Top Banner
Genesis Student Information System User Documentation 8/29/2007 Page 1 of 35 CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters II. First Steps: Creating Letter Cycles III. Setup: a. Discipline Action Groups b. Action Codes IV. Creating Conduct Letters V. List of Letters VI. Running Letters VII. Printing Letters VIII. Removing Letters
35

Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Mar 16, 2018

Download

Documents

dinhnga
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Page 1: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 1 of 35

CODE OF CONDUCT – CONDUCT LETTERS

I. Introduction to Conduct Letters II. First Steps: Creating Letter Cycles III. Setup:

a. Discipline Action Groups b. Action Codes

IV. Creating Conduct Letters V. List of Letters VI. Running Letters VII. Printing Letters VIII. Removing Letters

Page 2: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 2 of 35

I. Introduction to Conduct Letters How Letters are Triggered Conduct Letters can be triggered for a student in three separate scenarios:

• Scenario 1: The letter is triggered after the student has accumulated a specific number of incidents (e.g. 3). You can specify one particular kind of incident (e.g. cutting class), or you may count all incidents.

• Scenario 2: This is the “total points” method. Each incident is valued at a specific number of penalty points. When the student accumulates that number of points, a letter is generated.

• Scenario 3: A letter is generated by the action given a student as punishment following an incident – e.g. In School Suspension, or Detention.

Combining Letter Types There is no limit to the number of letters you can create. The scenario used is chosen by letter, so that in your overall set of letters you have some that trigger on specific actions – such as a child getting detention – and some that trigger by accumulation of incidents or on a specific type of incident (cutting class, violent behavior). Sample Set of Letters The following is a sample set of Conduct Letters: Letter Description Scenario Trigger Detention Letter Scenario 3 Every time student gets

detention In School Suspension Letter Scenario 3 Every time students gets in

school suspension 1st Incident Letter Scenario 1 First incident of any kind 2nd Incident Letter Scenario 1 2nd Incident of any kind 5th Incident Letter Scenario 1 5th Incident of any kind 3rd Cutting Class Scenario 1 Cutting a class 3 times Excessive Incidents Letter – 10 Scenario 2 Student has accumulated 10

total conduct points Counting Incidents Incidents are counted within “Letter Cycles”. Letter Cycles are also used for the Attendance Letter mechanism. A “Letter Cycle” is a period of time:

• The entire school year (e.g. September 9, 2005 to June 24, 2006) • A month (e.g. January) • A Marking Period (e.g. MP1) • A Semester

Page 3: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 3 of 35

Letter Cycles are set up by you. The Genesis Administrator’s Guide “Setting Up Letter Cycles” describes in detail how this is done. Prerequisites for Conduct Letters Before Conduct Letters can be set up and put into use you must set up the following things:

• Attendance Cycles for your school. These are set up via the functions found on the Setup Schools School Parameters Attendance Cycles List Cycles

screen. • Letter Cycles for your school. These are set up via the functions found on the

Setup Schools School Parameters Letter Cycles List Cycles screen. Instructions for their setup are located in the Genesis Administration - Setting Up Letter Cycles document. A simple setup is also below in Section II: First Steps: Letter Cycles.

• Action Codes. These are the “Action Types” used as triggers for Conduct Letters. They are set up via the functions found on the Setup Codes screen in the “Action Codes” table. Instructions for setting up Codes Tables in general can be found in the document Genesis Administration – Codes Tables. Instructions for setting up Action Codes specifically are found below in Section III: Action Codes.

Page 4: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 4 of 35

II. First Steps: Letter Cycles Setup Schools School Parameters Letter Cycles List Cycles

Figure 1 - Example of a populated Setup Schools School Parameters Letter Cycles List Cycles Screen

Letter Cycles and Conduct Letters Letter Cycles determine the periods of time that you can use to trigger Conduct or Attendance Letters. These must be set up before you can create Conduct Letters.

