The Academic Planner allows schools to manage a student's academic plan through their entire school career. Academic Planning is a process that requires the use of several tools in Campus and several roles in a school. This study guide covers the components necessary to enable the basic functionality of the Academic Planner.
Credits
Credit Groups
Credit Groups define how credits earned by students are counted on transcripts and are used in tracking a student's progress towards graduation.
Classic View: Grading and Standards > Credit Groups
Search Terms: Credit Groups
Credit Groups define how credits earned by students are counted on the transcripts and are used in tracking a student's progress towards graduation. Credits on the transcript will display chronologically, but a summary of student work is available on the transcript showing the number of credits in each category defined in the Credit Group. Credit Groups do not include the number of credits earned by a student, which is determined by the course's Grading Tasks, but instead organizes credits earned across courses on the student's Credit Summary tab. See the Uses in Campus for more information.
If you are using the Multiple Year Academic Planning functionality, see the Best Practices section.
Credit Groups
Uses in Campus
- Credit Groups are attached to a School on the School Standards tab, which lists all credit parent groups and parent groups for Standards in alphabetical order. If a School is selected in the Campus toolbar when you create a Credit Group, that group will be marked by default on that school's School Standards tab.
- If a Credit Group is NOT marked on the School Standards tab for ANY school, the Credit Group is considered inactive. Any scores on the student's Transcript that are associated with an inactive credit group will display as such in the Transcript Credit Editor when entering a new transcript entry or editing an existing entry. The word INACTIVE displays behind the name of the Credit Group only; the transcript does not print this word.
- Credit Types, the Credit Groups within credit parent groups, are attached to Grading Tasks when they are aligned to Courses. The number of credits earned for that Grading Task are also indicated.
- Credit Groups can be included in Transcripts by selecting the appropriate checkboxes when creating the Transcript Report Preferences. Credit Groups do not need to be selected for a specific School to be added to a Transcript Report.
- Credit Groups are used in Academic Planning (Student Information) to define required credits and to indicate a student's progress towards completion of an academic program.
- The student Credit Summary tab organizes the number of credits the student has earned in each Credit Group and Credit Type. In order to be included on this tab, Credit Groups must be selected in the Transcript Report Preferences AND have scores posted to the Grading Task that includes the Credit Group.
Credit Groups and Credit Types in Campus
Credit Groups vs. Credit Types
Credit Groups are buckets of credit types. They help to organize the credit types. A Group might be high level enough to be at the school level - High School, Middle School, etc. A Credit Type in this setup would be created for each area in which students receive credit - History/Social Studies, English, Science, Mathematics, etc.
Credit Groups are created first and follow a parent/child setup that other areas in Campus follow.
Credit Group Fields
The same fields exist when creating both groups and types.
| Field | Description |
|---|---|
| Name | Displays the name of the credit group/type. |
| PESC Name | PESC Standards are used in the eTranscript process to validate transcript records. See the eTranscript article for more information. If your district is using the eTranscript functionality, a value from this dropdown needs be to populated. |
| Parent Group | Selection indicates the credit group that is associated with this new credit type. When creating a group, leave the Parent Group field blank. This field is only populated when creating a type. |
| Credit Overflow Rollup | This section indicates where the student receives credit when the student has met the credit requirement of the designated credit type and where the additional credit should now be placed. For example, a student takes 4 years of Math and only 3 years are required. The additional credit earned will overflow to Electives. Infinite Campus supports n-tiers of credit roll-ups, so it is possible for Math to roll-up to Academic Electives which roll up to General Electives. This should only be populated on Credit Types. Logic exists to eliminate the possibility of users creating an infinite loop of credit overflow assignment. For example, History Course A overflows to Government and Government Course B overflows to History, a loop is created. To eliminate this, a validation exists when saving the entry to check for any potential loops that may occur. Users must change the selections that are causing the loops before saving. See the Credit Overflow Rollup section for more information and how it relates to Academic Planning. |
| Comments | Enter any comments related to this new group or credit. |
Best Practices for Credit Groups and Credit Types
If you are using Academic Planning functionality:
- Set up a district-wide credit structure. This means all high schools within the district will have the same credit groups, and all middle schools that allow students to earn high school credits have the courses aligned to high school credits. This structure also allows for a student's academic plan to be easily updated if he transfers schools within the district.
- Ensure Credit Types are granular enough to support all programs offered in the district. If a Credit Group is named High School, the Credit Types should be named according to each area of study in which a student can receive credit. This granularity does not need to be to the grade level, just the topic of credit (i.e., English, Math, Science).
Create Credit Groups
- Click the New Group icon. A Credit Group Detail editor displays to the right.
- Enter the Name of the Credit Group.
- Click the Save icon. The new credit group is listed in the Credit Group Tree.
Create Credit Types
- Click the New Group icon. A Credit Group Detail editor displays to the right.
- Enter the Name of the Credit Type.
- Select the PESC Name from the dropdown list, if desired.
- Select the Parent Group from the dropdown list.
- Select the appropriate option for the Credit Overflow Rollup option.
- Enter any Comments about the credit type.
- Click the Save button to finish creating the type.
Credit Overflow Rollup
This is necessary if you are using Academic Planning.
The Credit Overflow Rollup field will redirect excess credits from the current credit type. Once the current credit type has met its credit requirements, any additional credits will be placed in the credit type designated by the value in the Credit Overflow Rollup field.
The Credit Overflow Override field is set for a single course Grading Task. It is used to roll credits when the current credit type has met its credit requirements. The credits from the course will first try to roll up to the override credit type. If that credit type has met its requirements, it will then look at the overflow setup for the course's credit type.
Credit Overflow Rollup Field
Credit Overflow Rollup In Practice
Taking four years of math meets the credit requirement of three years required by the state. The extra credit goes toward meeting the elective credit requirement, using the Credit Overflow Rollup field.
Campus supports n-tiers of credit rollups, so it is possible for Math to rollup to Academic Electives which roll up to General Electives. Campus also supports n-trees of credit rollups so it is possible for Math to roll up to Academic Electives and then Physical Education rolls up to General Electives for two separate end buckets.
Credit Overflow Override in Practice
A particular course may be able to count towards more than one credit type. For example, a particular CTE course may fulfill a science credit or a math credit. This course would be set up with its default credit type of Math and an override rollup credit type of Science.
If the student has completed their math requirement, this course would be counted as a science credit (only if a science credit was still needed). If both credit requirements were met, then the default rollup would occur, likely going from math to elective credit.
Course Grading Task Detail - Credit Overflow
Best Practices for Credit Overflow
- If a credit is moved from overflow in one credit type to another, and the second credit type is full, the credit keeps moving until a credit type is found that hasn't met the minimum credit amount or a credit type that doesn't have the Credit Overflow Rollup set.
- The Grad Progress tool will display the correct credits for:
- each credit group total
- each grade level/credit group field
- each grade level total
- each overflow total
- and the overall total
- The Course Plan displays the correct credits for:
- each credit group
- each grade level
- each overflow credit that is counted in the correct credit group
- all completed courses
Set Credit Overflow Rollup
- Create Credit Groups, following the procedures listed listed above.
- Create Credit Types, following the procedures listed above.
Set Credit Overflow Override
- Search for a Course and navigate to the Grading Tasks tab.
- Select the Grading Task where the student receives credit (usually a Semester or Trimester grading task).
- Verify the Credit Type selected is the correct one. If not, select the correct one.
- Set the desired credit type option for the Credit Overflow Override field. This selection is the one in which the student receives credit if the student has met the desired credits.
Save
Course Set Up
Course Masters
A Course Master defines elements of courses from a district level, providing courses with the same number, naming convention, and setup for grading throughout the district. Changes made to the Course Master are also applied to the courses at the schools.
Tool Search: Course Master Information
A Course Master defines course elements of courses from a district level, so all schools are using the same number and naming convention for courses, as well as the same setup for grading. Course Catalogs need to be created first before creating Course Masters. A Course Catalog is a collection of Course Masters that is then attached to the school. Changes made to the Course Master are also applied to the courses at the schools if fields have been locked.
Course Master Information
Courses that exist prior to creating Course Masters are not automatically linked to the newly created Course Master.
If Grading Tasks, Standards and Assessments are locked on the Course Catalog, that information displays with a lock icon at the Course level and cannot be deleted unless they are removed from the Course Master.
Course Master Workflow
| Step | Campus Location | |
|---|---|---|
| 1. | Create Course Catalogs for the district. | Grading and Standards > Course Catalogs |
| 2. | Assign the Course Catalog to the school. | System Administration > Resources > School |
| 3. | Create Course Masters for the district. | Grading and Standards > Course Masters > Course Master Info |
| 4. | Add Grading Tasks to the Course Master. | Grading and Standards > Course Masters > Grading Tasks |
| 5. | Add Standards to the Course Master. | Grading and Standards > Course Masters > Standards |
| 6. | Add Categories to the Course Master. | Grading and Standards > Course Masters > Categories |
| 7. | Add Assessments to the Course Master. | Grading and Standards > Course Masters > Assessments |
| 8. | Establish Grade Calc Options for the Course Master. | Grading and Standards > Course Masters > Grade Calc Options |
| 9. | Push the Course Master to the Courses. | Grading and Standards > Course Masters > Course Master Info > Push to Courses |
| 10. | Copy Course Master information to other Course Masters. | Grading and Standards > Course Masters > Course Master Info > Copy |
| 11. | Use the Push ALL Course Masters tool to update the Course Catalog with the latest Course Master data. | Grading and Standards > Push All Course Masters |
| 12. | Use the Push ALL Courses tool to update all courses in the selected calendar with the latest Course data. | Grading and Standards > Push All Courses |
Course Master Information
Like the Course Editor, the Course Master Info tool is organized into the following sections:
Some fields may be localized and therefore may not be defined in this table.
Course Master Detail
The Course Master Detail editor contains the basic fields for the course master. These fields, including those that may be state specific, are also included on the Courses tab in the Course Information editor. For Course Masters, the selection of a Course Catalog is required.
Field | Description | Ad hoc Field Name |
|---|---|---|
Number | This number is used for identification, searching, and making requests. It will appear on student schedules and transcripts. Spaces are not allowed at the beginning or end of this field. Numbers or letters can be entered. Course numbers must be unique for each Course Master in each school. | courseInfo.courseMasterNumber |
Name | A more descriptive identifier, the course name is visible in many places in Campus and can be up to 30 characters in length. Spaces are not allowed at the beginning or end of this field. | courseInfo.CourseMasterName |
Standards-based | This checkbox indicates if this course will be graded using a traditional grading scale or aligned with a standards area. | This fields is not available in Ad hoc. |
Active | This checkbox indicates if the course is active and therefore available for requests and scheduling. | This field is not available in Ad hoc. |
Exclude from State Reporting | When marked, course information is not included in any state reports. | courseInfo.stateReportExclude Reports a value of zero (0) when the checkbox is not marked or a value of 1 when the checkbox is marked. |
External LMS Exclude | If a district is sharing Campus data with an external learning management system, this checkbox can be used to exclude specific records from being shared. This designation also applies to all Courses associated with this Course Master. If the Exclude checkbox is marked for the School or Calendar associated with this Course Master, that designation also applies to this Course Master. | courseInfo.externalLMSExclude Returns a value of 0 if the checkbox is not marked; returns a value of 1 if the checkbox is marked. |
Course-Only Curriculum | Marking this checkbox prevents teachers from aligning assignments aligned to sections in this course to sections in any other courses. Normally, teachers can align an assignment to any section they teach, including those in multiple sections. This option restricts that ability; if an assignment is aligned to a section in this course, only other sections of the same course can be selected in the Section Selector of the assignment. | courseInfo.courseOnlyCurriculum Reports a value of zero (0) when the checkbox is not marked or a value of 1 when the checkbox is marked. |
Subject Type | A field that indicates whether the content of the course is considered Core (Secondary), Elementary, Special Education, or none of these (N/A). | courseInfo.subjectType |
Core Academic Class | When Subject Type is Core Academic Subject Area (CORE), this field appears with a dropdown list of Secondary Core content areas. | courseInfo.coreSubject |
State Code | A code given to a course that is used in state reports, up to 20 characters long. The entered value can be numbers or letters, decimals or special characters. See the Responsive Scheduling and Course Management section for this field's impact on responsive courses. | courseInfo.statecode |
Department | This dropdown list contains the departments set in System Administration that can be used to organize courses. Assigning a department to courses helps in the organization of the schedule. When using the scheduling wizard or when searching by department, all courses in that department will be grouped together. | courseInfo.departmentName |
Schedule Load Priority | Indicates priority that should be given to the course during scheduling. | courseInfo.priority |
Max Students | Displays the maximum number of students that can be scheduled into the sections of the course. This field is also on the Section editor; it only needs to be populated in one location (either on the Course editor or the Section editor). Only positive, whole number values can be entered. When using the Scheduling Board to load course sections OR when loading requests for students using the Walk-In Scheduler, this field MUST be populated with a value that is greater than zero. | courseInfo.maxStudents |
Terms | Indicates the number of terms one instance of the course will cover, such as a semester long course that lasts for two terms in a four quarter schedule. For Academic Planning this field is used to calculate the credit a student will receive for this course. This field should not be blank or have a value of zero. This field, along with the Schedules and Periods fields, needs to be populated in order to accurately reflect a student's requested units. | courseInfo.terms |
Schedules | This field indicates the total number of period schedules in which the course will meet. This field, along with the Terms and Periods fields, needs to be populated in order to accurately reflect a student's requested units. | courseInfo.schedules |
Periods | Indicates the number of periods in one day a course is taught. This field, along with the Terms and Schedules fields, needs to be populated in order to accurately reflect a student's requested units. | courseInfo.periods |
Sections to Build | This field indicates to the Scheduling Board how many sections of this course will exist. | courseInfo.sectionsToBuild |
Preferred Room Type | Lists the type of room in which this course can be scheduled. Room types are created in the Attribute/Dictionary. See the Rooms article for more information. | courseInfo.roomType |
GPA Weight | This field indicates that the course contributes to the student’s cumulative GPA calculation. It indicates the impact of the course score in GPA calculations relative to other courses. For example, a school’s score group is on a standard 4.0 scale. A course has a weight of 2. For a student that receives an A (4.0), the GPA value will then equal an 8, thus inflating his calculation. Most often, this field is set to a 1. If the course does not contribute to the GPA at all, leave the field blank.
