3 Matching Annotations
  1. Oct 2024
    1. live

      I think functionality varies whether a Cycle is live or not

    2. If you need to add students to a live Cycle whether or not they are in the associated Student List View(s), you will use the options in the ⋮ (3-dot) menu next to the 'Live' button. Use "Add students to cycle" to add one or more student(s) manually who are not in the associated Student List View(s).  Click "Add Students to Cycle" → Type in student name(s) → Click "Add" If a student is already assigned to a form within the Cycle, their name will not appear when typed.  Alternatively, you can use the 'Add Students to Cycle' button to add students in the same way. Use "Get new students" to add students who were newly added to the associated Student List View(s) after the cycle was set live. Click the “⋮” icon at the top of the screen → Click "Get new students" → Review → Click "Yes, get new students".  Alternatively, you can add students to a cycle from the Student List.  Select the appropriate students from the Student List, click the "Edit" button above the student list, select "Add to Cycle" and select the correct cycle, then click "Submit."   Use "Add Forms" to add students who are not in the associated Student List View(s) and/or require different contributor(s) than the other students in the cycle. Click the “⋮” icon at the top of the screen → Click "Add Forms" → Select student(s) to add → Select contributors (you must select their Role, whether signing is optional or required by clicking the sign icon, and Contributor name. The 'Add Forms' option may be helpful in cases where there was a staff change or student schedule change during a live cycle, or if a contributor accidentally deletes a form that other contributors have already submitted for the same student.

      I think this needs its own section for how to add students to a Cycle or how to add additional Forms.

    3. Matching is how educators are matched to complete a form for a given student based on student and educator criteria defined in a Cycle.

      Suggested edit: "Newly generated Forms are not yet matched or assigned to educators. Matching is how educators are tied to student Forms based on Cycle set up criteria and Course Tagging.”