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District Control Module 1 District Control Legal Notices. . . . . . . . . . . . . . . . . . . . . .2 About this Guide . . . . . . . . . . . . . . . . . . .3 Who Should Use this Guide . . . . . . . . . .3 Contact Information . . . . . . . . . . . . . . . . .3 Technical Support . . . . . . . . . . . . . . . . 3 Training . . . . . . . . . . . . . . . . . . . . . . . . 3 Documentation Feedback . . . . . . . . . . 3 Introduction . . . . . . . . . . . . . . . . . . . . . . .4 What is Offline Data? . . . . . . . . . . . . . . 4 What is Live Data?. . . . . . . . . . . . . . . . 4 Installation Recommendations. . . . . . . 5 Before You Begin . . . . . . . . . . . . . . . . . .5 Preparing Offline Data . . . . . . . . . . . . . . .6 Creating Folders for Offline Data . . . . . 6 Creating Backup Templates for Offline Data . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Scheduling Backups . . . . . . . . . . . . . . 9 Using the Copy-After and FTP-After Options . . . . . . . . . . . . . . . .11 Automatically Copying Backups to Another Folder . . . . . . . . . . . . . . . . . . 12 Automatically Copying Backups to an FTP Server. . . . . . . . . . . . . . . . . . . . . 12 Viewing the Backup Utilities Log File. .15 Interface Overview . . . . . . . . . . . . . . . . .15 Choosing Live Or Offline Mode . . . . . . 15 The District Maintenance Window . . . . 16 Using the Active Column . . . . . . . . . . . 17 Other Options in the District Maintenance Window. . . . . . . . . . . . . 18 Adding Schools to Your District . . . . . . . .19 Adding Live Schools . . . . . . . . . . . . . . 19 Adding Offline Schools From Your Network . . . . . . . . . . . . . . . . . . 21 Including Offline Schools from an FTP Site . . . . . . . . . . . . . . . . . . . . 25 Setting Up Access to Your FTP Site . 25 Adding Offline Schools Using an FTP Site . . . . . . . . . . . . . . . . . . . 27 Removing Schools from the District Maintenance Window . . . . . . . . . . . . . 28 Editing School Properties . . . . . . . . . . . 29 Updating Offline Data . . . . . . . . . . . . . . 31 Scheduling Updates for All Offline Data32 Updating Offline Data Upon Request. 32 Updating Offline Data for an Individual School Year . . . . . . . . . . . . . . . . . . . 34 Using the Programs . . . . . . . . . . . . . . . . 35 Searching for Students or Staff Members36 Searching by School Number . . . . . . 36 Searching All Schools . . . . . . . . . . . . 37 Transferring Students Between Schools 38 Generating Reports . . . . . . . . . . . . . . . . 45 Creating Ad Hoc Reports with the Print Program . . . . . . . . . . . . . . . . . . . . . . 45 Generating Customized Reports with the District Report Writer . . . . . . . . . 49 Using the Sort Window. . . . . . . . . . . . 53 Generating Reports with the District Attendance Report Writer . . . . . . . . . 55
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Page 1: District Control - Rediker Software · database, where to locate the data, and you’re ready to start. The District Control Module allows district le vel administrators to aggregate

District Control Module 1

District ControlLegal Notices. . . . . . . . . . . . . . . . . . . . . .2About this Guide . . . . . . . . . . . . . . . . . . .3Who Should Use this Guide . . . . . . . . . .3Contact Information . . . . . . . . . . . . . . . . .3

Technical Support . . . . . . . . . . . . . . . .3Training . . . . . . . . . . . . . . . . . . . . . . . .3Documentation Feedback . . . . . . . . . .3

Introduction . . . . . . . . . . . . . . . . . . . . . . .4What is Offline Data?. . . . . . . . . . . . . .4What is Live Data?. . . . . . . . . . . . . . . .4Installation Recommendations. . . . . . .5

Before You Begin . . . . . . . . . . . . . . . . . .5Preparing Offline Data. . . . . . . . . . . . . . .6

Creating Folders for Offline Data . . . . .6Creating Backup Templates for Offline Data . . . . . . . . . . . . . . . . . . . . . . . . . .6

Scheduling Backups . . . . . . . . . . . . . .9Using the Copy-After and

FTP-After Options . . . . . . . . . . . . . . . .11Automatically Copying Backups to Another Folder . . . . . . . . . . . . . . . . . .12

Automatically Copying Backups to an FTP Server. . . . . . . . . . . . . . . . . . . . .12

Viewing the Backup Utilities Log File. .15Interface Overview . . . . . . . . . . . . . . . . .15

Choosing Live Or Offline Mode . . . . . .15The District Maintenance Window . . . .16Using the Active Column . . . . . . . . . . .17Other Options in the District Maintenance Window. . . . . . . . . . . . .18

Adding Schools to Your District . . . . . . . .19Adding Live Schools . . . . . . . . . . . . . .19

Adding Offline Schools From Your Network . . . . . . . . . . . . . . . . . . 21

Including Offline Schools from an FTP Site . . . . . . . . . . . . . . . . . . . . 25Setting Up Access to Your FTP Site . 25Adding Offline Schools Using an FTP Site . . . . . . . . . . . . . . . . . . . 27

Removing Schools from the District Maintenance Window. . . . . . . . . . . . . 28

Editing School Properties . . . . . . . . . . . 29Updating Offline Data . . . . . . . . . . . . . . 31

Scheduling Updates for All Offline Data32Updating Offline Data Upon Request . 32Updating Offline Data for an Individual School Year . . . . . . . . . . . . . . . . . . . 34

Using the Programs. . . . . . . . . . . . . . . . 35Searching for Students or Staff Members36

Searching by School Number . . . . . . 36Searching All Schools . . . . . . . . . . . . 37

Transferring Students Between Schools 38Generating Reports . . . . . . . . . . . . . . . . 45

Creating Ad Hoc Reports with the Print Program . . . . . . . . . . . . . . . . . . . . . . 45

Generating Customized Reports with the District Report Writer . . . . . . . . . 49

Using the Sort Window. . . . . . . . . . . . 53Generating Reports with the District Attendance Report Writer. . . . . . . . . 55

Page 2: District Control - Rediker Software · database, where to locate the data, and you’re ready to start. The District Control Module allows district le vel administrators to aggregate

D i s t r i c t C o n t r o lLegal Notices

2 District Control Module

Legal Notices

CopyrightCopyright © 2004 Rediker Software

All rights reserved

Printed in the United States of America

WarrantyInformation in this document is subject to change without notice. Companies, names, and data used in examples herein are fictitious unless otherwise noted. No part of this document may be reproduced or transmitted in any form or by means, electronic or mechanical, for any purpose, without the express written permission of Rediker Software.

TrademarksAdministrator’s Plus ™ is a trademark of Rediker Software, Incorporated.

The School Office Suite® is a registered trademark of Rediker Software, Incorporated.

All other hardware or software products mentioned in this document are the trademarks or registered trademarks of their respective companies or holders.

Part Number: DC1204

Page 3: District Control - Rediker Software · database, where to locate the data, and you’re ready to start. The District Control Module allows district le vel administrators to aggregate

D i s t r i c t C o n t r o lAbout this Guide

District Control Module 3

About this GuideThe District Control manual provides both reference and user information on how to use the Administrator’s Plus District Control module, which lets district administrators manage school records on the district level.

