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SIS 2000+ Student Loader

Step 3, Select and Sort 

3.1 Select Criteria
The Student Loader can be instructed, in the form of a select query, to schedule only selected students within the categories of Grade (grade level), Service (educational service type), Gender, Ethnicity, and Group (pre-defined student groups). The Loader is set to include All categories and their criterion by default, unless queries are applied.

From the main request form, click on the 'Select' tab to bring that screen to the forefront (Fig. 11).

Fig. 11
 

3.1.1 Select a category and activate the edit mode
Select (highlight) a data field in the Select list (Fig. 12) and click on the Edit command button.


Fig. 12

A criteria selection screen will open specifically designed for the selected category (Fig. 13).

3.1.2 Select criterion, and apply query
Criterion are displayed in a list (Fig. 13) where all, some, or none may be selected. Select a criteria by clicking on the entry until it is highlighted in gray. To select more than one criterion, hold the CTRL key down while clicking. Deselect one criterion at a time in the same manner. To deselect all criteria, click on the Reset command button. If no criteria are selected, then "All" will be included in the report. Click on the Done command button to apply the query, or Cancel to abort.


Fig. 13 - sample criteria selection screen

3.1.3 Repeat
Repeat Step 3.1.1 - 3.1.2 to apply more select queries, if required.

3.1.4 Review selected parameters
After queries are set and applied as needed, the view will return to the 'Select' screen. Each category in the list will display a code after its name signifying the criterion currently applied (Fig. 14). Review the parameters. If all are satisfactory, continue to the sorting procedure in the next step. If editing is required, go back and make appropriate changes using the Edit command button until all parameters are correct.


Fig. 14



To restore a category's parameters to its default selection of "All", highlight the category name in the 'Select' screen and click on the Reset command button.
 
 

3.2.1 Open the Sort screen
Click on the 'Sort' tab to bring the screen to the forefront (Fig. 15).


Fig. 15

The default settings are:
 

• Grade = Primary sort field
• Name = Secondary sort field

3.2.2 Add a sort field
Additional sort fields such as Service, Ethnicity and Gender may be added to the end of the list. Click on the Add command button to open the 'Add Sort Field' screen (Fig. 16). Select a Field Name to add from the drop-down list. Click on the Done command to confirm addition and return to the 'Sort' screen.


Fig. 16

3.2.3 Re-order sort fields

mover bar

Sort fields can be moved to a different position in the list by dragging and dropping them up or down with the mover bar, thus changing the sorting order of the report. For example, in Fig. 17 the Name field is the primary sort field at the top of the list and the Grade field is the secondary sort field. The Grade field can be moved to the top of the list to become the primary sort field. Select (highlight) the Grade field until the mover bar is activated with small black arrows. Drag and drop the Grade field to the top of the list using the mover bar. The Grade field will displace the Name field as the primary sort field and all other fields will moved down one position accordingly (Fig. 18).


Fig. 17


Fig. 18

3.2.4 Edit ascending/descending parameter
The default alphanumeric sorting direction for a sort field is Ascending. To change a field's sort direction from ascending to descending and visa versa, select (highlight) the field name in the Sort list and click on the Edit... command button. Change the direction by clicking Ascending or Descending in the 'Edit Sort Field' dialog that appears (Fig. 19). Click on the Done command button to apply the parameter, or Cancel to abort.


Fig. 19
 



To restore the sorting order to its default configuration, click on the Reset command button on the Sort screen.



To restore all parameters in the Options, Select and Sort screens to their default selections, click on the Reset All command button.

3.2.5 Preview Loader report



Click on the Preview command button to open the proprietary Loader report. The report will be a listing of all students to be processed in the current scheduling run according to the loader rules defined in the 'Options' screen and the queries applied in the 'Select' screen, sorted according to the sort order defined in the 'Sort' screen. An optional cover page will summarize all Options, rules, and queries defined for the session.

For further information on previewing and printing reports, see General Reporting Procedures.