Add students to custom student groups

Use the Pupil Manager module to add students to Custom Student/Pupil Groups. This is a useful time saving shortcut. Custom Student/Pupil Groups are groups of student records. Use the groups you create to search for student records and forward information regarding school trips, etc.

  1. In the Pupil Manager module, select a student records tab.
  2. Use your preferred search method to find the student records that you want to work with. The Student/Pupil Records List is displayed:
  3. Select student records using the checkboxes next to each Student/Pupil's Name. Check the box in the header bar to select all the records displayed.
  4. Select an option from the pink drop-down list. Choose to either:
    • Add to NEW Group. Select students and add them to a new Custom Student/Pupil Group.
      or
    • Add to PREVIOUS Group. Select students and add them to an existing Custom Student/Pupil Group. This is a useful shortcut if you have latecomers for a school trip or new applicants that you want to add to a group.

Add students to a new custom student group

The Selection Management window is displayed:

  1. Enter a name and short description for your Custom Student/Pupil Group in the fields available.
  2. Choose a Selection Category from the drop-down list displayed. Custom Student/Pupil Groups are listed under categories in the student record tabs, making them easier to organise and locate. Click the add icon to add a new category to the drop-down list available, if required.
  3. Use the Shared Selection checkboxes to control who can view and edit the Custom Student/Pupil Group.
  4. Either:
    • Check the Disable Expiry Date box and the Custom Student/Pupil Group is set up indefinitely.
      or
    • Uncheck the Disable Expiry Date box and enter an expiry date for the Custom Student/Pupil Group. This is a useful housekeeping tool, once a field trip is complete the Custom Student/Pupil Group is listed as expired.
  5. Click Save New Selection. You are prompted when the group is created.
  6. Click OK to return to the student records list.

Add students to an existing custom student group

The Selection Management window is displayed:

  1. Select a Custom Student/Pupil Group from the drop-down list.
  2. Click Save To Selection. You are prompted when the group is saved.
  3. Click OK to return to the student records list.