menu > Census > Census Wizard
Continue or Start Again
Add Household
Navigation: Main Menu > Census > Census Wizard
Edit Relationships
This step requires two or more individuals to be chosen in Step 1.
Add Household
Navigation: Main Menu > Census > Census Wizard
Add Existing Persons to a Household
An individual can be available in Campus without being a household. This might be staff who do not use Campus, or Emergency Contacts, or other types of person records. When searching in the Census Wizard, those individuals display at the end of the Search results.
To add such a person to a household, select their name from the Search Results. This places them in the Assembling a Household window, and follow the steps for using the Census Wizard. To verify this is the correct person to add to the household, click the Details link above the name. This displays the Person Summary Report.
Schedule
Main Menu > Student Information > General > Schedule
The Walk-In Scheduler allows modification of a student's schedule, whether a student needs to drop and add a course, or a new student enrolls in the school at any time during the year. Changes made to the student's schedule occur in real time, which means when a student is added to a course section, the teacher of that course section can see the student was added to the course roster, and can record attendance for that student and begin tracking assignments for that student.
The Walk-In Scheduler is accessed from the Student's Schedule. Click the Walk-In Scheduler button in the action bar at the bottom of the page. Walk-In Scheduler is not available on monitors smaller than 1024 x 768 or on devices due to the amount of information visible in the Walk-In Scheduler.
Enrollment Reports
Main Menu > Student Information > Reports > Enrollment Status Report
The Enrollment Status Report displays all enrollment information for a certain student within a certain calendar. If a student is enrolled, and then leaves the district but moves back, both enrollments are included on the report.
Generate the Enrollment Status Report
Enrollment Reports
Main Menu > Student Information > Reports > Enrollment Status Report
When one calendar is selected, the left side of the report header displays the name of that calendar. When more than one calendar is selected, the left hand side of report headers displays the name of the district. The selected calendars are listed on the right side of the report header.
,
Enrollment Reports
Main Menu > Student Information > Reports > Enrollment Summary Report
The Enrollment Summary Report will list a district-wide breakdown of enrollments grouped by school, grade, sex and race. This report will print for one school, multiple schools or All Schools.The Enrollment Summary Report includes totals of students enrolled in selected schools based on an entered effective date.
Enrollment Reports
Main Menu > Student Information > Reports > Enrollment Summary Report
HTML Format Example
PDF Format Example
Training Site
Let’s try it!
Census
Resources
Census
Questions
Entering Staff
Employment & Assignment
ncsis.gov
NCDPI Staff UID
Always check Staff UID (PSU approval process)
Data Managers - defer to local �Policy & Processes�PSU HR/Finance Lead usually has been approved access to NCDPI Staff UID
Entering Staff
Staff exists as a person:
Like students and parents/guardians, staff members are entered in Campus as a person record.
That person record does not become a staff record �until a District Employment record is created �and they have a Staff ID number.
Entering Staff
Steps (this process is currently in development!)
Entering Staff
Staff Locator Video
if person is found an arrow designates already set as staff in your district.
Click on name to verify and update.
If not found click
Create New District Staff.
Entering Staff
The District Employment tool provides information on all current and past employees within the district or state.
Required IC Fields:
Required NC Fields:
Navigation: Census > Staff > District Employment
Entering Staff
District Assignments provide historical tracking of the locations in which an employee has worked.
Navigation: Census > Census Staff > District Assignments
Must be checked to show in teacher section drop down
Staff Reports
Navigation: Census > Census Reports > Staff Report
The Staff Report provides a list of all staff members (based on employment records) entered in Campus. This report looks at district employment and district assignment records in the Census module.
Teacher Schedule Report
Navigation: Instruction > Reports > Teacher Schedule Report
Entering Staff
Questions
Lunch
Lunch Break
Ice Breaker
What’s in your bag?
Attendance
ncsis.gov
Attendance
Overview
Infinite Campus allows you to code attendance events for a student…
Attendance - Status
Present
Absent
Tardy
Status represents the type of absent for the associated event.
