Updating Student Data for the New School Year

There are some updates that will need to be done annually, after July 15th, at the beginning of the school year.

Below are instructions on how to

• update grades for students who are advancing
• update the school for students moving between buildings
• review evaluation and meeting dates
• review for missing data

1. Click on Reports
2. Click on the Export of Student Data Report
   Select the Placement District
   Click on Create CSV
3. Update the missing data in the spread if need be
4. Increase the students grades in column U if the student will be advancing to the next grade
5. Update the student's school in columns S and W if the student is moving between buildings
6. Check meeting and implementation dates in columns AS,BA, BB and check into them if need be
7. Save the spreadsheet in a CSV format
8. Go to Students>Manage Students>Import from File
   1. 1. Select the Placement District
      2. Staff Access - students data can be updated in a way where the students could be saved in several CSV files and then attached to a Staff member
9. Choose the CSV file on your computer
10. Click on Import
11. Under the Import Button, there is a list of Recent File Imports and the file will be in the Completed column when the import has completed.
12. We recommend running the Export of Student Data report (step 2) again to verify the updates by spot checking the data