Taking Attendance in Salesforce with the Attendance Tracker
|
|
- Grant Shepherd
- 8 years ago
- Views:
Transcription
1 Taking Attendance in Salesforce with the Attendance Tracker Contents To Access the Attendance Tracker... 2 Set up a Master Record for the Program Cycle... 3 Enrolling Participants... 4 To Add Individual Participants... 4 To Add a Group Participants... 6 Creating Session and Attendance Records... 8 To Take Attendance... 9 To Add a Participant after the Sessions have been created To Remove a Participant from Future Sessions To Drop a Student from the Program Cycle To change Course Sessions/Schedule Attendance Tracking To See Individual Class Attendance To See Overall Attendance for a Class To See Overall Attendance of a Student Page 1
2 To Access the Attendance Tracker Open the Attendance Tracking Tab - located in the upper right corner of your Salesforce instance. This will allow you to see the proper tabs. Page 2
3 Note: You must follow the instructions in this exact order for the Attendance Tracker to populate the records properly. Set up a Master Record for the Program Cycle Go to the Campaigns tab and click New and select the option Program Cycle from the pull-down menu 1. Name the Program Cycle (eg, Spring Program 2015 ) 2. Click Active 3. Select type Cohort 4. Use the lookup icon to find the contact record for the instructor (if applicable) 5. Select the start and end dates for the program cycle 6. Select the Schedule Frequency (eg, weekly, monthly) 7. Select which day of the week the sessions will occur on 8. Click Save Stef this should say Cohort Page 3
4 Enrolling Participants To Add Individual Participants Look up the contact name in the Search box and open the contact record Hover over Campaign History and click Add to Campaign 1. Drop down to choose All Campaigns 2. Type the name of the Campaign and click Go 3. Click on the Campaign (Note: Next time you look up campaigns, it will show up in your recent list) Page 4
5 4. Select Enrolled and Save Your enrolled record should look like this: Page 5
6 To Add a Group Participants To add participants in mass, you must have a way of calling upon the group (eg, from a specific school) Open the Campaign record and click on Manage Members Select Add Members-Search 1. Select Contacts 2. Select the field that will filter the records you want to add (eg, School Name, Operator= Equals, Value= the name of the School). 3. Click Go! (Note: If you want all the contacts, you cannot put a filter in and just click Go!) Page 6
7 4. Select the top line to select all of the records a. Note: you can expand to up to 200 records on the bottom 1-25 records b. You may also uncheck individual records that should not be added to the Campaign 5. Click on the Add with Status button and select Enrolled The added member records will look like this: Page 7
8 Creating Session and Attendance Records Once you have enrolled all of the participants for your Program Cycle, click on Schedule Session Records. This will create a record for each session and attendance records for each participant First, go to the Campaigns tab and select the name of your course. You will see the following screen: You will see this notification: If you hover over Sessions on the Campaign record, you will see that Sessions have been created with the dates as selected: Page 8
9 To Take Attendance Go to the Course/Session Calendar and click on the date of the session to take attendance for You will be brought to a page with the student names. Select the appropriate status Attended/Late/Did Not Attend The updates will be saved automatically Page 9
10 To access the Session record, click on the title The Session record will reflect the total students in each status and the attendance rates. You will also see the individual attendance records below. Page 10
11 To Add a Participant after the Sessions have been created Overview: You will need to update the Session record for when the participant joins, and reschedule all of the future sessions to include the new participant. Video: 1. Select the Session when the participant will begin 2. Click on the Session title to access the Salesforce record Page 11
12 3. Click the button Add a Student 4. Click on the lookup icon to find the contact record and click Save Page 12
13 5. Make sure the checkbox for Do Not Create Prior to This Course (if not, click the Edit button and check the box and click Save ) 6. Click Schedule Future Courses Page 13
14 To Remove a Participant from Future Sessions 1. Go to the date when the student will no longer be attending and click on the Session record (same as above) 2. Click on the Course Name (as on the bottom of page 10) 3. Find the Attendance Record of the participant to remove and click Del (if it doesn t show up in the initial records, go to the full list at the bottom) 4. Salesforce will ask you Are You Sure? Click Yes. 5. Make sure the Do Not Create Prior to This Course Date is checked 6. Click on Schedule Future Courses Page 14