Campus Instruction - Teaching Center
Attendance Office Tasks
Classroom Monitor
Navigation: Main Menu > Attendance Office > Attendance Management > Classroom Monitor
Classroom Monitor
Counts for each code displays at the top.
Complete Substitute Attendance
Navigation: Main Menu > Attendance Office > Attendance Management > Classroom Monitor
Classroom Monitor
Incomplete Teacher Attendance Report
The report displays the teacher name, period, course-section, and course name for all sections with incomplete attendance.
Navigation: Main Menu > Attendance Office > Attendance Management > Classroom Monitor
Daily Attendance Processing
The Daily Attendance Processing tool is used to process individual students that have been coded Absent or Tardy. Daily attendance shows the current date by default, but the date can be changed. There are daily reports available in this tool. Attendance records showing in yellow are Unknown codes. Unknown is the default code assigned when attendance is complete by the teacher. As attendance is updated by the attendance office, the codes displayed update accordingly.
Navigation: Main Menu > Attendance Office > Attendance Management > Daily Attendance Processing
Excused
Unexcused
Unknown
Exempt
Daily Attendance Processing
The following tools are available in Daily Attendance Processing:
View attendance information for all students with an attendance event
for a given date.
Review and process attendance by student, event, or ad hoc filter.
Generate a daily attendance summary report, caller report, and a
person summary report.
Navigation: Main Menu > Attendance Office > Attendance Management > Daily Attendance Processing
Daily Attendance Processing
Process Attendance by Student
Navigation: Main Menu > Attendance Office > Attendance Management > Daily Attendance Processing
Training Site
Let’s try it!
Attendance Entry Wizard
The Attendance Wizard tool allows a user to quickly create or change attendance data for a group of students. Once attendance codes and comments are recorded, teachers will not be able to change the existing attendance for the student. Attendance information will display in real time in Campus Portal and Mobile Portal.
Navigation: Main Menu > Attendance Office > Attendance Management > Attendance Entry Wizard
Attendance Entry Wizard
1. Enter the attendance Date to begin. The date defaults the current date.
2. Choose the Standard Attendance type to record the absence for a period of time
on a specific date.
3. Choose the Attendance Mode to determine how the attendance is recorded.
Navigation: Main Menu > Attendance Office > Attendance Management > Attendance Entry Wizard
Daily has a different meaning in Infinite Campus
These count toward the attendance minutes. Student must be marked absent before they can be checked in.
Attendance Entry Wizard
4. Search for a student or group of students to record attendance.
**Note: When teachers assign absences, the absence default excuse is Unknown. Search for Status/Excuse - Absent/Unknown to change all to Absent/Unexcused.**
Navigation: Main Menu > Attendance Office > Attendance Management > Attendance Entry Wizard
5. Record the attendance for the student. The available options vary based on the
mode chosen. Click Save Attendance to update the student’s attendance
information.
Attendance Reports
Consecutive Absence Report
Navigation: Main Menu > Attendance Office > Reports > Consecutive Absence Report
The Consecutive Absence Report evaluates the number of days in a row a student is absent based on the criteria entered.
Sub Attendance Roster
Navigation: Main Menu > Attendance Office > Reports > Sub Attendance Roster Report
The Sub Attendance Roster Report prints a list of students for a substitute teacher to use to record attendance. This report can only be generated for courses that are marked for Attendance.
Attendance - Individual Student
Navigation: Main Menu > Student Information > General > Attendance
Student attendance data is visible on the Attendance tool. Detailed daily records and summarized attendance by term and course are visible. Events are color-coded matching the reason for the occurrence. Reports for the individual student information are also available.
**This screen is also accessible by clicking on the Student Name in the Daily Attendance Processing Tool.**
Excused
Unexcused
Unknown
Exempt
Attendance - Individual Student
Navigation: Main Menu > Student Information > General > Attendance
Student Attendance
Let’s try it!
Attendance - Resources
Instruction (Teachers)
Taking Attendance with Seating Chart
Attendance Office
Infinite Campus Attendance Entry Wizard Video
Reports
Resources
Attendance
Questions
Break
5 Minute Break
Ad Hoc Reporting
ncsis.gov
Ad Hoc Reporting
Agenda
“ad hoc” defined…
For the specific purpose, case, or situation at hand and for no other.