Who Should Use this GuideThis guide is for the district administrators who will manage school records on the district level.

Contact Information

Technical Support Please do not hesitate to call us toll free at 1-800-882-2994.

Monday - Thursday7:30 a.m. - 6:30 p.m. EST

Friday 7:30 a.m. - 5:00 p.m. EST

You can also e-mail us at [email protected].

When e-mailing technical support questions, please include your school's name, phone number, and zip code. We respond to e-mail from schools in the continental United States by phone.

Technical support information can also be found on the Rediker Web site at:

http://www.rediker.com/support.html

TrainingFor information on current training available, see the Rediker Web site at:

http://www.rediker.com/training.html

Follow the links to obtain information about scheduled classes, training at customer sites, and class registration.

Documentation FeedbackYour comments on the documentation help us to understand and meet your needs. You can send e-mail to [email protected].

Page 4: District Control - Rediker Software · database, where to locate the data, and you’re ready to start. The District Control Module allows district le vel administrators to aggregate

D i s t r i c t C o n t r o lIntroduction

4 District Control Module

IntroductionThe Administrator’s Plus District Control module enables district administrators and their secretaries to manage school records on the district level. District administrators simply select which schools and school years they want to include in their district database, where to locate the data, and you’re ready to start.

The District Control Module allows district level administrators to aggregate data for up to 999 school years using Administrator’s Plus either over a WAN (wide area network) or the Internet. When working with this data, district administrators can work with offline data or live data.

What is Offline Data? Offline data consists of a school year’s backup files. These backup files are created at the school using the Administrator’s Plus Backup Utility. This backup file is then stored in a location on the school’s system that can be accessed and restored by the District Control module to the computer in the district office. Offline data allows district administrators to do all the analysis they need without fear of overwriting existing data or interfering with live data entry.

NOTE: The offline data could be created at the district office if the district office has access to a school’s Administrator’s Plus Folder. Best practice is for each school to back up their school year data to a folder or FTP site that the District Control module can access. See “Preparing Offline Data” on page 6.

Offline data is also very useful if a district has a slow WAN or does not have a WAN: Data can be automatically transmitted each evening over the Internet to the district office, waiting in the morning to produce district reports. You can also run reports analyzing information for any student, school, grade level, class, or staff member within the school district.

NOTE: The Administrator’s Plus District Control module will only restore backups created with the Administrator’s Plus Backup and Restore Utility.

What is Live Data?Live data is data that actually resides at a school in their administrative office. The district administrator can then link to that data using mapped drives. Designating data as live lets superintendents work with school data as if they were sitting in that school’s administrative office, using Administrator’s Plus. It is Real Time Data Access: If a school enters new data, that information instantly appears on any subsequent report. Superintendents can easily and instantly view and edit live data for any student in the district, wherever it resides.

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D i s t r i c t C o n t r o lBefore You Begin

District Control Module 5

Installation RecommendationsFor best performance, install the District Control module on the server at the district office. Doing this takes full advantage of the local computer speed. It also minimizes the effect of your network’s traffic congestion.

It is very important that your database field numbers and names be identical for all schools for reports and data analysis. It is also essential to maintain database uniformity within your district. Schools should have the same attendance codes, discipline codes, withdrawal and entry codes, and calender.

Before You BeginBefore you can add a school’s data to your district list, you need to know where this data resides. To use live data, you must be able to access a mapped drive containing the school’s actual RS4 folder.

When using offline data, the District Control module uses a backup of the school’s actual data. This backup can be made either to a folder on the network or stored on an FTP site. If you use an FTP site, you will have to know the IP address of the FTP site you want to use.

See the “Creating Backup Templates for Offline Data” on page 6 to learn how to use the Administrator’s Plus Backup Utility.

You must also ensure that the person using the District Control module also has proper network rights and permissions to these data folders.

NOTE: If you want separate FTP setting or a different list of schools added to your maintenance list, you have to install a separate copy of the District Control module on a separate drive.

You may want to install a separate copy of the District Control module for live data, and another for offline data. Each module could maintain separate lists of schools. For example, you could have one installation function as your district’s registration center, with a list of live schools to which you want to add students. You could also have another installation, with a list of offline schools. The administrator could perform all the analysis and report writing, with a list of any schools, without overwriting existing data or interfering with live data.

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D i s t r i c t C o n t r o lPreparing Offline Data

6 District Control Module

Preparing Offline DataAs defined under “What is Offline Data?” on page 4, offline data consists of a school year’s backup files, created and stored on each school’s server using the Administrator’s Plus Backup Utility. Best practice is for each school to back up their school year data to a folder or FTP site that the District Control module can access. In other words, each school has to make backup files, and the district administrator has to know where to find these backup files. Each school should do the following to prepare their offline data to use with the District Control module:

1 Create folders in which to place your offline backup files.2 Create backup templates for each school year’s data to this folder. 3 Schedule this backup to occur automatically at appointed times.

Creating Folders for Offline DataHow a folder is created depends on your operating system. What is most important is to make sure the folder has a recognizable name and a location that is accessible to the district administrator running the district control module. For example, each school could create a folder on their network labeled District Control Data. The data within could then be retrieved from the district control office.

NOTE: The district administrator will need the proper rights to access and retrieve backups from this folder to computer in the district office.

When creating the backup, the person doing the backup will have the option of copying that backup to another location, including another folder and an FTP site. See “Using the Copy-After and FTP-After Options” on page 11 for more information on copying your backup files.

Creating Backup Templates for Offline DataAfter creating a folder into which to place backups, you will create a template for the backup. This template will save all of your settings. After this section you will then schedule this template.

To Create a Backup Template:

1 Select File Backup and Restore.

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D i s t r i c t C o n t r o lPreparing Offline Data

District Control Module 7

The Backup and Restore Utilities window appears.

2 Start a Backup and adjust the settings for what to backup and to where.NOTE: Remember to repeat this process at the beginning of each new school year.

3 Click Backup.The Administrator’s Plus Backup window appears.

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D i s t r i c t C o n t r o lPreparing Offline Data

8 District Control Module

4 Set the options as shown in the following table.

5 Click Save Template.The Save Template window appears.

Enter a name for this back up template, and then click Save.

6 Click Begin Backup.This creates the first back up and saves the appropriate settings to the initialization file. The backup file name is automatically generated. A log file appears, which you can review and then close.

Option Description

1. Select Drive with Administrators Plus

Select the drive letter where Administrator's Plus RS4 folder is located.

2. Select Backup Type

From the drop-down list, select School Year.

3. Select School From the drop-down list, select the school in which the year resides.

4. Select Year From the drop-down list, select the year to backup

5. Include Pictures?

From the drop-down list, select No. If you select Yes, this greatly increases the size of your backup by including the pictures stored in the PIX folder.

6. Include Users From the drop-down list, select No. If you select Yes, this greatly increases the size of your backup by including the user files.

7. Select Destination Folder

Select the folder to which to back up your data using the Browse button. This is same folder you created under “Creating Folders for Offline Data” on page 6.

8. Secure Offsite Backup Service

This optional service, if you have purchased it, allows you to automatically copy the backup to Rediker Software’s secure server. Select the Secure Offsite Backup Sevice button in the Backup and Restore Utilities window for more information.

