Create a custom student / pupil group

To create a custom student group, follow the steps below:

  1. In the Pupil Manager module, select the Custom Group Manager tab.
  2. Select the Custom Pupil Groups tab:
  3. Click Create a New Group. The Selection Management window is displayed:
  4. Enter a name and short description for your custom student group in the fields available.
  5. Choose a Selection Category from the drop-down list displayed. Custom student 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.
  6. Use the Shared Selection checkboxes to control who can view and edit the custom student group.
  7. Either:
    • Check the Disable Expiry Date box and the custom student group is set up indefinitely.
      or
    • Uncheck the Disable Expiry Date box and enter an expiry date for the custom student group. This is a useful housekeeping tool, once a field trip is complete the custom student group is listed as expired.
  8. Click Save New Selection. You are prompted Do you wish to add pupils?
  9. Either:

Add students to a new custom student / pupil group

The Manage Groups window is displayed when you select to add students to a new custom student group:

To add students to your new custom student group, follow the steps below:

  1. Use the filters available to list students to select.
  2. Hold Ctrl to make multiple selections. Each selection you make filters the student records further.
  3. Check the boxes next to student records to select them. Use the checkbox in the header bar to select all the records listed.
  4. Click Save & Add More and continue to add more students. This is optional.
  5. Click Save & Close once you have completed adding students to the group. You are prompted Are you sure you want to add the selected students to this group?
  6. Select Yes. The custom student group is listed in the Custom Pupil Groups tab: