RollCall is a course management system for Salesforce. It is designed for use as a stand-alone Salesforce app that provides course, session, enrollment, and attendance tracking; or as an extension for education institutions using HEDA.
Read MoreRollCall is designed to work exactly as you see in the videos immediately upon install. But you can configure it pretty extensively. This article is your “getting started” guide to all things a systems administrator with access to Salesforce Setup might want to do with RollCall.
Read MoreRead about the upgrades and enhancements delivered as part of the Spring 23 release of RollCall Standard Edition.
Please note that if you use the EDA version, your updates are coming soon but aren’t quite ready yet.
The session schedule is driven by the Class Start Date and Time and Class End Date and Time fields on the Session record. These are the fields that control the calendar display.
Read MoreChanging the schedule for a course is as easy as editing the record. You may want to:
Change the time a course meets
Change the day/s on which a course meets
Keep the same enrollees, but extend the course into the future
Sometimes a class session is canceled outright (not rescheduled). Follow these instructions to cancel one (or multiple) sessions.
Read MoreSometimes a course that was planned does not ever get taught. It’s easy to cancel the class outright and remove it from the calendar without losing reportable data like how many students were originally enrolled.
Read MoreThere are no wrong paths to get to the most important part of RollCall - taking attendance for a session. You can start from any place listed below to be taken to the attendance screen
Read MoreThe process of enrolling a student guides you through searching contacts, creating a new contact, and finally enrolling the student into the selected course.
Read MoreThe process of enrolling a student guides you through searching contacts, creating a new contact, and finally enrolling the student into the selected course.
Read MorePrepare for your upcoming session or term by creating your courses. Learn how to create a new course and set up the schedule to display the course on the calendar.
Read MoreRollCall provides automatic scheduling of courses based on the schedule you set up during course creation or edit. This post details step-by-step instructions on creating holiday skip dates in RollCall individually and in bulk.
Read MoreThis setting controls the part of the Course Flow delivered with RollCall that will automatically update Session records and set the Status when an entire Course is canceled. This is to allow differentiation of a session individually unable to be taught (e.g. for a snow day) from one that could not be taught because the entire course was canceled.
Read MoreThis setting controls the part of the Course Flow delivered with RollCall that will automatically update child Course Enrollment, Session, and Attendance records when the course gets canceled.
Read MoreThis setting controls the part of the Course Enrollment Flow delivered with RollCall and is used to set the value to indicate a student is expected to attend all sessions of a course.
Read MoreThis setting controls the visual styling of the internal calendars - on the RollCall Calendar tab, on the Course record, and on the home page.
Read MoreThis setting controls the part of the Attendance Flow delivered with RollCall that will automatically name (or rename) the Attendance record.
Read MoreThis setting simply ensures that any rollups or automations created to include the word “Waitlist” are able to reflect your local terminology.
Read MoreThis setting controls the part of the Course Flow delivered with RollCall that will automatically update Course Enrollment records and set the Enrollment Status when an entire Course is canceled. This is to differentiate a drop due to the student’s action versus one beyond their control.
Read MoreThis setting controls the Course Enrollment Delete Attendance Flow delivered with RollCall that will automatically delete all child Attendance records when the parent Course Enrollment is deleted. This is necessary in RollCall Standard because the Attendance records are a simple lookup (not master/detail) to Course Enrollment and will not otherwise automatically delete.
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