Here, you will learn how to collaborate by copying or sharing a student data grid created by other users.
Copy to Selected Users
- Navigate to My Student Data Grids in the left navigation menu and select the data grid you want to copy.
- Click the Manage button.
- Click the Collaborate tab and choose Copy To.
- Click Select at the far right.
- Click the checkmark to the left of one or more chosen Application Users, then click Apply.
- Click Copy to Selected Users.
- A copy of the chart will appear in the selected users' My Student Data Grids. NOTE: The recipient may not edit a copied chart.
Share/Distribute to Selected Users
Schedule Tab
- Navigate to My Student Data Grids in the left navigation menu and select the data grid you want to share or distribute.
- Click the Manage button.
- Click the Schedule tab.
- Confirm you are in the correct school year. This is especially important if you have cloned or copied the student data grid. Click the radio button to select the school year or end date in the top left if needed.
- Select the date from the calendar.
- Select the time from the dropdown menu in the new window.
- Ensure the checkbox is checked for the Schedule is Active in the top right corner.
- Click Save.
- Contact support@schooldata.net if you want to set up advanced scheduling (e.g., every week) or if you have any questions.
Recipients Tab
Used to send the data grid to one or more recipients using a specific student group for each recipient set. The recipients will only receive data for those students they are authorized to view. For example, teachers would only be able to see their students.
- Navigate to My Student Data Grids in the left navigation menu and select the data grid you want to share or distribute.
- Click the Manage button.
- Click the Recipients tab.
- Click Add Recipient.
- Scroll to the bottom of the page to Recipient Selection and select the subset of recipients of interest from the dropdown menu. Depending on the subset selected, further options will appear. Configure the options as desired.
- Click Save.
- Click Run Now in the top right corner to execute the grid and send a spreadsheet to the recipients.
- If you wish to see how the recipient selections will work before sending them to users, click the down arrow next to the Run Now button and select Run Validation Now. This will create separate spreadsheets that each recipient will receive and send to you in a compressed (ZIP) file, which can then be opened and reviewed.
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