| courseInfo.gpaWeight |
Bonus Points | This checkbox indicates if bonus points will be used in calculating GPA. | courseInfo.bonusPointsAvail |
Transcript | This checkbox indicates if the course will appear on student transcripts. | courseInfo.transcript Returns a value of 0 if the checkbox is not marked; returns a value of 1 if the checkbox is marked. |
Required | This checkbox indicates if the course is required for graduation. | courseInfo.required Returns a value of 0 if the checkbox is not marked; returns a value of 1 if the checkbox is marked. |
Type | The options available in this dropdown can be edited in the Attribute Dictionary and provide additional filtering fields in Ad hoc Reporting. | courseInfo.type |
Course Level | The options available in this dropdown can be used to indicate level of work demonstrated by that course. It may use a state-defined set of codes or have a state-specific name (like Honors or AP Course). This field is used in eTranscripts. If districts are using the PESC format for eTranscripts, this must be included. | courseInfo.level |
Responsive | Indicates the course allows responsive offerings to be created and scheduled. See the following for more information: | courseInfo.responsive Returns a value of 0 if the checkbox is not marked; returns a value of 1 if the checkbox is marked. |
Activity | The options available in this dropdown can be used to indicate that the course is being used to track an activity such as an athletic team or extra-curricular. It may use a state- or district-defined set of codes. | courseInfo.activityCode |
Homeroom | This checkbox indicates that this course functions as a homeroom. This field is used in scheduling and attendance reports, functions as a sort option when scheduling courses for the next school year. It also causes the teacher's name to print on the Report Card. | courseInfo.homeroom Returns a value of 0 if the checkbox is not marked; returns a value of 1 if the checkbox is marked. |
Allow Student Requests | Indicates that students can request this course through the Portal. When this is not marked, the course displays in the Course Catalog search results with a message that courses can only be added by a counselor, and students are not allowed to request this on the Portal. See the Student Course Recommendations article for additional information. This is used in the Academic Planning process. | courseInfo.requestable |
Allow teacher requests/recommendations | Checkbox indicating that teachers are able to recommend students for this course. When marked, teachers assigned tool rights can suggest courses for the student using Teacher Course Requests and Student Course Recommendations. Additional logic is included with this. See the Teacher Course Requests article for additional information. Student Course Recommendations are used in the Academic Planning process. Teacher Course Requests are used in the Scheduling process. | courseInfo.allowTeacherRequests Returns a value of 0 if the checkbox is not marked; returns a value of 1 if the checkbox is marked. |
Hide Standards on Portal/Campus Student | This field hides the standards assigned to a course master from being viewed on the Portal and Student App. Standards still display for teachers in Campus Instruction. This checkbox is pushed to courses. | This field is not available in Ad hoc. |
Repeatable | Courses marked as repeatable can be chosen by students multiple times to add to their academic plan. This is used in the Academic Planning process. | courseInfo.repeatable Returns a value of 0 if the checkbox is not marked; returns a value of 1 if the checkbox is marked. |
Attendance | Indicates if attendance will be taken during this course. | courseInfo.attendance Returns a value of 0 if the checkbox is not marked; returns a value of 1 if the checkbox is marked. |
Positive Attendance or Unit Attendance | Indicates if attendance recorded for this section is in the form of positive attendance, in which the teacher tracks how long students work in a given course area. If the Positive Attendance Preference is set to No, this field is used as an indicator. If the preference is set to Yes, additional logic is turned on, allowing schools to enter positive attendance data for these courses. | courseInfo.unitAttendance Returns a value of 0 if the checkbox is not marked; returns a value of 1 if the checkbox is marked. |
Expected Hours | When the Positive Attendance Preference is set to Yes, this field displays, indicating the total number of hours of attendance a student enrolled in this class is required to have. Hours can be entered as whole numbers or as decimal numbers up to 6 characters (1000.25, etc.). A maximum value of 8760 hours can be entered. | courseInfo.expectedHours |
Online Learning or Distance Learning | The options in this dropdown can be used to Indicate the type of online learning used to offer the course. It may use a state-defined set of codes. This field is used to populate the same field on the Course Section editor. | courseInfo.distanceCode |
Comments | Area provided for comments related to this course. | This field is not available in Ad hoc. |
NCES Data
The National Center for Education Statistics (NCES) collects and analyzes data related to education. Codes are used in the collecting and processing of data that facilitates the exchange of information to ensure uniform values. In Campus, these codes are assigned to courses on the Course tab, the Course Masters tool and used in the Course Catalog. These fields are also available in the Ad hoc Reporting Filter Designer when generating reports using the Course/Section Data Type.
NCES and SCED options are not editable in the Attribute Dictionary as this is a nationally standardized set of codes. These codes are marked to copy forward by default with newly created calendars.
Although these are National codes, states have a say in what NCES information reports. Because of this, some districts may see different codes for a Subject Area. For example, a state has a SCED Course Identifier of 008: IB Language A (English), but the National requirement is 008: English as a Second Language.
For more information on NCES Data, see the Courses article.
NCES Data Fields
Description Editor
Details of the Course Master can be added in the Description editor, including a summary of what that description is. Details can be entered using the WYSIWYG editor. Information is visible in the Course Catalog and can be viewed by students registering for courses (Course Registration) and planning courses (Academic Plan) in Campus Student, and by counselors adding courses using the Walk-In Scheduler and when building Academic Plans with students.
Changes to this description can only be modified from the Course Catalog.
Course Master Information - Description Editor
Custom Data Elements Editor
The Custom Data Elements editor lists a series of checkboxes, dropdown lists and text entry fields where users can lock certain custom fields with the selected value. When these fields are locked, the values cannot be changed where the data is viewed (i.e., the Courses tab).
Available elements vary between districts and schools. It is the decision and discretion of each building and site to add these elements to best suit the needs of that site.
Selections in the Custom Data Element editor are NOT pushed to courses when the Push to Courses action is performed.
Course Master Information - Custom Data Elements
The locking of fields can only be pushed to one year at a time. There is no All Years option, but saving can be done multiple times with a new year selected each time. Information can be pushed to past, current or future years.
When viewing the information on the Courses tab, the fields populated and locked on the Course Master appear populated and attempts to remove the entered values cannot be completed.
Lock Custom Data Elements
- Mark the custom data element that should be locked (meaning values cannot be changed at the Course level, but can be modified in the Course Master).
- Select the appropriate value for that element.
- Click the Save icon.
Search for Existing Course Masters
- On the Search tab, set the dropdown option to Course Master.
- Enter the search criteria to locate the Course Master.
- Click the Go button. Matching results appear, with the name of the catalog in which the Course Master exists.
- Select the desired option and modify the Course Master as needed.
Search for Course Masters
Locked Fields from Course Catalog
Any field that displays on the Course editor can be locked to limit edits made by other users. When locked on the Course Catalog, attributes for Grading Tasks and Standards remain editable on both the Course Master and Course. However, deletion of existing data on the Course (assigned grading tasks, assessments, etc.) is NOT possible, even if the user has the correct tool rights.
When an item is marked to be locked, changes made to the Course Master are pushed to the courses in the selected calendars. Items that are locked cannot be modified on the Course, with the exception of the following. Behavior for locking these fields is noted below:
- Assessments - when locked, information copies forward and is pushed, but changes can be made to assessments at the course level.
- Terms - when locked, information from the Course Master is pushed to courses, but changes can be made at the course level.
- Schedules - when locked, information from the Course Master is pushed to courses, but changes can be made at the course level.
- Period - when locked, information from the Course Master is pushed to courses, but changes can be made at the course level.
Push to Courses
Any changes made to the Course Master need to be pushed to the courses. Use the Push to Courses option to do this, which will mass update all of the courses in the selected Course Master to have the same information - Grading Tasks, Standards, Categories, Grade Calculations, etc.
Data must be LOCKED in order to push information to courses. Marking fields as locked is done at the Course Catalog level. Custom Course elements have a corresponding lock field on the Course editor.
Users need at least W (Write) rights to Course Master Info in order to use this feature.
Push to Courses
Choose the school year and calendar to which updated Course Master information should be pushed and which data should be pushed and click the Push button. At the end of the process, the number of courses updated displays. Click the OK button to acknowledge this update.
At the time data is pushed from the Course Master, Course level Grading Tasks and Standards will be overwritten when the same task name and term mask is set. Course level Grade Calc Options will be updated with the data that was overwritten.
Course Master data can be pushed to any calendar for a school associated with the Course Catalog. Calendars may have a varying number of periods, terms, schedules, etc. The number of periods, terms and schedules from the Course Master pushes to the destination courses up to the number the destination calendar has. A validation message displays when the Course Master has a greater number of terms, periods, and/or schedules than the receiving calendar. The maximum value pushes to the courses.
If a teacher has already set up Grade Book, Planner or Assignment Overview, Categories and Grade Calculation Options aligned to a Course Master ARE NOT reflected in Campus Instruction. This is to ensure any existing assignments and grades are not modified.
The best time to implement district-level categories is at the beginning of the school year.
Save
Add Course Wizard
The Add Course Wizard provides the data entry for basic course information. This editor contains the same fields and options as the Course editor. The Add Course Wizard can be used for schools that use the Course Master tools and those that do not.
Tool Search: Add Course
The Add Course Wizard provides the data entry for basic course information. This editor contains the same fields and options as the Course editor does. The Add Course Wizard can be used for schools that use the Course Master tools and those that do not.
Add Course
Read - Create and add new courses.
Write - N/A
Add - N/A
Delete - N/A
For more information about Tool Rights and how they function, see the Tool Rights article.
See the Courses article for descriptions of the fields on the Course Editor.
A summary of the course master appears when the course master is selected. Listed in the summary are the following:
- Course Master Name and Number
- NCES Code
- Department
- State Code
- Transcript Posted
- GPA Weight
- Activity Selection
- Type Selection
- Honors Selection
Select the correct course from the Select Course list on the left and click the Select this Course Master button.
Add Course with Course Master
Add Course Editor Fields
The following is a list of fields available on the Add Course editor. Some of these fields may not appear in all states.
Data Element | Definition |
|---|---|
Number | This number is used for identification, searching, and making requests. It will appear on student schedules and transcripts. Spaces are not allowed at the beginning or end of this field. Numbers or letters can be entered. |
Name | A more descriptive identifier, the course name is visible in many places in Campus and can be up to 30 characters in length. Spaces are not allowed at the beginning or end of this field. |
Standards-based | This checkbox indicates if this course will be graded using a traditional grading scale or aligned with a standards area. |
Active | This checkbox indicates if the course is active and therefore available for requests and scheduling. It is also used in the Academic Planning process. |
| State Report Exclude | When marked, course information is not included in any state reports. See the Responsive Scheduling and Course Management section for this field's impact on responsive courses. |
| External LMS Exclude | If a district is sharing Campus data with an external learning management system, this checkbox can be used to exclude specific records from being shared. This designation also applies to all Sections associated with this Course. If the Exclude checkbox is marked for the School or Calendar associated with this Course, that designation also applies to this Course. |
Subject Type | A field that indicates whether the content of the course is considered Core (Secondary), Elementary, Special Education, or none of these (N/A). |
| Core Academic Class | When Subject Type is Core Academic Subject Area (CORE), this field appears with a dropdown list of Secondary Core content areas. |
State Code | A code given a course to be used in state reporting, up to 15 characters long. See the Responsive Scheduling and Course Management section for this field's impact on responsive courses. |
Department | This list contains the departments created in Department Setup that can be used to organize courses. Assigning a department to courses helps in the organization of the schedule. When using the scheduling wizard or when searching by department, all courses in that department will be grouped together. |
Schedule Load Priority | Indicates priority that should be given to a course during scheduling. |
| Max Students | Displays the maximum number of students that can be scheduled into the sections of the course. This field is also on the Section editor; it only needs to be populated in one location (either on the Course editor or the Section editor). When using the Scheduling Board to build course sections, this field MUST be populated with a value that is greater than zero. |
Terms | Indicates the number of terms one instance of the course will cover, such as a semester long course that lasts for two terms in a four quarter schedule. For Academic Planning this field is used to calculate the credit a student will receive for this course. This field should not be blank or have a value of zero. This field, along with the Schedules and Periods fields, needs to be populated in order to accurately reflect a student's requested units. |
| Schedules | This field indicates the total number of period schedules in which the course will meet. This field, along with the Terms and Periods fields, needs to be populated in order to accurately reflect a student's requested units. |
| Periods | Indicates the number of periods in one day a course is taught. This value is most often one. For schools using block scheduling, this number would be two - the student attends the same course for two hours. This field, along with the Terms and Schedules fields, needs to be populated in order to accurately reflect a student's requested units. |
| Sections to Build | This field indicates to the Scheduling Board how many sections of this course will exist. |
| Section Template Group | Indicates to which Section Template Group the course is assigned. This is used in section placement for schools that have a complex schedules (rotating days with different periods on each day, waterfall schedules, biometric scheduling, etc.). If this field is populated, the Terms, Schedules and Periods fields cannot be modified. |
| GPA Weight | This field indicates that the course contributes to the student’s cumulative GPA calculation. It indicates the impact of the course score in GPA calculations relative to other courses. For example, a school’s score group is on a standard 4.0 scale. A course has a weight of 2. For a student that receives an A (4.0), the GPA value will then equal an 8, thus inflating his calculation. Most often, this field is set to a 1. If the course does not contribute to the GPA at all, leave the field blank. If the GPA Weight on a Transcript Course Record is blank/null/zero, the GPA Value for that Course is not included in any Weighted or Unweighted GPA calculations on the transcript. |
| Bonus Points | This checkbox indicates if bonus points will be used in calculating GPA. |
| Transcript | This checkbox indicates if the course will appear on student transcripts. |
| Required | This checkbox indicates if the course is required for graduation. |
| Type | The options available in this dropdown can be edited in the Attribute Dictionary and provide additional filtering fields in Ad hoc Reporting. |
Course Level | The options available in this dropdown can be used to indicate level of work demonstrated by that course. It may use a state-defined set of codes or have a state-specific name (like Honors or AP Course). This field is used in eTranscripts. If districts are using the PESC format for eTranscripts, this must be included. |
| Responsive | Indicates the course allows responsive offerings to be created and scheduled. See the following for more information: |
| Activity | The options available in this dropdown can be used to indicate that the course is being used to track an activity such as an athletic team or extra-curricular. It may use a state- or district-defined set of codes. |
| Homeroom | This checkbox indicates that this course functions as a homeroom. This field is used in scheduling and attendance reports and functions as a sort option when scheduling courses for the next school year. It also causes the teacher's name to print on the Report Card. |
Allow Student Requests | Indicates that students can request this course through the Portal. When this is not marked, the course displays in the Course Catalog search results with a message that courses can only be added by a counselor, and students are not allowed to request this on the Portal. See the Student Course Recommendations article for additional information. This is used in the Academic Planning process. |
Allow teacher requests/recommendations | Checkbox indicating that teachers are able to recommend students for this course. When marked, teachers assigned tool rights can suggest courses for the student using Teacher Course Requests and Student Course Recommendations. Additional logic is included with this. See the Teacher Course Requests article for additional information. Student Course Recommendations are used in the Academic Planning process. Teacher Course Requests are used in the Scheduling process. |
| Repeatable | Courses marked as repeatable can be chosen by students multiple times to add to their academic plan. This is used in the Academic Planning process. |
| Attendance | Indicates if attendance will be taken during this course. |
Positive Attendance | Indicates if attendance recorded for this section is in the form of positive attendance, in which the teacher tracks how long students work in a given course area. If the Positive Attendance Preference is set to No, this field is used as an indicator. If the preference is set to Yes, additional logic is turned on, allowing schools to enter positive attendance data for these courses. |
| Expected Hours | When the Positive Attendance Preference is set to Yes, this field displays, indicating the total number of hours of attendance a student enrolled in this class is required to have. Hours can be entered as whole numbers or as decimal numbers up to 6 characters (1000.25, etc.). A maximum value of 8760 hours can be entered. |
| High School Credit | Indicates students taking this course receive high school credit for it. |
| Instruction Method | State-specific field noting how the course was delivered to students. |
| Online Learning | The options in this dropdown can be used to Indicate the type of online learning used to offer the course. It may use a state-defined set of codes. This field is used to populate the same field on the Course Section editor. |
| Hide Standards On Portal/Student App | This field hides the standards assigned to a course from being viewed on the Portal and Student App. Standards still display for teachers in Campus Instruction. Marking this checkbox marks it for all of a course's section upon save. |
| Comments | Area provided for comments related to this course. |
Add a Course
- Enter the new Course Information. Number and Name are required fields.
