Lesson #1 - The Basics

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Family Tab Descriptions

Summary	The Summary tab offers a summary of details for the primary contact and displays key information about the students in the family. The main address is stored on this tab, the registration date is displayed, and if the family is a Problem Account, it is designated here.
Contacts	Information about the contacts in the Family record, including emergency contact details, is summarized in a grid on the Contacts tab. Use the View link to see additional information about a specific contact or control their Parent Portal access.
Classes	The Classes tab provides details for the current and future enrollments for all students within the family. The 10 most recent past enrollments are displayed, as well as a listing of any waitlists the students are on. For details on older past enrollments, see the Student record or use the Enrollment Detail Report.
Events	The Events tab stores all current and past event enrollment details for the family. When enrollment into the event was by student (versus by family), the student's name is shown.
Transactions	The Transactions tab displays the 20 most recent transactions for a family (fees, payments, and credits). Click the View Transaction History button for the family's entire transaction record. View Unapplied Credits & Unpaid Fees displays a listing of these types of transactions, which can be helpful when correcting linking errors.
Billing Info	The Billing Info tab contains all of the billing details that have been set for a family, such as credit card/bank account information, Family Fixed Fees, and details about any discounts to be applied to tuition fees.
Misc	More important family information is stored on the Misc tab, including Family User-defined Fields, Emergency Contact Form, and family-specific Parent Portal Login Message.  See details of registrations done through the Parent Portal, Online Registration, and Quick Registration (View Registrations button) and review a history of emails sent to the family (View Sent Emails button). In addition, some businesses find it useful to mark families as Prospects for tracking purposes.
Notes	Add, edit, or delete notes for a family here. Search notes, filter the notes by tags, and sort the notes by the date created or by the date modified. Learn more about Notes in Jackrabbit.
Resources	Upload files and add hyperlinks (URLs) to the family's record. Store up to 15MB of data. Learn more about Resources in Jackrabbit.
Policies	Policies associated with the classes the family is enrolled in are shown in this tab.  The family's classes and their related Policy Groups are listed, along with an indicator of the policies that have been agreed to or may need agreement from the family. Learn more about Legal Policies & Policy Groups.

Family Button Descriptions

Make Sale/Post Fees	Use the Make Sale/Post Fees button to post fees or make a store sale to a family. Once a fee or sale has been posted, it is visible under the family's Transactions tab. Learn more about posting fees.
Payment/Credit	Use the Payment/Credit button to enter a payment the family made or post a credit to a family. Learn more about entering payments and posting a credit.
Refund	View the last 20 payments a family has made and choose a payment to refund. Learn more about refunds.
Statement	Print or email a statement for an individual family. Learn more about statements.
Add Student	Add students to the Family record.
Add Contact	Add contacts to the Family record.
Archive Family	Archive a family to your Lead File. Learn more about the Lead File.
Family Name	Use this button to change the last name on the Family record and select if it should apply to students, contacts, or both.
Email	Generate an email to the family and select which members of the family should receive it. Learn more about emailing in Jackrabbit. You can also send a text message or push notification (when enabled) from the Email/Text Families page by changing the Type in the Message section.
Email Schedules	Email the current class schedules for all active students in the family. Learn more about emailing student schedules.
Submit Absences	Click through a two-step Submit an absence workflow to record any student in the family as absent.
Merge Family	Merge duplicate family records together. This family becomes the 'from' family. Learn more about merging duplicate families.

