Configuring Discipline Records Based Upon Attendance Letters

Configuring discipline records based on attendance letters enables administrators who manage attendance information to determine whether a discipline record should be created when a student meets the threshold already determined in the attendance threshold record.

When setting up the discipline details within a threshold, you can determine the Offense a student should receive after reaching the attendance threshold, and the Action that should be taken for the offense. Setting up the system to automatically generate a discipline record and action detail is an optional but efficient way to keep track of attendance related offenses and actions. Then, when a student reaches the attendance threshold, the system can automatically create an Incident record for the student based on the discipline details you configured on the threshold.

Scroll past the video to access the step-by-step instructions.

Before you begin

Audio Transcript

Configuring records based on attendance letters allows you to determine whether a discipline record should be created when a student meets the threshold determined in the attendance threshold record. Let’s begin by navigating to the Entity Group Year Configuration setting within the Attendance module. Within the Attendance Thresholds tab, we’ll open the attendance threshold we want to configure discipline records for. Let’s scroll down to view the current thresholds attached to this attendance threshold. We’ll open the desired threshold now. We see the threshold details and can scroll down. Under the Discipline Details heading, we’ll check the box for Create Discipline Record. We’ll scroll down again to view more fields. Within the Offense field, we need to select the offense that the student committed. Next, let’s enter an incident description to further define the incident. If a student uses the Tardy Kiosk and a tardy slip is created, and they also hit a threshold that creates a discipline record, the message we enter in the Discipline Slip Comment field will print as the first line within the discipline slip below the tardy slip. Let’s enter a comment now. Let’s check the Generate Action box and then scroll down. In the Action field, we’ll specify the action the student needs to serve. For this example, we’ll choose detention. We’ll select the individual or staff member for the Staff Authorized By field now. Let’s also specify the total hours students must serve their detention within the Duration to Serve field. Within the Incident Action Detail Comment field, we can enter a comment to specify the details of the action and how the student should serve. The Generate Action Detail box can be checked so we can assign specific detention days. We’ll scroll down to see more fields. Let’s indicate the total hours students must serve per day within the Duration to Serve per Day field. Students must serve their detention after school, so let’s enter 4:00 p.m. for the Serving Time field. Students can serve their detention during any day of the week, so let’s check the boxes for Monday through Friday. Students also have the option to serve their detention today, so let’s check the Allow Discipline on Current Day box. We’ll specify the location students must serve. They can only serve their detention within the 401 entity, so let’s indicate that in the Serving Building field. Let’s indicate the specific room detention will be held in. Once we’ve completed all our configurations, we can click Save Changes. Now that you know how to configure discipline records based upon attendance letters, you can ensure that when students meet specific attendance thresholds, discipline records will be created.

Configuring records based on attendance letters allows you to determine whether a discipline record should be created when a student meets the threshold determined in the attendance threshold record. Let’s begin by navigating to the Entity Group Year Configuration setting within the Attendance module. Within the Attendance Thresholds tab, we’ll open the attendance threshold we want to configure discipline records for. Let’s scroll down to view the current thresholds attached to this attendance threshold. We’ll open the desired threshold now. We see the threshold details and can scroll down. Under the Discipline Details heading, we’ll check the box for Create Discipline Record. We’ll scroll down again to view more fields. Within the Offense field, we need to select the offense that the student committed. Next, let’s enter an incident description to further define the incident. If a student uses the Tardy Kiosk and a tardy slip is created, and they also hit a threshold that creates a discipline record, the message we enter in the Discipline Slip Comment field will print as the first line within the discipline slip below the tardy slip. Let’s enter a comment now. Let’s check the Generate Action box and then scroll down. In the Action field, we’ll specify the action the student needs to serve. For this example, we’ll choose detention. We’ll select the individual or staff member for the Staff Authorized By field now. Let’s also specify the total hours students must serve their detention within the Duration to Serve field. Within the Incident Action Detail Comment field, we can enter a comment to specify the details of the action and how the student should serve. The Generate Action Detail box can be checked so we can assign specific detention days. We’ll scroll down to see more fields. Let’s indicate the total hours students must serve per day within the Duration to Serve per Day field. Students must serve their detention after school, so let’s enter 4:00 p.m. for the Serving Time field. Students can serve their detention during any day of the week, so let’s check the boxes for Monday through Friday. Students also have the option to serve their detention today, so let’s check the Allow Discipline on Current Day box. We’ll specify the location students must serve. They can only serve their detention within the 401 entity, so let’s indicate that in the Serving Building field. Let’s indicate the specific room detention will be held in. Once we’ve completed all our configurations, we can click Save Changes. Now that you know how to configure discipline records based upon attendance letters, you can ensure that when students meet specific attendance thresholds, discipline records will be created.


