The dates in the Registration Information section identify
the service dates for the participant at this school site. There can be
multiple records if a participant begins and leaves the program at this school
site at various times during the year.
Registration Information records can be updated
manually or via a data-important process from your district's SIS. Most of this
article discusses how to add/edit Registration Information manually. For
further questions about syncing student information from a Student Information
System, contact support at sst-support@transact.com
To
manage a participant's Registration Information, click the "People" tab in your lefthand
navigation menu.
Open the "List of People."
Locate the participant in your List of People.
Click on the pencil icon to open the participant's record.
Navigate
to the "Registration Information"
tab of the participant's record. Existing Registration information is already
listed in the table.
Existing Registration Information
is listed in the table.
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.
If Using an SIS data sync:
If a data sync from a Student Information System is in place,
you may not need to add Registration Information records manually.
The start date of the Registration Date Range is when the
student was identified as needing services and imported into SST 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, the end date is 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
such school site transfers. The pencil icon allows you to edit these dates, but
this should not be needed with the SIS import process, as the dates are set
automatically
Manually Adding Registration Information:
Participants
should have a separate record for each date range in which they were actively
being served at the school site. That way, if they transfer to a different
school site and come back, their transfer history will be preserved.
Click
the"Add New Registration +"
button to create a new Registration Information record.
Select
the Registration Period and the start and end dates of service when adding the
person.
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 and select the start date by clicking on the date. Repeat this
for the end date.
Any dates with a line through them
do not fall in the Registration Period dates and are not selectable.
Use the left and right arrows at
the top of the calendar to navigate between different months. To switch years, click on the year. To switch months, click
on the month.
Once
the form is complete, click “Save.”
Editing Registration Information
To edit Registration Information, click the pencil icon.
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 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.
Deleting Registration Information
To delete Registration Information, click the trash can icon.
