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Ensure students are assigned a geocode [Geocode Map method only]

On a system that employs the Geocode Map [>>] as its year-end transfer method, the administrator should ensure that every student is assigned a geocode. This enables Chancery SMS to transfer each student to the appropriate school. Note: On a system that employs Address Validation, Chancery SMS assigns geocodes automatically—the administrator cannot assign geocodes. Re [>>]fer to the Chancery SMS Address Validation Guide [see Addenda >>].

To identify students who do not have a geocode assigned [You can do this if your role is School Administrator or District Administrator.SA, DA]:

1

Using a detailed student search page [>>], create a search using the following criteria:

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Field: "Geocode (Planning)"

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Operator: "Equals"

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Value: "N/A"

2

Click Search. Chancery SMS displays a list of students who do not have a geocode assigned.

3

For each student, assign a geocode [>>].

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Or print the list of students for future reference (in the Actions menu, click Print).

To assign a student a geocode [You can do this if your role is School Administrator or District Administrator.SA, DA]:

1

View the student's record. The Student Demographics page appears.

2

On the Address/Phone tab, under Addresses, under Geocodes, for Planning Calendar, select a geocode.

3

Click OK.

To assign a geocode to one or more students [You can do this if your role is School Administrator or District Administrator.SA, DA]:

1

Select one or more students in a list of students.

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For example, in a list of Student Search results [>>].

2

In the Actions menu, click Assign > Values. The Assign Values popup page appears.

3

For Assign Field, select "Geocode (Planning)".

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For New Value, select the geocode to assign.

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Click Add to List.

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Click OK. A dialog appears asking you to confirm the changes.

7

Click OK. A dialog appears that confirms that Chancery SMS has made the changes.

8

Click OK. Chancery SMS assigns the geocode to the selected students.

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If Chancery SMS fails to assign the geocode to one or more of the selected students, it saves a list of the those students. You can view this list on the Quick Search page [>>].

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