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RollCall Documentation for Standard and HEDA Editions. Search or start with the Getting Started post.

Custom Settings: Enrollment Autoname

This setting controls the part of the Course Enrollment Flow delivered with RollCall that will automatically name (or rename) the Course Enrollment record.

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Admin Documentation, RollCall 4Jenn TaylorMarch 17, 2023Custom Settings
Custom Settings: Session Canceled Value

This setting controls the part of the Session Flow delivered with RollCall that will automatically update attendance records and set the Attendance Status when an individual Session is canceled or when the entire Course is canceled. This is to differentiate an absence due to the student’s action versus one beyond their control.

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Admin Documentation, RollCall 4Jenn TaylorMarch 17, 2023Custom Settings
Custom Settings: Session Canceled Update Attendance

This setting controls the part of the Session Flow delivered with RollCall that will automatically update all child Attendance records when a Session is set to indicate that it was not taught.

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Admin Documentation, RollCall 4Jenn TaylorMarch 17, 2023Custom Settings
Custom Settings: Attendance Session Canceled Value

This setting controls the part of the Course Enrollment Flow delivered with RollCall that will automatically update attendance records and set the Attendance Status when an individual Session is canceled or when the entire Course is canceled. This is to differentiate an absence due to the student’s action versus one beyond their control.

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Admin Documentation, RollCall 4Jenn TaylorMarch 17, 2023Custom Settings
Custom Settings: Drop Automation

This setting controls the part of the Course Enrollment Flow delivered with RollCall that will automatically create all child Attendance records when a Course Enrollment is set to Enrolled. This is a global setting so it will impact all courses - do not turn it off unless you have a very good reason for doing so.

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Admin Documentation, RollCall 4Jenn TaylorMarch 17, 2023Custom Settings
Custom Settings: Enrollment Dropped Value

This 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. 

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Admin Documentation, RollCall 4Jenn TaylorMarch 17, 2023Custom Settings
Custom Settings: Enrollment Create Attendance

This setting controls the part of the Course Enrollment Flow delivered with RollCall that will automatically create all child Attendance records when a Course Enrollment is set to Enrolled. This is a global setting so it will impact all courses - do not turn it off unless you have a very good reason for doing so.

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Admin Documentation, RollCall 4Jenn TaylorMarch 17, 2023Custom Settings
Custom Settings: Attendance Scheduled Value

This setting controls the part of the Course Enrollment Flow delivered with RollCall that will automatically create attendance records and set the Attendance Status when a student enrolls in a course. 

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Admin Documentation, RollCall 4Jenn TaylorMarch 17, 2023Custom Settings
Custom Settings: Attendance Dropped Value

This setting controls the part of the Course Enrollment Flow delivered with RollCall that will automatically update the Attendance Status when a student drops a course. It is also involved, by default, in whether an attendance record shows up on the Take Attendance screen.

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Admin Documentation, RollCall 4Jenn TaylorMarch 17, 2023Custom Settings
Custom Settings: Attendance Autoname

This setting controls the part of the Attendance Flow delivered with RollCall that will automatically name (or rename) the Attendance record.

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Admin Documentation, RollCall 4Jenn TaylorMarch 17, 2023Custom Settings
Custom Settings: Attendance Attended Value

This setting only controls the behavior of the campaign synchronization at this time, and only when the custom metadata setting “Link Course Campaign” is set to “Attendance.”

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Admin Documentation, RollCall 4Jenn TaylorMarch 17, 2023Custom Settings
Custom Settings: Enrollment Enrolled Value

This 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.

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Admin Documentation, RollCall 4Jenn TaylorMarch 17, 2023Custom Settings
Custom Settings: Link Course to Campaign

This setting controls whether or not a course is also linked to a Salesforce-native Campaign record. You would create this link to enable the Campaign Member list email, for easy sending of email to students or other Campaign-based management, typically around marketing and communications activities.

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Admin Documentation, RollCall 4Jenn TaylorMarch 17, 2023Custom Settings
Custom Settings: Attend Query - Where Condition Boolean

This setting allows you to control whether Attendance records are displayed or not on the Take Attendance screen. 

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Admin Documentation, RollCall 4Jenn TaylorMarch 17, 2023Custom Settings
Custom Settings: Attend Query - Order By Field

This setting allows you to change the order of the Take Attendance screen. It is rare that organizations need to adjust this, as most people expect their attendance roster in alphabetical order by last name.

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Admin Documentation, RollCall 4Jenn TaylorMarch 17, 2023Custom Settings
Custom Settings Overview

RollCall is extensively configurable and much of its functionality is controlled by custom settings stored in Salesforce’s Custom Metadata. This documentation applies to RollCall 1.44 and above. It details each custom metadata setting, what its options are, and when to use it. 

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RollCall 4, Admin Documentation, RollCall Standard EditionJenn TaylorMarch 17, 2023
Clone a Course and Bulk Enroll

Because it’s built on Salesforce, RollCall is extremely flexible and customizable. You can add or adjust almost any part of the system to make it suit your needs.

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RollCall 4, RollCall Standard Edition, Admin DocumentationJenn TaylorApril 26, 2020standard edition
RollCall Terminology - HEDA Edition

RollCall creates several custom tabs that each store different kinds of information about your courses and students.  A few quick definitions will make understanding the entire app easier.

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RollCall HEDA Edition, RollCall 4Jenn TaylorNovember 2, 2017terminology, HEDA edition
RollCall Terminology - Standard Edition

RollCall creates several custom tabs that each store different kinds of information about your courses and students.  A few quick definitions will make understanding the entire app easier.

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RollCall Standard Edition, RollCall 3, RollCall 4Jenn TaylorNovember 2, 2017terminology, standard edition
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