About the Classes & Sessions Page

This topic provides quick reference for the elements on the Classes & Sessions page, which includes but is not limited information about its links, buttons, input controls, and navigational components. As a quick reference, the topic provides short but useful summaries and descriptions of each element on the page to help you quickly understand its particular function and the tasks you can use it to perform.

This topic provides no instructional information, providing instead links you can follow, if necessary, to obtain detailed step-by step instructions for tasks associated with elements on the page.

In this topic

Overview of the Classes & Sessions Page

Classes Tab

Term List

Search Filters

Toolbar

Classes Grid

Class Links

Sessions Tab

Term List

Search Filters

Toolbar

Sessions Grid

Session Links

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. 

This page is divided into two main sections:

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. Click the hyperlink to jump to the section on this page that describes the element.

Term ListTerm 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 (for example, the Classes page ). 

To display a different term's data, select the term from the list. The selected term becomes the new default selection.

Search FiltersSearch 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.

After you select your filters, click  to launch the search. The grid updates with results matching your filter criteria. To clear your filters, select Reset.

Select All CheckboxSelect 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 all at the same time. 

CheckboxesCheckboxes

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 LinksClass Links

In the grid, each class name is a link that, when clicked, opens a window that lets you view 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.

ToolbarToolbar

The toolbar contains a set of button controls you can use to perform a specific operation 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 How to Add a Class.

 Copy Class

Click to copy the selected class to a different term. For instructions on copying a class, go to How 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 How to Export Records on the Classes Tab to a CSV File.

Classes GridClasses Grid

This grid lists the classes in the selected term. 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 with a star ) and 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.

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. 

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. Click the hyperlink to jump to the section on this page that describes the element.

Term ListTerm 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 (for example, the Classes page ). 

To display a different term's data, select the term from the list. The selected term becomes the new default selection.

Search and Filter FunctionsSearch and Filter Functions

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 CheckboxSelect 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 all at the same time. 

CheckboxesCheckboxes

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 LinksSession Links

In the grid, each session name is a link that, when clicked, opens a window that lets you view session details, including the classes in the session, the number of students enrolled in each class, and the names of volunteers.

Within the window, additional features enable you to view and modify session details, add volunteers, and add classes to a session.

ToolbarToolbar

 Add Session

Click to open a window where you can add a new session to the selected term. For instructions on adding a session, go to How to Add a Session.

 Copy Session

Click to copy the selected session to a different term. For instructions on copying a session, go to How to Copy a Session.

 Export Sessions

Click to export the records in the Sessions grid to a .csv file. For instructions on exporting the list, go to How to Export Records in the Sessions Grid to a CSV File.

View LinkView Link

Click this link to view the names of volunteers assigned to the session.

Sessions GridSessions Grid

This grid lists the sessions created for the selected term. Columns in the grid provide the following information about each session:

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. 


 

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© Religious Education Help v5.0.21 January 31, 2024 ParishSOFT LLC, all rights reserved. ParishSOFT grants licensed users the right to unlimited duplication of this publication for internal use only.