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2 Copyright 2012 an unpublished work by isams Independent Ltd. All right reserved. Copyright Copyright 2012 isams Independent Ltd. All right reserved. All rights reserved. No part of this publication may be reproduced, transcribed, transmitted, stored in a retrieval system or translated into any language, in any form or by any means mechanical, manual, electronic, magnetic, chemical, optical, including photocopying or otherwise without the prior written permission of isams Independent Ltd. Confidentiality This document is the property of isams Independent Ltd, and is provided on the understanding that its use will be confined to the officers of your company and that no part of its contents will be disclosed to third parties without the prior written consent of isams Independent Ltd. This online publication is to be returned to isams Independent Ltd when it is no longer required for the agreed purpose. Version History Document version Date Description / reason for modifications Version 1.0 September 2012 Release of isams Tracking Manager Module Acknowledgements isams Independent Ltd respectfully acknowledge all trademarks, trade names and other unique identification symbols, whether implied or explicit, used within this document. isams Independent Ltd. 9 Talavera Court Darnell Way Moulton Park Northampton NN3 6RW Tel: Fax: sales@isams.co.uk Web: This guide was written and produced for isams by: Armada 6 West Court, Saxon Business Park Stoke Prior Bromsgrove B60 4AD Tel: Web: 2 September 2012

3 Contents Contents About This Guide... 8 Explanation of Symbols... 8 Typefaces... 8 Before You Use Tracking Manager For The First Time... 9 Chapter 1: Setting Up Tracking Manager Configuration Overview for Tracking Manager Getting Started with Tracking Manager Setting Up Tracking Features Tracking Manager Component Harness Re-Install the Tracking Manager Module Using the Tracking Object Wizards Tracking Object Wizards Stage 1: Style Wizard Stage 2: Style Wizard Using the Sorting Wizard Using the Gradeset Wizard Using the Transpose Wizard Setting Up the Style of Tracking Objects Style and Design Objects Overview Create a Tracking Style Copy an Existing Tracking Style Edit a Tracking Style Delete a Tracking Style Export a Tracking Style Import a Tracking Style Arrange Tracking Styles Setting Up Style Logic Setting Up the Sorting of Tracking Objects Sorting and Ordering Objects Overview Create a Sorting Object Copy an Existing Sorting Object Edit a Sorting Object Delete a Sorting Object Export a Sorting Object Import a Sorting Object Arrange Sorting Objects Setting Up Sorting Elements September

4 Contents ISAMS Tracking Manager User Guide Setting Up Gradesets Objects Gradeset Objects Overview Create a Gradeset Object Copy an Existing Gradeset Object Edit a Gradeset Object Delete a Gradeset Object Export a Gradeset Object Import a Gradeset Object Arrange Gradeset Objects Setting Up Gradeset Elements Setting Up Transpose Objects Transpose Objects Overview Create a Transpose Object Copy an Existing Transpose Object Reverse an Existing Transpose Object Edit a Transpose Object Delete a Transpose Object Export a Transpose Object Import a Transpose Object Arrange Transpose Objects Setting Up Transpose Elements Setting Up Model Defaults Tracking User Defaults Tracking Model Defaults Add a Model Default Edit a Model Default Delete Model Defaults Export Model Defaults Import Model Defaults Setting Up Style Sheet Options Style Sheet Options Add a Style Sheet Edit a Style Sheet Delete a Style Sheet Export a Style Sheet Import a Style Sheet Chapter 2: Setting Up The Manage Models Tab Manage Models Overview Setup My Model Preferences September 2012

5 Contents Setting Up Folders in Manage Models Tracking Folders Overview Create a Tracking Folder Copy a Tracking Folder Edit a Tracking Folder Cut and Paste Tracking Folders Delete a Tracking Folder Export a Tracking Folder Arrange Tracking Folders Setting Up Tracking Models Tracking Models Overview Create a Tracking Model Copy a Tracking Model Edit a Tracking Model Cut and Paste Tracking Models Delete a Tracking Model Arrange Tracking Models Chapter 3: Run Your Tracking Model Run Your Tracking Model Add Pupils to Your Tracking Model Add a Reporting Dataset Stage 2: Add Reporting Data Stage 1: Add Reporting Data Stage 3-4: Add Reporting Data Add a Mark Book Dataset Stage 1: Add Mark Book Data Stage 2: Add Mark Book Data Stage 3-4: Add Mark Book Data Add an External Exam Dataset Stage 1: Add External Exam Data Stage 2: Add External Exam Data Stage 3-4: Add External Exam Data Add an Internal Exam Dataset Stage 1: Add Internal Exam Data Stage 2: Add Internal Exam Data Stage 3-4: Add Internal Exam Data Add an External Dataset Stage 2: Add External Data Stage 3-4: Add External Data September

6 Contents ISAMS Tracking Manager User Guide Create Model Charts Create a Calculated Column Copy, Download or Print a Tracking Model Chapter 4: Managing Your Tracking Model Viewing the Model Audit Manage Pupil Characteristics in Tracking Models Add Pupil Characteristics Edit Pupil Characteristics Arrange Pupil Characteristics Delete Pupil Characteristics Reset Pupil Characteristics Activate and Disable Pupil Characteristics Hide or Show Pupil Characteristics Manage Datasets in Tracking Models Edit Dataset Elements Overview Step 1: Edit a Dataset Element Column Step 2: Edit a Dataset Element Column Arrange Dataset Element Columns Delete Dataset Elements and Dataset Element Columns Reset Dataset Element Columns Duplicate a Dataset Element Column Activate and Disable Dataset Element Columns Hide or Show Dataset Element Columns Manage Calculated Columns in Tracking Models Edit Calculated Columns Overview Edit a Calculated Column Edit a Calculated Column Formula Arrange Calculated Columns Delete Calculated Columns Reset Calculated Columns Duplicate a Calculated Column Activate and Disable Calculated Columns Hide or Show Calculated Columns Manage Tracking Model Charts Edit Model Charts Arrange Model Charts Delete Model Charts Reset Model Charts Activate and Disable Model Charts September 2012

7 Contents Chapter 5: Importing External Data Into The Tracking Manager External Data Tab Overview Steps 1-2: Importing External Data Steps 3-4: Importing External Data Add Subject Adjustments View External Data by Student Manage Data Imports Manage Imported Files Amend Incomplete Files Arrange Imported Files Delete Imported Files Manage Subject Adjustments Edit Subject Adjustments Delete Subject Adjustments Student Data Exports Create Student Data Exports Run Student Data Export Manage Student Data Exports Delete Student Data Exports Chapter 6: Tracking Manager Audit Log Logging Overview in Tracking Manager Model Auditing External Data Auditing Configuration Auditing Index September

8 About This Guide ISAMS Tracking Manager User Guide About This Guide Use the Tracking Manager Module to monitor the academic performance and progress of pupils. This guide provides information required by users and administrators of the Tracking Manager Module. It contains the following chapters: Chapter 1: Setting Up Tracking Manager. All the features in the Configuration tab are explained in this chapter. Use this when you first access the Tracking Manager Module to setup the module to suit you. See page 11. Chapter 2: Setting Up the Manage Models Tab. Use this to help you set up Tracking Folders and Tracking Models for the first time. Use a different Tracking Folder for each user or groups of users so that the Tracking Models they require are always to hand. See page 117. Chapter 3: Run Your Tracking Model. Create Tracking Models to view a form group's results gathered over a period of time or select to view a snapshot of individual pupil results for a chosen point in time. This helps you to assess pupil progress or generate an end of year average result. Also learn how to create Model Charts to provide a visual interpretation of Tracking Models. See page 145. Chapter 4: Managing Your Tracking Model. Explains how to edit your Tracking Models. See page 197. Chapter 5: Importing External Data into the Tracking Manager. Learn how to import data from a source outside of isams, such as a pupil's previous school assessment results. See page 239. Chapter 6: Tracking Manager Audit Log. An explanation of the Logging tab and the audit information that is available. See page 255. Explanation of Symbols The following symbols are used in this guide: Note a point that needs particular attention or further information that may be of interest. Tip a handy hint that may provide a useful alternative or save time. Caution proceeding with a course of action may result in a risk, e.g. wasting your time or potential problems with the operation of your system. Typefaces The following typefaces are used throughout this manual: This typeface (italic) is used to represent cross-references within the manual and important and useful additional information in the form of notes, tips and warnings. This typeface (bold) is used to represent information displayed on the screen, such as button and web page names. This typeface (underlined) is used to represent hyperlinks to external websites or addresses. 8 September 2012