- Click the Save button when finished. The added information will be saved.
- Navigate to the Courses tool and search for the newly added course.
Add a Course with a Course Master
- Select a Course Master from the list on the left.
- Click the Select this Course Master button. An Add Course Editor will appear.
- Enter the new Course Information. The Number and Name will already be populated.
- Click the Save button when finished. The added information will be saved.
- Navigate to the Courses tool and search for the newly added course.
Multiple Course Masters can be selected at one time. This changes the Select this Course Master button to Batch Add these Course Masters. When the course masters are finished being added, a pop-up displays noting how many courses were added.
Grading Tasks (Course Masters)
The Grading Tasks tab lists the items that teachers grade as part of the grading process. These tasks include mid-term grades, quarter grades, semester grades, etc. These grading tasks are created in the Grading Tasks tool in the Grading and Standards area.
Classic View: Grading and Standards > Course Masters > Grading Tasks
Search Terms: Grading Tasks
The Grading Tasks tab lists the items the teachers grade as part of the grading process. These tasks include mid-term grades, quarter grades, semester grades, etc. These grading tasks are created in the Grading Tasks tool in the Grading and Standards area.
Course Master Grading Tasks Editor
Visit the Course Status tool to view a list of all courses associated with a given course master, see the status of grading setup for each course, and relink courses as needed.
Grading Task Information in Ad hoc Query Wizard
Course Grading Task fields are available in the Query Wizard when using the Course/Section Data type in the Course > Course Information > Grading Task Credit folder.
Grading Task Ad hoc Fields
Course Master Workflow
| Step | Campus Location | |
|---|---|---|
| 1. | Create Course Catalogs for the district. | Grading and Standards > Course Catalogs |
| 2. | Assign the Course Catalog to the school. | System Administration > Resources > School |
| 3. | Create Course Masters for the district. | Grading and Standards > Course Masters > Course Master Info |
| 4. | Add Grading Tasks to the Course Master. | Grading and Standards > Course Masters > Grading Tasks |
| 5. | Add Standards to the Course Master. | Grading and Standards > Course Masters > Standards |
| 6. | Add Categories to the Course Master. | Grading and Standards > Course Masters > Categories |
| 7. | Add Assessments to the Course Master. | Grading and Standards > Course Masters > Assessments |
| 8. | Establish Grade Calc Options for the Course Master. | Grading and Standards > Course Masters > Grade Calc Options |
| 9. | Push the Course Master to the Courses. | Grading and Standards > Course Masters > Course Master Info > Push to Courses |
| 10. | Copy Course Master information to other Course Masters. | Grading and Standards > Course Masters > Course Master Info > Copy |
| 11. | Use the Push ALL Course Masters tool to update the Course Catalog with the latest Course Master data. | Grading and Standards > Push All Course Masters |
| 12. | Use the Push ALL Courses tool to update all courses in the selected calendar with the latest Course data. | Grading and Standards > Push All Courses |
Course Master Grading Task Editor
Before assigning grading tasks to courses, verify the following:
- Grading Tasks have been created in the Grading and Standards area.
- Score Groups have been created in the Grading and Standards area.
- Credit Types have been created in the Grading and Standards area.
The Grading Task editor provides a list of grading tasks and a detail editor showing specific elements of the selected grading task. The following provides a description of the fields on the Course Master Grading Task editor.
Field | Description | Ad hoc Fields |
|---|---|---|
Score Group | Determines the points and/or letter grades that will be used when scoring the grading task. | GradingTaskCredit.ScoreGroupName |
Term GPA | Indicates the weight used when calculating the grade of the student. Refer to the GPA Calculations in Campus article for detailed explanations. | GradingTaskCredit.TermGPA |
Credit | Indicates the amount of credit the student receives upon completion of the course or when the course is posted on a transcript. This value depends on the setup of courses. This is usually only populated on those tasks that are posted to transcripts. | GradingTaskCredit.Credit |
Credit Type | Indicates the group of credit the student receives when credit is given. This is used in Academic Planning when tracking the progress of the student towards graduation. | GradingTaskCredit.CreditType |
| Credit Overflow Override | This field is set for a single course Grading Task and is used to roll credits when the current credit type has met its credit requirements. The credits from the course will first try to roll up to the override credit type. If that credit type has met its requirements, it will then look at the overflow setup for the course's credit type. A particular course may be able to count towards more than one credit type. For example a particular CTE course may fulfill a science credit or a math credit. This course would be set up with its default credit type of Math and an override rollup credit type of Science. If the student has completed their math requirement, this course would then be counted as a science credit (only if a science credit was still needed). If both credit requirements were met, then the default rollup would occur, likely going from math to elective credit. See the Setting Up Credit Overflow article for more information. | GradingTaskCredit.CreditOverflowName |
Term Mask | Selection indicates when the task is graded. Term masks are always selected when the task is needing to be graded. | This field is not available in Ad hoc Reporting. |
| Post-only Grading Task | Indicates a grading task cannot be aligned to assignments and categories in the teacher's Grade Book. Post-only Grading Tasks are for posting grades only, not for aligning student work. | GradingTaskCredit.PostOnly Reports a value of 1 if the checkbox is marked; reports a value of 0 if the checkbox is not mark. |
Add Grading Tasks to Course Masters
- Click the Add icon. A Course Master Grading Task Detail will display.
- Select the Grading Task to add to the Course Masters from the dropdown list.
- Select the Score Group from the dropdown list.
- Enter the Term GPA weight the student receives.
- Enter the Credit value the student receives.
- If desired, select the appropriate Credit Overflow Override option from the dropdown list.
- Select the Credit Type from the dropdown list.
- Mark the appropriate Term Mask for the grading task.
- If desired, mark the Post-only Grading Task checkbox.
- Click the Save icon when finished.
Any changes made to the Grading Tasks or any other Course Master tab require a push process to the courses. This option is available on the Course Master Info tab.
Delete a Grading Task from a Course Master
- Select the Grading Task to delete from a course from the Grading Task table.
- Click the Delete icon. A warning message will appear indicating the Grading Task is about to be deleted. If the Grading Task is used in a composite grade calculation, that calculation must be edited to not use the Grading Task that's being deleted.
- Click OK to continue or click Cancel.
Copy a Grading Task to Another Course Master
The entire Course Master can be copied from one school to another using the Copy button on the Course Master Info tab.
Use the Copy icon to easily add the Grading Tasks associated with one Course Master (called the Source Course Master) to one or more other Course Masters in the same Course Catalog (called Destination Course Masters). The Copy icon displays when proper tool rights are assigned.
When copying a grading task from one course master to another:
- The Course Catalogs must be the same for the source course master and the destination course master.
- Grading tasks that already exist in the destination course master will not be copied again. This means when five grading tasks are selected to be copied in the source course master, but three of those already exist in the destination course master, only the two that do not exist in the course master will be copied.
- When a Course Catalog is locked for grading tasks, the copy process pushes the grading task to destination courses.
Copy Grading Tasks
- Select a specific grading task to copy or just click the Copy icon without selecting a grading task. When a specific grading task is selected to copy, that grading task is the only one selected to copy; when no grading tasks are selected to copy, all of the grading tasks in that Course Master are automatically selected to copy.
- Select the Source Course Master from the dropdown list. This displays the currently selected course master. To change this selection, begin typing in the dropdown field.
- Mark the Grading Tasks to Copy. Or, clear the selections by clicking the checkbox in the gray Grading Task Name header.
- Select the Destination Course Master:
- All Course Masters: copies task(s) to all course masters in the course catalog.
- Active Course Masters: copies task(s) to all course masters in the course catalog that currently have the Active flag marked.
- Select Course Masters: copies task(s) to the selected course masters. To select a master, type the Number or Name in the search field. Multiple masters can be selected. Click Clear to remove all masters from the list.
- Click the Save button to copy the selected grading tasks to the destination course master. This action saves the selection; the grading tasks are not copied until a school year is selected (see the information below).
When the copy is complete, and the catalog is locked, an alert displays asking to which calendar years the information should be pushed. Select the school year from the dropdown and click OK.
A confirmation displays indicating the selected grading tasks from the Source Course Master have been copied to the Destination Course Masters. At this point, the grading tasks are copied and are displayed on the Course Master Grading Task tab of the Destination Course Master.
If there are no grading tasks to copy, an alert displays indicating all selected grading tasks already exist in the destination course master.
Alert Indicating No Grading Tasks were Copied
To return to the main view of Course Master Grading Task, click the Grading Task List button.
Grading Tasks (Courses)
The Grading Tasks tab lists the items that teachers grade as part of the grading process. These tasks include mid-term grades, quarter grades, semester grades, etc. These grading tasks are created in the Grading Tasks tool in the Grading and Standards area.
Classic View: Scheduling > Courses > Grading Tasks
Search Terms: Grading Tasks
The Grading Tasks tab lists the items the teachers grade as part of the grading process. These tasks include mid-term grades, quarter grades, semester grades, etc. These grading tasks are created in the Grading Tasks tool in the Grading and Standards area.
If you are using the Multiple Year Academic Planning functionality, see the Best Practices for more information.
Course Grading Task
The new Grading Window (released in Campus.1941) does NOT use Active Mask logic. For this reason, the Active Mask checkboxes have been removed as of the Campus.2024 Release Pack (June 2024). Review this article for information on using the New Grading Window.
Read - View grading tasks assigned to the course.
Write - Edit existing grading tasks assigned to the course.
Add - Add new grading tasks assigned to the course.
Delete - Remove grading tasks assigned to the course.
See the Tool Rights section below for more details on what actions can be performed with each right.
Grading Tasks can also be managed at the Course Master level. Icons in the Grading Task List provide more information about each task:
| Icon | Text | Description |
 | Locked to Course Master | Indicates that the task corresponds to a task at the Course Master level. These tasks are not editable in this tool. |
 | Linked Course Catalog Unlocked | Indicates that tasks are unlocked for the whole Course Catalog. These tasks are editable in this tool |
 | Course Master Unlinked | Indicates that the tasks is associated with a tasks at the Course Master level, but that the link with that task is broken. To relink tasks:
|
 | Course Managed | Indicates that the task is managed at the Course level and does not have a corresponding record at the Course Master level. |
Visit the Course Status tool to view a list of all courses associated with a given course master, see the status of grading setup for each course, and relink courses as needed.
Best Practices for Grading Tasks
If you are using Multiple Year Academic Planning functionality:
- If a calendar is assigned a Course Master, the Credit Overflow Override field must be set on the Grading Task tab of the course in the course master.
- If a calendar is not assigned a Course Master, and courses are maintained at each school, the Credit Overflow Override field must be set on the grading task tab of the course.
For districts that have more than one high school and multi-year academic planning is used, it is recommended that Course Masters be created. This reduces the amount of individual course maintenance that needs to be performed.
Grading Task Information in Ad hoc Query Wizard
Course Grading Task fields are available in the Query Wizard when using the Course/Section Data type in the Course > Course Information > Grading Task Credit folder.
Grading Task Ad hoc Fields
Course Grading Task Detail Editor
Before assigning grading tasks to courses, verify the following:
- Grading Tasks are created in the Grading and Standards area.
- Score Groups are created in the Grading and Standards area.
- Credit Types are created in the Grading and Standards area.
The Grading Task Editor provides a summary of the grading task, including its name, assigned credit group and credit type (if listed), the score group, the credit value and the term GPA. It also indicates if that grading task is locked. The locked icon displays when the course is linked to a Course Master, and grading tasks are assigned at the Course Master level. Changes can only be made through the Course Master. Fields are marked as locked on the Course Catalog.
Grading Task Lock Display from Course Master
The Grading Task editor provides a list of grading tasks and a detail editor showing specific elements of the selected grading task. The following provides a description of the fields on the Course Grading Task editor.
Field | Description | Ad hoc Fields |
|---|---|---|
Score Group | Determines the points and/or letter grades that is used when scoring the grading task. | GradingTaskCredit.ScoreGroupName |
Term GPA | Indicates the weight used when calculating the grade of the student. | GradingTaskCredit.TermGPA |
Credit | Indicates the amount of credit the student receives upon completion of the course or when the course is posted on a transcript. This value depends on the set up of courses - whole year courses or semester long courses. This is usually only populated on those tasks that are posted to transcripts. | GradingTaskCredit.Credit |
Credit Type | Indicates the group of credit the student receives when credit is given. This is used in Academic Planning when tracking the progress of the student towards graduation. | GradingTaskCredit.CreditType |
Credit Overflow Override | This field is set for a single course Grading Task and is used to roll credits when the current credit type has met its credit requirements. The credits from the course first try to roll up to the override credit type. If that credit type has met its requirements, it then looks at the overflow setup for the course's credit type. A particular course may be able to count towards more than one credit type. For example a particular CTE course may fulfill a science credit or a math credit. This course would be set up with its default credit type of Math and an override rollup credit type of Science. If the student has completed their math requirement, this course would then be counted as a science credit (only if a science credit was still needed). If both credit requirements were met, then the default rollup would occur, likely going from math to elective credit. | GradingTaskCredit.CreditOverflowName |
Term Mask | Selection indicates when the task must be graded. | N/A |
| Post-only Grading Task | Indicates a grading task cannot be aligned to assignments and categories in the teacher's Grade Book. Post-only Grading Tasks are for posting grades only, not for aligning student work. | GradingTaskCredit.PostOnly Reports a value of 1 if the checkbox is marked; reports a value of 0 if the checkbox is not mark. |
| Exclude from Ed-Fi (WI only) | Indicates the Grading task is not reported to Ed-Fi. |
Add Grading Tasks to Courses
- Click the New icon. A Course Grading Task Detail displays.
- Select the Grading Task to add to the Courses from the dropdown list.
- Select the Score Group from the dropdown list.
- Enter the Term GPA weight the student receives.
- Enter the Credit value the student receives.
- Select the Credit Type from the dropdown list.
- If desired, select the appropriate Credit Overflow Override option from the dropdown list.
- Mark the appropriate Term Mask for the grading task.
- If desired, mark the Post-only Grading Task checkbox.
- Click the Save icon when finished.
