Lesson #1 - The Basics

Jackrabbit is accessible from any computer or device with internet connectivity through multiple access options.

Our Support Team generates your initial User ID and temporary Password, which you will receive via email. You will use these credentials to log in to Jackrabbit. If you do not have your User ID and temporary password, contact our Support Team at support@jackrabbittech.com.

There are multiple login methods available on the main login page which is accessed from https://www.jackrabbitclass.com. Bookmark this page for quick access!

• Jackrabbit User ID & Password
• Facebook 
• Google

Jackrabbit User ID Passwords are case sensitive and must contain at least:

• 9 characters
• 1 lowercase
• 1 uppercase
• 1 number

Things happen, and passwords are forgotten or need to be updated periodically.

A Jackrabbit User ID password can be managed by the account User or another Jackrabbit User who has been given the required User Permissions.

The Executive Dashboard empowers you with key metrics, data visualizations, alerts, and more. Dive deeper with quick and easy access to related reports. 

• Understand your data with visualizations that provide a clear picture of trends and patterns.
• Track performance at a glance with key metrics that update in real time.
• Stay ahead of the game with alerts that call out items that need your attention.
• Drag and drop widgets to rearrange your layout.
• Collapse or expand widgets so you can focus on what matters most to you.
  
  

Use the links below to learn about each widget on the Executive Dashboard.

Key Metrics	At a glance information on enrollment and drops,  active records (Family, Student, Class, Instructor), and registrations with quick access to related reports.
To Do Tasks	Assign tasks to yourself and your staff and monitor their progress.
Alerts	View actionable and informative alerts and use quick links to access important information, including upcoming birthdays, waitlists with openings, overdue staff certifications, and more.
Aged Accounts	Aged accounts are broken into time buckets that can be color-coded to alert you to the family accounts that need attention.
Revenue Summary	Bar charts represent your revenue with two options: the current year compared to two previous years or 12-month trailing revenue.
Internal Announcements	Keep your Jackrabbit Users in the loop at a glance.

Let us take you on a tour of your Jackrabbit system!

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Executive Dashboard

When you log in to Jackrabbit, the first thing you'll see is the Executive Dashboard. 

The Executive Dashboard empowers you with key metrics, data visualizations, alerts, and more. Dive deeper with quick and easy access to related reports. 

Familiarize yourself with the features that are explained in the Help section titled The Executive Dashboard.

Menu Bar

The Menu Bar, which is located on every screen, organizes Jackrabbit's main functions. Point your cursor to a menu name to see the menu item's choices.

1. Return to the Executive Dashboard
2. Quick Search Fields
3. Open the Activity Calendar or Classic Weekly Class Calendar
4. Open a new browser window with another Jackrabbit screen
5. Sign out of Jackrabbit
6. Gear icon - used to access system settings
7. Access the Help page
8. Access the Resource Center using the Bullhorn icon (the number in the green circle indicates new information is posted)

Activity Calendar or Classic Weekly Class Calendar

For now, when you select the Weekly Calendar button or use the Calendar link on the Executive Dashboard, either the Activity Calendar or the Classic Weekly Class Calendar will open depending on where you are in adopting the new Activity Calendar.

The Classic Weekly Class Calendar opens in a new window and displays a week-long calendar of classes. 

Learn more about the Classic Weekly Class Calendar

The Activity Calendar opens in a new window and displays classes and events with several views available: Week, Day, Room, Agenda, and Instructor.

Learn more about the Activity Calendar

Quick Search Fields

Jackrabbit has two Quick Search fields. We also refer to them as Global Search boxes.

• find a family...  Search for family name, email, home, or cell phone. 
• find a class... Search for active classes. Use the * symbol to do a wildcard search.

See Search for Information in your Database for more details.

Buttons

Buttons are found throughout Jackrabbit. Click a button to perform a specific action or open another screen.

Tabs

Tabs are located on family, student, class, and staff pages in Jackrabbit. Tabs are separate areas of organization. For example, click the Billing Info tab in a Family record to display a screen specific to the family's billing details.

