Instructor reports allow you to report on class listings and schedules for your Activity Instructors in RecTrac.
RecTrac Process and Reporting screens offer numerous fields and widgets that allow you to filter the data for which your process or report is being run. RecTrac Widgets provides definitions and examples to show you how these work.
Buttons on the screen…
Instructor Criteria
Staff Members (SAStaff_RecordCode_DataGrid)
The Instructors DataGrid displays all Instructor Codes in your database based on the DataGrid filters being used and your Permissions.
Highlight/select individual Instructor Codes, as needed, from the DataGrid. Multiple selection is allowed.
OR
Select the Use Staff Code Range option.
THEN
Input the range of Staff Codes you wish to include.
Make selections in the DataGrid or use a Staff Code Range or Both. Leaving the DataGrid blank and the Use Range option de-selected will result in NO STAFF CODES being selected.
Click here for a full description of RecTrac DataGrids.
DeleteUse Staff Code Range (SAStaff_RecordCode_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to limit your selection to a range of Staff Members.
THEN
Enter the range of Staff Codes.
OR
Leave this option de-selected to skip the Staff Code Range check and make selections from the DataGrid if applicable.
- If there is a DataGrid for this program - In instances where you have a DataGrid and corresponding Range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the Range yields a blank report or process.
- If there is NOT a DataGrid for this program - In instances where you do NOT have a DataGrid a selection here is NOT required. Leaving this option de-selected skips this filter and results in ALL Codes being included.
Status (SAStaff_RecordStatus_ComboBox)
Select the Status(es) by which you wish to filter. Multiple selection is allowed. Only Records that are linked to the Status(es) you select will be included on the output.
OR
Leave this field at its default setting, (0) Selected, to skip this check and include all statuses.
- Active
- Inactive
- Pending
- Quit
- Fired
Begin Instructor Code (SAStaff_RecordCode_Begin)
This field is applicable only if you opt to Use Staff Code Range.
Select the Beginning and Ending Staff Codes for their respective fields. Staff Codes within the range entered will be included in the process.
DeleteEnd Instructor Code (SAStaff_RecordCode_End)
This field is applicable only if you opt to Use Staff Code Range.
Select the Beginning and Ending Staff Codes for their respective fields. Staff Codes within the range entered will be included in the process.
DeleteStaff Code WildCard (SAStaff_RecordCode_Equals)
Select a Staff Record to use as a base for your Wildcard search
OR
Enter letters in this field to use as a base for your Wildcard search, if desired.
THEN
Select a Wildcard Option. Depending on your selection, wildcard asterisks/periods may be required. Only those Sections to which an instructor who meets your Wildcard Criteria will appear on your output.
WildCard Option (SAStaff_RecordCode_Equals_Option)
Select your Wildcard Option for this process:
- Equals - The process will return a list of all records that equal the value entered. This must be an exact match. For Example: If this was a list of Family Members, entering 'Grace Somersby' would find 'Grace Somersby' because it is an exact match, but it would NOT find 'Grace J. Somersby' because it is not an exact match.
Note: When running Reports you can use a comma-delimited list (with no spaces) in the corresponding Wildcard field when your Wildcard Option is Equals. This applies to Reports only. For Example: Entering "48116 5851 88003" in a Zip Code Wildcard field on a Report and using the Equals Option would yield results from those three separate Zip Codes.
- Begins - The process will return a list of all records that begin with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'Gr' would find all members whose name begins with 'Gr ' such as Grace Somersby but it would NOT find Ginny Weasley because her name begins with 'Gi.'
- Ends - The process will return a list of all records that end with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'by' would find all members whose name ends with 'by ' such as Grace Somersby but it would NOT find Sam McGee because his name ends with 'ee.'
- Matches - The process will return a list of all records where a value match can be found. Wildcarding and asterisks/periods must be used. For Example: If this was a list of Family Members entering '*om*' (asterisks must be included) would find Grace Somersby and Tom Sawyer because "om" appears in both names but it would NOT find Felicity Lemon because "om" does not appear anywhere in her name.
Note: See also: RecTrac Wildcarding.
