The Excursions module is intended to cover any extra-curricular activities for which a permission slip may be required and a cost may be attached. Excursions, camps, and even some incursion activities may be best managed from within this file.
Before you can enrol students into an Excursion, you need to set up the activity in the Excursion Codes file. See How to Set up Excursions for guidance.
How to Enrol Students for an Excursion
An individual student's excursion participation appears in the Excursions tab in the Students file.
You can enrol them in a new excursion by selecting the green + button.
Excursion Name - Select the excursion from the drop-down.
If you have not set up the excursion, or it needs editing, the Pencil icon takes you to the Excursion Codes file.
Excursion Date - will be brought in automatically from the information in the Excursion Codes file.
Record Status - will be "Current" until the Excursion Date has passed.
Cost - will be brought in automatically from the information in the Excursion Codes file.
Notes - There are three separate fields for different types of notes. There are reports set up to display the content of these fields. You can also search later by these fields.
Attach File - You can attach a file (for example a completed permission slip, etc.) to the Excursion form view and save it with the record.
Travel - You can use this to record which students are coming on a bus, and print a bus list.
Room Number - if the excursion includes accommodation, you can record room numbers here and print a list.
How to Enrol Multiple Students for an Excursion
You can enrol a whole list of students for an excursion at the same time. First go to Students and perform a Find to bring up the list of students you want to enrol. Then use the blue More... button to Send FOUND SET to...
Select Excursions from the list, and choose the excursion you want to enrol them for.