Frequently Asked Questions

Q.  What is the difference between "Date Created" and "Registration Date" on the Summary tab in a Family record?

A.  Here are the differences between the Date Created and the Registration Date on the Family record:

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Student Tab Descriptions

Summary	The Summary tab offers a summary of details for the student's classes and student information. This is the place to enter student details and add fixed fees (if applicable).
Classes	The Classes tab provides details for the student's current enrollments, future enrollments, waitlists, and past enrollments. Links provide quick access to the Class records. You can transfer or drop a student from classes on this tab as well as remove the student from any waitlists they are on.
Events	The Events tab stores all current and past event enrollment details for the student.
Medical	The Medical tab shows details of immunizations, disabilities, special needs, allergies, and more. The tab turns red when medication or allergy information is added.
Feedback	Instructor feedback notes regarding the student's performance can be entered on this tab. Be sure to Save Changes after adding feedback. Use the More link to display the entire Student Feedback field.
Skills/Levels	The Skills/Levels tab displays the skills assigned to the student, along with their progress. Use the Add Skill/Level button to add a skill/level. See Student Skills/Levels topic for more details.
Sizes	The tab displays sizing information for apparel, costumes, and equipment for students. Size Notes can be added at any time. Be sure to click Save Changes after the information has been added. See Costume/Apparel Management for more information.
Absences	If you track absences you can schedule and view makeups in this tab. In addition, if a makeup class is scheduled, the Makeup Class and Makeup Date are shown.
Misc	Add miscellaneous information related to the student here, including a picture of the student. The student's picture is visible in the Staff Portal and the Parent Portal. Additional user-defined fields (Gear icon > Settings > General > User-Defined Fields) can be added at the bottom of this tab.
Notes	Add, edit, or delete notes for a student in this tab. Search notes, filter the notes by tags, and sort the notes by the date created or by the date modified. Learn more about Notes in Jackrabbit.
Resources	Upload files and add hyperlinks (URLs) to the student's record. Store up to 15MB of data. Learn more about Resources in Jackrabbit.

Student Button Descriptions

Enroll	Click the Enroll button to open a new tab to enroll the student in a class.
Email Schedules	Click the Email Schedules button to open the Email Student Schedules page. See Email Students for more information.
Info Sheet	Use the Info Sheet button to display a detailed page of information on the student. See Student Info Sheets for more information.
Absence/Attendance	Use this button to select criteria and generate a Student Attendance Report for the student.
Submit Absences	Click this button to step through the Submit an absence workflow for the student.
Mass Drop Classes	Use the Mass Drop Classes button to drop the student from all enrolled classes. The class's current enrollment can be viewed on the Classes tab in the Student record.
Statement	Click the Statement button to select a statement type (PDF or email) and send statements to one or more students in a family.

Frequently Asked Questions

Q.  What determines the Start Date, Date Created, and Enroll Date on a Student's Record?

A.  Different dates found on a Student record include the following:

Q.  What is the Student Date Quit field on the Student Summary tab?

A.  You can manually enter a date the student quit if you choose.

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Class Name

Name of the class (See Tips & Examples). 

Status

The status of a class can affect whether it is displayed in Class Listings Tables or in the Parent Portal. Learn more about Class Status.

Location

Business Locations are a setting in your database (Gear icon > Settings > General > Business Locations - left menu) that can be used to separate business activities as well as set access permissions for different Jackrabbit Users. Learn more about Business Locations in Jackrabbit.

*Room

Rooms (or studios, pools, etc.) can be used to filter your classes (e.g., find all classes in Studio A). View your class calendar by room (helpful when creating your class schedule). Create room values from the Gear (icon) > Settings > General > Drop-down Lists (left menu). See Drop-down Lists for more details.        

*Session

Sessions group classes held within a specified time frame. This is important for comparative analysis reporting. A session can cover an entire year or specific parts of a year (i.e., Winter season). Learn more about Class Sessions.

Class Start/End /Registration Start Dates 

When does the class start and finish? What is the date that registration for this class opens? If a start is not entered, Jackrabbit will not display the class on any of your calendars or schedules.  Tip: Set the End Date of a perpetual class well into the future so the class will continue appearing on Jackrabbit calendars and schedules.  The registration start date controls when students can be enrolled in the class and prevents enrollment from starting until you are ready.

Days

Check the box(es) for the days the class meets. This allows you to sort and filter by the day of the week a class meets. With the days the class meets selected, the classes will also show on calendars or schedules.

Start/End Times & Duration

What time does the class start and finish? 

If you selected Yes for the Calculate Class Duration setting (Class Settings - Organization Defaults), the Duration field will be automatically calculated based on the class Start and End times; however, it can be edited on the Class Summary tab if needed.

If you post your tuition by total hours, the Duration field is used to calculate the tuition fees; a Fee Schedule outlines the tuition fee for each duration of time in classes.

Has a Registration Fee?