9 Before You Use Tracking Manager For The First Time Before You Use Tracking Manager For The First Time Before you use the Tracking Manager Module for the first time you must ensure that the modules it is linked to are setup correctly. The modules linked to the Tracking Manager Module are listed below: Module Reports Manager Online Assessment System Markbooks Exams Manager Internal Exams Manager Details to be setup... Report and assessment cycles are active. All assessment data is linked to a cycle. Markbooks are setup for individual subjects. Only subject markbooks are used in the Tracking Manager Module. Exam programmes are setup and linked to subjects. Exam programmes are setup and linked to subjects. You can also import data from an Excel document into the Tracking Manager Module. See External Data Tab Overview, page 239, for more information. September

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11 Setting Up Tracking Manager Chapter 1: Setting Up Tracking Manager September

12 Setting Up Tracking Manager ISAMS Tracking Manager User Guide Configuration Overview for Tracking Manager When you first access the Tracking Manager Module you must use the Configuration tab to setup the module to suit you. All the settings saved in the Configuration tab are applied throughout the module. An example of the Configuration tab is shown below: Work through the options listed in the right hand menu of the Configuration tab. The Configuration tab options are explained in the table below: Option Module Configuration Explanation Tracking Configuration. Use this option to start using the module. See Getting Started with Tracking Manager, page 14, for more information. Tracking Features. Select the data sources and functions for the Tracking Manager Module. See Setting Up Tracking Features, page 15, for more information. 12 September 2012

13 Setting Up Tracking Manager Option Tracking Objects Model Defaults Style Sheet Options Explanation Use the options available to setup how data is displayed and used in your Tracking Models. It is important that Tracking Objects are setup before you start using Tracking Models. This ensures that you use the full functionality of the Tracking Manager Module. Wizards are available in each of the options available. See Tracking Object Wizards, page 22, for more information. Style & Design Objects. Setup how data is grouped and displayed. Data is colour coded for ease. See Style and Design Objects Overview, page 37, for more information. Sorting & Ordering Objects. Setup the order that data used in the module is listed. For example, choose to list effort grades of '1' and exam grades of 'A' first. This helps you to compare information gathered from different sources. See Sorting and Ordering Objects Overview, page 54, for more information. Gradeset Objects. Translate gradeset values of numerical data (such as results of between 80% and 100%) into grades, marks or targets. The original data is still available to view in your Tracking Models. See Gradeset Objects Overview, page 70, for more information. Transpose Objects. Change the format of data linked to the Tracking Manager Module. Setup Transpose Objects as numerical values, grades or targets. Use this to transpose data from different sources into common values. Common numerical values can be used for calculating average grades. The original data is still available to view in your Tracking Models. See Transpose Objects Overview, page 86, for more information. Tracking User Defaults. This option is not currently in use. See Setup My Model Preferences, page 120, for help setting up default display options in the Manage Models tab. Tracking Model Defaults. Setup default features for new Tracking Models to suit you. See Tracking Model Defaults, page 104, for more information. Screen Style Sheets. Use to setup the colours and styling for onscreen versions of Tracking Models. Print Style Sheets. Use to setup the colours and styling for printed versions of Tracking Models. See Style Sheet Options, page 108, for more information on style sheets. September

14 Setting Up Tracking Manager ISAMS Tracking Manager User Guide Option Module Setup Explanation Component Harness. The components used throughout the module are listed here along with their current installation status. Contact the Help Desk if any of the components are listed either as not installed or not working correctly. This may be the reason the module is not producing Tracking Models as expected. See Tracking Manager Component Harness, page 20, for more information. Module Options. Use to re-install the entire module or reset styling options to default settings. Use this option with caution as reinstalling the module deletes all current content and settings. See Re-Install the Tracking Manager, page 21, for more information. Getting Started with Tracking Manager Use Tracking Configuration in the Configuration tab to setup the Tracking Manager Module for use. An example of Tracking Configuration is shown below: To start using the module, follow the steps below: 1. Select the Configuration tab and select Tracking Configuration from the right hand menu. 2. In Enable Tracking Manager, select Yes to start using the module. 3. In Module Options, select No to Debug Mode. The Debug Mode is for isams use only to identify errors which may occur in the Manage Models tab. 4. Complete the Tracking Administrator details. The Tracking Administrator is a central contact for users of the Tracking Manager Module. 5. Click Save Configuration to save your selections. Click Reload Configuration to reset the tab to the last saved settings, if required. 14 September 2012

15 Setting Up Tracking Manager Setting Up Tracking Features Use Tracking Features in the Configuration tab to select data sources and functions for the Tracking Manager Module. Your selections influence the information you can view and track in the Tracking Manager Module. Selecting multiple modules and data sources means that you can compare pupil progress data from different areas of your school. Remember that you are only setting up the option of using these sources and functions. When you create Tracking Models additional options are available for you to select the data that you want to include. For example, enable the use of Reporting Data and check the box to include Grading reports. When you create a Tracking Model you are presented with a list of Grading reports, select the report you want to include in your Tracking Model. A number of tabs are available for you to work with in the Tracking Features screen: Each tab available corresponds to a source or function used in the Tracking Manager Module: Reporting. Links the Reports Manager Module, the Reports Wizard Module and the Online Assessment System Module. External Exams. Links the Exams Manager Module. Internal Exams. Links the Internal Exams Manager Module. Mark Book Data. Links the Markbooks Module. External Data. Enable the use of data from an external source. Calculated. Enable the use of calculated columns. These are useful for calculating average grades for a pupil's end of year exams or for reviewing pupil progress over time. Each of these tabs is explained further in the following pages. September

16 Setting Up Tracking Manager ISAMS Tracking Manager User Guide Reporting Tab To link the Reports Manager and Online Assessment System to the Tracking Manager Module, follow the steps below: 1. Select the Configuration tab and click Tracking Features in the right hand menu. The Tracking Features screen is displayed. 2. Select the Reporting tab. An example of the Reporting tab is shown below: 3. In Enable Reporting Features, select Yes to link the Reporting modules. 4. Use the check boxes in Reporting Types to select the reporting types you want to link to the Tracking Manager Module. Selecting all the options available gives you the most flexibility when creating Tracking Models. 5. Use the check boxes in Reporting Status to link Draft or Incomplete reports to the Tracking Manager Module. There is no check box for Complete reports, these are selected by default. In the majority of cases you only need to link Complete reports to the Tracking Manager Module. 6. Click Save Features to save your selections. Click Reload Features to reset the tab to the last saved settings, if required. 16 September 2012

17 Setting Up Tracking Manager External Exams To link the Exams Manager to the Tracking Manager Module, follow the steps below: 1. Select the Configuration tab and click Tracking Features in the right hand menu. 2. Select the External Exams tab. An example of the External Exams tab is shown below: 3. In Enable External Exam Features, select Yes to link the module. 4. Use the check boxes in External Exam Objects to select elements of external exam results to link to the Tracking Manager Module. 5. Use the check boxes in External Exams Results to select the types of result to link to the Tracking Manager Module. Certification being the final grade and Component/Unit being the module grades of the external exam. 6. Click Save Features to save your selections. Click Reload Features to reset the tab to the last saved settings, if required. September

