This guide explains the process involved for creating Tracking Templates and assigning Assessment Sheets for Data Entry and viewing of data by Teachers at Student level.
Access: The minimum permissions required to access Assessment is found in the Assessment Module of Config>Setup>Roles & Permissions.
See also How to Lock an Assessment Sheet, How to Manage Incomplete Assessment Sheets and How to Create a Student Broadsheet
Important Note: Before you can create a Tracking Template you need to ensure that you have set up any Associations, Marksets, Grade Sets and Assessment Types. See here for setting up Assessment Components.
This can be done in Modules>Assessment>Assessment Components.
Columns can also be included for Formulas, Key Student Information and Historic Data.
For example if you need to collect Marks from a test or collect regular predictions you would create a Template here for Teachers to view and enter their Grades in Assessment Sheets through Registers and an icon at the top or on their Dashboard Page.
From the left Menu go to Modules > Assessment > Manage Templates.
To setup the Tracking Template click on the New button.
This will open the Template Details page.
In the Template Details panel enter the following information:
- Name – a title for your Sheet for example Year 10 Assessment Data. Tip: For the Subject Name to show in the Assessment Sheet use square brackets around the title for example Year 10 [Subject] Assessment Data.
- Notes – a description for your Sheet
- Active – mark it Active to make it visible to Teachers or untick so Teachers will not see it, you may wish to leave them hidden until all are completed or until they are ready for Data Entry
- Year Group – select a Year Group from the dropdown list
- Subjects – select the Subject from the dropdown list, more than one can be selected. This enables you to create Assessment Sheets for many different Subjects at the same time and it keeps them all in the same format.
- Due Date – used to set reminders for Teachers to enter data at a Data Collection Point.
- Heading – which way you want the text to appear in column headings, Horizontal or Vertical
Add Columns to the Sheet for more information on how to do this please see:
You can change the order that columns are listed by changing the number and clicking Save.
The Properties dropdown list gives the option to make changes for;
- Assessment Type
- Term
- Year Group
- Subject
- Hidden
- Read Only
- Frozen
- Colour
- Text Align
- Header Text
- Content Text
- Width.
Simply select the rows you would like to update using the tick boxes to the left, then select from the Properties dropdown list, then the Value from the Value dropdown list [which will give options relevant to the selection from the Properties dropdown] and click the Apply button.
If you select Frozen then the selected column/s will be frozen at the beginning of the Assessment Sheet after the student information columns and when scrolling across an Assessment Sheet the Frozen columns remain visible at all times.
You also have the option to setup Fine Assessments, for more information on how to do this please see our Fine Assessments Guide
In the Marksheets panel, you can select which groups to create an Assessment Sheet of this type for.
You have the option to use the following tick box, which will create an assessment sheet for all classes that match the Year and Subjects you selected in the Template Details section
Alternatively click Add and search for the Groups you want using the Group Selector.
Once you’re happy, click Save in the top left hand corner of the page.
The new Assessment Sheet will now be available to all associated staff with the relevant permissions from within Modules > Assessment > Assessment Sheets.