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Transcript of Coop2000 ® Version 7.0 The Critical Skills Group, Ltd. 1113 North Irving Wheaton, IL 60187 (630)...
Coop2000Coop2000®®
Version 7.0Version 7.0The Critical Skills Group, Ltd.
1113 North IrvingWheaton, IL 60187
(630) [email protected]
Copyright c 2002 by The Critical Skills Group, Ltd.All Rights Reserved
Operating ManualOperating Manual
Coop2000Coop2000®® will NOT work by itself! will NOT work by itself!
- - In order to make it work, you have In order to make it work, you have to USE IT!to USE IT!
-- In order to USE IT, you need to put In order to USE IT, you need to put in DATA.in DATA.
This operating manual has been created This operating manual has been created specifically for those using the SCANS specifically for those using the SCANS Foundation Skills and CompetenciesFoundation Skills and Competencies
The The INTENTINTENT of Coop2000 of Coop2000®® is simple: is simple:
To create To create MEANINGFULMEANINGFUL Work-Based Work-Based Learning agreements linked to essential Learning agreements linked to essential
skills and competencies, to create skills and competencies, to create authentic assessment documents, and to authentic assessment documents, and to
provide a tool to manage high quality provide a tool to manage high quality Work-Based Learning programs of any Work-Based Learning programs of any
size.size.
This operating manual is intended to show This operating manual is intended to show you you how to use Coop2000how to use Coop2000®®. It is NOT . It is NOT intended to teach how to use a computer or intended to teach how to use a computer or how to use Microsoft Office.how to use Microsoft Office.
The manual will describe in WORDS how The manual will describe in WORDS how to perform each important function of the to perform each important function of the program. Following that description will program. Following that description will be an animated demonstration.be an animated demonstration.
Click on the GREEN Click on the GREEN button in the lower left button in the lower left corner of the screen corner of the screen whenever you want to whenever you want to jump to the table of jump to the table of contents!contents!
Table of ContentsClick on What You Want to See.
1. The Coop2000 “Process”
2. Some “Basics”
3. The MAIN MENU
Add/Edit Students
Add/Edit Businesses
Evaluate Students
[ More on Next Page! ]
4. Data Entry
Setting “Dropdown” Values
How to GetHELP!!
Table of Contents, ContinuedClick on What You Want to See.
5. Position Descriptions
6. Reports
Create NEW Position Description FROM SCRATCH
Create NEW Position Description from a TEMPLATE
EDIT Position Descriptions
Student Reports
Administrative Reports
MS Word Mail Merge Reports
[ More on Next Page! ]
How to GetHELP!!
Table of Contents, ContinuedClick on What You Want to See.
How to GetHELP!!
7. Using “Library” and Internet
Using the “Library”
Using the Internet
8. Administrative “Actions”
9. Quitting
10. Simple “TIPS”
1. The 1. The Coop2000Coop2000®® “Process”“Process”
The Coop2000The Coop2000®® “Process” is very simple and direct: “Process” is very simple and direct:
1) The user inputs his/her student and business partner data.1) The user inputs his/her student and business partner data.2) The user “matches” a student with the appropriate school, 2) The user “matches” a student with the appropriate school, program, business partner and possible “position description.”program, business partner and possible “position description.”3) If the appropriate “position description” exists and is 3) If the appropriate “position description” exists and is acceptable to the business partner, then it may be used.acceptable to the business partner, then it may be used.4) If no appropriate “position description” exists, then the user 4) If no appropriate “position description” exists, then the user may create one from “scratch” or may create one from a may create one from “scratch” or may create one from a “template.” “template.” 5) After the user and business partner agree on a “position 5) After the user and business partner agree on a “position description,” the user matches the student with that description.description,” the user matches the student with that description.
The Coop2000The Coop2000®® “Process” “Process”
Typically, a user matches a student with a “position Typically, a user matches a student with a “position description” TEMPLATE that, on the surface, might be description” TEMPLATE that, on the surface, might be acceptable to a business partner. The business partner is asked acceptable to a business partner. The business partner is asked to “edit” the “position description” and to make whatever to “edit” the “position description” and to make whatever changes he/she thinks are appropriate.changes he/she thinks are appropriate.
The user then takes these editorial suggestions and “Creates a The user then takes these editorial suggestions and “Creates a New Position Description from a Template” . . . Using the New Position Description from a Template” . . . Using the template on which the editorial changes were made as the place template on which the editorial changes were made as the place to start.to start.