Page 5: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 5 of 35

Figure 2 - Initial State of the Letter Cycles screen prior to creation of any Letter Cycles

Determining the Status of Letter Cycles To determine whether Letter Cycles have already been set up, do the following:

1. Go to the Setup Schools screen. 2. Click on the “School Parameters” (“P”) button for the School for which you are

setting up Conduct Letters. This brings up the Basic Parameters screen for the selected school and displays all additional Parameters tabs.

3. Select the “Letter Cycles” tab (shown above in Figure 2). 4. Determine whether there are any Letter Cycles in the list. In Figure 2, above, the

list is empty. 5. If the list is empty, proceed below to “Copying Letter Cycles”, page 6. 6. If the list is not empty, proceed below to “Examining Letter Cycles List”, page X.

Page 6: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 6 of 35

Copying Letter Cycles The easiest way to set up Letter Cycles is to copy the existing set of the School’s Attendance Cycles into the set of Letter Cycles. Before you can proceed to do that copy you must determine whether or not the Attendance Cycles themselves already exist.

Verifying that Attendance Cycles are already set up Setup Schools School Parameters Attendance Cycles

Figure 3 – Setup Schools School Parameters Attendance Cycles screen showing existing

Attendance Cycles Determine if Letter Cycles Can be Copied from Attendance Cycles If Attendance Cycles already exist (and they really should if you are proceeding to the creation of Conduct Letters), the Schools School Parameters Letter Cycles List Cycles screen will contain a list like that shown above in Figure 3. If there are no Attendance Cycles, please use the instructions found in the Genesis Administration – Attendance Cycles document to set these up. If there are existing Attendance Cycles, you can proceed to copy these into Letter Cycles, as described below, or you can refer to the Genesis Administration – Letter Cycles document for information on how to set up your Letter Cycles.

Page 7: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 7 of 35

Copy Attendance Cycles into Letter Cycles Setup Schools School Parameters Letter Cycles Copy Cycles

Figure 4 - Copy Letter Cycles screen listing all types of possible cycles to copy

Copying Attendance Cycles into Letter Cycles

1. Go to the Setup Schools screen. 2. Click on the “School Parameters” (“P”) button for the School for which you are

setting up Conduct Letters. This brings up the Basic Parameters screen for the selected school and displays all additional Parameters tabs.

3. Select the “Letter Cycles” tab (shown above in Figure 4). 4. Select the “Copy Cycles” tab (shown above in Figure 4). 5. On the “Copy Cycles” screen, select the types of Attendance Cycles you wish to

copy to Letter Cycles. (e.g. Marking Period, Month, School Year, etc.). Choose the cycles to copy based on how you wish to measure time for Conduct Letters.

6. Click the “Copy Cycles” button (scrolled off the bottom of the screen in Figure 4 above) to perform the actual copy.

Additional information about steps 5 and 6 is given below on the following page.

School Parameters 4th level Letter Cycles tab Letter Cycles 5th

level Copy Cycles b

Possible types of Attendance Cycles to copy to Letter Cycles

Copy Cycles button is hidden, scrolled off screen below

Page 8: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 8 of 35

Copying Attendance Cycles to Letter Cycles, Cont. Setup Schools School Parameters Letter Cycles Copy Cycles

Figure 5 - Copy Letter Cycles screen after Letter Cycles to be copied have been selected

Determining which Attendance Cycles to Copy Do you wish to count incidents independently in each Marking Period? Then you will want to copy the Marking Period Attendance Cycles. If you wish to send certain letters in specific months (e.g. the “September Conduct Letter”), then copy Month Attendance Cycles. If you are unsure of which to copy, copy all of them: this simply provides you with more options when you actually create Conduct Letters. Performing the Copy

1. Check the checkboxes for the Attendance Cycles to copy. 2. Check the “Copy Cycles” button at the bottom of the screen. 3. You will then be shown the “Verification” dialog shown below in Figure 6. Click

“OK” to proceed or “Cancel” to abandon the copy operation.

Possible types of Attendance Cycles to copy to Letter Cycles, now selected for copying.

Copy Cycles button is now scrolled up onto the screen. Click when ready to copy cycles.

