School Setup
Introduction
The following data elements are required for school setup. The first two pages of navigation are removed for brevity:
Start Page > School Setup.
On the Start Page, click the School link. The school list appears.
Choose a school from the pop-up menu. The school start page appears.
Click School. The School Setup page appears.
Data Element | Additional Information | [Table]FieldName | Length | Used in these Reports |
Entering Attendance CodesAttendance: Attendance Codes > [New/Edit] | ||||
Code | Enter the attendance code abbreviation. Create the following suspension codes as needed for each school: Set up In-School Suspension attendance codes using the examples shown below. All codes must start with the letters “ISS.” Absent
Tardy
Present
Set up 'Out of School Suspension' attendance codes. All OSS codes must start with the letters “OSS.” Absent
Tardy
Present
If a code maps to the OSS or ISS attendance codes and to another state attendance code, then it is only applicable for the other code and not for ISS or OSS. | [Attendance_Code]Att_Code | N/A | AT-6 SA-129 Student Daily Attendance |
Description | Enter the attendance code description. | [Attendance_Code]Description | N/A | Required Setup |
Presence Status | Select Present or Absent as the presence status. Attendance Codes (SFTP) extract to include Present codes. These records publish a value of 'PRSNT-IN' or 'PRSNT-OUT' in column 9 and 'Present In School' or 'Present Out of School' in column 10 - State Attendance Code. In order to report the Present Attendance Codes, ensure that all such codes have been entered on the Enter Comma-delimited list of attendance codes to be reported as Present field on the School → School Info page. | [Attendance_Code]Presence_Status_CD | N/A | AT-6 SA-129 Staff Student Course |
Code Categories | Select the appropriate categories for this attendance code. | [Attendance_Code_Code_Entity]Attendance_CodeID [Attendance_Code_Code_Entity]Code_EntityID | N/A | Staff Student Course Student Daily Attendance |
Teacher can assign | Choose Yes or No to determine whether the teacher can assign the attendance code. | [Attendance_Code]Assignment_Filter_YN | N/A | Suggested Setup |
This attendance code is considered in ADA calculations | Select whether the attendance code affects attendance calculation. | [Attendance_Code]Calculate_ADA_YN | N/A | AT-6 SA-129 |
This attendance code counts towards membership | Select whether the attendance code affects membership calculation. | [Attendance_Code]Calculate_ADM_YN | N/A | AT-6 SA-129 |
Sort order for display | Choose the sort order to determine where the code displays on the page. | [Attendance_Code]SortOrder | N/A | Required Setup |
Defining Attendance Code CategoriesAttendance: Attendance Code Categories > [New/Edit] > Attendance Code Category When the following attendance code category has been created, ‘Present’ codes that represent non-instructional time should be marked as belonging to this category. Meeting (Period) attendance entered using any of these codes will result in the subtraction of the appropriate number of instructional minutes in related Staff Student Course calculations. | ||||
Code | Enter a code for the attendance category. Category for all codes that will be assigned to students who were taught entirely in person on any given day
Category for all codes that will be assigned to students who were taught entirely remotely on any given day
Category for all codes that will be assigned to students who were taught both remotely and in-person on any given day
| [Code_Entity]CE_Code | N/A | Staff Student Course |
Name | Enter a name that clearly defines the category. Examples:
| [Code_Entity]External_Name | N/A | Staff Student Course |
Description | Enter the desired description for this attendance code category. | [Code_Entity]Description | N/A | N/A |
Sort | Choose the desired sort order. This value determines this category order in the Code Categories list on the New/Edit Attendance Code pages. | [Code_Entity]SortOrder | N/A | N/A |
Configuring Attendance Conversion Settings | ||||
Attendance: Attendance Conversions > [New/Edit] > Attendance Conversion | ||||
