Processing Mass Add Attendance by Field Trip

The Attendance Entry by Class/Activity/Range feature allows administrative staff to create the same attendance record for multiple students at once. You could use this process to update attendance records for a group of students who attended a field trip by choosing the Selection Method of "By Field Trip for Grade Levels Selected". Additionally, you can limit students included in this update based on their grade level or by excluding individual students. For example, if you are updating attendance records for students in grades 4 and 5 who attended a field trip to the natural museum of history and one or more students were absent due to illness, you can complete this process and exclude those students from having their attendance record changed.

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

Before you begin

Audio Transcript

As an administrative staff, you can go to the Menu, Attendance module, and select the Attendance Entry by Class/Activity/Range feature where you can enter in the same attendance record for multiple students at once. This can be useful when you have multiple students going on the same field trip, so you don’t have to individually enter the same attendance multiple times. With the feature open, we can click on Attendance Entry by Class/Activity/Range. We can use the Selection Method field to choose how we are selecting our students. Since this is for a school field trip, we’ll have to choose the By Field Trip for Grade Levels Selected option. All the other options do not apply for this example but can be used if we were creating attendance entries by grade levels only, by class, activity, method of instruction, or range. The Field Trip field displays based on the Selection Method. This field allows us to choose what field trip these attendance entries are being made for. For this example, our choir students are going on a concert field trip, so let’s choose that from the drop-down list. We can use the Attended Field Trip field as a filter so we can pull students who have the Attended Field Trip field marked for this field trip. Since we want to pull all students, we’ll leave Display All selected. The Permission Slip Returned field also acts as a filter so we can filter for students who have the Permission Slip Date Returned field filled out for this trip. We can leave Display All for this field as well. Next, we’ll verify the Grade Levels field. This field defaults based on the school’s Grade Level Low and high values but can be updated if necessary. Under the Attendance Details heading, we can verify the Start Date and End Date fields. These dates default based on when the selected field trip is scheduled to take place but can be modified if needed. Because this field trip will be an all-day trip, we can check the box for All Day. This indicates that the students going on this trip will be gone from their classes for the entire day. With this checked, the Start Period and End Period fields become unavailable and can be skipped. If we had not checked the All Day box and this field trip was only scheduled to take place for a few hours, we could select which specific periods our students would be gone for. We can now choose the attendance type that will be assigned to our students’ attendance. All the attendance types we have in our system display, but because this is a school-related field trip, we’ll select School Function for our example. Similarly, the Attendance Reason can be selected to help us identify the reason for this attendance. All the attendance reasons set up in our system display and we’ll choose Field Trip. We can enter a comment to provide further information about this attendance record if we’d like. The box for Guardian Notified can be checked to indicate that parents and guardians have been made aware of this trip and their students’ absence. We can choose to check the box for Overwrite Existing Attendance if we want attendance records to be changed. For example, if some students already have attendance marked for a different reason, such as a class activity or early dismissal, we can check this box to overwrite those records and mark that all of the students are attending this field trip. When left unchecked, any existing attendance records for the selected dates will not be modified. ​For example, if a student is already marked absent due to an illness, we would leave this box unchecked to keep that student’s record in place instead of changing it to a field trip absence. Let’s leave this unchecked for our example. Let’s click Next. All the students that fit our selections from the previous screen display. We could uncheck any of the students if they will not be attending the field trip and will not be needing this attendance record added. We’ll leave them all selected and click Next. Here, we see a review screen of the same students along with additional information regarding parent notification and attendance-related information. Let’s run the process. The total successful records that were created or updated display, and we can click Done to complete the process. Processing field trip-related attendance records en masse can help speed up attendance entries in your system and ensure you know where your students will be going.

