Since you’re setting up Term 3, the quickest way to setup the term is to use the Duplicate option in Manage Reporting Cycles to copy Term 2. This will ensure all the criteria are setup the same way as the last term. You can view the criteria for past terms (in Manage Reporting Cycles) and see what the scopes and criteria look like, to get a sense of how they’re setup.
When setting up terms from scratch, the Name refers to the name of the criteria that teachers enter (eg: Term Grade, Final Grade, Student Comment, etc). The Type refers to the type of data used with that criteria (eg: a grade scale, comment field, yes/no dropdown). The Target is who the data is recorded for. Most criteria is Per Student, which means a teacher fills in data on each criteria for each student. Sometimes there are Per Group criteria, which is recorded once for a whole group of students, such as a Class Note which is written once for the whole class.
Generally, you’d want to use Add Multiple to bulk-add for any courses that share the same criteria, because this groups the criteria together so you can edit or delete it all later as a group (which can save some time in the future).
Hope this helps! I got your email too, but I figured answering here would also help out future people with the same question
No problem. The inactive/active indicator shows whether the criteria already has data saved to it, so it will automatically become active once the teachers start writing their reports. Criteria that are inactive and haven’t been used yet can still be edited and deleted, once the criteria is active and in use it can no longer be changed, to prevent losing reporting data.
First of all, thanks for the wonderful work you have all been doing.
Is it safe to remove locked report criteria from the database for reports that have already been written? What will happen to report generation if they are removed? Will it break the system?
We erroneously included comments and a scale grade for a given subject and now need to remove it from the report.
Any help is appreciated.
Hi pllabreu, good question. It’s only safe if there isn’t any valuable data attached to those criteria (and you can be 100% sure that teachers haven’t saved their actual comments into those criteria). The reason they are locked in the interface is that deleting them when there is data attached will orphan any associated, making them generally irretrievable. It won’t “break the system” but it will remove those criteria and their data.
Be sure to have a backup. Otherwise, sounds like if they’re erroneous, then you should be good to proceed with removing them from the database.