STIPalm Basics. Quick Reference Guide STI_ STIPalm Basics 1

Transcription

1 STIPalm Basics First HtSync Operatin: Installing the Handheld Applicatin Immediately after running the installatin n the lcal wrkstatin, yu must perfrm a HtSync peratin t install the STIPalm applicatin n the handheld device. The first HtSync peratin is respnsible fr installing the STIPalm applicatin even if an exprt has already been perfrmed. It is gd idea t perfrm the first HtSync immediately after installing STIPalm, befre perfrming any ther peratins such as exprting. There are tw imprtant factrs t cnsider when installing STIPalm: 1. The HtSync will nt transfer student data t the handheld device if the STIPalm applicatin des nt exist n the handheld device. 2. The STIPalm applicatin is installed n the handheld device during the first HtSync prcess. Exprt Optins After perfrming the first HtSync t install the STIPalm applicatin t the handheld device, student data may be exprted frm STIOffice. In the STIOffice main menu, select Utilities STIPalm Exprt. Perfrm the fllwing steps: Select Filter. Filter: Select the filter f students t be included in the exprt. Order: Select the rder in which the students will appear in the STIPalm handheld applicatin. Suspensin, Expulsin, Detentin As the user clicks n each dispsitin individually, the status cde in the Type clumn changes t ne f the fllwing. Fr each dispsitin t be exprted t the handheld device, click n the dispsitin itself until the crrect Type is assigned. The Type cdes are represented as fllws: 1. I In-Schl Suspensin 2. O Out f Schl Suspensin 3. E Expulsin 4. D Detentin 5. <blank> Nne Quick Reference Guide STI_ STIPalm Basics 1

2 Filter Optins Nte: Student discipline recrds with dispsitins given as Nne <blank> status n this screen will nt be exprted. The status f the student in the exprt is relative t the value f the Date field lcated n the exprt windw. Include Withdrawn: If the QBE filter selected cntains withdrawn students, these students (by default) will nt be included in the exprt. Check this bx t include the withdrawn students in the exprt Memry Limit fr Exprt: Use the spin bx up and dwn arrws t chse an upper limit t the amunt f memry that will be ccupied n the handheld by the current exprt. If the amunt f the exprt (memry) exceeds the available memry n the handheld device, the synchrnizatin will result in a time-ut and n data will be transferred. Calculate and Test Only: Check this bx t test the exprt's memry requirement befre an actual exprt ccurs. Include Schedule: Check this bx t include student's curse infrmatin (curse descriptin, rm number, day cde) fr the current term in the exprt. Guardian: Check this bx t include student guardian infrmatin (guardian name, guardian phne number, emergency cntacts 1 and 2, emergency cntact phne numbers) in the exprt. Attendance: Check this bx t include the student s attendance infrmatin in the exprt. The attendance infrmatin reflects the particular date (and nly that date) entered n the exprt windw. Date: Only includes the dispsitin and attendance status f a student in the exprt fr the date entered. Apply 1. If Calculate and Test Only has been checked, this will calculate the required memry n the handheld t accmmdate the exprt withut exprting the students. The checkbx will be cleared immediately after the test, s that the Apply buttn may be pressed again nce the memry limit has been verified, withut the user having t chse the exprt ptins again. 2. If Calculate and Test Only is nt checked, this cntrl will exprt the students withut testing memry requirements. Cancel: This buttn will clse the exprt windw. Append Exprted Data: Check this bx t exprt multiple STIOffice databases t ne handheld device r t exprt fr several filters within the same STIOffice database. D nt check the bx fr the first exprt, nly fr subsequent exprts. If this ptin is nt selected, the STIPalm database will be replaced by each exprt. Users In the STIOffice main menu, select Utilities STIPalm Users and perfrm the fllwing steps: User Name List: Lists the current STIPalm users 1. Edit: Allws an STIOffice user t insert, change r delete an STIPalm user (handheld device). Insert: Click this buttn t add a new STIPalm user. Change: Highlight an existing STIPalm user and click this buttn t change a particular value r setting related t the user. Delete: Highlight a current STIPalm user and click this buttn t delete the user. Cycle: Check this bx fr repetitive new user entry. Inserting a New User 1 The term User refers t the handheld device(s) that will synchrnize STIPalm data. Quick Reference Guide STI_ STIPalm Basics 2

