The videos below are narrated screen recordings covering various features of the Catforms Records Program. These videos do not link to YouTube or other video sharing websites.
1. Basic Navigation
The following video introduces the basics of logging in and navigating around the program, using the sample Maple Falls community. Some of the subjects covered include login information, selecting a role, changing between list and detail views, sorting and filtering a list view, and exporting a list to a CSV file.
2. Enter, Edit, and Delete a Record
The following video demonstrates basic data entry using a new person in the Maple Falls community. Subjects covered include locking and unlocking, saving, refreshing, and deleting. Photo and document uploads and limits are described. Errors and warnings are demonstrated, including a very old date, a date in the future, and an attempted duplicate first name, last name, and birth date.
3. User Roles
The following video outlines the five main user roles in the program: Community Administrator, School Administrator, Principal/School Secretary, and Teacher. It covers how they are designated, their menu views, and their editing rights and restrictions.
4. New Community Setup
The following video illustrates the steps the community administrator takes to start a new, empty community. This includes adding new people, adding a family from those people, entering contact information, entering locations and assigning them as addresses, entering new users, linking new users with people from the community, entering a new school, linking people from the community as school personnel, and designating one of those school persons as a school administrator.
5. Setting Up a New School
The following video continues the sequence of setup in the community of Anywhere NY. The school administrator sets up the school information, including settings, contact information, personnel, families, rooms, courses, conduct items, inventory, and more.
6. School Year Setup
The school administrator sets up a new school year. In the following video, we see the steps taken to do that.
7. Principal's Activity
The principal is responsible to set up student class enrollments; manage staff records, such as attendance and substitutes; and enter student scores, attendance, and conduct. The principal can enter records for all students, regardless which homeroom they are in.
8. The Teacher
The teacher assigns students in his/her homeroom to classes, and records attendance, conduct, and class scores for those students.