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D i s t r i c t C o n t r o lPreparing Offline Data

District Control Module 9

Scheduling BackupsEach school will do this using the Administrator’s Plus Backup Utility, which uses the standard Windows Task Scheduler.

Each backup template uses the Windows Task Scheduler to automatically run programs at pre-scheduled times. For example, you could backup your data automatically every night at 3 A.M., or every time you turn on your workstation.

The task is scheduled like any other in the Windows operating system.

NOTE: The person scheduling this task will need to know the name and password to use the system being backed up.

To Schedule a Backup:

1 In the Administrator’s Plus Backup window, click Schedule Backup.The New Scheduled Task Name window appears.

2 Enter a new name for the task, and then click OK.

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D i s t r i c t C o n t r o lPreparing Offline Data

10 District Control Module

The Backup <Template Name> window appears.

This is the standard Microsoft ™ Windows Task scheduler window.

3 Perform the following tasks:• In the Schedule tab window, enter a time when you want the backup to occur.• In the Settings Tab window, adjust the options as desired.

NOTE: Press F1 to display help for each selected field. You can also right-click a field, and then select What’s This? for a definition of each option.

4 When satisfied, click Apply, and then OK.The Scheduled Tasks window appears.

5 Click Close.

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D i s t r i c t C o n t r o lUsing the Copy-After and FTP-After Options

District Control Module 11

Using the Copy-After and FTP-After OptionsAfter creating the backup file, the person making the backup can automatically copy that backup to another folder and/or FTP site. The user will need to have the proper access and rights to do this.

In the bottom-left corner of the Backup Utilities window, there is a button called Copy-After and FTP-After button.

Clicking this button displays the Copy-After and FTP-After Options window.

You have two options here:

• Automatically copy the backup to another folder • Automatically copy the backup to an FTP server

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D i s t r i c t C o n t r o lUsing the Copy-After and FTP-After Options

12 District Control Module

Automatically Copying Backups to Another FolderThis action creates another copy of the same scheduled backup to another location the system can access.

To Automatically Copy the Backup to Another Folder:

1 Select the radio button labelled “Yes - Copy After Backup”.

2 In the Enter Destination Folder, enter the path where you want to copy the backup. You can also click the Browse button to search for the path.

3 Click Accept to ensure that a copy of your backup data also appears in this location.The Backup Utilities window reappears.

Automatically Copying Backups to an FTP ServerThis action creates another copy of the same scheduled backup to an ftp server.

NOTE: You must know the ftp site’s IP address, the folder to which to upload, as well as a a proper login name and password.

To Automatically Copy the Backup to an FTP Server:

1 Select the radio button labelled “Yes-Upload To FTP Server”. You can also click Settings.

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D i s t r i c t C o n t r o lUsing the Copy-After and FTP-After Options

District Control Module 13

The Setting for Upload to FTP Server window appears.

2 Set the options as needed.The table below has a detailed description of each option.

Option Description

FTP Server IP Address

Enter the IP address of where you want to copy your backup data. Each installation of the District Control module can only have a single IP address.

Folder to Upload To

Enter the name of the folder where you want to copy your backup data. Each installation of the District Control module can only have a single directory.

Login Name Enter the user login name to use to copy the data. Make sure it is an account that has the proper rights to copy the data.

Password Enter the password for the Login Name.

Advanced Options Section

Passive Mode Passive mode is a more secure method of connecting to an FTP site. Some servers require that you connect in Passive mode. If you are unsure whether your server requires you to use Passive mode, select False. If False does not work, try True.

Timeout in Seconds

Enter the amount of time to allow the upload process to begin. If the upload does not begin within the specified time, a message appears

Page 14: District Control - Rediker Software · database, where to locate the data, and you’re ready to start. The District Control Module allows district le vel administrators to aggregate

D i s t r i c t C o n t r o lUsing the Copy-After and FTP-After Options

14 District Control Module

3 After filling in the fields, click Test to verify that you can upload to the FTP site. • If it does load successfully, a message appears stating your success. Click Yes to both

exit the message and to delete the test file on the FTP server. Click Yes again at the confirmation message.

• If it does not load successfully, a message appears, similar to the following:

Try switching the Passive Mode and trying again. If it still doesn’t work, verify your IP Address, login name, and password. Also check with your network administrator.

4 After the test succeeds, click Settings in the Password Protect section.The Password Protect Your Backup File window appears.

5 Verify that the “This backup is for transfer to District Office” check box is selected.This encrypts the backup so that it can only be opened by the District Control module.

6 Click Accept to return to the Setting for Upload to FTP Server window.7 Click Accept twice more, and then exit the Backup Utilities.

See “Scheduling Backups” on page 9 to run without any user input.

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D i s t r i c t C o n t r o lInterface Overview

District Control Module 15

Viewing the Backup Utilities Log FileNormally, when Backup Utilities completes a backup, it automatically displays the log file, so you can immediately see if any problems were encountered.

• To display the Backup Utilities Log, clickow log in the Backup and Restore Utilities window.

Also, you should periodically test the backup files by restoring them to a dummy RS4 folder on a different drive from your actual data.

Interface OverviewThe District Control module is simply an Administrator’s Plus module installation.

Choosing Live Or Offline ModeIn other Administrator’s Plus modules, you use the Year drop-down list to select the school year with which you want to work. There is a similar drop-down box in District Control that you use to decide whether you want to work with either live or offline data. If you select LIVE, you are considered to be in Live Mode.

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D i s t r i c t C o n t r o lInterface Overview

16 District Control Module

If you are in Live Mode, you can only work with live data. If you are in Offline Mode, you can only work with offline data.

NOTE: You can add both Live and Offline schools to your list at any time, but you can only work with either Live or Offline data at one time.

When you look up a student in a particular school, this menu bar and drop-down list changes to tell you the offline/live status, school name, and year of your data. The example below shows that you are working with a student in Demo School, for the 2003-04 school year, and that you are viewing live data.

The District Maintenance WindowThe District Maintenance window, also known as the district list, appears when you click the Maintenance icon. You can also open this window by selecting Maintenance from the District menu.

You use this window to add the school, year, and path location of the data you want to manage to a list table. There are two main sections: LIVE DATA and OFFLINE DATA.

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D i s t r i c t C o n t r o lInterface Overview

District Control Module 17

Using the Active ColumnThe Mode drop-down box (discussed in “Choosing Live Or Offline Mode” on page 15) lets you work exclusively with either live or offline data. The Active Column determines if a school’s data is available for analysis. A school’s data is Active by default. Setting a school’s Active column to Yes means the data is available for analysis and, if it’s Live data, for editing. Setting the Active column to No means that school’s data is invisible to any action or option you perform in District Control. You can toggle between the two values simply by clicking the button.

The Show Active Schools Only checkbox determines whether or not to display active schools in this list.

NOTE: Making a school not active does not delete it! Making a school not active excludes that school year’s data from all District Control operations. To learn how to permanently remove, or delete, a school from this list, see “Removing Schools from the District Maintenance Window” on page 28.

For example, the picture below shows that eight schools’ data have been added to your district list. The first six are Live schools, and the last two are Offline schools. All of the data is set as active, meaning that all offline data is available when in Offline Mode, and all live data is available in Live Mode.

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D i s t r i c t C o n t r o lInterface Overview

18 District Control Module

Other Options in the District Maintenance WindowThere are several other features found in the District Maintenance window.

