Update status of the Clearance Checklist Items
This function allows the users to update the status of the Clearance Checklist items the students.
Update the status of the Clearance Checklist Items for an individual student
Roles Involved: School Admin - Student Clearance and Class Teacher (MOE_SCHL_ADMIN_STDNT_CL) and (MOE_SCHL_CLASS_TEACHER)Navigate to Main Menu > Campus Community > Checklists > Person Checklist > Checklist Management – Person.
Click on the Find an Existing Value tab.
Click on the ID lookup icon and search for the student that has a Clearance Checklist.
Click on the Search button.
User will be directed to the Checklist Management – Person page.
Click on the Checklist Management 1 tab to check the student's checklist information.
- The Clearance Checklist created will display the Date/Time it was created as well as the Checklist Code.
- For Transfer and Withdrawn Students, when the Clearance Checklist is created, the Comments field will contain the Request Nbr of the Completed Request.
Click on the Checklist Management 2 tab.
Select one of the statuses from the dropdown list of the items the School Admin or teachers/persons in-charge of and update the status of the item.
Completed – Student has returned the item or has completed the task.
Initiated – No action has been taken to clear this item, the initial status of all items.
Not Applicable – The item is not applicable for the student to clear.
Work in Progress – Action has been taken to clear the item but not yet completed.
Click on the Save button once user has done updating the statuses of the Clearance Items.
Note:
Note:
The user will see the list(s) of the Clearance Items in this page which has to be completed.
There are 4 statuses available;
Update the status of Clearance Checklist Items for a group of students
Roles Involved: School Admin –Student Clearance and School Clearance Officer (MOE_SCHL_ADMIN_STDNT_CL) and (MOE_SCHL_CLEARANCE_OFFCR)
Navigate to Main Menu > Records and Enrollment > Student Movement > Clearance > Student Clearance Checklists.
Click on the Find an Existing Value tab.
Select the campus from the Campus lookup icon.
Click on the Search button.
User will be directed to the Student Clearance Checklists page.
In the Student Clearance Checklists page, to search for the students the search criteria can be used. The criteria mentioned in the email sent to the teachers/persons in-charge of Clearance Checklists Items to fetch the students to update the status of each of the items.
Click on the Academic Career lookup icon to select the Academic Career. This is the field the teacher/person in-charge must enter in order to search for the students.
Click on the Academic Program lookup icon and select the program.
Click on the Academic Plan lookup icon and select the Academic Plan.
Click on the Term lookup icon and select the correct term.
Click on Session lookup icon and select the correct session.
If the user wants to view the students of a particular class in a given term, select the Class Section value from the lookup after entering the Term and Session value.
If the user wants to search for a particular student, the Student ID can be selected from the lookup icon after selecting the Academic Career from above.
Click on Fetch button to fetch the students who have Clearance Checklists created matching the criteria entered.
Click on the Clear button to erase the criteria from all the fields entered.Once the Fetch button is clicked, Student IDs and the names are displayed in the grid. It will also display all the Clearance Items the students should clear before leaving the school.
Select one of the statuses from the dropdown list of the items the School Admin or teachers/persons in-charge of and update the status of the item.
Completed – Student has returned the item or has completed the task.
Initiated – No action has been taken to clear this item, the initial status of all items.
Not Applicable – The item is not applicable for the student to clear.
Work in Progress – Action has been taken to clear the item but not yet completed.
Click on the Save button once user has done updating the statuses of the Clearance Items.
Note:
The status of the clearance items can only be updated by the teachers/persons in-charge of it.
The status dropdown of the items the User is in-charge of will be editable.
The status dropdown of the items the User is not in-charge of will be disabled.
There are 4 statuses available;
Note:↑ Back to Top
When the statuses for all the Clearance Checklist items are updated to Not Applicable or Completed, the entire row will be read-only. This is the indication that the Clearance Checklist is completed and the Clearance Process is completed for the student.