Report Tags (SAStaff_ReportTag_ComboBox)
Select the Report Tag(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Report Tag Codes are maintained in System Code Management Code Type = Report Tag.
DeleteStaff Category (SAStaff_Category_ComboBox)
Select the Category Code(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Category Codes are maintained in System Code Management Code Type = Category. They are linked in File Management for the module you are working with. For Example: Activity Categories are linked in Activity Management Facility Categories are linked in Facility Management etc.
DeleteStaff Type (SAStaff_TypeCode_ComboBox)
Select the Type Code(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Type Codes are maintained in System Code Management Code Type = Type. They are linked in File Management for the module you are working with. For Example: Activity Types are linked in Activity Management Facility Types are linked in Facility Management etc.
DeleteLinked to Active Activity Section? (SAStaff_LinkedAsInstructor_ComboBox)
Select whether you want to include Instructors linked to active-status Activities or not or both.
OR
Leave this field at its default setting, (0) Selected, to skip this check.
Site Code (SAStaff_SiteCode_Picklist)
Select the Site Code(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Area (SAStaff_SiteArea_Picklist)
Select the Site Area(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Category (SAStaff_SiteCategory_Picklist)
Select the Site Category/Categories by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Group (SASite_SiteGroup_PickList)
Select the Site Group(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Type (SASite_SiteType_PickList)
Select the Site Type(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Activity Section Criteria
Use Activity Section Range (ARSection_ComboKey_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to limit your selection to a range of activity sections.
THEN
Enter the range of section codes.
OR
Leave this option de-selected to skip the activity section range check and make selections from the DataGrid if applicable.
- If there is a DataGrid for this program - In instances where you have a DataGrid and corresponding range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the range yields a blank report or process.
- If there is not a DataGrid for this program - In instances where you do not have a DataGrid a selection here is not required. Leaving this option deselected skips this filter and results in all codes being included.
Section Status (ARSection_RecordStatus_ComboBox)
Select the section status(es) you wish to include in your output. Multiple selection is allowed.
OR
Leave this field at its default, (0) Selected to skip this check and include all statuses.
- Active
- Inactive
- Pending
- Cancelled
Begin Activity Section (ARSection_ComboKey_Begin)
This field is applicable only if you opt to Use Activity Section Range.
Select the beginning and ending activity section codes for their respective fields. Activity sections within the range entered will be included in the process.
DeleteEnd Activity Section (ARSection_ComboKey_End)
This field is applicable only if you opt to Use Activity Section Range.
Select the beginning and ending activity section codes for their respective fields. Activity sections within the range entered will be included in the process.
DeleteActivity Section Wildcard (ARSection_ComboKey_Equals)
If opting to Use Activity Section Range, select a single section if desired to use as a base for your wildcard selection.
OR
Enter a wildcard value, if desired
THEN
select a Wildcard Option. Depending on your selection, wildcard asterisks/periods may be required.
Wildcard Option (ARSection_ComboKey_Equals_Option)
Select your Wildcard Option for this process:
- Equals - The process will return a list of all records that equal the value entered. This must be an exact match. For Example: If this was a list of Family Members, entering 'Grace Somersby' would find 'Grace Somersby' because it is an exact match, but it would NOT find 'Grace J. Somersby' because it is not an exact match.
Note: When running Reports you can use a comma-delimited list (with no spaces) in the corresponding Wildcard field when your Wildcard Option is Equals. This applies to Reports only. For Example: Entering "48116 5851 88003" in a Zip Code Wildcard field on a Report and using the Equals Option would yield results from those three separate Zip Codes.
- Begins - The process will return a list of all records that begin with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'Gr' would find all members whose name begins with 'Gr ' such as Grace Somersby but it would NOT find Ginny Weasley because her name begins with 'Gi.'
- Ends - The process will return a list of all records that end with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'by' would find all members whose name ends with 'by ' such as Grace Somersby but it would NOT find Sam McGee because his name ends with 'ee.'
- Matches - The process will return a list of all records where a value match can be found. Wildcarding and asterisks/periods must be used. For Example: If this was a list of Family Members entering '*om*' (asterisks must be included) would find Grace Somersby and Tom Sawyer because "om" appears in both names but it would NOT find Felicity Lemon because "om" does not appear anywhere in her name.