• Clicking the Rebuild Key Fields button refreshes and rebuilds the list of key files used in your lookup windows. It creates a master index for all of the schools in your list. By default, key files automatically update each time you exit a program window.

• For information on the Add Schools button, see “Adding Schools to Your District” on page 19.

• For information on the Edit button, see “Editing School Properties” on page 29.• For information on the Get Offline Data button, see “Updating Offline Data” on

page 31.

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D i s t r i c t C o n t r o lAdding Schools to Your District

District Control Module 19

Adding Schools to Your DistrictAdding a specific school year to the district (Maintenance) list table in the District Maintenance window allows you access to that school year’s data. You can add both live and offline data for a particular school year. To add live school data, the path to this data needs to previously mapped to a shared folder containing the desired school’s RS4 folder. You can add offline data from anywhere your system can connect to, whether it is on the network, diskette, or restored from an FTP site.

NOTE: Each added school’s properties window lets you specify both live and offline data paths. You do not have to add a school year twice to a the District Maintenance window. See “Editing School Properties” on page 29.

Adding Live SchoolsAdding a school as a live school gives you real-time access to the school’s data. It allows you to generate reports, edit a school’s database, even transfer students between schools. When you add a school, you must also specify the school year you want to access.

NOTE: To use the LIVE RS4 option, the path to this data needs to previously mapped from the system in the district office to a shared folder containing the desired school’s RS4 folder.

To Add a Live School to Your District:

1 From the District menu, select School Setup, or click the Maintenance button.The District Maintenance window appears.

2 Click Add School.

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D i s t r i c t C o n t r o lAdding Schools to Your District

20 District Control Module

The Add Schools window appears. This window prompts you to select the path where the live school data will be found.

3 Select 1) LIVE RS4 FOLDER, and then click Next.The Browse for Folder window appears.

4 Browse to the RS4 folder of the live data, and then click OK.The Add Schools [Live RS4 Folder] window appears. This window lists the most recent valid school year in each found school folder.

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D i s t r i c t C o n t r o lAdding Schools to Your District

District Control Module 21

By default, only the newest data for each school appears in the list table. Selecting Show All Years displays all data for all schools and years that reside in the current location. All schools that you select and make Active will have their data available for analysis, editing, and reporting in Live Mode.

5 Use the checkboxes to select schools, and then Click Done. The selected school, year, and path to the data appear in the Schools & Years window.

6 Repeat steps 2 through 5 for each mapped drive that has school data you want to add as live.

NOTE: The Rebuild Key Files button refreshes the list of key (index) files used in your lookup windows.

Adding Offline Schools From Your NetworkAdding an offline school to the district list table adds access to that school’s backup data. You can then analyze the data and generate reports without fear of overwriting existing data or interfering with live data entry. It also restores that school’s data to your local machine to the following folder on the drive where the District Control module is installed:

RS4\DIST\<School Name>\<School Year>

You have two choices when deciding how and which school offline data to retrieve:

• You can browse to a particular network folder where the data is located. The procedure below shows you how to browse to a particular network folder.

• Set up access to an FTP site. See “Including Offline Schools from an FTP Site” on page 1-25 for information on using an FTP site to add an offline school and retrieve offline data.

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To Add Offline Schools by Browsing:

1 In the District Maintenance window, click Add School.The Add Schools window appears.

2 Click Network Folder, and then click Next.The Browse for Folder window appears.

3 Browse to and select the folder that contains the backup file of the school you want to add to your district list, and then click OK.

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The Add Schools [Network Folder] window appears. This window lists all the school years that have backup files in this folder.

4 Use the checkboxes to select school years, and then Click Done. By default, only the most recent valid year appears for each school in the list. Selecting Show All Years will display all data for all schools and years that reside in the current location. All schools that you do select and make Active will have their data available for analysis and reporting.

If an error has occurred, click Show Errors to display a list of backup files that could not restored. The Error Description column tells you why a particular file could not be restored. The most usual reasons are that there is not a newer version of the backup data in the selected location, or that the District Control module could not connect to the selected location.

5 Click Done to restore the backup data to your local system.6 When the process completes, click Finish.

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The selected school, year, and path to the data appear in the Schools & Years window.

NOTE: The Rebuild Key Files button refreshes the list of key (index) files used in your lookup windows.

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D i s t r i c t C o n t r o lIncluding Offline Schools from an FTP Site

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Including Offline Schools from an FTP SiteSome schools choose to create and use an FTP site to store their backup data. FTP sites are especially useful if the computer at the district office is not connected to a Wide Area Network (WAN), but is connected to the Internet.

FTP sites also allow you to have one central repository for your backup files. For example, all schools could send their data to this one location, and you could then download them all in one operation. Before you can select an FTP site from which to add offline schools, you have to point the District Control module to the correct site.

Setting Up Access to Your FTP SiteNOTE: This procedure shows you how to access your FTP site, not how to set one up.

To perform this procedure, you will need to know the FTP site’s IP address as well as a valid user name and password. You will also need to know the folder in which the backup files reside. Once you set this information, it does not need to be reset: these settings are consistent and universal to the District Control module.

NOTE: You can only have access to one FTP site and folder per installation of the District Control module!

To Set Up Access to Your FTP Site:

1 Select District FTP Setup.The Specifications: FTP Setup window appears.

2 Set the fields in this window to as needed to access your FTP site.

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See the table below for a detailed description of each option.

3 After filling in the fields, click Test to verify that you can upload to the FTP site.• If it does load successfully, a message appears stating your success. Click Yes to both

exit the message and to delete the test file on the FTP server. Click Yes again at the confirmation message.

• If it does not load successfully, try switching the Passive Mode and trying again.If it still doesn’t work, verify your IP Address, login name, and password. Also check with your network administrator.

4 After the test succeeds, click Done.You are returned to the District Control desktop.

Option Description

FTP Server IP Address

Enter the IP address where your offline backup data resides. Each installation of the District Control module can only have a single IP address.

Remote Data Folder in FTP Host

Enter the name of the folder that holds your offline backup data. Each installation of the District Control module can only have a single directory.

Login Name Enter the user login name to use to download the data. Make sure it is an account that has the proper rights to download this data.

Password Enter the password for the Login Name.

Passive Mode Passive mode is a more secure method of connecting to an FTP site. Some servers require that you connect in Passive mode. If you are unsure whether your server requires you to use Passive mode, select False. If False does not work, try True.

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Adding Offline Schools Using an FTP SiteBefore you are ready to add school offline data, make sure that you set up access to your FTP site. See “Setting Up Access to Your FTP Site” on page 25 if you need instructions. Once you restore backup data from an FTP site, you can analyze it and generate reports from it as offline data.

To Add School Offline Data from an FTP Site:

1 From the District menu, select School Setup.The District Maintenance window appears.

2 Click Add Schools.The Add Schools window appears.

3 Select FTP SITE, and then click Next.The Add Schools [FTP Site] window appears.

4 Use the checkboxes to select schools, and then Click Done.

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D i s t r i c t C o n t r o lRemoving Schools from the District Maintenance Window

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By default, only the newest data for each school appears in the list. Selecting Show All Years will display all data for all schools and years that reside in the FTP location. All schools that you do select and make Active will have their data available for analysis and reporting in Offline mode.

If needed, click Show Errors to display a list of backup files that could not be restored. The Error Description column tells you why a particular file could not be restored. The most common reasons are there is not a newer version of the backup data in the selected location, or the District Control module could not connect to the selected location.

