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Using Dharma Tribe/ Rosters Attendance Notes When a student has been added to a roster, you may put certain notes into this field in order to help you classify attendances. This is helpful when you are giving free classes to instructors, for example, or when you would like to keep track of teacher trainees' attendances.
These "attendance notes" are accessible from the roster view via a pull-down menu within the field. In addition, you may have the attendance notes "auto-applied" by way of the process outlined below. Using the "Auto-apply" Feature From the "student" card, you may notice a field called "type." Within this field, you have several options to choose via a pull-down menu. You may edit this pull-down menu to your liking, if you wish.
Notice the "Auto Apply" button to the right of the "type" field. In the photo above, "auto apply" is selected to be "on." The default setting for this button is "off." You may select it and set it to "on" by clicking within the button. If it is selected and you wish to de-select it, place your cursor within the button and press "del" or "backspace." Since the button in the above photo is selected as "on," the word "Instructor" automatically appears in the "attendance notes" field when Tom is applied to a class roster. To use this auto apply for any other category other than instructor, such as keeping track of teacher trainees or children, for example: first you will make sure that you have "teacher trainee" or "child" or whatever you need selected as the type for these particular students, then make sure you have auto-apply selected for them. You can select and deselect an entire group (such as teacher trainees) by doing the following: Go into "find" mode and pull down "teacher trainee" within the "type" field. Hit "return" or "enter." You will now have a group of student cards selected that consists of only your teacher trainees. On the first student card, select the button next to "auto apply." Immediately go to the "Records" menu at the top of the screen. Navigate down to "replace field contents." The window you see below will pop up onto your screen.
In my case, I only found 3 records matching my search criteria of "teacher trainee," so you'll notice that the text of this pop up window tells me how many records will be modified and exactly what the modification will be. Since everything matches what I want, I will hit "replace." At this point, all of my teacher trainees will now be marked with "yes" in the "auto apply" section. When teacher training ends, I can follow the same procedure and select "no" on all their cards in the "auto apply" section: go into "find" mode, pull down to "teacher trainee" in the "type" field, hit "enter," de-select the "auto apply" button on the first card, then go to the "records" menu and pull it down to "replace field contents" and hit "replace" once I see that everything matches what I want.
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