Once the editorial changes are made and a new “Position Code” Once the editorial changes are made and a new “Position Code” is assigned, the user can then match the student with that new is assigned, the user can then match the student with that new document.document.
The Coop2000The Coop2000®® “Process” . . . “Process” . . .
2. Some 2. Some “Basics”“Basics”
Coop2000Coop2000®® is a Microsoft is a Microsoft®® ACCESS application ACCESS application that is fully integrated with Microsoftthat is fully integrated with Microsoft®® OFFICE. Accordingly, all of the processes OFFICE. Accordingly, all of the processes regarding adding records, deleting records, regarding adding records, deleting records, finding records, etc. are the SAME as may be finding records, etc. are the SAME as may be found in the simple “HELP” menu.found in the simple “HELP” menu.
This brief section will show some of these This brief section will show some of these “Basics” as they apply to Coop2000“Basics” as they apply to Coop2000®®..
Some “Basics”Some “Basics”
In Coop2000In Coop2000®®, there is a MINIMUM amount of , there is a MINIMUM amount of data you need to enter in order to save a record.data you need to enter in order to save a record.
For Students, enter FIRST NAME, LAST For Students, enter FIRST NAME, LAST NAME and a UNIQUE ID NUMBER.NAME and a UNIQUE ID NUMBER.
For Businesses, enter BUSINESS NAME and a For Businesses, enter BUSINESS NAME and a UNIQUE ID NUMBER.UNIQUE ID NUMBER.
For Position Descriptions, enter the POSITION For Position Descriptions, enter the POSITION CODE and POSITION TITLE.CODE and POSITION TITLE.
Some “Basics” . . . .Some “Basics” . . . .
Some “Basics” . . . .Some “Basics” . . . .
These are your These are your Standard Standard Record Record
Controls.Controls.
Some “Basics” . . . .Some “Basics” . . . .
To “Add” a To “Add” a Record, click Record, click on “Add New on “Add New
Record”!Record”!
Some “Basics” . . . .Some “Basics” . . . .
Note that “Unassigned” Note that “Unassigned” is a default entry for is a default entry for program, business program, business
partner and position partner and position description.description.
Some “Basics” . . . .Some “Basics” . . . .
To “Delete” a To “Delete” a Record, click Record, click on “Delete on “Delete Record”!Record”!
Some “Basics” . . . .Some “Basics” . . . .
The little arrows are The little arrows are record “Navigators” record “Navigators”
. . First record, . . First record, previous record, previous record, next record, last next record, last
record.record.
Some “Basics” . . . .Some “Basics” . . . .
To “Find” a record, To “Find” a record, put the cursor in put the cursor in
the field you want the field you want to search and click to search and click on the binoculars.on the binoculars.
Some “Basics” . . . .Some “Basics” . . . .
Put the cursor in the Put the cursor in the LAST NAME and click LAST NAME and click on the Binoculars to on the Binoculars to find by LAST NAMEfind by LAST NAME
Some “Basics” . . . .Some “Basics” . . . .
Type in the LAST Type in the LAST NAME and the NAME and the
computer will find that computer will find that record for you!record for you!
Some “Basics” . . . .Some “Basics” . . . .
You can also click on You can also click on the pulldown and then the pulldown and then click on the name you click on the name you
want.want.
Some “Basics” . . . .Some “Basics” . . . .
Learn how to Learn how to FILTER FILTER
records. This records. This will be of will be of
GREAT HELP to GREAT HELP to you!you!
Setting Setting “Dropdown “Dropdown
Values”Values”
““Dropdown Values” are the lists you see when you want to Dropdown Values” are the lists you see when you want to enter data in a field and can pull down the “Dropdown enter data in a field and can pull down the “Dropdown List” and click on what you want. Coop2000List” and click on what you want. Coop2000®® gives you an gives you an easy way to set these values. All you need to do is the easy way to set these values. All you need to do is the following:following:
1. To the RIGHT of the field you will find a small 1. To the RIGHT of the field you will find a small SQUARE button with an ASTERISK [ * ] in it. Click on SQUARE button with an ASTERISK [ * ] in it. Click on the asterisk and a table will open. Add to the list (like the asterisk and a table will open. Add to the list (like putting in the name of your school). When you are putting in the name of your school). When you are finished, click on “Close This Table” on the menu bar. finished, click on “Close This Table” on the menu bar. Then click on the “Refresh Screen” button and your list Then click on the “Refresh Screen” button and your list will be current.will be current.
