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SIS 2000+ Service Manager

Student "Services" are non-curricular services provided to students by the school staff, health professionals, or other providers. Examples of such services would be any type of therapy (physical, speech, behavioral), any type of counseling, tutoring service, or any meetings regarding the welfare of the student or dictating a plan of action for a student (such as an IEP). For each service administered, basic information is tracked in a separate Student Services application about the type of service and the date and time it was provided.

The Service Manager application is a query utility for tracking services administered based on a specified set of criteria, such as date range, student status, completion status, service status, etc. When a list of qualifying Services is retrieved by the query, all attributes of those Services can be edited (with the exception of the Service name and the name of the student to which the Service was assigned). A practical application of this program would be to retrieve a list of Services that were scheduled to happen in a particular date range and then check off the ones that were actually completed by changing their Status fields from "Scheduled" to "Provided".

The Service Manager differs in function from the related Student Services application in that the Manager will retrieve a list of Services based on their attributes whereas the Student Services application tracks the history of services on a per student basis. Therefore, the Manager application provides a quick way to review a set of Services across a set of students.

1. Open Service Manager application
From the SIS 2000+ Main Menu open the Services & Program Menu (Fig. 1).

Fig. 1

From the Services & Program Menu click on the Service Manager icon button to open the application.

Fig. 2

Screen layout

There are two information screens in the Service Manager main screen:

• The 'Services Selection Criteria' screen is used to define the parameters for a query.
• The 'Service Data' screen displays the results of the query applied.

Put a check mark in each category box on the left side to activate the corresponding selection criteria dialogs to the right. Then define the criteria. To disable the criteria entered without completely deleting the parameters, deselect the category check box.

• Service Date -

Define a Service date range to query by entering a Start Date and an End Date using the drop-down calendar in each field (Fig. 3). In the calendar (Fig. 4) use the single VCR buttons to scroll forward or backwards through the months or use the double VCR buttons to scroll forward or backward through the years. Select the target date until it is highlighted in yellow (or click on Today to enter the current system date), then click on the Select command button to enter that date in the field and automatically close the calendar, or Cancel to abort.


Fig. 3


Fig. 4



• Student -

A group of students can be queried or an individual student can be queried. Student groups available for query are based on system-defined enrollment status, such as Active, Inactive, Future, etc. Select a group from the drop-down list in the Enrollment field (Fig. 5). For more information on system-defined enrollment status, see Student Banner, "Student Groups".


Fig. 5


To query and individual student click on the Find command button to open the 'Student Search Form' (Fig. 6). Find the target student by entering any portion of the Student Identifier, Last Name, or First Name. The selected student's name will appear in the Student field (Fig. 7) regardless of what Enrollment status is selected.


Fig. 6

Fig. 7

• Completion Status -

Select Complete or Incomplete.


Fig. 8


• Service Status -

Select a Status to query from the drop-down list.


Fig. 9


• Recheck -

This attribute indicates whether a follow-up was specified in the Student Services procedure. If "Needed" is checked, enter a date range of the recheck in the Start Date and End Date fields using the drop-down calendar. If "Not Needed" is checked then the date range fields will be disabled and the query will only look for those Services that did not require a recheck.


Fig. 10

View -
Click on the 'Service Data' tab to view the Service records retrieved by the current criteria (Fig. 11). Only those records that satisfy all criteria defined in the previous step will be retrieved. The columns in the list represent attributes of the services. However, the grid is not large enough to view all columns simultaneously. Use the horizontal scroll bars to view the left side (Fig. 11) or the right side (Fig. 12) of the list. Use the vertical scroll bars, if necessary, to view all the records in the list.

Student names and Student ID numbers are displayed in the leftmost Student column. To the immediate right is the name of associated Service that qualifies for the query followed by the rest of its attributes as they were defined in the Student Services procedure.

Remarks for the selected service is displayed at the bottom of the screen. This is equivalent to the Description of service field in the Student Services application. To view the Remarks for a Service in the list, click on the target entry until the line is selected by a small pointer on the left.


Fig. 11 - left side


Fig. 12 - right side


• Sort List

The default sorting order of the list is ascending alphabetical based on the Student field. The list may be resorted in ascending or descending order on the Service, Date, or Status fields. To resort the list, click on the column header of the target field to sort on. The list will automatically sort itself in ascending order on the field clicked, or in the reverse direction of its current sort order. For example, if the target field was in ascending order, the mouse click will cause the list to be sorted in descending order by the target field, and visa versa. The current sorting field will be flagged by a small gray arrow in the column header.

The UP arrow indicates Ascending sorting order
The DOWN arrow indicates Descending sorting order.

The new sorting order is temporary only. The default sorting order is reinstated whenever the program is quit and reopened.

Alternate Sorting Method:
From the Sort drop-down menu, select a field to sort on and a direction to sort. (See Student Services, Step 4, "View/Sort Services" for more details on sorting methods.)

4.1 Activate the edit mode
Click on the Edit command button to activate the edit mode, indicated when the fields turn from gray to white (Fig. 12).


Fig. 13 - left side edit mode, showing editing in progress for the Status field of Acosta, Elias / Career Planning.

4.2 Modify data
Use the Tab key to move from field to field within one record. Use the Up or Down arrow keys or the mouse to move to another line. (or click on the Done command button to exit the edit mode without making changes.) Modify data fields as necessary.

Left side


• Student -

The name of the student (and their ID#) that this Service was assigned to. A read-only field.
• Service -

The name of the Service queried. A read-only field.
• Date -

The date when this Service was provided (or scheduled to be provided).
• Status -

Select a service status from the drop-down list (Fig. 13). Select "Provided" if the service is completed. When "Provided" is selected the Complete field will be auto-checked. If "Canceled" is selected the Complete field will automatically be deselected.
• Cmpl (Complete) -

A check here indicates that the Service is completed.

Right side

• How Served -

Select a mode of service to indicate the setting in which the service was (or is to be) provided, such as, "At School, School Staff", "At Home, School Staff", Outside Professional Team", etc.
• Administered by -

Name of person administering the service.
• Rech (recheck) -

Check here as reminder if the service needs a follow-up.
• Rechk Date -

Enter a follow-up date.

Fig. 14

6. Exit program
Click on the Quit command button to exit the Service Manager program.