In this guide we’ll look at how to set up Summative Assessment Sheets using the Primary Tracker.

This guide will cover:

• The Summative Assessment Sheet Wizard
• Edit Codes
• Edit Subjects
• Edit Groups
• Edit ARE’s
• Edit Thresholds
• Marksheets

Access: The minimum permission required to setup Primary Tracker Summative Assessment Sheets are found under the Assessment module from within Config > Setup > Roles & Permissions

See also: Primary Tracker FAQ, Primary Assessment Guidance

The Summative Assessment Sheet Wizard

The Primary Tracker gives you a simple way of managing your Summative Assessment data.  Summative  Assessment Sheets are configured using the  Summative Assessment Sheets Wizard which can be accessed by going to Config > Assessment >  Summative Assessment Sheets.

The Wizard is split into 5 sections: Edit Codes, Edit Subjects, Edit Groups, Edit AREs and Edit Thresholds.

IMPORTANT: This guide is focussed on setting up Summative Assessment Sheets for the first time, however if you do come back at a later date to edit any of the criteria, it is important that when you make changes to any of these areas, you complete the Wizard by pressing Next in the top left corner until you receive the Confirmation message confirming you have completed all the steps and click Proceed, otherwise your changes may not be applied.

Once you have set up the Summative Assessment through the wizard you must not amend the names of the components (Assessment Type, Term Name etc.) This will result in duplicates being created as the system will re-create the initial assessment components over night.

Edit Codes

From within Config > Assessment > Summative Assessment Sheets, select Edit Codes. This is where you will set up the Grade Set for the Summative Assessment Sheets

First, select whether to set Colours for each Grade individually OR to apply Colours according to above/below/at ARE.

If you select to Apply colours according to above/below/at ARE a new section will appear below that you can use to assign Colours for above/below/at ARE. Use the drop downs to select your desired Colours.

Next, select whether to use the Grade Set order or Point Values to determine the number of grades between Assessment Points.

Then, use the table at the bottom of the page to create your Summative Grade Sets.

We provide you with a simple Gradeset, which you can alter to suit your needs.

You can Edit the existing Grades, Delete them or Add new Grades as needed. Each Grade requires:

• A Code
• A Year
• A Description
• A Point Value (Note: Each Point Value must be unique and must be a whole number)
• A Colour (Only if you have selected to Colour Code each Grade Individually)

To Edit an existing Grade, click the Edit icon to the right of the Grade you would like to change.

Make any required changes to the Code, Description or Point Value by typing into the relevant field or change the Colour using the drop down. Then, once you’re happy click the Tick to confirm.

To Delete an existing Grade, click the Delete Icon to the left of the Grade you would like to remove.

This will prompt a pop-up to appear, click Proceed to confirm the deletion.

To Add a new Grade, simply enter the required information in the empty fields at the bottom of the table.

Once you’ve completed all the information, click the Tick on the right hand side to confirm.

Confirming the new Grade will add it to the list and open a new empty field at the bottom of the list for you to continue adding new Grades.

Once you’ve finished building your Grade Set click Next to move onto Subjects.

Edit Subjects

In this section you’ll set up which Subjects you would like to assess using the Summative Assessment Sheets.

Some Subjects will be included by default, if required, you can remove these by clicking the Delete button to the left of the Subject you wish to Delete.

This will prompt a pop-up to appear, click Proceed to confirm the deletion.

To Add an existing Subject to the list, select it from the drop down at the bottom of the list.

Then click the Tick on the right hand side to confirm, this will add your selection to the list and open a new empty field at the bottom of the list for you to continue adding Subjects as required.

If you would like to create a New Subject to add to the list you can do that by clicking New Subject at the top of the screen.

This will open the a Group Creation pop up window, for more information on creating Subjects please see How to Create and Edit a Subject.

Once you’re happy with your selections, click Next in the top left hand corner to move to the Next section.

Edit Groups

In this section you will choose which Groups you would like to generate a Summative Assessment Sheet for.

This page will display a list of the Groups currently associated with the Summative Assessment Sheets.

Click the blue Magnifying Glass to open the Group Selector.

