Manage homerooms

1. If you are not on the Manage Homerooms page, then follow the steps in the blue title bar.
2. In the Add Homeroom field, then enter the homeroom name or number (max 90 characters).
3. To assign an optional supervisor, click Select. The Find Patron page appears.
4. Find the correct patron and click Select.
5. To add the new homeroom to the Current Homerooms list, click Save.

To change a homeroom's name or supervisor, click the edit icon. You can assign a patron to supervise multiple homerooms; you can assign only one supervisor to a homeroom.

To remove a supervisor, click the edit icon, and then click Clear.

To remove a homeroom, click the delete icon.
If there are patrons assigned to the homeroom, the confirmation message gives you the opportunity to reassign them to another: Select the replacement homeroom and click Yes.

To return to Site Administration, click Close.

Once you set up your homerooms here, you can assign patrons to them in any of the following ways in the Back Office:

• Individually editing patron records in Manage Patrons
• Scanning the barcodes after selecting Individual patron on the Update tab of Update Patrons
• Uploading a file of patron barcode numbers after selecting Barcode list or file on the Update tab of Update Patrons
• Updating the homeroom based on another patron-record field after selecting Global criteria on the Update tab of Update Patrons
• Uploading an XML file in Upload Changes in Update Patrons.

Once you have set up the homerooms and assigned students to them, you can generate the following reports, lists, and notices by homeroom.
Only homerooms having currently assigned patrons appear in the lists when you select or group by Homeroom.

• Current Checkouts/Fines reports and notices
  With a mail server and email addresses in the supervisors' records, you can email this report to the homeroom supervisors. Make sure that their email addresses appear in the Current Homerooms list.
• Barcode Labels
• Patron ID Cards
• Patron Names
• Patron statistics

In Circulation, you can check out by homeroom.

After selecting Global criteria on the Update tab of Update Patrons, you can update your patrons' Patron Type, graduation year, grade level, homeroom, card expiration date, teaching status (Textbook Manager only), Patron Status, any of the User Defined fields, or Access Level, based on their homeroom.

You can delete your patrons by homeroom on the Delete tab of Update Patrons.