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accutrack:quickstart [2020/06/26 11:50] – [Legacy Quick Start Guides] nickaccutrack:quickstart [2023/08/09 15:37] (current) – [7. Customize your Sign-in Station and Set Walk-in Settings] nick
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   * **Activity Screen Options** – Used to determine the items that appear when students sign in. Also used limit student activity selections to only the classes they are registered for and to set automatic reports that go out to instructors to send them the center attendance for students in their classes.   * **Activity Screen Options** – Used to determine the items that appear when students sign in. Also used limit student activity selections to only the classes they are registered for and to set automatic reports that go out to instructors to send them the center attendance for students in their classes.
   * **Tutor Selection Screen Options** – Used to determine if and when students select a tutor when they come into the center for help.   * **Tutor Selection Screen Options** – Used to determine if and when students select a tutor when they come into the center for help.
-  * **New Student Options** – Used to configure the options for when and how you deal with new students in **%%AccuSQL%%**/**%%AccuTrack%%**. +  * **New Student Options** – Used to configure the options for when and how you deal with new students in **%%AccuSQL/AccuTrack%%**. 
-  * **Tutor Sign-in Options** – Used to set up rules for how tutor (staff) sign-ins are handled in **%%AccuSQL%%**/**%%AccuTrack%%**.+  * **Tutor Sign-in Options** – Used to set up rules for how tutor (staff) sign-ins are handled in **%%AccuSQL/AccuTrack%%**.
   * **Waiting Options** – Used to control student sign-ins by adding students to either an intake system or activity waiting list when they sign in. They are then signed in from the queue when the tutor is ready to see them.   * **Waiting Options** – Used to control student sign-ins by adding students to either an intake system or activity waiting list when they sign in. They are then signed in from the queue when the tutor is ready to see them.
  
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   - (Optional) You can also enter communication options such as the phone number, e-mail address, and street address, among other items. The e-mail address will be used if you want to send e-mail notifications of appointments or use other types of email messaging for the tutor. The street address is useful if you want to print address labels for the tutors. The cell phone number will be used if you decide to use text messaging.   - (Optional) You can also enter communication options such as the phone number, e-mail address, and street address, among other items. The e-mail address will be used if you want to send e-mail notifications of appointments or use other types of email messaging for the tutor. The street address is useful if you want to print address labels for the tutors. The cell phone number will be used if you decide to use text messaging.
   - Now click the **Add/Remove Assignments** button on the right side of the screen to see the **Tutor Assignments** screen.   - Now click the **Add/Remove Assignments** button on the right side of the screen to see the **Tutor Assignments** screen.
-  - Next, you need to tell **%%AccuSQL%%**/**%%AccuTrack%%** the **Categories and Activities** the tutors provide help with by:+  - Next, you need to tell **%%AccuSQL/AccuTrack%%** the **Categories and Activities** the tutors provide help with by:
     - Searching for the Tutor in the list (at the top-left) and selecting them.     - Searching for the Tutor in the list (at the top-left) and selecting them.
     - Clicking the **Add/Remove Assignments** button and then using the Selection List Boxes control. \\ \\ {{ :accutrack:fullmanual:accutrack-accusql-tutors-activityassignments-01.jpg?direct&400|}} //**NOTE:** You must assign the activities to the tutors if you want the **Student** to be able to pick a **Tutor** when they sign-in to the system or schedule an appointment. When the student signs into the **Center/Local Lab** (or makes an appointment if you enable that) then the **Tutors** that show up in the **Tutor Selection** picklist are the **Tutors** who have the activity the **Student** selected assigned to them. Click in the grid for a column you want to sort on and then begin typing to zoom in on that value. After you have the value you want, right-click on the grid to filter on that value, among other options. For example, in the following screen, the Category Math Classes has been typed.//     - Clicking the **Add/Remove Assignments** button and then using the Selection List Boxes control. \\ \\ {{ :accutrack:fullmanual:accutrack-accusql-tutors-activityassignments-01.jpg?direct&400|}} //**NOTE:** You must assign the activities to the tutors if you want the **Student** to be able to pick a **Tutor** when they sign-in to the system or schedule an appointment. When the student signs into the **Center/Local Lab** (or makes an appointment if you enable that) then the **Tutors** that show up in the **Tutor Selection** picklist are the **Tutors** who have the activity the **Student** selected assigned to them. Click in the grid for a column you want to sort on and then begin typing to zoom in on that value. After you have the value you want, right-click on the grid to filter on that value, among other options. For example, in the following screen, the Category Math Classes has been typed.//
     - By right-clicking in the top grid now, you can filter on **Exact values** that have a Category of "Math Classes":     - By right-clicking in the top grid now, you can filter on **Exact values** that have a Category of "Math Classes":
     - At this point, the list at the top will then only contain **Activities** that are assigned to the "Math Classes" **Category**. You can now click the first value at the top, then hold the Shift key on the keyboard, and select the last value.     - At this point, the list at the top will then only contain **Activities** that are assigned to the "Math Classes" **Category**. You can now click the first value at the top, then hold the Shift key on the keyboard, and select the last value.
-    - And once that is done simply click the single down arrow to move all of those selected **Activities** to the **Assigned Activities** lower portion of that screen. To finalize this process click the **OK** button. \\ \\ \\ \\ {{:accutrack:fullmanual:accutrack-accusql-tutors-activityassignments-02.jpg?direct&400|}} → {{:accutrack:fullmanual:accutrack-accusql-tutors-activityassignments-03.jpg?direct&400|}} → {{:accutrack:fullmanual:accutrack-accusql-tutors-activityassignments-04.jpg?direct&400|}}+    - And once that is done simply click the single down arrow to move all of those selected **Activities** to the **Assigned Activities** lower portion of that screen. To finalize this process click the **OK** button. \\ \\ \\ \\ {{:accutrack:fullmanual:accutrack-accusql-tutors-activityassignments-02.jpg?direct&367|}} → {{:accutrack:fullmanual:accutrack-accusql-tutors-activityassignments-03.jpg?direct&367|}} → {{:accutrack:fullmanual:accutrack-accusql-tutors-activityassignments-04.jpg?direct&367|}}
 <note tip> If you want the student to pick a tutor after they choose an activity, you would select the Show Tutor Selection at sign-in screen option in //**Sign-in Setup > Setup > Tutor Selection Screen Options**//.</note> <note tip> If you want the student to pick a tutor after they choose an activity, you would select the Show Tutor Selection at sign-in screen option in //**Sign-in Setup > Setup > Tutor Selection Screen Options**//.</note>
 ==== 11. Enter Staff Schedules: ==== ==== 11. Enter Staff Schedules: ====