When Has a Registration Fee? is selected (the default) and you have opted to Post Registration Fee(s) for new and/or existing families in your Registration Fee settings, a registration fee will be posted to the family's account when they register online and enroll in the class (new families) or enroll in the class through the Parent Portal (existing families).  If Post Registration Fee(s) is set to No, no registration fees will post, even if Has a Registration Fee? is selected at the class level.

Clear the checkbox for classes that don't have a registration fee, e.g., your summer classes.  New students enrolling in those classes during Online Registration and existing students enrolled through the Parent Portal will not be charged a registration fee. 

Post Annual Fees provides the option to omit classes with no registration fee (i.e., checkbox cleared). 

Tuition Fee

The Tuition Fee is the amount charged to enrolled students each billing cycle when you post your tuition by class fee. Example: An organization that bills monthly would enter what one student would pay to attend the class each month.

Per Day

See Add Per Day / Multiple Meeting Classes if your class fees are based on how often a student attends the class during the week.

Exclude from requiring payment during Parent Portal enrollment

This option will be available if your organization is set to require payment in the Parent Portal when parents enroll students in classes and events. 

Select the checkbox to exclude payment processing of fees for this specific class during Parent Portal enrollment. The parent will see messaging in the Cart to indicate that while the fee is posted, the payment will be required later.

Tuition Billing Method

The Tuition Billing Method tells Jackrabbit whether you bill (post tuition) based on a class tuition fee or if you bill by total hours of class instruction. See Billing Methods for more information.

Exclude from Multi-Class Discount

A class with Exclude from Multi-Class Discount checked is not included in the total number of classes a student is enrolled in when a multi-class discount is calculated. This setting only applies to classes with a Tuition Billing Method of By Class Fee.

Exclude from Total Hours Count 

When Exclude from Total Hours Count is selected ( = Yes), the Duration of the class is not included in the total hours a student (or family) is enrolled in when the Tuition Fee is calculated using your Fee Schedule. This setting only applies to classes with a Tuition Billing Method of By Total Hours.

Tuition Billing Cycle

Tuition Billing Cycles tell Jackrabbit how often families are billed for tuition for each class and what day/date the Billing Cycle starts.

Tuition Discount Rule

Tuition Discount Rules define multi-class and multi-student discounts (or a combination of both!) for classes billed By Class Fee. Once a rule is assigned to a class, the class will use that rule's discounts when posting your tuition fees based on your Tuition Fee Settings.

Prorate Tuition

Select this checkbox to prorate the tuition fees for things like students who enroll after a Billing Cycle has started, students with a drop scheduled before the end of a Billing Cycle, classes that fall on a day your facility is closed, and classes that meet more than the standard number of times per month (By Class Fee Billing Method only).

Gender

Is the class specific to one gender or open to all? A gender filter can be turned on for Online Registrations from the Gear (icon) > Settings > Online Registration > Settings (left menu) > Class Search Settings (section) and scroll down to Class Search/Filter Settings.
Edit your drop-down lists for gender to include more inclusive options in addition to male and female from the Gear (icon) > Settings > General > Drop-down Lists (left menu) > Students > Gender. 

Min Age / Max Age

Minimum and maximum age requirements for the class, including years and months. The min/max age can be used to set age restrictions for classes when enrolling. 

Cutoff Date

If a cutoff date is entered (optional), the student's age on the cutoff date is used to determine if the student meets the class age requirements. 

*Category 1, 2, and 3

Jackrabbit uses Categories to organize your database. Category 1 is the most important because it organizes your revenue and enrollment. Categories 2 & 3 are subcategories and provide levels or sections. Learn more about Class Categories.

Enrollment Max Size / Max Wait

The maximum number of students allowed in the class or on a waitlist.

Class Description

A short description of the class. Class Description is seen by both staff and customers. Do not use special characters (%, &, *, !, ©, ™, etc.).

Display on Website

This setting controls whether the class will be included in any Class Listings Tables that you are displaying on your website. The use of Class Listings Tables on your website is optional.

Note: If Display on Website is set to Yes and Allow Web Registration is set to No, the class will be included in your Class Listings Tables without a link to register.

