AccuTrack/AccuSQL 2020 Reference Manual

INTRODUCTION

• WELCOME TO THE WORLD OF ACCUSQL & ACCUTRACK
• WHAT IS THE DIFFERENCE BETWEEN ACCUSQL AND ACCUTRACK?
• HOW TO USE THIS MANUAL

INSTALLATION

• HARDWARE REQUIREMENTS
• INSTALLING ACCUSQL/ACCUTRACK
• LAUNCHING ACCUSQL/ACCUTRACK
• Shared Data Installation
• Uninstalling AccuSQL/AccuTrack
• SWITCHING TO A BLANK DATABASE
• USING DATA FILES FROM AN OLDER VERSION OF ACCUSQL/ACCUTRACK
• USING AN ID-READER
• CONFIGURING ACCUSQL/ACCUTRACK FOR YOUR CENTER
• Setting up the student attendance tracking module
• Setting up feedback on services
• Setting up tutor ratings
• Setting up work-hours tracking / pay calculations
• Setting up appointments management
• Setting up the media checkouts module
• Setting up other modules
• MAINTAINING ACCUSQL/ACCUTRACK
• USING CONTROLS
• List boxes
• Option buttons
• Check Boxes
• Text Boxes
• Spinners
• Page frames
• SPECIAL ACCUSQL/ACCUTRACK CONTROLS
• Selection List Boxes
• Quick Locate Box
• SuperTable
• Multiple Selection Table
• Date and Time Entry Box
• Calendar Date and Time Entry Box
• Period Selection Box

USING ACCUSQL/ACCUTRACK SCREENS

• THE INTRO SCREEN
• MAIN SIGN-IN SCREEN
• SIGNING IN OR OUT CONFIRMATION MESSAGE
• TUTOR SIGN-IN
• SIGN-IN SCREEN BUTTONS
• NEW STUDENT SCREEN
• ACTIVITY SELECTION SCREEN
• TUTOR SELECTION SCREEN
• FEEDBACK SCREEN
• SEMINAR SIGN-UP
• APPOINTMENTS SIGN-UP
• Scheduling an Appointment Using Quick Scheduler
• Scheduling an Appointment Using Appointment Wizard
• TUTORS SIGN-IN
• CLASS SIGN-IN
• CLASS SIGN-OUT
• SEMINAR SIGN-IN
• SYSTEM ADMINISTRATION SCREEN
• ORGANIZATION OF THE SYSTEM ADMINISTRATION SCREEN
• CUSTOMIZING THE MAIN MENU OPTIONS

USERS SETUP

• STUDENTS
• Adding a Student
• Editing a Student
• Making a Student Inactive
• Hide Inactive Students (Pin)
• Deleting a Student
• Changing the capitalization of the entered names
• Show Web (Registrations)
• Set Active/inactive
• Adding Profile Data to a Student Record
• Assign Picture
• Attachments
• Change Password
• Using the Students Central Toolbar
• TUTORS
• Adding a Tutor
• Editing a Tutor
• Making a Tutor inactive
• Deleting a Tutor
• Attachments
• Change Password
• Using the Tutor Central Toolbar
• PAY RATES
• ADD REMOVE/ASSIGNMENTS
• DUPLICATING ACTIVITY ASSIGNMENTS
• ENTERING TUTOR SCHEDULES
• Scheduler (Classic)
• Tutor Schedule screen
• DUPLICATING A SCHEDULE
• ADDING A CUSTOM SCHEDULE
• ALLOW TUTOR SCHEDULING USING WEB GATEWAY MVC
• INSTRUCTORS
• SYSTEM ADMINISTRATORS
• STUDENT GROUPS
• Adding a Student Group
• Editing a Student Group
• Deleting a Student Group
• Setting Group Members to Inactive
• STUDENT ATHLETES
• Adding a Sport
• Editing a Sport
• Deleting a Sport
• Required Hours Screen
• GRANTS RECIPIENTS
• Modify Grants
• TUTOR GROUPS
• Adding a Tutor Group
• Deleting a Tutor Group
• Setting Group Members to Inactive

USERS SETUP OPTIONS

• NEW STUDENT OPTIONS
• TUTOR SIGN-IN OPTIONS
• VISIT TRACKING MODULE OPTIONS
• SESSION LOG OPTIONS
• STUDENT AND TUTOR PAD OPTIONS

SIGN-IN SETUP

• CATEGORIES & ACTIVITIES SCREEN
• Working with Categories
• Adding a Category
• Editing a Category
• Deleting a Category
• Making a Category Inactive
• Working with Activities
• Adding an Activity
• Editing an Activity
• Deleting an Activity
• Making an Activity Inactive
• Activity (Class) Schedules Screen
• Using the Activity Central Buttons
• REGISTRATION SCREEN
• Registering a Student Group
• Registration Sources
• SERVICE TYPE SCREEN
• COURSE COVERAGE
• SCHEDULE BUILDER
• TUTOR AVAILABILITY