Links

Links are shortcuts to related records. They are displayed in blue text; once a link has been clicked, it will be displayed in purple.

Drop-downs

Drop-down menus are indicated by a down arrow. When you click on the down arrow, a list of choices displays (drops down).

In the Customize Drop-down Lists article, you'll learn how to customize drop-down menus specifically for your organization.

Jackrabbit organizes and stores your data in Four Main Areas: Family records, Student records, Class records, and Staff records. Each record has tabs to organize information and buttons and links for shortcuts to actions or reports relating to the record. 

The Family record provides a central location for storing and accessing all family information. Each Family record includes tabs to organize information, action buttons for specific tasks, links to related records or actions, and User-defined fields for customization.

The quickest way to access a family's record is by using the Global Search field above the main menu. Enter a name, email address, or phone number to locate the Family record. You can also easily navigate to a family’s record from the All Families or All Students pages.

The Student record is located within the Family record, providing a central location for storing and accessing all student information. Each Student record includes tabs to organize information, action buttons for specific tasks, links to related records or actions, and User-defined fields for customization.

The quickest way to access a student's record is by using the Global Search field above the main menu. Enter a name, email address, or phone number to locate the Family record, where you'll find links to each student in the family. You can also easily navigate to a student’s record from the All Students or All Families pages.

The Class record provides a central location for storing and  accessing all class information. Each Class record includes tabs to  organize information, action buttons for specific tasks,  and links to  related records or actions.

The quickest way to access a Class record is by using the Global Search field above the main menu. In the find a class... field, enter a class name or use a * wildcard search to  locate the record. You can also easily navigate to a Class  record from the All Classes page (Classes menu).

The Class Summary tab includes all class details. Expand each section for a brief description of the fields.

The field options on the Class Summary tab will vary based on the Tuition & Discounting Settings (Gear icon > Settings > Tuition & Discounting).

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Class Name

Designate a Name for the class. See Tips for Naming Your Classes.

*Status

The Status of a class can affect whether it is displayed in the Class Listing Tables or the Parent Portal.

Location

The Business Locations setting (Gear icon > Settings > General > Business Locations - left menu) lets you identify the difference between business activities and manage access permissions for different Jackrabbit Users.

*Room

Indicates where the class will take place. A Room can filter your classes; for example, you can find all classes in Studio A or Pool 1. In the Drop-Down Lists setting (Gear icon > Settings > General > Drop-Down Lists - left menu), you can create a Room value/name. View your class calendar by Room, which is helpful when you create and manage your class schedule.

*Session

Sessions group classes held within a specified time frame and can be helpful with comparative analysis reporting. A Session can cover an entire year or specific parts of a year (e.g., Winter season).

Class Start/End & Registration Start Dates 

Select the class start and end dates. The class will only appear on your calendars or schedules if a start date is entered. The registration start date controls when students can be enrolled in the class and prevents enrollment from starting until you are ready.

Tip: Set the End Date of a perpetual class well into the future so the class will continue appearing on Jackrabbit calendars and schedules.

Days

Select the checkbox(es) for the days the class will meet. You can sort/filter classes by meeting days and ensure they appear on your calendar and schedule.

Start/End Times & Duration

Select the time the class will start and end. In the Organization Default settings (Gear icon > Settings > General > Organization Defaults - left menu), review the Class Duration setting. This setting controls whether the Duration field on the Class Summary tab is automatically calculated when the class times are entered. However, it can be edited on the Class Summary tab if needed. Set this to No to complete the field manually.

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?

If your class will have a registration fee, view the Registration Fee settings before you open registration.

When Do you charge registration fees? is toggled to Yes (Gear icon > Settings > Registration Fees), you are opting to post Registration Fee(s) for New and/or Existing Families in your settings. A registration fee is posted to the family's account when new families register and enroll online or when existing families enroll in the class through the Parent Portal.