15 Note: If a student has dropped the Program Cycle, You will also need to unenroll student from the Master Campaign record in order to have the Retention Rate statistics reflect properly To Drop a Student from the Program Cycle Pull up the Master Record in Campaigns Find the Student under the Campaign Members section and click Edit Change the Status from Enrolled to Dropped and click Save Page 15
16 To change Course Sessions/Schedule Overview: This is a similar process to adding or removing participants; first go to the last Session record with the current schedule, update the schedule, and Video: 1. Follow the same steps above to get to the Session record that will be the last with the original schedule and click Edit 2. If you are changing the day of the week (eg, switching from Monday to Wednesday), uncheck Monday and check Wednesday 3. If you are changing the End Date (extending or shortening), just enter the new date in Schedule End Date If you are adding sessions to the end of the course, change the Start Date to the current End Date. 4. Click Save Page 16
17 5. Click Schedule Future Courses You will see the message Go back to the Session Calendar to see the changes reflected Page 17
18 Attendance Tracking To See Individual Class Attendance 1. Go to the Session Record 2. You will see the overall attendance rates and number is the Statistics section 3. You will see the individual Statuses for each student under the Attendance Records section To See Overall Attendance for a Class 1. Go to the Campaign that holds the Master Record for the Program Cycle 2. In the Statistics section, you will see overall Attendance and Retention Rate Page 18
19 Scroll down to the Sessions section to see Attendance rates by each Session To See Overall Attendance of a Student Look up the name of the student in the Search and go to their Contact Record You will see the Number of Classes Attended and overall Attendance Rate Page 19
Email Export. Exporting Client Email Addresses
Email Export Exporting Client Email Addresses STX has the ability to export email addresses from the Client file. Once those addresses are exported, STX has nothing else to do with getting the addresses
More informationAt the top of the page there are links and sub-links which allow you to perform tasks or view information in different display options.
APPOINTMENTS TAB P r a c t i c e M a t e M a n u a l 38 OVERVIEW The Appointments Tab is used to set up appointments, reschedule or edit existing appointment information, check patients in and out, and
More informationOnline Services through My Direct Care www.mydirectcare.com
Online Services through My Direct Care www.mydirectcare.com WEB PORTAL Employers and Employees associated with Consumer Direct have access to online services available through a secure website www.mydirectcare.com.
More informationReminder Mate Instructions
Reminder Mate Instructions Reminder Mate is a Practice Mate add-on Service which will make automated phone calls to remind patients of upcoming scheduled appointments, reduce missed appointments and receive
More informationAdvisee List and Expanded Student Profile (ESP) User s Guide
Advisee List and Expanded Student Profile (ESP) User s Guide Introduction This guide will give a brief overview of the Advisee List and ESP layout and answer common questions such as how to remove holds,
More informationThe following instructions show you how to set up a distribution group on the most commonly used smartphones among MMU staff.
Creating Text Message Distribution Groups Sending the same text to a number of contacts simultaneously can be really useful. Usually, the Group Messaging feature, particularly on the iphone, is dependent
More informationILLUMINATE ASSESSMENT REPORTS REFERENCE GUIDE
ILLUMINATE ASSESSMENT REPORTS REFERENCE GUIDE What are you trying to find? How to find the data in Illuminate How my class answered each question (Response Frequency) 3. Under Reports, click Response Frequency
More informationSalesforce Bootcamp for Nonprofits Workbook
Salesforce Bootcamp for Nonprofits Workbook 1 501Partners, LLC Contents OVERVIEW & TERMINOLOGY...4 1. ENTERING CONTACTS AND ORGANIZATIONS...5 Exercise 1: Create Two Individual Contacts and connect them
More informationFILING REPRESENTATIVES TRAINING ONLINE COURSE SCHEDULING USER GUIDE
FILING REPRESENTATIVES TRAINING ONLINE COURSE SCHEDULING USER GUIDE October 18, 2013 Online Course Scheduling User Guide Page 1 of 28 TABLE OF CONTENT 1 ABOUT THIS DOCUMENT... 3 2 REGISTRATION... 4 2.1
More informationGuide for Instructors A how-to guide on managing accommodation information for students with disabilities.