Name | Enter the attendance conversion name. | [Attendance_Conversion]Name | N/A | Required Setup |
Attendance: Attendance Conversions > Period-To-Day Attendance Conversion | ||||
Day Attendance Value | Enter the day attendance value for the period-to-day attendance conversion for the FTE. Note: This setup item is required for all schools | [Attendance_Conversion_Items] Conversion_Mode_Code=periodday [Attendance_Conversion_Items]Attendance_Value | N/A | AT-6 SA-129 (Schools that use period attendance) |
Attendance: Attendance Conversions > Code-To-Day Attendance Conversion | ||||
Code | The code for the code-to-day attendance conversion for the FTE. Note: This setup item is only required for schools that use code to day attendance. | [Attendance_Conversion_Items] Conversion_Mode_Code=codeday [Attendance_Conversion_Items]Input_Value Note: The value in the Input_Value field is the ID of an attendance code in the [Attendance_Code] table. | N/A | AT-6 SA-129 (Schools that use code to day attendance) |
Day Attendance Value | Enter the day attendance value for the code-to-day attendance conversion for the FTE. Note: This setup item is only required for schools that use code to day attendance. | [Attendance_Conversion_Items] Conversion_Mode_Code=codeday [Attendance_Conversion_Items]Attendance_Value | N/A | AT-6 SA-129 (Schools that use code to day attendance) |
Attendance: Attendance Conversions > Time | ||||
Minutes Present | Enter the minutes present for the time-to-day attendance conversion for the FTE. Note: This setup item is only required for schools that use time attendance. | [Attendance_Conversion_Items] Conversion_Mode_Code=timeday [Attendance_Conversion_Items]Input_Value | N/A | AT-6 SA-129 (Schools that use time attendance) |
Day Attendance Value | Enter the day attendance value for the time attendance conversion for the FTE. Note: This setup item is only required for schools that use time attendance. | [Attendance_Conversion_Items] Conversion_Mode_Code=timeday [Attendance_Conversion_Items]Attendance_Value | N/A | AT-6 SA-129 (Schools that use time attendance) |
Adding Full-Time EquivalenciesAttendance: Full-Time Equivalencies (FTE) > [New/Edit] | ||||
Name | Enter the FTE name. | [FTE]Name | N/A | AT-6 SA-129 |
Default Attendance Mode | Choose the default attendance mode for the FTE from the pop-up menu. | [FTE]Dflt_Att_Mode_Code | N/A | AT-6 SA-129 |
Default Attendance Conversion | Choose the default attendance conversion for the FTE from the pop-up menu. | [FTE]Dflt_Conversion_Mode_Code | N/A | AT-6 SA-129 |
Setting Up Attendance PreferencesAttendance: Preferences | ||||
Attendance Recording Methods | Select the Meeting checkbox to enable meeting attendance. Select the Daily checkbox to enable daily attendance. Select the Time checkbox to enable time attendance. Select the Interval checkbox to enable interval attendance. | [Prefs]Value [Prefs]Name=ATT_RecordModeMeeting [Prefs]Value [Prefs]Name=ATT_RecordModeDaily | N/A | Staff Student Course Student Daily Attendance |
Meeting and daily attendance bridge | If both Daily and Meeting attendance are enabled, a Meeting and Daily Attendance Bridge option must be selected, | [Prefs]ATT_RecordSectionDailySynchMode | NA | Staff Student Course Student Daily Attendance |
Count these codes for period conversion | Choose [Absences/Presents] from the count these codes for period conversion pop-up menu. Note: This option determines whether or not to count present or absent codes for period-to-day attendance conversions. | [Prefs]Value [Prefs]Name=ATT_CalcCntPresentsAbsences | AT-6 | Required Setup |
Defining Bell SchedulesCalendaring: Bell Schedules > [New/Edit] Note: When the Daily Attendance Mode has been enabled, each Bell Schedule must have one period where the flag to “Use this period for daily attendance” has been set. | ||||
Name | Enter the bell schedule name. | [Bell_Schedule]Name | N/A | AT-6 SA-129 Staff Student Course |
Attendance Conversion Method | Choose the attendance conversion method for the bell schedule from the pop-up menu. | [Bell_Schedule]Attendance_Conversion_ID | N/A | AT-6 SA-129 Staff Student Course |