18 Setting Up Tracking Manager ISAMS Tracking Manager User Guide Internal Exams To link the Internal Exams Manager to the Tracking Manager Module, follow the steps below: 1. Select the Configuration tab and click Tracking Features in the right hand menu. 2. Select the Internal Exams tab. An example of the Internal Exams tab is shown below: 3. In Enable Internal Exam Features, select Yes to link the module. 4. Use the check boxes in Internal Exam Results to select marks and grades to link to the Tracking Manager Module. 5. Click Save Features to save your selections. Click Reload Features to reset the tab to the last saved settings, if required. 18 September 2012

19 Setting Up Tracking Manager Mark Book Data To link the Markbooks Module to the Tracking Manager Module, follow the steps below: 1. Select the Configuration tab and click Tracking Features in the right hand menu. 2. Select the Mark Book Data tab. An example of the Mark Book Data tab is shown below: External Data 3. In Enable Mark Book Features, select Yes to link the module. 4. Use the check boxes in Mark Book Types to select marks to link to the Tracking Manager Module. Personal Mark Books are those which you have setup and can only be used by you. Global Mark Books can be accessed by all Markbook Module users. 5. Use the check boxes in Mark Book Test Types to select Tests to link to the Tracking Manager Module. 6. Click Save Features to save your selections. Click Reload Features to reset the tab to the last saved settings, if required. To setup the use of imported data in the Tracking Manage Module, follow the steps below: 1. Select the Configuration tab and click Tracking Features in the right hand menu. 2. Select the External Data tab. 3. In Enable External Data Features, select Yes. External data must be in an Excel file. 4. Click Save Features to save your selections. Click Reload Features to reset the tab to the last saved settings, if required. September

20 Setting Up Tracking Manager ISAMS Tracking Manager User Guide Calculated Tab To enable the use of calculated columns in your Tracking Models, follow the steps below: 1. Select the Configuration tab and click Tracking Features in the right hand menu. 2. Select the Calculated tab. 3. In Enable Calculated Features, select Yes. Selecting No to Use Calculated Data after you have already used calculated columns does not remove any existing calculated columns in your tracking models. 4. Click Save Features to save your selections. Click Reload Features to reset the tab to the last saved settings, if required. Tracking Manager Component Harness Use the Component Harness option to check that component software used with isams, such as Excel, is working correctly. The Component Harness option is available in the Configuration tab. An example of the Component Harness screen is shown below: Check this if you unable to download a Tracking Model in your selected format or the import/export functions from the Configuration tab are not working as expected. 20 September 2012

21 Setting Up Tracking Manager Contact the Help Desk if any of the components are listed as not installed or not working correctly. Re-Install the Tracking Manager Module Use the options available in the Module Options screen to re-install all or part of the Tracking Manager Module. Module Options must be used with caution as using them causes permanent changes to the module. An example of the Module Options screen is shown below: Re-Populate Style Sheets To re-install the style sheets used in the Tracking Manager Module, follow the steps below: 1. In the Configuration tab, select Module Options from the right hand menu. The Module Options screen is displayed. 2. Click Re-Populate Style Sheets. You are prompted Are you sure you want to re-populate the default style sheets? 3. Click Yes. Any changes you have made to style sheets are deleted and reset to their default settings. Re-Install Module To re-install the entire Tracking Manager Module, follow the steps below: 1. In the Configuration tab, select Module Options from the right hand menu. The Module Options screen is displayed. 2. Click Re-Install Module. You are prompted Are you sure you want to re-install this module? 3. Select Yes. All contents in the module are removed and settings re-installed to their default. Once this option is selected you need to setup the module as you would when you use it for the first time. September

22 Setting Up Tracking Manager ISAMS Tracking Manager User Guide Using the Tracking Object Wizards Tracking Object Wizards Use the Tracking Object Wizards for configuring Tracking Objects quickly. Wizards are available for each of the Tracking Objects options. It is important that Tracking Objects are setup before you start using Tracking Models. This ensures that you use the full functionality of the Tracking Manager Module. Follow the stages in each of the Wizards to start using Tracking Objects in your Tracking Models. The following Tracking Objects Wizards are available for you to work through: Style Wizard. Use to setup Tracking Styles to apply to the data in your Tracking Models. Tracking Styles change the way that the data in your Tracking Models is displayed. Setup a different Tracking Style for each type of data that you link to the Tracking Manager Module. See Stage 1: Style Wizard, page 22, for more information. Sorting Wizard. Use to setup Sorting Objects to sort the data in your Tracking Models. It is recommended that you list all data in order of merit. For example, choose to list effort grades of '1' and exam grades of 'A' first. This helps you to compare information gathered from different sources. See Using the Sorting Wizard, page 28, for more information. Gradeset Wizard. Use to setup Gradeset Objects. Apply Gradeset Objects in your Tracking Models to translate numerical data into grades, marks or targets which the Tracking Manager Module recognises. For example, choose to translate results linked from the Exams Manager Module of between '80% and 100%' into a grade 'A'. This helps you to compare information gathered from different sources by giving them common values. See Using the Gradeset Wizard, page 31, for more information. Transpose Wizard. Use to setup Transpose Objects. Apply Transpose Objects in your Tracking Models to transpose the data into common values. Use common numerical values to make calculations in your Tracking Models, such as calculating average marks. See Using the Transpose Wizard, page 34, for more information. Stage 1: Style Wizard Use the Style Wizard as a quick way to setup the Style and Design Objects option. You are taken through steps to create a Tracking Style and then add a number of Style Logic to it. This ensures that you complete all the steps required to start using Tracking Styles in your Tracking Models. Tracking Styles change the way that the data is displayed in your Tracking Models. Setup a different Tracking Style for each type of data that you link to the Tracking Manager Module. Use Stage 2 of the Style Wizard to add Style Logic to your Tracking Style. Style Logic are the elements which make up each Tracking Style. For example, use a Tracking Style for external exam results which contains a Style Logic for each grade awarded. Setup the Style Logic to display all 'A' grades as green and all 'E' grades as red in your Tracking Model. 22 September 2012

23 Setting Up Tracking Manager To setup the Style Wizard, follow the steps below: 1. In the Configuration tab, select Style and Design Objects from the right hand menu. The Style and Design Objects screen is displayed. 2. Click in the top left of the screen. Stage 1 of the Style Wizard is displayed. An example is shown below: 3. Complete the sections available: Section Style Details Style Defaults Explanation Style Name. Use a clear, concise and unique name for your Tracking Style. This is displayed when creating columns in Tracking Models. Style Code. Choose to amend the default code provided, if required. This is displayed when managing columns in Tracking Models. Style Active. Select Yes to start using the Tracking Style. Active Tracking Styles are identified by the icon in the Style and Design Objects screen. Selecting No makes the Tracking Style inactive and you are unable to use it. Default Style. Select Yes for this Tracking Style to be preselected when you create new columns in Tracking Models. Default Tracking Styles are identified by the icon in the Style and Design Objects screen. Global Style. Select Yes for all Tracking Manager Module users to access this Tracking Style. Select No for the Tracking Style to be listed as Private (only you can use a Private Style). September