Copy Grading Tasks to Another Course
Use the Copy icon to easily add the Grading Tasks associated with one course to another course (called the Source Course) to one or more other courses (called Destination Courses). The Copy icon displays when proper tool rights are assigned.
When copying a grading task from one course to another:
- Grading tasks that already exist in the destination course are not copied again. This means when five grading tasks are selected to be copied in the source course, but three of those already exist in the destination course, only the two that do not exist in the destination course are copied.
- Destination courses cannot be tied to any course masters.
- Grading tasks are copied from one course to another course within the same calendar year.
Copy Grading Tasks
- Select a specific grading task to copy, and then click the Copy icon.Or, just click the Copy icon without selecting a grading task. When a specific grading task is selected to copy, that grading task is the only one selected to copy; when no grading tasks are selected to copy, all of the grading tasks in that course are automatically selected to copy.
- Select the Source Course from the dropdown list. This displays the currently selected course. To change this selection, begin typing in the dropdown field.
- Mark the Grading Tasks to Copy. Or, clear the selections by clicking the checkbox in the gray Grading Task Name header.
- Select the Destination Course(s):
- All Courses: copies tasks to all courses in the calendar.
- Active Courses: copies tasks to all courses in the calendar that currently have the Active flag marked.
- Select Courses: copies tasks to the selected courses. To select a course, type the Number or Name in the search field. Multiple courses can be selected. Click Clear to remove all courses from the list.
- Click the Save button to copy the selected grading tasks to the destination course.
If there are no grading tasks to copy, an alert displays indicating all selected grading tasks already exist in the destination course master.
Previous Version
Grading Tasks (Courses) [.2211 - .2247]
Course Recommendations
Student Course Recommendations
The Student Course Recommendations tool allows teachers to recommend future courses for students. Future courses must be within the same department as the current course and the student must have a future enrollment.
Tool Search: Course Recommendations
The Student Course Recommendations tool allows teachers to recommend future courses for students within the same Credit Type or Department as the current course if the student has a future enrollment. If there is no matching department or credit type in the student's future calendar, any course that can be requested is available for selection.
Recommendations display on the student's Academic Course Plan and are viewable by Counselors.
Using this tool requires certain fields to be marked on the Course editor. Contact your Campus Administrator for more information.
Student Course Recommendations
Student Course Recommendations tool rights grant full access to the tool.
Student Course Recommendations are similar to Teacher Course Requests. The difference is that recommendations are used in academic planning whereas course requests are used in scheduling, meaning the student must have an assigned Academic Program.
Recommendations suggest courses for the next school year, which appear on the student's Course Plan. In comparison, Teacher Course Requests record a teacher's permission for a student to take another course at some point within the same school, courses which appear in the student's Walk-In Scheduler.
The student list populates based on the roster of the Section selected in the Campus toolbar. Dropped students display in red text if the Account Setting is set to include them. All courses linked to the student's future enrollment are searched.
Enter Recommendations
- Begin typing in the Recommended Course field for the course to recommend for the student.
- Click the Save icon when finished.
Recommended courses display on the student's Course Plan.
Only courses that are available display. If a student already planned a course in a future year that is not next year, that course is not available in the Recommended Courses field.
The Student Course Recommendations tool allows teachers to recommend courses for student course plans. This video demonstrates how to create recommendations for future enrollments.
Previous Versions
Student Course Recommendations (Instruction) - Video [.2211 - .2303]
Teachers can use the Student Course Recommendations tool to recommend future courses for student course plans. In this simulation, a teacher would like to make course recommendation for one of her courses.
Graduation Programs
Graduation Programs
Graduation Programs show a student's progress toward graduation based on the requirements entered for the program.
Tool Search: Graduation Program
Graduation programs can be created for a particular school or all schools in the District. Additionally, options are available to limit programs to groups of students based on their Graduation Cohort Year and to define whether programs are available for selection on the Student/Parent Portal.
Graduation Program Detail Editor
Best Practices and Things to Know
Use the following list as a guideline when creating and managing graduation programs for your district and/or school.
- Create one graduation program for each diploma type offered in your district.
- Since graduation programs contain a set of requirements (credit requirements, course requirements, test requirements, etc.), each time any of these requirements change, a new Graduation Program should be created. This ensures those students assigned to a program at any given time have the requirements for that time period.
- Editing an existing Graduation program once it has been assigned to student(s) could adversely affect students assigned to the program.
- Create a basic, general program against which all students can be measured. This program contains the minimum requirements for graduation using the minimum District requirements.
- Create one middle school program that covers all middle school credit requirements. All students would be assigned to this program. Middle schools can use the Course Planner to make multiple year selections and to choose electives. Cohorts would be assigned to students when they get their first high school (9th grade) enrollment.
- Graduation programs can contain recommended courses to pursue as part of a focus area or career path. If available in your state, Academic Programs can also be created for this purpose.
- Graduation programs that are no longer needed should be inactivated instead of deleted, especially if students are assigned to the program.
Graduation Program Detail
| Field | Description |
|---|---|
Name Required | Describes the name of the program. This name can be up to 50 characters in length. |
| Active | Indicates the program is active and can be assigned or chosen by students. When a new program is created, this checkbox is automatically marked. |
| Code | Identifies the program using a State Code or a Classification of Instructional Programs (CIP) code. This code can be a district-defined code or a state-defined code. This field may also be the Program name, the Pathway Name, the State Standard, or Instructional Area Code. For some states, this is a text field to enter the CIP code. In other states, this is a searchable field that includes the Ed-Fi codes for the Program. |
Category Required | Indicates the classification of the program. For Graduation programs, the only available option is Graduation. |
| DPSA Tier | Only used in Minnesota & Wisconsin. Select the tier associated with the Graduation program being set up. |
| Flagged/Flag Image/Flag Color/Flag Preview | When marked, the program displays with an icon next to the student's name in the student header and section Roster. The default selection for a Graduation Program is the Graduate image in orange, but this can be changed to any of the other 30 available images and 12 available colors. Images and colors only display when this checkbox is marked.
|
| State Reported | Indicates the program is reported in state extracts as a means of tracking student progress. In order for this sort of flag to display next to the student's name, the Flagged checkbox must also be selected. |
| Cohort/Graduation Active Start Year | The selected year narrows down the students who are eligible for the program based on the NCLB Cohort End Year fields on their graduation tab. Students who have an NCLB Cohort End Year greater or equal to the Cohort/Graduation Active Start Year have the ability to select this program. If left blank, all students are able to select the program. When assigning programs to students using the Batch Assignment Tool, students who have a Graduation NCLB Cohort Start Year field the same as or later than the year entered in this field can be assigned to the program. |
| Cohort/Graduation Active End Year | The selected year narrows down the students who are eligible for the program based on the NCLB Cohort End Year fields on their graduation tab. Students who have an NCLB Cohort End Year less than or equal to the Cohort/Graduation Active End Year have the ability to select this program. If left blank, all students are able to select the program. When assigning programs to students using the Batch Assignment Tool, students who have a Graduation NCLB Cohort End Year field the same as or prior to the year entered in this field can be assigned to the program. |
| School | If populated, this program is only available to students whose most future enrollment is at the selected school. If not populated, this program is available to students across the district. See the District Programs vs. School Programs section for more information. |
| Available for selection on portal | When marked, the program can be selected on the Portal graduation Planning tool. |
Credit Group Required | This selection controls the display of the Credit Types available when setting and evaluating Credit and Course Requirements. |
| Allow Planning of Alternates | When marked, students and counselors can add alternate courses to the course plan that are scheduled in the event planned courses cannot be placed. This adds an additional section the Course Plan that does not display if this checkbox is not marked. If a counselor removes this selection from a program and students assigned to that program have alternate courses planned, those alternate courses are removed from the student's course plan. See the Course Plan article for more information on planning alternates. |
| Minimum number of Alternate credits next year | Indicates the lowest number of alternate credits a student can add to their course plan. This is required when the Allow Planning of Alternates checkbox is marked. This is a numeric value between 0 (zero) and 999.999. |
| Diploma Type | This selection indicates which diploma type an on-track student receives on the Course Plan Admin tool. |
| HTML Description | Provides information about the program on the Portal graduation Planning. Use the WYSIWYG editor to modify fonts, add graphics, etc. |
Create a Graduation Program
- Select the New icon. A Graduation Program Detail editor displays.
- Enter the Name of the Graduation Program.
- Verify the Active checkbox on the far right is marked. This is automatically marked; if the program should not be available for selection immediately, remove this selection.
- Enter a Code for the Graduation Program. This code may be used in state reports.
- Select a Category for the program.
- (MN Only) Select a DPSA Tier for the program.
- If the program should be flagged (an image displays next to the student's name in Student Information), mark the Flagged checkbox.
- If the program reports to the state (the school receives funding for the program), mark the State Reported checkbox.
- If the program has been marked as Flagged, select an image for the flag and a color to appear next to a student's name when this program is assigned.
- Select the Cohort/Graduation Active Start Year and Cohort/Graduation Active End Year from the dropdown list.
- Select the School to which this program is available.
- Mark the Available for selection on portal checkbox.
- Select the appropriate Credit Group.
- Mark the Allow Planning of Alternates checkbox.
- If Allow Planning of Alternates is marked (step 12), enter the Minimum number of Alternate Credits Next Year value that students can plan.
- Select a Diploma Type from the dropdown list.
- Enter an HTML Description of the Graduation Program.
- Click the Save icon when finished.
The new program appears in the Graduation Program tree with additional options that also need to be set up before the graduation Program is assigned to a student. After creating a program, enter Credit Requirements, Course Requirements, Test Requirements and GPA Requirements.
Copy a Graduation Program
Copying a Graduation Program creates an exact copy of the chosen program with a different name. All pieces of the program are copied - Credit Requirements, Course Requirements, Test Requirements and GPA Requirements.
- Select the program to copy from the Graduation Programs tree.
- Click the Copy Program icon in the action bar.
- An alert message displays, indicating the program is about to be copied. Acknowledge this by choosing OK to continue or Cancel to not copy the program.
- Upon accepting the warning message, the Graduation Program Detail editor updates with the same information that was entered in the original program, plus an indication that it is a copy of another program in the Name field. This naming convention is the same name that the previous program was called with the words Copy(1) at the end of the field.
- Modify this Name to reflect the desired name of the program.
- Review the entered information and make any adjustments needed for this copied program, following the procedures described in the Create a Graduation Program section.
- Click the Save icon when finished. The new program is listed in the Program Administration tree with additional options that also need to be reviewed for accuracy before the graduation Program is assigned to a student.
After copying the program, review the Credit Requirements, Course Requirements, Test Requirements and GPA Requirements.
Copy a Graduation Program
Delete a Program
If a program needs to be deleted, select the program and click the Delete Program icon. An alert message displays asking if the program should really be deleted. Continue with this process by choosing OK or cancel the deletion process by clicking Cancel. If OK is chosen, the program is deleted and is removed from the graduation Programs tree.
Deleting a program completely removes all history of the program, including any record of students being assigned to it.
- If a program was created in error or it was never assigned to students, continue with the deletion.
- If a program is no longer being used, but student have been assigned to it, consider inactivating the program instead of deleting it.
Delete a Program
Deactivate a Graduation Program
Programs can be made inactive by removing the checkmark from the Active checkbox in the Program Detail. Inactive programs display in red text at the bottom of the graduation programs tree and cannot be selected for assignment to a student or chosen on the Portal.
Deactivated Program Display
Assign Credit and GPA Requirements
Administrators can assign a required number of credits for a credit group. This allows Graduation Program requirements to be predicated upon completion of a certain number of courses in a specific Credit Group.
The GPA (Grade Point Average) Requirements editor indicates the overall GPA and GPA per course credit the student in this program needs to successfully complete the program’s requirements.
Tool Search: Graduation Program Setup
The GPA (Grade Point Average) Requirements editor indicates the overall GPA and GPA per course credit the student in this program needs to successfully complete the program’s requirements.
Graduation Programs GPA Requirements
Be aware of any state requirements in place for certain programs. For example, in order for a student to receive a diploma, the Unweighted GPA 4.0 scale might have to be used, but for actual successful program completion, the student may need to get a B (3.0) or higher for advanced courses.
Also note that Custom GPAs can be created to use with the Academic Program. Specific courses can be associated with the Custom GPA, if desired.
GPA Requirements Editor
| Field | Description |
|---|---|
| GPA Calculation | This option determines how the GPA is calculated. For most schools, this will be the standard Cumulative GPA calculation. If custom GPAs are created in the GPA Calculation tool and should be used for this program, select that option. |
| GPA Calculation Type | This option indicates the type of GPA calculation that will be used. The selected calculation type that is used for course requirements also uses this calculation type. Four options are available:
|
| Minimum Overall GPA | Entered numeric value (up to 6 digits) indicates the overall GPA the student must have for successful completion of this program. The selections made in the GPA Calculation and the GPA Calculation Type fields are used when comparing this entered value to the student's cumulative GPA, as follows:
|
| Minimum Overall GPA per Course Credit | Entered numeric value (up to 7 digits) indicates the overall GPA per course credit the student must have for successful completion of this program. The value entered here is compared to the GPA value displayed on the transcript record and the GPA value entered on the Score Group that is assigned to the course. The selections made in the GPA Calculation and GPA Calculation Type fields are used when comparing this entered value to the student's GPA per course, as follows:
This logic displays on the Grad Progress by displaying in red on the Grad Progress Credit Group for those that do not meet the entered value or if the student has zero credits toward the academic program. It also displays on the Course Plan Credit Group for courses that have received a score. If the student does not meet the entered value, the name of the course and the number of credits received display in a pop-up. |
Set GPA Requirements
- Expand the options for the Graduation Program from the Graduation Program tree.
- Select GPA Requirements option. A Graduation Minimums Detail displays
- Select the desired GPA Calculation from the dropdown list.
- Select the desired GPA Calculation Type from the dropdown list.
- Enter the Minimum Overall GPA value for this program.
- Enter the Minimum GPA per Course Credit value for this program.
- Click the Save icon when finished.
Tool Search: Graduation Program Setup
Administrators can assign a required number of credits for a credit group. This allows Graduation Program requirements to be predicated upon completion of a certain number of courses in a specific Credit Group.
For example, if a requirement was that ninth graders must have completed at least two credits of English, there would be a 2 in the Credit Requirements field that corresponded to Grade 09 and Credit Type: English.
If you are using the Multiple Year Academic Planning functionality, see the Best Practices section.
Credit Requirements for Graduation Programs
Entered credit requirements by grade level are the suggested pacing for a student, not a hard requirement that must be followed. If a student wants to take all science requirements in one year, that can be done, if approved by the student's counselor.
Best Practices
Credit requirements are assigned by the grade level and are the suggested pacing to the student, not hard requirements. It only matters that all credit requirements are completed by the end of student's high school career.
- If a Credit Type intentionally is not required for a certain grade level, that credit type does not display in other program tools (Course Planner, Graduation Planning, etc.). A value must be entered for all credit types. For credit types where no requirement exists, enter '0'.
