📚 Student Groups: Identifying Service Enrollments

Many districts must update their student information systems (SIS) with current service (program) enrollments, such as Title I, LAP, and ELL. In this demonstration, we will use Homeroom to list current and potential students. When combined, this list can also be used to update the SIS.

Step 1: Create Current Service Student Group

To see the students with Services Currently On, log in to Homeroom Dashboards.

1. Start under Student Groups in the left navigation menu and choose Create v1 Student Group.
2. Next, select the Filter & Create tab.

3. Click the "Add Filter Group" dropdown and select the "Enrollments" filter. 
4. In the Enrollments filter, choose the current School Year.
5. Select No for 'the Include Withdrawnstudents 'and Use Student Predominant School toggles.
6. Skip the Enrolled in District as of fields.
7. Select the Schools: School Type, Add Schools, and Grade Levels: Grade Type, Add Grade Levels you are interested in.
8. Next, click the Add Filter Group dropdown and select the Service(s) filter.
9. In the Services filter, select Any for the Match toggle in the top right.
10. Select the Service you are interested in, then choose Currently On from the dropdown menu next to it. In this manner, you may add as many services as you wish.

NOTE:  

• Your selections will change the number of students filtered in the top right corner.
• If multiple services are chosen, the filter will display a list of students currently on at least one of those services. They do not have to be on all of the selected services.  

11. Click Save Student Group in the top right corner when finished.

12. Next, toggle 'Yes' for 'Save as Smart Group'. 
13. Name this group, such as "Currently On," and save. A new student group will now be created under the My Student Groups tab. This group will reflect any updates you make to your SIS system. 

14. Click the Action Gear to the left of the group to review the student list. This will open a list of students to the right. Here, you will have available Actions in a dropdown menu to Edit, Print List of Students, Copy/Share Student Group to Other Users, Download an XLSX of this Group, or Delete this Group.

Step 2: Create Potential Service Enrollment Student Group 

Create a group of potential service enrollment students based on assessment scores. This example will examine a specific grade level (K).

1. Start under Assessments Tests in the left navigation menu and choose Launch Assessments.
2. Select the Assessment container of your choice.

3. Click the Start Here button for Step 1.

• On the far left, the School Years field will automatically default to Current School Year.
• Next, click the Shared Groups tab and select the District-Wide tab.
• On the far right, click the “+” icon for All Kindergarten Students (23/24).

4. Next, click the Now Do This button in step two, then select the assessment by clicking on the checkmark to the far left of the assessment choice.

• Use the search field or tools at the top of each column to filter results.

5. In step three, click the Launch View button.

6. You will see an assessment table with student names, scores, and performance levels.
7. To hide the students who do not need to be served, click the Performance Level column filter icon and select the checkbox for those groups that are at risk. This will hide the students who do not require service.

8. To create a Static Group based on these at-risk students, select the check marks to the far left of the student names or select all by clicking the top checkmark.  
9. Select View Selected Students at the top of the table.

10. A new window will open, listing all the students. Again, select the check mark to the left of the student's name or click "Select All" in the top left corner.

11. Click Add Selected Students to Static Group in the bottom right corner.  
12. A new window will open. Fill in the 'Create a New Group' field and then select 'Create'.

13. If you would like to add additional selected students, choose 'Add Selected Students to Static Group.' Select your previous group from the dropdown menu below 'Create a New Group' and click 'Add To'.

14. Click the “x”  in the top right corner to close the window.
15. Return to Student Groups in the left navigation menu, choose Create v1 Student Group, and then click the My Student Groups tab.
16. Select the Student Group on the right, then click the Actions Gear to the right to Edit, Print, Copy/Share, Download, or Delete. You can download the list to update your SIS system with the correct program or service enrollment information. In 24 hours, the Smart group you created earlier, “Currently On,” will reflect the list of new students to be served by the program.

Updated 7/10/24 TL

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