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. The group will be displayed in the list of Groups.

Add Participants

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 the ID field and enter the ID for the participant.

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

9. Click the Gender drop-down and click gender.

10. Click the Hispanic drop-down and click status.

11. Click the 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 of the 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 for the participant under the Remove column and click Remove Participant.

Pre Test and Post Test

1. Click Roster.

2. Click the Group from the list.

3. Click Pre and Post Test.

4. Click the checkboxes under each participant for pre and post-test as needed to indicate completion.

5. Click Save.

6. 

Manage Sessions

1. Click Roster.

2. Click the Group from the list.

3. Click Manage Session.

4. Click Add Session.

5. Click Please select a date field and click date.

6. Click Add a New Session.

7. Click the checkboxes under each participant to indicate attendance.

8. Click Save.

9. 

   Click Testing Group and repeat steps 4-8 to add additional sessions.

Tip: You can toggle from session to session by clicking the Next Session and Previous Session buttons.

Tip: To remove a session from the list, click the checkbox under the Remove column and click Remove Selected Session.

Attendance Sheet

1. Click Roster.

2. Click the Group from the list.

3. Click Manage Session.

4. Click Attendance Sheet. The system will create a CSV download file and display it at the bottom of your internet browser listing each participant, their grade, pre and post-test status, each session, and the participant’s attendance.