Allow Online Registration

This setting controls whether the class will be available for families to choose when they are using the Online Registration Form or registering (enrolling) from your Class Listings Tables. The class is still subject to other rules such as available openings, waitlist, age, and gender, based on your Online Registration settings.

When set to Yes, the class will show in your Online Registration Form (under the 'Select Class' button) and also contain a Register (enroll) link in any Class Listings Tables, if openings are available.

If this is set to No, the class will be hidden from the list of classes inside the Online Registration Form and if you use Class Listings Tables on your website, the link to register (enroll) will not be available for this class.

Allow Portal Enrollment

When set to Yes, the class will be available for families to choose when they are enrolling students in the Parent Portal.

Allow Trial Enrollment 

If set to Yes, a Trial checkbox is added to your online registration form, so a student can register as a trial. Learn more about Trial Enrollment.

Allow Makeups in Class

When this is set to Yes (the default), students can be scheduled into a makeup in that class. Set this to No if you want to prevent makeups from being scheduled in this class.

Learn more about Preventing Makeups in a Class.

Class ID

This field may be pre-filled if your data was imported from another program or system. If not, this should be left blank.

Virtual Class / Video Link URL

Use this field to add the URL for a virtual class you have created for your students to attend, or to add the link to a video you have uploaded to a video sharing site. This resource will be accessible from the Parent Portal, in the Class Card.

If you have multiple resources you want to share for one class, you can add all of your information into a Google doc and share that link for a one-stop-shop!

Other options:

• Create a folder in Google Drive, or Dropbox, with all of your resources in one place and share that link.
• Add a password protected page on your website, add your files and links there, and enter that URL in the Class record.

Learn more about how to add access to online training in the Parent Portal.

Virtual Class / Video Link Text

Enter the text you want to appear for the link, e.g. Watch this video tutorial. Maximum characters allowed is 50. If this field is left empty, the URL itself will display in the portal.

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Expand each section for more information on Policies in Jackrabbit.

Policies & Policy Groups User Permissions

There is one User permission (Manage Policies) that defaults to off for all new Users. This allows full access to add and manage policies and policy groups.  

The other User permission (View/Assign Policies) defaults to on, however, a User's actions are limited. When this permission is checked, a User can assign and/or remove policies to classes, however, they are unable to change and add new policies.

Category		User Permission	Controls
Tools		Manage Policies	Can view, add, edit, delete, and copy policies and policy groups; can assign/remove policy groups to classes.
Tools		View/Assign Policies	User is limited to viewing policies & policy groups; assigning/removing policies groups to classes.

Policies in the Family Record

When students in a family are enrolled in classes, all the policies related to the family's classes are added to the Family record and are visible on the Policies tab.

Note: Inactive policies or policies that have been updated remain available for review, click the Policy Agreement History button in the Family record.

Policies and the Lead File

When a family is archived to the Lead File their Policy Agreement History is retained (not viewable). If a family is restored from the Lead file, the agreement history is not restored to the Policies tab, the information can be found in the Family record > Misc tab.

Go to the Family record > Misc tab > View Registrations button and the Registrations/Policy Agreements window will open. Click View to see the agreement details.

Frequently Asked Questions

Q.  Is there a quick way to find families that have NOT agreed to all the policy agreements?

A.  Yes! Go to the Families menu > All Families and use the filter drawer (Open filters icon). Search for Policies, Agreements, Contracts & Messages > Policies: show families that have... Agreed to all active policies? and select No. This will list all the families in the grid that have not agreed to your policies.

You can select additional filters to use for policy agreements.

Q. How can I prompt my customers to reagree to policies annually?

A. It's as easy as making an edit to a policy name or text! When you change a policy, customers are automatically prompted to reagree to that policy when they next log in to their Parent Portal. Consider putting the new 'term' for the policy in the name, e.g. Assumption of Risk 2022. 

You also have the option to go to the Policies (tab) and Require Reagreement automatically in the Parent Portal. 

Q.  If a student is waitlisted for a class in the Parent Portal does the parent have to agree to the class policies?

A.  Yes, the parent will be prompted to agree to the policies that are assigned to the class even if a student is placed on the waitlist.