5 Click Done to restore the backup data to your local system.When the process completes, click Finish. The selected school, year, and path to the data appears in the Schools & Years window.

Removing Schools from the District Maintenance WindowDeleting schools from your district list table removes access to both the school and their data. All you need to do is right-click on a school in the District Maintenance window and click Delete. To regain access to a school year’s data, you will have to add it again.

If you delete a school year from the district maintenance list, the number assigned to that list cannot be reassigned to another school year. For example, suppose you add ten school years of data to the district maintenance list table. These schools are numbered sequentially, from 001 to 010. Then suppose you delete the first five schools - 001 thru 005. Deleting these five school years from the list table does not automatically free school numbers 001 thru 005 to be used again: the cells in the table will be left empty, but not removed from the list. The next new school you add will start at number 011.

If you remove all of your schools from this sample list table, then the school numbers 001 to 010 will be available.

NOTE: Inactivating a school does not delete it: inactivated schools excludes that school year’s data from all District Control operations. To learn how to inactivate a school, see “Using the Active Column” on page 17.

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D i s t r i c t C o n t r o lEditing School Properties

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Editing School PropertiesThe Edit School Properties window lets you modify the location of your data, as well as determine whether or not your current data path is active. You can also specify if, where, and when to get offline data.

NOTE: This window lets you specify both live and offline data paths for a particular school year’s data. You do not have to add a school year twice to the District Maintenance window.

To Edit School Properties:

1 In the District Maintenance window, click the school’s corresponding Edit button . You can also right-click the school name and then click Edit.This displays the Edit School Properties window.

2 Edit the properties as desired. See the following table for definitions.

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Option Name Description

School Name The name of your selected school. The name cannot be edited.

School Year The year of your selected data. The year cannot be edited.

Start Grade and End Grade

If you would like to limit this school year’s data to a range of grades, choose the lowest grade in that range for the Start Grade and the highest grade in that range for the End Grade.

For example, a high school in your district may teach a night course in adult education. This course could be included in the grade list as grade 13. The district superintendent may want to perform a search only on high school students and not adult education classes, and exclude this adult education class. In this case, the start grade would be 9 and the end grade would be 12.

Live Data Properties Section

Active Select this checkbox to make this school year’s data available for analysis and editing while in Live Mode. See “Choosing Live Or Offline Mode” on page 15 for more information.

RS4 Path Enter or browse to the path of this school year’s live data. Clicking the browse button displays the Location of the RS4 window, allowing you to specify a path to your live data. See “Adding Live Schools” on page 19 for more information on this window.

Offline Data Properties Section

Active Select this checkbox to make this school year’s data available for analysis while in Offline Mode. See “Choosing Live Or Offline Mode” on page 15 for more information.

How to get OFFLINE DATA?

This section lets you specify the path to this school year’s offline data, as well as when to schedule a time to update this data.

Network Folder Enter or browse to the path of this school year’s offline data. Clicking the browse button displays the Browse for Folder window, allowing you to specify an address. See “Adding Offline Schools From Your Network” on page 21.

FTP Location Enter the FTP address of this school year’s offline data. Clicking the browse button displays the FTP Specification page that lets you specify. See “Setting Up Access to Your FTP Site” on page 25.

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D i s t r i c t C o n t r o lUpdating Offline Data

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Updating Offline Data District Control lets you update all of your offline data. When updating, Administrator’s Plus scans all of your offline schools’ network folders and FTP site to see if any backup files are newer than those currently in the local drive. Newer files, if found, will download and replace the older existing files.

You have several choices of how and when to automatically update all of your offline school data. You can schedule specific times, such as during non-school hours, to take advantage of your network’s bandwidth. This procedure is outlined in the next section.

You can also choose to update all of your offline data immediately. See “Updating Offline Data Upon Request” on page 32.

You can also schedule a time to automatically update offline (backup) data for individual schools. See “Updating Offline Data for an Individual School Year” on page 34.

Retrieve Off Line Data Automatically

Select this checkbox to have this school year’s offline data updated at the time specified using the Automation Settings button. The data is updated from the Network folder or FTP site you specified above.

Offline Data Retrieval Times

Clicking this button displays the Offline Automatic Data Retrieval window. This window lets you specify times to update your data using the paths specified above. See “Updating Offline Data for an Individual School Year” on page 34.

Option Name Description

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Scheduling Updates for All Offline DataThis procedure updates all of your offline data at the times you specify. For example, you can update all of your offline data automatically at 5 PM and 3 AM, as well as every time you turn on your district control workstation.

To Schedule Offline Data Updates:

1 Select District Setup Offline Automatic Data Retrieval.The Offline Automatic Data Retrieval window appears.

2 Select a check box, and then a time when to update your school’s offline data. Repeat for each time.

3 Click Done after selecting your times.Your offline schools’ data will update at the times specified.

Updating Offline Data Upon RequestYou do not have to update all of your offline at once. For example, you could check for newer backup files from just your FTP site, just your network folders, or both. If you find any newer files, you can select and update them.

NOTE: You must already have added your offline schools. See “Adding Offline Schools From Your Network” on page 21. Also see “Adding Offline Schools Using an FTP Site” on page 27.

To Immediately Update Your Offline Data:

1 You have two choices:• If you are NOT in the Maintenance Window, Select District Get Offline Data Now

[data source choice].

• If you are in the Maintenance window, click the Get Offline Data button. This displays a window allowing you to select your update source.

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You have the option of immediately updating your offline schools’ data from just your FTP site, just your network folders, or both. Select the desired option.

The Get Offline Data window appears, similar to the following.

Use the corresponding radio buttons to show the newest, the latest, or all of the backup files in your selected location(s). If their are any errors with this files, the Show Errors button becomes available.

For example, the picture above shows you that there are no files on the FTP site and network folders newer than what the user has locally. There are also no errors to report. The window also shows the most recent backup files, including the date and time each backup was made.

2 You can either:• Click Exit to close this window without performing any data updates• Use the checkboxes to select the backup files you want to restore, and then click Get

Offline Data Now.If you restore files, a confirmation window appears when the process completes. Clicking OK in this message window rebuilds the key (index) files used with your lookup windows. You will then have to click Exit to close this window and return to the District Control desktop.

Selecting... Scans for New Offline Data From...

FTP & Network Folders Both your FTP site and all your network folders.

FTP Only Just your FTP site.

Network Folders Only Just your network folders.

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Updating Offline Data for an Individual School YearYou can also schedule a time to automatically update backup data for individual schools.

To Update Offline Data for an Individual School Year:

1 Click the Maintenance icon.The District Maintenance window appears.

2 Right-click the name of the desired school, and then select Edit to display the Edit School Properties window.

3 Click Offline Data Retrieval Times.The Set Offline Data Retrieval Times window appears.

4 Select a check box, and then a time when to update your school’s offline data. Repeat for each time.

5 Click Done after selecting your times.This particular school year’s offline data will update at the times specified.

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D i s t r i c t C o n t r o lUsing the Programs

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Using the ProgramsThe shortcut bar on the left side of the District Control window gives access to many Administrator’s Plus programs customized to work with your district data. You can also access these same programs by selecting District Programs [Program Name]. Doing so displays a series of windows allowing you to select a range of schools and/or grades before opening the corresponding Administrator’s Plus program window.

