This article will walk through how to create/manage Custom Rosters.
What is a Custom Roster? This feature allows you to take the student rostering data you are importing into Kelvin Pulse and create/manage a whole new set of Custom Roster(s) and assign them to user(s) for use within Kelvin Pulses.
How is this useful? This allows those users who do not normally have any students rostered to them (such as a school counselor, psychologist, speech pathologist, etc.) to have their own Student Roster within Kelvin Pulse.
Note: You must be a System Admin been in a Staff Group that has been given the permission to Manage Custom Rosters.
1. Select the Purple Circle Initial Icon in the top right hand corner.
2. Select Settings.
3. Select Manage Custom Rosters.
1. Select Add Custom Roster to create a new roster.
FYIs:
1. This column will show the number of users that the Custom Roster has been shared with.
2. This column displays the total number of students within the Custom Roster.
1. Select the Type of Custom Roster to build. NOTE: The default is Dynamic.
1. Enter the name of the Custom Roster.
2. Select the School that will be used to create the Custom Roster.
3. Add at least ONE filter using one of the options below.
- Grade Level
- Classes
- Student Custom Groups
NOTE: Each filter is an AND statement meaning that in order for a student to be included in the Custom Roster they must meet each filter criteria.
4. To add filters via conditions, select either Add Matching Condition or Add Range Condition.
5. In addition to adding students dynamically via the options above, you can also manually add students to the Student Roster that may or may not be included with the selected school and filter(s). NOTE: Any students added here will need to be manually adjusted.
6. To exclude any students, select their name(s) using the dropdown.
7. Use the dropdown to select the user(s) that should have the Custom Roster shared with them. NOTE: System Admin will automatically have the Custom Roster shared with them.
8. Select Save.
1. Enter the name of the Custom Roster.
2. Select the School that will be used to create the Custom Roster.
3. Click within the text box to add/select/remove the students that should be included in the Custom Roster. NOTE: To update the students (add/remove), you will need to edit the Custom Roster each time manually.
4. Click within the text box to add/delete the User(s) for whom the Custom Roster can be used by.
5. Select Save.
1. Locate the Custom Roster and select either edit/delete.
1. Make any additions/changes to the Title, School, Type, etc.
2. Add/remove any user(s).
3. Select Save.