Expand each section below to learn how to use the various grid features.

Group Your Data

Drag and drop column headers to the grouping bar to create groups within your report. 

• Click on the column title in the grouping bar to re-sort the column in ascending or descending order.
• When multiple columns are added to the grouping bar, the first column on the left is the first level of grouping. The second column added to the grouping bar will group the rows within the first column, etc. 
• Click and drag the column headers left or right within the grouping bar to change the order. 
• Use the X  in the column header to clear a column from the grouping bar.

Sort and Filter Data in the Grid

There are multiple ways you can sort and filter data in a grid. Select the options that work best for you:

You can reorder the columns in a grid by clicking and dragging them to the spots you want them in. Double arrowheads indicate where the column will drop (behind the arrowheads).
Click on the column header to sort in ascending or descending order. An arrow displays to show the current sorting order; no arrow indicates that no sorting has been done on the column.
Use the column menu to access the sorting options for each column. Ascending order Descending order
Multi-sort columns in the grid, for example: Click the Family column header to sort the column in ascending order A-Z (as on the right). An up arrow and the number 1 indicates this is the 1st column in the sort. Next, click the Status column header and all the active families will be listed first in the grid. An up arrow and the number 2 indicates this is the 2nd column in the sort. The column width expands to show the sorting information.
Click Columns in the column menu to select the columns you would like to view in your grid.
Click Set Column Position in the column menu to lock/unlock a column. When a column is locked, you can scroll horizontally, and the column will always remain in the display. Use the horizontal scroll bar (lower right when visible) to move the grid from left to right.
Click Filter in the column menu to drill down further into your column data (only available in some grids). More than one column can be filtered at a time. Applied filters display in the breadcrumb bar. The column menu for a filtered column is highlighted in blue. Column filters vary depending on the data in the column. Some filtering will list all values in the column with checkboxes and a search field while other filters allow you to define the filter with options such as "Is equal to" or "Contains".

Take Action

Each grid is designed to provide ease of use and to simplify different actions you may want to take. Work with an individual record (e.g., a specific family), or apply an action to several records at once (mass action).

Action Icons

Located on the right-hand side of the grid, the action icons available will vary between grids.

	Click the Adjust columns icon to squeeze or expand the columns in the grid. Squeeze grid allows you to see all the columns on the page, Expand grid makes the columns wider and you may have to use the slider (bottom right) to horizontally scroll, depending on the number of columns in the grid. Either view can be saved as default or favorite view.
	Send a Message - Choose to send an email, push notification, or text message to chosen recipients in the selected records, e.g., Primary Contacts only, or Primary, Billing, and Other Contacts.  Select the checkbox for the records (e.g., families or students) you want to be included in the message. You can select individual records across multiple pages. To send to all rows displayed on a page (max. 250/page), select the checkbox in the column header.  To send to ALL records on ALL pages, leave all checkboxes empty. All records will be included.
	Use the Refresh Grid icon to reload the data in the grid after making a change.
	Click the Add New icon to open a pop-up window to add new data. This icon is visible depending on which grid you are viewing, for example, on the Staff Certifications page Add New Certificate window opens or on the All Families page an Add New Family window opens.  If any rows are selected in the grid, an Add New icon will not be visible.
	Use the More icon to access actions that can be taken with one or more records at once. The options available will differ between grids, e.g., in All Families, you can update Family Fixed Fees, Family Discounts, Clear UDF Answers, and more. In All Students, you can update Student Fixed Fees, Add a Note, and more. Select the checkbox for the rows you want to have included in mass action. You can select individual rows across multiple pages or select the checkbox in the column header to select all rows currently displayed on the page (max 250/page). Print and Export functions (where available) are accessed from the More icon. Depending on how you have customized the grid, printing may take some setting adjustments. Check out this short video tutorial Print from Grids in Jackrabbit for tips.

Row Actions

Click on the Row Menuto access actions that can be taken with the record in that row. The row actions offered will vary between the different grids in Jackrabbit and may include:

• View/Edit - click on the link to open the content in the row and make changes.
• Delete - remove a row from that grid.
• Add a Note - add a note to the record.
• Additional actions - click on the row menu to see the other action options.

