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• 3 respondent types: Student, Parent/Guardian, Staff

  • These can be separate files OR worksheets in a single excel workbook

• Excel spreadsheet:

  • First row to be a header row identifying the columns

  • All other rows are expected to be data rows

  • Columns are expected to be:

    • Survey data (times, ip addresses, etc.) - not used in the module

    • Filtering data (school location, FNMI declaration, etc.)

      • NOTE: School (by number or name) is required for filtering by location and data access

        • MAKE SURE if number then it is PowerSchool school_number, if school name must match PowerSchool school name exactly

    • Questions

      • It is expected that the column header value is the full text of the survey question

      • It is expected that the data rows contain the text of the answer (“Agree” not “1”)

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• Click upload icon

• For each respondent type select Additional Data (adding to existing), Replace (remove original data and upload as new), or skip. Skip would typically be for the data already imported when 3 separate files are uploaded

Setting up the Survey Settings

Now that the data is all imported we can set up the Survey details. These include:

• Identification of the School Identifier column

  • Settings - Survey Settings - For each of Student, Staff and Family

    • in the Survey Columns table click the grad-cap icon on the right hand side

    • select the column that represents the school number or school name

    • Save

  • This allows users to only access the school(s) they have access to

• Identifying report filters

  • Settings - Survey Settings - For each of Student, Staff, and Family

    • in the Survey Columns table review the columns and check the column “Is Filter?” for any column that you would like to use as a data filters (grade, FNMI self designation, etc.). Columns may be both filter and reported data

The next step is to define the Color Schemas that will be used. Color Schemas apply a set of colors to a set of responses. For example:

• Yes (green), No (red)

• Strongly Approve (green), Approve (blue), Disapprove (orange), Strongly Disapprove (red)

• etc.

These settings are what drive the reporting on the survey

The final step is to create the “Reports”: which data is to have the responses tabulated, color coded and displayed for the user. For each respondent type and for each column to be reported on:

• Click the + icon on the right side of the Reports table (below the Survey Columns section - it may be collapsed

  • Select the column (will be shown by the content of the column which should be the question text)

    • You may select multiple columns that you want to group - they will have the same report type and must all have the same response sets

  • Change (if desired) the Name of the column (remove #, reword for reporting, etc)

  • Select the Report Type (Bar, Donut, Qualitative)

    • Note: Qualitative data is not currently reported on

  • Select the Color Schema matching the responses to the question

  • Enter the order in which you would like to see this on the page

  • Save

At this point the Reports area will display the defined reports for the selected Survey