✏️ Create and Manage a Static Student Group

A static student group contains a specific list of students that does not change unless manually updated. It can be created manually, imported from an external list, or created using the Smart Student Groups features. It helps track the same set of students over time.

1. Start under Student Groups in the left navigation menu and choose Create v1 Student Group.
2. Here, you can add members individually to create a static group, which you can access anywhere you see a My Groups list. 

3. Click the My Student Groups tab.
4. Next, click the + New Static Group button in the top left.

5. Fill in the New Group Name. 
6. Click Save to add students later, or click Save & Edit to add students immediately and save your group.

7. If you choose Save & Edit, you will be directed to the student search form. 
8. In the Add Students to this Group column on the right,  fill in a keyword or letter next to the magnifying glass and hit return. A list of names will populate, allowing you to choose from them.
9. Click the “+” icon to the far right to add the student to your group list on the left. 
10. To remove a student from the group, click the “-” icon next to the student's name in the left column.
11. Once the group list is complete, select the Back to Groups button at the top left to return to your list of groups. Note: You may need to refresh to see your new group.

Option 2: Create a Static Group by Filtering Specific Criteria

1. Start under Student Groups in the left navigation menu and choose Create v1 Student Group.
2. Click the Filter & Create tab.
3. Click "Add Filter Group" and select one or more filters from the dropdown menu. In this example, we have chosen the Student Name filter.
4. Click the arrow in the top right corner to open the Preview Panel. The number here reflects the number of students who match your chosen criteria.
5. Click the dashed circle to the right of the name to collect students into a temporary Student Queue at the bottom of the column. The queue remains persistent as you search, add or remove filters, and add names as needed. 
6. When finished, click the Student Queue button to review the names.
7. Click Save Student Group.

8. Select "Save as Smart Group" and toggle it in the "Save Student Group" window to reflect "No". This will save the group as a Static Group. 
9. Fill in a New Group Name and click Save.

Option 3: Convert A Smart Student Group into a Static Student Group

1. Start under Student Groups in the left navigation menu and choose Create v1 Student Group.
2. Click the My Students Group tab.
3. Select the Smart Student Group you want to save as a Static Student Group. Note: A Gear icon identifies Smart Student Groups to the left of the group name.
4. At the top left, under the group name, click the Action Gear and select Edit.

5. Next, click the Options Gear in the top right and select Save As.

6. Select the " Save as Smart Group toggle and set it in the Save Student Group window to reflect NO. This will save the group as a Static Group. 
7. Fill in a New Group Name and click Save.

Manage a Static Student Group  

1. Start under Student Groups in the left navigation menu and choose Create v1 Student Group.
2. Select a Static group from the My Student Groups tab. 
3. The group will be displayed to the right. Below the name, select the Actions Gear and choose an option. 

Change Name: Fill in the New Name and select Done.

Remove Students: Select the “-” icon to the right of the student's name, then select “Done”.

Print List of Students: A print preview window will open with the students listed alphabetically. Select Print.

Copy/Share Student Group to Other Users: Copy/Share Student Groups to Other Users

• Copy: Here, the recipient(s) will have their copy of the group that they may edit/delete without impacting the originator's copy.
• Share: Here, the recipients will have a shared group that, if edited/deleted, will affect the originator's group.

Add Students to this Group: In the search box, type the name, or portion of the name, of the student you want to add. Click the “+” icon to the right of the student's name. When finished, select the Back to Groups button.

Upload Students to this Group: Student Group from a File Upload

Download an XLSX of this Group: 

1. Click the arrow to the left to open/close the category. Student, Identifiers, Current Enrollment, Demographics, Services, Risk, Student Categories)
2. Select the student name version from the dropdown menu.
3. Set any value using the Yes/No toggle. Selecting 'Yes' denotes that the column will be included in the download, and 'No' will designate that the column will be hidden. Previous selections will be retained. 
4. Click OK in the bottom right when finished. 

Delete this Group: A confirmation window will open; confirm by selecting OK. 

Updated 7/10/24 TL

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