Data Visuals

Some of the grids in Jackrabbit have visual elements, referred to as data visuals. Click on the sections of the visual to see the information populate in the grid results. 

In addition, there is a filter drawer to make additional selections that narrow down results in the grid. Within the filter drawer, the criteria are organized into sections. Use the search field at the top of the drawer to locate specific criteria and be taken directly to the matching filter. Use the Expand All link to open all sections or the arrow next to each section header to open individual sections. Click the Apply button to filter the data in your grid using the criteria you selected; these filters will display in the breadcrumb bar. 

• Save your filtered data as a Favorite. Once filters are selected, click the Save as favorite (icon), enter a favorite name, choose if you want to make the favorite a default view, and decide if you want to share with your team. Your filtered data, column width, column locked positions are all saved. Click Save.
• Load a Favorite by clicking on the Favorites (icon), select your saved favorite from the drop-down list, and click Load. The grid populates the data and the breadcrumbs indicate the selected filters.

Refer to Work with All Families - View, Search, and Take Action, Work with All Students - View, Search, and Take Action, and Work with All Classes - View, Search, and Take Action for more details on the All Families, All Students, and ALL Classes data visuals.

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Create a Note in the Family, Student, Class, or Staff Record

Click the + New Note button on the Notes tab to add a note. Note titles are limited to 150 characters. However, the body of the note has no maximum character count. Optionally, tags can be added to organize your notes. See below for more information on tagging.

Create a Note in the Families (menu) > All Families

Add a note to an individual family:

1. Go to the Families (menu) > All Families > click the row menu> select Add a Note. 
2. Enter the information into the Add a Note pop-up window:
   • Title, Note, and Tag (if applicable)
3. Click Add. The note can be edited or deleted from the Family record.

Create Notes in the Students (menu) > All Students

Create Notes in the Classes (menu) > All Classes

Edit or Delete a Note

Individual notes can be edited or deleted from the Notes tab using the Edit and Delete links in each note. Notes can also be edited or deleted in the Notes grid.

The Notes Grid

The Notes grid, found under the Reports (menu) > Find Reports >  enter Notes in Keyword Search, allows you to work with all of the notes throughout your system from one screen.

Jackrabbit grids are very powerful and allow you to customize your layout, search and filter your results, and manage your notes. Learn more about these grids in our Help article Work with Grids in Jackrabbit.

Here are some grid highlights that relate specifically to Notes:

• Mass delete notes - select one or more rows with the checkboxes in the 1st column and click the More (icon)to delete the selected notes.
• Export data - leave the checkboxes in the 1st column unchecked and click the More (icon)to export the data in the grid to Excel.
• Edit or delete a note - the Row Menu (icon) to update or delete a single note.
• Refresh the data - click the Refresh Grid (icon) to refresh the data in the grid.
  
  

Add Tags to Notes

Tags enable you to group and organize your notes. Think of it as though the notes were on pieces of paper, and you wanted to put them in a folder to keep them together. What would you name that folder? That is a tag. Tags also allow you to filter for a specific tag and pull up only the notes that have been given that tag making it easy to find topics at a glance.

Business Scenario

Add a tag "Phone Call" and assign it to each note that is added regarding a phone conversation. This would allow you to look at only the notes you've made regarding phone calls you've had with the family, student, or staff member.

Add a Tag to a Note

A tag can be added to a note when it is first created or by editing the note if it was added previously.

1. Use the Edit link to open the note if it was created previously.
2. In either the Edit note or Add note window, click into the Tags field to display existing tags.
3. Start typing the tag to see if it already exists. If the tag doesn't exist, use the + to add the tag. Multiple tags can be added to a note.
4. Click Update when you have finished adding tags.
   
   

Delete a Tag from a Note

To remove a tag from a note, click the Edit link to open the note. Click on the x in the tag badge to remove it.
Note: This does not delete the tag itself; it only removes the tag from the note.

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Add a Resource in a Family or Staff Record

Follow these steps to add a resource to a Family or Staff record.

