1. self-paced eLearning series
Community,
Focusing on
Student Records

2. A Laptop or Tablet can also be used as a 2nd screen
Optimize your eLearning environment!
A Laptop or Tablet can also be used as a 2nd screen
Connect a 2nd Monitor to your Computer
Open your eLearning lesson on one,
And Login to Solana on the other.
As you complete the lesson, navigate Solana to the appropriate location and see it in real time!

3. Community, Focusing on Student Records
During this lesson you will be asked to follow along in your Solana environment and complete a series of exercises.
Please allow approximately 35 minutes to complete the course.
‘Creating Menus’
was the previous lesson in the series.

4. Navigating the Lesson
To advance to the next slide, use the Right Arrow, Enter or Spacebar.
Use the Left Arrow to go back.
Hit Esc to exit the lesson.

5. Following this Lesson You will be able to:
Look up Students and Groups of Students
Find Students using filtering criteria and Save Views
Merge Student records and Create Groups

6. Community, Focusing on Student Records
Key Topics
An introduction to Community and Student lookup
Filtering Student lookups and Creating Views
Merging Records, Creating Groups and Customizing Columns
***Font Size 40 & 22 - Corbel

7. An introduction to Community and Student lookup
Community is where you’ll work with Student and Adult records including:
Student and Adult lookup and account information
Households (important for Direct Certification extensions)
Processing Free & Reduced Applications
Creating and sending Letters
Creating your Verification Pool
Hover over Community on the Main Menu to see it’s submenus.
This lesson will focus on the features of the Student Records.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed
Click Student Records to open the page.

8. Let’s review the many features of the Student Records screen.
An introduction to Community and Student lookup
Let’s review the many features of the Student Records screen.
Look Up Students by entering School, ID, First Name or Last Name.
Typing in a partial value will search anywhere in the data. For example, ‘ad’ will find everyone with a first name of Adam and everyone with the last name of Adams.
To quickly find Kelly Aldridge, type ‘ke al’.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed

9. An introduction to Community and Student lookup
To select all the records from your search, check the box next to School.
To select some of the records, uncheck to top box and select individual records.
This can be helpful for Creating Groups and Sending Letters; as we’ll see later in the lesson.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed

10. An introduction to Community and Student lookup
Double-Clicking on a record will bring up snapshot of that Student.
Selecting More Details brings up detailed Student information that we’ll cover in another lesson.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed

11. An introduction to Community and Student lookup
Time to exercise!
Log into Solana, take a self-guided tour and log out again. Repeat 3 times!
Search for Students by entering the first couple of letters of their first and last name.
Helpful Hints!
Searching with just a couple of letters will return any record that contains those letters anywhere in the name.

12. An introduction to Community and Student lookup
Time to exercise!
Log into Solana, take a self-guided tour and log out again. Repeat 3 times!
Double-Click on a line to bring up the Student snapshot on the righthand side of the page.
Helpful Hints!
Clicking on More Details brings up the detailed Student Information page.

13. Understand the functions of Community in Solana
An introduction to Community and Student lookup
Key Takeaways
Understand the functions of Community in Solana
Be familiar with the several ways to Search for Students
Know how to select a group of Students following a Search
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed
Next up, Filtering Student lookups and Creating Views

14. Filtering Student lookups and Creating Views
Next , we’ll take a look at the Add Student, Filter and More functions.
Click + to enter new Students. Most of your student records will be importing from your Student Information System and you should only use this option if you don’t import.
Click Students to return to the Student Records page.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed

15. Filtering Student lookups and Creating Views
Click the filter icon to bring up the Filter Column
Click the dropdown Arrow for a list of Filtering criteria.
Your visible columns will be available for filtering. A little later,
You’ll learn how to add or remove columns.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed

16. Filtering Student lookups and Creating Views
In this example, we’ve entered Balance
Less Than -5 (-$5.00)
To create a list of all Students with less than negative $5 on their account.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed

17. Filtering Student lookups and Creating Views
You can Add or Remove additional criteria.
You can have multiple criteria, as many as you need to refine your search.
This can be very helpful when generating letters and creating groups as well as for
Saved Views, our next topic.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed

18. Filtering Student lookups and Creating Views
In this example, we’ll Save a New View , Low Balance Letter using the filters from our previous example.
Click Save as New View.
Click Reset to Default View to turn off the previously selected View.
The View is now available by clicking the dropdown arrow.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed
Enter the view name and click Save

19. Use the Filter criteria to create a Low Balance search.
Filtering Student lookups and Creating Views
Time to exercise!
Log into Solana, take a self-guided tour and log out again. Repeat 3 times!
Use the Filter criteria to create a Low Balance search.
Helpful Hints!
You can add as many criteria as you need to refine you’re search.

20. Select a Saved View. Then, Reset to Default View.
Filtering Student lookups and Creating Views
Time to exercise!
Log into Solana, take a selfuided tour and log out again. Repeat 3 times!
Select a Saved View. Then, Reset to Default View.
Helpful Hints!
You can add as many criteria as you need to refine you’re search.

21. Ability to add Filter Criteria to refine a Search
Filtering Student lookups and Creating Views
Key Takeaways
Ability to add Filter Criteria to refine a Search
Use of filter variables (Less Than, Equal To) to modify a Search
Understanding Saved Searches
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed
Next up, Merging Records, Creating Groups and Customizing Columns

22. Merging Records, Creating Groups and Customizing Columns
Click on the ‘3 dots’ for More options
We’ll work with ing and Printing Letters and ID Cards in a separate lesson.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed
Locate the students records to merge and check the boxes on the left.
Click Merge Records.
Check keep for the record you want to keep and then click Merge.
Adjust the PIN in Student Record Details (lesson available) as needed.

23. Merging Records, Creating Groups and Customizing Columns
Click on Create Group
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed
When you create a Group, the Group is available to cashiers on the POS terminals. For example, you serve the same group of students breakfast when coming off the buses.
First use the checkboxes on the left to choose the records you need. Create group by entering the Group Name, assign it to a School Type or individual schools and click Create.

24. Merging Records, Creating Groups and Customizing Columns
You can add and remove columns. Any visible column can be used for filtering.
For example, show Status to filter for Active and Inactive records.
Click on Columns
Check the criteria you wish to display.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed

25. Merging Records, Creating Groups and Customizing Columns
In this example, we’ve chosen
ID, Last Name, First Name, Classroom and Grade.
This can now be Saved as a New View.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed

26. Merging Records, Creating Groups and Customizing Columns
Time to exercise!
Log into Solana, take a self-guided tour and log out again. Repeat 3 times!
Use Columns to add or remove Columns from the Students page.
Helpful Hints!
Merging Records and Creating Groups do not make good exercises on live data!
Only perform these as needed.

27. Know how and why to Merge Records
Navigating the Student Page
Key Takeaways
Know how and why to Merge Records
Understand Groups and how they’re used.
Be able to add or remove columns from the Students page
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed

28. Congratulations, You’ve completed your 1st Community lesson!
You can now:
Lookup Students and choose subsets of those Students
Find Students using Filters and saving it as a View
Merge Records and Create Groups

29. Thanks again for your time and effort. It’s appreciated!