When Do you charge registration fees? is toggled to No (Gear icon > Settings > Registration Fees), a registration fee will not be posted, even if the checkbox 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 classes during Online Registration and existing students enrolled through the Parent Portal will not be charged a registration fee.

Tuition Fee

The Tuition Fee is the amount charged to enrolled students each billing cycle when you post your tuition By Class Fee. For example, an organization that bills monthly would enter the amount a student would pay for the class each month.

Per-Day

If your class fees are based on how often a student attends the class during the week, you will select Yes to use the Per-Day setting.

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 a message in the Cart indicating that while the fee is posted, payment will be required later.

Tuition Billing Method

The Tuition Billing Method tells Jackrabbit whether you bill (post tuition) By Class Fee or By Total Hours of class instruction.

Exclude from Multi-Class Discount

When a Multi-Class Discount is calculated, a class with Exclude from Multi-Class Discount selected will not count toward a student's total number of classes. This setting only applies to classes using the By Class Fee Tuition Billing Method.

Exclude from Total Hours Count

When Yes is selected for the Exclude from Total Hours Count setting, the class Duration is excluded from the total hours used to calculate tuition based on the Fee Schedule. This setting only applies to classes using the By Total Hours Tuition Billing Method.

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 tuition fees based on your Tuition Fee Settings (Gear icon > Settings > Tuition & Discounting).

Prorate Tuition

Select this checkbox to Prorate Tuition fees for students who enroll after a Billing Cycle has started, students who have a scheduled drop before the Billing Cycle ends, 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 the Class Search/Filter Settings.

You can edit your drop-down list to contain more inclusive options in addition to male and female from the Gear icon > Settings > General > Drop-Down Lists - left menu > Student > Gender.

Min Age/Max Age

Add optional 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.

• A warning will display when a Jackrabbit User enrolls a student who does not meet the age requirements. The warning is only informational, and the User can still complete the enrollment. Enable the warning from the Gear icon > Settings > General > Organization Defaults > Class Settings - section.
  
• For online registration, the class search results can be filtered on the Online Registration form to show only the classes that match a student's age requirements. A student's eligibility for a class with a Min Age and/or Max Age is based on their age on the Class Start Date. The student's current age is used if the Class Start Date is today or in the past. If the Class Start Date is in the future, the students must meet the age requirement by that date.

Cutoff Date

Enter a Cutoff Date to determine a student's eligibility for a class with a Min Age and/or Max Age requirement based on a date other than the Class Start Date. If a Cutoff Date is entered (optional), the student's age on that date is used to determine if the student meets the age requirements for the class.

*Category 1, 2, and 3

Jackrabbit organizes your system with Class Categories. Category 1 is the most important because it organizes your revenue and enrollment. Categories 2 and 3 are subcategories used to define levels or sections.

Enrollment Max Size/Max Wait

The Enrollment Max Size/Max Wait is the maximum number of students enrolled in the class or on the waitlist.

Description

A brief class description is visible to both staff and customers. Avoid special characters (%, &, *, !, ©, ™, etc.) in the description.

Display on Website

This optional setting controls whether the class will be included in any Class Listing Tables displayed on your website.

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 Listing Tables without a link to register.

Allow Online Registration

The setting controls whether the class is available for families to select when they fill out an Online Registration form or register from your Class Listing Tables. Based on your Online Registration settings (Gear icon > Settings > Online Registration > Settings - left menu), the class is subject to other rules such as available openings, waitlist, age, and gender restrictions.

When set to Yes, the class will appear on the Online Registration form (Select Class - button). If openings are available, the Class Listing Tables will contain a Register link.

When set to No, the class is hidden from the Online Registration form (Select Class - button) and will not have a registration link in the Class Listing Tables on your website.

Allow Portal Enrollment

When set to Yes, the class will be available for families to select when they enroll students in the Parent Portal.

Allow Trial Enrollment

If set to Yes, a Trial checkbox will be added to your Online Registration form, and students can register as a trial. Learn more about Trial Enrollment.

