Managing Rosters Manually After Uploading Flat Files

Overview

This article is useful for System Administrators who have already conducted rostering with Flat Files and would like rosters to be managed manually moving forward. This method is suggested if you are not using SFTP to automatically sync your Flat Files and would like to avoid uploading a Flat File every time there is a minor change in your roster.

Switching from Flat File to Manual Rostering will enable your school administrators and teachers to make adjustments to their own rosters throughout the year, such as inviting students to a classroom.

It is also recommended to temporarily switch back to Flat File rostering at least once a semester or quarter, so that any major changes can be pushed through at once.

Instructions

1. As a System Admin, navigate to the "System Admin" tab on the left-hand side.
2. Click on "Import Settings."
3. Change your import method from "Flat Files" to "Hand-Entered By School Staff."
4. Click on "Save Import Settings."
   

5. Once you click "Save Import Settings," the option to roster manually will be enabled for principal, school admin, counselor, and teacher users. Principals, school admins, counselors, and teachers will see a button to "Add Class" on the Classes page. 
   
   Principal, School Admin, Counselor, Teacher View

   

   Manual Rostering Options
   
   Option 1: Use the User Administration portal to grant yourself multi-role access as a Principal user. Then, manually roster classrooms, teachers, and students on your own.
   
   Option 2: Send these instructions on manual rostering to staff members who have access to their own student rosters.