This article provides a quick reference for the elements on the Classes & Sessions page, which includes, but is not limited to, information about its links, buttons, input controls, and navigational components to help you quickly understand its particular function and the tasks you can perform using it.
Overview of the Classes & Sessions Page
The Classes & Sessions page provides a central location for managing a term's class offerings and sessions. From this page, you can add new classes and sessions to a term and remove existing ones. You can also copy classes and sessions, view and edit their details, and search for students and volunteers.
Classes Tab
The Classes tab lists all of the classes in the selected term. On this tab, you can perform a variety of class-related tasks, including searching for a class and viewing its details, adding new classes to your program, and copying classes to a new term.
The illustration below identifies the main elements on the Classes tab.
Term List
This dropdown list contains all of the terms created for your organization's Religious Education program. Select the term you want to work with. The term you select becomes the default term for this page and for all other pages that have a Term list.
To display data for a different term, select the term from the list. The selected term becomes the new default selection.
Search & Filters
Use the Search function to find a specific class in the grid.
The Search function consists of several filters that you can apply singly or in combination to narrow down the list of classes. The filters are useful for creating specific views of your class data. The filters are described below.
Sessions
This dropdown contains all the sessions your organization has created for the selected term. By default, the filter is set to All Sessions. If desired, you can filter your data on one or more sessions by selecting the checkbox next to each desired session.
Departments
This dropdown contains all the departments your organization has created for the selected term. By default, the filter is set to All Departments. If desired, you can filter your data on one or more departments by selecting the checkbox next to each desired department.
Grades
This dropdown contains all the grades your organization has created for the selected term. By default, the filter is set to All Grades. If desired, you can filter your data on one or more grades by selecting the checkbox next to each desired grade.
Locations
This dropdown contains all the locations your organization has created for classes. By default, the filter is set to All Locations. If desired, you can filter your data on one or more locations by selecting the checkbox next to each desired location.
After you select your filters, click to launch the search. The grid updates with results matching your filter criteria. To clear your filters, select
.
Select All Checkbox
Select this checkbox to select all classes in the grid and then perform a function on them all. For example, if you want to copy all classes, use this checkbox to select them simultaneously.
Checkboxes
The checkboxes allow you to select one or more classes in the grid and then perform a function on the selected classes. For example, if you want to copy specific classes, use the checkboxes to select the ones you want to copy.
Class Links
In the grid, each class name is a link that, when clicked, opens a window displaying class details, including the class location, number of students enrolled, names of volunteers, and a roster of students.
Within the window, you can perform additional tasks such as viewing students enrolled in a class, enroll new students, and transferring or promoting students to a new class.
Toolbar
The toolbar contains a set of button controls that you can use to perform specific operations on the page.
Add Class
Click to open a window where you can add a new class to the selected term. For instructions on adding a class, go to Add a Class.
Copy Class
Click to copy the selected class to a different term. For instructions on copying a class, go to Copy a Class to a Different Term.
Download
Click to export records in the Classes grid to a .csv file. For instructions on downloading the list, go to Export Records on the Classes Tab to a CSV File.
Classes Grid
This grid lists the classes in the selected term. Each column is configured to be sortable. Clicking a column header sorts the sessions in the grid on the value in the selected column. For example, to sort the grid by session name, click the Name column header, and to sort by grade, click the Grade header.
The sort order on a column is toggled between ascending order (from A to Z; from lowest to highest) and descending order (from Z to A; from highest to lowest). The first time you click a column, the sort direction is ascending. Clicking the column again reverses the sort to descending order.
Columns in the grid provide the following information about each class:
Name
Name of the class. Clicking the link opens the class record, where you can view details about the class, including the leader's name (identified by a star ) and the names of other volunteers assigned to the class, the class location, and enrollment numbers.
Session
Session in which the class is offered.
Leader
Leader's name. This individual has the Leader checkbox selected in their volunteer record.
Grade
Grade level.
Capacity
Total enrollment capacity/number of enrolled students.
Sessions Tab
The Sessions tab lists all of the sessions in the selected term. On this tab, you can perform a variety of session-related tasks, including searching for a session and viewing its details, adding new sessions to a term, and copying an existing session to a new term.
The illustration below identifies the main elements on the Sessions tab.
Term List
This dropdown list contains all of the terms created for your organization's Religious Education program. Select the term you want to work with. The term you select becomes the default term for this page and for all other pages that have a Term list.
To display data for a different term, select the term from the list. The selected term becomes the new default selection.
Search Bar
Use the Search function to find a specific session in the grid. In the Session Name field, type the name of the session. Then, click to update the grid with the session's details.
Select All Checkbox
Select this checkbox to select all sessions in the grid and then perform a function on them all. For example, if you want to copy all sessions, use this checkbox to select them simultaneously.
Checkboxes
The checkboxes allow you to select one or more sessions in the grid and then perform a function on the selected ones. For example, if you want to copy specific sessions, use the checkboxes to select the ones you want to copy.
Session Links
In the grid, each session name is a link that, when clicked, opens a window displaying session details, including the classes in the session, the number of students enrolled in each class, and the names of the volunteers.
Within the window, additional features enable you to view and modify session details, add volunteers, and add classes to a session.
Toolbar
Add Session
Click to open a window where you can add a new session to the selected term. For instructions on adding a session, refer to the article Add a Session.
Copy Session
Click to copy the selected session to a different term. For instructions on copying a session, refer to the article Copy a Session.
Export Sessions
Click to export the records in the Sessions grid to a .csv file. For instructions on exporting the list, refer to the article Export Records in the Sessions Grid to a CSV File.
View Link
Click this link to view the names of volunteers assigned to the session.
Sessions Grid
This grid lists the sessions created for the selected term. Each column is configured to be sortable. Clicking a column header sorts the sessions in the grid on the value in the selected column. For example, to sort the grid by session name, click the Name column header, and to sort by grade, click the Grade header.
The sort order on a column is toggled between ascending order (from A to Z; from lowest to highest) and descending order (from Z to A; from highest to lowest). The first time you click a column, the sort direction is ascending. Clicking the column again reverses the sort to descending order.
Columns in the grid provide the following information about each session:
Name
Name of session
Meeting Day
Day of the week the session is held
Time
The time the session is held
Volunteers
Volunteers assigned to the session
Classes
Number of classes in the session
Dates
Start and end dates of the session
Updated