24 Setting Up Tracking Manager ISAMS Tracking Manager User Guide 4. Click Next. Stage 2: Style Wizard Stage 2 of the Style Wizard is displayed. See Stage 2: Style Wizard, page 24, for help on adding Style Logic to your Tracking Style. To add Style Logic to your Tracking Style, follow the steps below: 1. Click in Stage 2 of the Style Wizard. The Create Style Logic window is displayed. An example is shown below: 2. Complete the sections available in the Logic Details tab: Section Logic Details Logic Options Explanation Logic Operation. Use the drop down list to select a term for either 'Numeric' or 'Text' data. This is applied to data in your Tracking Model. Numeric Value. This is only displayed when using 'Numeric' Logic Operations. Enter the value to be used with the Logic Operation. For example, enter a value of '80' with a Logic Operation of ''Greater Than'. The Style Logic will filter all data with a value greater than 80. Logic Value. This is only displayed when using 'Text' Logic Operations. Enter the value to be used with the Logic Operation. You can enter more than one term, if required. Separate multiple terms with a comma. For example, enter values of 'A,B' with a Logic Operation of 'Contains'. The Style Logic filters all data which contains either an A or a B. Select Yes to start using the Style Logic. Selecting No makes the Style Logic inactive and you are unable to use it. 24 September 2012

25 Setting Up Tracking Manager 3. Select the Style Elements tab. Use the sections available to setup the colour styling for the text, background and border of your Style Logic. An example of the Style Elements tab is shown below. 4. In the Text Style Elements section, click to select a colour for the text of your Style Logic. A popup window is displayed, an example is shown below: Use your preferred method for selecting a colour. Either: a) Use your mouse to scroll up and down the central colour palette and select a colour to work with. b) Move the circle in the left hand box to select a hue for your Style Logic. -or- Enter RGB values in the fields available. -or- Enter HSB values in the fields available. -or- Enter a hexadecimal code in the field available. September

26 Setting Up Tracking Manager ISAMS Tracking Manager User Guide Your selected colour is displayed in the top right of the popup window. Click on the Create Style Logic window once you have made your selection. This removes the popup window. 5. Select the Text Alignment for the Style Logic. This defaults to 'Center', adjust this if required using the options in the drop down list. 6. Continue to complete the sections in the Style Elements tab to setup the styling for: Cell Style. Select a colour; leave the cell padding as the default selection. Border Style. Select a thickness, style and colour. Complete these sections in the same format as setting up Text Style. 7. Click Save & Close. Add more Style Logic, as required. The Style Logic you add are displayed in Stage 2 of the Style Wizard. An example is shown below: 26 September 2012

27 Setting Up Tracking Manager Icons are available for you to use in Stage 2 of the Style Wizard, if required. These are explained in the table below: Icon Use to... Arrange the order that Style Logic are listed. Choose to list the most used at the top of the list. See Arrange Style Logic, page 53, for more information. Edit the properties of the Style Logic. See Edit a Style Logic, page 49, for more information. Delete the Style Logic if it is not required. See Delete a Style Logic, page 52, for more information. Refresh the display to include any changes you have made. 8. Click Next once you have complete the list of Style Logic. A window confirming that you have successfully completed the Style Wizard is displayed. An example is shown below. September

28 Setting Up Tracking Manager ISAMS Tracking Manager User Guide 9. Click Finish. Your Tracking Style is displayed in the Style and Design Objects screen. An example is shown below. Using the Sorting Wizard Use the Style Wizard to add more Tracking Styles, as required. Use the Sorting Wizard as a quick way to setup the Sorting and Ordering Objects option. Choose the order that data in the module is listed. It is recommended that you list all data in order of merit. For example, choose to list effort grades of '1' and exam grades of 'A' first. This helps you to compare information gathered from different sources. The Sorting Wizard takes you through a series of steps to create a Sorting Object and then add Sorting Elements to it. This ensures that you complete all the steps required to start sorting the columns in your Tracking Models. Use Stage 2 of the Sorting Wizard to add Sorting Elements to your Sorting Object. Each Sorting Object consists of Sorting Elements. Use a different Sorting Element for each of the terms used in the Sorting Object. For example, use a Sorting Object for effort grades which contains Sorting Elements for each grade awarded. Setup the Sorting Elements to list all '1' effort grades first and all '5' effort grades last. To setup the Sorting Wizard, follow the steps below: 1. In the Configuration tab, select Sorting and Ordering Objects from the right hand menu. The Sorting and Ordering Objects screen is displayed. 2. Click in the top left of the screen. 28 September 2012

29 Setting Up Tracking Manager Stage 1 of the Sorting Wizard is displayed. An example is shown below: 3. Complete the sections available: Section Sorting Details Style Defaults Explanation Sorting Name. Use a clear, concise and unique name for your Sorting Object. This refers to the data you want to sort in the module, for example 'Effort Grade'. This is displayed when creating columns in Tracking Models. Sorting Code. Choose to amend the default code provided, if required. This is displayed when managing columns in Tracking Models. Sorting Active. Select Yes to start using the Sorting Object. Active Sorting Objects are identified by the icon in the Sorting and Ordering Objects screen. Default Object. Select Yes for this Sorting Object to be preselected when you create new columns in Tracking Models. Default Sorting Objects are identified by the in the Sorting and Ordering Objects screen. Global Object. Select Yes for all Tracking Manager Module users to access this Sorting Object. Select No for the Sorting Object to be listed as Private (only you can use a Sorting Object listed as Private). 4. Click Next. September

30 Setting Up Tracking Manager ISAMS Tracking Manager User Guide Stage 2 of the Sorting Wizard is displayed. An example is shown below: 5. Enter the terms used in the data you want to sort. These terms are referred to as Sorting Elements. Complete the fields in order of merit with the highest value Sorting Element in the field marked #0. 6. Click Next once you have completed the Sorting Element fields. A window confirming that you have successfully completed the Sorting Wizard is displayed. An example is shown below. 30 September 2012

31 Setting Up Tracking Manager 7. Click Finish. Your Sorting Object is displayed in the Sorting and Ordering Objects screen. An example is shown below. Using the Gradeset Wizard Use the Sorting Wizard to add more Sorting Objects, as required. Use the Gradeset Wizard as a quick way to setup the Gradeset Objects option. The Gradeset Wizard takes you through a series of steps to create a Gradeset Object and then add Gradeset Elements to it. This ensures that you complete all the steps required to start using Gradesets Objects in your Tracking Models. Apply Gradeset Objects in your Tracking Models so that columns have common values. This helps you to compare information gathered from different sources. The original data is still available to view in your Tracking Models. Use Stage 2 of the Gradeset Wizard to add Gradeset Elements to your Gradeset Object. Each Gradeset Object consists of Gradeset Elements. Use a different Gradeset Element for each range of values you want to grade in the Gradeset Object. For example, use a Gradeset Object to translate percentage results into grades. Setup the Gradeset Elements to list all gradeset values between '80 and 100' as a grade 'A', continue to setup Gradeset Elements for all percentage results. Apply the Gradeset Object to the data in your Tracking Model. You can then compare the results with other grade data listed in your Tracking Model. To setup the Gradeset Wizard, follow the steps below: 1. In the Configuration tab, select Gradeset Objects from the right hand menu. The Gradeset Objects screen is displayed. 2. Click in the top left of the screen. September

32 Setting Up Tracking Manager ISAMS Tracking Manager User Guide Stage 1 of the Gradeset Wizard is displayed. An example is shown below: 3. Complete the sections available to setup your Gradeset Object: Section Gradeset Details Gradeset Defaults Explanation Gradeset Name. Use a clear, concise and unique name for your Gradeset Object. This refers to the data you want to grade in the module, for example 'Credit scores'. This is displayed when creating columns in Tracking Models. Gradeset Code. Choose to amend the default code provided, if required. This is displayed when managing columns in Tracking Models. Gradeset Active. Select Yes to start using the Gradeset Object. Active Gradeset Objects are identified by the icon in the Gradeset Objects screen. Global Object. Select Yes for all Tracking Manager Module users to access this Gradeset Object. Select No for the Gradeset Object to be listed as Private (only you can use a Gradeset Object listed as Private). Default Object. Selecting Yes preselects this Gradeset Object when you choose to use Gradeset Objects to make column adjustments in your Tracking Models. Default Gradeset Objects are identified by the in the Gradeset Objects screen. 4. Click Next. 32 September 2012

