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Useful InformationCohorts can be created by importing data from the school pupil management system (for example SIMS, Progresso, CMIS, Scholarpack, Bromcom, Arbor, PupilAsset, Integris G2). |
Import a Cohort
1. Create a Cohort
Click on
...
the Configuration
...
tab
...
Select Account configuration
...
Select Cohorts
Click on Cohorts and groups
...
Click Add
Enter the cohort Name Subject
...
Click Done
...
2. Create a Cohort Report
a. Check which Pupil ID you are using in SCO
Click on
...
the Configuration
...
tab
Click
...
on System options
Click on
...
the General
...
tab
Note
...
the Pupil ID field used for
...
imports
(usually either Pupil ID, UPN or Admission Number)Note
...
the Staff ID field used for
...
imports
(usually Staff ID)Click
...
on Done
...
b. Locate a Sample Pupil ID
Click on
...
the Accounts
...
tab
Note
...
the Last name, First name
...
and Pupil ID
...
for the first pupil
...
c. Create a Cohort Report
See the
...
Sample Data Sets below to create a report
Ensure the ID field matches the fields noted above
Add the relevant fields required for cohorts using the field headings Subject and Cohort
This will produce a report showing each pupil and their current cohort
Save the Excel file as a CSV (comma delimited)
IMPORTANT: Before importing pupil data, carefully review the data to ensure that you have the expected pupil data.
...
3. Import the New Pupil Data
This only needs to be carried out once and can be done from any client PC.
Click on
...
the Configuration
...
tab
...
Select Import from external system
...
Select Cohort import
Select the CSV file you saved earlier and
...
click Open
A message will appear confirming that the Cohort column has been set - click Yes to continue
Review the next screen carefully reviewing any errors or discrepancies
Enter a name for the Cohort group e.g. Subject
Click Confirm
Once complete,
...
click Close, Close
...
4. Review the Cohort Data
Click on
...
the Configuration
...
tab
...
Select Account configuration
...
Select Pupils
Select
...
the Cohorts
...
tab
Click
...
the +
...
sign to the left of a cohort to view the pupils in the cohort
...
SAMPLE DATA SETS
Data set 1 - Sample of Secondary School Subject Set import (multiple lines per pupil)
...
Data set 2 - Sample of single cohort import (1 line per pupil)
...
See also
...