Roster Settings
Rosters are groups of students. Each user-defined
Depending on your permissions, you can add, edit, and delete user-defined rosters. Rosters are a great way to organize students
When creating rosters, follow the guidelines below:
-
Rosters should ideally include about 25–30 students. If a roster is too large or too small, it may affect the credibility and usefulness of the data available in reports.
-
When naming rosters, use a clear and consistent naming convention that indicates the grade, roster name, teacher, and/or period as applicable. For example, an elementary school class roster may be named “Gr3Jones24-25” and a secondary school class roster may be named “AikenPeriod3Eng9A24-25”.
A few restrictions to be aware of when creating rosters:
-
Each user-defined roster can only be associated with one school.
-
You can only add students who are enrolled in the school or corporation associated with your user account.
Adding a Roster
You can create new rosters one at a time.
-
From the Features & Tools menu, select Add Roster. The Roster Manager window appears, showing the Add Roster form.
-
If necessary, select the corporation and school for the roster from the dropdown lists.
-
Enter a roster name.
-
To ensure that the roster is available in Centralized Reporting, keep the Reporting Roster dropdown list set to Yes.
-
Select a teacher name.
-
Decide how you want to add students:
Quick Roster tab (search adds students automatically, manually remove students to edit)
Use the Quick Roster tab to create a roster from a group of students. Once you select the search criteria, all students who meet those criteria are automatically added to the roster after you select Create Quick Roster. You can remove students manually by selecting
next to individual students or select Remove All from the top of the grid. Selecting Save creates your roster.
Student Search tab (search finds students that you add and remove manually)
Use the Student Search tab for a more traditional search function, including the option to find specific students by ID or name. After you return results, select
to add individuals or select Add All from the top of the grid.
To return fewer students, limit your search by adding more criteria. Expand the Additional Fields section to add student information criteria as available.
-
Optional: After results appear under Selected Students, change the information that displays about students.
Show more information dropdown: Select or clear additional columns under Available/Selected Students grids.
Use the Filter field to limit students to those who match the text you enter.
This keyword search only finds text in the grid. Be aware if you enter
11
to find students in 11th grade, any content with the text “11” will display. This could potentially pull in results you did not intend to find.After you save, rosters may be changed from the Edit Rosters screen.
Viewing/Editing a Roster
You can view and/or modify a single existing roster by changing its name, changing its associated teacher, adding students, or removing students.
-
From the Features & Tools menu, select View/Edit Rosters. The Roster Manager window appears, showing the View/Edit Roster form.
-
Select the corporation, school, and roster type as needed for the roster you wish to edit. Optionally, select a teacher.
-
Select Search. Select View Results to view the results in your browser.
-
In the list of retrieved rosters, select
for the roster whose details you want to view. The View/Edit/Export Roster window opens.
-
To add students, select Find Students. Select the Student Search tab to add individual students manually, or select the Quick Roster tab to add a group of students and then remove individual students who do not need to be on the roster. After you return results, select
to add individuals or select Add All from the top of the grid.
Note that each user-defined roster can only be associated with one school, so the search options do not include a way to search for a school.
-
To remove students, select
next to an individual student or select Remove All from the top of the grid.
-
Select Save, and in the affirmation dialog box select Continue.
Uploading Rosters
If you have many rosters to create, it may be easier to perform those transactions through file uploads. This task requires familiarity with composing comma-separated value (CSV) files or working with Microsoft Excel.
-
From the Features & Tools menu, select Upload Rosters. The Roster Manager window appears, showing the Upload Rosters: Upload page.
-
Select Download Template on the right and select the appropriate file type.
-
Open the template file in a spreadsheet application, fill it out, and save it.
-
On the Upload Rosters: Upload page, select Choose File and select the file you created in the previous step.
-
Select Next. The Upload Rosters: Preview page appears. Use the file preview on this page to verify you uploaded the correct file.
-
Select Next to validate the file.
Any errors or warnings are displayed on the Upload Rosters: Validate page. If a record contains an error, that record will not be included in the upload. If a record contains a warning, that record will be uploaded, but the field with the warning will be invalid.
- To revise the file before uploading, select Upload Revised File.
- To view a list of issues with the file, select Download Validation Report.
- To continue with the upload regardless of errors or warnings, select Continue with Upload. The confirmation screen appears.
provides the guidelines for filling out the Roster template that you can download from the Upload Rosters: Upload page.
Column Name | Description |
Valid Values |
---|---|---|
|
|
|
|
|
|
|
Email of teacher associated with the roster. |
|
|
Name of roster. |
|
STNa |
|
Up to nine alphanumeric characters. |
Actiona | Action column to add or delete students from the roster. |
Add – adds student to roster. Delete – deletes student from roster. |