Allow Makeups in Class

When set to Yes (the default), students can be scheduled for a makeup in the class. Set this to No to prevent a makeup from being scheduled.

Class ID

This field will prefill if you import your data 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 or the link to a video uploaded to a video-sharing site. This resource will be accessible from the Parent Portal on the Class Card.

If you have multiple resources you want to share for one class, you can:

• Create a Google doc to compile all the information and share the link for a one-stop shop!

• Set up a Google Drive or Dropbox folder with all your resources in one place and share the link.
• Add a password-protected page to your website, add your files and links, and enter the 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 display for the link, e.g., Watch this Video Tutorial. The maximum character length is 50. If left blank, the URL will appear in the portal instead.

Every organization has policies, or waivers, families must agree to prior to attending classes or using their facility. We recommend you consult with your insurance carrier or legal counsel to determine if the policies you create cover your business needs and how often the policies need to be updated.

Depending on your organization, and the programs offered, you may need to create specific policies for classes, summer camps, travel leagues, team competitions, etc. in addition to default general policies.

Jackrabbit Policies are easy to set up and give you great flexibility!

• Create an unlimited number of policies and update them as needed.
• Policy Groups are created from individual policies and assigned to classes.
• New customers can agree to your policies when they register using the Online Registration form.
• Customers can be automatically prompted to reagree to the policies in the Parent Portal.
• The User Activity Report reflects User actions taken for both policies and policy groups.

These steps will help guide you through the process of creating and managing the legal policies for your organization.

Throughout Jackrabbit, you will see grids, which are sometimes referred to as tables. These grids display the data you have entered into Jackrabbit; they are incredibly robust - allowing you to group, sort, filter for specific information, and more.  Note: the features available in each grid throughout Jackrabbit may vary.

Sample Grid

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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".

Many grids offer column searching, which allows you to find information within a column quickly. For example, on the All Students page, you can enter a student's name in the search field of the Student column. The grid will then display only the rows that contain that name in the Student column. 

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.

If any checkboxes are selected in the first column of a grid, the row menus are deactivated and are no longer visible.

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.

Save time and effort each time you open a grid page to view your data! After you have applied filters or clicked on a data visual, set the grid column widths, and you can save the filtered data as a Favorite.

Saved favorites can be set as a default view and shared with other Jackrabbit Users in your organization. There is no limit to the number of filtered grid views you can save. 

With Jackrabbit's Notes feature, you can create and keep detailed and searchable notes regarding your families, students, classes, and staff. 

The Family, Student, Class, and Staff records each include a Notes tab where you create and store your related notes, and the Notes report allows you to work with the information in all of those records simultaneously, from one place!

• Strengthen communication among your staff; alerts highlight new notes to ensure nothing important is missed.
• Search, tag, and filter all of the notes in the various records and work with them as a group.
• Notes are secure and are only viewable within Jackrabbit.
  
  

The Notes Tab

Notes are stored on the Notes tab in the Family, Student, Class, and Staff records. From this tab, notes can be added, edited, or deleted. You can also search for notes in that record, filter them by tag, and sort them by the date created or modified. 

Jackrabbit's Resources feature lets you upload files and add links to the Family, Student, Class, and Staff records where they are stored on the Resources tab.

• Add a resource to a Class record to share with both parents through the Parent Portal and staff via the Staff Portal, or add it to a Student record to share with parents in the Parent Portal.
• Limit access to sensitive documents to only Users with the required permissions.
• Retain resources when a family is placed in the Lead File and later restore them.
  
  

The Resources Tab

Each record features a Resources tab where you can upload files and add links (URLs). For example, add a Google Doc link with instructions in the Class record or upload a permission form document to the Family record. 