Page 9: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 9 of 35

Figure 6 - Copy Letter Cycles Verification Dialog

4. Once you have clicked “OK” to the Verification Dialog, the Copy takes place. 5. You are shown the Copy Confirmation Dialog (shown in Figure 7 below). Click

“OK” to finish.

Figure 7 - Letter Cycles copy confirmation cycle

Once you have finished the copy, your Letter Cycles screen should be populated with a list of Letter Cycles. See below “Examining Letter Cycles”.

Page 10: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 10 of 35

Examining Letter Cycles Setup Schools School Parameters Letter Cycles List Cycles

Figure 8 - Letter Cycles screen after the Attendance Cycles have been copied in

Examining Letter Cycles The reason to examine the list of Letter Cycles is to ensure that you have the cycles you need to implement Conduct Letters for your school. You may wish to add additional cycles based on the needs of your particular school. To examine the Letter Cycles, simply visually scan the list: do you have all the Letter Cycles you need? If not, follow the instructions below to add additional Letter Cycles.

Page 11: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 11 of 35

Add Individual Letter Cycle Setup Schools School Parameters Letter Cycles Add Cycle

Figure 9 - Add Letter Cycle screen

Adding a Single Letter Cycle Adding a new Letter Cycle is simple:

1. Go to the Setup Schools screen. 2. Click on the “School Parameters” (“P”) button for the School for which you are

setting up Conduct Letters. This brings up the Basic Parameters screen for the selected school and displays all additional Parameters tabs.

3. Select the “Letter Cycles” tab (shown above in Figure 9). 4. Click the “Add Cycle” tab to bring up the “Add Cycle” screen (shown above in

Figure 9). 5. Fill out the “Letter Cycle” fields. 6. Click the “Add” button to create the Cycle

Letter Cycle Fields

• Code – This specifies how you would like the new cycle to be known (e.g. “CC1”)

• Description – This is a description of what the cycle actually is (e.g. “Conduct Cycle 1”).

School Parameters 4th level Letter Cycles tab

Add Cycle tab 5th level tab

Cycle Information

Add button. Click to add the new cycle.

Page 12: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 12 of 35

• Start Date – This obviously provides the first day of the cycle. • End Date – This provides the last day of the cycle • Sequence # - This simply positions the new cycle in the list of Letter

Cycles. Note that they are always listed in numerical order according to their “Sequence Numbers”.

The Possibility of Letter Cycles specifically for Conduct Letters There is no limit to the number of Letter Cycles you can create. You may create “Letter Cycles” specifically for the sending of Conduct Letters. For example, you may divide the year up into your own “Conduct periods” and create a cycle for each period. Perhaps you measure conduct in periods of two months. You can create, for example, the following (sample) Letter Cycles just for Conduct Letters: Code Cycle Name Start Date End Date Seq # CC1 Conduct Cycle 1 September 9, 2005 October 31, 2005 201 CC2 Conduct Cycle 2 November 1, 2005 December 23, 2005 202 CC3 Conduct Cycle 3 January 2, 2006 February 28, 2006 203 CC4 Conduct Cycle 4 March 1, 2006 April 30, 2006 204 CC5 Conduct Cycle 5 May 1, 2006 June 24, 2006 205

Figure 10 – Example of the Flexibility Possible with Letter Cycles What additional Letter Cycles you create, if any, is strictly up to how your school wishes to operate.

Page 13: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 13 of 35

III. Setup Discipline Code Groups Setup Codes List of Codes Tables

Figure 11 - Locating the ACTION_GROUPS Code Table on the Setup Codes List of Code Tables

screen Locating ACTION_GROUPS Code Table in the Codes Tables List The Codes Table you will edit is the “ACTION_GROUPS” table. This will contain all of the different “Action Groups” (e.g. Suspension, Detention, Expulsion, Conferences) for Code of Conduct Actions. Definition of an Action An Action is something that is assigned to a student as a consequence of a Code of Conduct Incident. For example, a student might receive:

• Some type of Detention • Some type of Suspension • Some type of Conference with parents, teachers, administrators.

