Adding Extension and Child schemas

An Extension schema has a one-to-one relationship with its associated Main schema [>>]. A District Administrator can add a custom Extension schema to a Main schema and to custom Child schemas; however, he or she cannot delete a custom Extension schema if it is referenced by a page in another schema in the database, nor can he or she change a built-in Extension schema, or add one custom Extension schema to another.

A Child schema has a one-to-many relationship to the Main schema. Fields in a Child schema appear as a grid on the page. The administrator can add a Child schema to a main schema and to another custom Child schema, but cannot add a Child schema to an Extension schema, change a built-in Child schema, edit or delete a Child schema that is locked [>>], or change a Child schema that is referenced by a page in another schema.

To add an Extension or Child schema

[You can do this if your role is District Administrator.DA]:

On the home page, in the control bar under ADMIN, click District Setup. District Setup page appears.

Under cTools, click Manage Schemas. The cTools Manage Schemas page appears.

Click the feature area [>>] that contains the schema to be extended.

Student Health Tracking schemas originate from within the Student Demographic feature area. Therefore, to work with Health schemas, click the Student Demographic feature area.

On the Manage Schema Properties page, under Schema name, select the schema to be extended.

In the Actions menu, click Add Schema > Add Child or Add Extension.

To edit a schema, click it. It is possible to edit unlocked schemas [>>] created by others.

To delete a schema, select it and in the Actions menu click Delete Schema.

On the Add/Edit Child or Add/Edit Extension page, enter or change information, which includes:

Schema Name: The name of the custom schema. The name must be unique and have no spaces or underscores.

Database table name: CDM_: The name of the table in the custom schema. The name of a custom table in Chancery SMS is always prefixed by "CDM". The name cannot have spaces, use underscores instead.

Display name: The schema name as it appears on pages and in bread crumbs.

Description: Additional information about the schema.

Default display field: The field selected here is used to construct part of the audit message [>>] that appears when a change is made to any field in this custom schema. Note: No fields appear here until they are added to the schema [see Configuring fields in a schema >>].

Default search field: The field users search on by default when searching on a custom schema (Extension schemas only) [>>]. The field you designate as the default search field should be the field that best describes the type of records in the schema. Specifying a default search field is optional; however, if a field is not specified as a default search field, the operators "includes" and "excludes" are not available in the search control. Note: No fields are available in this drop-down list until they are added to the schema [see Configuring fields in a schema >>].

Copy to planning calendar: This option appears if the data in the Main schema [>>] can be different between the active and planning calendars. The setting for this option controls what happens to the data in the schema during Year-End Processing [>>]. If this option is selected, the data in this schema is copied from the active to the planning calendar during Year-End Processing; if not selected, data in this schema is deleted. The setting for this option defaults from the Main schema; however, the setting can be changed. Alternatively, individual fields can be set so that their data is not copied [see Setting calendar options for a custom field >>].

Keep in active calendar at year-end: This options appears if the data in the Main schema [>>] is the same in both the active and planning calendars. If this option is selected, the data in this schema remains in the active calendar during Year-End Processing; if not selected, data in this schema is deleted. The setting for this option defaults from the Main schema; however, the setting can be changed. Alternatively, individual fields can be set so that their data remains in the active calendar at year end [see Setting calendar options for a custom field >>].

Enable auditing: This setting controls whether the data in a custom schema is audited. The setting defaults from the Main schema; however, this setting can be changed on the Enable Auditing page [see Configuring fields in a schema >>].

Click Save.

Click Apply Pending Changes.