Guide for Instructors A how-to guide on managing accommodation information for students with disabilities. Contents Clockwork Guide for Instructors... 1 Instructor Portal... 2 Accessing Accommodation Letters...
More informationSalesforce Integration Version 1.2, published 15/04/2013 14:45
User Guide Version 1.2, published 15/04/2013 14:45 Improving results together 1 Introduction This document is the user guide for our integration which connects your PureResponse account to Salesforce.
More informationSKYWARD. Data Mining. Quick Reference Guide
SKYWARD Data Mining Quick Reference Guide Table of Contents Data Mining How to Get to Data Mining 1 Filter Reports - All Reports 2 Filter Reports - All My Reports 3 Run an Existing Report 4 Create a New
More informationCognos 10 Getting Started with Internet Explorer and Windows 7
Browser/Windows Settings There are several Internet Explorer browser settings required for running reports in Cognos. This document will describe specifically how to set those in Internet Explorer 9 and
More informationThe Faculty Evaluation Process for online and hybrid courses is a little different than the same process for face-toface
The Faculty Evaluation Process for online and hybrid courses is a little different than the same process for face-toface classes The Faculty Evaluation process contains five steps. This handout will cover
More informationHow to send meeting invitations using Office365 Calendar
How to send meeting invitations using Office365 Calendar This guide tells you how to send meeting requests using the Calendar in your Office365 webmail. There are separate sections for setting this up
More informationWhat Do You Think? for Instructors
Accessing course reports and analysis views What Do You Think? for Instructors Introduction As an instructor, you can use the What Do You Think? Course Evaluation System to see student course evaluation
More informationGmail: Sending, replying, attachments, and printing
If you're using an old version of Gmail, your Inbox may look a little different. Gmail: Sending, replying, attachments, and printing Welcome to Gmail. This document will give you a quick overview of how
More informationThis is a two-step process: Grade Entry and Grade Approval. The steps for each process are outlined below:
Grade Entry for Instructors who can Approve Grades Instructors who are teaching and also have the ability to 'approve and post' grades in the system have the capability to enter AND approve their own grades.
More informationCustomizing Confirmation Text and Emails for Donation Forms
Customizing Confirmation Text and Emails for Donation Forms You have complete control over the look & feel and text used in your donation confirmation emails. Each form in Sphere generates its own confirmation
More informationBUSINESS CREDIT CARDS - DFCU ONLINE ACCESS
BUSINESS CREDIT CARDS - DFCU ONLINE ACCESS OVERVIEW This document helps guide you through: Adding your DFCU Business VISA Credit Card to DFCU OnLine Enrolling and Unenrolling in estatements Adding your
More informationDatabase Program Instructions
Database Program Instructions 1) Start your Comparative Rating software by double-clicking the icon on your desktop. 2) Click on the button on the Comparative Rating Software Main Menu. 3) A message Loading
More informationThe Rehab Documentation Company, Inc. 12/8/11. ReDoc Scheduler. User Guide
The Rehab Documentation Company, Inc. 12/8/11 ReDoc Scheduler User Guide 12/8/11 Contents CONTENTS CHAPTER 1 INTRODUCTION................................ 1 CHAPTER 2 SETUP........................................
