Transcript
Silk SchedulerPlus Training Courses for CCPS
Silk Course Objectives and Descriptions Unit I.
System and Database Administration
Course 1.01 Silk Server Set up Objectives: · Setup MS SQL Server 2005 or 2008 · Install server/client components o Folder Structure o Install daily processing jobs in SQL Server Set up dbnames.txt o Client Configuration settings · Setup Terminal Servers (optional) · Perform adhoc database backups · Restore a training version of production database · Create a preliminary database maintenance plan
Course 1.02 Security Objectives: · Use Silk System Administrator to: o Create SQL Server logins and database user accounts o Grant users access to schools o Assign users to Silk database roles o Review details of role application rights · Use Enterprise Manager to setup logins and users, grant database access, assign roles · Understand Roles o SQL Fixed Server roles o SQL Fixed Database roles o SQL Public Role o Silk Fixed Roles o Custom Roles
Course 1.03 System Maintenance Objectives: · Install updates to server and client components · Update databases using Silk Update executable · Run maintenance scripts / Query data · Export data to ACSII, spreadsheet
Course 1.04 Database Customization Objectives: · Create custom fields · Customize the Miscellaneous tab on the Student Form · Add a Student flag · Customize the Student Banner Course Objectives and Descriptions
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Silk SchedulerPlus Training Courses for CCPS
Silk Course Objectives and Descriptions Unit II.
District Administration
Course 2.01 District Setup and Administration Objectives: · Modify District settings (Options | District Settings) · Modify Schools settings (View | Schools); create new sites · Modify standard code tables and lookup codes (Options menu) · Create district and school calendars
Course 2.02 District Courses Objectives: · Manage the District Course Catalog o Understand District Course philosophy: § Districtowned, centrally managed course catalog § Course content, course name, ID, and credit value consistent districtwide · Understand how district course settings control: o Scheduling o Graduation Tracking o Schoollevel access to courses · School Course Offerings o Schools adopt courses o School level settings to control § Course duration § Scheduling constraints
Course 2.03 End of Year Processing Objectives: · Backup database to “freeze” prior year data · Run End of Year Processing to: o Enroll and promote students for the new year o Graduate seniors and set graduation date o Attach the new calendar for the new school year
Course 2.04 District ACR rules Objectives: · Define Automatic Course Requests (ACR) rules by school type (H, M, E, C) o Solicit expertise of district Curriculum officials o Test and approve ACR rules at one school site for each school type o Publish dates when various sets of ACR rules should be used o Forecast availability of new state test scores and latest grade marks for use in ACR filters
Course Objectives and Descriptions
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Silk SchedulerPlus Training Courses for CCPS
Silk Course Objectives and Descriptions Course 2.05 Silk Report Writing Objectives: · Send a Silk report to a delimited ASCII file o Import report data into Excel or Access · Use the Silk Report Designer to: o Create a basic student report using Silk Report Designer o Specify the Data View o Set tabs on the report template; preview and adjust tabs o Cleanup column header names o Insert a field o Add an Aggregate field (Counter or Sum) o Save report in a Silk category · Use Excel to read and format Silk data through ODBC connection o Import report data into Excel for static data (snapshot) o Use MS Query in Excel for dynamic access to realtime data
Course 2.06 Custom Reporting Objectives: · MS Reporting Services · MS Excel · MS Access · Crystal Reports
Course Objectives and Descriptions
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Silk SchedulerPlus Training Courses for CCPS
Silk Course Objectives and Descriptions Unit III.
Silk General User Orientation
Course 3.01 Silk Basics Objectives: · Understand database basics · Start Silk · Use On line help · Use the Silk Main Program window · Use the Silk menus · View the Calendar · Use the Student Information Finder · Using Silk Master Forms o Banner o Tabs o Toolbar · Filtering Student records o Filter Student Form by Status · Reports o Run, display, filter and print reports o Filter the following reports using student filters § Student Mailing Labels § Student Directory Report § Student Rosters
Course 3.02 Student Records This course introduces various ways to access student data. Users see student records through both the Silk Scheduler program to view information related specifically to scheduling; and through the Silk main program where you can view additional details about students. Students that meet various academic, test score, program, and grade level conditions can automatically receive a set of course registrations at the beginning of the registration cycle. These Automatic Course Request Rules (ACRs) are established in Silk Scheduler, but are useful throughout the academic year when scheduling walkin students. A good first step that helps isolate students into scheduling categories is to create Silk groups comprised of students with common attributes that would point to specific course requirements. Especially valuable is the new Counselor Assignment feature, which functions reciprocally with the Counselor field on the Student | Basic Info tab. A school might also consider using Silk’s Teaching Team function to cluster specific teachers with specific students, even if you don’t use of Silk’s team scheduling features in the strictest definition.
