Manually Input Site Staff

Usually, sites and site staff are loaded in bulk using an excel template and a data load. Sometimes, however, you need to add some additional site staff members, but there are not enough of them to warrant a full data load. In this case, you can easily enter these staff members into Tk20 manually.

There are several different ways to enter site staff manually.


Option 1: Enter staff as a User
  1. In Tk20, navigate to Administration Users and click the green “Create New User” button.
    Create-New-User.png

    Create New User
     

  2. In the next window, select the appropriate role that you want this user to have (e.g., Site Staff, Cooperating Teacher, Field Instructor, etc).
  3. Input all required information and any optional information that you would like included in this users record.
    • NOTE: For Site Staff, best practice is to use their email address as their username and PID, in addition to their email address.
    • NOTE: Though the email address field is not required in the user record, you MUST include an email address for site staff if you want them to receive the emails that Tk20 sends out with links to their Field Experience Forms.
  4. In the “Site” section of the user record, click the green plus button to align this user to a site.
    Add-Site.png

    Align a Site
     

  5. Once you have selected the appropriate site(s), click the green “Add” button at the bottom of the page.
  6. When you complete the users record, click “Create.”
Option 2: Enter Staff within a Site Record
  1. In Tk20, navigate to Field Experience Sites.
  2. Search for the site to which you would like to add staff. Click the name of the site to open the site record.
  3. At the top of the site record, navigate to the “Staff” tab, then click “Create New User.”
    User-in-Site-Record.png
    Create Staff in Site Record

     

  4. Input all required information and any optional information that you would like included in this users record.
    • NOTE: For Site Staff, best practice is to use their email address as their username and PID, in addition to their email address.
    • NOTE: Though the email address field is not required in the user record, you MUST include an email address for site staff if you want them to receive the emails that Tk20 sends out with links to their Field Experience Forms.
  5. When you complete the users record, click “Create.”

Option 3: Create Site Staff during Student Placement
  1. In step 3 of the Student Placement wizard, after you have clicked the green plus button to add a new placement and selected your placement template, click on the placeholder you would like to fill.
    Placeholders.png
    Select Placeholder
  2. To fill this placeholder with a site staff member who does not yet exist in Tk20, scroll down below the search box and click the green “Create New Staff” button.
    Create-New-Staff-in-Placement.png

    Create Staff during Placement
     

  3. Input all required information and any optional information that you would like included in this user's record.
    • NOTE: For Site Staff, the best practice is to use their email address as their username and PID, in addition to their email address.
    • NOTE: Though the email address field is not required in the user record, you MUST include an email address for site staff if you want them to receive the emails that Tk20 sends out with links to their Field Experience Forms.
  4. In the “Site” section of the user record, click the green plus button to align this user to a site.
  5. Once you have selected the appropriate site(s), click the green “Add” button at the bottom of the page.
  6. When you complete the user's record, click “Create.”
 
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