More informationAllow Students to Finish Incomplete
Allow Students to Finish Incomplete An instructor may have students who need to finish an incomplete and would like to use a Canvas course to help with that process. Canvas courses are automatically hidden
More informationPayments. My Business Account User Guide: Getting Started. Notes
Payments The Payments tab contains five sections: One-Time Payment, Recurring Payments, Payment Accounts, Payment Status and Payment History. Before payments can be made online, you will need to set up
More informationClient Email Search. Searching For Clients With or Without Email Addresses
Client Email Search Searching For Clients With or Without Email Addresses The Client Marketing section of STX helps you to create marketing sets to find active clients with or without valid email addresses
More informationOnline Bill Payment & Presentment User Guide
Table of Contents Alerts and Notifications... 4 Add an email Notification...4 Cancel an email Notification...5 Automatic Payments... 6 Add a Standard Automatic Payment Rule...6 Add an Automatic Payment
More informationDownloading and using the Old National Mobile App for iphone and Android
Downloading and using the Old National Mobile App for iphone and Android The Old National Mobile App makes it simple for users of iphone and Android TM smartphones to quickly access their accounts. From
More informationThe UC Learning Center: Disabling Pop-Up Blockers
The UC Learning Center: Disabling Pop-Up Blockers In order to launch online courses within the UC Learning Center all pop-up blockers must be turned off. This guide will walk you through disabling pop-up
More informationCreating an Email Archive in Outlook
Creating an Email Archive in Outlook Setting up AutoArchive Auto Archiving is the suggested method for archiving mail in Outlook. Mailbox items are AutoArchived on last modification date, not the date
More informationHireTouch Sending Applicant Correspondences (Emails)
HireTouch Sending Applicant Correspondences (Emails) This document provides instructions for generating emails to applicants to your job posting. There are four correspondence templates currently available
More informationSMS/Text Message Solution User Guide. How to send bulk SMS messages. Copyright 2013 xrm Consultancy Limited
SMS/Text Message Solution User Guide How to send bulk SMS messages Contents Contents... 2 Introduction... 3 Pre-requisites... 3 North52 Formula Manager... 3 Sending bulk SMS messages... 4 1. Set up workflow...
More informationBusiness Process Document Financials 9.0: Creating a Control Group and Vouchers. Creating a Control Group and Vouchers
Version 9.0 Document Generation Date 2/24/2009 Last Changed by Jeff Joy Status Final Navigation Creating a Control Group and Vouchers 1. Click the Control Groups link. 2. Click the Group Information link.
More informationThis guide provides step by step instructions for using the IMF elibrary Data - My Data area. In this guide, you ll learn how to:
This guide provides step by step instructions for using the IMF elibrary Data - area. In this guide, you ll learn how to: Access your favorite and recently used data reports. Make sure you receive email
More informationOnPoint 7.0 Tools and Functionality
P a g e 1 OnPoint 7.0 Tools and Functionality The new version of the OnPoint website has the same functionality as the old site, but the look and feel of the page has changed. This document will compare
More informationU.S. Online Banking & Bill Pay Frequently Asked Questions
U.S. Online Banking & Bill Pay Frequently Asked Questions How do I enroll in estatements? Choosing estatements is a smart, safe and environmentally-friendly way to receive and manage your monthly account
More informationRockets Email Smartphone Configuration. Spring 2012 Edition
Rockets Email Smartphone Configuration Spring 2012 Edition 2/20/2012 Contents Android Rockets Email Configuration... 2 Apple iphone/ipod Touch/iPad Rockets Email Configuration... 3 Blackberry (BBOS 5 or
More informationMicrosoft Outlook. Transition from the ECS Exchange Server to the University Exchange Server. ECS Computing Services August 21, 2012 Version 3.
Microsoft Outlook Transition from the ECS Exchange Server to the University Exchange Server ECS Computing Services August 21, 2012 Version 3.3 1 Table of Contents Transition Process... 4 What is going
More informationChoosing estatements is a smart, safe and environmentally-friendly way to receive and manage your monthly account information.
U.S. Online Banking Frequently Asked Questions How do I enroll in estatements? Choosing estatements is a smart, safe and environmentally-friendly way to receive and manage your monthly account information.
