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How to Distribute Primary Tracker Assessment Tracking Templates within Vision

This option is for use with the Vision product only. User Accounts also need to be created in your Central System before they can be distributed to other schools, see How to Create New Vision Users.

This guide covers allowing Primary Tracker Assessment Tracking Templates to be distributed to Vision connected schools.

Access: for the the minimum permissions required go to Vision> Admin>Roles select Role>Edit>Central – Primary Tracker

Permissions

Also See: How To Manage Roles & Permissions within Vision

Pre-requisites:

You MUST complete the Summative Assessment Wizard on each individual School prior to distributing Primary Tracker information through Vision. The information that you enter will be overwritten when you distribute from Vision, so you don’t need to set it up exactly as you want it but you must complete the Wizard. For more information on how to do this please see How to Set up Primary Tracker – Summative Assessment Sheets.


Login into Vision and from the left Menu select Central and then from Assessment click Primary Tracker.

Pathway

This will open to show the Central – Primary Tracker panel

Example Panel

One or more types of Assessment Sheets can be selected by ticking the boxes to the left of the Primary Tracker Name or click the top left box to Select All. The number selected will display bottom left.

Once selected click the top right Distribute button to open the Publish Configuration to Schools pop-up with a 3 Step Wizard, Step 1 – Select Schools, Step 2 – Review Associations and Step 3Distribute.

Selecting Phases or School Set will display an additional dropdown list to select either the Phase/s or the School Set/s to distribute the Users to.

Note: Distributing Assessment Sheet Configurations will OVERWRITE any existing data the schools may already have.

Within the School MIS go to Modules > Assessment > Routines > Manage Templates

The Origin column will show that the Template has been distributed by the System and the Modified column will display the Date and Time this was done.

Updated on October 13, 2025

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