6.4.2: Create and Edit a Custom Group

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6.4.2

6.4.2: Create and Edit a Custom Group

Overview

Custom groups can be created to easily tag groups of students for tracking purposes. These groups may be from different classes or grade levels, gifted students, students in after school programs, RtI tier students or students being tracked for a student achievement study. Custom groups allows you to easily generate reports for a targeted group of students. Note: Only district level managers can create a custom group. School site managers can add and remove users to/from a custom group - but only users that are in their school group.

Create Custom Group

Step 1

Action From the Administration Tab, click on the Groups Sub Tab.

2

Click on the Create Custom Group button.

3

Enter the name of the custom group in the Group Name box. Follow steps 4-10 below to add students to the custom group.

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Search for Users

Step

Action

4

Click the Add/Remove button.

5

Search for users to add to the custom group. On the right hand side of the screen, enter your search criteria. Search criteria includes: •

Search within the user's current school group



Search by user last name



Search by grade level



Search by demographic Search Criteria

6

Click Search.

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Step

Select Users

Action

7

Select the users for the custom group on the right side by placing a check beside the student(s) name(s).

8

Click the Add Users to Group button.

9

(Optional) Reset the search as needed by clicking the Reset Search button. Then repeat steps 5-8 above.

10

Click the Save button.

Note: To remove a user from the custom group - Hover your mouse over the user’s name; click on Remove.

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6.4.2: Create & Edit a Custom Group, continued

Edit Custom Group Details

Step 1

Action Optional: From the Administration tab > Groups sub tab: A) Expand the Custom Group section by clicking on the + symbol. B) Click on the name of the custom group you wish to edit. You can:

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4



Change group name.



Add additional users to group by clicking the Add/Remove button.



Remove users from group by clicking the Add/Remove button.

Click the Save button if changes were made.

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