Showing posts with label Clerk. Show all posts
Showing posts with label Clerk. Show all posts

Friday, April 17, 2015

Get Daily "Teacher Out, Sub In" Email Report

Now you can get delivered to your email box a daily report showing the teachers out for the day and the name of the substitute teacher. For example:


Each day, see who's out, what for, what time of day, the type of leave, who's filling in, and maybe even a special note from that cute sub clerk.

If the no additional charge, daily Substitutes Report email option added to your PDP Toolbox account tickles your fancy, just ask!

Thanks Julie U. for asking!

Jay @ Greenbush.

Tuesday, April 8, 2014

Clerk, Cancel Requests or Change Time of Day

Do you have the Clerk section in your PDP Toolbox account? This might help. When an approved Leave Request has been not been used, or the time of day used has changed, whoever has access to the Clerk role in the PDP Toolbox can now mark the request "canceled", or change the time of day.

CANCEL REQUEST
To cancel a request, in the Clerk section of your PDP Toolbox account, open the particular leave request and in the "Request Leave:" box (first one) look for the "Status:" item. If the request has been approved you ought to find a select list with the options "approved" and "canceled." Select "canceled" then scroll down to the bottom of the page and click the "Update" button. On the way there, you can leave a comment in the comment box to make a note of the reason for the cancelation.

What does this do? Canceling a request removes the request from your Clerk list. To find it again click the "Search by Date or Name" link near the top of your clerk section and find it there. The request remains in the Learning Coordinator history list, and the teacher's leave history...just marked 'canceled'.

CHANGE TIME OF DAY
To change the time of day, open the particular leave request and in the "Request Leave:" box (first one) look for the "Activity Date:" item. Again, if the request is approved you ought to find a select list after the activity date. Same thing, hit "Update".

There's also a time of day select list in the "Substitute Information:" box.

Thanks, Jami A., for taking the time to call about getting rid of the vagrant requests cluttering your Clerk list!

Jay @ Greenbush

Sunday, September 8, 2013

Clerk, Limit Leave Requests to Current School Year

Is your clerk page stuffed up? Well, this new option ought to cure that ill. 


On the Clerk's site, on the Leave Requests page, there's a new little checkbox. If you look in the box that holds the label "Leave Requests" and after "Show:" you ought to find a checkbox labeled "Current Yr." Check that and click "Update" to limit your clerk page to activities occurring only during the current fiscal school year.

Thanks Sheila M. and Stacy B. for taking the time to let your requests be known. Clerks rock!

Jay @ Greenbush.