Some “Basics” . . . .Some “Basics” . . . .
If you want to If you want to add your add your
SCHOOL NAME SCHOOL NAME to the to the
dropdown list, dropdown list, click on the click on the little square little square
button as button as shown. shown.
A table will A table will open and you open and you
can add to can add to the list. the list.
Press “Close Press “Close This Table” This Table”
when you are when you are finished.finished.
Press the “Refresh Press the “Refresh Screen” ButtonScreen” Button
You will see your list of You will see your list of schools in the dropdownschools in the dropdown
3. The MAIN 3. The MAIN MENUMENU
The Main Menu is “Home Base.” From The Main Menu is “Home Base.” From the Main Menu you can click on SIX the Main Menu you can click on SIX things that will lead you to what you want things that will lead you to what you want to do. These SIX things are:to do. These SIX things are:
- The Manual (What you are currently viewing)- The Manual (What you are currently viewing)
- Go to DATA ENTRY (Where you enter data)- Go to DATA ENTRY (Where you enter data)
- Go to REPORTS (Where you can view/print reports)- Go to REPORTS (Where you can view/print reports)
- Go to ADMIN ACTIONS (Where you can open tables - Go to ADMIN ACTIONS (Where you can open tables and make various changes in the system)and make various changes in the system)- Go to CREATE/EDIT POSITION DESCRIPTIONS - Go to CREATE/EDIT POSITION DESCRIPTIONS (where you can create/make changes to training (where you can create/make changes to training agreements)agreements)
- QUIT (Where you Quit the program)- QUIT (Where you Quit the program)
4. Data Entry4. Data Entry
With Coop2000With Coop2000®®, you will need to enter , you will need to enter THREE different kinds of data. THREE different kinds of data.
1. STUDENT data -- basic information about your students and 1. STUDENT data -- basic information about your students and MATCH them up with the appropriate program, business MATCH them up with the appropriate program, business partner, and “job description.”partner, and “job description.”2. BUSINESS data -- basic information about your business 2. BUSINESS data -- basic information about your business partners.partners.3. EVALUATION data. Your students’ “grades” or performance 3. EVALUATION data. Your students’ “grades” or performance scores for specific competencies and general competencies.scores for specific competencies and general competencies.
1. Add/Edit Students1. Add/Edit Students
In the “Add/Edit Students” screen area, the MINIMUM In the “Add/Edit Students” screen area, the MINIMUM data you need to enter includes the student first name, data you need to enter includes the student first name, last name, and ID number.last name, and ID number.
You SHOULD “Match” the student with your SCHOOL, the You SHOULD “Match” the student with your SCHOOL, the appropriate PROGRAM (Internship, Work Experience, appropriate PROGRAM (Internship, Work Experience, Apprenticeship), the appropriate BUSINESS PARTNER, and the Apprenticeship), the appropriate BUSINESS PARTNER, and the appropriate POSITION DESCRIPTION.appropriate POSITION DESCRIPTION.
Note that whenever you add a new record, the computer sets the Note that whenever you add a new record, the computer sets the default values of “Unassigned” to the student program, business default values of “Unassigned” to the student program, business partner, and position description.partner, and position description.
Add/Edit Students . . .Add/Edit Students . . .
Scrolling down Scrolling down gives you more gives you more fields for data fields for data entry.entry.
Add/Edit Students . . .Add/Edit Students . . .
REQUIRED DATAREQUIRED DATA
Fields in Fields in YELLOWYELLOW are are REQUIRED DATA REQUIRED DATA ENTRIES!ENTRIES!
2. Add/Edit Businesses2. Add/Edit Businesses
In the “Add/Edit Businesses” screen area, the In the “Add/Edit Businesses” screen area, the MINIMUM data you need to enter includes the name of MINIMUM data you need to enter includes the name of the business (make it is unique as possible [see “Tips”] ) the business (make it is unique as possible [see “Tips”] ) and the business ID number. You should choose “Yes” and the business ID number. You should choose “Yes” to indicate that that business is a “Partner.”to indicate that that business is a “Partner.”
The more data you enter about your business partners, The more data you enter about your business partners, the more useful the Coop2000the more useful the Coop2000®® will be for you. will be for you.
You will need to enter this business partner data ONLY You will need to enter this business partner data ONLY ONCE!! But you will need to enter it at least one time.ONCE!! But you will need to enter it at least one time.