SIGN-IN SETUP OPTIONS

• WELCOME SCREEN OPTIONS
• Welcome Message
• Announcements Box
• Show these Buttons
• ACTIVITY SCREEN OPTIONS
• Removing the Activities Selection screen entirely
• Labels Box
• Tutor Selection Screen Options
• NEW STUDENT SCREEN OPTIONS
• TUTOR SIGN-IN OPTIONS
• WAITING OPTIONS

STUDENT VISITS TRACKING

• WHO’S IN SCREEN
• SIGN IN (STUDENTS) SCREEN
• ROUND-TRIP SIGN-INS
• SIGN STUDENTS OUT SCREEN
• EDIT (STUDENT) SIGN-IN LOGS SCREEN
• FINDING THE RECORD
• DELETING SIGN-IN RECORDS
• EDITING STUDENT SIGN-IN RECORDS
• ACTIVITIES WAITING LIST SCREEN

STUDENT VISITS TRACKING SETUP OPTIONS

TUTOR VISITS TRACKING

• WHO’S IN SCREEN
• SIGN IN (TUTORS) SCREEN
• SIGN OUT (TUTORS) SCREEN
• EDIT (TUTOR) SIGN-IN LOGS SCREEN
• TUTOR TASKS SCREEN
• PAY RATES SCREEN

TUTOR VISITS TRACKING SETUP OPTIONS

• Tutor Sign-in Options
• Tutor Pay Options

STUDENT DEMOGRAPHICS

• PROFILE SETUP
• Question Navigator
• Question Preview box
• Question Box
• Status Box
• Font Box
• Answers Box
• Modifying a Question
• Entering the Answers to a Question
• Using Profile Fields for Local Labs
• STUDENT PROFILE
• PROFILE QUERY
• Period Filter
• Output Options
• View
• Show Report
• Export Data
• Create a Student Group

STUDENT DEMOGRAPHICS SETUP OPTIONS

SET APPOINTMENTS SCREEN

• APPOINTMENTS WIZARD SCREEN
• Using the appointment Wizard
• Set By Activity Screen
• Set By Student
• Quick Scheduler
• Appointments Central Screen

SET APPOINTMENTS SETUP OPTIONS

• APPOINTMENTS OPTIONS
• EMAIL CONFIRMATIONS OPTIONS
• EMAIL REMINDERS OPTIONS
• RESTRICTIONS OPTIONS

VIEW APPOINTMENTS SCREEN

• VIEW/CANCEL
• CANCEL APPOINTMENT
• RESCHEDULE
• REPEAT APPOINTMENT
• CHANGE TUTOR
• CHANGE LOCATION
• DAILY VIEWER (DETAILED) SCREEN
• DAILY VIEWER (SUMMARY) SCREEN
• WEEKLY VIEWER
• MONTHLY VIEWER
• Reading the Chart
• Zooming in on a Day
• APPOINTMENTS QUICK DAILY VIEW
• APPOINTMENT NOTES
• VIEW CANCELLATIONS
• VIEW NO-SHOWS/a>
• No-Show Definition
• No-Show Comments
• VOIDING NO-SHOWS
• NO-SHOW TO CANCELLATION

VIEW APPOINTMENTS SETUP OPTIONS

• APPOINTMENTS OPTIONS
• EMAIL CONFIRMATIONS OPTIONS
• EMAIL REMINDERS OPTIONS
• RESTRICTIONS OPTIONS

MEDIA CHECK-OUT

• MEDIA STOCK SCREEN
• MEDIA CHECK-IN/OUT SCREEN
• EXPRESS MEDIA CHECKOUT SCREEN

MEDIA CHECK-OUT SETUP OPTIONS

FEEDBACK SURVEYS

• CREATE FEEDBACK SURVEY
• QUESTION PREVIEW
• QUESTION
• STATUS BOX
• FONT BOX
• QUESTION NAVIGATOR
• OTHER TEXT
• Changing the Header
• Changing the Survey Instructions
• Changing the Open Comments Text
• SCALE DEFINITION
• SURVEY TYPE SELECTION
• DEFINING THE SURVEY SCALE
• Tutor Evaluation Survey
• Entering the Tutor Survey Questions
• CUSTOM SURVEYS
• Publish Custom Survey
• Custom Survey Reports
• FEEDBACK SURVEYS SETUP

FEEDBACK SURVEYS SETUP OPTIONS

• ACTIVITY FEEDBACK OPTIONS
• TUTOR FEEDBACK OPTIONS

SESSION LOG SCREEN

• SESSION LOG
• USING FILTERS
• How Tutors Enter Comments
• SESSION QUESTIONNAIRE SETUP
• How Tutors Use the Session Questionnaire

