Homeroom and Proctor Tables

Homeroom Fields

Homeroom Name -  the name of the location.

Website code - name that matches how the location is displayed in the partner website.

Homeroom code - an abbreviation for the site that is used to match to Moodle Cohort ID.  

Client ID - client ID uniquely identifies the organization that operates the homerooms in the CRM.

Enrollment website - the link to the provided enrollment site.

Proctor Fields

CRM Contact ID - the unique ID record in the CRM for the Proctor.

Contact detail: first. middle, last name, email address, physical address, cell phone number from CRM

Select homeroom - only one may be selected.

Word Press Workflow

FLC administrator adds a new location - a gravity form is completed in FLC requesting the new location name or to change a location name.

The location name change or add or subtract 1) changes the list in the Word Press site and 2) adds/decommission/edits the name of the homeroom record in PEMS.

When the homerooms and the enrollment location lists are an exact match, then when a student submits an enrollment form, the student can be automatically assigned to a homeroom.

CRM Workflow

When a new contract is signed in CRM, an associated homeroom record is created for the client.  The client ID is tracked in the homeroom record.  As a clients adds or deletes locations  contracts are updated and homeroom records are correspondingly updated.

In CRM, proctors are the client's employees, or contacts that are associated to the organizations.  The client completes a gravity form on their enrollment website to add a proctor.  Once submitted the form creates/updates the CRM. The new contact record in CRM triggers the creation of a proctor record in SIS.