Add/Edit Businesses . . .Add/Edit Businesses . . .
Sometimes you will have DIFFERENT Sometimes you will have DIFFERENT Businesses with the SAME name . . . Such as Businesses with the SAME name . . . Such as “McDonalds.”“McDonalds.”
In cases like these, MAKE THE BUSINESS In cases like these, MAKE THE BUSINESS NAME UNIQUE . . .ie, “McDonalds - East” or NAME UNIQUE . . .ie, “McDonalds - East” or “McDonalds - West.” “McDonalds - West.”
This will keep the computer from getting This will keep the computer from getting confused!confused!
Add/Edit Businesses . . .Add/Edit Businesses . . .
Scrolling down Scrolling down gives you more gives you more fields for data fields for data entry.entry.
Add/Edit Businesses . . .Add/Edit Businesses . . .
REQUIRED DATAREQUIRED DATA
Fields in Fields in YELLOWYELLOW are are REQUIRED DATA REQUIRED DATA ENTRIES!ENTRIES!
3. Evaluate Students3. Evaluate Students
In the “Evaluate Students” area, you enter the student In the “Evaluate Students” area, you enter the student performance evaluation grades/scores for their performance evaluation grades/scores for their performance in job tasks and general competencies.performance in job tasks and general competencies.
The reports showing these grades/scores are in the The reports showing these grades/scores are in the “Student Reports” realm of this program.“Student Reports” realm of this program.
Evaluate Students . . .Evaluate Students . . .
Evaluate Students - “Job Tasks”Evaluate Students - “Job Tasks”
For “Job For “Job Tasks,” Tasks,” Enter the Enter the Scores and Scores and a a Supporting Supporting Comment.Comment.
Evaluate Students -“General Competencies”Evaluate Students -“General Competencies”
For “General For “General Competencies,” Competencies,” Enter the Scores Enter the Scores and put in a and put in a supporting supporting comment at the comment at the bottom of the bottom of the screen.screen.
The evaluation scores you enter The evaluation scores you enter for job tasks, general for job tasks, general competencies and Learning competencies and Learning Results may be seen in the Results may be seen in the student’s FINAL GRADE student’s FINAL GRADE REPORTS in the “Student REPORTS in the “Student Reports” section.Reports” section.
5. Position 5. Position DescriptionsDescriptions
““Position Descriptions” are at the heart of Coop2000Position Descriptions” are at the heart of Coop2000®®. These . These position descriptions are intended to serve as ‘models’ or position descriptions are intended to serve as ‘models’ or documents FROM WHICH you can create or modify your own.documents FROM WHICH you can create or modify your own.
The position descriptions have a “Position Code,” a “Position The position descriptions have a “Position Code,” a “Position Title,” a “Position Concept,” and up to 16 specific “Tasks” Title,” a “Position Concept,” and up to 16 specific “Tasks” which the student is expected to perform on the job.which the student is expected to perform on the job.
These “Tasks” are “Connected To” or “Correlated To” These “Tasks” are “Connected To” or “Correlated To” essential skills and competencies so that you can ensure that essential skills and competencies so that you can ensure that what a student does on the job has a MEANINGFUL what a student does on the job has a MEANINGFUL CONNECTION to essential skills and/or academics.CONNECTION to essential skills and/or academics.
Position Descriptions . . .Position Descriptions . . .
Typically, you should NOT use the “Templates” as is. While Typically, you should NOT use the “Templates” as is. While they are good, it is IMPOSSIBLE to specify exactly what a they are good, it is IMPOSSIBLE to specify exactly what a student should be doing on any job and to have a specific student should be doing on any job and to have a specific business partner agree on the template itself.business partner agree on the template itself.
Rather, you should MODIFY the template by letting the Rather, you should MODIFY the template by letting the business partner suggest editorial changes and then CREATE A business partner suggest editorial changes and then CREATE A NEW POSITION FROM A TEMPLATENEW POSITION FROM A TEMPLATE using the template using the template edited by the business partner as the guide.edited by the business partner as the guide.
That way, you can easily CUSTOMIZE position descriptions on That way, you can easily CUSTOMIZE position descriptions on a business partner by business partner basis.a business partner by business partner basis.
Position Descriptions . . . .Position Descriptions . . . .
Position Descriptions . . . .Position Descriptions . . . .
With Coop2000With Coop2000®®, you can create , you can create NEW position descriptions from NEW position descriptions from
scratch, create NEW position scratch, create NEW position descriptions from existing descriptions from existing
descriptions in the database, and descriptions in the database, and EDIT your position descriptions. EDIT your position descriptions.