More informationWeb Help Desk Technician Guide
Web Help Desk Technician Guide Version 1.0 Information Technology Services 2011 Table of Contents I. INTRODUCTION... 1 II. GETTING STARTED... 1 A. Signing into Web Help Desk... 1 B. Exiting Web Help Desk...
More informationPreference Center Job Aid
Preference Center Job Aid Preference Center Job Aid 2 Overview In this document you will find information on how to complete the major functions of this Preference Center application. Use the Preference
More informationUniversity of North Carolina Wilmington
University of North Carolina Wilmington Using the Finance Training System Using the Finance Training System 1 Last Updated 2/13/15 Table of Contents Overview 3 My Enrollments 3 Withdraw from a Course or
More informationTo create a new Campaign, click into the Marketing module. Then, click on Campaigns button.
Marketing Campaigns Use campaigns to send an email blast out to a list of contacts in the system. Create a new Campaign To create a new Campaign, click into the Marketing module. Then, click on Campaigns
More informationSpringCM Integration Guide. for Salesforce
SpringCM Integration Guide for Salesforce September 2014 Introduction You are minutes away from fully integrating SpringCM into your Salesforce account. The SpringCM Open Cloud Connector will allow you
More informationmyuttyler Online Registration Tutorial
myuttyler Online Registration Tutorial 1. On the UT Tyler homepage, select myuttyler under the UT Tyler Logins drop-down menu. 2. Sign on using your Patriot username and password. NOTE FOR NEWLY ADMITTED
More information4-H Online HelpSheet. c. Click Member: Email and click the double arrows 5/10/13
Broadcast Emails and Adding documents within Emails You can send broadcast emails through 4 H Online. Even better, you can include documents within these emails to help improve communications between the
More informationUsing the Findlay City Schools Help Desk Program. This document describes how to submit a helpdesk request into the new system for the first time.
Using the Findlay City Schools Help Desk Program This document describes how to submit a helpdesk request into the new system for the first time. In order to submit a helpdesk request you will need to
More informationOpening a New Case in Client Profiles for Windows (Juris Integration)
C ase Manag e m e n t by C l i e n t P rofiles Opening a New Case in Client Profiles for Windows (Juris Integration) T E C H N O L O G Y F O R T H E B U S I N E S S O F L A W Opening a New Case (New Client)
More informationHow to set up a database in Microsoft Access
Contents Contents... 1 How to set up a database in Microsoft Access... 1 Creating a new database... 3 Enter field names and select data types... 4 Format date fields: how do you want fields with date data
More informationTable of Contents. Real Magnet netforum Integration User s Guide
Table of Contents Introduction / Overview..2 Set Up and Configuration 2 Functionality...2 A. Ad-Hoc/One Time List Transfer from Avectra to Real Magnet.2 B. Scheduled List Transfers from Avectra to Real
More information7.0 Quick Guide. Contents
7.0 Quick Guide Contents How do I use the scheduler to create appointments/plan visits?... 2 How do I document a visit?... 3 What do I use a Sticky Note for?... 4 How do I set up a new medication in a
More informationtop five cognos reports
SCHOLARONE Manuscripts top five cognos reports This guide contains instructions for users who use Cognos Reports in ScholarOne Manuscripts. This guide is intended as an outline of the top five Standard
More informationValencia College Registration Planner
Valencia College Registration Planner The Registration Planner is a powerful tool that allows you to create a class schedule customized to your own personal schedule and you can save your class schedule
More informationService Programs. Requirements
Requirements The Service Programs feature allows you to keep track of multiple services that need to be done at varying intervals during the course of a year using a range type of either eligibility dates
More informationVolunteers for Salesforce User s Guide Version 3.5
Volunteers for Salesforce User s Guide Version 3.5 September 14, 2013 www.rg 1 Djhconsulting.com 1 CONTENTS 1. What is Volunteers for Salesforce?... 4 1.1 Overview... 4 1.2 How You Might Use It... 5 2.
