Mass Assign Counselor

• Click . Mass Assign Counselor screen displays.

• Enter Definition Name.

• Type Description.

• • Click  to spell check.

  • Click  for additional space.

NOTE: To replace a counselor name already assigned to students, complete both Counselor From and Counselor To. When adding a new counselor without replacing current assignments complete Counselor To, only.

To select a counselor

• Click next to appropriate box. Find Staff screen displays.

• Enter all or part of Last Name, First Name and/or Middle Name.

• Click . Search Results displays first record matching criteria entered.

• Click line of name to highlight.

• Click .

If adding a counselor,

• Click Update Options .

• Select Update All to replace all counselor assignments

OR

Select Update Unassigned Only to assign new counselor to those students not assigned a counselor.

• Click .

Define conditions for students selected for this mass assignment

NOTE: All conditions are considered to be "AND" conditions for the purpose of this process. For example, if you add a condition for a last name that starts with 'A' and a condition for a last name that starts with 'B', no results will be returned.

To add a new condition

• Click on Conditions grid. A new blank line displays.

• Click Property and select criteria for conditions such as this example using ExpectedGraduationYear (K12.Student).

• Enter appropriate Condition Value.

• Click Condition Type and select.

• Click Not and select, if appropriate. In this example, expected graduation would not equal 2011.

Condition Type selections:

• Contains - Property selected must contain value entered.

• Ends With – Property selected must end with the value entered.

• Equal To - Property selected must be exactly  the same as the value entered.

• Greater or Equal – Property selected must be greater than or equal to the value entered.

• Greater Than – Property selected must be greater than the value entered.

• In List – Property selected must include one of the values entered.

• Less Than – Property selected must be less than the value entered.

• Less Than or Equal – Property selected must be less than or equal to the value entered.

• Starts With – Property selected must start with the value entered.

Examples:

This result would list all students with an email address that contained the letters 'yahoo' anywhere in the property. (billy@yahoo.com, melissa@yahoo.com, or yahoo@gmail.com etc.)

If Not was added,

This result would list all students with an email address that did not have 'yahoo' in it (george@gmail.com, sandra@hotmail.com, etc.)

 

This result would list all students with zip codes ending in 01.

If Not was added

This result would list all students with zip codes ending in anything but 01.

 

This result would list all students whose Home Language was English.

If Not was added,

This result would list all students whose Home Language was not English.

 

This result would list all students with an expected Graduation Date of 2012 or higher.

If Not was added,

This result would list all students with an expected Graduation Date of 2011 or lower.

• Click on Conditions grid to add another condition,

OR

Check to remove a condition.

• Click .