Step 1: Verify that locker ranges are accurate

• Need to make sure that locker locations reflect homerooms.
• Create / Edit Locker Locations:    Path: System Administration > Resources > Resources > Locker Location Tab
• To create a new location, click the New button.  Give the location a name, like "Room 100"
  • Repeat for all of your homerooms, giving them a unique name.
• Next, switch to the Lockers tab
  • Click on an individual locker
  • Change the location to what you need it to be.  Repeat for each locker, assigning it to the correct homeroom.
• When finished, you should be able to filter on a location and only see lockers in the range you entered.

Step 2: Create an Ad-Hoc Filter for each homeroom

• Open AdHoc Filters   - Path: Ad-Hoc Reporting > Filter Designer
• Create a new folder called Homerooms

• Go to the group _ALL CCS Reports
• Find the Lockers by Homeroom TEMPLATE filter, and create a copy

• Select the copy, then click the Edit button

• Rename the Filter to something that makes sense for you, like:  Homeroom 100A

• Save to the new folder you created above
  • Select the folder name from the drop list
  • Click Save

• With the Filter still open, click on Filter Parameters at the top of the screen

• On the Filter Parameters screen, enter the homeroom period (for most schools this is a 1) and the room number (100A in this example) where indicated

• After making the changes to the Filter Parameters, click the Save and Test button to see the results
  • You should see a list of students for the homeroom you queried for
• After this report is complete, you should make a COPY for each of your homerooms
  • Go to Ad-Hoc Reporting > Filter Designer
  • Open the Homerooms folder
  • Click on the report you just created, then click the Copy button
    
    
  • Continue clicking the Copy button, once for each homeroom that you have.  Your list will look similar to this: 

• • Next, choose one of the copies, and repeat the process to rename, update the filter parameters, and test.
  • Continue until you have an Ad-Hoc for each homeroom
  • Your list should look something like this when finished

Use Locker Schedule Wizard to assign Lockers

Path:  System Administration > Lockers > Locker Schedule Wizard

• Choose Locker Type (Academic in most cases)

• Choose a filter from the drop list (no need to choose a grade if you use a filter)

• Choose "No, assign students locker in the groups I choose" 

• Select the correct locker group that corresponds with your filter.  In this example, we want "Gym"

• Determine how you want students arranged in this set of lockers

• Leave locker sort at Alpha (this is the default)

• If you need to double assign lockers, you can do so by checking the box (this is not common)

• Enter the start date for the assignment.  Default is today's date

• Enter the end data for the locker assignment
  • Recommend using the last day of school

• Click the Schedule Lockers button
• When completed, a report will appear showing students that had their lockers assigned.
  • You may also see a list of students that did not receive locker assignments.  If this is the case, read through the troubleshooting steps to determine the reason.