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SIS 2000+ Course Request List & Tally Detailed Instructions Last update: 04/15/2001 jmm

The Course Request List & Tally Report is a listing of the requests per course within a track. This report is used as a reference when designing a Master Schedule. The total requests per course is subdivided into the number of requests per gender and the number per grade. The course attributes of Department, Gender, Maximum Capacity (Section Size), Maximum TAs, Lowest Grade and Highest Grade (Grade Range) are listed for each course reported (as defined in the District Courses database and the Track Course Selection program).

The names of all students requesting each course may also be listed as an option. Within a student listing, Faculty Requests, Priority Values, Lock Status, TA requests, and Alternate For course ID numbers are displayed (as defined in the Course Request Editor). An internal course request Status field will show if the original course request was modified in any way. Student's phone numbers may be added.

Using select queries, a wide variety of criteria may be defined to select the records to be reported.

• For details on the course request process, see Course Request Editor.
• For more information on creating the master schedule, see Master Schedule Editor.
• For a general outline of the scheduling process and how scheduling reports are used in the process, see Student Loader, Step 1, "Prerequisites"

Login:
Login to any track of the school site that is being scheduled. The Course Request list can be reported for any track within the site. See the document titled Login for further instructions on login procedures.

1. Open the report
From the Scheduling Menu, click on the Reports icon button. Select the report's title from the list menu that appears. See General Reporting Procedures, Step 1 for more information on finding and opening a report.

Fig. 1 - opening screen, default Options
 

2. Define Parameters
The opening screen of this report (Fig. 1) contains three information screens: 'Options', 'Select', and 'Sort'. Click on each tab to view and define various parameters for the report, or continue to the Step 3 to view and/or print the report using the default parameters.

2.1 Choose Options
Click on the 'Options' tab (Fig. 2). Choose options as follows:

Fig. 2 - sample options
 
• Title -

The default title of this report is "Course Request List & Tally". Put a check in this box to enable a user-defined title to be entered into the field to the immediate right. The user-defined title may then be enabled or disabled using the checkbox. It will remain in memory until the report is quit.
• Track -

Select a track to report within the logged on school.
• Detail Listing -

The default report lists the number of requests per course without detailing which students requested the courses. By checking this box, the names of the students requesting a course will be listed beneath each course reported. The Detail options below will be enabled, allowing further configuration of how student names are listed, as follows:
• Order Student List by Name -

The students' names will listed in ascending alphabetical order.
• Order Student List by Grade -

The students' names will listed according to their grade level, in ascending numerical order.
• Show Student Home Phone -

Includes the students' phone numbers in the list.
• Print One Course Per Page -

This option will insert a page break between each course reported.
 
 


Click on the Reset command button to restore all Options to their default selections (Fig. 1).
 

2.2 Apply Select queries
SIS 2000+ reports can be instructed to print specific records through the application of queries. A query is essentially a data filter. By defining criteria (parameters) for selected data fields, specific records can be retrieved. Click on the 'Select' tab. A list of data fields is displayed (Fig. 3). These are the data fields that will available for querying. The default criteria is "All" for each data field. To apply a select query to any data field, continue with Step 2.2.1. If no queries are needed, continue to the sorting procedure in Step 2.3.


Fig. 3
 

2.2.1 Select data fields and apply queries
Select a data field in the list until it is highlighted in gray (Fig. 3) and then click on the Edit command button. A query screen (criteria selection screen) will open that is specifically designed for the selected data field. There are several possible types of queries, depending on the data field selected. Instructions on how to apply each type of query are found in the document titled General Reporting Procedures.
 
• Course = Query Type 3. This query allows for the selection of a single course or any number of specific courses to be reported. If none are selected then "All" will be listed.
• Course Group = Query Type 1. A specific course group or set of groups may be selected. Those courses within the group(s) will be listed in the report. Course groups are defined in the Group Editor application.
• Department = Query Type 1. A specific department or set of departments may be selected. Only those courses within the department(s) will be listed in the report. If none are selected, then "All" will be reported. Departments are assigned in the District Courses program.
• Grade = Query Type 1. A specific grade level or set of grade levels may be selected. If none are selected, then "All" will be reported.
• Term Preference = Query Type 1. A specific term or set of terms may be selected for reporting. If none are selected, then "All" will be reported.
• Lastname = Query Type 4. A contiguous alphabetical range of students can be selected for reporting based on their last names. If no range is defined, then "All" will be reported.
 

Apply queries as needed for each of the above data fields by clicking on the Done command button within each criteria selection screen.
 

Note on Query results:  Use caution when making multiple queries across data fields. Only records that satisfy all queries will be reported. Some queries may be mutually exclusive, causing the report to yield no records. In this type of situation there will be no pages to preview or print for the body of the report. This status will be indicated by the following error message appearing at the bottom of the cover sheet:  ***** NO RECORDS SELECTED FOR REPORT *****

 

2.2.2 Review selected parameters
After parameters are set and queries applied as needed, the view will return to the 'Select' screen. Each data field in the list will display a code after its name signifying the parameters currently applied (Fig. 4). Review the parameters. If all are satisfactory, continue to the sorting procedure in Step 2.3. If editing is required, repeat Step 2.2.1.


Fig. 4 - sample review
 



To restore a field's parameters to its default selection, highlight the field name in the list and click on the Reset command button.
 

2.3 Define the Sort order
Click on the 'Sort' tab. The 'Sort' screen (Fig. 5) displays the data fields used for sorting the indexed courses in the report. In this report the default is:

Course Code = the primary sort field

 

Fig. 5
 
Sort Commands:
 
• Additional sorting fields may be added via the Add command button.
• A sorting field may be deleted by first selecting the field in the list and then clicking on the Delete command button.
• The sorting order may be changed by shifting the position of a field in the list using the mover bar .
• The direction of a sort field (ascending or descending) may be edited by selecting the sort field from the list and activating the Edit command.
 

Fig. 6 - sample custom sort order
 
For further instructions on defining the sort order of the report, see General Reporting Procedures, Steps 2.3-2.3.4
 
2.4 Resetting global defaults



Global default parameters for all the screens can be reset by clicking on the Reset All command button at the bottom of the main screen.
 
 

The customized or default report can be previewed at any time before actual printing by clicking on the Preview command button. An option to print the report is available when the Preview is exited. For further instructions on previewing reports, see General Reporting Procedures, Step 3
 

4. Print the report to printer or to a file

Click on the Print command button to print the report to a printer or to a file without previewing it. For further instructions on printing reports, see General Reporting Procedures, Step 4
 
 
5. Exit report

Click on the Quit command button to exit the report screen at any time.
 

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