33 Setting Up Tracking Manager Stage 2 of the Gradeset Wizard is displayed. An example is shown below: 5. Use the fields available to add Gradeset Elements to your Gradeset Object. Complete the fields in order of merit with the highest value Gradeset Element at the top of the list. a) Enter the minimum and maximum value (Min Value and Max Value) used in the data you want to grade. For example, enter minimum and maximum values of '200' and '1000' for the number of 'credit scores' a pupil receives. b) Enter a Gradeset Value to represent the value range you have listed. For example, for the value range of '200' to '1000' credits a pupil is awarded 'Platinum Champion'. 6. Click Next once you have completed the Gradeset Element fields. September

34 Setting Up Tracking Manager ISAMS Tracking Manager User Guide A window confirming that you have successfully completed the Gradeset Wizard is displayed. An example is shown below: 7. Click Finish. Your Gradeset Object is displayed in the Gradeset Objects screen. An example is shown below: Using the Transpose Wizard Use the Transpose Objects Wizard as a quick way to setup the Transpose Objects option. The Transpose Wizard takes you through a series of steps to create a Transpose Object and then add Transpose Elements to it. This ensures that you complete all the steps required to start using Transpose Objects in your Tracking Models. Transpose data linked to the Tracking Manager Module into common values, such as grades, numerical values or targets. Use common numerical values to make calculations in your Tracking Models, such as calculating average marks. The original data is still available to view in your Tracking Models if you need it. 34 September 2012

35 Setting Up Tracking Manager Use Stage 2 of the Transpose Wizard to add Transpose Elements to your Transpose Object. Each Transpose Object consists of Transpose Elements. Use a different Transpose Element for each value you want to change in the Transpose Object. For example, setup a Transpose Object for effort grades. Setup Transpose Elements for each effort grade, changing a high effort grade of '1' to a value of '10' and a low effort grade of '5' to a value of '2'. Setup another Transpose Object for exam grades, transposing a high grade of 'A' to a value of '10' and so on. Apply the Transpose Objects to the data in your Tracking Model. You can then calculate an average of the numerical values listed and transpose your findings back to a grade to give a pupil's overall grade for the year. To setup the Transpose Wizard, follow the steps below: 1. In the Configuration tab, select Transpose Objects from the right hand menu. The Transpose Objects screen is displayed. 2. Click in the top left of the screen. Stage 1 of the Transpose Wizard is displayed. An example is shown below: 3. Complete the sections available to setup your Transpose Object: Section Transpose Details Explanation Transpose Name. Use a clear, concise and unique name for your Transpose Object. This refers to the data you want to change in the module, for example 'Scores'. This is displayed when creating columns in Tracking Models. Transpose Code. Use a unique code. Choose to amend the default code provided, if required. This is displayed when managing columns in Tracking Models. Transpose Active. Select Yes to start using the Transpose Object. Active Transpose Objects are identified by the icon in the Transpose Objects screen. Selecting No makes the Transpose Object inactive and you are unable to use it. September

36 Setting Up Tracking Manager ISAMS Tracking Manager User Guide Section Transpose Defaults Explanation Global Object. Select Yes for all Tracking Manager Module users to access this Transpose Object. Select No for the Transpose Object to be listed as Private (only you can use a Transpose Object listed as Private). Default Object. Selecting Yes preselects this Transpose Object when you choose to use Transpose Objects to make column adjustments in your Tracking Models. Default Transpose Objects are identified by the in the Transpose Objects screen. 4. Click Next. Stage 2 of the Transpose Wizard is displayed. An example is shown below: 5. Use the fields available to add Transpose Elements to your Transpose Object. Complete the fields in order of merit with the highest value Transpose Element at the top of the list. a) Enter the grade that you want to transpose in the Transpose Element field. b) Enter a Transpose Value for the grade. For example, for the grade 'A*' enter a Transpose Value of '8'. 6. Click Next once you have completed the Transpose Element fields. 36 September 2012

37 Setting Up Tracking Manager A window confirming that you have successfully completed the Transpose Wizard is displayed. An example is shown below: 7. Click Finish. Your Transpose Object is displayed in the Transpose Objects screen. An example is shown below: Setting Up the Style of Tracking Objects Style and Design Objects Overview Use the Style and Design Objects option in the Configuration tab to setup the display of data in your Tracking Models. Setup a different Tracking Style for each type of data that you link to the Tracking Manager Module. Apply Tracking Styles to data as you create your Tracking Models. Each Tracking Style consists of a number of Style Logic. Style Logic are the elements which make up each Tracking Style. For example, use a Tracking Style for external exam results which contains a Style Logic for each grade awarded. Setup the September

38 Setting Up Tracking Manager ISAMS Tracking Manager User Guide Style Logic to display all 'A' grades as green and all 'E' grades as red in your Tracking Model. You can also use Style Logic to group together percentage scores for assessments. An example of grouping percentage scores could be to display all scores which are 'greater than 80' as green and 'less than 20' as red. These percentage scores can be converted to gradesets in your Tracking Model, if required. See Gradeset Objects Overview, page 70, for more information on gradesets. For clarity, it is recommended that you are consistent with the colours that you use to represent positive and negative results in Tracking Styles. For example, use green to represent high grades or good comments and red to represent low grades and poor comments. An example of the Style and Design Objects screen is shown below: Use the functions available in the Style and Design Objects screen to: Create a Tracking Style. Choose to setup styles to be used by all Tracking Manager Module users (Global Styles) or setup your own styles (Private Styles). Private Styles can only be accessed by the user who has set them up. You can setup as many Tracking Styles as you require representing the various types of linked and calculated data used in the Tracking Manager Module. See Create a Tracking Style, page 39, for more information. 38 September 2012

39 Setting Up Tracking Manager Add Style Logic to a Tracking Style. Each Tracking Style consists of a number of Style Logic. Use Style Logic to select how data is displayed (whether the data 'is greater than', 'equals', 'contains', etc. and then assign a colour to each Style Logic). You can setup as many Style Logic as you require. See Add a Style Logic, page 46, for more information. Use the Style Wizard. The Style Wizard takes you through steps to create a Tracking Style and add Style Logic to it. This ensures that you complete all the steps required to start using Tracking Styles in your Tracking Models. See Stage 1: Style Wizard, page 22, for more information. Copy a Tracking Style. This duplicates an existing Tracking Style which you can then edit to suit you. This saves time when you want to use the same colours for each of your Tracking Styles. See Copy an Existing Tracking Style, page 41, for more information. Edit and delete Tracking Styles if you need to. See Edit a Tracking Style, page 41, and Delete a Tracking Style, page 43, for more information. Edit and delete Style Logic. See Edit a Style Logic, page 49, and Delete a Style Logic, page 52, for more information. Arrange Tracking Styles and Style Logic to suit you. Change the order that these are displayed in the Tracking Manager Module. See Arrange Tracking Styles, page 46, and Arrange Style Logic, page 53, for more information. Import and export Tracking Styles. Export the XML files of your Tracking Styles to save an external backup of the styles you use. See Export a Tracking Style, page 44, and Import a Tracking Style, page 45, for more information. Create a Tracking Style Create Tracking Styles to choose how data is grouped and displayed in your Tracking Models. You can setup as many Tracking Styles as you require representing the various types of linked and calculated data used in the Tracking Manager Module. For example, for external exam results display all 'A' grades as green and all 'E' grades as red. Select the Tracking Styles you want to apply to each column you create in your Tracking Models. To create a Tracking Style, follow the step below: 1. In the Configuration tab, select Style and Design Objects from the right hand menu. The Style and Design Objects screen is displayed. 2. Click in the top left of the screen. September