Credit Requirement Layout
The name of the selected program displays just after the editor notes. Before making changes to any values assigned here, verify the desired program is selected.
Credit Requirements Table - Program Name
Credit Types display down the left-hand side of the grid, while grade levels appear in ascending sequence order to the right. Grade levels that have a sequence of zero are not included, as well as grade levels that are excluded from cumulative GPA/Class Rank calculations.
Credit Requirements - Credit Types
Credits are totaled by grade level going down each credit type and across each credit type. An overall total column displays to the right, allowing users to see the entered totals by credit type and by grade level. The very last total cell is the total number of credits a student must have in the selected program.
Grade Level Totals
Totals are calculated by the grade levels (Total row across the bottom) and the Credit Type (Total column on the right), giving a total number of credits the student must have in order to meet the program requirements.
Credit Type and Grade Level Totals
The Display Sequence column determines the order Credit Types display on the Course Plan tool, the Grad Progress tool, and the Academic Planning and Graduation Progress on the Portal. It is also used to order the Credit Types on the Academic Plan Progress Report, the Course Plan Report and in the Transcript Credit Summary display. If no value is entered, credit types display in alphabetic order.
Display Sequence
Credit Requirements Table - Display Sequence
Assign Credit Requirements to a Program
- Select the specific Program from the Graduation Programs tree and expand the options.
- Select Credit Requirements. A credit group matrix displays.
- For each credit type, click in the corresponding grade level cell and enter the number of credits a student must achieve. The entered value must be a positive number (no negative signs) up to six digits (3 before a decimal, 3 after a decimal).
- Click the Save icon when finished. The total credits for each type and grade level is totaled after saving.
When the Graduation Program is created, use the Batch Assignment Tool to assign the graduation program to students en masse, or assign the program to just one student on the Program tab located in Academic Planning.
If there are no credits entered for a credit type, that type does not display on Graduation Progress, Course Planner tabs, the Academic Program Transcript Credit Summary or the Portal unless that credit type also has a Display Sequence entered.
Credit Requirement Validations
The following validations occur when entered credit requirements are saved:
| Validation | Description |
|---|---|
| Invalid Grade Levels | Grade levels in the Credit Requirements grid are validated against the selected calendar. If grade levels do not match, a warning message displays indicating that credit requirements have already been created for the selected program with different grade levels. Users can overwrite the entries by clicking ok or canceling the entered amounts. |
| Invalid Credit Amounts | If a non-numeric value is entered, a warning message displays. If a cell is null or blank, a warning message displays. If a value larger than six digits is entered, a warning message displays. If a negative value is entered, a warning message displays. |
| Invalid Display Sequences | If an incorrect numeric value is entered (not between 0 and 255), a warning message displays. If a non-numeric value is entered, a warning message displays. If a negative number is entered, a warning message displays. |
Create Course Plan Templates
The Course Plan Template allows counselors/administrators to create course plans for graduation programs. When students are assigned to that program, the Academic Planner automatically adds the courses from the Course Plan Template into the student's Course Plan.
Tool Search: Graduation Programs
The Course Plan Template allows counselors/administrators to mass add courses to a student's Course Plan. For example, a graduation program for incoming eighth graders contains all of the core courses high school students must take and pass for the next four years. Instead of adding those courses individually for each student, administrators can create course plans for that graduation program. When students are assigned to that program, the Academic Planner automatically adds the courses from the Course Plan Template into the students Course Plan.
Graduation Program - Course Plan Templates
Additional courses the student wants to plan outside of this template can be added by the student on the Portal using the Academic Planner tool. Additional single courses the counselor wants a particular student to plan can be added using the Course Plan tool in Academic Planning.
Individual changes can still be made for students who need to alter the plan.
Students can take the courses in different grade levels than what the plan suggests. If the template indicates that Algebra I be taken in 9th grade, but the student successfully completed that course in 8th grade, the 9th grade math course might instead be Geometry, which is planned for 10th grade.
When planning for current year, course plan templates apply any course that is on the template for a student who meets the current year planning requirements (no scheduled courses for the current year, no transcript courses for the current year). If planned courses already exist for students in the current year grade level, the Course Plan Template does not apply course plans to the current year grade level. See the Course Plan article for more information on planning for the current year.
Best Practices
This tool is best used for incoming 9th grade students who do not have any existing scores posted to a transcript from a previous high school enrollment. When a program is assigned to a student, students are assigned this template, along with the other program requirements (course requirements, test requirements, etc.). The Course Plan Template courses are automatically added to the student's Course Plan tab. If the student is assigned both a graduation program and an academic program, the academic program courses also display on the Course Plan tab.
Course Plan Templates only add a planned course into a cell if nothing has previously been planned or added to the student's transcript. The Course Plan Template only adds courses to the Course Plan if the box in the Credit Type and Year is blank. It does not append/overwrite if there is a planned course or a course on the transcript in that credit type/year.
In the example below, the student is assigned both a graduation program and an academic program.
Student Course Plan - Assigned to Academic and Graduation Program
This tool can also be used for students who already have scores posted to their transcript. The course plan template does not add courses from a grade level the student has completed (ended enrollment). If a student transfers from another high school in the junior year, and has transcript records for the freshman and sophomore year, courses that are on the template for the junior and senior year are added to the transfer student's course plan for Grade 11 and Grade 12. The columns for Grade 09 and 10 contain the transcript information (from the transfer courses).
Things to Know
For courses like Band or Choir, or other courses that can be taken multiple times throughout a student's high school career, make sure these sorts of courses are marked as Repeatable. Another option is to set these courses up as individual courses for each grade level. 9th graders would have a Band - Grade 09 course, 10th graders would have a Band - Grade 10 course, etc. The Course Plan Template will not add a course to a student's plan that has already been planned, which means a course that could be repeated would not be added.
If the student has already planned courses for future grade levels in a certain credit area, courses from the plan template are not added for that area. If a student already has transcript scores for a course in the plan, it is not added again.
Courses in which the student is already scheduled are not added to the course plan.
Courses cannot be locked on the plan template. This action is only available to a counselor on the student's Course Plan tab.
Using Course Plan Templates is a plan for students' graduation or career tech program. This is not a tool to mass assign actual courses to student schedules. That process is performed using the Scheduling Board and other Scheduling tools.
Course Plan Template Warnings, Alerts and Errors
Just like the display on a student's Course Plan, alerts display on the Course Plan Template when a Planning Rule is violated during the creation of the template. Each time a change is made on the Course Plan, all rules and requirements are reevaluated and updated alerts and messages display. The Course plan does not need to be saved to show these alerts. When the alerts have been satisfied, they will be removed automatically.
Counselors can still save course plans when alerts and warnings exists.
Course Plan Templates - Alerts and Warnings
In the image above, the template has placed a course (1027) in Grade 11 without its prerequisite course (1028) has been planned. Below, the template now has course 1028 planned before 1027, which also causes an error. To correct this, course 1027 needs to be planned in a year before course 1028 is planned. The template can be saved with this alert, but the student will not be able to modify their plan. A warning message displays, indicating such.
Course Plan Templates Saved with Active Alerts
Warnings display when:
- There is a failure in the template that prohibits the student from modifying and saving their course plan.
Alerts display when:
- A grade does not have enough credits planned.
- A credit type does not have enough credits planned.
Students who have an Academic Plan that contains an error will not be able to save changes made to their course plan from the Portal.
- When the Enforce All Rules option is marked as part of the Academic Planner option, students can only save their academic plan if it meets ALL requirements and planning rules that have been established.
- When the Enforce All Rules options is NOT marked, students can save their plan without meeting all requirements, but all planning rules must still be met. Warning messages from failed requirements and failed planning rules display so users can see the issues but still save the entry.
Course Plan Warnings and Alerts
Add Courses to a Plan Template
The courses display based on the selected calendar in the Campus toolbar. To load courses from another calendar, change the Calendar to select courses from selection. Only calendars in which the program is available are available for selection (School selection is populated on the Graduation or Career Tech Programs tab, or the program is available for all schools in the district).
- Click in the text box below the number of credits for a certain grade level. Active courses meeting that credit type display for selection.
- Choose the desired course(s). When they are added, they display the same way a planned course does and the number of credits is updated. The credits assigned to a course appear after the course name.
- Add enough credits for future years as needed.
- Repeat these steps for each credit type. At the end of the process, the student should have a clear idea of what courses need to be taken in each grade level to meet the requirements of the assigned program.
- Click the Save icon when finished.
Click the X next to any added course that does not need to be on the Plan Template. Click the Clear Template button to remove ALL courses from the grid.
Adding Courses to the Plan Template
Batch Assignment
Batch Assignment Tool
The Batch Assignment Tool adds, deletes or modifies the selected flag or programs to (or from) the selected students’ Flags tab, Program (Academic Planning) tab, CTE tab, Programs tab, and Program Session tab.
Classic View: Program Administration > Batch Program Assignment Wizard
Search Terms: Batch Program Assignment Wizard
The Batch Program Assignment Wizard adds, deletes or modifies the selected flag, graduation program, academic program, program or program with sessions to (or from) the selected students’ Flags, Programs (Student Information > Academic Planning), or Programs (Student Information > General) tools.
Students receiving a flag, graduation program, academic program, program assignment or program session are chosen by using filters or by selecting students using the batch add option. The selected flag, program or academic program is assigned as of the entered start date. A student can have multiple assignments of any program type other than graduation. Students are allowed only one graduation program assignment. If the student already has a graduation program assigned to them, it is overwritten when a new assignment is made.
Batch Program Assignment Tool
When assigning programs, students must meet the requirements of the program. For example, students assigned to a graduation program must have the appropriate cohort start and end year information associated with the selected graduation program.
Batch Program Assignment Wizard Editor
The following table defines the options available on the Batch Program Assignment Wizard.
Option | Definition |
|---|---|
| Select Type | This is a list of flags, graduation programs, academic programs, and other programs and related program sessions that can be assigned to students or non-students through the Census Program Participation tools. Graduation and academic programs are labeled as such. |
Select Program Required | Indicates the program that is being assigned. The list of programs is pulled from the Programs tool. This list includes inactive programs as well as active programs. Only programs that do not have program sessions are listed here. When assigning Programs, Program Sessions, Graduation Programs and Academic Programs, only programs that are marked as District Wide and those programs linked to the calendar selected in the toolbar are available for selection. When assigning flags, all flags are available. |
| Display Sessions Occurring in Selected Calendar | Indicates which Program Sessions display for student assignment.
This only applies to Program Sessions. |
Select Program Session Required | Indicates the session of the selected program that is being assigned. Only programs that are marked for Program Sessions are listed here. This field only displays when the Select Type field is set to Program Session. |
Select Mode | Indicates whether the flag or program is being assigned (Add Participation), removed (Delete Participation) or modified (Edit Participation). When editing program participation, existing data can also be modified (when the Overwrite Existing Data checkbox is marked). When using Add Participation an additional checkbox is available for academic programs only labeled Only students with completed requirements. When this checkbox is marked, only students who have completed all of the requirements for an academic program will have that program assigned to them. |
Start Date Required | Entered date is the start date of the selected program or flag, or when the student is first enrolled/assigned in the program or program session. Dates are entered in mmddyy format, or use the calendar icon to select a date. This is required when adding program participation (but not when deleting or editing) |
| End Date | Entered date is the end date of the selected program or flag, or when the student ends enrollment/assignment in the program or program session. Dates are entered in mmddyy format, or use the calendar icon to select a date. |
| Exit Reason | Selection indicates the reason the student is ending participation in the program. These are assigned on the student's Program Participation tool and options are created in the Attribute Dictionary. |
| Status | Selection indicates the student's status in the Program Session. These are assigned on the student's Program Participation tool and options are created in the Attribute Dictionary. |
Select Filter At least one type of filter field needs to be populated. | |
Grades | Students in the selected grade levels will have flag or academic programs added, deleted or edited. Enter a grade level in the field to see matching results, or click in the field to choose from the available options. |
| Ad hoc Filter | When selected, a list of available ad hoc filters will display that will further narrow the list of students available. This field can be used in addition to the grade level selection or instead of the grade level selection. Only those students included in the filter have programs added, deleted or modified. |
| Scheduling Group/Team(s) | When selected, only those students assigned to the selected scheduling group are assigned the program, have the program deleted, or have their program assignment modified. |
Batch Add Hand-select students for program assignments without needing to create an ad hoc filter. This option functions much like the Ad hoc Selection Editor functionality. | |
| Quick Search | Enter or select data to return a list of matching student names. Use one or all of the available fields:
The list of students below the Quick Search changes to only show those students who match the entered Quick Search criteria. |
| Student List | Instead of using the Quick Search fields, manually choose the students to include in the report by selecting the student names in the All Students list, then click the right-facing arrow. Their names move to the Selected Students column on the right. The students in the Selected Students list will have program information added, deleted or edited. Remove selected students from the right hand column by clicking the left-facing arrow. The student name returns to the All Students column. |
The Editor also displays Summary information that lists the selected programs and related data as it is selected.
Batch Program Assignment Tool - Program Session Summary Information
Program Session Dates: When assigning program sessions, the entered start and end dates must be within the selected program session start and end dates.
Max Participants: When enrollment in a program session meets the entered Max Participant number, a pop-up message displays. Additional students can still be added to the program session, but be aware the enrollment has exceeded the entered value.
Graduation Programs: When assigning graduation programs, a warning message displays indicating any graduation program already assigned to a student will be overwritten with the new program. A student can only be assigned one graduation program at a time.
Depending on the amount of students selected when managing programs, the process to add or delete programs may take some time. Please be patient and wait for the confirmation that programs have been modified. Also consider choosing a smaller set of students.
Add Program Participation
Add Program Participation using the Select Filter Options
- Select the program type to add from the Select Type dropdown.
- Select the program to add from the Select Program dropdown.
- If applicable, mark the Display sessions occurring in selected calendar checkbox.
- Select the Add Participationmode.
- A checkbox that can be used to add Only students with completed requirements is available if you are adding participation for an academic program.
- Enter the Start Date for when the student starts in the program.
- Select the Select Filter radio button.
- Enter the Grade(s) of the students, or select an Ad hoc filter from the dropdown list, or enter a Scheduling Group/Team.
- Select the Update button. The selected program will be added to the students in the selected grade levels, ad hoc filters and scheduling teams. The Submit to Batch Option is made available when you have chosen to add participation for an academic program and marked the Only students with completed requirements checkbox.
A pop-up window that notes the total count of programs updated (or, how many students were assigned the program) displays when the Batch Program Assignment tool has completed. Click the OK button on this pop-up to continue.
Batch Add Program Participation using Select Filter Options
Add Program Participation using the Batch Add Options
- Select the program type to add from the Select Type dropdown.
- Select the program to add from the Select Program dropdown.
- If applicable, mark the Display sessions occurring in selected calendar checkbox.
- If applicable, select the Program Sessions from the dropdown list.
- Select the Add Participationmode.
- A checkbox that can be used to add Only students with completed requirements is available if you are adding participation for an Academic Program.
- Enter the Start Date for when the student starts in the program.
- Select the Batch Add radio button.
