To set up tracking sessions:
Select Planner on the bottom of the screen.
Select Create Session in the top right corner
Select students:
Use the "All Classes & Caseloads" drop-down in the top left to filter students by class and add students from different classes to the same tracking session.
Choose individual students by selecting the checkbox next to their name or click the Select All Students checkbox.
Complete the Session Details section:
Session Name: The session name is optional, but it is recommended to name sessions for easier searching and organization.
Data Collector: Click the drop-down to select the data collector for this session.
Note:
if the data collector is you, the session will appear in the Mine Tab
If the data collector is someone else, the session will appear in the My Staff's tab
Start Date: The date equals the day currently viewed in the Planner.
Click the calendar icon to select the date the session should be started on.
Start Time: Defaults to your system’s clock, but can be changed.
End Time: Specify when the session will end. The default setting is one hour after the selected Start Time.
Recurrence: Select this checkbox to create a recurring tracking session. Once selected, users can choose the weekly recurrence date(s).
End Date (only appears if the “Recurrence” checkbox is selected: Choose when the recurring tracking session series should end.
Once the students are selected and sessions details are added, you can click on the Modify Goals & Activities button to modify which activities and goals should be selected for each student, if desired. By default, all activities and goals are pre-selected for all added students.
If you do not wish to modify the goals and activities selected, click Save to finish setting up your tracking session.
Toggle between the Activities and Goals tabs to select or deselect items for each student individually.
Use the Select All checkbox to quickly select or deselect all activities or goals for a student.
Please note, in the Goals tab you can select either a particular goal or its short-term objectives, but not both simultaneously.
Once finished completing the session details and editing any activities and goals, if desired, click the Save button.
The newly created tracking session will now be visible on the Track page. To begin the session, click Continue.