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SIS 2000+ Group Editor

Sec. 3, Define A New Group 

3.1 Set Types
On the main screen, set the Owner Type field to "All" and the Group Type field to "All" (Fig. 11), if user's permission will allow. The Types set here will determine what types of new groups can be defined by the user in the next step.

Fig. 11
 

3.2 Create a new group

3.2.1 Click on the New command button to open the New Group screen (Fig. 12)


Fig. 12

3.2.2 Define general information about the new group:

• Group Type -

determine what kind of data the group will contain: Student, Faculty, or Course.
• Owner Type -

determine what kind of user will have access to edit the group: District (administrator), School (administrator), or Faculty (teacher-level).
• Owner -

assign a specific owner to the group. The Owner Type selected in the previous field will determine the selection list that appears in this field. If the Owner Type is District, select a District Office site. If Owner Type is School, select a school site. If Owner Type is Faculty, select a faculty member.
• Code -

assign an alphanumeric ID code.
• Description -

create a name for the group.


Fig. 13 - Sample, General Information

Optional: Once the General Information is defined for a new group (Fig. 13), there is enough definitive data to allow the group to be saved even though no Method of Calculation or Data Source has been selected. Click on the Done command button to save the group at any time after this point. When saved, the view will revert to the main screen. The remaining parameters for the group can be completed later using the edit mode. See Sec. 4, "Edit/Delete A Group."
 

3.2.3 Set Calculation Method
Check either Manual or Dynamic (Fig. 14).

Fig. 14
 
• Manual -

A Manual collection, or ‘specific collection’, is a manually created collection of entities to be included in the group. However, these specific collections will be "current" only (i.e. no dates or duration will be maintained for them). See Step 3.3.
• Dynamic -

Since the dynamic collections are "time dependent", the SQL Queries that will be used to collect records will need to include parameterized dates and other selection parameters (which must be provided at calculation time). The SQL Query Editor (separate program) is used to define criteria for dynamic groups. See Step 3.4.
 
 

3.3.1 Initiate Edit Group List
Click on the Edit command button. If the new group has not yet been saved, a New Group dialog box will appear (Fig. 15) Answer "Yes" to save the new group to the list, or "No" to revert to the New Group information screen without saving.


Fig. 15

If "Yes", a blank Edit Group List screen will appear (Fig. 16). There are three areas in the screen layout:
 

1) Data Source Selection
This area is for selecting the type of data source to be used to collect records, and then the specific data source to be used.

2) Source
The "Source" caption will be preceded with the Group Type name selected in Step 3.2.2, such as "Student Source." When a specific data source has been selected, the records retrieved by the source will be displayed in this area of the screen.

3) Members
The "Members" caption on the right will be preceded by the Group Type and the group Code, Such as "Student Group -code- Members." This area of the screen will display specific records that have been manually selected from the Source list on the left. These "Members" are the final records collected by to the group. These records will not be effected by time parameters.


Fig. 16
 

3.3.2 Select a Data Source
Choose the type of data source from which to collect records by checking either the View field (Fig. 17) or the Group field (Fig. 18). Then select a specific data source from the selections available in the drop-down list. Wait a few moments as the records are retrieved and displayed in the Source list (Fig. 19)
• View -

If View is checked, select a query from the list. Queries available will be system-defined enrollment status queries plus any queries created in the SQL Query Editor program.


Fig. 17
 

• Group -

If Group is checked, select a previously defined group from the list. These groups will behave in similar manner as queries.


Fig. 18
 

3.3.3 Manually select records
Once a specific query or group has been selected as the data source, the records retrieved by the data source will be displayed in the Source list on the left hand side (Fig. 19).
• Select an individual record from the Source list and click on the right arrow button (Fig. 20). That record will be moved to the Members list on the right. In like manner, each record to be added to the group is moved one at a time. To move all records at once, use the double right arrow.
• Use the reverse process via the left arrows to deselect Members of the group and move them back to the left side.
• Remember that the records selected to be Members of the group using this manual method of calculation will always remain in the group, even if they are dynamically excluded from the original data source at a later date.


Fig. 19


Fig. 20
 

(Under Construction)
 

3.5 Save the Group
Click on the Done command button to save the new group. The view will revert to the main screen, displaying the new group description in the Selected Groups list.