Course Objectives and Descriptions
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Silk SchedulerPlus Training Courses for CCPS
Silk Course Objectives and Descriptions Objectives: · Verify student data: Grade level, enrollment status, next school assignment (whenever available), basic demographics, state data, test score data, counselor assignments · Customize Student Finder o Add columns o Arrange columns; sort columns · Assign Counselors to Students · Create Groups o Uses of groups o How to create groups for various purposes · Create teams o Use of Teaching Teams in the strict definition o Use team membership for other purposes, such as displaying name in banner · Using Student Filters o Uses of student filters o Multiple filters using Custom columns o Practice using student filters § Use student columns to filter general reports such as Student Roster reports § Use a Student Group to filter a roster report
Course 3.03 School Setup This workshop identifies the scheduling requirements at each school that define the scheduling calendar settings and settings for courses offered. Objectives: · Set Scheduling Options o Global Default class size settings (local override available at course record level) o Alternate, Team Enabled (off for now), Timeout limit o Teacher limit for number of sections per day and per term · Initial calendar settings (can be finetuned before MS workshop): o Scheduling terms o Daily periods – number of timeslots o Custom meeting code name for each timeslot · Verify Basic Data using forms: o Room form § Adding and updating rooms o Teacher form § Adding and updating teachers § Primary Room assignment § Course Certifications § School Assignment (itinerates only) o Courses Offered § Adding and updating courses offered
Course Objectives and Descriptions
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Silk SchedulerPlus Training Courses for CCPS
Silk Course Objectives and Descriptions Unit IV.
Silk Scheduling – Secondary Schools
Course 4.01 Prepare Scheduling Data Objectives: · Establish Calendar details o Scheduling terms o Daily periods – number of timeslots o Custom meeting code name for each timeslot · Prepare School Courses Offered details o Adjust Offerings based on finalized registration packets o For each course, set the number of Terms and flag for Required (versus Elective) o Override global settings for class size limits o Run Courses Offered report · Prepare Room details o description and capacity · Prepare Teacher data: o course assignments o schedule blocking o primary room assignments o run verification reports · Check Student data: o grade level o run students to be scheduled · Set up Teaching Teams · Set up Student Groups · Create and test Automatic Course Request Rules (ACRs)
Course 4.02 Prepare Course Requests Objectives: · Run select Automatic Course Request Rules (ACRs) · Verify tallies · Transfer / delete course requests by filter · Enter elective and alternate course requests · Edit request properties such as alternate flags and preference settings · Batch assign course request attributes · Single out exceptions (over/under full load) using request analysis reports
Course Objectives and Descriptions
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Silk SchedulerPlus Training Courses for CCPS
Silk Course Objectives and Descriptions Course 4.03 Make Section Decisions Objectives: · Create and name a Master Schedule working file · Verify and adjust master schedule Courses settings on MS Courses tab o Especially maximum sections where limitations apply · Create Class Sections o Add and delete to adjust section count o Add and delete sections to adjust seat count o For class sections that will not ‘make’ § Transfer requests § Delete sections · Assign teachers to sections o Add placeholder records for TBD teaching staff o Verify and adjust assignments by department · Verify and adjust master schedule Classes settings · Combine classes to maximize resources: same teacher, same room, same meeting time
Course 4.04 Build the Baseline Master Schedule Objectives: · Assign meeting times to Nonnegotiables (class sections with constraints conditions which limit or restrict the Scheduler in placing a class in the Master Schedule) · Understand the Conflict Matrix · Hand place classes by category using filtered conflict statistics · Hand place singletons; hand place most doubletons · Preserve your Baseline master schedule before running the automatic master schedule build process
Course 4.05 Generate MS Scenarios Objectives: · Copy baseline master schedule · Set up master schedule building (MSB) rules · Auto assign teachers to remaining classes · Auto assign meeting times to remaining classes · Analyze and adjust the master schedule
Course 4.06 Set Class Loader Controls Objectives: · Set up Course Scheduling rules · Set up / verify Teaching Team structures · Set up Class Links · Set up Class Filters · Set preferences at the individual student course request level Course Objectives and Descriptions
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Silk SchedulerPlus Training Courses for CCPS
Silk Course Objectives and Descriptions Course 4.07 Load Classes Objectives: · Understand how the general class loader works · Set loader option · Run trial loads of students into classes to test the master schedule structure · Set up for the Homeroom loader; run practice homeroom loads
Course 4.08 Analyze and Adjust Master Schedule Objectives: · Analyze load performance using interactive screens and analysis reports · Adjust master schedule to improve load performance o Include date (and time stamp, if needed) in file names o Most recent MS file appears at bottom of MS list · Identify Best and Final MS version o Rename master schedule file to indicate best and final version · Notify guidance counselors how and when to open the Good MS so they can resolve the last of the conflicts and finalize student schedule details
Course 4.09 Analyze and Adjust Student Schedules Objectives: · Analyze and adjust Student Schedules using analysis reports and interactive screens · Resolve conflicts o Use the Individual Loader to schedule alternate requests o Add and drop classes from student schedules directly · Work with Class Rosters to move more than one student at a time · Lock Schedules for individuals and groups
Course 4.10 Print Reports and Suspend use of Scheduler Finalize the schedule process until next scheduling season. Objectives: · Print Student Schedules to distribute by homeroom · Print Master schedule matrix reports by teaching department · Print Class Rosters · Use Scheduler Checklist to Finalize the master schedule · Export master schedule and student schedules to SIS
Course Objectives and Descriptions
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Silk SchedulerPlus Training Courses for CCPS
Silk Course Objectives and Descriptions Unit V.
