Once you've added information about your students and guidance staff, you can easily bulk assign students to counselors via a round robin to make the distribution process easy. The bulk assignment easily allows distribution of students by year, alphabetically, or random. This is a quick setup to get counselors assigned quickly and easily.
If there is a specific way that counselors are assigned in your school, that also can be achieved quickly and easily in different steps. By following this step-by-step guide this process enables guidance staff to more easily track and communicate with students for whom they are responsible.
Round Robin or Bulk Assignment:
1. Click on your name and select "School Account and Settings"
2. Click on "Assign Counselors"
3. Distribute. Select Class Year from dropdown menu and assign counselors to students as you deem appropriate. The default option is to distribute students equally in alphabetical order among counselors, but you can adjust number of students per counselor and/or choose random distribution. The students will not show on the bulk assign screen. In order to assign specific students to specific counselors, got to step 4.
Individually Assign Counselors, or by Specific Student Groups:
If the assignment of students to counselors needs to be more refined and not in alpha or a round robin assignment, this is easily achieved. Navigate to the 'Students' tab in SCOIR. If students need to be filtered by class year, use the filter tool and filter students as needed.
Click the student tiles you which to select, which will highlight their left border in blue.
From the "Actions" drop down, select Assign Counselor.
If students are split into different groups, create a student group which will hold all of the students which should be assigned to a specific counselor.
For help with this, see: https://scoir.zendesk.com/hc/articles/230039447-Create-and-Manage-Student-Groups
Navigate to the 'Groups' tab under 'Students.'
From this page, you can select a group, which will bring you to a filtered explore page with a list of the students in that group.
To assign a counselor to this group, click 'Select All,' then in the 'Actions' dropdown menu, click 'Assign Counselor.'