Position Descriptions . . . .Position Descriptions . . . .
Position Descriptions . . . .Position Descriptions . . . .
You can view You can view summaries and summaries and specific Position specific Position Descriptions in Descriptions in Administrative Administrative
ReportsReports
Position Descriptions . . . .Position Descriptions . . . .
Creating a NEW Position Creating a NEW Position Description “From Description “From
Scratch”Scratch”
Creating a Position Description “from Scratch” . . . .Creating a Position Description “from Scratch” . . . .
Click on Click on “Go to “Go to
Create/Edit Create/Edit Position Position
DescriptioDescriptions”ns”
Creating a Position Description “from Scratch” . . . .Creating a Position Description “from Scratch” . . . .
Click on Click on “Create “Create
New New Position Position DescripitDescripition From ion From Sratch”Sratch”
Creating a Position Description “from Scratch” . . . .Creating a Position Description “from Scratch” . . . .
You will see the You will see the “New Position “New Position
Screen”Screen”
Creating a Position Description “from Scratch” . . . .Creating a Position Description “from Scratch” . . . .
Enter a UNIQUE Enter a UNIQUE “Position Code,” a “Position Code,” a
“Position Title,” and “Position Title,” and create the Position create the Position
Description.Description.
Creating a Position Description “from Scratch” . . . .Creating a Position Description “from Scratch” . . . .
““Correlate” Each TASK Correlate” Each TASK with the SCANS with the SCANS
skills/competencies and skills/competencies and academicsacademics
Creating a Position Description “from Scratch” . . . .Creating a Position Description “from Scratch” . . . .
You can use the You can use the “Library” or connect “Library” or connect to various internet to various internet sites to assist your sites to assist your
creative efforts!creative efforts!
Creating a Position Description “from Scratch” . . . .Creating a Position Description “from Scratch” . . . .
When you have When you have finished, you MUST finished, you MUST
press the “Close and press the “Close and Save” button to save Save” button to save
what you have what you have created.created.
Creating a Position Description “from Scratch” . . . .Creating a Position Description “from Scratch” . . . .
Your New Position Your New Position Description will NOT Description will NOT BE SAVED if you do BE SAVED if you do not use a UNIQUE not use a UNIQUE
POSITION CODE!!!POSITION CODE!!!
Creating a NEW Position Creating a NEW Position Description “From a Description “From a
TEMPLATE”TEMPLATE”
Creating a Position Description “from a TEMPLATE” . . . .Creating a Position Description “from a TEMPLATE” . . . .
The TEMPLATES provided in The TEMPLATES provided in Coop2000Coop2000®® are good, but they are are good, but they are generally intended to be used as generally intended to be used as TEMPLATES to assist you in TEMPLATES to assist you in customizing your own position customizing your own position descriptions. They are “ . . .a descriptions. They are “ . . .a
good place to start!”good place to start!”
Creating a Position Description “from a TEMPLATE” . . . .Creating a Position Description “from a TEMPLATE” . . . .
Click on Click on “Create “Create
New New Position Position DescripitDescripition From ion From Sratch”Sratch”
[ You can [ You can “Press for “Press for
HELP” if you HELP” if you need it! ]need it! ]
Creating a Position Description “from a TEMPLATE” . . . .Creating a Position Description “from a TEMPLATE” . . . .
You will be Prompted that You will be Prompted that you will need to enter the you will need to enter the “Position Code” for the “Position Code” for the
template you have chosen to template you have chosen to use.use.
Creating a Position Description “from a TEMPLATE” . . . .Creating a Position Description “from a TEMPLATE” . . . .
Sooooo . . . Enter Sooooo . . . Enter the Position Code!the Position Code!
Creating a Position Description “from a TEMPLATE” . . . .Creating a Position Description “from a TEMPLATE” . . . .
Your Template will Your Template will open, and the FIRST open, and the FIRST
thing you want to do is thing you want to do is to create a NEW and to create a NEW and
UNIQUE Position CodeUNIQUE Position Code
Creating a Position Description “from a TEMPLATE” . . . .Creating a Position Description “from a TEMPLATE” . . . .
AFTER you have AFTER you have entered a new position entered a new position
code, you can make code, you can make whatever editorial whatever editorial changes you want.changes you want.
Creating a Position Description “from a TEMPLATE” . . . .Creating a Position Description “from a TEMPLATE” . . . .