40 Setting Up Tracking Manager ISAMS Tracking Manager User Guide The Create Style window is displayed. An example is shown below: 3. Complete the sections available: Section Style Details Style Defaults Explanation Style Name. Use a clear, concise and unique name for your Tracking Style. This is displayed when creating columns in Tracking Models. Style Code. Use a unique code. Choose to amend the default code, if necessary. The default Style Code is made up of the first three letters of the Style Name and is not always unique. Style Codes are displayed when managing columns in Tracking Models. Style Active. Select Yes to start using the Tracking Style. Active Tracking Styles are identified by the icon in the Style and Design Objects screen. Selecting No makes the Tracking Style inactive and you are unable to use it. Default Style. Select Yes for this Tracking Style to be preselected when you create new columns in Tracking Models. Default Tracking Styles are identified by the icon in the Style and Design Objects screen. Global Style. Select Yes for all Tracking Manager Module users to use this Tracking Style. Select No for the Tracking Style to be listed as Private (only you can use a Tracking Style listed as Private). 4. Click Save & Close. Your Tracking Style is added to the list of Tracking Styles in the Style and Design Object screen. Global Styles and Private 40 September 2012

41 Setting Up Tracking Manager Styles are listed separately; all newly created Tracking Styles are at the end of the lists. You can now add Style Logic to your Tracking Style. See Add a Style Logic, page 46, for more information. Copy an Existing Tracking Style Copy an existing Tracking Style to keep the Style Elements (colour styling) of Style Logic consistent through the module. After you have copied the Tracking Style, you can choose to edit the Style Logic Details. This saves time when you want to use the same colours in each of your Tracking Styles. To copy an existing Tracking Style, follow the steps below: 1. In the Configuration tab, select Style and Design Objects from the right hand menu. The Style and Design Objects screen is displayed. An example is shown below: 2. Click in the Tracking Style you want to copy. You are prompted Are you sure you want to copy this style? 3. Click Yes. Edit a Tracking Style A copy of the Tracking Style and all the associated Style Logic is listed in the Style and Design Objects screen. Copied Tracking Styles are easily identified by name, for example 'Copy of Grade A-U' is listed when 'Grade A-U' is copied. You are now ready to edit the copied Tracking Style and the Style Logic associated with it. See Edit a Tracking Style, page 41, and Edit a Style Logic, page 111, for more information. Choose to edit a Tracking Style if you want to change any of its properties. For example, change its active status. It is not recommended that you edit a Tracking Style once it is in use as this can alter your Tracking Models. Choose to copy a Tracking Style and then edit the copy if the Tracking Style is already in use. See Copy an Existing Tracking Style, page 41, for more information on copying Tracking Styles. To edit a Tracking Style, follow the steps below: 1. In the Configuration tab, select Style and Design Objects from the right hand menu. The Style and Design Objects screen is displayed. 2. Click in the Tracking Style you want to edit. September

42 Setting Up Tracking Manager ISAMS Tracking Manager User Guide See below for the location of the edit icon: The Edit Style window is displayed. An example is shown below: 3. Edit the sections available in the Style Details tab, as required: Section Style Details Explanation Style Name. Use a clear, concise and unique name for your Tracking Style. This is displayed when creating columns in Tracking Models. Style Code. Use a unique code. Choose to amend the default code, if necessary. The default Style Code is made up of the first three letters of the Style Name and is not always unique. Style Codes are displayed when managing columns in Tracking Models. Style Active. Select Yes to start using the Tracking Style. Selecting No makes the Tracking Style inactive and you are unable to use it. 42 September 2012

43 Setting Up Tracking Manager Section Style Defaults Explanation Default Style. Select Yes for this Tracking Style to be preselected when you create new columns in Tracking Models. Global Style. Select Yes for all Tracking Manager Module users to use this Tracking Style. Select No for the Tracking Style to be listed as Private (only you can use a Tracking Style listed as Private). 4. Select the Audit tab to view an audit log for the Tracking Style. This is useful for viewing a history of changes made to the Tracking Style. An example of the Audit tab is shown below: 5. Click Save & Close. The changes you make are displayed in the Style and Design Objects screen. Delete a Tracking Style Choose delete a Tracking Style which you no longer require. You can also choose to delete all of the Tracking Styles in the Tracking Manager Module, if required. Be careful when deleting any Tracking Styles which are already in use. Deleting Tracking Styles alters the Tracking Models they are used in. To delete a Tracking Style, follow the steps below: 1. In the Configuration tab, select Style and Design Objects from the right hand menu. The Style and Design Objects screen is displayed. September

44 Setting Up Tracking Manager ISAMS Tracking Manager User Guide See below for the location of the delete buttons: 2. Either: Click in the Tracking Style you want to delete. You are prompted Are you sure you want to delete this style? Select Yes. Your selected Tracking Style is removed from the module. -or- Click. You are prompted Are you sure you want to delete all the styles? Select Yes. Export a Tracking Style All Tracking Styles are removed from the module. Export your Tracking Styles to save a backup of the Tracking Styles that you use. This is useful if you have to re-install the module at any point as your Tracking Styles will not be saved. Also choose to export Tracking Styles if you want to share the Tracking Styles that you use with other schools. To export a Tracking Style, follow the steps below: 1. In the Configuration tab, select Style and Design Objects from the right hand menu. The Style and Design Objects screen is displayed. 2. Click in your selected Tracking Style. 44 September 2012

45 Setting Up Tracking Manager See below for the location of the edit icon: You are prompted Do you want to open or save style.xml...? 3. Open or Save the file as you require. The Tracking Style is exported as an XML document. If you have selected to save the file, you are prompted when the download is complete. Import a Tracking Style Import Tracking Styles from an external source into isams. This is useful when you have had to re-install the module and want to re-install the Tracking Styles that you have previously exported. This also gives you the option of using Tracking Styles recommended by isams or by another school. To import a Tracking Style, follow the steps below: 1. In the Configuration tab, select Style and Design Objects from the right hand menu. The Style and Design Objects screen is displayed. 2. Click at the top of the screen. The Upload Style window is displayed. An example is shown below: 3. Click Browse and select the file you want to import. The file you select must be an XML document. 4. Click. You are prompted when the import is complete. 5. Click OK. Your imported Tracking Style is listed in the Style and Design Objects screen. September

46 Setting Up Tracking Manager ISAMS Tracking Manager User Guide Arrange Tracking Styles Change the order that Tracking Styles are displayed in the module. Global and Private Styles are listed and arranged separately. Choose to the list the most used Tracking Styles at the top of the list, this saves time when you are selecting a Tracking Style for your Tracking Model. To arrange Tracking Styles, follow the steps below: 1. In the Configuration tab, select the Style and Design Objects option from the right hand menu. The Style and Design Objects screen is displayed. 2. Either: Click. -or- Click. The Arrange Styles window is displayed. An example is shown below: 3. Select a Tracking Style and use the arrows available to move it up or down the list. 4. Click Save & Close. Setting Up Style Logic Add a Style Logic The Tracking Styles are now displayed throughout the Tracking Manager Module in the revised order. To add a Style Logic to a Tracking Style, follow the steps below: 1. In the Configuration tab, select Style and Design Objects from the right hand menu. The Style and Design Objects screen is displayed. 2. Click in your selected Tracking Style. 46 September 2012