This Icon

With Offline Data Lets You... With Live Data Lets...

See “The District Maintenance Window” on page 16 for more information on this window.

See “The District Maintenance Window” on page 16 for more information on this window.

View a student’s family code, Unique ID, and both their most recent entry and withdrawal dates and codes. See the Data Base manual information.

View and edit a student’s family code, Unique ID, and their most recent entry and withdrawal dates and codes. You can activate or inactivate a student if you are doing central registration.You can also transfer a student between schools. See “Transferring Students Between Schools” on page 38.

View student demographic information. See the Data Base manual for information.

View and edit student demographic information.

View a student’s attendance record. See the Attendance manual for information.

View and edit a student’s attendance record.

View a student’s schedule or transcript.

View and edit a student’s schedule or transcript. See either the Scheduling or Report Cards manual for information.

View a student’s discipline record. See the Discipline manual for information.

View and edit a student’s discipline record.

Print student lists with database information while searching and sorting. See the Data Base manual for information.

Print student lists with database information while searching and sorting.

Print student Data Base information from a list of modifiable templates.

Print student Data Base information from a list of modifiable templates.

Print attendance information from a list of modifiable report templates.

Print attendance information from a list of modifiable report templates.

NOTE: See the Data Base manual for information on generating reports.

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D i s t r i c t C o n t r o lSearching for Students or Staff Members

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Searching for Students or Staff MembersSelecting the New Files, Address, Correct, Incidents, View/Change/Add/Drop icons displays a school year search menu similar to the following:

These options let you search for students or staff at schools in your district list table.

Searching by School NumberA school year’s number is based on the number it is assigned as it is added to the School Maintenance list. For example, the first school added is school number 001, the second school 002, and so on.

Once a number is assigned to a school, that number cannot be assigned to another school year, unless you delete ALL schools and re-add them.

For example, suppose you add ten school years of data to the district maintenance list table. These schools are numbered sequentially, from 001 to 010. Then suppose you delete the first five schools - 001 thru 005. Deleting these five school years from the list table does not automatically free school numbers 001 thru 005 to be used again: the cells in the table will be left empty, but not removed from the list. The next new school you add will start at number 011. If you remove all of your schools from this sample list table, then the school numbers 001 to 010 will be available.

To Search by School Number:

1 At the school-year search window, select 1) school Number, and then click Next.The School Look Up window appears.

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2 Select the School in which the student or staff member is located, and then click Select.

NOTE: You can sort the list by Number, Name, or School Year by clicking the corresponding column title.

The corresponding program window appears.

3 Click F6 Lookup to display a look-up window to use to search for students.

Searching All SchoolsThe second option in the school-year search window, 2) All Schools, allows you to search for students or staff within all of the schools on your district maintenance list. You can narrow the search to include all grades in all schools, or search by particular grade in all schools.

To Search by All Schools:

1 At the school-year search window, select 2) All Schools, and then click Next.The School Look Up window

2 Select All Schools.A window appears that allows you to either the grade number at all schools of the person you want to find, or to search through all grades at all schools.

3 You have two options:• In the Grade Number field, enter the grade of the student to transfer, and then click

Next.• Select All Grades, and then click Next.The corresponding program window appears.

4 Click F6 Lookup to display a look-up window to search for students.

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Transferring Students Between SchoolsDistrict Control allows you to easily transfer students from one school to another within your district. Before you begin, you need to know the withdrawal date and withdrawal code of the school from which the student is leaving. You also need to know the entry date and entry code of the school to which the student is entering.

NOTE: You can only transfer students in Live Mode.

To Transfer Students Between Schools:

1 Click the New Files icon, or select District Programs New Files.The District New Files window appears.

2 Select Inspect/change specifications, and then click Next.The Specifications: District New Files window appears.

3 Set the options in this window to suit the needs of your school, and then click Done.

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See the table below for a detailed description of each option.

4 Click Done to return to the District New Files school-year search window.5 Select All Schools.

A window appears that allows you to select the grade of the student to transfer. Later you will pick the school.

6 In the Grade Number field, enter the grade of the student to transfer, and then click Next.

Option Description

Number of Grade Levels? Names of Grade Levels?

Use this option to add, delete, or rename grade levels in your district data. Use the browse button to select the number and names of your grades.

Default Transfer Entry Code

Use this option to change the default transfer entry code for your district data. Use the browse button to select the new code.

Default Transfer Withdrawal Code

Use this option to change the default transfer withdrawal code for your district data. Use the browse button to select the new code.

Update District Key Files?

Selecting Yes ensures that the District Control key files automatically update to reflect any changes made to key files at a live school. Selecting No requires the District Control user to manually “Build District Indexes” to see changes in the student Lookup list.

Prompt Before Updating Key Files?

Selecting Yes ensures that a confirmation prompt appears before updating your District Control key files. If you select No, your key files update automatically without this prompt.

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The Add or Edit Names for Students or Staff window appears.

7 Click the browse button next to the Enter ID # or Name field.The All Grades Lookup window appears.

8 Choose the student you want to transfer, and then click Select.The Add or Edit Names for Students or Staff window reappears

9 Click F8 Inactivate.

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The How to Inactivate window appears.

10 Select Transfer to Another School, and then click Next.The School Lookup window appears.

11 Select the school to which the student will be transferred, and then click Select.

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The Select a Grade window appears.

12 Select the grade to which the student will be transferred, and then click Select.The Transferring window appears to allow you to verify and, if needed, modify the withdrawal date and code, as well as the entry date and code. For example, the dates in the sample below are incorrect.

NOTE: Before selecting option 1 Transfer This Member, verify options 2 through 5!

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13 Select 2) Change Withdrawal Date to display the Enter Transfer Withdrawal Date: The Last Day Attended window.

14 Choose the last day that the student attended his or her old school, and then click Select.The Transferring window reappears.

15 Verify that the default withdrawal code is correct: click 3) Change Withdrawal Code.The Enter Default Transfer Withdrawal Code window appears.

16 Choose the correct withdrawal code, and then click Select.

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The Transferring window reappears.

17 Verify that the entry date is correct: click 4) Change Entry Date to change it.The Enter Transfer Entry Date window appears.

18 Choose the first day of class the student will attend in the new school, and then click Select.The Transferring window reappears.

19 Verify that the default entry code is correct: click 5) Change Entry Code.The Enter Default Transfer Entry Code window appears.

20 Choose the correct entry code, and then click Select.

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D i s t r i c t C o n t r o lGenerating Reports

District Control Module 45

The Transferring window reappears.

21 After verifying options 2 through 5, select 1) Transfer This Member.The student transfers, the district key files update, Transferring window closes, and the Add or Edit Student or Staff window remains.

Generating ReportsThe Print program, along with the District and Attendance report writers, can generate a variety of reports based on the biographical, demographic, attendance, and grade data entered for the students and staff inside the Address program.

Refer to the Administrator’s Plus Data Base manual has more information on generating reports.

The Print program and the Report Writers present different means writing reports.

• Reports generated from the Print program are created “on-the-fly”: you can select any fields that are available in all school year’s data. For example, the first nine fields are available to all data bases. District administrators may choose fields from any of the eight data base pages, and they will print in the order you tag them.

• Reports generated from the Report Writers lets you choose from many report templates, as well as edit existing and saving new reports.

