MitzvahManager

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Students

Students

Each student has a page with their ceremony, readings, Programs, lessons, practice, staff and family. The Students page lists your students and what each one needs.

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The Students page

Open Students in the sidebar. Administrators and staff with Manage Student Data see every student. Other staff see the students they work with. At the top, Ready to wrap up lists students whose ceremony has passed. Below it, a summary shows your number of students, how many Need you, ceremonies in the next 90 days and the next ceremony. Press a label in the Ceremony dates bar to list those students. Each row shows:

  • The student's name, with Not enrolled, Paused, Completed or Withdrawn when they are not Active.
  • What needs you for that student.
  • Their ceremony, Tutor and number of family members.

The list starts with Not enrolled, Active and Paused students. Use Filters to change the Standing shown, and Search students to find a name. In the ⋯ menu, View as Table shows columns you choose with Edit Columns, and administrators can Save View for everyone who sees the roster.

Adding students

Administrators add students with Add Students, which needs a MitzvahManager subscription. A student moves through three steps:

  • Add: puts the student on your roster, to plan their Programs, ceremony date and staff. They are Not enrolled and use no seat.
  • Enroll: when you're ready to start, select the students and choose Enroll, or choose Enroll Student on a student's page. Each enrolled student is Active and takes a seat. When the students you choose outnumber the open seats, nobody is enrolled until you choose fewer or add seats.
  • Invite the family: choose Invite the Family on the student's page, any time after you add them. The guardian you pick sets up the family's access and gives consent, and the accounts open once the student is enrolled and their Programs are set up.

How Students Move Through MitzvahManager, under Works well with, walks through each step.

Two ways to add

Add Students offers two ways in:

  • Add a Student: one student and their family, entered by hand. Enter their First Name and Last Name, choose up to three Programs, and add the Birth Date, guardians, gender, email and phone if you have them, and their ceremony date if they have one. When a guardian sets up the family's access, they check the student's name and gender and choose how the student signs in.
  • Import a Spreadsheet: your roster from Excel, Google Sheets or a CSV file. Upload or paste a table with one row per student, match its columns, choose Programs and review every row before anything is added. The import adds new students only.

When the ceremony planner suggests a date, it starts from the dates the family prefers.

The student page

A student's page has these tabs:

  • Overview: what needs you, the student's Staff and Family, and their details.
  • Ceremony: the ceremony date and its status, and the passages the student reads.
  • Preparation: Programs, milestones and blockers.
  • Appointments: lessons that need an outcome, upcoming lessons and past lessons.
  • Practice: assigned and completed practice, and recent practice sessions.
  • Messages: messages about the student with staff and family.
  • History: what changed on the student, and who changed it.

Only administrators and the student's primary tutor see Practice and Messages. Edit Student, in the ⋯ menu, changes the student's details and practice settings.

Needs you

Needs you lists what a student is waiting on, each with one action, such as Choose a date, Confirm the date, Setup unanswered, No Tutor or Service not prepared. Each item belongs to one person, and you see the ones that are yours.

Standing

A student's standing is Not enrolled, Active, Paused, Completed or Withdrawn. A student starts Not enrolled and is Active once enrolled. Only Active students use a seat. Changing standing deletes nothing. Administrators change it from the ⋯ menu on the student's page: Pause Student, Mark as Completed, Mark as Withdrawn or Reactivate Student. Wrap Up after the ceremony also completes the student. A ceremony date never changes standing.

Cohorts

A cohort is a group of students, such as one grade or one ceremony year. Open Cohorts at the top of the Students page. A cohort's page shows its students, what needs you and who is ready to wrap up. A cohort's Ceremony location applies to its students unless a student has their own. All staff can open cohorts. Administrators and staff with Manage Student Data create, change and archive them.

Consent and inviting the family

An administrator or the student's primary tutor starts the family's access with Invite the Family, any time after the student is added. You choose which guardian answers and which guardians get a MitzvahManager account. The guardian who answers gets one email: they check the student's name and gender, choose whether the student gets their own sign-in or practices through the guardian's account, and give consent. On the Students page, Send Consent Forms sends it for the students you select. The accounts open on their own once consent is given, the student is enrolled and each of their Programs is set up, whichever comes last. Each guardian you picked gets an email to create their MitzvahManager account, or to sign in if they already have one. They can then see the student's lessons, appointments and assignments, message the student's tutor, and manage the student's practice account. A student who uses a guardian's account practices through it, and the guardian can give them their own sign-in from My Students.

Frequently asked questions

Why is a student missing from the Students page?

The list starts with Not enrolled, Active and Paused students. Change Standing under Filters to see Completed and Withdrawn students. Staff without Manage Student Data see only their own students.

When does the family get access?

Once a guardian has given consent, the student is enrolled and each of their Programs is set up, whichever comes last. Until then, the setup bar on the student's Overview shows where they are, and the main button on their page is the next thing to do.

Can I change a student's readings?

Yes. A student reads what your organization sets in Settings under Ceremonies, on the Readings tab, unless their Program has its own. To change one student's, an administrator opens the Ceremony tab, chooses Edit Reading Scope in the readings menu, and picks Customize.

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