  1. Select Menu > Administrative Access > Attendance.
  2. Select Entity Group Year Configuration under Settings.
    Expected Result

    You see the General tab of the Entity Group Year Configuration Details screen.

  3. Select the Attendance Thresholds tab at the left of the screen.
    Expected Result

    You see existing attendance thresholds.

  4. Click the Open icon to the left of the attendance threshold you wish to configure discipline records for.
    Step Information

    You must open an attendance threshold that has a Type of "Attendance Letter" or "Both" for this process.

    Expected Result

    You see the General tab of the Attendance Threshold screen.

  5. Under the Thresholds heading, click the Open icon to the left of the threshold you wish to configure discipline records for.
    Expected Result

    You see the Threshold Details screen.

    You must complete required fields before you can save your work. Fields marked as Optional in the documentation are not required to complete.

  6. Under the Discipline Details heading, verify the box for Create Discipline Record is checked.
    Step Information

    You must check the box in order to configure discipline records based on attendance letters.

    The image below displays example information for creating an incident record with a lunch detention action for a student when they meet the threshold.

    Expected Result

    When checked, the Offense, Incident Description, Discipline Slip Comment, and Generate Action fields display.

  7. Enter the Offense or click the Down Arrow icon to choose from the drop-down list.
    Step Information

    For example, you could enter Excessive Absences.

  8. Enter the Incident Description.
    Step Information

    For example, you could enter "Student has acquired excessive unexcused absences."

  9. Optional: Enter the Discipline Slip Comment.
    Step Information

    This is a message for the student's guardian. For example, you could enter "Attendance is very important to your student's education; please make their attendance a priority."

  10. Optional: Verify the box for Generate Action is checked or unchecked.
    Step Information

    You would check the box if you wish for an action to be attached to the discipline record that is generated when the student reaches the threshold.

    Expected Result

    If you checked the box, the Action, Staff Authorized By, Duration to Serve, Incident Action Detail Comment, and Generate Action Detail fields display. Continue to the next step.

    If you did not check this box, skip to step 23.

  11. Enter the Action or click the Down Arrow icon to choose from the drop-down list.
    Step Information

    For example, you could enter Lunch Detention.

  12. Enter the individual for the Staff Authorized By field or click the Down Arrow icon to choose from the drop-down list.
    Step Information

    This identifies the staff member who authorized the action that will generate when the discipline records are created. For example, you could enter a discipline officer within your school.

  13. Verify the Duration to Serve or enter the correct amount.
    Step Information

    This field defaults based on the default duration set up on the Action code you selected but can be modified if necessary. This identifies the length of time the student must serve for the action.

  14. Optional: Enter the Incident Action Detail Comment.
    Step Information

    This field can be used to specify the details of the action and how it is served.

  15. Optional: Verify the box for Generate Action Detail is checked or unchecked.
    Step Information

    For example, you could leave this box unchecked if a discipline officer must review the action before a date is assigned for the action to be served. Alternatively, if a date detail should automatically be assigned to the action for students to serve, you would check this box .

    Expected Result

    When checked, the Duration to Serve per Day, Serving Time, Allow on, Allow Discipline on Current Day, Serving Location, Serving Building, and Serving Room fields display. Continue to the next step.

    If you did not check this box, skip to step 23.

  16. Enter the Duration to Serve per Day.
    Step Information

    This identifies the length of time the student must serve each day for the action.

  17. Enter the Serving Time or click the Clock icon to enter the current time.
    Step Information

    This indicates the time at which the student must serve their action. For example, if the student must serve an action of Lunch Detention at noon, you could enter 12:00 PM.

  18. Optional: Verify the box or boxes for each day the action can be served for are checked or unchecked in the Allow on field.
    Step Information

    For example, if the action can be served Monday through Wednesday, you would check the boxes for Monday, Tuesday, and Wednesday.

  19. Optional: Verify the box for Allow Discipline on Current Day is checked or unchecked.
    Step Information

    You would check this box if you wish for the action to be able to be assigned and served on the same day the student meets the threshold.

  20. Optional: Enter the Serving Location or click the Down Arrow icon to choose from the drop-down list.
    Step Information

    This indicates the location where the student must serve the action. For example, you could enter Classroom.

  21. Optional: Enter the Serving Building or click the Down Arrow icon to choose from the drop-down list.
    Step Information

    This indicates the building where the student must serve the action. For example, you could enter School Building.

  22. Optional: Enter the Serving Room or click the Down Arrow icon to choose from the drop-down list.
    Step Information

    This indicates the specific room where the student must serve the action. For example, you could enter Detention Room 112.

  23. Choose one of the options near the top left of the screen to save your work.
    OptionDescription
    Save & BackSaves your changes and you return to the Attendance Threshold screen.
    Save ChangesSaves your changes and you remain on the Threshold Details screen.