Elementary Scheduling Configuration

In order to use standards-based grades or standards-based report cards in your elementary schools, you need to do some scheduling to populate your teachers' gradebooks with the appropriate students.

Do the following to configure a schedule for an elementary school:

  1. Create courses in the district course catalog. (Only required if this is the first time your district has scheduled).
    Note: If you have multiple elementary schools within your district, you should share courses; create only one course for each subject.
  1. Create an elementary transcript definition. (Only required if this is the first time your district has scheduled).
  2. Add the elementary transcript definition to school setup. (Only required if this is the first time your district has scheduled).
  3. Add and activate a schedule for the school. Click the School tab, Schedules side-tab. On the Options menu, click Add.

    After you save the schedule, click the Filter menu, and select All Records. On the Options menu, click Set Active Schedule.

    Note: In future years, use the Copy Active Schedule option in the Build view before the EOY Rollover.
  1. Fill your school's course catalog. You can associate courses to the school course catalog from the district course catalog, or copy the course catalog from last year.
    Note: If you copy last year's catalog, and the district also adds any new courses this year, be sure to associate them to the school catalog.
  1. In the School view, on the Schedule tab, Courses side-tab, click Build. Do the following for each course:
    • Type a value in the Sections scheduled field.
    • Select the Include in Scheduling checkbox.
    • Click Save.
  1. In the School view, click the Schedule tab, Master side-tab. On the Options menu, click Initialize Sections. This auto-creates section records for the number of sections you defined for each course in Step 6.
  2. Define schedule terms.
    Note: In most cases, you can create just one schedule term for the year, such as FY for full year.
  1. Create an elementary default field set for courses in the School view on the Schedule tab, Master side-tab. The field set should contain the following fields:
    • Course Number
    • Description
    • Department
    • Primary Staff
    • Schedule Term
    • Platoon
  • Then, you can click Mass Update on the Options menu to define the Schedule Term for each class.
  • Use the Modify List option to define the teacher and a platoon for each class. The Platoon code must match the homeroom number for the students in this class.
  1. In the Next Homeroom field on the Student tab, Details side-tab, enter a homeroom for next year for each student.
    Note: On Step 3 of the End-of-Year Rollover wizard, your system administrator can select the Transfer students to their next homeroom checkbox to update the values in the Homeroom fields with the values you enter in the Next Homeroom fields for each student.
  1. Assign each staff member to their homeroom on the Staff tab.
  1. To load students into class sections, in the School view, click the Schedule tab. On the Master side-tab, click Group Scheduling on the Options menu.
    Note: In future years, remember to use the Copy Active Schedule option in the Build view before the End-of-Year Rollover.