Locate the ACTION_GROUPS code table. This contains the list of “Discipline Action Groups” that can be used as triggers for Conduct Letters

Page 14: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 14 of 35

What is placed in the ACTION_GROUPS table are the major categories or groups of Action: Detention, Suspension, Conference. A sample set of ACTION GROUPS is shown below:

Code Description Sequence

ISS IN-SCHOOL SUSPENSION 40

OSS OUT-OF-SCHOOL SUSPENSION 50

DET DETENTION 60

CONF CONFERENCES 70

REFER REFERRAL 80

WARN WARNING 90

PTSLET POINTS LETTER 100

BS BUS SUSPENSION 110

OTHER OTHER 999

Figure 12 – Sample Set of ACTION_GROUPS

Page 15: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 15 of 35

Viewing the List of Existing Action Groups

Figure 13 - ACTION_GROUPS Codes Table opened for viewing/modification

The ACTION_GROUPS The list of Action Groups defined in the ACTION_GROUPS Code Table are the list of “Actions” that can be used to trigger a “Scenario 3” action-based Conduct Letter. For example, if you wish to be able to generate a “Detention Letter” every time a student gets any form of Detention, then you need to have a “DETENTION” code in this table.

• If you wish to trigger a Conduct Letter every time a student gets “Community Service”, you need to add a “COMMUNITY_SERVICE” code to this table.

• If you wish to trigger a Conduct Letter every time a student gets “In School

Suspension”, this table needs to contain an “IN-SCHOOL SUSPENSION” code (as it does in the example in Figure 12 above).

This table contains your list of “Action” triggers for Conduct Letters. You must set it up accordingly.

Add a new group code here: Fill in all 3 fields and click the Add button.

Examine the list of existing Action Codes to make sure they meet your needs.

Delete buttons

Edit buttons

Page 16: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 16 of 35

IV. Setup Action Codes

Figure 14 - Code of Conduct Setup Action Codes screen

Setup the Action Codes within the Code of Conduct Module Once you have created the ACTION_GROUPS on the Setup Codes screen the ACTION_GROUPS are used here to further specify Action Codes. Here you create an entry for every type of Conduct Action you wish to assign students as a consequence of their behavior. For example, codes might include the set shown below in Figure 14.

Page 17: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 17 of 35

Seq #

Code Group Description Detention Suspension Expulsion

10 AMD DET AM Detention

10 ISS1 ISS In-School Suspension

20 LD DET Lunch Detention

30 PMD DET PM Detention

100 OSS1 OSS Out-of-School Suspension

300 CONF1 CONF Conference with Parent and Administrator

310 CONF2 CONF Conference with Parent and Teacher

320 CONF3 CONF Conference with Parent, Teacher, and Administrator

330 CONF4 CONF Conference with Parent, Teacher, Administrator, and Counselor

340 CONF5 CONF Conference with Child Study Team

350 CONF6 CONF Conference with Teacher, Administrator, and Student

360 CONF7 CONF Conference with Student and Administrator

370 CONF8 CONF Conference with Student and Counselor

400 REFER1 REFER Referral to Counselor

400 VW WARN Verbal Warning

410 REFER2 REFER Referral to Special Services

410 WW WARN Written Warning

500 OTH1 OTHER Peer Mediation

600 LSH PTSLET Letter Sent Home

700 BUSS BS Bus Suspension

Figure 14 – Sample Actions

Page 18: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 18 of 35

Creating Actions, Cont.

Figure 15 - The Create Action Code Screen

Create an Action Code To create an Action Code, fill in the fields on the Create Action Screen and then click “Save” to create the code. All fields are required:

• Action Group – Select the Action Group from the drop down. This will be one of the codes setup in the Setup Codes[ACTION_GROUPS]

• Action Code – Create/Select an Action Code and enter it here. This will uniquely identify this entry in the Action Codes table.

• Action Description – Enter a description of this code • Detention – Select yes/no to specify if this code is a Detention Code • Suspension – Select yes/no to specify if this code is a Suspension Code • Expulsion – Select yes/no to specify if this code is an Expulsion • Used in State Reporting – Select yes/no to specify if this code is counted for

state reporting for your state reports (e.g. NJ State Reports) • Sequence # - Enter a sequence number for this code. This simply determines –

numerically – where in the list of Action Codes this one should appear.