Creating Ad Hoc Reports with the Print ProgramThe District Control Print program lets district administrators choose fields from any of the eight data base pages. These fields will then print in the order in which they are tagged.

NOTE: You can only select data base fields and numbers that are identical for all schools in your district list.

It is also essential to maintain database uniformity within your district: Schools should have the same attendance codes, discipline codes, withdrawal and entry codes, and calender as well.

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To Create Ad Hoc Reports with the Print Program:

1 Click the Print program icon.The Select Report Format window appears.

2 Select the desired format, and then click Next. See the Administrator’s Plus Data Base manual for more information on these formats.The Tag Fields in the Order to be Printed window appears.

NOTE: If you are in Live Mode, only the first nine fields appear, as shown below. If you you are in Offline Mode, all of the fields appear. See “Choosing Live Or Offline Mode” on page 15, “What is Offline Data?” on page 4, and “What is Live Data?” on page 4.

3 Tag the fields in the order you want them to print.

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In the example below, the HOMEROOM field will print just to the right of the student’s name, followed by the BIRTH DATE, PHONE and SEX fields. The upper right-hand corner of the screen displays the Running Character Count so that you may be aware when the number of characters has surpassed the number of spaces available on the page (80 for normal 8.5 x 11 paper).

4 Click F10 Accept to print the list.The How to Print Additional Fields window appears.

5 Select how you want to display your selected fields, and then click Next. See the Data Base manual for information on these options.The Print Class Lists window appears.

6 Select the group - all grades, staff members, or a specific grade - from which to generate the list

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The options are described in the following table.

7 After selecting your range, click Next.A window appears that allows you to select how to sort the people matching your search criteria.

8 Select how to sort the data, and then click Next. See the Data Base manual for information on these options. The report generates.

Option Description

Grade Number To include only those students in one specific GRADE LEVEL, enter that grade level, or press ENTER to choose from a list of all available grade levels.

All Grades All Grades searches for students in the grade range set in the grade 4) Start Grade for All Grades? and 5) End Grade for All Grades? in the Inspect/Change Specifications window.

Staff This option searches for staff members that meet your search criteria.

Main Menu Returns you to the opening Print window

End Program Returns you to the Administrator’s Plus desktop.

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Generating Customized Reports with the District Report WriterReports generated from the Report Writers lets you choose from many report templates, as well as edit existing and saving new reports.

Refer to the Administrator’s Plus Data Base manual has more information on generating reports.

To Generate Reports from the District Report Writer:

1 Click the District Report Writer icon.The Specifications: District Report Writer window appears.

2 Set the specifications as desired.See the table below for a detailed description of each option.

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3 After setting the specifications, click Done.4 The primary District Report Writer window appears.

Option Description

1) Active Letter Report

Determines what report (out of the 120 possible saved reports) will print. See the Administrator’s Plus Data Base manual for more information on these reports.

2) Include Active/Inactive Students?

Decide whether to include active students, inactive students, or both active and inactive students in your report.

3) Include Blank Search/Sort Categories?

When set to INCLUDE, a list of students who have nothing entered into a selected search field precedes each search field result.

4) Start Grade for All Grades

5) End Grade for All Grades

When you search, you have the option to select grade levels. If you would like to limit the range of grades, choose the lowest grade in that range for the start grade and the highest grade in that range for the end grade.

6) Print Preview? Choosing Yes displays the report on the computer screen before sending it to the printer.

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The name of the active report appears above the Report Writer’s menu options. You can change the active report using the Change Active Report option, as well as by using the Inspect/Change Specifications window, as defined in the Specifications window on page 50. See the table below for a detailed description of each option.

5 Selecting a Grade Level, All Grades, or Staff displays the secondary Search window.

Option Description

Grade Number To include only those students in one specific GRADE LEVEL, enter that grade level, or press ENTER to choose from a list of all available grade levels.

All Grades All Grades searches for students in the grade range set in the grade 4) Start Grade for All Grades? and 5) End Grade for All Grades? in the Inspect/Change Specifications screen.

Staff This option searches for staff members that meet your search criteria.

Change Active Report

Allows you to change the active report without having to enter the Inspect/Change Specifications window.

Inspect/Change Specifications

Opens the Specifications window described at the beginning of this section on page 50.

View/Edit Letters/Reports

Allows you to view or edit the text and code inside the body of a report. Refer to the Administrator’s Plus Data Base manual has more information on editing a report.

Create a Report Allows you to write customized reports: tag the data base fields you want included on the report, in the order you want them printed. You may then save the report so that it may be printed or edited further.

End Program Returns you to the Administrator’s Plus desktop.

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6 Choose one of the search options. These options are defined in the following table.

Option Description

1) All Students Alphabetically

Prints alphabetically the list of all students matching the search criteria.

2) Resume Alphabetical Printing

If you were printing a report for students printed alphabetically, and your printer ran out of paper, jammed, or the ink cartridge ran out, requiring you to ESC out of the print job, this option allows you to resume printing where you left off. If you have chosen to print only a specific Grade Level, you will be asked to enter the 3-digit record number of the last student printed before the print job was interrupted. The report will then resume with the next student. If you have selected All Grades, you will need to enter both the grade level and record number of the last student printed.

3) Individual Students

Allow you to select Individual Students by either entering their Administrator's Plus ID number or pressing F6 LOOKUP and selecting the students from a look-up window. Press F10 ACCEPT after you have selected the students you want included in the report.

4) Search by One Field (all categories)

Allows you to group students by data base field entries. After choosing this option, a look-up window listing all of your data base fields will appear. Highlight the field on which you want to base the search, and then press ENTER. The computer will search for all the entries in the selected field and generate a separate printout with students grouped by matched entries.

Setting specification 5) Include Blank Search/Sort Categories to “Include” prints a separate NO ENTRY report listing all those students with no data entered into the selected field along with the separate reports for all other found entries.

For example, assume that you want to print the addresses of students grouped by BUS #. Choose the BUS # field in the Field Look-up Window and a separate report will generate for students with a matching BUS #. (It is important that your data is entered consistently so that all matching entries have exactly identical spaces and text. In other words, the computer will differentiate “Bus 21”, “21”, “Bus #21” and consequently print 3 separate reports.)

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7 After selecting an option, click Next.The report generates.

Using the Sort WindowUsing either of the Search By Fields (options 4 or 5) and then clicking Next displays the Sort window.

The left side of the Sort window displays the Search Field(s), and the manner in which the field is being sorted. Likewise, the right side of the menu displays the Sort Field, and the manner in which the sort criterion will be sorted.

In the above example, the Birth Date categories will be sorted Alphabetically from A to Z, and the students in each room will be grouped by SEX starting with females and then males (alphabetical).

5) Search by Fields (you enter the criteria

Allows you to enter the criteria for a data base field search, as you would with the Print program. See “Creating Ad Hoc Reports with the Print Program” on page 45 for more information.

NOTE: Using options 4 and 5 will display the Sort window. See “Using the Sort Window” on page 53 for more information.

6) Main Menu Returns you to the Search menu.

7) End Program Returns you to the Administrator’s Plus desktop.

Option Description

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Both the Search and Sort categories may be sorted: Alphabetically, Numerically, or by Date.

