Touchpoint Software Documentation | Promotion Management Using Same Class

Promotion Management Using Same Class

Before proceeding with this process, be sure to read the help article relating to Promotion Management. It explains the three methods you have as options. This article contains instructions for using the Same Class method, which will allow you to easily move an entire class into the same pending class.

The ministry over those classes can perform these steps. The roles required are Access and Edit.

After you have verified that Promotion Setup and Promotion Prep have been completed, you are ready to move the students into their Pending Classes.

Video Demonstration

Here is a short video demonstration using this method when managing Promotion.

To keep entire classes together, go to the Manage Promotions page by selecting Organizations > Manage Promotion.

Step 1

Select the following:

  • Promotion type / group This drop down menu is populated using the Description from Promotion Setup. Example: 1st grade to 2nd grade.
  • Schedule If you have classes at only one hour you do not have to select this. The schedule will be displayed along with the name and leader of the org.
  • Unassigned Only If you want to filter out any students that you have already assigned to a Pending Class check this box.
  • Exclude Teachers  If you are promoting the teachers with the class do not check this. Check it if the teachers are promoting with the class. If you do not exclude teachers you can select some teachers and not others.
Step 2

Click the Current Class column header in order to sort by the current organization.

After you sort by the Current Class, select the Target Class. This is the class into which you want to promote the students, also called Pending Class.

Step 3

Select all the students in the class you want to move by clicking the box beside each name.

Tip

Click the first person in the list, hold down the shift key, click beside the last person you want to select, and all students in between will be selected. The last person would be the last person that is in that same class.

Now click the blue Assign to Class button and wait for the page to refresh. You can uncheck Unassigned Only to view the assignments. If you have moved the teachers, the pending class name will retain the name of that teacher.

After you have verified the assignments, select Unassigned Only again and continue as above starting with Step 2 until all students within that division/hour have been assigned.

Important

Remember to change the Target class before you assign more students.

Step 4

Either -

Select a different Schedule - if you have classes within that same Promotion Type but a different Schedule - and proceed again with Step 2.

Or -

If you are finished with that Promotion Type, start back with Step 1, selecting a different Promotion Type.

Pending Classes

The assignment is actually putting the students on the Pending tab of the new organization. When viewing that tab, you can use the toolbar to send emails, print labels, etc. without including the current members of the class.

When you finish this process of assigning students to pending classes, refer to the Annual Promotion article for your next steps.

See also

Annual Promotion

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