StaffTab Manual

Installing StaffTab

Follow these steps to install the application:

  1. Locate the installer from your digital download or USB key and run the StaffTabSetup.exe or StaffTabSQLSetup.exe from the “StaffTab20XX_DIST” folder (replace the “XX” for the year of the version of the software).
  2. Confirm the Windows security prompt by clicking YES.
  3. Accept the license agreement and click Next.
  4. Leave the default installation path and click Next.
  5. Let it create a shortcut on the Tablet and click Next.
  6. Confirm the options and click Install.
  7. It will now install the application and have you click a Finish button.
  8. If you left the checkmark to open the application simply click the Cancel button so we can connect it to your database.

Installing the SQL Native Connectivity Client (if using AccuSQL)

This section will explain how to quickly install the proper SQL Native Connectivity Client for your version of SQL Server.

  1. From your tablet long-press the AccuSQL or AccuTrack StaffTab icon and select the “Open File Location” option. This will open the install directory for AccuSQL or AccuTrack (typically located in “C:/Program Files(x86)/StaffTab20XX” file folder with XX representing the year such as 2018, 2019, 2020, etc.)
  2. Once you have that location open in your File Explorer window look folder called SQL_Drivers and open it.
  3. Determine which version you need to install for your SQL Server using the folder names and open it:
    • 2005-SQLNativeClient = SQL Server 2005 or SQL Server Express 2005 or newer
    • 2008-SQLNativeClient = SQL Server 2008 or SQL Server Express 2008 or newer
    • 2012-SQLNativeClient = SQL Server 2012 or SQL Server Express 2012 or newer
    • SQLite = Only used if using iAccu for AccuTrack.
  4. Now that you have opened the correct folder then simply run the correct installer for your Windows version/type:
    • sqlncli.msi - Use this if the Operating system installed on this machine is 32-bit.
    • sqlncli_x64.msi - (Most Common) Use this if the Operating system installed on this machine is 64-bit.
      Note: Use this guide if you are not sure if the PC is 32-bit or 64-bit.
  5. Finally, follow through the steps of the installer using all the default settings to complete this install.

Set the Data Path Location and the Local Lab (Center)

  1. Longpress the StaffTab icon on the tablet and select the “Open File Location” option.
  2. Once that is done double-tap or tap the “setdatapath.exe” application.
  3. Now set the Database Location for either Native DB or a SQL Server DB location:
    1. This is an example of connecting to a Native or local database:
    2. This is an example of connecting to a SQL Server database:
  4. Finally, click the Save button and exit the application to complete this process.

Set the Local Lab / Center

  1. From your tablet tap or double-tap on the StaffTab icon to open the application.
  2. Now click on the “View/Modify my Local Lab ID” button.
  3. Next, in the “Change to:” dropdown select the Local Lab or Center that you'll be working in. Click the Save button to save this change.
  4. Additionally, you'll need to confirm this change.
  5. Now when you go back to the application simply login entering your staff login credentials (User ID and password).
  6. If successful you'll get to the main menu like this:
If you don't have a password ask an Admin to establish one for you.

Using StaffTab

In this section we'll explore all the various options you have available to manage the center from a tablet.

StaffTab Login

When you open StaffTab on your tablet simply login entering your staff or tutor login credentials (User ID and password).

If your Tutor login was successful you'll get to the main menu like this:

Only Tutors can log in to this application. Admins can manage what they have access to within the application but do not directly login unless seeing students as a Tutor as well.

View Waiting List

If you click on the first “View Waiting List” option from the main menu you'll hopefully see this screen:

If you get this message:

Then you may need to have an Admin enable the waiting list feature for your center or it may actually be that no one has signed into the Waiting Line/Intake System. If you believe that the center/lab does not have the Waiting Line or Intake System enabled you'll need to have a System Admin go to the AccuTrack or AccuSQL Desktop Application and enable it for your Center/Local Lab in the Sign-in Setup > Setup > Waiting options section. They can do this simply by placing a check in the checkbox next to “Enable Intake System” or “Intake System is On”:

When you select a student on the list there are 3 buttons/options that become available.

The next sections will go into detail about what you can do by selecting each of them. Here's a brief explanation of each button/option (click the link on each title for more details):

  • Sign-in Student - When you click this button you'll simply be signing in the student to start the session with them.
  • Remove from Line - The Remove from Line option really does just what it says and will remove a student that may no longer be waiting from the Intake System or Waiting Line queue. They will not be appearing the Waiting List of students once you click this button.
  • Manage - This is where you can help the students and complete session notes.
If you do not see a Student that says they have signed-in then you may need to place a check in the checkbox at the top right of the screen by your name labeled “View all Students”. The reason may be that the student was in a rush and forgot to select you as the Tutor or thought they were going to meet with someone else today.

By default, the StaffTab app only shows students who select you at sign-in.

Sign-in Student

When you click this button you'll simply be signing in the student to start the session with them. You will then be taken to the “Students Signed-In” screen where you can Sign-out the Student or Manage the student's information/visit logs.

