How can we help?

Find answers fast: Ask a question, search for keywords, or explore articles below.

Managing Registration Information

Jacob Fullhart
Jacob Fullhart
  • Updated

Video:

Guide:

The Registration Information section records information about the 1) dates and location(s) of a participant's program participation and 2) which programs are providing them services.
 
  1. The dates in the Registration Information section identify the service date range for the participant at a school site. Multiple records can be found here if a participant begins and leaves the program at various school sites and/or at various times during the year. Registration Information date records can be updated manually or via a data-import process from your District's SIS. This article discusses how to add/edit Registration Information manually. For further questions about importing student information from a Student Information System, contact support at sst-support@transact.com
  2. Student SupportTracker offers the ability to track enrollment in various programs, including McKinney-Vento homeless support initiatives. These include programs such as Foster or Migrant Education.
To manage a participant's Registration Information, click the People tab in your left-hand navigation menu.
Click the People tab in your lefthand navigation menu.
 
 
Open the List of Participants
 

Locate the participant in your List of Participants

There are several tools to navigate your list of participants.

You can type a whole or partial name into the search bar. The list will filter down as you type to match your search criteria. 
 
You can scroll down the list to find the name. By default, 25 participant records will appear on one page. At the bottom right, use the menu to change how many participant records are displayed per page, and use the arrows to navigate through different sections.
 
LOP Functions.png
Click on the pencil icon to open the participant's record.
OSTT Make a Part Record form a Rel Record Edit.png
Navigate to the Registration Information tab of the participant's record.
OSTT RegInfo Tab.png
The table lists the participant's existing registration information. The first date range will be added when the Participant is added, either manually or via the data import process.

OSTT RegInfo Table.png

The dates identify the service dates for a participant - the Start Date should be the day they were identified as needing services, and the End Date is the date they stopped receiving services at the school site, which may be the end of the school year. There may be more than one Registration Information record present. This indicates that the participant started receiving services, left the school site, and returned.

The Enrolled Program(s) column will indicate which, if any, programs the participant is enrolled in.

If Using a Data Import Process

If a data import process from your District's Student Information System is in place, you may not need to manually add or edit Registration Information date records.

The Start Date of the Registration Date Range is when the student was identified as needing services and imported into Student SupportTracker from the SIS. The end date will default to the end of the school year.

If the participant transfers to another school site or withdraws from the district, data in the data transfer file will trigger the End Date to be updated to when they left the school site. If they return to the school site, another Registration Information record will be created automatically to preserve the history of school site transfers. The pencil icon allows you to edit these dates, but this should not be needed with the data import process, as the dates are updated automatically based on data in the transfer data file.

Manually Adding Registration Information

Participants should have a separate record for each date range in which they were actively being served at a school site. In that way, if they transfer to a different school site and then return, their transfer history will be preserved.
 
To add a Registration Information record, click the Add Registration + button.
OSTT RegInfo AddReg.png

Select the Registration Site where the participant is being served, the Registration Period, and the Start and End dates of service.

If you are connected to a single site when adding this Registration Information record, the Registration Site may be pre-filled with a site name.

OSTT RegInfo Add New Step1.png

The Registration Start and End Dates will default to your selected Registration Period's start and end date. If you want to change those dates, the dates you choose must fall inside the dates for the Registration Period selected.

Use the calendar icon to open the calendar selection tool.

Click on the start date to select it. Repeat this for the End Date.

Use the left and right arrows at the top of the calendar to navigate between different months. To switch years, click on the year.

You may also type the date in the Start and/or End Date, using MM/DD/YYYY format.

Any dates on the calendar with a line through them are outside the Registration Period and are not selectable.

Click Next Step.

OSTT RegInfo Next Step.png

If you are tracking participants in programs other than your McKinney-Vento homeless support initiatives, click the +Add Enrolled Programs link. If not, finish the process by clicking Save Registration Information.

OSTT Add Enrollemtn Programs.png

Select the Enrolled Program from the drop-down list along with the Start Date and End Date of their participation in this Enrolled Program. Note the values in the drop-down Enrolled Programs list are set up in Settings>Registration Periods by District system administrators.

To add another Enrolled Program, click the +Add Enrolled Programs link below the first added Enrolled Program record.

 
Once the form is complete, click Save Registration Information.

OSTT Save Reg Info.png

Editing Registration Information

To edit a Registration Information record, click the pencil icon. You may want to edit the Date section and/or the Enrolled Programs section.
OSTT Edit RegInfo.png
You may want to edit the Start Date if the participant began receiving services before entering the system (for example, if data entry lags service delivery). You will want to manually edit the End Date if the participant leaves your program; change the End Date to that date.
 
You can add or remove an Enrolled Program as needed in the Enrolled Programs section.

Deleting Registration Information

To delete a Registration Information record, click the trash can icon and then Yes, Delete.
If there is only one registration record, it cannot be deleted. There must always be at least on registration record for a participant.
OSTT RegInfo Delete.png

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request