Views: When you open Harmony you are looking at views. They have been designed, changed and updated
along with customer recommendations. Harmony 3 is an web view of the data in Harmony 2. It has its own
views and presentation of the data, plus the ability to create charts and graphs on many elements.
Refresh: What we tell you to do all the time. F9 Key It reloads the view. If you make an change and do not see
it on the screen then the best practice is to do the F9.
Go to: takes you to all the views that are available to you.
All (for Design): Where all documents that have been created for the database reside. It can be very helpful. It
can also remove all your documents in a very small amount of time. This is what the data would be like withour
views. Be extra careful when you use this view. Changing and manipulative this view will immediately change
your data.
Some of the views:
Why views are very important.
1. When you are exporting data, you need to be in the correct view when selecting documents.
2. To find the data you want you will need to look in the correct view.
3. Columns in some views can be sorted. (We get many calls during the year when someone has sorted
their view and tell us it does not look/ work correctly anymore.)
4. You can find information faster by selecting the correct view.
How do you know which view has what information?
Highlight a document - right click – document properties
OR
Created – the orginal creation date
Modified – date and time of last modification
Modified by – the log in that changed the record
Fields: Will show you the fields and the values in those fields
The left panel is alphabetic list for fields and you have a scroll bar. The panel of the right gives the information
about that field.
I have scrolled to the “Form” field. This form is phone call.
If you want the fields from a phone call for an export, you need to have that group of forms selected. You can
do that in All (for Design) or (view) Phone calls by teacher.
You cannot write to the properties panel. You must change the field in the document.
Actions –( other ) – Change field value for text - And change number value for numbers
Text is always in quotes. Numbers do not have quotes.
To change text values in a field for one or many students:
1. Go to the view where the correct information is located.
2. Select the documents you want to change the values on. BE EXTRA CAREFUL YOU ONLY HAVE THE
ONES YOU WANT TO CHANGE.
3. Actions – (other) – change field value (if text). Run
4. Type in the field name you want to change. OK
5. Type in the value you want in the field. OK
All the documents you selected will have the value in the field you designated.
To change the number value in a field for one or more students:
1. Go to the view where the correct information is located.
2. Select the documents you want to change the values on. BE EXTRA CAREFUL YOU ONLY HAVE THE
ONES YOU WANT TO CHANGE.
3. Actions – (other) – change number value (if number). Run
4. Type in the field name you want to change. OK
5. Type in the value you want in the field. OK
All the documents you selected will have the number value in the field you designated.
Check café – will check if student is in the food service program – A. if present, it will update but not duplicate
B. if not there, then it will add the student
Check district – will check the Harmony Central Office database to see if student is present: A. if present, it will
update but not duplicate B. if not present, it will add the student
Check media – will check the Harmony media center database to see if student is present: A. if present, it will
update but not duplicate B. if not present, it will add the student
Lunchnum
Make Handouts – will create students schedule from existing student class documents, create a textbook rental
document from those same documents.
SIF Agent
Utilities:
Come back to that one in a second
Add School year: It will add a school year of your choosing to a student. You must have the student document
selected.
Other: Additional actions we will cover later
Categorize: It will let you add categories to a document if categories have been specified for the document.
Edit document: Will open in edit mode any document you have selected
Send document: If there is a send to field in the document it will email that document to that address
Forward: Will bring up Notes mail and let you address it to send the selected document
Move to folder: Will move the document to a folder if you have them set up in Notes. It does not move to your
My documents folder.
Remove from folder: Will remove from the folder if you have any set up
Add New:
Dashboard view: Gives you the dashboard view in html. It became Harmony 3 view
View Options:
Preview in Web Browser:
Make Response: It will reconnect a document to the parent document
You have to find the document id. In this case the parent document is the school year. Highlight the school year
– right click – properties – go to the + sign – click in Identifier box – hit end – copy the number after the /.
Actions – other - make response – paste number in pop up box – OK.
Make SY Response: It will reconnect a document to the school year.
HARMONY 3:
Things you should not do in Harmony 2 when you have Harmony 3 grade books.
1. Finalize a grade book. If working in 2 to fix a grade book you need to go to 3 and finalize it.
2. Add scores in Harmony 2 to a grade book.
3. Save an assignment.
Please please call or send email if you have questions about any of the procedures
John Robertson
317-704-7215
[email protected]