Groups Checklist

This checklist is your step-by-step guide to using the Groups screen. Whether you're creating dynamic groups, building custom groups from student searches, or managing groups assigned to you, follow the list to ensure accurate setup and visibility. For a complete guide, see Groups.

Adding Additional Students to a Custom Student Group

2. Select either the My Groups tab or the All Groups tab.

3. Locate the applicable Group, and click View/Add.

4. Click Add Students To Group to add additional students to the student group.

5. Conduct a student search.

6. From the list of students, select the check boxes next to each student to add them to the Student Group.

7. Click Add Students To Group.

Deleting Student from a Custom Student Group

2. Select either the My Groups tab or the All Groups tab.

3. Locate the applicable Group, and click View/Add.

4. Click the delete button (red minus sign) to remove the student from the student group.

5. In the confirmation pop-up window, click OK.

6. Click Save.

Viewing Students and Student Information in a Group

2. Select either the My Groups tab or the All Groups tab.

3. Locate the applicable Group, and click View or View/Add.

4. View the report and click the Student Name to open Student Info.

Viewing Your Assigned Student Groups

2. Select the All Groups tab.

3. Click View to View Students in the student group.

4. Click the Student Name to open the student's record in Student Info.

Editing Student Group Basics

2. Select either the My Groups tab or the All Groups tab.

3. To edit the text fields, such as End Date, click in the text box and make changes.

4. Click the pull-downs to change selections.

5. Click Save.

Deleting Student Groups

2. Select either the My Groups tab or the All Groups tab.

3. Locate the applicable group.

4. Click the delete button (red minus sign).

5. In the confirmation pop-up window, click OK.

6. Click Save.

Exporting Student Groups to an Excel File

2. Select either the My Groups tab or the All Groups tab.

3. Click the Excel icon.

Exporting Students From a Group to an Excel File

2. Select either the My Groups tab or the All Groups tab.

3. Locate the applicable group.

4. Click View or View/Add.

5. Click the Excel icon.

Printing Student Group Data

2. Select either the My Groups tab or the All Groups tab.

3. Click the Printer icon.

4. In the print preview, apply any applicable settings and click Print.

Printing Student Information

2. Select either the My Groups tab or the All Groups tab.

3. Locate the applicable group.

4. Click View or View/Add.

5. Click the Printer icon.

6. In the print preview, apply any applicable settings and click Print.

Messaging Students in a Group

2. Select either the My Groups tab or the All Groups tab.

3. Locate the applicable group.

4. Click View or View/Add.

5. Click Message to message the students in the student group via Communication.

SIS Teacher Checklists

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