How to upload a record for a student

    in Student Health Tracker Tags: Step-by-Step Checklist for Summer

    No matter how hard you try to avoid it, completed requirements from parents will sometimes end up on your desk. So you will need a quick, convenient way to get it into the student’s electronic file.

    • Step-by-Step Instructions

    Scan the completed requirement form into your computer and save it with an appropriate name in PDF format. PLEASE NOTE: You will need to do this step first before doing anything else.

    Go to Front Desk.

    Go to Student Health Tracker.

    Select the appropriate student* under Search by Student and click Search.

    (You may begin typing the last name of the student and the system will show a list of matching students.)

    Locate the requirement you’d like to answer, and click on the cog/wheel beside it. Click Answer Requirement.

    Browse your computer for the appropriate PDF file.

    Once you have selected the PDF record, you will have the option to Upload Record or Upload Record and Review.

    • Tips and Tricks
    Uploading multiple records
    After selecting the appropriate student, follow the steps below:

    Click the wheel icon under the Actions heading for the requirement you need to upload multiple pages.

    Click Answer Requirement and browse your computer for the appropriate PDF file.

    If you need to add more than one page you can click the green icon next to “Have more than one page? Add another.”

    Once you have selected the PDF record, you will have the option to Upload Record or Upload Record and Review.

    Selecting Upload Record
    If you click Upload Record it will upload the document and attach it to the requirement but will not review the document. The requirement status will be marked as Pending Approval.
    Selecting Upload Record and Review
    If you select Upload Record and Review it will upload the document, attach it to the requirement and navigate to the review box for approving. There will be a Save and Review Later link. If you click Review Later document status will be Pending Approval.

    • User Permissions Required For This Guide
    Access To Requirements | Access To Trackers and Groups | Student Health Tracker | Student Health Tracker – Upload for Student

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