  1. The sign-out option really does just what it says, but the manage button will give you more options you can perform during the session. You will get a prompt like this to ensure that you meant to sign-out the student:
  2. It will also ask if you have not completed the Session notes to visit that section.
  3. Then a success message will be displayed and take you back to the Waiting List.

We will explore the Manage options further in the Manage section of the manual.

Remove from Line

The Remove from Line option really does just what it says and will remove a student that may no longer be waiting from the Intake System or Waiting Line queue. They will not be appearing the Waiting List of students once you click this button.

Manage

If you had a Student selected and tapped on the Manage button you'll get this screen:

Note that the Student's name will appear at the top of this section so you know who you are managing at this time.

These are a brief explanation of each button/option (click the link on each title for more details):

  • Open Session Log - This option allows you to complete Session Notes on this visit's log.
  • Create Appointment - This option allows you to create an appointment for the Student for a follow-up or visit with another Center/Local Lab.
  • Sign-out Student - The sign-out option really does just what it says it will do and end the Student's session.
  • Edit Sign-in Log - This allows you to update the student's visit log information in case they selected an incorrect option or you need to adjust the start or end time for the session.
    Note: You may not have the ability to edit session logs if the permission is not given to the Tutors Role Group by your System Admins.
  • View Student Appointments - This section allows you to view the selected student's upcoming appointments and to possibly verify the appointments you scheduled were scheduled properly.
  • Back This button simply takes you back to the previous screen.
Open Session Log

This option allows you to complete Session Notes on this visit's log.

  1. Enter any Session Notes at this time. When you enter this section it will be ready to enter them.
  2. Once done be sure to click the Save Comments button to save the Session Notes for this session. If you accidentally entered this area then click the Revert Comments button to not save the comments and exit. You'll be asked to confirm this option.
  3. Finally, once they are saved the buttons will change to allow you to Add/Edit Commments again or Delete Comments. If you choose the latter it will ask to confirm again.
  4. Click the Close button in the top-left corner to return to the Manage screen again.
Create Appointment

When you click on this option it will immediately start asking the reasons required for this Center or Local Lab Appointments. Then follow the steps below to complete the appointment scheduling (your options and terminology used may differ). Note: If you need to make an appointment for another Center or Local Lab then you may need to login to AccuTrack or AccuSQL itself or have the Student use the options they have from the AccuTrack or AccuSQL Sign-in Station/Kiosk.

  1. Select the Category:
  2. Select the Activity:
  3. Select the Instructor (Optional).
  4. Select the Tutor and available time-slot:

    Note: You will be given a calendar view to make it easier to select a date.
  5. Click the Set Appointment button to create the appointment. Close will take you back to the Manage screen.
  6. Finally, confirm all the selections, enter notes (if needed), and click the Schedule button.
  7. Now you'll see this message…

    And then a confirmation before being returned to the Manage screen.
Sign-out Student

The sign-out option really does just what it says. You will get a prompt like this to ensure that you meant to sign-out the student:

Edit Sign-in Log
Note: You may not have the ability to edit session logs if the permission is not given to the Tutors Role Group by your System Admins.

If you have access to this section then it will pull up the session log information for this log like this:

  1. Click on each field to update it to the proper selection.
  2. Then choose one of the following options:
    • Save - Save the changes you are making.
    • Restore - Restores the log to the original selections.
View Student Appointments

When you select this option you'll see a list of this student's upcoming appointments like this:

You can click on the large “A” button to zoom in a little and see the appointments list like this:

Click the Close button in the top-left corner to return to the Manage screen again.

Sign-in Student

Use this option if you do not have a Sign-in Station setup or you are acting as the Sign-in Station. This will also bypass the Waiting line.

  1. When you click the Sign-in Student button from the main menu you'll see this screen:

    Note: You can click on the column and type the name of the student you are looking to Sign-in. Additionally you can adjust the width of the columns to search by ID number. If you look at the screenshot in step 2 you can see the first name column showing the name you typed.
  2. Select the Student and click OK.
  3. Select the Category and click OK.
  4. Select the Activity and click OK.
  5. Select the Instructor (optional).
  6. Select the Service Type (optional).
  7. Now confirms all the selections and click OK to Sign-in the Student. Or select Cancel to return to the main menu (if you made a mistake or they decided not to Sign-in).
  8. Finally you'll get a confirmation message that it succeeded.

See Who's In

If you click on this option or have just signed-in a student you now see this screen:

If you do not see a student that should be signed in you can select the “All Signed-in” checkbox to display all students signed in to the Local Lab/Center that are not getting helped by you at the moment.

Maybe this sign-in could have been a selection mistake made by the student or you need to work with the student so you can click the Manage button to see all those options.

If you need to simply sign-out the student then click the Sign Student Out button.

Check Appointments

If you click this Check Appointments button this will show you a list of all your upcoming appointments. This is an example:

You can click on the large “A” button to zoom in a little and see the appointments list like this:

Click the Close button in the top-left corner to return to the main menu again.

Exit StaffTab

To exit the StaffTab application on your tablet simply click the Exit button in the top-left of the main menu.


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