Data Validation
- Leo Yoon
- Tyler Bach
Overview
In this section you will learn about the Data Validation feature of the SchoolEngage platform.
Data Validation is designed to assign Validation type forms to SchoolEngage users in bulk.
Users can navigate to the the Data Validation page by heading to Settings → Mass Actions → Data Validation.
Table of Contents
Setup Data Validation
This section covers how to setup data validation to assign new applications to users
Select Criteria
Criteria | Description |
|---|---|
User Type | The target user type of the form. Generally will be set to Student for forms which predominantly collects student related information. |
Source | The source of information which will populate the form with user information. Generally will be set to PowerSchool to retrieve information stored in PowerSchool. Selecting SchoolEngage will populate the form with information stored within SchoolEngage. |
Form | The form that will be assigned to users. |
School | Dictates which students will be available to assign forms to. |
Select options for the required drop downs listed in the table above.
Enabling the “Include pre-registered students” option will include students who are pre-registered in SchoolEngage/PowerSchool
Select the the specific grade(s) of the students you are interested in
TIP: To quickly enter all grades, hold the ENTER key after selecting the first grade
Click the Generate List button to get users which match the selected criteria in the steps above.
Selecting Students to assign forms to
After generating the list of students, users can further narrow down the students they wish to assign the form to.
Selecting students in the table
Selecting individual student(s) in the table will let users specify which students to assign the form to. After selecting students in this manner, the “Submit X Students” button will begin assigning the form to the respective students.
Clicking the checkbox in the table header will select all students in the current page.
Clicking the checkbox in each table row will select/deselect students
Querying students via Student Selection
Target students can be further narrowed through Student Selection.
View the PowerSchool documentation to learn about the query options available.
To query for students:
Click “Edit Selection”
In this dialog, you have the ability to create a search based on actual PowerSchool fields
Click “Run Query” to view the student list based on your criteria
Click “Done” to apply and view your search results
For more information on creating queries, view the “Creating student selections” page.
Query students via Student Group Selection
Target students can be further narrowed through Student Group Selection by importing selected students directly from the staff user’s PowerSchool.
This feature requires the SchoolEngage Student Group Selection plugin to be installed in your district’s PowerSchool.
For more information on importing student lists from PowerSchool, view the “Importing Student Groups from PowerSchool” page.
Run Data Validation
After selecting target users, click either the “Submit X Students” or “Submit for all X Students” to begin the Data Validation process.
Once data validation begins:
Forms will be queued for assignment to target users in batches of 100
Once the batch is complete, it will be given one of the following statuses
Status | Description |
|---|---|
Finished | The forms were successfully assigned to the batch. |
Failed | An error occurring form assignment. |
Interrupted | The SchoolEngage Service is unavailable during form assignment |
Cancelled | The form assignment is stopped by staff. |
Reverting Assignment
Once a batch of assignments are complete, staff have the ability to undo assignment of forms which have been created through data validation.
Full Reset
By checking the “Delete all forms, including those that have been submitted and possibly approved.” option, all forms will be unassigned from this batch.
Soft Reset
By leaving the “Delete all forms, including those that have been submitted and possibly approved.” option unchecked, the forms which have not been modified, submitted or approved will be reverted.