Page 19: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 19 of 35

Figure 16 - Create Action Code screen illustrating selection of the desired ACTION_GROUP

Page 20: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 20 of 35

Create Conduct Letters Once you have completed the “Conduct Letter Prerequisites” you can proceed to create the Conduct Letters themselves. Code of Conduct Letters Add Letter

Figure 17 – Conduct Letters Add Letter screen

Creating a Conduct Letter

• Letter Code – Short code that identifies the letter • Letter Description – Lengthier description of letter • Letter Cycle – Select the time frame for this Letter. See “Letter Timeframes-

Selecting an Appropriate Cycle” below. • Sequence number – this governs the position of this letter in any list of letters. • Select and specify the Letter’s scenario – See “Setting Up Letter Scenarios”

below. • Enter the text for the Letter. See sample text below. • Click Save to create the Letter.

Page 21: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 21 of 35

Genesis High School 204 High School Road Genewantog, NJ 08700 Date: ${LETTER_DATE_SHORT} Counselor: ${STUDENT_COUNSELOR_NAME} ${STUDENT_COUNSELOR_EXTENSION} To the Family of: Re: ${STUDENT_NAME} ${STUDENT_FIRST_NAME} ${STUDENT_LAST_NAME} ${ADDRESS_LINE1,39,L}Grade: ${STUDENT_GRADE_LEVEL} ${ADDRESS_CITY_STATE_ZIP,39,L}ID: ${STUDENT_ID} Dear Parent or Guardian: This letter is to inform you that your child has …………. Please discuss this situation with your child and consult the Parent/ Student Handbook for our conduct policy. If you have any questions, please call your child's counselor. We Appreciate your prompt and thorough consideration of this problem. Sincerely, ${STUDENT_VP_SIGNATURE} Assistant Principal

Figure 18 – Text of Sample Detention Letter

Page 22: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 22 of 35

Define a Code of Conduct Letter

Code of Conduct Letters Add Letter

Figure 19 - Add Letter Screen completely filled in

Defining the Conduct Letter Figure 18 above shows a completely defined Conduct Letter. Note that “Scenario 3” has been chosen as the trigger for this letter and that the triggering action is “After School Detention”.

• When you click the “Save” button to add the letter, you are shown the Add Conduct Letter Verification Dialog (shown here in Figure 19).

Figure 20 - Add Conduct Letter Verification Dialog

• Click OK to continue and add the letter, or Cancel to abandon the add letter

operation.

Page 23: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 23 of 35

• Once you have clicked OK, the letter is added and you are shown the Add Letter Confirmation Dialog (shown here in Figure 20).

Figure 21 - Conduct Letter Added Confirmation Dialog

• Click OK to complete the add letter operation. • The letter should now appear on the List Letters screen.

Page 24: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 24 of 35

Setting Up Letter Scenarios Choosing Triggers for Conduct Letters “Scenarios” refers to the type of trigger you wish to have for your Conduct Letters. Before you set up letters you must answer the following questions:

• When do you want to send a Conduct Letter? Every time a student commits an offense, or only for specific offenses? Or only when the student is given a specific action as punishment (e.g. Detention)?

• What actions/offenses will trigger a Conduct Letter? • How many offenses does a student need to commit before a Conduct Letter is

generated? Once you have answered those questions, you will be able design the letter you need to create and select the Scenarios that will trigger each Conduct Letter. Scenario When to Use What to

Specify Scenario 1 Use when you want a letter that triggers after a

specific number of incidents in a selected Letter Cycle. You may be specific or unspecific about the types of incidents that trigger the letter.

How many; Which type of incident (or “All”); Letter Cycle

Scenario 2 Use only if you are assigning each “incident type” a number of penalty points and you want to trigger a letter after a student has been given a certain number of penalty points in a specific Letter Cycle.

