Table of Contents

Assigning counselors to students

Bulk Assignment

Once you've added information about your students and guidance staff, you can easily bulk assign students to counselors in Scoir by:



This 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 they are responsible for.

You must have the Account Administrator role to access the Counselor Assignment tool.

Class year and alpha order

  1. Click on the welcome dropdown menu, select Users and click on Assign Counselors

 

  1.  Select the correct distribution for your students. A small description is included for each section.

 

In the example below, three counselors have been added to class year 2021. Scoir will automatically distribute the student count ensuring each counselor has the same number of students. Scoir will automatically adjust the alpha order to accommodate an equal distribution of students.

Counselors should be added in the order of the alphabet they are responsible for. 

If counselors would like to edit the alpha listing for students once all the counselors have been added to the distribution list, they are able to edit the blue links.

 

 Original Distribution show below:

You can adjust distribution by clicking on the letters in blue.

 

Once the distribution is shown as needed for your high school, make sure you check the box Re-assign to existing students for this distribution to apply to your existing students in Scoir and Save.  This will reassign counselors to all of the selected students in Scoir to match your criteria set in the assignment box.

Redistribute will return the results to the original bulk assignments of even distribution among listed counselors. 

Filtering from the student roster

If the assignment of students to counselors needs to be more refined and not in alpha or class year assignment, this is easily achieved.

  1. Go to the student roster and apply click on the filters icon.
  2. Use the Counselor Assignment filter to show students who do not have an assigned counselor. If you need to narrow down your list even more, use any of the other available filters.
  1. Click Apply Filters to display the filtered list of students.
  2. Select the students you'd like to assign a counselor to and click the Assign Counselor button above the table.
  1. Type in the counselor's name and select them from the dropdown.
  2. Click Confirm.

 


Specific student labels

To bulk assign counselors to students with a specific Label:

  1. Go to the student roster and click the Filters icon.
  2. Scroll down to the Labels filter and choose the relevant label associated with the students you wish to assign counselors to.
  1. Click Apply Filters to display all students associated with that Label.
  2. Select the students you'd like to assign a counselor to and click the Assign Counselor button above the table.
  1. Type in the counselor's name and select them from the dropdown.
  2. Click Confirm.

You students will now be assigned to a counselor.

Individual Assignment

There may be times when you want to assign a specific student to a specific counselor or change a counselor assignment. There are two ways to do this.  The first is to go directly to the students' profile screen, next to the student's name at the top, click the Edit icon in the student information tile.

Screen_Shot_2019-08-01_at_10.50.15_AM.png

 

Then type in the name of the counselor you want to assign to that student in the Assigned Counselor field, and click Save.

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counselor, users, students, parents, explore

The second way is to navigate to the student roster page.

Go to the roster and select the student tile by checking off the box on the left hand side of the student list. You may select any students on one page at a time, or select them all. From there, use the actions toolbar and select the Assign Counselor button.

Type the name of the counselor in the box. Then click Confirm.

Screen_Shot_2018-05-01_at_7.42.08_AM.png

The counselor is now re-assigned!

Assigning Counselors via CSV Import

Assign counselors to students by importing a CSV file with student and counselor details. For step-by-step instructions, see this guide: Bulk add/update students

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