“ad hoc” in Infinite Campus…
A selection of data based on specific criteria that you define.
What is Ad Hoc?
Drag and drop fields to create a real-time view of the report as you build it!
Cannot be shared or used for filters.
Data Viewer
Data Viewer
Data Viewer
Type a field name to quickly add to the report.
Any field in the report can be added to the filter to narrow the results of the report.
Data Viewer
Let’s try it!
Create a custom report using the data viewer that will pull a list of students who are active today that also includes their first name, last name, grade level, birth date and sex.
Filter Designer
Filter Designer allows you to filter students according to the criteria selected.
Filters created using the Filter Designer can be saved and used in reports and quick searches.
Filter Designer
List of saved filters.
Filter Designer
Add Filter Name
Add Selected Fields to the Query
Filter Designer
Click the “X” to remove parameters not needed.
Filter
Parameters
Exporting Data
There are two ways to export data:
Choose the schools to include in the export.
Double Click the filter name to display a list of the students in the filter.
This will allow you to click through each student’s information.
Ad Hoc Reporting
Let’s try it!
Create a Query Wizard Ad Hoc that will pull a list of students who are active today that also includes their first name, last name, grade level, birth date and sex.
Ad Hoc Reporting
Questions
Basic Scheduling
ncsis.gov
Courses & Sections
Course Catalogs
Course Master Catalog contains the list of all the courses available at the district level.
Each school can be attached to exactly one Catalog
Course: NC Math 1
State Code: 21092X0
Grading:
Description:
This course is designed to emphasize the study of multiple representations of linear and non-linear functions. ... Students will use hands-on materials and calculators when needed in solving problems where the algebra concepts are applied….
Course: Biology
State Code: 33202X0
Grading:
Description:
This course introduces the principles and concepts of biology. Emphasis is on basic biological chemistry, cell structure and function, metabolism and energy transformation, genetics, evolution, classification…
Courses at the School Level
Courses are added from the catalog at the school level
Sections are created for a course.
Example: Course 21092X0 NC Math 1
has 3 different sections
Adding Courses to a School
Courses must be available and active at the school level to create a section.
Finding Course Information
Creating Sections
Creating Sections
When Sections meet & occur are defined by the Section Schedule Placement grid, which is used to mark in which term and period the course section meets
Example: Section 4 is scheduled to take place Quarters 3 & 4 during 2nd period
Adding a Teacher to a Section
Tracks the association of Teachers and other staff to a section
A Primary Teacher is the main teacher assigned to the section, and performs the main duties of a teacher in the classroom.
Users should ensure each course section has an active Primary Teacher!
Section Reminders
Teachers must have a District Employment and District Assignment before adding to a section.
Sections can be created without a teacher.
Courses & Sections
Let’s try it!
Create a Section and Add
a Primary Teacher
Hand Scheduling
Walk-In Scheduler
The Walk-In Scheduler allows modification of a student's schedule. (i.e. a student needs to drop/add a course, or a new student enrolls in the school).
Changes made to the student's schedule in this tool occur in real time.
Click on a cell that says No Scheduled Course to search for sections scheduled at that time.
Walk-In Scheduler
Walk-In Scheduler
Walk-In Scheduler
Automatically add the requests to the student’s schedule.
Sections can be locked if the section should not change.
**Be Careful
Deleting a course removes all the attendance and grades data.
During the school year, it is best to add an end date to the dropped course and add the new course.
Send a message to the teacher about the schedule change.
Courses & Sections
Let’s try it!
Schedule a student
Roster Setup
The Roster Setup tool allows any active student to be placed on the Roster of a Section.
The Roster Setup tool also allows students to be deleted from Section Rosters.
** Best practice is to use this tool before school starts. Removing a roster here deletes attendance and grade data for the student.
Roster Setup
Roster Setup
Basic Scheduling
Questions
Crosswalk Document
NC BOLD 2024
NC BOLD 2024
Feedback Survey