Skip to main content

Add Filters, Tags, and smartFORMs to a Threshold

  • Updated

This article walks through how to apply filters, tags, and smartFORMs to a Threshold. 

Before You Begin

This article assumes that a Threshold has already been created for filters, tags, and smartFORMs to be added to. To learn more about creating a new Threshold, take a look at Create a New Threshold.

Where to Start

The Thresholds navigation button.

  1. Go to Thresholds.

The Thresholds page, with the list of created Thresholds labeled as step 2.

  1. Select the desired Threshold from the list.

An example selected Threshold, with the Edit button and Edit option in the dropdown menu labeled as step 3.

  1. Select Edit at the top right of the Threshold, then select Edit from the dropdown.

Apply Filters

An example Threshold edit page, with the Filters tab selected and labeled as step 1, Filter by School labeled as step 2, Filter by Grade labeled as step 3, Filter by Tag labeled as step 4, Filter by Ethnicity labeled as step 5, Filter by Gender labeled as step 6, Filter by Disability labeled as step 7, Filter by Intervention Type labeled as step 8, Filter by EL Status labeled as step 9, Filter by ELP Level labeled as step 10, Filter by Active Status labeled as step 11, and Active as of Date labeled as step 12.

  1. Select the Filters tab.
  2. Select one or more Schools to filter to that particular student population.
    • If left blank, the Threshold will run on the whole district.
  3. Select one or more Grades.
    • If left blank, all grades in the schools selected will apply.
  4. Filter to a particular group of students by selecting one or more Tags. 
    • Tags must already be created and applied to students in order to filter.
  5. Select one or more Ethnicities to filter the data.
  6. Select one or more Genders to filter the data.
  7. Select one or more Disabilities to filter the data.
  8. Select one or more Intervention Types to filter the data.
  9. Select an EL Status to filter the data.
  10. Select one or more ELP Levels to filter the data.
  11. Select an Active Status to filter the data.
  12. Select an Active as of Date to filter the data.

Different filters will be available for each district, depending on the demographic data imported into the eduCLIMBER system.

Add Tags

When tags are added to a Threshold, those tags automatically apply to students who meet the Threshold's criteria. Tags can also be configured to apply only to students who fall under a specific Threshold performance band.

An example Threshold edit page, with the Tags tab selected and labeled as step 1, and Add a Tag labeled as step 2.

  1. Select the Tags tab.
  2. Select Add a Tag.

The Add New popup menu, with the Tag checkboxes labeled as step 3, Add labeled as step 4, and New Tag labeled as step 5.

  1. Select the checkboxes next to existing tags to add to the Threshold.
  2. Select Add to apply the selected tags.
  3. If a desired tag does not yet exist, select New Tag.

The Create Tag popup menu, with Color labeled as step 6, Tag Name labeled as step 7, Description labeled as step 8, Viewable to Others? labeled as step 9, and Add labeled as step 10.

  1. Select the desired Color for the new tag.
  2. Enter the Tag Name.
  3. Enter a Description of the tag.
  4. Select whether the new tag should be Viewable to Others, so that other users can utilize the new tag.
  5. Select Add.

An example Threshold edit page on the Tags tab, with Performance Band labeled as step 11, and a tag checkbox and the Delete button labeled as step 12.

  1. (Optional) Double select the Performance Band field for an added tag to specify if the tag should only apply to students who fall within one or more selected Threshold performance bands.
    • If no performance bands are selected, the tag will apply to any student who meets the criteria for the Threshold, regardless of performance band level. 
  2. Select the checkbox next to a tag and select Delete to remove the tag from the Threshold.

Remove Threshold Tags from Students

When a tag has been applied to a student via a Threshold, but that student no longer meets the indicators of the Threshold, users can run the threshold report and select Clear Previous Results. Utilizing this option ensures that all threshold features, including tags, are removed from students that no longer meet the threshold indicators.

Add smartFORMs

When smartFORMs are added to a Threshold, students who trigger the Threshold will have those forms automatically applied to their account. SmartFORMs can also be configured to apply only to students who fall under a specific Threshold performance band. Only already existing smartFORMs can be added to a Threshold.

An example Threshold edit page, with the SmartFORMs tab selected and labeled as step 1, and Add a smartFORM labeled as step 2.

  1. Select the smartFORMs tab.
  2. Select Add a smartFORM.

The Add New popup menu, with the smartFORM checkboxes labeled as step 3, and Add labeled as step 4.

  1. Select the checkbox next to one or more existing smartFORMs to add to the Threshold.
  2. Select Add.

An example Threshold edit page with the SmartFORMs tab selected, with the Performance Band field labeled as step 5.

  1. (Optional) Double select the Performance Band field for an added smartFORM to specify if the form should only apply to students who fall within one or more selected Threshold performance bands.
    • If no performance bands are selected, the smartFORM will apply to any student who meets the criteria for the Threshold, regardless of performance band level. 

An example Threshold edit page with the SmartFORMs tab selected, with the smartFORM checkboxes labeled as step 6, and the Delete button labeled as step 7.

  1. To remove a smartFORM from a Threshold, select the checkbox next to the smartFORM.
  2. Select Delete.

Next Steps

To learn more about Thresholds in your eduCLIMBER system, see the other lessons in the Threshold Configuration manual.

Was this article helpful?
1 out of 1 found this helpful
Return to top

Help us improve this article

Submit Feedback