This page provides access to a collection of guides relating to the Primary and Secondary Assessment modules, arranged into sections that follow the typical sequence of tasks when setting up. The structure is designed to make it easier to work through this area step by step, from initial configuration through to everyday use.
Primary Assessment
Primary Tracker Wizard Setup & Marksheet Use
- How to Set up Primary Tracker – Summative Assessment Sheets
- How to use the Summative Target Setter
- How to Set up Primary Tracker – Formative Assessment
- How To Set up Primary Tracker – Standardised Tests
- How to Set up Primary Tracker – Early Years Assessment Sheets
- How to Import Summative Assessment Data
- Primary Data Collections
- How to run reports on Primary Data Collections
- How to Set Stage Assessment Sheet Configurations
- KS2 Teacher Assessments (including Year 4 MTC) Guide
- Key Stage 1 Teacher Assessment Guide
- How to Administer the EYFS Profile Return
- Phonics Screening Check Guide
- How to Import a CTF with KS2 results
Secondary Assessment
- How to Set Assessment Configurations
- How to use My Account for Assessment
- How to Manage Comment Banks
- How to Add Staff to a Year Group (Including Head of Year)
User Defined Assessment Components
Assessment Template Creation & Maintenance
- How to Create an Assessment Sheet
- How to Add Columns for Data Entry
- How to Add Columns for Data Review
- How to Add a Formula Column to a Marksheet
- How to Add Stage Assessments to a Marksheet
- How to Create a Student broadsheet in Assessment
- How to Lock an Assessment Sheet
- How to Export & Import Assessment Templates
- How to Manage Tracking Templates
- How to use Template Processing
- Assessment Template Associations (Flowchart)
Analysis Data Transfer
Template Creation & Use (Settings, Data Scope & Cohort)
- How to Set Up Analysis for Assessment – Summary
- How to Set up Analysis for Assessment – Grade Distribution
- How to Set Up Analysis for Assessment – Student Grade Analysis by Subject
- How to Set Up Analysis for Assessment – Grade by Group Summary
KS4 Performance Dashboard
Related Articles
Primary
- How to Create an EYFS Individual Student Data Report
- How to Distribute Primary Tracker Assessment Tracking Templates within Vision
Secondary
- How to view Assessment Reports
- How to Create Assessment Grids
- How to Create Curriculum Assessment Templates
- How to Create Assessment Templates to be Distributed Through Vision
- How to Use Centralised Import or Export
- Setting Up Fine Assessment
Assessment Webmerge
Important: The guide below refers to an older version of our Reports module, which not all schools will have access to.