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How to Administer the Phonics Screening Check to Year 2 Pupils

Note: The processes below are subject to having the relevant roles and permissions.

This article is aimed at those responsible for administering the DfE Phonics Screening Process.

Please see here for DFE guidance on administering the phonics screening check.

This guide shows you how to:

  • Setup access to the Assessment Sheet List
  • Configure the Stage Assessment Sheets
  • Access the Stage Assessment Sheets
  • Input Individual Student Data into the Stage Assessment Sheets
  • Print or Export the Stage Assessment Sheets.
  • Create a Phonics CTF to then upload to Collect

Setup access to the Assessment Sheet List

To set Permissions for access to the Assessment Sheets List where the Stage Assessment Sheets are located, from the left hand menu go to Config then Set Up and Role and Permissions.

From the dropdown list select the required Role and Edit. From the Module dropdown choose Assessment.

Scroll down to Routines and ensure Assessment Sheets List is ticked as Access.

Configure the Stage Assessment Sheets

From the Menu on the left go to Config and then Assessment and Configurations, or use the Global Search Tool.

Tick Enable Sheet Users and you will see the config box:

Select the relevant parameters:

  • Enable Sheet Users – selecting this option will only allow the selected Roles and selected Staff in the Selection List to access and input data in the Stage Assessment Sheets.
  • Select individual users – use the blue magnifying glass to open the Staff selector page and select more than one member of Staff who are not defined in the Roles who also need access to the Stage Assessment Sheets. Alternatively type the Staff name into the box, if selecting a single member of Staff. The selected Staff will appear in the Selection List.
  • Generate Templates for National Curriculum Year Groups – select the relevant Year Group you need to generate Stage Assessment Sheets for.

When you’re done, click Save.

Access the Stage Assessment Sheets as a Teacher or Administrator

From the Menu on the left go to Modules >Assessment > Assessment Sheets List,

Assessment Sheets Lists Pathway
Assessment Sheets List
  • User Access – if the user has more than one Role allocated to them select the required Role.
  • Marksheet type – filter to show Stage Assessment.
  • High Level Filter – this is used to filter by the current register or todays register. Leave this box empty as we are setting the date back to the previous academic year.
  • Active on – this filters to show Assessment Sheets active on a defined date. In order to see the Stage Assessment Sheets change the calendar back to 01/06/2021, then when opening the Stage Assessment Sheets the student Year Group information will show the Students in the Year Group as of 01/06/2021 and after, to ensure that those who joined afterwards are not missed.
  • Select the Year Group Stage Assessment Marksheet you require and Double Click to open the sheet.

Input Individual Student Data into the Stage Assessment Sheets

Click on the top right Options Symbol and change the Class Membership Date to the Current Date and click Confirm.

Class Membership Date

The Stage Assessment Sheet will refresh to show all of the students currently in Year 2 on the defined Class Membership Date.

Note: the Year Group column is saying Year 1 in this example as it shows the Students Year Group Membership as of 01/06/21

Current Year 2 Students

Input the Data by clicking in the cell in either of the two columns;

  • KS1-PHO-CHK-TT-NY Phonics Screening Check Outcome. Select the required outcome for the Student from the Grade Set.
  • KS1-PHO-CHK-TT-NM Phonics Screening Check Mark. Select the required Mark for the student from 0-40 mark range.

To remove a grade or mark click on the cell and select Remove.

The inputted data will save automatically as the data is inputted.

Select Export to Export the Stage Assessment Sheet in csv Format which will be saved locally.

Create a Phonics CTF

From the Menu on the left go to Students to open the Students List Page. There are three selection options, individually, by group, or select all:

  • Select individual Students: Select the Students that you are producing a Phonics CTF for by clicking on each individual Student record; or
  • Select by Groups: to filter the list by a specific Year Group click on the 3 vertical blue bars to Add/Remove Additional Columns. Tick Year Group and Save to add it as a column to the Student List Page. Now you can filter by this Group.
  • Select all: To select all the Students from the Selections dropdown Select All.

Once you have selected the required Students from the Actions dropdown scroll down and select CTF Export. Change the Export Type to Phonics Return. Select LA Return if you are sending it to your LA.

Export to complete the process.

Updated on November 24, 2021

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  1. How do I print this off or export the information?

    1. Hi Jeanette

      Thank you for your feedback I have updated the guide.
      Kind Regards
      Bromcom Training

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