Scanning Entry Records Entry Records 1) Tools Menu Scanning Wizard 2) Using Scanner Hardware Contro 3) Entry Front Side 1

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Scanning Entry Records This document provides a step-by-step tutorial on how to scan Entry Records and verify the imported information. 1) From the Tools Menu, select Scanning Wizard. 2) Select Using Scanner and enter required scanner Hardware Control settings. 3) Click Entry to set the type of record for the scanner to look at on the Front Side of the Scantron sheet. 2013 CASAS. All rights reserved. 1

4) Press Scan and then Stop after scanning the record. 5) From the Front Overrides page, mark the checkboxes for Agency Code and Site Code and enter appropriate values. 6) Read carefully the text displayed and mark the appropriate checkboxes to auto-populate required fields. Check Auto-populate missing required contact names..." to ensure student names derive from their identification codes. Check "Allow record creation outside..." to enable the creation of date-bound records outside the current program year. Check "Auto-populate start and end dates..." to define activity date ranges using the program year boundaries. 7) The record is Valid if the background color is white. 2 2013 CASAS. All rights reserved.

8) Press Edit Records to correct data. A new window displays with override options for all data-input fields. 9) The last screen indicates the number of Valid records the wizard will attempt to import. Note: Even though a record is considered Valid according to client-side validation, it may conflict with a record at the server. If this occurs, the system will inform you about the number of records that could not be imported. You will also have the option to correct data that could not import. 10) Wait until all records are imported. A progress bar informs you of the import status. 2013 CASAS. All rights reserved. 3

11) The Scanning Wizard ends with a message to indicate the number of successfully imported records. Verifying Scanned Entry Information A. Fields (3) (9) contain values that create a Student record. Look for a student in the Students Lister. 1) Open Records -> Students -> Demographics and select the Agency/Site container for scanned data. 2) Filter lister by column or use the Filter button. 3) Double-click to open a Student Info details page. 4 2013 CASAS. All rights reserved.

B. Fields (10), and (12) (15) contain values that create a Student Record entry. Look for this information in the Student Records Lister. 1) Open Records -> Students -> Records and select the Agency/Site container for scanned data. 2) Filter lister by column or use the Filter button. 3) Double-click to open a Student Record Info details page. 2013 CASAS. All rights reserved. 5

C. Field (11) Instructional Program creates a Program Enrollment record entry. Look for this information in the Program Enrollments Lister. 1) Open Records -> Programs -> Enrollments and select the Agency/Site container for scanned data. 2) Filter lister by Instructional Program column or use the Filter button. 3) Double-click a record to open a Program Enrollment Info details page. D. Field (16) Home Zip Code is saved in the Student record. Look for this information in the Students Lister. 1) Open Records -> Students -> Demographics and select the Agency/Site container for scanned data. 2) Filter lister by Full Address column or use the Filter button. 3) Double-click to open a Student Info details page. 6 2013 CASAS. All rights reserved.

E. Field (17) Class Number creates a Class Enrollment record entry. Look for this information in the Class Enrollments Lister. 1) Open Records -> Classes -> Enrollments and select the Agency/Site container for scanned data. 2) Filter lister by Class ID column or use the Filter button. 3) Double-click to open a Class Enrollment Info details page. F. Field (18) Instructional Level is saved in the Student Record entry. Look for Instructional Level in the Student Records Lister. 1) Open Records -> Students -> Records and select the Agency/Site container for scanned data. 2) Filter lister by Instructional Levels column or use the Filter button. 3) Double-click to open a Student Record Info details page. 2013 CASAS. All rights reserved. 7

G. Fields (19) and (20) contain values that create a Class Record entry. Look for this information in the Class Records Lister. 1) Open Records -> Classes -> Records and select the Agency/Site container for scanned data. 2) Filter lister by Student Skill Levels and/or Provider Uses columns, or use the Filter button. 3) Double-click to open a Class Record Info details page. 8 2013 CASAS. All rights reserved.

Quick Reference for Scanned Entry Record Information SCANNED ENTRY INFORMATION Field Description Menu Navigation 1. a. Student Name (non-scanned data) Records -> Students -> Demographics 1. b. Student Address (non-scanned data) Records -> Students -> Demographics 2. Instructor Name (non-scanned data) Organization -> Personnel -> Functional Roles 3. Student Identification Records -> Students -> Demographics 4. Gender Records -> Students -> Demographics 5. Date of Birth Records -> Students -> Demographics 6. Highest Year of School Completed Records -> Students -> Demographics 7. Highest Diploma or Degree Earned Records -> Students -> Demographics 8. a. Ethnicity Records -> Students -> Demographics 8. b. Race Records -> Students -> Demographics 9. Native Language Records -> Students -> Demographics 10. Date of Entry into this Class Records -> Students -> Records 11. Instructional Program Records -> Programs -> Enrollments 12. Attainable Goal Within Program Year Records -> Students -> Records 13. Special Programs Records -> Students -> Records 14. Personal Status Records -> Students -> Records 15. Labor Force Status Records -> Students -> Records 16. Home Zip Code Records -> Students -> Demographics 17. Class Number Records -> Classes -> Enrollments 18. Instructional Level Records -> Students -> Records 19. Skill Level Records -> Classes -> Records 20. Provider Use Records -> Classes -> Records 2013 CASAS. All rights reserved. 9