- Enter the Quick Search options, or select the students from the Student List manually by moving the desired students from the All Students column to the Selected Students column.
- Select the Update button. The selected program will be added to the selected students. The Submit to Batch Option is made available when you have chosen to add participation for an academic program and marked the Only students with completed requirements checkbox.
A pop-up window that notes the total count of programs updated (or, how many students were assigned the program) displays when the Batch Program Assignment tool has completed. Click the OK button on this pop-up to continue.
Add Program Participation using Batch Add Options
Delete Program Participation
Deleting graduation program participation deletes any associated planned courses for a student.
Delete Program Participation using the Select Filter Options
- Select the type of program from the Select Type dropdown list.
- Select the program to delete from the Select Program dropdown list.
- If applicable, mark the Display sessions occurring in selected calendar checkbox.
- Select the Delete Participation mode.
- Select the Select Filter radio button.
- Enter the Grade(s) of the students, or select an Ad hoc filter from the dropdown list, or enter a Scheduling Group/Team.
- Select the Update button. The selected program is removed from the participants in the selected grade levels, ad hoc filters and scheduling teams.
A pop-up window will appear. For any flag or program type other than graduation programs this pop-up window notes the total count of programs updated (or, how many students had the program deleted) when the Batch Assignment tool has completed. Click the OK button on this pop-up to continue. For graduation programs a pop-up window will appear with a warning stating "With the deletion of the student's graduation plan participation, all (# of courses) of their planned courses will also be deleted. Are you sure you want to continue?". You can click OK to proceed or Cancel to cancel.
Delete Program Participation using Select Filter Options
Delete Program Participation using the Batch Add Options
Deleting graduation program participation deletes any associated planned courses for a student.
- Select the type of program from the Select Type dropdown list.
- Select the program to delete from the Select Program dropdown list.
- If applicable, mark the Display sessions occurring in selected calendar checkbox.
- Select the Delete Participation mode.
- Select the Batch Add radio button.
- Enter the Quick Search options, or select the students from the Student List manually by moving the desired students from the All Students column to the Selected Students column.
- Select the Update button. The selected program will be added to the selected students.
A pop-up window will appear. For any flag or program type other than graduation programs this pop-up window notes the total count of programs updated (or, how many students had the program deleted) when the Batch Assignment tool has completed. Click the OK button on this pop-up to continue. For graduation programs a pop-up window will appear with a warning stating "With the deletion of the student's graduation plan participation, all (# of courses) of their planned courses will also be deleted. Are you sure you want to continue?". You can click OK to proceed or Cancel to cancel.
Delete Program Participation using Batch Add Options
Edit Program Participation
Edit Program Participation using the Select Filter Options
- Select the type of program or program session from the Select Type dropdown list.
- Select the program name from the Select Program dropdown list.
- If applicable, mark the Display sessions occurring in selected calendar checkbox.
- If the selected program has a Program Session, select the desired Program Session from the dropdpown list.
- Select the program to edit from the Select Program dropdown list.
- Choose the Edit Participation mode.
- If existing program assignment data should be overwritten, mark the Overwrite Existing Data checkbox. If existing data should not be overwritten, leave this checkbox unmarked.
- If modifying program start dates, enter the correct Start Date. When the Overwrite Existing Data checkbox is marked, determine if the entered date should be included in the overwritten data. If yes, mark the Include checkbox.
- If modifying program end dates, enter the correct End Date. When the Overwrite Existing Data checkbox is marked, determine if the entered date should be included in the overwritten data. If yes, mark the Include checkbox.
- If modifying program Exit Reasons, select the desired option from the dropdown list. When the Overwrite Existing Data checkbox is marked, determine if this field should be included in the overwritten data. If yes, mark the Include checkbox.
- If modifying program Status, select the desired option from the dropdown list. When the Overwrite Existing Data checkbox is marked, determine if this field should be included in the overwritten data. If yes, mark the Include checkbox.
- Select the Select Filter radio button.
- Enter the Grade(s) of the students, or select an Ad hoc filter (both a grade level and an Ad hoc filter can be selected) from the dropdown list, or enter a Scheduling Group/Team.
- Select the Update button. The selected program is modified for the entered dates and reasons for the selected students.
A pop-up window that notes the total count of programs updated (or, how many students had program information modified) displays when the Batch Assignment tool has completed. Click the OK button on this pop-up to continue.
Edit Program Participation using Select Filter Options
Edit Program Participation using the Batch Add Options
- Select the type of program or program session from the Select Type dropdown list.
- Select the program name from the Select Program dropdown list.
- If applicable, mark the Display sessions occurring in selected calendar checkbox.
- If the selected program has a Program Session, select the desired Program Session from the dropdpown list.
- Select the program to edit from the Select Program dropdown list.
- Choose the Edit Participation mode.
- If existing program assignment data should be overwritten, mark the Overwrite Existing Data checkbox. If existing data should not be overwritten, leave this checkbox unmarked.
- If modifying program start dates, enter the correct Start Date. When the Overwrite Existing Data checkbox is marked, determine if the entered date should be included in the overwritten data. If yes, mark the Include checkbox.
- If modifying program end dates, enter the correct End Date. When the Overwrite Existing Data checkbox is marked, determine if the entered date should be included in the overwritten data. If yes, mark the Include checkbox.
- If modifying program Exit Reasons, select the desired option from the dropdown list. When the Overwrite Existing Data checkbox is marked, determine if this field should be included in the overwritten data. If yes, mark the Include checkbox.
- If modifying program Status, select the desired option from the dropdown list. When the Overwrite Existing Data checkbox is marked, determine if this field should be included in the overwritten data. If yes, mark the Include checkbox.
- Select the Batch Add radio button.
- Enter the Quick Search options, or select the students from the Student List manually by moving the desired students from the All Students column to the Selected Students column.
- Select the Update button. The selected program is modified for the entered dates and reasons for the selected students.
A pop-up window that notes the total count of programs updated (or, how many students had program information modified) displays when the Batch Program Assignment tool has completed. Click the OK button on this pop-up to continue.
Edit Program Participation using Batch Add Options
Previous Versions
https://kb.infinitecampus.com/help/batch-assignment-tool-2227-2235
Portal
Portal Preferences
The Display Options allow schools to determine which features appear on the Campus Portal for students and parents. This is a school-wide tab, meaning the high school in a district may have different options selected than a middle school. The Academic Planner may be made available to display in the Portal by selecting its options on the Display Options tab.
Classic View: System Administration > Portal > Preferences > Display Options
Search Terms: Display Options
The Display Options allow schools to determine which tools and data are available in the Campus Student and Campus Parent Portals. This tool is scoped to the school selected in the Campus toolbar.
Options are managed by creating templates and assigning calendars (and schedule structures) to that template. This tool also contains Batch Edit options to simplify making updates to multiple templates or schools.
Portal Preferences - Display Options
A new version of the Display Options tool was released with Campus.2144 in October, 2021. At that time, a template was automatically created based on the Display Options selected for the school and all active calendars for that school were assigned to the template.
Understand the Display Options Tool
The primary view of the Display Options tool lists the Templates created for the school the Calendar(s) assigned to each template. Click the name of the template or calendar to view more information.
For each template, a Status is displayed, as well as which Terms are enabled, if applicable. The status shown indicates whether portal data is enabled for the calendar assigned to the template.
Use the filter options above the table to filter the list by calendars in the Previous, Active and Future school year, or to filter by calendar status.
| The Active year is the School Year currently marked as Active in the School Year Setup tool. |
What does 'Enabled' mean?
If a Calendar (Schedule Structure) is enabled, it means that data is available on the Campus Student and Campus Parent for that calendar. Which data is available is determined by the display options marked in the template that the calendar is assigned to.
If a Term is enabled, it means that Assignment, Attendance, Grades, and Schedule data for that term are available, depending on which display options are enabled.
Which calendars can be enabled?
Calendars can be enabled if they are for the current, active school year, the prior (previous) school year, or in the next (future) school year.
Calendars in the previous school year can be enabled for only 90 days from the Calendar End Date. This is done by extending the enabled status of the calendar. For more information about enabling previous calendars, see the Calendar & Term Settings section below.
For enabled calendars in the active and previous school years, the data available on the Portals is determined by the Display Options selected. For calendars in the future school year, only the Display Options for Academic Plan, Course Registration, Documents, and Schedule tools are applicable. All other data is hidden from enabled calendars in future school years.
Questions? Check out the Portal Preferences FAQ article.
Create a Template
To create a new display options template, click the New Template button at the bottom of the tool. Alternately, open an existing template and click the arrow next to the Save button and then Save & Copy to create a copy of that template as a starting point.
Manage display options by first, creating a template.
Enter a unique Template Name. This is the name that displays in the Display Options tool and when assigning calendars. Enter a Description if desired. Currently, this description only displays in this tool. It may be helpful in providing more information about what data is enabled in the template and how it should be used.
Display Options are grouped in expandable sections by tool. Click Expand All to view all options. When enabled tools are collapsed, an indication in the section heading indicates if the tool is enabled. For many tool, display options can be set individually for Campus Student and Campus Parent. For some tools, when the tool is enabled, additional options display for specific settings. See the Display Options section below for a breakdown of each tool, it's related settings, and examples from the apps. |
Once the desired options for this template are marked, click Save to complete the template. The next step is assigning calendars to the template.
Assign Calendars to a Template
To assign calendars to a template, click the Manage Calendars button at the bottom of the template. Click Assign next to the calendar(s) to assign to this template. Calendars can also be assigned by clicking the calendar name from the main display options screen.
Calendars can only be assigned to one template at a time.
Next, calendars to the template
Calendar and Term Settings
When a calendar is assigned to a template, additional settings display:
Enable calendar when it is in the active or future school year.
When a calendar is enabled, data in that calendar is available in the portals, depending on the options selected. This setting to enable a calendar applies to calendars in the active school year or the future school year. The Active year is the School Year currently marked as Active in the School Year Setup tool. The future school year is the next one.
Keep calendar enabled when it is in the previous school year for X days from Calendar End Date
Keeping a calendar enabled allows parents and students to continue to access a calendar's data past it's end date. This option is especially helpful for data such as Grades and Assignment scores.
Access can be extended for up to 90 days past the Calendar End Date. After that date, the calendar is no longer listed in the Display Options tool and cannot be made available.
Portal Term Settings
Term-specific settings control access to Assignments, Attendance, Grades, and Schedule data.
Terms are automatically enabled based on the term's Start Date based on the automatic preferences selected. Automatically enable all terms according to the first term's Start Date, or enable each term according to it's own Start Date. Select the number of days prior to the Start Date that the terms should be enabled.
Display Options Summary
Below the list of terms is the Display Options Summary, which indicates the template selected for the calendar and indicates which options are enabled.
Display Options
The following describes the available options to display in Campus Student and Campus Parent. An example of the option is provided in the last column.
See the Campus Student and Campus Parent articles for examples of what these apps look like.
Expand sections of the display options to enable tools and specific data elements to display in the portals.
Attention districts who update their Display Options via custom scripts:
Campus has provided a prism call to refresh the portal cache. This call should be run after a script is used to update options using the Task Scheduler. The prism call is: x=portal.PortalDisplay-reloadPortalDisplayOptionsCache
Schedule the task as desired in the Scheduler. The Tool Code for this tool is resources.PortalOptions. Select a Task Type of Java (Prism URL call) and enter the text above in the text box.
| Option | Description | Campus Student and Campus Parent |
|---|---|---|
| Academic Plan | ||
| Enable Academic Plan Tool | Displays information related to a student's course plan. Both the Academic Planner and Course Registration options can be turned on at the same time, but it is not recommended. It is best to have a window of time when students can add courses to their course plan, and a window of time when students can enter course requests. This eliminates the risk of overwriting course requests or planned courses. |  Click to enlarge |
| Enforce All Rules | When marked, students can only save their academic plan if ALL planning rules and requirements have been fulfilled. When it is not marked, students can save their plan without meeting all requirements, but all planning rules must still be met. Warning message from failed requirements and failed planning rules display so users can see the issues but still save the entry. | |
| Require approval by parent/legal guardian | When marked, parent/legal guardians have the option to mark this box indicating they have reviewed the student's academic plan. This field displays as marked when the student views the plan when logged into the portal and when the counselor views the student's Course Plan tab. Parents/guardians can review the student's academic plan and mark this checkbox WITHOUT having the ability to change the programs or course plans. This is helpful in situations where a counselor has worked with the student to create a plan and finalize, but still want parents/guardians to review the selections. | |
| Display Course Fees | Any fees assigned to a course will display when viewing that course in the Course Catalog search results. | |
| Allow portal users to change program | When marked, parents/guardians and students are able to select a different academic plan. When not marked, only district staff (counselors, graduation program planners, etc.) are able to change academic plans for students. | |
| Allow to change course plans | When marked for Campus Student or Campus Parent, allows students and/or parents to add or remove courses from the course planner. Parents/guardians can approve the student's course plan regardless of whether this checkbox is marked. When not marked, only district staff (counselors, graduation program planners, etc.) are able to change academic plans for students. | |
| Access Log | ||
| Enable Access Log tool | Displays the date, time and IP address of successful login attempts. |
|
| Activity Registration | ||
| Enable Activity Registration Viewing tool | Displays Activity Registration information in Campus Parent Portal and Campus Student Portal. Campus finds the student's current enrollment record and checks that school's preference to determine whether Activity Registration information should display. If there isn't a current enrollment record, Campus will use a previous enrollment record to determine if the Activity Registration data can display. |  Click to enlarge |
| Assessments | ||
| Enable Assessments tool | Displays a student's district, state, and national test scores. |
|
| Assessment Display Text - Student/Parent | Enter text in these two editors to display that text at the top of the Assessment tool in Campus Student and Campus Parent, respectively. | |
| Assignments | ||
| Enable Assignments tool | Enables the tool that lists all of a student's assignments for the year. Students can view scores and submit work, as enabled by their teacher. Assignments also display in other areas of Campus Student and Campus Parent, including Grade Book Updates, Today, and the Calendar, as well as the Course detail and Grade detail. |
|
| Display Score Details | Displays the selected details about a students score. Selecting these options also enables notifications when assignments are scored, based on student and parent settings.