3 User Name: Enter the name value f the user yu wuld like t add t the user list Active User: Check this bx if the new user is an active user. Users (handhelds) may be made inactive, thereby disallwing thse devices t synchrnize STIPalm Data. View Palm Desktp Users Buttn Palm Desktp User Name: List bx that displays all currently defined Palm Desktp users n this wrkstatin. Cpy All Marked t STIPalm: Press this buttn t add the highlighted (Palm Desktp) users as STIPalm users. Imprt All as Active Users: If this bx is nt checked, the Palm Desktp users will be imprted as STIPalm users but they will nt be marked as active. The imprted users will nt be able t synchrnize STIPalm data until they have been marked as active. Secnd HtSync Operatin: Installing the Data, Frms and Tables The secnd HtSync peratin is respnsible fr installing the frms and tables t the handheld applicatin, alng with any data that has been exprted frm within STIOffice. Nte: The secnd HtSync will require much mre time t synchrnize because the ne-time peratin f transferring the frms that cmprise the STIPalm handheld applicatin must be perfrmed. HtSync Operatin: Transferring Data t the Handheld Applicatin T keep the data n the handheld current, a HtSync peratin shuld be perfrmed immediately after each exprt prcess is perfrmed frm within STIOffice, and an exprt shuld be perfrmed at least nce daily. Handheld Side: STIPalm After the secnd HtSync has been perfrmed, the student infrmatin is available n the handheld via the STIPalm applicatin. T view student infrmatin in STIPalm, perfrm the fllwing steps: Tap the SSTS/Palm icn n the Applicatin Launcher t start the applicatin. When the applicatin starts, the current frm is List View mde. The Students frm may be selected here. Nte: The Students frm is the nly frm available at this pint. Tap the Students frm, which will highlight the frm, and then press Review at the bttm f the List View. The frm (List View) cntaining all the students exprted frm STIOffice will appear. By default, the list f students is srted in whatever rder was specified during the exprt. The rder may be changed if desired. Quick Reference Guide STI_ STIPalm Basics 3

4 List View In the student List View, by default nly ne clumn displays the student name. Chse the dwn arrw with the label default in the tp right crner f the frm, which will display a list f fields t include alng with the student name. Selecting a field in the drp-dwn list will display a secnd clumn that appears t the right f the student list. The list nw displays nt nly the student names, but als the particular field that was selected in the drp-dwn list. T srt student recrds: Tap the arrw next t the Srt Field t select a field by which t srt. The Srt Field drp-dwn bx is lcated at the bttm f the frm, immediately t the right f the rder tggle switch, which is labeled A>Z r Z>A, depending n the current rder. T srt the recrds descending, tap the A>Z icn and the names will srt accrdingly (tap the icn again t srt ascending). Filtering/ Searching: Allws the end user t display n thse recrds that match specified search criteria entered by the end user. Tap the arrw underneath the list f recrds and select the field that is t be used t filter the recrds when applying the filter. On the dtted line, type the search criteria. The search criteria may be typed using either the n-screen keybard r the Graffiti handwriting feature. Tap the search icn (magnifying glass) t perfrm the search and filter the recrds. Only the recrds that match the search criteria will be displayed. Nte: The search will match any sequence f characters listed n the dtted line. T clear the filter, select the X icn lcated t the right f the magnifying glass. Recrd View Once the desired student has been lcated in the list, the Students frm switches t Recrd View and displays the demgraphic infrmatin specific t the selected student. If the field did nt cntain data in STIOffice, the field will nt display in STIPalm Recrd View. Fields may be hidden by turning n the field numbers ptin. T d this, perfrm the fllwing steps: Tap the Menus sft key lcated belw the Hme sft key n the handheld device. This will display the drpdwn menu frm the tp f the screen. Select the Optins menu. Chse the Tggle Field Num frm the menu. Frm this frm (Recrd View), ther sub-frms may be viewed, such as the Guardian, Attendance and Curse infrmatin frms. If any ne f the sub-frm fields des nt display fr a student, the student has n relevance t the field. Quick Reference Guide STI_ STIPalm Basics 4