As an administrative staff, you can go to the Menu, Attendance module, and select the Attendance Entry by Class/Activity/Range feature where you can enter in the same attendance record for multiple students at once. This can be useful when you have multiple students going on the same field trip, so you don’t have to individually enter the same attendance multiple times. With the feature open, we can click on Attendance Entry by Class/Activity/Range. We can use the Selection Method field to choose how we are selecting our students. Since this is for a school field trip, we’ll have to choose the By Field Trip for Grade Levels Selected option. All the other options do not apply for this example but can be used if we were creating attendance entries by grade levels only, by class, activity, method of instruction, or range. The Field Trip field displays based on the Selection Method. This field allows us to choose what field trip these attendance entries are being made for. For this example, our choir students are going on a concert field trip, so let’s choose that from the drop-down list. We can use the Attended Field Trip field as a filter so we can pull students who have the Attended Field Trip field marked for this field trip. Since we want to pull all students, we’ll leave Display All selected. The Permission Slip Returned field also acts as a filter so we can filter for students who have the Permission Slip Date Returned field filled out for this trip. We can leave Display All for this field as well. Next, we’ll verify the Grade Levels field. This field defaults based on the school’s Grade Level Low and high values but can be updated if necessary. Under the Attendance Details heading, we can verify the Start Date and End Date fields. These dates default based on when the selected field trip is scheduled to take place but can be modified if needed. Because this field trip will be an all-day trip, we can check the box for All Day. This indicates that the students going on this trip will be gone from their classes for the entire day. With this checked, the Start Period and End Period fields become unavailable and can be skipped. If we had not checked the All Day box and this field trip was only scheduled to take place for a few hours, we could select which specific periods our students would be gone for. We can now choose the attendance type that will be assigned to our students’ attendance. All the attendance types we have in our system display, but because this is a school-related field trip, we’ll select School Function for our example. Similarly, the Attendance Reason can be selected to help us identify the reason for this attendance. All the attendance reasons set up in our system display and we’ll choose Field Trip. We can enter a comment to provide further information about this attendance record if we’d like. The box for Guardian Notified can be checked to indicate that parents and guardians have been made aware of this trip and their students’ absence. We can choose to check the box for Overwrite Existing Attendance if we want attendance records to be changed. For example, if some students already have attendance marked for a different reason, such as a class activity or early dismissal, we can check this box to overwrite those records and mark that all of the students are attending this field trip. When left unchecked, any existing attendance records for the selected dates will not be modified. ​For example, if a student is already marked absent due to an illness, we would leave this box unchecked to keep that student’s record in place instead of changing it to a field trip absence. Let’s leave this unchecked for our example. Let’s click Next. All the students that fit our selections from the previous screen display. We could uncheck any of the students if they will not be attending the field trip and will not be needing this attendance record added. We’ll leave them all selected and click Next. Here, we see a review screen of the same students along with additional information regarding parent notification and attendance-related information. Let’s run the process. The total successful records that were created or updated display, and we can click Done to complete the process. Processing field trip-related attendance records en masse can help speed up attendance entries in your system and ensure you know where your students will be going.



  1. Select Menu > Administrative Access > Attendance.
  2. Select Attendance Entry by Class/Activity/Range under Features.
    Expected Result

    You see the Attendance Entry By Class/Activity/Range Run History List.

  3. Click Attendance Entry by Class/Activity/Range near the top right of the screen.
    Expected Result

    You see the Attendance Entry by Class / Activity / Range screen.

    The image below displays an example of an attendance record being added for a natural history museum field trip for fourth and fifth grade students.

  4. Complete the appropriate fields.
    Step Information

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

    1. Under the Students to Select heading, select the By Field Trip for Grade Levels Selected option from the Selection Method drop-down list.
      Expected Result

      The Include Cross Entity Course Scheduled Students field no longer displays and the Field Trip, Attended Field Trip, and Permission Slip Returned fields display.

    2. Enter a Field Trip.
      Step Information

      For example, you could select the Natural History Museum Field Trip.

    3. Choose the Attended Field Trip option from the drop-down list.
      Step Information

      You can click the Information icon to the right of the field for more information.