You can use the You can use the “Library” or connect “Library” or connect to various internet to various internet sites to assist your sites to assist your
creative efforts!creative efforts!
Creating a Position Description “from a TEMPLATE” . . . .Creating a Position Description “from a TEMPLATE” . . . .
When you have When you have finished, you MUST finished, you MUST
press the “Close and press the “Close and Save” button to save Save” button to save
what you have what you have created.created.
The Position Description you The Position Description you created from the template created from the template
will NOT BE SAVED if you will NOT BE SAVED if you do not use a UNIQUE do not use a UNIQUE POSITION CODE!!!POSITION CODE!!!
Creating a Position Description “from a TEMPLATE” . . . .Creating a Position Description “from a TEMPLATE” . . . .
““Editing” Position Editing” Position DescriptionsDescriptions
Position Descriptions . . . .Position Descriptions . . . .
EDITING Position Descriptions should be done WITH EDITING Position Descriptions should be done WITH CARE. You can EDIT the “Templates” or any position CARE. You can EDIT the “Templates” or any position description that you have created.description that you have created.
Typically, “Editing” is done to make templates more Typically, “Editing” is done to make templates more applicable for your use and/or to make them consistent applicable for your use and/or to make them consistent with state regulations for such jobs as “child care.”with state regulations for such jobs as “child care.”
REMEMBER that when you “EDIT” a position REMEMBER that when you “EDIT” a position description, that position description is altered description, that position description is altered PERMANENTLY!!PERMANENTLY!!
Position Descriptions . . . .Position Descriptions . . . .
Press “Edit Position Press “Edit Position Descriptions”Descriptions”
Position Descriptions . . . .Position Descriptions . . . .
You will see a You will see a warning. Pay warning. Pay
attention to it!!attention to it!!
Position Descriptions . . . .Position Descriptions . . . .
You may make You may make whatever editorial whatever editorial changes you want. changes you want. You do NOT need to You do NOT need to change the “Position change the “Position
Code”!Code”!
Position Descriptions . . . .Position Descriptions . . . .
When you are done, When you are done, press “Close and press “Close and
Save”Save”
6. Reports6. Reports
With Coop2000With Coop2000®®, there are THREE , there are THREE different kinds of reports: different kinds of reports:
1. STUDENT REPORTS -- position descriptions, evaluation 1. STUDENT REPORTS -- position descriptions, evaluation forms, agreement forms, and the like.forms, agreement forms, and the like.2. ADMINISTRATIVE REPORTS -- lists of your students, 2. ADMINISTRATIVE REPORTS -- lists of your students, position description summaries, and the like.position description summaries, and the like.3. MS WORD MAIL MERGE REPORTS - reports that you can 3. MS WORD MAIL MERGE REPORTS - reports that you can create/customize directly in MS WORD and “Mail Merge” to the create/customize directly in MS WORD and “Mail Merge” to the various Coop2000various Coop2000®® data sources. data sources.
Student Reports . . . Traditional . . .Student Reports . . . Traditional . . .
The Main The Main Screen for Screen for Student Student
Reports has the Reports has the traditional traditional Coop2000 Coop2000 ReportsReports
Student Reports . . . Specialized . . .Student Reports . . . Specialized . . .
SpecialiSpecialized zed
Reports Reports AccesseAccesse
d by d by Buttons Buttons on LEFTon LEFT
Student Reports . . . DCT Reports . . .Student Reports . . . DCT Reports . . .
““DCT” Reports are DCT” Reports are from Florida. They are from Florida. They are simplified work-based simplified work-based learning agreements learning agreements and may be helpful to and may be helpful to
you with certain you with certain business partners.business partners.
Administrative ReportsAdministrative Reports
A Variety of A Variety of Administrative Administrative Reports to Help Reports to Help
Manage Your Manage Your ProgramsPrograms
Administrative ReportsAdministrative Reports
Check them out Check them out . . . They can . . . They can
HELP YOU HELP YOU MANAGE YOUR MANAGE YOUR
PROGRAM!PROGRAM!
MS Word “Mail Merge” ReportsMS Word “Mail Merge” Reports
You Can Create You Can Create and Store Your and Store Your Own MS Word Own MS Word “Mail Merge” “Mail Merge”
Reports From Data Reports From Data Sources Created Sources Created by by Coop2000Coop2000® ® !!!!