Editing Bell Schedule ItemsCalendaring: Bell Schedules > Edit Schedule > [New/Edit] | ||||
Period | Choose the appropriate period from the pop-up menu | [Bell_Schedule_Items]Period_ID | N/A | Staff Student Course |
Start time | Enter the start time for the bell schedule item. | [Bell_Schedule_Items]Start_Time | N/A | Staff Student Course |
End time | Enter the end time for the bell schedule item. | [Bell_Schedule_Items]End_Time | N/A | Staff Student Course |
Counts for ADA | Select the checkbox to include this period in attendance calculations. | [Bell_Schedule_Items]ADA_Code | N/A | Staff Student Course |
Use this period for daily attendance | When the Daily Attendance Mode has been enabled, each Bell Schedule must contain one period where this flag has been set. | [Bell_Schedule_Items]Daily_Attendance_Code | NA | Staff Student Course Student Daily Attendance |
Setting Up the School CalendarCalendaring: Calendar Setup > [Select Month] | ||||
Date | The date is view-only on this page. The days included in the calendar are determined by the start date and end date of the current school year. | [Calendar_Day]Date | N/A | AT-6 SA-129 Student Daily Attendance |
Cycle Day | Choose the appropriate cycle day from the pop-up menu. | [Calendar_Day]Cycle_Day_ID | N/A | AT-6 SA-129 Student Daily Attendance |
Bell Schedule | Choose the appropriate bell schedule. | [Calendar_Day]Bell_Schedule_ID | N/A | AT-6 SA-129 Student Daily Attendance |
School In-Session | Select to count the calendar day in attendance calculation. | [Calendar_Day]InSession | N/A | AT-6 SA-129 Student Daily Attendance |
Membership Value | Enter the membership value for the calendar day to use when calculating membership. The value is normally 1 for each day. Records will not include days marked School In-Session if the Membership Value is 0. | [Calendar_Day]MembershipValue | N/A | AT-6 SA-129 Student Daily Attendance |
Tracks | Check the appropriate tracks. | [Calendar_Day]A, B, C, D, E, F | N/A | Not Required |
Type | Choose the appropriate calendar membership type: | [Calendar_Day]Type | N/A | SA-129 |
Note | Enter a note to describe the calendar day. | [Calendar_Day]Note | N/A | Not Required |
Defining Final Grades/Reporting TermsFinal Grade/Reporting Term Setup > [New/Edit] Notes:
Important: Do not delete marking periods; instead, clear out the values in the fields. | ||||
Name | Enter the name of the final grade. This name must match a name used for a NY Marking Period. | [TermBins]StoreCode | N/A | Marking Period Code Location Marking Period |
Starting Date | Enter the starting date for the final grade, usually the first day of the term. | [TermBins]Date1 | N/A | Marking Period Code Location Marking Period |
Ending Date | Enter the ending date for the final grade, usually the last day of the term. | [TermBins]Date2 | N/A | Marking Period Code Location Marking Period |
New York State Information | ||||
Store Code | Enter the store codes, comma-separated, to map to this Marking Period. | [S_NY_TRB_X]Store_Code | 2 | Student Class Grade Detail |
Term Code | Choose the term code. | [S_NY_TRB_X]Term_Code | 20 | Marking Period Code Location Marking Period Student Class Grade Detail Staff Student Course |
Marking Period Number | Choose the appropriate marking period number. | [S_NY_TRB_X]Marking_Period_Number | NA | Marking Period Code Location Marking Period Student Class Grade Detail Staff Student Course |
Grade Type Code | Choose the grade type code. Note: Marking Periods with a Grade Type of FG are required. You must define one Marking Period with a grade type code of FG for all terms in which classes are being offered (e.g., yearlong and semester classes/terms). Creating Marking Period records for Grade Type Codes other than FG is optional, but records will be extracted if they exist. | [S_NY_TRB_X]Grade_Type_Code | 2 | Marking Period Code Location Marking Period Student Class Grade Detail Staff Student Course |
District Course InformationScheduling: Courses > [Edit/New] > See the Courses section of District Setup for information on editing district courses. | ||||
Defining Cycle DaysScheduling: Days > [Edit] | ||||
