Initial School Set-Up

Admin: School/Student Activities / Video

This feature can be used to easily track custom activities (programs, sports, clubs, events, field trips, enrichment activities, after-school programs, labs, etc.) in your school without the need for a Special Enrollment.


The possibilities are endless! You have the ability to manage your enrollments, forms, and rosters.  Reports available.


Page Policies:

Cogwheel > Page Policies 

 

It is recommended to follow the setup steps below in the order presented for the first time. Once you have all the necessary information in the Student Information System (SIS), you can then manage the activities that have been created using the guide provided. 

Setup Steps:

  1. Page Policies
  2. Forms
  3. Manage Activity Types
  4. Create New Activity

Manage Forms

If there are forms that students must complete to participate in a particular activity, you can easily upload them for them to access. Before you register students for an activity, create your forms.

Click Manage Forms
You can edit activities as necessary by clicking on the Blue links
Click Create New Form 
Click Upload > browse and search form on computer > associate with the School Year >
Click SAVE
On the main page you can Click to preview the form currently uploaded

Manage Activity Type

Click Admin > Portal Management > School Activities

Click on Manage Activity Types to Add or Edit an existing Activity
Click Create New Type
Fill out all information as desired
Click Save
 

Create New Activity

Click Manage Activities

Click on Create New Activity  to create a new Activity

    • Enter in the relevant information. Required fields noted with red asterisk:
      • Name
      • Start
      • Status
      • Primary Advisor
      • Type
      • School year - make sure to associate with correct year
    • Description & Meeting Days/Times
      • Not required, but this info will be visible in the Portal and used on the printed schedules
    • Attach Form (permission slips, contract, etc.) to specific activity by
      clicking directly on one of the Available Forms

Once the event is Created , Once the event is created, you can easily enroll students by clicking on the far right of the screen 

Click Add and or Mass Enroll Using the "Mass Enroll" option, you can select multiple students and register them with just a few clicks.

When you click Mass Enroll ,Once you click on Mass Enroll, you will be taken to a page where you can select multiple students and register them with just a few clicks.

Check the box next to each student you want to enroll

Click Register Students

You will then be redirected to a screen where you can see the students who are now enrolled

and you can create a New Activity if desired

 

Manage  Activities

  • Make sure to click on the Manage Activities button to return to the main page
    • This is an overview page of ALL activities that you have available
    • All columns are sortable 
    • You can click on the Title of the Activity to edit the activity
Mass Copy Option
To save time and effort, you can choose to copy over School Activities, Activity Types, and Forms from one school year to the next at the end of the current year. This means you won't have to create everything from scratch, and you can easily make any necessary edits for the upcoming school year.

Click Copy Over
Choose the School Year


Select what you would like to copy and option to edit various fields for the upcoming school year.
Click Copy

From Student Dashboard: to add a student to an activity

School Activities Tab 

Click School Activities tab

From the drop down, Select the Activity you want to enroll student in.

Information about the activity will display > Click Register Student
You have the option to Add Comment at this time

When the student(s) are registered, their Status will show Red, indicating they have missing form(s)
  • When you click on the Activity name, you will see details regarding the Student enrollment in activity. 
  • Click the Red form if the form has been submitted, which will update the Status of forms to Green.
  • Enter a Finish Date if needed
 
School Activities in the Portal
View of Enrolled Activities
There is an option to show School Activities that student(s) are enrolled in the Portal
  • If student is missing a form, the title of the Activity will be shown in red
  • Link will be available to download the missing form

    Student can Sign up for an Activity from their Student Portal
    Click Sign up For Activity Tab

 
Once the Request is Submitted:
Via Activity Roster - Overall management area
Request will show with Yellow status

You can filter the overall Admin page for “Show only pending Student Requests” for Activities

Click on the Activity and navigate to Student Roster
 
Process request - click on Activity to Accept or Decline
Yellow Circle: Student hasn't been accepted into the activity of choice yet
Red Circle: Student denied for Activity
Green Circle: Has been accepted
Comment Box: You can add comments for the activity,when or why rejected
Forms: If there are forms that need to be signed can be added to the registration process

 

School Activities Panel - Staff & Student Dashboard

 

Student Dashboard

Currently enrolled activities
Show all - previous school years
Magnifying Glass- link to School Activities tab for specific student

Staff Dashboard

Current activities Staff Member is Advisor
It will note with red icon that Activity Requires Attention

School Activities Report

Reports > Students > School Activities Report

Various filter options
You can fitler to see who is in what activity
Who has pending forms
Who accepted them into the program and when they were accepted

Teachers > School Activities Report

Ability to view Activities for their students and/or Activities for which they are in charge or manage