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    The Institution Admin Dashboard - Adding and Managing Groups

    A more in depth look into the admin role including how to add groups individually and via a CSV file.

    Administrators can use the Institution Admin dashboard to add and manage students, instructors, and groups.

    When the admin logs in, the default view will be Groups. Admins can navigate within the Institution Admin options by using the menu on the left.

    Please note, the institution must have an active contract in place with CompTIA in order to add new students, instructors, and groups.

    Groups

    The primary reason for using groups is to organize students with instructors so the instructors can see reporting for their students in the Boost Dashboard. 

    Admins can add students and instructors first and then assign them into groups, or upload them directly into groups using a CSV file. 

    If an institution chooses not to use groups they would have to elevate their “instructors” to Institution Supervisors. 

    Groups are still useful even if there are no instructors as a means of organizing students into class sessions or cohorts for reporting purposes.

     

    From the Group screen, admins can view the group ID#, the group name, the number of students in the group, the number of students with valid access, the number of instructors attached to the group, and the date the group was created. 

    Using the Search field, the admin can search for specific groups by group name.

    Using the red Download Groups CSV link, admins can export the group information from this screen to a .CSV document.

    To manage an existing group, click on the row. From this screen, the admin can choose to manage instructors or students attached to the group. Clicking the Manage button under the instructor or student tab will allow the admin to add or remove instructors or students from that specific group.

    To add new groups, click on the New Group button on the right.

    To add a single group, select New Group from the drop-down menu. Add the group name – consider setting up a group naming convention so that all groups are named consistently and are easily identifiable.

    Setting the study plan completion date allows for all students in the group to have the same goal date for the completion of the course.  Click Next.

    Assign an existing instructor to the group by clicking on the field next to their name and then clicking Add to Group. Add a new instructor to the group by using the New Instructor drop-down on the right.   

    Once instructors have been added, select Next. The admin can now add students to the new group. Assign existing student(s) to the group by clicking on the field next to their name and then clicking Add to Group. Add new students to the group by using the New Students drop-down on the right side of the screen.

    Click on the Finish button when you are done adding students, and the new group will appear under Groups. 

    To upload multiple students and instructors directly into groups at the same time, select Upload Multiple from the New Group drop-down menu. Next, follow the detailed instructions on how to create a CSV file. Admins will need to provide a name and email address for every student and instructor they want to upload.  If desired, they can also provide a password, or leave that field blank in order for the registration email to be sent automatically to the users in the file.  Admins will also need to indicate each users role, and add a group name. 

    Before uploading the complete CSV file, select the appropriate contract and course. If the admin wants to upload students and instructors to multiple contracts, complete the upload process for the first contract and then go through the process again selecting the second contract.  The system will recognize that the users already exist in the platform and add them to the second contract. For limited contracts be sure to select the button to “exclude from the contract’s seat count” – doing so will only exclude instructors from the seat count (not students). 

    After formatting the .CSV file per the provided specifications and selecting a contract and course, click the Upload button.  Notifications will display alerting the admin that the CSV file is queued for upload and when the process has been completed successfully. The admin will also receive an email when the upload is complete with a summary of the upload and identifying any errors in the process.

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