Manage Custom Demographics – eduCLIMBER

Users can manage and delete Custom Demographics. This article guides users through these processes.

Required Permission: Manage Demographic Codes

Where to Start

Blue System Configuration button

Select System Configuration.

Access Demographics

Select Students & Guardians.
Select Demographics.
Use the sliders to toggle on:
- Show on Student Profile - If toggled On, the demographic will be displayed on the Student Profile.
- Show on Data Wall - If toggled On, users will have the option to add the demographic to a data wall.
- Show on smartFORMS - If toggled On, the demographic will be displayed on smartFORMS when the corresponding field, Demographic smartFIELD, is added to a smartFORM template.
- Use as Chart Filter - If toggled On, the demographic can be used to filter data visuals.
Select the 3 Dot Menu for a demographic row for additional editing options.
Select Edit.

Image displays the Edit Demographic menu, with the Demographic Name text field labeled as step 7, the Field Type dropdown labeled as step 8, the All School Years checkbox labeled as step 9, the Restricted checkbox labeled as step 10, and the blue Save button labeled as step 11.

Enter into the text box to update the Demographic Name.
Use the dropdown to update the Field Type.
- If Options is identified as the Value Type, users can select within the Options column on the main Demographics screen to add the options that can be selected. Take a look at Add Display Options to Demographics to learn more.
Use the checkbox to check All School Years - When toggled on, users can leave the year blank when the demographic is applied to students, and then it will apply to all years. When toggled on, it will not accept a year when the demographic is added to a student.
Use the checkbox to check Restricted.
- If toggled off, all users will be able to see the Demographic as applicable within the configuration.
- If toggled on, select within the Permitted Users column on the main Demographics screen to identify specific users or user groups that can view and search the Demographic.
Select Save.

The five SIS-Imported Demographic Groups - Meal Status, Gender, Disability, ELP Level, and Ethnicity - are hard coded into the eduCLIMBER platform, meaning that the toggles to show these demographics on the Student Profile, Data Walls, smartFORMS, and Chart Filters cannot be changed. However, these demographics can be given display names, so that the values imported from the SIS appear differently within eduCLIMBER. View Add Display Options to Demographics to learn more.

Delete a Demographic

Image displays the System Configuration page, with the Students & Guardians tab highlighted and labeled as step 2, the Demographics page selected and labeled as step 3, the 3 dot menu highlighted and labeled as step 4, and the Delete dropdown option labeled as step 5.

Go to System Configurations.
Select Students & Guardians.
Select Demographics.
Select the 3 Dot Menu.
Select Delete.

Next Steps

To learn how to manage the students within a Demographic, visit the Managing Students Within a Demographic.

To learn how to add permitted users to the Demographic, visit the Adding Permitted Users article.