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Screening Groups

Create a Location-Wide Screen Group

  1. Log in and select Student Screening from the Assessment menu.
  2. If you have access to only one location, the location will be pre-selected. However, if you have broader access, you will need to select a location from the Select Location menu.
    • If the location does not appear in the menu, click Show All Locations.
  3. Click Add Screening Group.
  4. Use the various menus to find assessments that have been administered at a particular scope (district-wide, location-wide), for a particular year, a particular category (by tag) or a particular curriculum area
  5. Select the assessment to add scores to the group. Any assessments that have been administered for the selections you have made in the previous step are listed.
    • Click the triangular icon next to an assessment to show its assessment administrations.
    • Click the check icon next to an assessment administration to add scores from the assessment definition.
  6. Select the score sections you want to include. If the assessment has more than one rubric, you can also select the rubric you want to use in the screening grid. 
  7. Save the selection and continue.
    • To save selections and display the group, click Add Scores to Group & Exit to Group.
    • To save selections and return to the Administered Assessments page to select more scores, click Add Scores to Group & Add Another.
  8. Once you have finished adding scores and have exited to the screening group, the Student Screening (Groups) page will show all of the score columns you added. 

    • You can enter a short description for the group in the New Screening Group Description field, and then click Accept (or just click Cancel to skip this optional step).

    • You can add additional scores at any time by clicking Add Score Column(s).

    • If available, you can also click Add Non-Score Column(s) to add behavioral and other columns.

  9. If you want to sort and filter the screening group to a subset of students based on the column data, move the mouse pointer over any column header, and then select to sort and/or filter the students based on that column from the menu that appears.

  10. When the screening group has a filter applied to it, you can save that group as a subgroup by clicking Add Students to Subgroup.
    • When a filter is applied to a column, you will see a filter icon in the column header. Note that you can apply filters to multiple columns at once. You can click the filter icon in a column header to remove the filter from that column.
  11. Enter a name for the subgroup, and then click one of the green buttons to either add all the students in the filter, or just those students for which checkboxes are checked.
    • The new subgroup appears in the Subgroup menu so that you can select it later.

Screening Group Security Access Modes

When screening groups are first created, the access mode defaults to Personal which allows only the creator of the screening group to access it; however, it can be changed by the creator or another authorized user. If you select Shared, you can then select specific users (or messaging groups) with which to share the screening group.

Change Screening Group Security Access Mode

  1. After a screening group has been created, select Set Access Mode from the Setup menu. The Set Access Mode menu appears.
  2. In the Set Access Mode menu, select a different access mode to control access to the screening group.
    The screening group access modes are:
    • Personal: This is the default access mode for new screening groups. A personal screening group can only be viewed or accessed by its creator.
    • Shared: A shared screening group allows the screening group to be accessed both by the creator and the specific users that the screening group is shared with. Only the creator can change a group from Personal to Shared, but once it is set to Shared, a user with administrative security privileges could change it to one of the other access modes.
      • If you select Shared, enter the User IDs in the Share With User IDs field to share the group with the specified users. You can click the links above the text box to look up Staff User IDs or select from your Messaging Groups.
    • Public: A public screening group is accessible by any user who can access the list of screening groups for a location. Only users with the Create Public Screening Groups privilege can change the access mode to public.
  3. Click OK.

Security Privileges for Screening Groups

Access to screening groups is controlled by Student Assessment Privileges.

  • View Assessment Administrations: This is the only privilege required to create personal screening groups for any accessible assessment administrations.
  • Create Public Screening Groups: Allows the user to set the access mode of a screening group that the user has already created to public.
  • Administer Public Screening Groups: This privilege allows a user to change the access mode of screening groups (shared or public only) that have been created by other users.

Create a Progress Monitoring Group based on a Screening Group

You can create progress monitoring groups using a screening group by creating a subgroup and then converting the subgroup into a progress monitoring group.

  1. Create and select the subgroup.
  2. Select Convert Subgroup to Progress Monitoring Group from the Subgroup menu.
  3. On the Confirmation prompt, click OK. The progress monitoring group is now created.
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