• The Resources tab in each of the Family, Student, Class, and Staff records displays the number of resources on file.
• Each record type can store up to 15MB of data, with usage shown as a progress bar and available space counted down.
• Sort the resources by date created, modified, or alphabetized by resource title or filename.
• Each resource card displays a timestamp for the date created, the User who added the resource, the resource name, file name or URL, time/date, and the name of the User who last modified the resource.
• A badge indicates a restricted resource. Note: The card for a restricted resource will not display to Users who don't have the View Restricted Files User permission.
• A resource shared to the Parent or Staff Portal will display a badge in the Class record to indicate that it has been published.
• A resource shared to the Parent Portal will display a badge in a Student record to indicate that it has been published.
• Manage each resource via the links in the Resource card to Edit, View, or Delete.

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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. Click the + New buttonon the Resources tab to open the Add a resource window.
3. Add a Name to the resource. This will appear in the Resource card on the Resources tab.
4. Select the Audience:
   
   • Is this a restricted resource? This is off by default. Toggle it on to restrict access to specific Users. 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 visible in the Parent Portal.
5. Select the Resource location:
   • I'll upload it - Select the files to upload. Accepted file types include:
     

     .doc	.pdf	.jpg	.txt	.xls	.jpeg	.odt	.rtf	.html	.epub	.png
     .mp3	.mp4	.csv	.eml	.docx	.xlsx	.tex	.wks	.wps	.wpd	.mov4

     
     
   • I'll link to it - Enter the URL in the Resource Link field, such as a YouTube video link or a Dropbox file.
      
6. Click Add, and the resource will be added to the record.

Add a Resource in a Student Record

Follow these steps to add a resource to an individual Student record. 

1. Go to the Students menu > All Students.
2. Locate and open the student's record.
3. Select the Resources tab and click the + New buttonto open the Add a resource window.
4. Add a Name for the resource. This name will appear on the Resource card.
5. Select the Audience:
   • Is this a resource for parents? Toggle this on to enable parents to view the resource.
   • Is this a restricted resource? This is off by default. Toggle it on to restrict access to specific Users. 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 visible in the Parent Portal.

     Student resources are displayed on the Resources tab of the student information in the Parent Portal.

6. Select the Resource location:
   • I'll upload it - Select files to upload. Accepted file types include:
     

     .doc	.pdf	.jpg	.txt	.xls	.jpeg	.odt	.rtf	.html	.epub	.png
     .mp3	.mp4	.csv	.eml	.docx	.xlsx	.tex	.wks	.wps	.wpd	.mov4

     
     
   • I'll link to it - Enter the URL in the Resource Link field, such as a YouTube video link or a Dropbox file.
     
     
7. Click Add, and the resource will be added to the Student record.

Add a Resource in a Class Record

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

1. Go to the Classes menu > All Classes.
2. Locate and open the Class record.
3. Select the Resources tab and click the + New button to open the Add a resource window.
4. Add a Name to the resource. This will appear on the Resource card.
   • A Class resource published to the Parent Portal will display as a View Resources link on the Class card.
   • A Class resource published to the Staff Portal will appear on the Manage Classes tab > Actions > Resources (button).
5. Select the Audience:
   • Is this a resource for parents? This is off by default. Toggle it on to display in the Parent Portal.
   • Is this a resource for staff? This is off by default. Toggle it on to display in the Staff Portal.
   • Is this a restricted resource? This is off by default. Toggle it on to restrict access to specific Users. 
     When restricted, only Jackrabbit Users with the View Restricted Files User permission can see the resource. Note: If the file is restricted, the resource will not be visible in the Parent Portal.

     A View Resources link on the class details card provides access to Class resources in the Parent Portal.
     A Resources button on the Manage Classes tab provides access to Class resources in the Staff Portal.

6. Select the Resource location:
   • I'll upload it - Select the files to upload. Accepted file types include:
     

     .doc	.pdf	.jpg	.txt	.xls	.jpeg	.odt	.rtf	.html	.epub	.png
     .mp3	.mp4	.csv	.eml	.docx	.xlsx	.tex	.wks	.wps	.wpd	.mov4

   • I'll link to it - Enter the URL in the Resource Link field, such as a YouTube video link or a Dropbox file.

