Getting Started with RollCall 3.11

RollCall 3.x is a course management system for Salesforce. It is designed for use as a stand-alone Salesforce app that provides course, session, enrollment and attendance tracking, or as an extension for education institutions using HEDA.

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Paul Baxter
Take Attendance

Start from the Course Calendar tab and click on the date of the session for which you want to take attendance. You can do this from any view: month, week, day or list. 

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Jenn Taylor
Enroll a New Student

The process of enrolling a student guides you through searching contacts, creating a new contact, and finally enrolling the student into the selected course.

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Jenn Taylor
Cancel a Session

Sometimes, the unexpected happens. It snows a lot. There's a hurricane. The instructor is out sick. You can cancel an individual session through the admin portion of the site.

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Jenn Taylor
Editing a Course

Editing a course is an administrative function in RollCall 3. If you change the course schedule, today and all future sessions and attendance records will be automatically adjusted for you.

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Jenn Taylor
Canceling a Course

Canceling a course is an administrative function in RollCall 3. Start from the Admin icon, and click "Edit" next to the course you want to cancel.

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Jenn Taylor
Rescheduling a Session

The session schedule is driven by the Class Start Date and Time and Class End Date and Time fields on the Session record. These are the fields that control the calendar display.

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Jenn Taylor
Setting Up Holiday Skip Dates

RollCall provides automatic scheduling of courses based on the schedule you set up during course creation or edit. RollCall 3 introduces automatic holiday skip. For any date that you have indicated is a holiday skip date, RollCall will not create a course on that date.

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Jenn Taylor