    4. Choose the Permission Slip Returned option from the drop-down list.
      Step Information

      You can click the Information icon to the right of the field for more information.

    5. Optional: Verify the Grade Levels or enter the correct grade levels.
      Step Information

      This field defaults based on the Grade Level codes that are set up for the school you are working in, but can be modified if necessary. For example, if the school is only configured for grades 07, 08, and 09, then only grade levels 7, 8, and 9 will display.

      The only students who display on the subsequent screens are those in the grade levels you select.

    6. Under the Attendance Details heading, verify the Start Date or enter the correct date.
      Step Information

      This field indicates the start of the field trip for the attendance record you are creating. This defaults to the current date, but can be modified as needed.

    7. Verify the End Date or enter the correct date.
      Step Information

      This field indicates the end of the field trip for the attendance record you are creating. This defaults to the current date, but can be modified as needed. If the field trip will last more than one day, you can set the end date for one or more days out if the absence record should span multiple days.

    8. Optional: Verify the box for All Day is checked or unchecked.
      Step Information

      When checked, the Start Period and End Period fields are disabled. Skip to sub-step k.

      If you did not check the box, continue to the next sub-step.

    9. Enter the Start Period
      Step Information

      This indicates the period when the attendance record should start.

    10. Enter the End Period.
      Step Information

      This indicates the period when the attendance record should end.

    11. Enter the Attendance Type.
      Step Information

      For example, you could enter School Function.

    12. Optional: Enter the Attendance Reason.
      Step Information

      For example, you could enter Field Trip.

    13. Optional: Enter a Comment for the attendance record if you wish to track additional information about the attendance record.
      Step Information

      For example, you could enter, "Natural History Museum Field Trip."

    14. Optional: Verify the box for Guardian Notified is checked or unchecked.
      Step Information

      For example, since typically a guardian would have to return a permission slip for a field trip, you would check this box. This field can be used as a filter on reports to only print records where the Guardian Notified box was not checked, so that office personnel can generate a list of guardians to call to confirm student absences.

    15. Optional: Verify the box for Overwrite Existing Attendance is checked or unchecked.
      Step Information

      When checked, any attendance records for the selected students and dates are changed. For example, if some students already have attendance marked for a different reason, such as a class activity or early dismissal, you can check this box to overwrite those records and mark the students whose records are being modified as absent from the field trip.

      When unchecked, any existing attendance records for the selected dates are not modified. For example, if a student is already marked absent due to illness, you could leave this box unchecked to keep that student's record in place instead of changing it to a field trip absence.

    16. Click Next near the top left of the screen.
      Expected Result

      You see a list of students who fit the selection criteria from the previous screen.

      The image below displays an example of students selected for attendance to be added for.

    17. Uncheck the box to the left of each student you do not wish to add attendance for.
      Step Information

      All boxes default to checked, but can be unchecked if necessary.

      For example, you can uncheck the box for a student who will no longer be attending the field trip due to an illness. You can check the box at the top of the Select column to uncheck all students. You can then select individual students to include by checking the box to the left of their name.

    18. Click Next near the top left of the screen.
      Expected Result

      You see the student records to be created or updated, which includes details about any previous attendance records as well as the new details. This allows you to determine whether to overwrite the attendance records that currently exist for the students.

      The image below displays an example of the student attendance records to be added.

    19. Uncheck the box to the left of each student you do not wish to create or update attendance records for.
      Step Information

      All boxes default to checked, but can be unchecked if necessary.

  5. Click Run Process near the top left of the screen.
    Step Information

    The system creates a run history record each time you process the Attendance Entry by Class/Activity/Range feature. If one or more errors exist after processing the feature, you can run the undo mass add attendance run process to revert all attendance records that were originally created with this process.

  6. Click Done near the top left of the screen.
    Expected Result

    You return to the screen you were previously on.

Result(s)

You have successfully recorded attendance for multiple students by field trip.