Users have two options to set the Homeroom automatically: by location or by a semester/day/period pattern. If homeroom is always a room in a specific location, set up the rule by location. If homeroom is not always in a specific location, but follows a distinct pattern, set up the rule by semester/day/period pattern. If needed, multiple rules can be set up for homeroom according to the varying needs of each building or grade level.
Required Permissions: Guru Admin
Where to Start
- Go to Rules.
- Select Add New Rule.
Create a Rule
- Enter a Name for the new Rule
- If desired, enter a Description.
- Select Student Homeroom for Entity Type.
- Select a School.
- Select a Grade (optional).
- Select the appropriate Update Options: Overwrite or Skip. Overwrite populates empty target fields and overwrite the target field if it already has a value. Skip ignores records where the target field already has a value.
- Select Next to proceed to the Data Rules tab.
Data Rules
- To utilize a Semester/Day/Period pattern, select a value in each of those three fields. These fields are required.
- If student homeroom periods vary based on location codes, use the Location filter. Otherwise, leave the location filter set to Select.
- Select Finish to save the rule.
When users update Homeroom based on a selected Semester/Period/ Day pattern, all students with a class that meets during the selected pattern will have their Homeroom, Homeroom Teacher and Homeroom Class fields updated to the values associated with the applicable class.
For example, a Semester 1/ Day 1,3/Period 2 selection would include ALL classes that meet on Days 1,3 in Period 2 of Semester 1.
Those classes could meet on Days 1,3 only or on any Day combination that includes both Day 1 and Day 3; during Period 2 only or during any Period combination that includes Period 2; and Semester 1 only or any Semester combination that includes Semester 1. However, classes that meet only Day 1, only Day 3, or only Semester 2 would be excluded.