| |
| Display Category Details | Displays category data in the grade detail, by clicking a specific task/standard in the Grades tool. Specific options include:
|  Click to enlarge |
| Attendance | ||
| Enable Attendance Tool | Displays the student's attendance events for the school year in the Attendance tool and the Calendar. |  Click to enlarge |
| Display Attendance Comments | Displays the comments attached to attendance events (click second image) (NOT available for Kentucky districts). | |
| Display Positive Attendance Attendance tool only) | Displays attendance for any courses using Positive Attendance functionality (click third image). This option may not display for all states and districts. | |
| Show Unknown Attendance | Enables attendance with a status of Unknown to display within the Portal (ONLY available for Kentucky districts). | |
| Attendance Display Text - Student/Parent | Enter text in these two editors to display that text at the top of the Attendance tool in Campus Student and Campus Parent, respectively. | |
| Behavior | ||
| Enable Behavior Tool | Displays a student's behavior events for the school year. |  Click to enlarge |
| Behavior Display Text - Student/Parent | Enter text in these two editors to display that text at the top of the Behavior tool in Campus Student and Campus Parent, respectively. | |
| Contact Preferences | ||
| Enable Contact Preferences tool | Displays the parent/guardian's message contact information and gives access to the Change Contact Info tool. |  Click to enlarge |
| Allow Update | Students and Parents can update the following contact information from the Contract Preferences tool:
| |
| Course Registration | ||
| Enable Course Registration Tool | Lists the requested courses for the next school year for students. It is recommended that this option be turned on only during registration time. Both the Academic Planner and Course Registration options can be turned on at the same time, but it is not recommended. It is best to have a window of time when students can add courses to their course plan, and a window of time when students can enter course requests. This eliminates the risk of overwriting course requests or planned courses. In order for students (and parents) to enter course requests, the following must be done:
See the Course Registration article for information on requesting courses. |
|
| Documents | ||
| Enable Documents Tool | Allows users to access report cards, transcripts, custom forms, and other types of documents. Note: Report Cards, Transcripts, and configured Schedule reports display in this tool if 'Available in Portal' is selected in the Report Preferences. For report cards, if the Portal - Historical option is marked in the Report Setup, report cards from previous school years will also be available in the Portals. |
Click to enlarge Academic Progress:
Click to enlarge |
| Reports and Plans | The following reports and plans can be enabled:
| |
| Custom Modules | Displays Custom Forms created in corresponding Custom Modules on Portal:
In order for eSignature Custom Forms to display on Portal, the following setup must be done. See each section of the document below for detailed instructions.
| |
| Food Service | Food service options are only available for districts who are Food Service customers. | |
| Enable Food Service Tool | Displays Food Service Account information. This option only affects Food Service-enabled districts. Marking this option for non-Food Service districts has no effect. |
Click to enlarge |
| Display Food Service Balance on the Today screen | Displays the student's food service balance on the today screen. This option is only available in districts | |
| Food Service - Barcode | Food service options are only available for districts who are Food Service customers. | |
| Display Food Service PIN Barcode on the Today screen | Displays the student's Food Service PIN as a barcode in Campus Student and Campus Parent. Students and parents can use the barcode to make Food Service purchases. If the option "Display Barcode of Student Number on Campus Student" is also selected, each barcode displays in its own collapsible area. 
Point of Sale customers who set their student's PINs to be the same as their Student Number do not need this feature if the option "Display Barcode of Student Number on Campus Student" is selected. |  Click to enlarge |
| Grades | ||
| Enable Grades tool | Enables the grades tool, which lists the tasks and standards aligned to the student's courses, as well as in-progress and posted grades (based on the additional options selected). | |
| Display Grade Type | Displays the following types of grades. Selecting these options also enables notifications for grade updates, based on student and parent settings.
| |
| Display Grade Total | Displays the selected Grade Totals:
| |
| Display GPA | Displays the selected grade point average:
| |
| Other |
| |
| Grades Display Text - Student/Parent | Enter text in these two editors to display that text at the top of the Grades tool in Campus Student and Campus Parent, respectively. | |
| Health | ||
| Enable Health Tool | The Health tool lists the student's recorded vaccinations, immunizations and screenings. Separate options display for the following tools:
|  Click to enlarge |
| Learning Tools | ||
| Enable Learning Tools | Displays a list of enabled learning tools, from which students can access learning materials. Learning tools are enabled in the LTI Configuration tool. | |
| Lockers | ||
| Enable Lockers Tool | Displays all Locker assignments for the student. |
Click to enlarge |
| Responsive Schedule | ||
| Enable Responsive Schedule Tool | Displays Responsive Scheduling offerings in Campus Student and Campus Parent. NOTE: Additional setup for responsive scheduling courses is required. See the the Responsive Scheduling article for more information. |
Click to enlarge |
| Schedule | ||
| Enable Schedule Tool | Displays the student's schedule, both in the Schedule tool, and in the Today and Calendar views. Schedules display for enabled terms only. Disable future terms to hide schedules until they are finalized. |  Click to enlarge |
| Display Period Times | Displays Period Times in the student's schedule. | |
| Schedule Display Text - Student/Parent | Enter text in these two editors to display that text at the top of the Schedule tool in Campus Student and Campus Parent, respectively. |
|
| School Choice | ||
| Enable School Choice Tool | Displays data related to school choice and allows parents to accept enrollment when the school has completed processing school choice applications. |
Click to enlarge |
| Student Questions | ||
| Enable Student Questions | Allows students to ask questions of their teachers from the Today screen, which display in the Control Center | |
| Transportation | ||
| Enable Transportation Tool | Displays the bus(es) a student rides to and from school. |
Click to enlarge |
| Transportation Tool Display Text - Student/Parent | Enter text in these two editors to display that text at the top of the Transportation tool in Campus Student and Campus Parent, respectively. | |
| Other Display Options | ||
| Display Student Picture | Displays the student's current picture for parent and student users. |
|
| Display Student Number | Displays the student's district-assigned student number. |
Click to enlarge |
| Display Student State ID | Display's the student's State ID number on the Home page. |  Click to enlarge |
| Display Counselor Email on the Course screen | Displays the email address for the student's assigned guidance/academic counselor. When marked, students or parents can email the counselor to request schedule changes. The counselor's email displays on the Course detail of the Schedule.
|
Click to enlarge |
| Display Blended Learning Group Name | Displays the blended learning group that is active for the student for that day on the Today screen. |  |
Display Barcode of Student Number on Campus Student | Displays a barcode of the student number after the student logs in. The barcode can be used for attendance scanning as part of the Campus Workflow Suite. This option is only available for districts who have purchased the Workflow suite. Point of Sale customers who set their student's PINs to be the same as their Student Number can use this feature. If student PINs are the same as their student number, a terminal equipped with a 2D scanner can read the student's barcode from their mobile device and process the transaction. This feature eliminates the need to distribute a paper barcode and allows contactless payment. |
Click to enlarge |
Previous Version
Reports
Academic Plan Progress Batch
The Academic Plan Progress Batch Report allows counselors and other administrators to view a PDF report of several students' progress on their academic plans.
The Academic Plan Progress Batch Report allows counselors and other administrators the ability to view a PDF report of several students' progress of their academic plan. This same report can be generated one student at a time by printing the Academic Plan Progress report from the student's Academic Planning Progress tab.
Academic Plan Progress Batch Report
Report Logic
This report only generates information for the selected calendar in the Campus toolbar. Multiple calendars cannot be selected.
Only students who are assigned graduation programs are included in the report.
Report Editor
| Data Element | Description |
|---|---|
| Student Filter Options | |
| Grade | Filters the students included in the report to the selected grade level of enrollment. All Grades can be selected. Because this is a complex report, it is recommended that a specific grade level be selected. |
| Ad hoc Filter | Select an existing filter of students. Only those students included in the filter are considered for inclusion in the report. This filter can be selected in addition to a grade level. For example, if the filter includes all students with the last name of A, and the grade level selection is set to 10, only students in grade 10 who also have a last name that starts with A are included in the report population. |
| On-track Status | Select this option to return student who are off-track only (behind in program requirements), on-track only (met or exceeded program requirements) or All Students (on-track status is not considered). |
| Program Filtering Options | |
| Select Program | Reports information for the selected program only. When All Programs is selected, all Graduation Programs and Academic Programs assigned to the students are returned (if Academic Programs are available). When a specific Graduation Program or Academic Program is selected, only information on the selected program is returned. |
| Report Options | |
| Summary | The summary report includes information on the student's assigned graduation program, their on-track status, and the student's progress. |
| Detail | The detail report includes all of the information in the summary report, plus the information on the specifics of the requirement, and allows the selection of the following (one or all):
|
| Sort Options | |
| Student | This option displays students alphabetical by last name. |
| Grade/Student | This option displays students first by grade level of enrollment (09, 10, etc.), then alphabetical by last name. |
| Homeroom Teacher | This option displays students by the homeroom teacher, then alphabetical by last name. |
| Teacher/Period | This option displays students by the selected teacher, period, period schedule and term selected in the corresponding dropdown list. Students who are scheduled as of the last calendar day print on the report. |
| Report Format | The report prints in either PDF or DOCX formats. |
| Report Generation Options | |
| Generate Report | Use the Generate Report button to display the results of the report immediately. |
| Submit to Batch | Use the Submit to Batch option to determine when the report generates. Because this is a complex report, if your selected student number is more than 50, use the Submit to Batch option. |
Generate the Report
- Select the Grades to include in the report.
- Select the Ad hoc Filter to use to further narrow the results of the report, if desired.
- Select the desired On-track Status for the students.
- Select the desired Academic Program.
- Select the desired Report Options and Sort Options.
- Select the desired Report Format.
- Click the Generate Report button or the Submit to Batch button.
Academic Plan Progress Batch Report, Summary View
Acadwemic Plan Progress Report, Detail View
Academic Plan Progress Report, Detail View - DOCX Format
Academic Plan Status
The Academic Plan Status Report indicates whether a student's graduation or academic program is on-track to meet minimum program requirements to graduate. Use this report to look for missing data, errors in student plans, or signs that there may be an error in transcript data or in the setup requirements.
The Academic Plan Status Report indicates whether a student's graduation or academic program is on-track to meet minimum program requirements to graduate. Use this report to look for missing data, errors in student plans, or signs that there may be an error in transcript data or in the setup requirements. You can also use this report to find students who do not have an active assignment to a graduation or academic plan.
Academic Plan Status Report
Report Logic
When used to evaluate student status, this report pulls on-track status and warning messages (missing data, no program assigned, list of credit requirements, etc.) from cached calculated values. These values are updated any time a student, parent or counselor views a student's academic plan. If a transcript post or grading window has passed since the students viewed their courses, update the calculated values using the Course Plan Admin tool.
On-track status is calculated in the following areas:
- Saving Graduation Progress from the Campus Portal (either by the student or parent)
- Saving Grad Progress information
- Saving Academic Plan information from the Campus Portal (either by the student or parent)
- Saving Course Plan information
- Saving Test Requirement information
- Running the Calculate On-Track Status option from Course Plan Admin
Report Editor
| Field | Description |
|---|---|
Select Student Filters Selecting student filters shows a student's progress in their assigned program. | |
| Student and Program Selection | Selection of one of the following radio buttons is necessary:
|
| Grade | Lists all grade levels in the selected calendar. |
| Ad hoc Filter | Lists all filters to which the user has access. |
| On-Track Status | Selection option returns just those students who are currently classified as the chosen status, based on the information in their Grad Progress tool. Options are:
|
Additional Report Options Selecting a program allows a district to evaluate a subset of students towards a specific program, not their assigned program. This can be used with any or all filters chosen above to reduce the subset of data to be analyzed. This option increases the time required to generate the report. The Submit to Batch option is recommended. | |
| Graduation or Academic Program to evaluate | Lists all active and inactive graduation and academic programs. The category assigned to the program displays in parentheses behind the program name. The selection is used as a comparison against the student's currently assigned academic program. |
| Report Format | The report can be generated in either PDF, CSV or DOCX format. |
| Report Generation Options | The report can be generated immediately using the Generate Extract button. When there is a larger amount of data chosen, use the Submit to Batch button, which allows the user to choose when the report is generated. See the Batch Queue article for more information. |
Generate the Plan Status Report to see Current Status
- Select one of the student filter options (described above) for inclusion in the report.
- Select the desired Report Format.
- Click the Generate Report button to display the results immediately, or click the Submit to Batch button to choose when the report generates.
Show all students and progress towards assigned Graduation program option
Generate the Plan Status Report to see Progress Toward Another Program
A school year, school name and calendar must be selected in the Campus toolbar in order to generate this report.
- Select one of the student filter options (described above) for inclusion in the report.
- Select another Academic Program to Evaluate from the dropdown list.
- Select the desired Report Format.
- Click the Generate Report button to display the results immediately, or click the Submit to Batch button to choose when the report generates.
Because of the way the data is pulled from the tables to determine a student's progress towards another program, it is recommended to use the Submit to Batch process.
Show students assigned to and progress towards a specific Graduation or Academic Program option
Report Layout
| Data Element | Description | Type, Format and Length | Campus Database | Campus Interface |
|---|---|---|---|---|
| Student | Reports the student's last name, first name in alphabetical order | Alphanumeric, 50 characters | Identity.lastName Identity.firstName | Census > People > Demographics > Person Information > Last Name, First Name |
| Student Number | Reports the student's locally assigned student number. | Numeric, 12 digits | Person.student Number | Census > People > Demographics > Person Identifiers > Student Number |
| Grade | Reports the student's grade level of enrollment. | Alphanumeric, 2 characters | Enrollment.grade | Student Information > General > Enrollments > General Enrollment Information > Grade |
| Program | Reports either the student's currently assigned program or the selected program to see the student's progress towards that program. If the student is not assigned a program, No Program Assigned displays in this column. | Alphanumeric, 25 characters | Program.name | Student Information > Academic Planning > Program > Academic Program Detail > Program |
| Diploma | Reports the type of diploma the student receives upon graduation and successful completion of the assigned academic program. This is set on the Graduation Program tool. This field is blank when the report is generated for evaluating a student's progress towards another program. | Alphanumeric, 15 characters | ProgramParticipation. Diploma | Programs > Academic Programs > Diploma Type |
| Cohort Year | Reports the NCLB Cohort End Year assigned on the graduation tool. If this field is blank on the student's graduation tool, Missing 9th grade start date on Graduation tool displays in this column. | Numeric, 4 digits | Graduation.cohort YearNCLB | Student Information > General > Graduation > NCLB Cohort End Year |
| On-Track | Indicates the student's on-track status as either yes or no. See the Report Logic section for information on how this is calculated. If the student is on track and has met all requirements, the report indicates the type of diploma the student received and when. | Alphabetic, 3 characters Yes or No | Calculated value, data not stored | Calculated value, data not stored |
| Requirements Not Met | When students are missing requirements for graduation, those credit types are listed. This reports for each requirement that could be reported:
| Alphanumeric, 50 characters | Calculated value, data not stored | Calculated value, data not stored |
Finding Students without an Active Program
This report can also be used to find students who do not have an active assignment to a graduation or academic program.
Show students without an active program option
Report Editor
| Field | Description |
|---|---|
| Select Student Filters |
|
| Grade | Lists all grade levels in the selected calendar. |
| Ad Hoc Filter | Lists all filters to which the user has access. |
| On-track Status | Not available when using these filters. |
| Graduation or Academic Program to evaluate | Not available when using these filters. |
| Report Format | The report can be generated in either PDF, CSV or DOCX format. |
| Report Generation Options | The report can be generated immediately using the Generate Extract button. When there is a larger amount of data chosen, use the Submit to Batch button, which allows the user to choose when the report is generated. See the Batch Queue article for more information. |
Generate the Report to find students without an Active Program Assignment
- Select Graduation Program or Academic Program from the Show students without an active: option.