More informationSet up Technician for Field Service. User Guide
Set up Technician for Field Service User Guide Davisware 514 Market Loop West Dundee, IL 60118 Phone: (847) 426-6000 Fax: (847) 426-6027 Contents are the exclusive property of Davisware. Copyright 2015.
More informationNavigating a Moodle 2 Course
Navigating a Moodle 2 Course What is in a Moodle 2 Course? Northwest College has upgraded Moodle to a new version called Moodle 2 that has many new features for students and faculty. Currently, it is in
More informationBlackboard Integration - Instructor Guide
Blackboard Integration - Instructor Guide Instructors can create assignments in Blackboard that are integrated with portfolios and assignments in LiveText. This reduces the need to work in two separate
More informationelearning FAQ for Faculty
elearning FAQ for Faculty How do I log into elearning? Where do I go for help? How do I request space in elearning for my class? How do I add/remove course tools in my elearning class? How do I edit the
More informationPROCESSES FOR T HE AGENCY TRAINING AGENT
PROCESSES FOR T HE AGENCY TRAINING AGENT This Job Aid will assist in the various processes to register students for classes and how to maintain student database in the Learning Management System (LMS).
More informationTo create your payroll, go to Payroll and make sure you are on the Payroll Tab at the top.
Creating Payroll Prior to creating the payroll, it is important to understand the different parts of payroll and what information resides in each section. Payroll This section is where you verify items
More informationGuide to Office Hours, Appointments, and Appointment notes
Version 1.0 Guide to Office Hours, Appointments, and Appointment notes Purpose This document provides instructions to set up your office hours in Starfish, make appointments with students, and document
More informationUCO_SECURE Wireless Connection Guide: Windows 8
1 The UCO_SECURE wireless network uses 802.1x encryption to ensure that your data is secure when it is transmitted wirelessly. This security is not enabled by default on Windows computers. In order to
More informationStudent Guide to Send Transcripts Electronically Through Naviance
Student Guide to Send Transcripts Electronically Through Naviance Students who are sending their applications to colleges electronically will also be able to have their transcripts and letters of recommendation
More informationService Desk Manager QUICK TIP: Service Desk Manager 12.6 Upgrade New Features and Known Issues
Service Desk Manager QUICK TIP: Service Desk Manager 12.6 Upgrade New Features and Known Issues New Features: Firefox Functionality Analysts now have the ability to use the most up-to-date versions of
More informationQT9 Quality Management Software
QT9 Supplier Portal Support is Free. Please contact us via the Contact Support help icon on the top of the screen or at our contact information below: QT9 Software Toll Free: (866) 913-5022 Email: support@qt9software.com
More informationOutlook Web Access (OWA) - Using Calendar and Email on the Web
Outlook Web Access (OWA) - Using Calendar and Email on the Web You can access OWA through a web browser on any computer connected to the internet. This guide is intended to help with the most common tasks
More informationCreate Candidate Profile & Search/Apply to Jobs from the Amtrak Careers Site
Create Candidate Profile & Search/Apply to Jobs from the Amtrak Careers Site Target Audience: External Applicants This job aid explains how to create your candidate profile and search/apply for a job on
More informationStudent Manager s Guide to the Talent Management System
Department of Human Resources 50 Student Manager s Guide to the Talent Management System 1 Table of Contents Topic Page SYSTEM INTRODUCTION... 3 GETTING STARTED... 4 NAVIGATION WITHIN THE TALENT MANAGEMENT
More informationSecure Outgoing Mail (SMTP) Setup Guide