MS Word “Mail Merge” ReportsMS Word “Mail Merge” Reports
7. Using the 7. Using the “Library” and “Library” and
InternetInternet
Often when creating a new position description from scratch or Often when creating a new position description from scratch or from a template, a user must insert tasks that are common to from a template, a user must insert tasks that are common to ALL position descriptions.ALL position descriptions.
Such common tasks might include directions about safety or for Such common tasks might include directions about safety or for some legally-mandated tasks involving child care, or things of some legally-mandated tasks involving child care, or things of that sort.that sort.
Rather than having to “re-type” those tasks, it is useful to store Rather than having to “re-type” those tasks, it is useful to store them in a “Library” where they may easily be “copied and them in a “Library” where they may easily be “copied and pasted.’pasted.’
That is the purpose of the “Library.”That is the purpose of the “Library.”
Using the “Library”Using the “Library”
Using the “Library” . . . .Using the “Library” . . . .
The “Library” is The “Library” is accessed directly accessed directly from any of the from any of the screens where screens where
position descriptions position descriptions are created or are created or
edited.edited.
Using the “Library” . . . .Using the “Library” . . . .
Simply click on the Simply click on the “Go to Library” “Go to Library”
Button!Button!
Using the “Library” . . . .Using the “Library” . . . .
The “Library” is a The “Library” is a database itself. You database itself. You
can store LOTS of can store LOTS of common tasks here!common tasks here!
Using the “Library” . . . .Using the “Library” . . . .
Simply “Highlight” the task Simply “Highlight” the task you want, COPY it, and press you want, COPY it, and press “Close”. You can PASTE it “Close”. You can PASTE it
in a task field for the in a task field for the Position Description!Position Description!
It is often useful to access the internet when creating a It is often useful to access the internet when creating a new position description or modifying templates.new position description or modifying templates.
Access to the internet is easy in Coop2000Access to the internet is easy in Coop2000®® through the through the “Go to Internet” buttons in the position description “Go to Internet” buttons in the position description screens or in the “Administrative Actions” area.screens or in the “Administrative Actions” area.
From these internet sites, you can “copy and paste” From these internet sites, you can “copy and paste” job tasks to your heart’s content!job tasks to your heart’s content!
Using the “Internet”Using the “Internet”
Using the Internet . . . .Using the Internet . . . .
From a Position From a Position Description Screen Description Screen
. . .. . .
Using the Internet . . . .Using the Internet . . . .
From From “Administrative “Administrative Actions” . . . .Actions” . . . .
Using the Internet . . . .Using the Internet . . . .
Neat Places to Neat Places to Go!!Go!!
[ You can [ You can “Press for “Press for
HELP” if you HELP” if you need it! ]need it! ]
8. Administrative 8. Administrative “Actions”“Actions”
It is useful to access your student and business It is useful to access your student and business databases in “spreadsheet” format so you may filter, databases in “spreadsheet” format so you may filter, sort, analyze, etc. It is also useful because you can sort, analyze, etc. It is also useful because you can delete records in BULK . . .and edit records if you delete records in BULK . . .and edit records if you choose.choose.
You may also want to change your “Evaluation You may also want to change your “Evaluation Criteria” that will affect ALL of the assessment Criteria” that will affect ALL of the assessment documents.documents.
These are “Administrative Actions.”These are “Administrative Actions.”
Administrative ActionsAdministrative Actions
Administrative Actions . . . .Administrative Actions . . . .
Press “Go to Press “Go to Admin Admin
Actions”Actions”
Administrative Actions . . . .Administrative Actions . . . .
Choose what Choose what you want to do you want to do
and “Do It!”and “Do It!”
Administrative Actions . . . .Administrative Actions . . . .
Keep in mind, however, Keep in mind, however, that if you change your that if you change your
Evaluation Criteria, you Evaluation Criteria, you will affect ALL of your will affect ALL of your Evaluation Documents!Evaluation Documents!
9. Quitting9. Quitting
Quitting Coop2000Quitting Coop2000®®, is easy. All , is easy. All you have to do is press the “Quit” you have to do is press the “Quit”
button. When you quit, the button. When you quit, the program will create FOUR MS program will create FOUR MS
Excel spreadsheets for you which Excel spreadsheets for you which you can use as mail merge data you can use as mail merge data
sources. ALWAYS say “Yes” when sources. ALWAYS say “Yes” when asked if you want to replace files.asked if you want to replace files.
Quitting . . . .Quitting . . . .
