Rosters

Some Vendors will have access to Rosters on their Home Page.

Add New Group

1. Click Roster. Your provider location and current Fiscal Year will be displayed.

2. Click Add New Group.

3. Click Group Name field and enter a name for the group.

4. Click Curriculum drop-down and click the appropriate curriculum for the group.

5. Click Create New Group.

Manage Roster

1. Click Roster.

2. Click the Group from the list.

3. Click Add to Roster.

4. Click First Name field and enter the first name.

5. Click Last Name field and enter the last name.

6. Click Check for Possible Match. If found, the system will display the previous client and allow you to click a checkbox under Add, click Add Marked Participants, or click Add New Participant. If no matches are found, and after clicking Add New Participant, the system will display additional fields for entry.

7. 

   Click ID field and enter the ID for the participant.

8. Click Date-of-Birth field or calendar and enter or click the DOB for the participant.

9. Click Gender drop-down and click gender.

10. Click Hispanic drop-down and click status.

11. Click Ethnicity drop-down and click status.

12. Click Add New Participant to Roster.

    

13. Repeat steps 3-12 to add additional participants to the Group.

14. After all participants are added, click the grade drop-down for each person and click grade.

15. Click Save.

16. 

Tip: To remove a participant from a group, click the checkbox Remove and click Remove Participant.