Secure Outgoing Mail (SMTP) Setup Guide Mozilla Thunderbird Windows* 1. Load Mozilla Thunderbird. 2. In the Tools pull-down menu select Account Settings 3. In the left hand panel select Outgoing Server
More informationemarketing Manual- Creating a New Email
emarketing Manual- Creating a New Email Create a new email: You can create a new email by clicking the button labeled Create New Email located at the top of the main page. Once you click this button, a
More informationClass Scheduler and Course Section Finder
Class Scheduler and Course Section Finder The Class Scheduler allows students to create a list of potential class schedules. The Advanced Options mode allows you to customize your list of schedules by
More informationCourse Equivalencies
Course Equivalencies This tutorial is on using the Course Equivalency function for ARTSYS. Part One focuses on how to determine how one community college course transfers to a four-year institution. First,
More informationONLINE COURSE EVALUATION SYSTEM. Department Coordinator Guide
ONLINE COURSE EVALUATION SYSTEM Department Coordinator Guide EDIT AN EXISTING COMMUNICATION MESSAGE: 1. Go to insidepacific and log in using your PacificNet ID and Password. 2. Click on the Academic Tab
More informationHow to Use JCWHosting Reseller Cloud Storage Solution
How to Use JCWHosting Reseller Cloud Storage Solution Go to https://www.internetspace.co.za and log in with your Cloud Reseller account username and password. How to Use create a cloud account for your
More informationBill Pay Users Guide
Bill Pay Users Guide ~ Online Bill Pay ~ Online Banking Bill Pay is an optional service. Consumer clients may activate Bill Pay from the Bill Pay tab in Online Banking. If the Bill Pay tab or menu is not
More informationUF Health SharePoint 2010 Document Libraries
UF Health SharePoint 2010 Document Libraries Email: training@health.ufl.edu Web Page: http://training.health.ufl.edu Last Updated 2/7/2014 SharePoint 2010 Document Libraries 1.5 Hours 1.0 Shared Network
More informationHow to access Administration Page for an End-of-Grade or End-of-Course Assessment
NC Education Student Enrollment Guide There is Enrolled Students Page for each online assessment at a school (e.g., Demo High Biology Spring 2015) located within NC Education. Schools are expected to verify
More informationADA Applicant Business Process Guide
Objectives ADA Applicant Business Process Guide The purpose of this document is to give you an understanding of how to apply and maintain an applicant account at the American Dental Association (ADA).
More informationGetting Started with Crystal Reports Session Description:
Session Description: If you would like to create customized reports look no further. This session will introduce you to the tools needed to write basic reports using the Report Wizard and Blank Report
More informationEXCEED IEP Goals Product Screen
The Goals product screen is used when you need to document the goals the student will be working towards during the course of their IEP. The Events screen displays with the Current and Upcoming Events
More informationGUIDE FOR SORTING RX HISTORY REPORTS IN MICROSOFT EXCEL
GUIDE FOR SORTING RX HISTORY REPORTS IN MICROSOFT EXCEL 1. Log in to your INSPECT WebCenter Account. 2. Go to the Requests tab on the left, and select New Request. 3. Select Practitioner from the drop-down
More informationMyReports Recommended Browser Settings MYR-200a
MyReports Recommended Browser Settings MYR-200a Note: If you have installed an additional Tool Bar on your browser, such as Yahoo Tool Bar or Google Tool Bar, be sure that it is also configured to allow
More informationData Entry Training Module
Data Entry Training Module Estimated Training Time: 1 Hours Data entry training is for users that are planning on entering data into the InsightVision application on scorecards that have already been created.
