📉 Using Student Data Grids (Connect)

Here, you will learn how to collaborate by copying or sharing a student data grid created by other users.

Collaborate Tab

Use the Collaborate tab dropdown to either Copy or Share the grid with others.

1. Start by navigating to My Student Data Grids in the left navigation menu.
2. Click the magnifying glass in the Data Grid Label column to view the Configure Student Data Grid page.
3. Click the Row Actions Gear to the far right, then choose Configure, Delete, or Copy to Me.

4. Click the Collaborate tab and choose one of the following options: Copy, Share With

Copy

This will give the selected user(s) a duplicate grid setup.

1. Click the Collaborate tab and choose Copy from the dropdown menu.
2. Click the Copy to Selected Users field, click the checkbox to the left of one or more users, and then click Accept.
3. Click Save. 
4. The table below reflects who the grid was sent to, the copy date, and whether it is still in existence.

5. The user will find the student data grid shared with them in the "My Student Data Grids" section of the left navigation, tagged to indicate that it has been copied. 
6. From the Gear icon, they can choose to Configure or Delete.

Share

This will allow users to see any future changes to the grid. 

1. Click the Collaborate tab and select "Share With" from the dropdown menu.
2. Click the Share With Selected Users field, click the checkbox to the left of one or more users, and then click Accept.
3. Click Save. 
4. The table below reflects who the grid was sent to and the date it was shared.

5. The user will find the student data grid shared with them in the" Student Data Grids Shared with Me" section of the left navigation.
6. Click the magnifying glass in the Data Grid Label column to view the Configure Student Data Grid page.
7. From the Row Action Gear to the far right, choose View or Copy to Me. 

Deliveries

Create delivery records to send grids to users on a schedule. Here, you can add recipient types, schedule delivery dates, and customize email content and subject lines.

1. Click the Deliveries tab.
2. Click the arrow to the far left to view detailed information about scheduled and completed deliveries.
3. Click the Row Actions Gear to the far right to Configure, Delete, Run Now, Add Days, or Clone.
4. Click Add Record to begin a delivery.

5. Fill in the Scheduled Delivery Label and click Save.
6. The window will refresh with further fields. The Label will automatically populate.
7. Fill in the Exported File Name (Do not enter a file extension), Email Subject, and Email Content. (This can be helpful if the recipient is unsure why they are receiving this delivery or a reminder of its use.)

8. Click the checkbox if you wish to Lock Worksheets.
9. Click the Multiple Data Grid Option field and the checkbox to the left of the text.
10. Enter an Email Override to force all emails generated by the delivery to go to this address instead of the recipient if you want to test the delivery first. This step may be done at a later time. See Testing and Tracking Scheduled or Completed Deliveries.
11. Click Save.

Delivery Schedule / Row Actions Gear: Add Dates

1.  Click the Schedule tab.
2. Select the day or days by calendar or school on which the delivery will occur by first clicking the radio button and then selecting from the fields below. 
3. Click the School or date field, select the checkbox to the left, and click Accept. 
4. Click the arrow to the left to view further detailed dates.

5. Select the Time of Day similarly.
6. Click Save.

Recipients 

1. Click the Recipient tab. 
2. Select a Recipient Type for this delivery by clicking the radio button. Depending on the type selected, the available fields will differ. Please fill in the required fields and make any necessary adjustments. (District Administrator, Principals, Teachers of Classes, School Administrators, Specialists, Specific Persons, Administrators of Schools, Teachers, Specific Application Users).
   • District Administrator / School Administrators / Principals / Specialists / Teachers / School / Classes / Student Group / People: Click the field, select one or more checkboxes to the left, and click Accept.
   • Students From Year: Click the radio button for the Current School Year or Prior School Year.
   • Group Students: Click the radio button for' By Class',' All Students, or' By Grade Level.
   • Use Administrator / Specialists Predominant School Only: Click the checkbox to use the predominant school only.
   • Remove Withdrawn Students: Click the checkbox to remove withdrawn students.

Run Deliveries / Testing and Tracking Scheduled or Completed Deliveries

1. After recipients have been set, exit the delivery record. 
2. On the record just added, click the Row Action Gear and choose Run Now
3. Enter your email in the Email Override field. This was formerly known as a “validation run.” NOTE: If you do not, clicking save will cause the delivery to run as configured and deliver emails to the intended targets. 
4. Click Save.

Clone

Once a delivery is set for one recipient type, clone it and set it for another. 

Other Tips

• To generate reports with varied file names and groups, create a Delivery Record with recipients, either specific individuals or application users, that allows student group selection, and then save it. Click the Row Action Gear on the deliveries page and choose Run Now. Fill in the form as needed. If the delivery record created is only for you, there is no need for an email override. 

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