1. Locate and open the Family or Staff record.
2. Use thebutton on the Resources tab to open the Add a resource pop-up window.
3. Add a name for the resource. This name will appear in the resource card on the Resources tab.
4. Select the Audience.
   • Is this a restricted resource? - defaults to off, toggle on if the resource should be restricted to specific users. Restrict access to the resource if it involves confidential or sensitive information. Only Jackrabbit Users with the View Restricted Files User permission will be able to see a restricted resource on the Resources tab.
5. Select the Resource location:
   • I'll upload it - When you opt to upload the resource, you'll use the Select files... button to locate the file on your computer. Accepted file types include the following:
     

     .doc	.pdf	.jpg	.txt	.xls	.jpeg	.odt	.rtf	.html	.epub	.png
     .mp3	.mp4	.csv	.eml	.docx	.xlsx	.tex	.wks	.wps	.wpd

     
     
   • I'll link to it -  When you opt to link to the resource, enter the URL in the Resource Link field, e.g., a link to a YouTube video or a file you have stored in DropBox, etc.
      
6. Click ADD. The resource is added to the record.

Add a Resource in a Student Record

Follow these steps to add a student resource to an individual Student record. The added resource is located in the Resources tab in the student's details section.

1. Locate and open the student's record using the Students (menu) > All Students.
2. Click the Resources (tab).
3. Click thebutton to open the Add a resource pop-up window.
4. Add a name for the student resource. This name will appear in the resource card on the Resources tab.
5. Select the Audience.
   • Is this a resource for parents? - If you want parents to see the student resource you are adding, click the Publish to Parent Portal? to toggle on.
     
     

     Student resources are displayed in the Parent Portal under the Resources tab in the student's details card. Click the View Resource link to open the resource.

     
     
   • Is this a restricted resource? - Leave this disabled. If the file is restricted, this will disable the option to view it in the Parent Portal.
     
     
6. Select the Resource location:
   • I'll upload it - When you opt to upload the resource, you'll use the Select files... button to locate the file on your computer. Accepted file types include the following:
     
     

     .doc	.pdf	.jpg	.txt	.xls	.jpeg	.odt	.rtf	.html	.epub	.png
     .mp3	.mp4	.csv	.eml	.docx	.xlsx	.tex	.wks	.wps	.wpd

     
     
   • I'll link to it -  When you opt to link to the resource, enter the URL in the Resource Link field, e.g., a link to a YouTube video or a file you have stored in DropBox, etc.
     
     
7. Click ADD. The resource is added to the student's record and will be viewable in the Parent Portal.

Add a Resource in a Class Record

Follow these steps to add a resource to a Class record.

1. Locate and open the Class record.
2. Use thebutton on the Resources tab to open the Add a resource pop-up window.
3. Add a name for the resource. This name will appear in the resource card on the Resources tab. 
   • Class record resources published to the Parent Portal will appear as a View Resources link in the Class card.
   • Class record resources published to the Staff Portal will appear under Manage Classes > Actions > Resources.
4. Select the Audience. If you want parents and staff to see the resource you are adding, click both to enable.
    

   Is this a resource for parents? Class resources for parents are displayed in the Parent Portal.
   Is this a resource for staff? Class resources for staff are displayed in the Staff Portal.

   
   
5. Enable Is this a restricted resource? if the resource should be restricted to specific users. Restrict access to the resource if it involves confidential or sensitive information. When restricted, only Jackrabbit Users with the View Restricted Files User permission will be able to see the resource. Note: If the file is restricted,  the resource will not be viewable in the Parent Portal.
6. Select the Resource location:
   • I'll upload it - When you opt to upload the resource, you'll use the Select files... button to locate the file on your computer. Accepted file types include the following:
     
     

     .doc	.pdf	.jpg	.txt	.xls	.jpeg	.odt	.rtf	.html	.epub	.png
     .mp3	.mp4	.csv	.eml	.docx	.xlsx	.tex	.wks	.wps	.wpd

     
     
   • I'll link to it -  When you opt to link to the resource, enter the URL in the Resource Link field, e.g., a link to a YouTube video or a file you have stored in DropBox, etc.
     
     
7. Click ADD. The resource is added to the Class record.

Add a Resource to a Single Class in the Classes (menu) > All Classes

Follow these steps to add a resource to a Class record in the All Classes grid.

