Two Access Points to Your Course Instructor Tools Below:

Access via Course Administration

1. Click Administration in the tabs along the top of the screen.
2. In the Applications menu, click Course Administration.
3. On the Search Learning Opportunities screen:
   • To locate a specific course, enter applicable search criteria, then click Search.
     -OR-
   • To display all courses for which you have been identified as an instructor or moderator, click List All. (If you are an Office Administrator, the list displays all courses within your office.)
4. Click the title of the course you want to manage.

5. Scroll to Sections at the bottom of the page. Click the action menu to view the tools available to you for a section. Click View Roster.

Access via Courses I Teach Channel

1. Locate the Courses I Teach channel, either on your home page or by clicking the Course Catalog tab.
2. Use the search, sort, and filter features as necessary to locate the section you want to manage.
   

3. For the desired section, select Roster from the action menu. If you are only marking attendance, select Attendance.

The Roster Screen

• Course and section information will appear at the top of the roster screen. You can attach any files as needed such as a syllabus or training guide by clicking Attach File.
• In the middle of the page, a set of buttons to access roster functions will display. They are displayed in the order that instructor functions are to be executed (Buttons available will depend on course and section settings, as well as your role permissions.)

At the bottom of the page, the current roster is displayed. You have the following options:

• (A) Use the Show Columns checkboxes to select the columns you want to view in the roster list.
  • Note: The checkbox settings selected are maintained across all sessions.
• (B) Select Show Only Active Users to filter the roster list accordingly. This selection will carry through to the roster functions, such as printing sign-in sheets.
• (C) Select the Actions menu next to a participant for the option to remove them from the roster or move them to the waitlist.
• (D) Use the lock icon to prevent roster changes for a participant. Click the lock at the top of the column to lock every participant.

Add Individual Learners

1. From the section roster, click Add Learner.
2. Enter relevant learner criteria, then click Search.
3. From the results, do one of the following:
   • Select the checkbox in the header row to select all learners.
   • Select the checkbox next to  individual learners.

4. Do one of the following:

   • To add the selections to the section roster, click Add User(s). 

   • To add the selections to the section waitlist, click Add User(s) to Waitlist.

Copyright © 2021 PowerSchool Group LLC

Manage the Waitlist

• View and update the section waitlist.

1. From the buttons displayed on the Section Roster screen, click Waitlist.
2. Users on the waitlist will be displayed with the following options.

(A) Select Show Only Active Users to filter the waitlist accordingly.

(B) To move a user from the waitlist to the section roster, click Register for the desired participant. (This action can override the section settings for the maximum number of participants.)

(C) To remove a user from the waitlist, click X for the desired participant. Click OK to confirm the removal.

3. When finished updating the waitlist, click Manage Roster.
4. Participants you registered from the waitlist now will appear in the roster list. To return a participant to the waitlist, select Move to Waitlist from the applicable Actions menu.
   

Remove Participants

• Remove multiple participants from the roster and waitlist at once.

1. From the buttons displayed on the Section Roster screen, click Remove Participants.
2. Select the checkboxes for the participants you wish to remove. 
   

3. To send notification emails to individuals removed from the roster, place a check next to Send notification emails.
   
4. Click Delete. The users will no longer appear on the roster list.

Taking Attendance

• Here you will learn to mark participants as attended for class times. From the buttons displayed on the Section Roster screen, click Attendance.
• You can mark attendance in one of several ways:

• (A) For Multiple Day with Multiple Attendees Submissions - click the drop-down on the participants' row and select the appropriate attendance status. This will update the participant's attendance status for all days.
• (B) For Multiple Attendees in a Single Day Submissions- click the pencil icon in the column for the correct date and select the appropriate attendance status using the radio buttons. 
• (C) For Single Day Individual Submissions - select the circle with a line in the middle to mark within a given participant AND day Attended or Absent.

• (a) Select Page to update the attendance for only the users on the active page.
• (b) Select All to update the attendance for all participants.
• (c) Select Filtered Set to update the attendance for only the filtered users.
• (d) The action button will designate how many participants will be affected by the selected action.
• Click the drop-down in the desired participants row and the correct date column and select the appropriate attendance status. This will update the individual participant's status for that day.

Once attendance is complete, click Back at the top of the page.

Attendance can also be taken via the mobile app. Visit the "Mobile App Instructions for All" tab for details.

Update Roster Status

• Once your course has finished, the final step is to mark participants as "Complete" or "Incomplete" based on attendance. Here, you can make additional updates to the participants' roster status which can be seen in the dropdown within the images below. 
• In order for participants in your course to receive recertification points, they must be marked as "Complete" at the end of your course's section(s). This is done in addition to taking attendance. 
• Roster Status Definitions

1. From the buttons displayed on the Section Roster screen, click Roster Status. The editable fields on the roster list below will change.
2. If you desire to change roster status of all participants at once, click on the drop-­down menu and make the appropriate selection. Status of all participants will change in the list below.
   

3. For individual entries, in order to mark a participant as "Complete" or "Incomplete" and to make any other edits to individual participants, use the drop-down menus associated with each participant.

Note: Once all classes for a section have finished, use this tool to mark participants completed as appropriate. Registration status cannot be changed for locked participants.

4. When finished making roster updates, click Save This Page.

Copyright © 2021 PowerSchool Group LLC

This section includes a more simplified way of marking participants' completion status. If this process is used, to mark participants who attended as "Complete", the instructor must use the Roster Status button to mark those who did not attend as "Incomplete". 

Auto Complete Based on Attendance

Set multiple participants' roster status to complete based on defined attendance metrics.

1. From the buttons displayed on the Section Roster screen, click Auto Complete Based on Attendance.
2. Select the number of classes for this course a participant must attend to be marked complete automatically.

3. Click Update.
4. All participants meeting the set criteria will be marked complete in the roster.

In order for participants in your course to receive recertification points, they must be marked as "Complete" at the end of your course's section(s). This is done in addition to taking attendance. 

Copyright © 2021 PowerSchool Group LLC

Email Participants

Send an email to participants on the roster and/or waitlist.

1. Click Email All.
2. Fill in the desired fields of the email.
   
3. Select the checkboxes for all intended recipients. You can select All to send the email to all participants. If you desire to send the email to individuals on the section’s waitlist, scroll down and make appropriate selections in the Wait List portion of the screen.
   
4. Once the email and recipient selections are complete, click Send.

Print Sign-In Sheet

• Print the section roster sign-in sheet for a class (with optional QR code for use with the mobile app). This will be most useful for in-person courses. 

1. From the buttons displayed on the Section Roster screen, click Sign In Sheet.
2. If the section has multiple class times, select the appropriate date by clicking the arrow until the correct date is displayed.
3. A new window will load.
   • Click Print above the roster and follow on-screen instructions related to your printer.
   • If you would like to include the section-­specific QR code, click Print Section Code and follow on-screen instructions related to your printer.

Send Survey Reminders

1. From the buttons displayed on the Section Roster screen, click Send Survey Reminders.
2. Participants will be listed, with an indicator of their survey status.

3. Select the checkboxes for all intended recipients of the survey reminder email. You can select Select All to send the email to all participants.

Note: The participants you can select for the reminder will depend on their roster status. Roster statuses eligible for surveys are configured for your district.

4. When finished selecting recipients, click Email Selected. Click OK to confirm.