Overview

Students lists are named set of students that can be used in various places throughout Genesis including: Assigning homerooms, reporting, and searching.

A student list has a name and list of student ids associated to it.

You can search by, create, and/or modify student lists via Student Data>Student Lists>Student Search.

There are two types of student lists: Static and Dynamic.

- A Static Student List is a listing of specific students. For example, A list named "Counselor John's Students" could contain 15 specific student ids. When a user uses this list; the same exact 15 students would always appear.

- A Dynamic Student List is a listing of students based on a search criteria. For example, A list name "High School Grade 09" could contain a list of all students that are in grade 09. When the user uses this list; all student that are currently in grade 09 at that moment are used.

TABLE OF CONTENTS

• Creating Static Lists
• Creating a Static List with an Excel File
• Maintaining Static Lists
  • Selecting a list to maintain
  • Deleting a list
  • Remove a student from the list
  • Sharing your list with others
  • Sharing your list with Roles
• Creating Dynamic Lists

Creating Static Lists

Static lists can be created in a variety of ways.

The most common way is through the Student Data>Student List>Student Search screen.

How do I create a student list from the search screen?

1. First, perform a search for students on the Student Data>Student List>Student Search tab.
2. Once you have results, you can either check the desired students to add to the list, or check the top check box to select all students in the search results.
   
   • To add students to a new list: Enter the name of the list you wish to create in the "Add Checked to a New List" field and click the OK button.
   • To add students to an existing list: select a list in the "Add Checked to This List" field and click the OK button. If a student is already in the list; that student will not be added. A student list contains a set of unique students.

Creating a Static List with an Excel File

Question: I have a file that already contains students I'd like to add to a list. How can I accomplish this?

If you happen to have an excel file of Student IDs, you can import that file into the system to create a student list.

1. Go to Student Data>Edit Lists and select a list |OR| click the "Create Student List" button.
   
2. In the "Import Students by" field select either Local ID or State Student ID based on the info in your excel.
3. Indicate which column in excel contains your student IDs.
4. Use the "Choose File" button to locate the excel file on your computer.  Select it.
5. Click "Upload File" to complete the import.

New Features

Combining Lists

You can now combine static lists via Student Data>Edit Lists.

Check off the list to the left, enter a name for the new list, and click "Combine Checked Static Lists."

If you also check off "Delete Combined Lists" - the lists you selected to combine will be removed.

Student List Groups 

We added the ability to group student lists from the Student Data>Edit Lists screen.

You can create the groups by clicking on the icon in the Groups column.

Once you have created a group, you will be able to select the group in the dropdown to save for the list.

Dropdowns for the student lists will display the lists by grouping.

Maintaining Static Lists

Selecting a list to maintain

You can maintenance your existing student lists on the Student Data>Edit Lists screen.

Click to Modify the student list by clicking on the to the right of the list you need.

Deleting a list

Either click the trash can next to the list you wish to delete (via Student Data>Edit Lists), or check the desired lists to delete and click on the trash can at the bottom, as shown below.

Re-sort the list

The list of students is stored in the order in which you have added them to the list. If you wish to change the order of the students, select the new order in the drop down titled Re-sort this list by and then click the button next to it.

Remove a student from the list

To remove one student from the list; click on the trash can icon next to the student.

Sharing your list with others

We added security to the "share lists" feature.

If a user needs this ability, add "studentdata.editslists.sharelists" to their role via Setup>Security>Roles.

When they log out and log back in, they'll be able to share student lists.

You can share your list with another user.

This grants that user the ability to use your list, and optionally make changes to the students within it.

To share the list, simply select the user you wish to share it with, and then decide if you want that user to be able to make changes to it (as read-only).

Click the disk icon to share.

• Names that appear in Yellow are users that have this list shared to as Read Only.
• Names that appear in Green are users that have this list shared to.
  

Sharing your list with Roles

You can now also share a student list with an entire role.  

So, if you select a role to share it with, every user with that Role will get the student list.

Creating Dynamic Lists

Dynamic lists are a wonderful tool to keep track of students based on their attributes.

For example, you may want a list of all students that are in homeroom 101.

As students are transferred in and out of the homeroom, the list would always have the students that are currently in homeroom 101.

To create a dynamic list:

1. Type in the name of the list you wish to create in the field titled Create a new dynamic student list called:.
2. Click the create button.
3. Select the Data Element that you wish to search for students by. 
   • This is almost always Student. As you get familiar with the database in Genesis, you will find that you can create dynamic lists for just about any purpose; such as all students who took a certain course.
   • Create your criteria: Select a field name from the data element on the left, the operator in the middle and value you wish to search for in the right. Click Add to add your criteria.
   • You can also use Expression Filters now. Expressions must result in true or false
   • The trash can icon will remove a search criteria from your search.

Available macros values

Magic Fields