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Managing Participant Registration Period Information

Jacob Fullhart
Jacob Fullhart
  • Updated
The Registration Information section records information about the dates and site(s) of a participant's program participation and, optionally, which programs the participant is enrolled in for those dates.
  1. The dates in the Registration Information section indicate the participant's date range at a site. Multiple records may exist if a participant joins and leaves at different sites or times. You can update these records manually or through data import from your District's Student Information System (SIS). This article focuses on manual updates. For questions on SIS imports, contact support at sst-support@transact.com.
  2. Student SupportTracker can track enrollment in various programs and participants' involvement in your McKinney-Vento homeless support initiatives. Programs include out-of-school time, Foster Care, Migrant Education, and more.
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.
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Navigate to the Registration Information tab of the participant's record. 
 
OSTT RegInfo Tab.png
 
The table lists the participant's existing Registration Period information. The first date range will be added when the Participant is added, either manually or via the data import process.
RegPeriodTable.png

The dates identify the service dates for a participant. The Start Date should be the day they were registered in the program, and the End Date should be when they stopped receiving services at the site, typically the end of the program (e.g., end of the school year). There may be more than one Registration Period record present. This indicates that the participant started attending the site but then left and returned later.

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

Notes When 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 Period Information date records.

The Start Date is when the student was first imported into Out-of-School TimeTracker from the District's SIS. The End Date will default to the end of the current registration period.

If the participant transfers to another site or withdraws from the district, data in the imported file will trigger the End Date to be updated to when they left the site. If they return to the site, another Registration Period Information record will be created automatically to preserve the history of the original withdrawal from the site. 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 the imported data file.

Step 1 - Adding Registration Period Information

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

Select the Registration Site where the participant is being served. Then select a Registration Period; the Start and End Dates will default to the Start and End dates of that Registration Period. To learn more about setting up Registration Periods, please see this article.

If you are connected to a single site when adding this End Registration Information record, the Registration Site will be pre-filled with that site's name. To learn more about switching access to connect to different institutions or sites, please see this article.

SST_regInfoForm.png

The Start and End Dates default to the start and end dates of your selected registration period. If you want to change those dates, the dates you choose must fall within the dates for the Registration Period selected.

Use the calendar icon to open the calendar selection tool. Use the left and right arrows at the top of the calendar to navigate between different months. Click on the year to switch years. 

SST_CalendarTool.png

Alternatively, you may also type the date in the Start Date 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

Step 2 - Adding Enrolled Program Information - Optional

If your program wants to record the other programs students are being served in addition to your homelessness support program, Enrolled Programs can be set up when setting up a Registration Period. To learn more about setting up Registration Periods, please see this article.

If no Enrolled Programs have been set up for the selected Registration Period, this message will appear.

SST_NoEnrolledPRograms.png

If Enrolled Programs have been set up for the selected Registration Period and this student is a participant in another program (e.g, Foster Care or Migrant Education programs), click the +Add Enrolled Programs link and choose the program in the Enrolled Program dropdown list, along with the Start Date and End Date of their participation in this Enrolled Program. 

If not, click Save Registration Information.

SST_EnrolledPrograms.png

Is the student participating in another program you want to track? 

  • If not, finish the process by clicking Save Registration Information.
  • If yes, click +Add Enrolled Programs to select the other program the participant is enrolled in from the Enrolled Program dropdown list and the Start and End dates of their participation in this Program. When you are finished adding programs for this student, click Save Registration Information.
OSTT Save Reg Info.png

Editing Registration Period Information

To edit a Registration Period Information record, click the pencil icon. You may want to edit the Date and/or Enrolled Programs sections.

SST_EditRegPeriodInfo.png

You may want to manually edit the Start Date if the person began participating before entering the system. You will want to manually edit the End Date if the participant leaves your program (e.g. the family moves away); change the End Date to that date.

Deleting Registration Period Information

Delete a Registration Period Information record only if there was a data entry mistake. If a participant has left a program, update the End Date to their withdrawal date. 

To delete a record, click the trash can icon and confirm by selecting Yes, Delete. Remember, there must always be one record per participant; the trash can icon will be disabled if only one record remains. 

SST_DeleteRegPeriodInfo.png

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