- Filter by Grade or Ad Hoc Filter if desired.
- Select the desired Report Format.
- Click the Generate Report button to display the results immediately, or click the Submit to Batch button to choose when the report generates.
Report Layout
| Data Element | Description | Type, Format and Length | Campus Database | Campus Interface |
|---|---|---|---|---|
| Grade | Reports the student's grade level of enrollment. | Alphanumeric, 2 characters | Enrollment.grade | Student Information > General > Enrollments > General Enrollment Information > Grade |
| Student | Reports the student's last name, first name in alphabetical order | Alphanumeric, 50 characters | Identity.lastName Identity.firstName | Census > People > Demographics > Person Information > Last Name, First Name |
| Student Number | Reports the student's locally assigned student number. | Numeric, 12 digits | Person.student Number | Census > People > Demographics > Person Identifiers > Student Number |
Previous Versions
https://kb.infinitecampus.com/help/academic-plan-status-report-2124-2235
Course Plan Batch
The Course Plan Batch Report allows counselors and other administrators to view a PDF report of several students' course plans.
Classic View: Program Admin > Reports > Course Plan Batch
Search Terms: Course Plan Batch
The Course Plan Batch Report allows counselors and other administrators the ability to view a PDF report of several students' course plan. This same report can be generated one student at a time by printing the Course Plan Report from the student's Course Plan.
Course Plan Batch Report
Report Logic
This report only generates information for the selected calendar in the Campus toolbar. Multiple calendars cannot be selected.
Only students who are assigned graduation programs are included in the report.
Report Editor
| Data Element | Description |
|---|---|
| Student Filter Options | |
| Grade | Filters the students included in the report to the selected grade levels of enrollment. All Grades can be selected. Because this is a complex report, it is recommended that a specific grade level be selected. |
| Ad hoc Filter | Select an existing filter of students. Only those students included in the filter are considered for inclusion in the report. This filter can be selected in addition to a grade level. For example, if the filter includes all students with the last name of A, and the grade level selection is set to 10, only students in grade 10 who also have a last name that starts with A are included in the report population. |
| Program Filtering Options | |
| Graduation Programs | Filters the programs included in the report to the selected graduation programs. The category assigned to the program displays in parentheses behind the program name. Academic programs are not included. |
| Sort Options | |
| Student | This option displays students alphabetical by last name. |
| Grade/Student | This option displays students first by grade level of enrollment (09, 10, etc.), then alphabetical by last name. |
| Homeroom Teacher | This option displays students by the homeroom teacher, then alphabetical by last name. |
| Teacher/Period | This option displays students by the selected teacher, period, period schedule and term selected in the corresponding dropdown list. Students who are scheduled as of the last calendar day print on the report. |
| Report Format | The report can be generated in either PDF or DOCX format. |
| Report Generation Options | |
| Generate Report | Use the Generate Report button to display the results of the report immediately. |
| Submit to Batch | Use the Submit to Batch option to determine when the report generates. Because this is a complex report, if your selected student number is more than 50, use the Submit to Batch option. |
Generate the Report
- Select the Grades to include in the report.
- Select the Ad hoc Filter to use to further narrow the results of the report, if desired.
- Select the desired Graduation Program.
- Select the desired Sort Options.
- Select the desired Report Format.
- Click the Generate Report button or the Submit to Batch button.
Course Plan Batch Report, PDF Format
Course Plan Batch Report, DOCX Format
Course Projections Report
The Course Projections Report uses planned courses from student academic plans to make course projections for future years.
Classic View: Scheduling > Reports > Course Projections
Search Terms: Course Projections, Projections Report, Projections
The Course Projections Report uses planned courses from student academic plans to make course projections for future years. Section counts are estimated based off of the value entered in the Max Students field on the Course Information editor.
Course Projection Report
Submit feedback for the Course Projections Report by clicking the Feedback button in the bottom right hand corner. This takes you to the Campus Community Course Projections forum topic where you can add your suggestions for this report.
Report Logic
Logic first looks for students who have a future enrollment in the selected school (not the current students who have an enrollment in the selected calendar). From those students who have future enrollments in the selected calendar, the Course Plan Data is used to determine which students are included on the report.
Generate the Course Projections Report
This report requires the selection of a Calendar in the Campus toolbar. To display current student and section counts for comparison to a future year, generate this report in the current calendar.
Click the Generate Report button. The results of the selected calendar display in PDF or DOCX format.
- If departments have been assigned to courses, the report sorts the results in Department order. Courses where a department is not assigned display first with a header of No Department Assigned.
- Years are sorted from active year (first column) up to three additional years in chronological order. In order for future years to display, student course plans must be populated for future years.
- For each year, a total count of the number of students who plan to take the course is listed, as well as a total count of how many sections are needed for each course in each school year.
- The Sections value is calculated based on the number of students who plan to take the course divided by the Max Students value of the course based on the scope year and calendar. If there is a remainder of students greater than 60% of a section, another section is added.
Course Projections Report for Current Year, DOCX Format
Course Projections Report for Future Years - PDF Format
Calculate On-Track Status
The Calculate on-track status mode of the Course Plan Admin tool calculates each student's status toward successful completion of the assigned Academic Program.
Tool Search: Course Plan Administration
The Course Plan Administration tool performs operations to lock and unlock course plans, clear parent/guardian approval, calculate program on-track status, post diplomas and planned courses to Course Requests for scheduling for multiple students at once, post certifications and seals, and update student status. Minnesota districts also see a mode to calculate direct post secondary admission tier. Use this tool after students have entered Course Plans and counselors have reviewed course plans.
Choose different options by selecting the appropriate mode from the Select Mode dropdown list.
Course Plan Administration
Calculate On-Track Status
This mode calculates each student's status towards successful completion of the assigned Academic Program. This process looks at each student's Progress or Course Plan tab and caches the calculation each time those tools are viewed or saved. This allows the status and corresponding error messages to be available in Ad hoc Reporting.
Calculate on-track status Mode
- Select the Calculate on-track status mode from the dropdown list.
- Click the Submit to Batch button. A Batch Queue Reporting Options window displays.
- Select the desired options of High Priority or Keep Until I Delete, and indicate the Start Date/Time.
- Click OK when finished.
- When the report has completed, click the Get the report link in the Batch Queue List. The report displays in PDF format, listing the operation performed, the calendar ID from the calendar selected in the Campus toolbar, and the number of calculations performed.
Results
Clear All Parent and Legal Guardian Approvals
The Course Plan tool contains a checkbox that indicates the parent/guardian approved the student’s plan based on the parent’s selection of the Approved by parent/legal guardian checkbox on the Portal Academic Planner screen.
Choosing the Clear all parent/legal guardian approvals mode removes these marks, allowing an annual review to be performed. This action should be done before course plans are modified for the next school year.
Clear all parent/legal guardian approvals Mode
- Select the Clear all parent/legal guardian approvals mode from the dropdown list.
- Click the Run button when finished.
- A pop-up message indicating approvals have been cleared displays. Click OK to acknowledge this.
Create Course Requests
This mode takes the courses selected in the students' course plan for the next grade level and creates them as scheduling course requests. This should be done after calendars and enrollments are rolled forward for the next school year, and teachers have entered Course Recommendations for students.
Once planned courses have been created as course requests, those courses are considered a priority and display in bold on the Request Batch Report .
- Courses from a course plan replace all previously created course requests for that student.
- Students without a course plan will leave their existing course requests unchanged.
- Changes to course plans will not automatically update course requests.
Ensure that you are creating requests in the future calendar that you are planning to schedule.
Create course requests Mode
- Select the Create Course Requests mode from the dropdown list.
- Click the Run button.
- A pop-up message indicating course requests were saved displays. Click OK to acknowledge this.
Lock Course Plans
This mode locks courses in the student's Course Plan for the selected calendar for the grade level in which they will be enrolled. Locked course plans can only be modified by a counselor. Future years will remain unlocked.
Lock course plans Mode
- Select the Lock Course Plans mode from the dropdown list.
- Click the Run button.
- A pop-up message indicating course plans have been locked. Click OK to acknowledge this.
Unlock Course Plans
This mode unlocks courses in the student's Course Plan for the selected calendar for the grade level in which the student is currently enrolled. When courses on a course plan are not locked, students have the ability to make changes using the Academic Planner tool in the Portal.
Plans that are locked can only be modified by a counselor.
Unlock course plans Mode
- Select the Unlock Course Plans mode from the dropdown list.
- Click the Run button.
- A pop-up message indicating course plans have been unlocked. Click OK to acknowledge this.
Post Certifications
This mode will post certifications for students who have met the criteria previously set for an Academic Program.
Post certifications mode
- Select the Post certifications mode from the dropdown list.
- Change the Effective Date if needed. It defaults to the current date.
- Choose program(s) to post certifications for from the Select Academic Programs options. You will only see programs listed here that have certification criteria defined for them in Academic Program Setup.
- Add a Certification Date if desired. This is not a required field. If a date is entered here, it will only be added for assessments that do not already have a date associated with them.
- Mark the Passed Certifications Only checkbox if you do not want to record attempted certifications.
- Click the Submit to Batch button. A Batch Queue Reporting Options window displays.
- Select the desired options of High Priority or Keep Until I Delete, and indicate the Start Date/Time.
- Click OK when finished.
- When the report has completed, click the Get the report link in the Batch Queue List. The report displays in PDF format, listing student number, student name, program name, certification name and passed status.
Post Diplomas
This option ONLY evaluates graduation plans for twelfth grade students.
This mode recalculates a 12th grade student's on-track status, and for those students who meet the requirements of their assigned graduation program, a diploma associated with their program is awarded to them.
- If a student's Graduation Diploma Type is already populated, the other Diploma fields and Enrollment fields will NOT be updated.
- If the student's on-track status is Yes and Diploma Type is empty, the Diploma Type field populates, along with the Diploma Date and Diploma Period (fall, spring, etc.).
- If the student's on-track status is No, none of the diploma fields will be updated.
To update the Enrollment End Date and End Status on the Enrollment record, the Enrollment End Date and End Status values must be entered on this tool. A student's enrollment record will only be updated if both of the enrollment fields are empty.
To end enrollments without populating the Diploma Type field on the Graduation record, use the Enrollment End Batch tool.
Post diplomas Mode
Graduation Options
The Post Diplomas mode contains the following fields that need to be populated before this mode is completed.
| Field | Description |
|---|---|
| Effective Date | Defaults to the current date. Students who do not have an active enrollment on the date entered will not have diplomas posted. |
| Select a Graduation Program | Selection indicates the program for which diplomas will be posted. All active graduation programs are available for selection. There is no logic associated with program hierarchy, meaning any program can be selected without adverse affects, as long as twelfth grade students are assigned to that program. |
| Diploma Type | The Diploma Type set on the Graduation Program is populated for the student on his graduation tab, unless this value has already been populated there. |
| Diploma Date | Indicates the date the diploma was received, usually the last day of school. This date is populated on the graduation tab. |
| Diploma Period | Indicates the time of year the student received the diploma. This date is populated on the graduation tab. |
| Enrollment End Date | Indicates the date the student's enrollment ended. This may be the same date the diploma was received or it could be a different date. It officially ends the student's enrollment, so ensure all grades and reporting have been completed before populating this information. |
| Local End Status | Indicates the reason the student's enrollment ended. For this purposes, use the reason most closely linked to student graduated. This value populates the student's Local End Status and State End Status fields on the enrollment record. |
- Do not run Post diplomas prior to final grading.
- Updating diploma fields and enrollment fields when the enrollment end date is before grading functions are completed will end each roster record before students have been graded. This causes the in-progress courses to be removed from the Grad Progress logic, and the Academic Plan Progress Report will show the student as not being on-track.
- Select the Post Diplomas mode from the dropdown list.
- Update the Effective Date if needed.
- Select a Graduation Program from the dropdown list.
- If necessary, enter a Diploma Date and Diploma Period.
- If necessary, enter an Enrollment End Date and Local End Status.
- Click the Submit to Batch button. A Batch Queue Reporting Options window displays.
- Select the desired options of High Priority or Keep Until I Delete, and indicate the Start Date/Time.
- Click OK when finished.
- When the report has completed, click the Get the report link in the Batch Queue List. The report displays in a new browser window, listing the operation performed, the calendar ID from the calendar selected in the Campus toolbar, and the number of diploma posted.
Post Diplomas Result
Post Seals
The Post Seals mode is used to post seals for students who have met the requirements set for an academic program. A student must have a graduation record in order for seals to post. Seals will be posted to the Graduation tool.
Post Seals Mode
In order for seals to post for an academic program to the graduation tool, Seal must be selected as the Program Type when the academic program is created in Academic Program Setup.
Academic Program Detail
- Select the Post Seals mode from the dropdown list.
- Update the Effective Date if needed.
- Select the Academic Program(s) to post seals for.
- Enter a date in the Date Earned field.
- Click the Submit to Batch button. A Batch Queue Reporting Options window displays.
- Select the desired options of High Priority or Keep Until I Delete, and indicate the Start Date/Time.
- Click OK when finished.
- When the report has completed, click the Get the report link in the Batch Queue List. The report displays in a new browser window.
Calculate Direct Post Secondary Admission Tier (MN & WI)
This mode will calculate a student's highest tier attained for Direct Post Secondary Admissions (DPSA). This Calculation will cycle through GRAD Programs that have been identified lowest to highest for use in DPSA calculation. This process will then post the highest calculated on track Grad Program to each 12th grade students enrollment for the following fields DPSA calculated Tier & DPSA Reported Tier. This calculation will be run on demand and write or overwrite the calculated value each time the process is run. Upon completion of the calculation there will be a detail report displaying each student and the tier they were set to.
Calculate Direct Post Secondary Admission Tier Mode
- Select the Calculate Direct Post Secondary Admission Tier mode from the dropdown list.
- Click the Submit to Batch button. A Batch Queue Reporting Options window displays.
- Select the desired options of High Priority or Keep Until I Delete, and indicate the Start Date/Time.
- Click OK when finished.
- When the report has completed, click the Get the report link in the Batch Queue List. The report displays in a new browser window, listing the student name, student number, calendar name, and tier status.
If no graduation program has the DPSA Tier field set, the report will display an error message indicating 'No active Graduation Program has DPSA Tier value set.
For detailed instructions on how to send out the Direct Admission Survey for each DPSA Tier, see the Direct Admission Survey article.
Update Student Status
This mode updates student status based on requirements set in academic plans. Updates to status are dependent on completion of the requirements that have been defined in the Compound Requirements tool for an academic program.
Update Student Status Mode
- Select the Update Student Status mode from the dropdown list.
- Click the Submit to Batch button. A Batch Queue Reporting Options window displays.
- Select the desired options of High Priority or Keep Until I Delete, and indicate the Start Date/Time.
- Click OK when finished.
- When the report has completed, click the Get the report link in the Batch Queue List. The report displays in a new browser window indicating the number of students whose status has been updated. For information related to which students are assigned which status, use the Ad hoc filter designer.
Previous Versions
https://kb.infinitecampus.com/help/course-plan-administration
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