7. Click Add, and the resource will be added to the Class record.

Add a Resource to a Single Class in the All Classes Grid

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 column search field and enter the class name.
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. Add the resource directly to the Class record as detailed in the Add a Resource in a Class Record section above.

   Use the Class  Row Menu

   Click the Row menuin the class row. Select Add Resource. Complete the information in the Add a resource window. Enter a Name. This will appear in the Resource card. Select the Audience: Is this a resource for parents? This is off by default. Toggle it on to display in the Parent Portal. Is this a resource for staff? This is off by default. Toggle it on to display in the Staff Portal. Is this a restricted resource? This is off by default. Toggle it on to restrict access to specific Users. 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 visible in the Parent Portal. Select the Resource location: I'll upload it - Select the files to upload. Accepted file types include: .doc .pdf .jpg .txt .xls .jpeg .odt .rtf .html .epub .png .mp3 .mp4 .csv .eml .docx .xlsx .tex .wks .wps .wpd .mov4 I'll link to it - Enter the URL in the Resource Link field, such as a YouTube video link or a Dropbox file. Click Add, and the resource will be added to the record.

Add a Resource to Multiple Classes in the All Classes Grid

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 iconto filter the classes if needed.)
2. Select the classes to which you want to add a resource:
   • Leave the checkbox in the first column of the grid clear. This will automatically select all classes in the grid.
   • To select classes, select the checkbox in the first column of the grid for each class you want to work with.
3. Click the More icon> Add Resource.
   
   
   
4. Complete the information in the Add a resource window.
   • Enter a Name. This will appear in the Resource card.
   • Select the Audience: 
   • Is this a resource for parents? This is off by default. Toggle it on to display in the Parent Portal.
   • Is this a resource for staff? This is off by default. Toggle it on to display in the Staff Portal.
   • Is this a restricted resource? This is off by default. Toggle it on to restrict access to specific Users. 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 visible in the Parent Portal.
   • Select the Resource location:
     • I'll upload it - Select the files to upload. Accepted file types include:
       

       .doc	.pdf	.jpg	.txt	.xls	.jpeg	.odt	.rtf	.html	.epub	.png
       .mp3	.mp4	.csv	.eml	.docx	.xlsx	.tex	.wks	.wps	.wpd	.mov4

       
       
     • I'll link to it - Enter the URL in the Resource Link field, such as a YouTube video link or a Dropbox file.
        
   • Click Add, and the resource will be added to the selected classes.

Add a Class Resource in the Staff Portal

When granted access, a staff person can add a class resource in the Staff Portal. To grant access, go to the Staff record. On the Portal Setting tab, set Allow staff person to manage resources to Yes.

You can add the resource with a link or upload a file for a class in the Staff Portal. The added resource is also in the Class record > Resources (tab). 

Note: Resources added in the Staff Portal can't be restricted.

Click here to see this in action (GIF).

Manage Resources (Edit, View, Delete)

Edit a Resource

From the Resource card, click Edit to edit an existing resource. You can update the resource name, adjust audience settings, 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 date modified timestamp and User information to reflect any changes made. 

Note: A Resource record can only contain an uploaded file or a link, not both types.

View a Resource

Select View in a Resource card to access the resource. Depending on the resource type, it will download to your computer or open in a new tab. If the resource is in the Class record and published to the Parent Portal or Staff Portal, it can be viewed via download or in a new browser tab.

Delete a Resource

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

Use the All Families or All Students pages with the Resources filter (in the Family or Student Details section) to locate families or students that either have or do not have resources on file.

When you have worked through all of the articles outlined in the lesson, select the Take the Quiz button to be taken to the Lesson #1 Quiz where you can test your understanding of the concepts in this lesson.  You will be asked to enter an email address for quiz results to be sent.

Quiz #1 - The Basics

Return to Jackrabbit Basics Menu to continue to next lesson

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