Silk Scheduling for Elementary Schools
The process of scheduling students at the elementary level starts the same as secondary through Silk Course 303 School Setup. Then we diverge – we skip the 400series courses in favor of 500series courses that are specific to elementary school scheduling.
Course 5.01 Prepare Scheduling Data Objectives: · Verify Calendar details – should be one term called YR · Understand District Course Settings o Status, school type, credit value, o Coursetype (Homeroom or No time schedule) · Verify Scheduler Options o Default class size settings (global for all courses offered that don’t have an override value) o Team Scheduling Enabled flag · Prepare School Courses Offered details o Adjust Offerings based on finalized registration packets o For each course, set the number of Terms and flag for Required (versus Elective) o Override global settings for class size limits (in Scheduler Options) o Run Courses Offered report · Prepare Teacher details o Course assignments/certifications o Primary room assignments o Multiple school assignments for Specials itinerate teachers o Run verification reports · Prepare Room details o description and capacity (recommend capacity set to 0) · Check Student details o Grade level and status, especially retentions o Run rosters and Students to be Scheduled · Set up Homeroom Teaching Teams · Set up Homeroom Student Groups, if not using Teams · Create and test Automatic Course Request Rules (ACRs)
Course 5.02 Prepare Requests Objectives: · Run Automatic Course Request Rules (ACRs) · Verify tallies by grade level · Transfer / delete course requests by filter
Course Objectives and Descriptions
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Silk SchedulerPlus Training Courses for CCPS
Silk Course Objectives and Descriptions Course 5.03 Set up Class Sections Objectives: · Create and name a Master Schedule file · Verify and adjust settings for Courses Offered (again) o Especially maximum sections where resource limitations apply · Verify and adjust MS Courses tab settings · Create Class Sections o Add and delete sections to adjust section count o Add and delete sections to adjust projected average seat count
Course 5.04 Build the Master Schedule Objectives: · Assign teachers to sections o Add placeholder records for TBD teaching staff o Verify and adjust assignments by department (especially RATS) · Override settings at the Classes level
Course 5.05 Set up Loader Controls Objectives: · Create Link families with homeroom classes as primary (parent) and subject classes as children · Complete Team configuration by flagging Homeroom courses as Team Scheduled · If not using Teams, filter classes for homeroom groups
Course 5.06 Loading Classes Objectives: · Run trial Load of students into classes o Filter by grade level, team, or student group o Set loader options · If errors troubleshoot team structure, group membership rosters, class filters, course request preferences at the student level, etc. · Run final Load students into classes by grade level · Lock and load next grade level
Course 5.07 Analyze and Adjust Schedules Objectives: · Analyze student schedules · Print final reports · Finalize master schedule
Course Objectives and Descriptions
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Silk SchedulerPlus Training Courses for CCPS
Silk Course Objectives and Descriptions Unit VI.
Silk Attendance (n/a)
Unit VII.
Silk Grades (n/a)
Unit VIII.
Silk Main Program
Course 8.01
Enrollment and Status
Objectives: · Add a student for immediate scheduling (district optional) · Withdraw a student to be scheduled at another school (district optional) · Change the grade level of a student · Verify enrollment history
Course 8.02
Master Schedule Maintenance
Objectives: · Create a new section · Delete a section · Change class attributes: teacher, room, meeting time, class cap
Course 8.03
Student Schedules
Objectives: · Add and Drop classes · Schedule Walkins
Course 8.04
Households and Contacts (n/a)
Course 8.05
Silk Classroom (n/a)
Course 8.06
Discipline (n/a)
Course 8.07
Health (n/a)
Course Objectives and Descriptions
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