Note: See also: RecTrac Wildcarding.
Sections (ARSection_ComboKey_DataGrid)
The Activity Section DataGrid displays all sections in your database based on the DataGrid filters being used and your Permissions.
Highlight/select individual Sections, as needed, from the DataGrid. Multiple selection is allowed.
OR
Select the Use Activity Section Range option.
THEN
Input the range of sections you want to include.
Make selections in the DataGrid or use an Activity Section Range or both. Leaving the DataGrid blank and the Use Range option de-selected will result in no sections being selected.
Click here for a full description of RecTrac DataGrids.
DeleteArchived (ARSection_Archived_ComboBox)
Accept the default entry (No) or select your Archived option for this report. Multiple selection is allowed.
- Yes - Include archived sections on the report output.
- No - Don't include archived sections on the report output. The output will include current sections only.
Section Report Tags (ARSection_ReportTag_ComboBox)
Select the Report Tags by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Report Tags are maintained in System Code Maintenance Code Type = Report Tag. They are linked in File Management for the module you are working with. For example Section Report Tags are linked in Section Management Facility Report Tags are linked in Facility Management etc.
DeleteActivity Type (ARSection_TypeCode_ComboBox)
Select the Type Code(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Type Codes are maintained in System Code Management Code Type = Type. They are linked in File Management for the module you are working with. For Example: Activity Types are linked in Activity Management Facility Types are linked in Facility Management etc.
DeleteActivity SubType (ARSection_Subtype_ComboBox)
Select the SubType Code(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
SubType Codes are maintained in System Code Management Code Type = Type • SubTypes. They are linked in File Management for the module you are working with. For Example: Activity SubTypes are linked in Activity Management Facility SubTypes are linked in Facility Management etc.
DeleteActivity Category (ARSection_Category_ComboBox)
Select the Category Code(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Category Codes are maintained in System Code Management Code Type = Category. They are linked in File Management for the module you are working with. For Example: Activity Categories are linked in Activity Management Facility Categories are linked in Facility Management etc.
DeleteUse Year Range (ARSection_Year_UseRange)
Select this option to filter the output by year range, if desired.
THEN
Use the fields to identify your beginning and ending year range.
OR
Leave this option de-selected to skip this check.
This field is used to filter records by the year(s) during which the section is/was meeting. Any section with meeting dates anywhere within your range will be included.
DeleteSeason (ARSection_Season_ComboBox)
Select the section season code(s) you wish to include in the output. Multiple selection is allowed.
Season Codes are maintained in System Code Management. Type=Season.
DeleteBegin Year (ARSection_Year_Begin)
This field is applicable only if you opt to Use Year Range.
Enter the beginning and ending year range by which you want to filter your output.
DeleteEnd Year (ARSection_Year_End)
This field is applicable only if you opt to Use Year Range.
Enter the beginning and ending year range by which you want to filter your output.
DeleteUse Section Date Range (ARSection_IncludeDateRange_UseRange)
Select this option to filter the output by section date range, if desired.
THEN
Use the Date Select fields to identify your beginning and ending date range.
OR
Leave this option deselected to skip the this check.
This field is used to filter records by the dates during which the section was meeting. Any section with meeting dates anywhere within your date range will be included. For example, your date range is 01 May 20xx - 30 June 20xx.
- A section beginning on 29 June would be included because the section meets within your date range.
- A section ending on 02 May would be included because the section meets within the date range.
- A section ending before/on 30 April wouldn't be included because there are no meeting dates within your date range.
- A section beginning on/after 01 July wouldn't be included because there are no meeting date within your date range.
Begin Section Date (ARSection_IncludeDateRange_Begin)
This field is applicable only if you opt to Use Section Date Range.
Select your Begin/End Date options for this process.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Sections with a meeting date within the date range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Section Date (ARSection_IncludeDateRange_End)
This field is applicable only if you opt to Use Section Date Range.
Select your Begin/End Date options for this process.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Sections with a meeting date within the date range selected will be included in your output.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
Delete