47 Setting Up Tracking Manager See below for the location of this icon in the Style and Design Objects screen: The Create Style Logic window is displayed. An example is shown below: 3. Complete the sections available in the Logic Details tab: Section Logic Details Explanation Logic Operation. Use the drop down list to select a term for either 'Numeric' or 'Text' data. This is applied to data in your Tracking Model. Numeric Value. This is only displayed when using 'Numeric' Logic Operations. Enter the value to be used with the Logic Operation. For example, enter a value of '80' with a Logic Operation of ''Greater Than'. The Style Logic will filter all data with a value greater than 80. Logic Value. This is only displayed when using 'Text' Logic Operations. Enter the value to be used with the Logic Operation. You can enter more than one term, if required. Separate multiple terms with a comma. For example, enter values of ' A,B' with a Logic Operation of 'Contains'. The Style Logic filters all data which contains either an A or a B. September

48 Setting Up Tracking Manager ISAMS Tracking Manager User Guide Section Logic Options Explanation Select Yes to start using the Style Logic. 4. Select the Style Elements tab. Use the sections available to setup the colour styling for the text, background and border of your Style Logic. An example of the Style Elements tab is shown below. 5. In the Text Style Elements section, click to select a colour for the text of your Style Logic. A popup window is displayed, an example is shown below: Use your preferred method for selecting a colour. Either: a) Use your mouse to scroll up and down the central colour palette and select a colour to work with. b) Move the circle in the left hand box to select a hue for your Style Logic. -or- Enter RGB values in the fields available. -or- 48 September 2012

49 Setting Up Tracking Manager Enter HSB values in the fields available. -or- Enter a hexadecimal code in the field available. Your selected colour is displayed on the right. Click on the Create Style Logic window once you have made your selection. This removes the popup window. 6. Select the Text Alignment for the Style Logic. This defaults to 'Center', adjust this if required using the options in the drop down list. 7. Continue to complete the sections in the Style Elements tab to setup the styling for: Cell Style. Select a colour; leave the cell padding at the default selection. Border Style. Select a thickness, style and colour. Complete these sections in the same format as setting up Text Style. 8. Click Save & Close. Add more Style Logic, as required. Style Logic are listed under the associated Tracking Styles in the Style and Design Objects screen. An example is shown below: Edit a Style Logic Choose to edit a Style Logic if you want to change its active status. It is not recommended that you edit a Style Logic once it is in use as this can alter your Tracking Models. Edit Style Logic from: The Style and Design Objects screen. Stage 2 of the Style Wizard. To edit a Style Logic, follow the steps below: 1. Either: In the Configuration tab, select the Style and Design Objects option from the right hand menu. -or- Move to Stage 2 of the Style Wizard, after you have added Style Logic. September

50 Setting Up Tracking Manager ISAMS Tracking Manager User Guide 2. Click in your selected Style Logic. The Edit Style Logic window is displayed. An example is shown below: 3. Complete the sections available in the Logic Details tab: Section Logic Details Explanation Logic Operation. You must select a term for either 'Numeric' or 'Text' data. This is applied to data in your Tracking Model. Numeric Value. This is only displayed when using 'Numeric' Logic Operations. Enter the value to be used with the Logic Operation. For example, enter a value of '80' with a Logic Operation of ''Greater Than'. The Style Logic will filter all data with a value greater than 80. Logic Value. This is only displayed when using 'Text' Logic Operations. Enter the value to be used with the Logic Operation. You can enter more than one term, if required. Separate multiple terms with a comma. For example, enter values of ' A,B' with a Logic Operation of 'Contains'. The Style Logic filters all data which contains either an A or a B. 50 September 2012

51 Setting Up Tracking Manager Section Logic Options Explanation Select Yes to start using the Style Logic. Selecting No makes the Style Logic inactive and you are unable to use it. 4. Select the Style Elements tab. Use the sections available to setup the colour styling for the text, background and border of your Style Logic. An example of the Style Elements tab is shown below. 5. In the Text Style Elements section, click to select a colour for the text of your Style Logic. A popup window is displayed, an example is shown below: Use your preferred method for selecting a colour. Either: a) Use your mouse to scroll up and down the central colour palette and select a colour to work with. b) Move the circle in the left hand box to select a hue for your Style Logic. -or- Enter RGB values in the fields available. -or- September

52 Setting Up Tracking Manager ISAMS Tracking Manager User Guide Enter HSB values in the fields available. -or- Delete a Style Logic Enter a hexadecimal code in the field available. Your selected colour is displayed on the right. Click on the Create Style Logic window once you have made your selection. This removes the popup window. 6. Select the Text Alignment for the Style Logic. This defaults to 'Center', adjust this if required using the options in the drop down list. 7. Continue to complete the sections in the Style Elements tab to setup the styling for: Cell Style. Select a colour; leave the cell padding at the default selection. Border Style. Select a thickness, style and colour. Complete these sections in the same format as setting up Text Style. 8. Click Save & Close. The changes you make are displayed in the Style and Design Objects screen. If you are editing Style Logic from the Style Wizard, you can now complete the Style Wizard. See Stage 2: Style Wizard, page 24, for more help on completing of the Style Wizard. Choose to delete a Style Logic which you no longer require. Be careful when deleting any Style Logic which are already in use. Deleting Style Logic alters the Tracking Models they are used in. Delete Style Logic from: The Style and Design Objects screen. Stage 2 of the Style Wizard. To delete a Style Logic, follow the steps below: 1. Either: In the Configuration tab, select the Style and Design Objects option from the right hand menu. -or- Move to Stage 2 of the Style Wizard, after you have added Style Logic. 2. Click in your selected Style Logic. 52 September 2012

53 Setting Up Tracking Manager You are prompted Are you sure you want to delete this style logic? 3. Select Yes. Arrange Style Logic The Style Logic is removed from the module. If you are deleting Style Logic from the Style Wizard, you can now complete the Style Wizard. See Stage 2: Style Wizard, page 24, for more help on completing of the Style Wizard. Change the order that Style Logic are displayed in the module. Choose to the list Style Logic in order of merit, for example with A grades listed first. It is recommended that you keep the Style Logic in each Tracking Style consistent. Consistent Style Logic make your Tracking Models clear when assessing pupil progress and performance. Arrange Style Logic from: The Style and Design Objects screen. Stage 2 of the Style Wizard. To arrange Style Logic, follow the steps below: 1. Either: In the Configuration tab, select the Style and Design Objects option from the right hand menu. -or- Move to Stage 2 of the Style Wizard, after you have added Style Logic. 2. Click next to any Style Logic in your selected Tracking Style. See below for the location of this icon in the Style and Design Objects screen: September

54 Setting Up Tracking Manager ISAMS Tracking Manager User Guide The Arrange Style Logic window is displayed. An example is shown below: 3. Select a Style Logic and use the arrows available to move it up or down the list. 4. Continue to move Style Logic up and down the list until you are satisfied with the order. 5. Click Save & Close. The Style Logic are now displayed throughout the Tracking Manager Module in the revised order. If you are arranging Style Logic from the Style Wizard, you can now complete the Style Wizard. See Stage 2: Style Wizard, page 24, for more help on completing of the Style Wizard. Setting Up the Sorting of Tracking Objects Sorting and Ordering Objects Overview Use the Sorting and Ordering Objects option in the Configuration tab to setup the order that data used in the module is listed. It is recommended that you list all data in order of merit. For example, choose to list effort grades of '1' and exam grades of 'A' first in the module. Apply Sorting Objects in each Tracking Model you create. This helps you to compare information gathered from different sources. Each Sorting Object consists of Sorting Elements. Use a different Sorting Element for each of the terms used in the Sorting Object. For example, use a Sorting Object for effort grades which contains Sorting Elements for each grade awarded. Setup the Sorting Elements to list all '1' effort grades first and all '5' effort grades last. 54 September 2012