1. Go to the Classes (menu) > All Classes.
2. Locate the class :
   • using the column search.
   • using the global search at the top of the page.
3. Select one of these options to add a resource to the class.
    

   Use the  Class Column

   Click the class name located in the Class column to open the Class record. Add the Resource directly in the Class record as described in the Add a Resource in a Class Record section above.

   Use the Class  Row Menu

   Click the class row menu. Select Add Resource from the row menu. Complete the Add a resource pop-up window information: Name the class resource - This name will appear in the resource card on the Resources tab. Select the Audience (parents and/or staff). Is the resource restricted? Enable to restrict access to the resource if it involves confidential or sensitive information. Only Jackrabbit Users with the View Restricted Files User permission will be able to see a restricted resource on the Resources tab. Select the Resource location:  I'll upload it - When you opt to upload the resource, you'll use the Select files... button to locate the file on your computer. Accepted file types include the following: .doc .pdf .jpg .txt .xls .jpeg .odt .rtf .html .epub .png .mp3 .mp4 .csv .eml .docx .xlsx .tex .wks .wps .wpd I'll link to it -  When you opt to link to the resource, enter the URL in the Resource Link field, e.g., a link to a YouTube video or a file you have stored in DropBox, etc.   Click ADD.  The class resource is added to the class and can be accessed under the Resources tab in the Class record.

Add a Resource to Multiple Classes in the Classes (menu) > All Classes

Follow these steps to add a resource to multiple classes in the All Classes grid.

1. Go to the Classes (menu) > All Classes (use the filter to filter the classes if needed). 
2. Choose one of these options to select the classes and add the resource:
   • Select all classes in the grid - leave the checkbox in the 1st column of the grid unchecked and all classes in the grid are selected.
   • Select specific classes in the grid - in the 1st column of the grid, select the checkboxes for the classes you want to work with.
3. Click the More (icon)> Add Resource.
   
   
   
4. Complete the Add a resource pop-up window information:
   • Name the class resource - This name will appear in the resource card on the Resources tab.
   • Select the Audience (parents and/or staff).
   • Is the resource restricted? toggle on to restrict access to the resource if it involves confidential or sensitive information. Only Jackrabbit Users with the View Restricted Files User permission will be able to see a restricted resource on the Resources tab.
5. Select the Resource location: 
   • I'll upload it - When you opt to upload the resource, you'll use the Select files... button to locate the file on your computer. Accepted file types include the following:
     

     .doc	.pdf	.jpg	.txt	.xls	.jpeg	.odt	.rtf	.html	.epub	.png
     .mp3	.mp4	.csv	.eml	.docx	.xlsx	.tex	.wks	.wps	.wpd

     
     
   • I'll link to it -  When you opt to link to the resource, enter the URL in the Resource Link field, e.g., a link to a YouTube video or a file you have stored in DropBox, etc.
      
6. Click Add. The class resource is added to the selected classes and can be accessed under the Resources tab in the Class records.

Add a Class Resource in the Staff Portal

A staff member can add a class resource in the Staff Portal when they are granted access to do so. In a Staff Record > Portal Settings (tab), set Allow staff person to manage resources to Yes.

Add the resource with a link or upload a file for a class in the Staff Portal. The added resource can also be seen in the Class Record > Resources (tab). Note: Resources added in the Staff Portal can't be restricted.

Manage Resources (Edit, View, Delete)

Edit a Resource

From the resource card, click the Edit link to open the Edit resource modal. Here you can edit the resource name, change your audience settings, and either replace a current file (if the resource was an uploaded file) or change the resource location to a link and vice versa. The resource card will update the Modified timestamp and User information to reflect any changes made. Note: there can only be one or the other, it is not possible to have both a file uploaded AND a link in the same resource record. 

View a Resource

Use the View link in a resource card to access the resource. Depending on the resource type, it will either download to your computer or open in a new tab. If it is a resource on the Class record, and you have published it to the Parent Portal and/or the Staff Portal, it can be viewed in the same way, a download or a new tab in their browser.

Delete a Resource

To completely remove a resource from the record, use the Delete link in the resource card. You will be asked to confirm that you want to delete the resource.