SESSION LOG SETUP OPTIONS

PROGRAM ASSESSMENT SCREEN

• PROGRAM ASSESSMENT
• ENTERING THE GRADES
• VIEWING ENTERED GRADES
• GPA DEFINITIONS

COMMUNICATIONS SCREEN

• MESSAGING CENTER
• Sending Messages
• Receiving Messages
• STUDENT CONTACTS

COMMUNICATIONS SETUP OPTIONS

• EMAIL SETTINGS OPTIONS
• Mail Server Selection
• Testing Email Settings
• Email Log
• TEXT MESSAGING CONFIGURATION
• Testing Nexmo

TUTORING REQUESTS SCREEN

• TUTORING REQUESTS
• Entering a Request
• Entering Assignments

TUTORING REQUESTS SETUP OPTIONS

• TUTORING REQUEST EMAIL TEMPLATE

SEMINARS SCREEN

• SEMINARS
• View Attendance
• SEMINARS STATUS

COMPUTER RESERVATIONS SCREEN

• COMPUTERS
• COMPUTER RESERVATIONS

SYSTEM SCREEN

• SEMESTERS
• Adding a new semester/a>
• Modifying a semester
• Deleting a new semester/a>
• Registering activities to a semester
• OFF-TIMES
• ROOMS
• Adding a new room
• Modifying a room
• Deleting a room
• LAB IDS
• Advantages of Using Local Labs
• Creating a Local Lab
• View/Modify Local Lab ID
• View/Modify Activities held in this lab
• View/Modify Services held in this lab
• Local Lab Usage Example
• REMOTE SHUTDOWN STATIONS
• EXPORT REPORTS
• IMPORT REPORTS

SYSTEM SETUP OPTIONS

• TEXT MESSAGING CONFIGURATION
• Testing Nexmo
• ID SETTINGS OPTIONS
• WAITING OPTIONS
• STUDENT AND TUTOR PAD OPTIONS
• SYSTEM OPTIONS
• Background Image
• Set Title bar and Button Colors
• Terminology
• Scheduled Tasks
• SIGN-OUT OPTIONS
• SHUTDOWN OPTIONS

ADD-ONS SCREEN

• COMPUTER LAB STATUS
• TIME-CLOCK

ADD-ONS SETUP OPTIONS

• COMPUTER LAB PLUG-IN OPTIONS
• WEB GATEWAY OPTIONS

SUCCESS PLANS SCREEN

• STUDENT PLANS
• Add New Assignment(s)
• Complete Assignment
• Remove Assignment
• ACTION ITEMS
• Creating an Action Package from Action Items
• BULK ASSIGNMENT
• INDIVIDUAL EDUCATIONAL ACTION PLAN REPORT

SUCCESS PLANS SETUP OPTIONS

RIGHT-SIDE MENU OPTIONS (ON THE SYSTEM ADMIN SCREEN)

• HELP CENTER OPTIONS
• DOWNLOAD UPDATES
• OPTIONS WIZARD
• SEND ERROR FILE
• TIP OF THE DAY VIEW
• SUPPORT INFO
• SOFTWARE MANUALS
• ADD-ONS INFO
• LICENSING INFO
• TECHNICAL CONTACTS
• REPORTS OPTIONS
• CONTROL PANEL OPTIONS
• DATABASE OPTIONS
• IMPORT
• IMPORT FILE SAMPLES
• STUDENT INFORMATION IMPORT
• ACTIVITIES (CLASSES) TABLE IMPORT
• STUDENT REGISTRATION IMPORT
• GRADES (PROGRAM ASSESSMENT) TABLE IMPORT
• MEDIA STOCK IMPORT
• STUDENT PHOTOS IMPORT
• STAFF (TUTORS) TABLE IMPORT
• STUDENT-ACTIVITY-REGISTRATION (COMBINED) IMPORT
• STUDENT GROUPS IMPORT
• INSTRUCTORS TABLE IMPORT
• SEMINAR INFORMATION IMPORT
• TUTOR ACTIVITY ASSIGNMENTS IMPORT
• ACTIVITY - LAB REGISTRATION IMPORT
• CLASS SCHEDULES IMPORT
• DATABASE LOCATION
• Native Mode Details
• SQL Server Mode Details
• BACK UP
• LAST BACKUP LOCATION
• CLEAN
• DELETE
• PURGE
• REPAIR
• TRANSFER NATIVE DB TO SQL SERVER DB
• CREATE A BLANK SQL DB
• SYSTEM ACCESS
• MY ADMIN ID
• MY PASSWORD
• SYSTEM ADMINISTRATORS
• SYSTEM ACCESS GROUPS
• REPORTS ACCESS
• RESET STUDENT PASSWORDS
• ACCESS BY SIGN-IN STATIONS
• CUSTOM QUERIES
• LOADING A CUSTOM QUERY
• CUSTOM REPORT OUTPUT OPTIONS
• CREATING A NEW CUSTOM QUERY
• CUSTOM QUERY EXAMPLE
• FIND

SUPPORT & TROUBLESHOOTING

• NEW USER SUPPORT
• TROUBLESHOOTING GUIDE
• COMMON ISSUES