# of penalty points; Letter Cycle

Scenario 3 Use to generate every time a student is given a specific Action (e.g. Detention, In School Suspension)

Action, Letter Cycle

Figure 22 – When to use Conduct Letter Scenarios

Page 25: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 25 of 35

List of Letters Code of Conduct Letters List of Letters

Figure 23 - List of Letters screen with the first letter created listed

List of Letters The List of Letters screen contains the list of all Conduct Letters that have been created for the selected school. To edit a letter, click the Edit icon button corresponding to the letter you wish to modify. To remove a letter, click the Delete icon button corresponding to the letter you wish to remove.

The first Conduct Letter

Delete buttons for Conduct Letters. Click to remove the corresponding letter

Edit buttons for Conduct Letters. Click to modify the corresponding letter

Page 26: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 26 of 35

V. Running Conduct Letters Code of Conduct Run Letters Generate Letters

Figure 24 - Selecting the Letter Type to Generate

Selecting the Letters to Generate The “Letter” drop down list on the Run Letters screen contains the list of all of the Conduct Letters that you have created. To run a specific letter, click the drop down and pick the letter you wish to run. Selecting Dates The date you specify as the “Letter Date” is the date for which data will be examined to determine who should receive a letter.

Page 27: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 27 of 35

Generate Letters, Cont.

Figure 25 - Select Letter Type of Generate

• When you click the “Generate Letters” button to run the letter, you are shown the Run Letter Verification Dialog (shown here in Figure 24).

Figure 26 - Run Letters Verification Message

• Click OK to continue and run the letter, or Cancel to abandon the run letter

operation. • If you click OK, the letters start being generated. The “Generating Letters”

message appears (see below, Figure 25).

Page 28: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 28 of 35

Generating the Letters ….

Figure 27 - "Generate Letters Screen" while letter are being generated

Generating Letters Once you have selected the date for which to run the letter, and selected the letter to generate (e.g. Detention Letter), click the “Generate Letters” button to generate the letters (“Run the letter”). While the letters are being generated the “Generating Letters” message will appear beneath the template drop down.

Page 29: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 29 of 35

VI. Printing Letters Code of Conduct Letters Run Letters Print Letters

Figure 28 - Print Letters, Step 1: Selecting Letter Type to Print

Step 1: Selecting the Type of Letters you wish to Print The initial “Print Letters” screen provides a list of all the Letter Types (e.g. “Detention Letter”) that have been generated – even once – during the current School Year. To select a letter, click on the highlighted name of the letter. This will populate the middle column with the dates when the selected letter was “run”.

This is the list of Letter Types that have ever been “run” or generated during the current school year.

Page 30: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 30 of 35

Selecting a Run of Letters to Print Code of Conduct Letters Run Letters Print Letters

Figure 29 - Step 2: Select the specific run to print

Identifying and Selecting a Specific “Run” of Conduct Letters Once you have selected the “letter type” (e.g. Detention Letter) you want to print, a list of dates on which the letters were generated is displayed. These are the dates for which the letter was “run”. The dates are in ascending order (oldest first, newest at the bottom of the list). Select the “run” you wish to print:

• Clicking on the “date” itself displays a list of the students for whom the letter was generated on the specified date

• Clicking on the “Adobe” icon brings up all the letters generated as a big Adobe PDF print file – and you can then print the letters. DO THIS TO PRINT THE LETTERS.

• Clicking on the “mailing envelope” icon brings up a Mailing Label generation screen

• Clicking on the “trashcan” icon deletes the entire run of letters.

Dates for which the selected letter has been generated – each of these represents a separate “run” of the letter. Each run date is a View

Students button – Click the list of students for whom letters were generated in the run

View Students buttons – Click for a list of students

Page 31: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 31 of 35

Viewing the “Contents” of a Run of Letters Code of Conduct Letters Run Letters Print Letters

Figure 30 - Step 3: View/Print Letter for One Student or All Students in the "Run"

Runs of One Letter On the “Print Letters” screen, the left hand column lists all “letter types” that have ever been run during the current school year. The middle column “Dates” shows the dates for which the selected letter was run. This column remains empty until you select a letter. These dates are the individual “runs” of the selected letter (once a letter is selected). The right hand column lists all the students for whom letters where generated in the selected “run” of the selected letter. This column remains blank until you have selected the specific run you wish to view. In Figure 26 above the screen is shown with both a selected letter type and a selected run of that letter: all three columns are populated with information.