5 Student Lkup Infrmatin Fllwing is a list f the fields available n the Students frm while in Recrd View. Supplemental explanatins fr sme items are included underneath the item and indented fr clarity. Items marked with an asterisk (*) will nt appear if they are blank r empty fr a specific student. Name Status*: Pssible values are: Withdrawn Expelled Suspensin (ISS) Suspensin (OSS) Clear Withdrawal Date/Discipline Start Date*: If the Status is Withdrawn, this field represents the withdrawal date. If the Status is Expelled, this field represents the expulsin date. If the Status is Suspensin (XXX), this field represents the starting date f the suspensin. Discipline End Date* If the Status is Suspensin (XXX), this field represents the ending date f the suspensin, smetimes referred t as the Return date. Student Number Class Schedule Buttn* Guardian Buttn* Daily Attendance Buttn* Address Address and City Phne Number Area Cde and Phne Number Hme Rm Teacher Grade Level Ethnic Cde Birth Date Scial Security Number Lunch Cde Buses*: Arriving Bus / Departing Bus Lcker & Cmbinatin* Appears as: Lcker (Cmbinatin) Parking Permit/Decal Number* Primary Language* Quick Reference Guide STI_ STIPalm Basics 5

6 Characteristics This field des nt shw any infrmatin while in Recrd View. Tapping the field and switching t Field View will display a list bx with the fllwing five checkbxes: 1. Special Educatin Student 2. English As Secnd Language 3. Limited English Prficiency 4. Vcatinal Student 5. Gifted Student Schedule Frm If student schedules were included in the exprt frm STIOffice, schedules fr applicable students may be access via STIPalm. T view student schedules (Curses) alng with ther pertinent infrmatin, perfrm the fllwing steps: Tap the Curses frm frm within the student Recrd View. Select the drp-dwn arrw lcated at the tp right f the frm t get a listing f the supplemental fields available. The supplemental fields available are listed belw: Perid and Curse Name Student Number Rm Number and Day Cde (Nte: The Day Cde appears enclsed in the parentheses and defaults t *** if nne exist.) Guardian Frm If student guardian infrmatin has been exprted and if the current student has a guardian recrd, that student s guardian and emergency cntact infrmatin may be accessed n the handheld. T view student guardians alng with ther pertinent infrmatin, perfrm the fllwing steps: Tap the Guardian frm frm within the student Recrd View. T search fr supplemental explanatins related t the guardian infrmatin displayed, tap ne f the fllwing fields: Student Number Guardian: Name (Relatin) Phne* Emergency Cntact 1: Name (Relatin) Phne* Emergency Cntact 2: Name (Relatin) Phne* *Fr each f these fields, a questin mark (?) will appear anywhere a field was nt supplied. Fr example, a guardian recrd may lk as fllws: Jhn De (?) , if the Relatin field is empty; r Jhn De (?)?, if bth the Relatin and Guardian Phne fields are empty. Quick Reference Guide STI_ STIPalm Basics 6

7 Attendance Frm If student attendance infrmatin has been exprted and the current student has an attendance recrd fr the date specified during exprt, the student s attendance infrmatin fr that day may be accessed n the handheld. T view student attendance infrmatin, perfrm the fllwing steps: Tap the Attendance frm within the student Recrd View. T search fr supplemental explanatins related t the attendance infrmatin displayed, tap ne f the fllwing fields: Student Number Type 1. A=Allday 2. H=Halfday 3. T=Tardy 4. O=Other Attendance Cde Attendance Type 1. E=Excused 2. U=Unexcused Quick Reference Guide STI_ STIPalm Basics 7