Import a Cohort

1. Create a Cohort

1. Click on the Configuration tab

2. Select Account configuration

3. Select Cohorts

4. Click on Cohorts and groups

5. Click Add

6. Enter the cohort Name Subject

7. Click Done
   
   
   

2. Create a Cohort Report

a. Check which Pupil ID you are using in SCO

1. Click on the Configuration tab

2. Click on System options

3. Click on the General tab

4. Note the Pupil ID field used for imports 
   (usually either Pupil ID, UPN or Admission Number)

5. Note the Staff ID field used for imports 
   (usually Staff ID)

6. Click on Done

b. Locate a Sample Pupil ID 

1. Click on the Accounts tab

2. Note the Last name, First name and Pupil ID for the first pupil

c. Create a Cohort Report 

1. See the Sample Data Sets below to create a report

2. Ensure the ID field matches the fields noted above

3. Add the relevant fields required for cohorts using the field headings Subject and Cohort

4. This will produce a report showing each pupil and their current cohort

5. Save the Excel file as a CSV (comma delimited)

6. 
   
   

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.

1. Click on the Configuration tab

2. Select Import from external system

3. Select Cohort import

4. Select the CSV file you saved earlier and click Open

5. A message will appear confirming that the Cohort column has been set - click Yes to continue

6. Review the next screen carefully reviewing any errors or discrepancies

7. Enter a name for the Cohort group e.g. Subject

8. Click Confirm

9. Once complete, click Close, Close
   
   
   

4. Review the Cohort Data

1. Click on the Configuration tab

2. Select Account configuration

3. Select Pupils

4. Select the Cohorts tab

5. 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)

Open

Data set 2 - Sample of single cohort import (1 line per pupil)

Open

See also

Using Cohorts

SCO Modules

FAQs