When Search and/or Sort categories are Alphabetized, they are treated as alphanumeric characters. If the search field is a number, or begins with a number, an alphanumeric sort is most likely not going to produce the ordering you desire. In alphanumeric sorts, the computer compares characters one at a time, from left to right. Consequently, alphanumeric sorts will only order numbers correctly if the numbers all contain the same amount of digits. If not, the numbers with the greater number of characters (digits) will be looked at before those with the lesser character amounts. Consequently, numbers such as 230 will come before 98 because the former’s first digit is lower than the latter’s. Alphabetical sorts may be ordered from A to Z, as well as Z to A.

When the computer performs a Numeric sort, it treats the numbers as digits and properly places the smaller numbers first.

NOTE: When doing an Alpha sort on the STREET field, any leading numbers will be ignored so that students living on the same street will be grouped together.

If you do a Numeric sort on the STREET field, leading numbers will be recognized.

A Date sort treats all entries in the search field as dates. These dates will be sorted in proper chronological order from the earliest to the latest date. For example, if you do a Date sort on the BIRTH DATE field, students will be listed by birthday, chronologically, from youngest to oldest. If you do an Alpha sort on the BIRTH DATE field, students will be printed in order by the month they were born, despite the year (assuming the dates are in the same format and have the same number of characters).

Using Sort Sort

The Sort Field initially defaults to ‘No Sort Field’. Choose “No Sort Field” if you do not want to further sort the students in each found search category. To select a sort field from the list of 160 possible data base fields, press the browse button.

You may order your sort category Alphabetically, Numerically or by Date. For example, if you were to search on and sort by STREET, you would want to search alphabetically so all the students on the same street will be grouped together (street numbers being ignored). On the following page are two examples of how Search and Sort reports are arranged.

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In the example below, we are Searching on HOMEROOM and Sorting by STREET Alphabetically. Note that the students names are in alphabetical order.

In the following example, we are searching on SEX and sorting by HOMEROOM.

Generating Reports with the District Attendance Report WriterGenerating district-wide attendance reports is identical to generating attendance reports with the Attendance module. With this program, you select a task, which is really a report template. In other words, a task is nothing more than a set of specifications. These specifications include the default report number and the desired parameters of the report.

Refer to the Administrator’s Plus Attendance manual for specific information on using the Attendance Report Writer, as well examples of tasks and reports.

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To Generate Reports with the District Attendance Report Writer:

1 Click the District Attendance Report Writer icon.The What Task Do You Want to Do? window appears.

2 Select the task (report template) you want to run, and then click Select.The Specifications: Attendance Report Writer window appears.

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3 Set the options as desired.The following example describes the default specification settings for Task #1 Advisor’s Report: List of Student’s absent today, with their phone numbers.

1) Current Task Displays the currently selected task: an Advisor’s Report.

2) Print Letters/ Reports For

The Advisor’s Report is set to look for a register code on a final interval date. In other words, this report is looking for the value of specification A (ABSENT) on the final date specified in specification 5 and 6 (the date).

3) Active Letter/Report

Displays the default report layout template for this task.

4) Duplicate Letter Check

By default, the duplicate letter check is set to Off so that letter codes are not stored in students records, and the report can be printed more than once.

5) Interval Beginning Date

6) Interval Ending Date

Indicates the range of dates for which to print attendance data. The interval ending date will default to the most recent date in the calendar.

7) Year-to-Date Ending Date

The year-to-date ending date will default to the most recent date in the calendar.

8) Start Grade for All Grades

9) End Grade for All Grades

When printing for All Grades, these settings indicate the range of grade levels included on the report.

A) Register Code for Searches

B) Attendance Code for Searches

C) Register/ Attendance Code Limit

Specifications A, B and C are only used when searching for an Attendance or Register Code. Because Specification 2) Include Which Students is set to register code on a final interval date, these specifications are set to search for absent students.

Option C only applies to searches that have threshold criteria, such as greater than or less than.

D) Include Blank Search/Sort Cats

This task is set by default to Include. If you choose to search based on a data base field, the report will include students with no entry in the search field.

E) Active/ Inactive Students

This task is set by default to include only Active students. Setting this to include inactive students means that any student who was a member during the date interval will be included even if they are no longer active.

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4 After verifying the specification, click Done to display the primary Search window.

5 Choose one of the search options, and then click Next. These options are defined on page 51.The secondary Search window appears.

6 Choose one of the search options, and then click Next. These options are defined on page 52.

F) Print Preview Determines whether the report will generate a print preview screen.

G) Reg Searches: Which Att Codes

This report will search only for unexcused absences.

H) Attendance Codes Alpha/ Numeric

This setting is ignored for this task.

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The report generates.

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AActive Column

using 17Adding

live schools 19offline schools from your network 21schools to your district list 19

BBackup Utilities

viewing the Log file 15Backups

copying to an FTP site after backup com-pletes 12

copying to another folder after backup com-pletes 12

scheduling at schools 6scheduling with the Task Scheduler 9setting options 8

CCopying Backups to an FTP Site 12Copying Backups to Another Folder 12Creating

custom district reports 49district attendance reports 55offline data 6reports 45

Creating Foldersfor offline data 6

Customized Reportscreating 45

DData

live 4offline 4

District Attendance Report Writerusing 55

District List 16

District Maintenance window 16District Report Writer

using 49District Reports

creating custom 49

EEditing

school properties 29

FFTP

adding offline schools from your FTP site 27

including offline schools from an FTP site 25

setting up access to your FTP site 25FTP Setup

field descriptions 26FTP Site

copying backups to an FTP site 12

GGenerating

reports 45

IIcons

using the program icons 35Installation Recomendations 5Interface

overview 15

KKey File

set updates automatically 39

LLive Data

defined 4

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Live Modedefined 15

Live Schoolsadding 19

Location of Offline Data 21Log File

viewing for Backup Utilities 15Lookup Window

update automatically 39

MMaintenance window 16Mode

choosing live or offline 15defined 15

NNetwork

adding schools from your network 21

OOffline 21Offline Data

creating at schools 6creating folder 6immediately updating all

offline data 32location to where it has

been restored 21preparing 6retrieving offline data automatically 31scheduling the retrieval of all

offline data automatically 32scheduling updates for all offline data

32updating 31updating for individual schools 34

Offline Modedefined 15

Offline Schoolsadding by browsing the network 22adding from and FTP site 27adding schools from your network 21

Optionsfor backups 8

Overviewinterface 15

PPreparing

offline data 6Print Program

creating ad hoc reports using 45Programs

using 35Properties

editing schools properties 29

RRemoving Schools 28Reports

creating ad hoc reports 45generating 45

Retrieving All Offline Data Automatically by Schedule 32Retrieving All Offline Data Immediately 32Retrieving Offline Data Automatically 31

SScheduling

Backup Utilities with the Task Sched-uler 9

School Propertiesediting 29

Schoolsadding to your district list 19removing 28

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Searchingfor students or staff 36for students or staff at all schools 37for students or staff by school number

36Select Schools & Years window 16

the active column 17Setting Up Access to YOur FTP Site 25Sheduling Updates

for individual schools 34Sort Window

using 53Students

searching for 36searching for at all schools 37searching for by school number 36transferring 38

TTask Scheduler

using with Backup Utilities 9Templates

creating for backups 6Transferring Students 38

UUpdating

all offline data immediately 32for individual schools 34offline data 31scheduling all offline data updates 32

Updating Offline Data Upon Request 32Using

district attendance report writer 55district report writer 49Print Program 45program icons 35sort window 53