Use the Filters on the left to refine your search, once you’ve made any changes to the filters, click Find to update the list. You can select from any of the Group Types that exist within Bromcom, however, we would recommend using Year Groups, Tutor Groups, or Teaching Classes.

Find the required Groups in the list and click on each of the Groups you would like to include once to highlight them blue, once you’ve selected all required Groups, click Done.

All selected Groups will now appear in the list.

If you would like to remove a Group, click the Delete icon to the left hand side.

Once you’re happy, click Next in the top left hand corner to move to the Next section.

Edit ARE’s

In the next section we’ll set up the Age Related Expectations for the Summative Assessment Sheets.

First, select the Year Group using the Year Group selector on the left.

Then, select which Terms you will be recording Summative Assessment Data for, for the Year Group you currently have selected, using the tick boxes to the left of the Terms.

Once you’ve selected your Terms, you need to set your Expected Level Range for each Term. To do this, first click the button in the From Column next to your selected Term.

And from the menu, select the lower end of your Expected Level Range for the Year Group you have selected. In this example we are editing the ARE’s for Year R, and the lower limit of our Expected Level Range for Year R is EXL (Expected – Lower) so we select that here.

Next, set the upper limit of your Expected Level Range, by clicking on the button under the To column next to your selected Term.

Then, select the upper limit of your Expected Level Range. In this example we’ll select EXH (Expected Higher) in the To Column as this is the upper limit of our Expected Level Range for Year R.

This means that when analysing your Summative Assessment data anything between the From and To values you have selected will be considered ‘Expected‘. Anything below this range of values will be considered Below Expected, and anything above will be considered Above Expected. So, In this example, any Student receiving EXL, EXS or EXH as their Grade would be considered at the Expected level, WTS would be considered Below Expected, and GDS would be considered Above.

Next, set the Expected Point Value Increase for that Term and Year Group.

Repeat this process for each Year Group and Term.

Then, add the Start Dates for any terms you will be recording Summative Assessment Data in the Start Date field on the far right hand side.

Once you’re happy click Next in the top left hand corner.

Edit Thresholds

• Automatically calculate summative grades based on formative curriculum coverage – this feature allows you to automatically assess Students based on their Formative Assessments. You can define how much coverage of the curriculum the student needs to get to a specific Grade. Teachers are able to override the automatic grading if they wish.
• Enable average formative score calculation and column – if selected, a column showing the Average Point Score (APS) based on Formative Assessment Grades will be shown on the Marksheet. Teachers can then auto-calculate the Grade, or fill in their own Assessment.

Once you’re happy, Click Next.

Finally, click Proceed to complete the Wizard

You will receive confirmation in the top right hand corner that the setup has completed successfully.

Marksheets

To view the Marksheets that you’ve created using the Wizard, go to Modules > Assessment > Assessment Sheets list.

Note: The Assessment Sheets will automatically display to any Staff Members that are linked to the Groups you selected in the Edit Groups section. If the Marksheet isn’t displayed to any member of staff that requires access you may need to review which members of staff are linked to the Group, for more information on how to do this, please see How to Add Staff to Teaching Classes and/or Groups.

Find the Summative Assessment Sheet in the list and double click on it to open the Marksheet in a new tab.

Use the options at the top of the Marksheet to determine what information you would like to view/edit on the Marksheet.

No Data will display on the Marksheet until you select a Term from the drop down. You can select Multiple Terms if you would like to view the data for several Terms side by side on the Marksheet.

Then select whether to view Core Subjects or Foundation Subjects.

Finally, if you are viewing only a single Term on the Marksheet, you will have the option to include Grade Totals & Info, and Percentages & Info on the Marksheet by ticking the boxes at the top.

To enter a Grade, click in the cell that you would like to enter information in and select the required Grade from the pop-up.

You also have the option to Flood Fill grades by right clicking on the column header and clicking Flood Fill.

Then Select the Grade you would like to Flood Fill from the pop-up.

It will then enter the selected Grade for all Students for that Subject and you can then make any manual adjustments as necessary.

The Marksheet also has a Tool Bar in the top right hand corner, please see the following image for the different functions of the Tool Bar.