More informationChronicle USER MANUAL
Chronicle USER MANUAL 1st Edition 2 IN THIS MANUAL Part One The Chronicle Interface The Overview Screen The Bill Detail Screen Part Two Creating, Editing and Viewing Bills Creating Your First Bill Editing
More informationAdding Links to Resources
Adding Links to Resources Use the following instructions to add resource links to your Moodle course. If you have any questions, please contact the helpdesk at. Adding URL links 1. Log into your Moodle
More informationUniversity of Colorado Denver Anschutz Medical Campus Virtual EMS User s Guide
University of Colorado Denver Anschutz Medical Campus Virtual EMS User s Guide Updated August 28, 2015 1 Table of Contents Getting Started... 3 Requesting an Account in Virtual EMS... 3 Logging in to Virtual
More informationManager. User. Guide
Meeting Manager Room7 User Guide Copyright 2008, NetSimplicity Software 8 th Edition, MRM 7.8 User Guide June 2008 Written for Meeting Room Manager 7.8 Written by Barry Shanko ActiveX, Internet Explorer,
More informationAutomatic Setup... 1 Manual Setup... 2 Installing the Wireless Certificates... 18
Contents Automatic Setup... 1 Manual Setup... 2 Installing the Wireless Certificates... 18 Automatic Setup 1. Click on the Wireless icon in your system tray that looks like. 2. You will see a list of available
More informationVolunteers for Salesforce Installation & Configuration Guide Version 3.76
Volunteers for Salesforce Installation & Configuration Guide Version 3.76 July 15, 2015 Djhconsulting.com 1 CONTENTS 1. Overview... 4 2. Installation Instructions... 4 2.1 Requirements Before Upgrading...
More informationAd Hoc Reporting: Data Export
Ad Hoc Reporting: Data Export Contents Ad Hoc Reporting > Data Export... 1 Export Format Options... 3 HTML list report (IMAGE 1)... 3 XML (IMAGE 2)... 4 Delimited Values (CSV)... 4 Fixed Width (IMAGE 10)...
More informationStrategic Planning Online (SPOL) Users Guide
Strategic Planning Online (SPOL) Users Guide Legal and Human Resources Division 2010 TABLE OF CONTENTS Getting Started: Logging into SPOL...3 Getting Started: Planning Section...4 Planning Section Overview:
More informationHow to Create and Manage Alerts
How to Create and Manage Alerts Automatic notifications keep you up to date on the latest developments in your field. After you create a substance or reference answer set, you can be notified automatically
More informationZoho CRM and Google Apps Synchronization
Zoho CRM and Google Apps Synchronization Table of Contents End User Integration Points 1. Contacts 2. Calendar 3. Email 4. Tasks 5. Docs 3 6 8 11 12 Domain-Wide Points of Integration 1. Authentication
More informationLearning Management System (LMS) User Guide Contents
Learning Management System (LMS) User Guide Contents 1. Navigating around the Portal... 1 1.1. Overview of the Home Page... 1 1.2. Launch Bar... 2 2. Accessing My Tasks... 3 3. Quiz... 4 3.1. Attempting
More informationACCESSING THE PARAGON SYSTEM PARAGON WEBSITE ADDRESS: https://parmls.paragonrels.com
ACCESSING THE PARAGON SYSTEM PARAGON WEBSITE ADDRESS: https://parmls.paragonrels.com September 16, 2013 Do NOT add a www to the website address. You MUST enter the website address in the URL box at the
More informationCharge Card Administration. Accessing the Travel Card Cardholder Training in the Learning Management System (LMS)
Accessing the Travel Card Cardholder Training in the Learning Management System (LMS) Purpose: Source: This procedure instructs the user how to access the Travel Card Cardholder Training available in the
More informationHow to Change Your Schedule for Holidays
How to Change Your Schedule for Holidays Note: All of these functions are accomplished in the GuestBridge Administrator Application. Closing the Restaurant If you are closing the restaurant for an entire
More informationBates Gmail Labels, Filters, and Signatures
Bates Gmail Labels, Filters, and Signatures Create and Apply Email Labels Use labels to categorize your messages. Labels are like folders, but with a twist: You can apply multiple labels to a message,
More informationPeopleSoft Online Services. How to Use Class / Catalog Search
PeopleSoft Online Services USING the FACULTY CENTER How to Use Class / Catalog Search 1 FACULTY CENTER How to use Class / Catalog Search In your Faculty Center, click on the tab for Class/Catalog Search.
More informationWentworth Institute of Technology Performance Management Employee s Guide
Wentworth Institute of Technology Performance Management Employee s Guide A Step-By-Step Employee Guide for completing performance evaluations in the PeopleAdmin Performance Management Suite PeopleAdmin
More information