List of students for whom a Conduct Letter was “triggered” and generated in the selected run (that is, on the selected date).

View Letters buttons for runs of the selected Conduct Letter

View Students buttons – Click the list of students

Individual View Letter buttons – Click to view a letter for one student

Delete Letter buttons – Click to remove one student’s letter

Page 32: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 32 of 35

View One Letter To view the letter that was/will be sent to one student, click on the “View Letter” button for that student. This brings up Adobe Acrobat to display the letter. See below.

View of a Single Letter Code of Conduct Letters Run Letters Print Letters[one letter]

Figure 31 - Letter for one individual student opened for viewing

To Print the Letter The letters are displayed in Adobe Acrobat. To print a letter, click on the Adobe Acrobat “Print” icon button. You will be shown a regular Print Dialog and you may select any of your local printers. To Return to Genesis When you have finished viewing this letter, click the browser BACK button to return to the Print Letters screen.

Adobe Acrobat Print icon button. Click to bring up print dialog and to select your printer.

Browser’s Back button. Click to return to Genesis screens.

Page 33: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 33 of 35

Print Address Labels to Send Letters Code of Conduct Letters Run Letters Print Letters

Figure 32 - Run Letters screen illustrating the Mailing Labels icon buttons

Generating Mailing Labels for all Letters in a Selected Run You can create mailing labels for all the letters generated in a single “run”. To do this you start on the Run Letters screen and click on the “Mailing Labels” icon button for the run for which you want to generate the labels. Clicking the Mailing Labels icon button brings up the Mailing Labels screen, shown below.

Mailing Labels buttons – Click to bring up the generate “Mailing Labels” screen

Page 34: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 34 of 35

Print Address Labels to Send Letters, Cont. Code of Conduct Letters Run Letters Print Labels[Mailing Labels]

Figure 33 - Conduct Letters, Print Mailing Labels screen

Printing Mailing Labels for the Letters in the Selected Run To reach this screen you will have done the following:

1. Selected a type of letter that you wish to print (e.g. Detention Letter) 2. Selected a specific run of the letter.

Based upon your selections, Genesis knows the list of student addresses for whom to create Mailing Labels. The labels created will be of the “To the Parent/Guardian of” type. To Generate Mailing Labels:

• Select the size of the label you are using – that is the “Avery Label” code. • Enter any offset information required to properly position labels on the sheets. • Click the “Next” button

Page 35: Code of Conduct - Conduct Letters 2 of Conduct/Code of...CODE OF CONDUCT – CONDUCT LETTERS I. Introduction to Conduct Letters ... Before Conduct Letters can be set up and put into

Genesis Student Information System User Documentation

8/29/2007 Page 35 of 35

VII. Removing Conduct Letters

Deleting an Entire “Run” of Letters

Figure 34 - Delete a run of Conduct Letters

Deleting a “Run” of Conduct Letters You may delete an entire run of a letter in a single operation. To delete a run do the following:

1. Click on the “letter type” to bring up the list of runs for that Conduct Letter. 2. Click the “Delete” icon button (i.e. trashcan) corresponding to the run that wish to

remove. This will delete the entire run of letters. Deleting Individual Conduct Letters You may delete a letter for one student from the set of letters generated in a “run”. To delete one student’s letter, do the following:

3. Click on the “run date” to bring up the list of students for whom Conduct Letters were generated in that run.

4. Click the “Delete” icon button (i.e. trashcan) corresponding to the student whose letter you wish to remove. This will remove the targeted letter.

To delete an entire run of the selected Conduct Letter, click the trashcan icon corresponding to the run you wish to delete.

Delete buttons for runs of the selected Conduct Letter

Delete Letter buttons – Click to remove one student’s letter