Day Letter | The day letter is view-only on this page. To edit the number of days associated with this school year, navigate to School Setup > Years & Terms > Edit School Year. | [Cycle_Day]Letter | N/A | Required Setup |
Day Abbreviation | Enter the day abbreviation. | [Cycle_Day]Abbreviation | N/A | Required Setup |
Day Name | Enter the day name. | [Cycle_Day]Day_Name | N/A | Not Required |
Defining Schedule PeriodsScheduling: Periods > [Edit] | ||||
Period Number | The period number is view-only on this page. To edit the number of periods associated with this school year, navigate to School Setup > Years & Terms > Edit School Year. | [Period]Period_Number | N/A | Required Setup |
Period Abbreviation | Enter the period abbreviation. | [Period]Abbreviation | N/A | Required Setup |
Period Name | Enter the period name. | [Period]Name | N/A | Not Required |
Creating/Editing Course SectionsScheduling: Sections > [Select Section] > [New/Edit] | ||||
Course Name | The course name appears. | [Sections]Course_Name | 30 | Required Setup |
Course Number | Enter the course number for the section | [Sections]Course_Number | 12 | Required Setup |
Schedule | Select the expression for the section – the days and periods that the section is taught. | [Sections]Expression | N/A | Staff Student Course |
Term | Choose the appropriate term. | [Sections]TermID | N/A | Course Extract Staff Snapshot Staff Student Course |
Teacher - Section Lead | Click Add to enter information about the lead teacher of the section. Click the notes icon under Actions and enter information into the following fields:
| [S_NY_STC_TeacherWeight_C]SectionTeacherId [S_NY_STC_TeacherWeight_C]Teacherweight [S_NY_STC_X]SpecialEdIndicator_TF [S_NY_STC_X]ENL_Instructor [S_NY_STC_X]PrimaryInstructor_TF | 19 25 1 1 1 | Course Extract Staff Student Course |
Teacher/Staff - Additional | Click Add to enter information about the co-teacher of the section. Click the notes icon under Actions and enter information into the following fields:
| [S_NY_STC_TeacherWeight_C]SectionTeacherId [S_NY_STC_TeacherWeight_C]Teacherweight [S_NY_STC_X]SpecialEdIndicator_TF [S_NY_STC_X]ENL_Instructor [S_NY_STC_X]PrimaryInstructor_TF | 19 25 1 1 1 | Course Extract Staff Student Course |
Section Number | Enter the section number. | [Sections]Section_Number | 25 | Course Extract Staff Student Course |
Current Enrollment | The number of students enrolled in the section appears. This field is not editable. | [Sections]No_Of_Students | 4 | Course Extract Staff Snapshot |
Grade Level | Enter the grade level associated with the majority of students in the section. | [Secrtions]Grade_Level | Staff Student Course | |
Grade Scale | Select a grade scale to override the value set at the Course level. Otherwise, leave set to Same as Course (Default value) | [Sections]GradeScaleID | Historical Grade Update Script | |
School Where Taught | To override the school associated with this section, enter the appropriate school ID in this space. Otherwise, leave blank. | [Sections]WhereTaught | Staff Student Course | |
Primary Instruction Delivery Method | Select the primary method of instruction delivery. | [S_NY_SEC_X]PrimaryInstructDeliveryMethod | 8 | Course Instructor Assignment |
Primary Course Instruction Language Indicator | Enter the primary language of instruction for this section. Begin entering into the smart search field and choose the language. | [S_NY_SEC_X]PrimaryInstructLangCode | 20 | |
New York State Reporting Information | ||||
Regent Exam Grade is Factored into Course Grade | Select this checkbox if the grade awarded for this course is affected by the regent exam. This field overrides the value entered at the course level. | [S_NY_SEC_X]RegentExam [S_NY_CC_X]RegentExam | N/A | Student Class Grade Detail |
Dual Credit Indicator | Select Yes or No from the pop-up to indicate whether this section is eligible for dual/concurrent credit. | [S_NY_SEC_X]DualCrInd [S_NY_CC_X]DualCrInd | N/A | Student Class Entry Exit Student Class Grade Detail |
Dual /Concurrent Credit Code | Select the setting where students are taking the course for college credit. Valid values:
Notes:
| [S_NY_SEC_X]DualConCrCode [S_NY_CC_X]DualConCrCode [S_NY_SRG_X]DualConCrCode | 20 | Student Class Grade Detail |
