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Managing Student Tags

  • Updated

Tags provide individuals and teams a way to identify specific student cohorts based on any criteria. Once a custom student cohort is created via tags, that cohort's data can be viewed on the District, Grade, and Class tabs. Not only can that cohort be selected to include in data searches, but that cohort can also be excluded from data searches. Tags can be created from any charted data, from a data wall, or within the Student Tag Manager. Anyone can create tags. However, only those individuals with permission to Manage Public Tags can create public tags. Tags are created within one school year, and they do not automatically transfer from one year to the next. Tags can be used to filter data in searches and can be used in more advanced features. Public tags display on data walls, the Student Profile, and smartFORMS (when configured). Users who create private tags will see them displayed on data walls and the Student Profile. This lesson will guide you through managing student tags in eduCLIMBER.

Where to Start

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  1. Click System Configuration.

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  1. Select Students & Guardians.
  2. Choose Student Tags.

Manage Tags

In this area:

  • Add, delete, and edit tags
  • Add/remove students to/from tags
  • Copy Tags
  • Switch Tags

Add Tags

  1. Click Add Tag.
  1. Create a unique Tag Name and add a description of the tag.
  2. Define the tag by a color.
  3. Keep the tag private or set it to public.
  4. Determine if the tag should show on the KPI.
  5. Select Create.

Delete Students

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  1. Select the blank area in the Students column for the tag's row to view a list of current students with the tag.
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  1. Use the minus icon to remove a tag from an individual student.
    OR
    Use the checkboxes to select multiple students at once.
    OR
    Use the top checkbox to select all students.
  2. Use Delete to remove the tag from the checked students.

Edit Tags

  1. Click the 3 dot menu.
  2. Select Edit Tag.

Manage Students

  1. Click the blank area in the Students column for the tag's row to view a list of current students with the tag.
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  1. Delete student by clicking '-'.
  2. Type a few characters into the white bar or use Advanced to search for a student.
  3. Click Add.

Copy Tags

  1. Click the 3 dot menu for the tag to copy.
  2. Click Copy To School Year.
  1. Select the School Year the tags will be copied into
  2. Checkbox student who will keep the tag for that school year
  3. Click Save

Switch Tags

  1. Click the3 dot menu for that tag you want to switch for a student(s).
  2. Click Switch Tag.
  1. Checkbox the student(s) that need to switch tags.
  2. Select the tag student(s)s will be switched to.
  3. Select Save.

Share Tags

  1. Select the cell in the Shared With column.

  1. Use the drop-down menu to select a user.
  2. Select Add.

Users will only be able to view the tag if they have permission to view the student.

Next Steps

To learn more about Tags in your eduCLIMBER system, see the lessons in the Tags manual.

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