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List Management
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| The List Management capabilities allow you to add students to a list and then retrieve the list of students at a later time for a variety of purposes. Lists may be compared to each other in order to find intersections, unions, and differences. Lists may be static or dynamic.
Practical Uses for Lists
Lists may be used to group any population of students together and give the user the ability to quickly display all students that belong to a list. This functionality in and of itself makes lists useful indeed. But there are other ways that lists can be utilized to provide added functionality in the use of the tracking software.
- Centers may require that only certain students are allowed to log a visit to the center. This can be done by adjusting the preference in the subcenter entry screen to constrain logging visits to students from a certain static or dynamic list.
- Centers may also require that only certain students be allowed to book an appointment in a particular center. The same subcenter entry screen gives the ability to constrain appointment booking to only those students that belong to a particular static or dynamic center.
- Lists might be used for grouping certain student populations, like students that participate in a particular sport - this list of students might be particularly important to a coach.
- Lists might also be used to categorize students that qualify for a certain program or be part of a special needs program where those students are reported on in a special fashion. Since the standard reports include an option for choosing a list to use for the student population on the report, organizing the students into a list makes reporting on the group of students straight forward and easy.
Static Lists
Static Lists are lists of students that you create where you may manually add or remove the student from the list. Thus the student stays on the list statically until you remove the student.
Dynamic Lists
Dynamic Lists are lists where you provide search criteria that describes the students that belong to the list. Each time the list is displayed the stored search criteria is executed to find the list of students that match the criteria. Thus the population of students can change from day to day, making this list very dynamic.
Dynamic Lists may be based on another dynamic list. For example if you had two dynamics lists, one called Baseball that searched for all students that have the value baseball entered for the sport field, and another dynamic list called football that did a similar search for the key value foot ball, you could then have another dynamic list called Athletes that looks for all students that are members of either the baseball list or the football list. This means that anytime the value of the sport field changes for a student, his or her membership any related lists are automatically updated.
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List Management - Preferences
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| The Center Access tab allows you to choose what kind of access you'd like the chosen group to have in which centers. Access is split into Log Visits To, View Schedules, View Visits, Report On, Messages, Post Doc Types, Access to Lists, Access to Surveys, Access to Referrals, and Access to Custom Tabs.
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Creating a Static Student List
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| The User List tab shows you the list of users associated with the group. You can edit existing users or create new users associated with this group.
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Creating a Static Student List
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| The Center Access tab allows you to choose what kind of access you'd like the chosen group to have in which centers. Access is split into Log Visits To, View Schedules, View Visits, Report On, Messages, Post Doc Types, Access to Lists, Access to Surveys, Access to Referrals, and Access to Custom Tabs.
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Watchlist Indicators
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| The User List tab shows you the list of users associated with the group. You can edit existing users or create new users associated with this group.
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Constraining Logins based on Lists
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| The KIOSK List tab shows all KIOSKs associated with the chosen group. You can edit existing KIOSKSs or create new KOISKs associated with this group.
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Running Reports based on Lists
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| The KIOSK List tab shows all KIOSKs associated with the chosen group. You can edit existing KIOSKSs or create new KOISKs associated with this group.
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