STUDENT DISTRICT CODE (COURSE DISTRICT) | Enter the code to identify the district where the course takes place. Note: This field is used for situations in which students are enrolled in a geographic district other than the one where the course is offered. | [S_NY_SEC_X]StuDistCode | 8 | Student Class Grade Detail |
Incidental Teaching Assignment Indicator | Choose Yes or No to indicate if this is a course that an instructor can teach outside of their designated certification area. The default value is Blank. | [S_NY_SEC_X]IncTeaAssignInd | 3 | Course Instructor Assignment |
Viewing Teaching Weighting RecordsScheduling: Sections > [Select Section] > Student/Teacher Weighting Records Note: This is a read-only page that displays each of the teachers who are assigned to a section. To update the Student/Teacher weightings for a specific teacher, select the Edit link to the right. | ||||
Lead Teacher | The lead teacher's name. | [S_NY_STC_TeacherWeight_C]SectionTeacherId [S_NY_STC_TeacherWeight_C]Teacherweight [S_NY_STC_X]SpecialEdIndicator_TF | 9 25 1 | Staff Student Course |
Course.Section | The section ID for the currently selected section. | [S_NY_STC_TeacherWeight_C]sections.ID | N/A | Staff Student Course |
Teacher Name | The section teacher's name. | [S_NY_STC_TeacherWeight_C]TeacherName | N/A | Staff Student Course |
Start Date | The date the teacher started teaching the section. | [S_NY_STC_TeacherWeight_C]StartDate | 10 | Staff Student Course |
End Date | This value defaults to June 30th of the selected school year. If the teacher leaves the class before the end of the term, enter the last date the teacher was assigned to the class. | [S_NY_STC_TeacherWeight_C]endDate | 10 | Staff Student Course |
Allocation | The allocation value; set on the section screen. | N/A | Staff Student Course | |
Student/Teacher Weighting | Select Edit to update records. | N/A | Staff Student Course | |
Editing Teaching Weighting RecordsScheduling: Sections > [Select Section] > Student/Teacher Weighting Records > Edit Note: This screen displays each of the students in the selected section. To enable student-level weighting for the selected teacher, select the checkbox to the left of the student's name and enter the appropriate weighting override value in the applicable field to the right of the student's name and enrollment dates. | ||||
Select a Student | Select the checkbox to indicate the instructional responsibility weight for this student. | [S_NY_STC_TeacherWeight_C]User_defined_numeric | 1 | Staff Student Course |
Teacher Weight | Enter a value between 0.0 and 1.0 to indicate the instructional responsibility weight for the student for this teacher. The default value is 1.0. | [S_NY_STC_TeacherWeight_C]TeacherWeight | 6 | Staff Student Course |
Defining Years & TermsYears & Terms > [New/Edit] | ||||
Name | Enter the name of the term. | [Terms]Name | N/A | All Reports |
Abbreviation | Enter an abbreviation for the term. | [Terms]Abbreviation | N/A | All Reports |
First Day of Term | Enter the first day of the term. | [Terms]FirstDay | N/A | All Reports |
Last Day of Term | Enter the last day of the term. | [Terms]LastDay | N/A | All Reports |
What portion of the school year does this term represent? | Choose the portion of the year that the term represents. For example, for semester terms, choose ½ and for quarter terms, choose ¼. | [Terms]Portion | N/A | SA-129 |
Setting Up Guidance CounselorsNew York State Information: Guidance Counselor Setup > [Edit/New] | ||||
Record ID | The record identification number. | [S_NY_SCH_COUNSELOR_C]Record_ID | 10 | |
Counselor ID | Enter the guidance counselor's identification number. | [S_NY_SCH_COUNSELOR_C]Id_Number | 12 | |
Counselor Name | Enter the guidance counselor's name. | [S_NY_SCH_COUNSELOR_C]Counselor_Name | 30 | |
District Code | The extract will use the District Code for the school unless an override is specified. | [Schools]District_Code | 10 | |
District Code Override | Enter the override for the District Code. | [S_NY_SCH_COUNSELOR_C]District_Code | 10 | |
Status | Select the checkbox if the counselor is active. | [S_NY_SCH_COUNSELOR_C]CounselorStatus_TF | 1 |