Press the “Quit” Press the “Quit” button and let the button and let the computer generate computer generate
the MS Excel the MS Excel documents. Say documents. Say “YES” at each “YES” at each
prompt to replace prompt to replace files!files!
10. Simple 10. Simple “Tips”“Tips”
These “Simple Tips” are These “Simple Tips” are intended to show you some intended to show you some
of the unique characteristics of the unique characteristics of this program. They of this program. They should be followed!should be followed!
Tip #1 -- Use the proper buttons to Tip #1 -- Use the proper buttons to CLOSE screens, tables and reports!CLOSE screens, tables and reports!
There are “Close” buttons on screens, on the top menu, There are “Close” buttons on screens, on the top menu, and on the little toolbar that appears with all reports. and on the little toolbar that appears with all reports. These have a specific purpose and should be used. These have a specific purpose and should be used. Some of these buttons have “functions” that are Some of these buttons have “functions” that are necessary to the proper operation of the program. If necessary to the proper operation of the program. If you do NOT use these buttons, then those “functions” you do NOT use these buttons, then those “functions” will not occur. SO PLEASE USE THEM as shown on will not occur. SO PLEASE USE THEM as shown on the following pages.the following pages.
DON’T DON’T use the “X’s” in the top right of the use the “X’s” in the top right of the monitor to close any screen, report or table!monitor to close any screen, report or table!
NONO!!!!
Closing Screens . . . . .Closing Screens . . . . .
ALWAYS use the ALWAYS use the “Close” Buttons “Close” Buttons on the LEFT Side on the LEFT Side of the screen!!of the screen!!
Closing Tables . . . . .Closing Tables . . . . .
ALWAYS use the ALWAYS use the “Close” Buttons “Close” Buttons on the menu bar on the menu bar to close TABLES to close TABLES like this!like this!
Closing Reports . . . . .Closing Reports . . . . .
ALWAYS use the ALWAYS use the “Close” Button on “Close” Button on the floating the floating toolbar to close toolbar to close REPORTS!REPORTS!
Tip #2 -- Make the names of your Tip #2 -- Make the names of your Business Partners UNIQUEBusiness Partners UNIQUE If you have more than one business partner WITH THE If you have more than one business partner WITH THE SAME NAME (such as “McDonalds”) try to make the SAME NAME (such as “McDonalds”) try to make the name of each of these unique. An example would be name of each of these unique. An example would be “McDonalds - Ogden Avenue”, etc. “McDonalds - Ogden Avenue”, etc.
The reason for this is that when you match a student The reason for this is that when you match a student with a business partner, the computer will look at the with a business partner, the computer will look at the business partner’s NAME . . . If there are partners with business partner’s NAME . . . If there are partners with the exact same name, you might get TWO reports for a the exact same name, you might get TWO reports for a student instead of the one you want!student instead of the one you want!
Tip #3 -- Use SIMPLE ID numbers for Tip #3 -- Use SIMPLE ID numbers for your students and business partners!your students and business partners!
Simple ID numbers will enable you to call up specific Simple ID numbers will enable you to call up specific reports without having to type in “complicated” or long reports without having to type in “complicated” or long ID numbers. You should NOT use a student’s social ID numbers. You should NOT use a student’s social security number - not only for security reasons, but security number - not only for security reasons, but because such numbers (with the hyphens) are tedious to because such numbers (with the hyphens) are tedious to enter when you want to create a report for that student.enter when you want to create a report for that student.
So . . . KEEP IT SIMPLE, OK?So . . . KEEP IT SIMPLE, OK?
Tip #4 -- When in doubt, CALL FOR Tip #4 -- When in doubt, CALL FOR HELP!HELP!
Using the Coop2000Using the Coop2000®® program is quite easy, but program is quite easy, but sometimes users get stuck or have questions. It is sometimes users get stuck or have questions. It is IMPOSSIBLE to help you if you do not ask for IMPOSSIBLE to help you if you do not ask for help! It is very disappointing to hear that users help! It is very disappointing to hear that users have had problems, but it is frustrating to hear have had problems, but it is frustrating to hear that these users have never bothered to ask for that these users have never bothered to ask for help when it is so readily available. SO ASK FOR help when it is so readily available. SO ASK FOR HELP!! There are people in BCPS who can help HELP!! There are people in BCPS who can help you . . . You can also get help by picking up the you . . . You can also get help by picking up the phone and calling the following number:phone and calling the following number:
630-682-5388630-682-5388
Bye!Bye!