55 Setting Up Tracking Manager An example of the Sorting and Ordering Objects screen is shown below: Use the functions available in the Sorting and Ordering Objects screen to: Create a Sorting Object. Choose to setup Sorting Objects to be used by all Tracking Manager Module users (Global Objects) or setup your own Private Objects. Private Objects can only be accessed by the user who has set them up. You can setup as many Sorting Objects as you require representing the different types of data used in the Tracking Manager Module. See Create a Sorting Object, page 56, for more information. Add a Sorting Element to a Sorting Object. Each Sorting Object consists of Sorting Elements. You can setup as many Sorting Elements as you require for the Sorting Object. See Add a Sorting Element, page 65, for more information. Use the Sorting Wizard. The Sorting Wizard takes you through steps to create a Sorting Object and add Sorting Elements to it. This ensures that you complete all the steps required to start using Sorting Objects in your Tracking Models. See Using the Sorting Wizard, page 28, for more information. September

56 Setting Up Tracking Manager ISAMS Tracking Manager User Guide Copy a Sorting Object. This duplicates an existing Sorting Object which you can then edit to suit you. This saves time when you have different types of data that you want to order in the same way. See Copy an Existing Sorting Object, page 59, for more information. Edit and delete Sorting Objects if you need to. See Edit a Sorting Object, page 59, and Delete a Sorting Object, page 62, for more information. Edit and delete Sorting Elements. See Edit a Sorting Element, page 67, and Delete a Sorting Element, page 67, for more information. Arrange Sorting Objects and Sorting Elements. Change the order that these are displayed in the Tracking Manager Module. See Arrange Sorting Objects, page 65, and Arrange Sorting Elements, page 68, for more information. Import and export Sorting Objects. Export the XML files of your Sorting Objects to save an external backup of the Sorting Objects you use. See Export a Sorting Object, page 63, and Import a Sorting Object, page 64, for more information. Create a Sorting Object Create Sorting Objects to arrange the order that data is displayed in the Tracking Manager Module. This is useful as you may have two data sources which use a 1 to 5 scoring system but each of them awards these scores in a different way. For example, effort grades may award a '1' as the highest score and subject assessments may award '1' as the lowest score. By setting up effort grades and subject assessments as Sorting Objects you can choose the order that this data is displayed by order of merit. Select the Sorting Objects you want to apply to each column you create in your Tracking Models. To create a Sorting Object, follow the steps below: 1. In the Configuration tab, select Sorting and Ordering Objects from the right hand menu. The Sorting and Ordering Objects screen is displayed. 2. Click in the top left of the screen. 56 September 2012

57 Setting Up Tracking Manager The Create Sorting Object window is displayed. An example is shown below: 3. Complete the sections available in the Sorting Details tab: Section Sorting Details Sorting Defaults Explanation Sorting Name. Use a clear, concise and unique name for your Sorting Object. This is displayed when creating columns in Tracking Models. Sorting Code. Use a unique code. Choose to amend the default code, if necessary. The default Sorting Code is made up of the first three letters of the Sorting Name and is not always unique. Sorting Codes are displayed when managing columns in Tracking Models. Sorting Active. Select Yes to start using the Sorting Object. Active Sorting Objects are identified by a icon in the Sorting and Ordering Objects screen. Selecting No makes the Sorting Object inactive and you are unable to use it. Default Object. Select Yes for this Sorting Object to be preselected when you create new columns in Tracking Models. Default Sorting Objects are identified by a icon in the Sorting and Ordering Objects screen. Global Object. Select Yes for all Tracking Manager Module users to use this Sorting Object. Select No for the Sorting Object to be listed as Private (only you can use a Sorting Object listed as Private). 4. Select the Sorting Elements tab to add Sorting Elements to your Sorting Object. September

58 Setting Up Tracking Manager ISAMS Tracking Manager User Guide An example of the Sorting Elements tab is shown below: 5. Enter the terms used in the data you want to sort. These terms are referred to as Sorting Elements. Complete the fields in order of merit with the highest value Sorting Element in the field marked #0. 6. Click Save & Close once you have completed the Sorting Element fields. Your Sorting Object, and its associated Sorting Elements, is added to the list of Sorting Objects in the Sorting and Ordering Objects screen. Global Objects and Private Objects are listed separately; all newly created Sorting Objects are at the end of the lists displayed. An example of how Sorting Objects are displayed in the Sorting Object option is shown below. 58 September 2012

59 Setting Up Tracking Manager Copy an Existing Sorting Object Copy an existing Sorting Object to save time when have different types of data that you want to order in the same way. After you have copied the Sorting Object, you can choose to edit the Sorting Details and Sorting Elements. To copy an existing Sorting Object, follow the steps below: 1. In the Configuration tab, select Sorting and Ordering Objects from the right hand menu. The Sorting and Ordering Objects screen is displayed. An example is shown below: 2. Click in the Sorting Object you want to copy. You are prompted Are you sure you want to copy this sorting object? 3. Click Yes. A copy of the Sorting Object and all the associated Sorting Elements is listed in the Sorting and Ordering Objects screen. Copied Sorting Objects are easily identified by name, for example 'Copy of Effort grades'' is listed when 'Effort grades' is copied. You are now ready to edit the copied Sorting Object and the Sorting Elements associated with it. See Edit a Sorting Object, page 59, and Edit a Sorting Element, page 67, for more information. Edit a Sorting Object Choose to edit a Sorting Object if you want to change any of its properties. For example, change its active status. It is not recommended that you edit a Sorting Object once it is in use as this can alter your Tracking Models. Choose to copy a Sorting Object and then edit the copy if the Sorting Object is already in use. See Copy an Existing Sorting Object, page 59, for more information on copying Sorting Objects. To edit a Sorting Object, follow the steps below: 1. In the Configuration tab, select Sorting and Ordering Objects from the right hand menu. The Sorting and Ordering Objects screen is displayed. 2. Click in the Sorting Object you want to edit. September

60 Setting Up Tracking Manager ISAMS Tracking Manager User Guide See below for the location of the edit icon: The Edit Sorting Object window is displayed. An example is shown below: 60 September 2012

61 Setting Up Tracking Manager 3. Edit the sections available in the Sorting Details tab, as required: Section Sorting Details Sorting Defaults Explanation Sorting Name. Use a clear, concise and unique name for your Sorting Object. This is displayed when creating columns in Tracking Models. Sorting Code. Use a unique code. Choose to amend the default code, if necessary. The default Sorting Code is made up of the first three letters of the Sorting Name and is not always unique. Sorting Codes are displayed when managing columns in Tracking Models. Sorting Active. Select Yes to start using the Sorting Object. Active Sorting Objects are identified by the icon in the Sorting and Ordering Objects screen. Selecting No makes the Sorting Object inactive and you are unable to use it. Default Object. Select Yes for this Sorting Object to be preselected when you create new columns in Tracking Models. Default Sorting Objects are identified by the icon in the Sorting and Ordering Objects screen. Global Object. Select Yes for all Tracking Manager Module users to use this Sorting Object. Select No for the Sorting Object to be listed as Private (only you can use a Sorting Object listed as Private). 4. Select the Sorting Elements tab to edit the Sorting Elements in your Sorting Object. An example of the Sorting Elements tab is shown below: September

62 Setting Up Tracking Manager ISAMS Tracking Manager User Guide 5. Edit the terms used in the data you want to sort. These terms are referred to as Sorting Elements. Complete the fields in order of merit with the highest value Sorting Element at the top of the list. Add new terms, if required. 6. Select the Audit tab to view an audit log for the Sorting Object. This is useful for viewing a history of changes made to the Sorting Object. An example of the Audit tab is shown below: 7. Click Save & Close. The changes you make are displayed in the Sorting and Ordering Objects screen. Delete a Sorting Object Choose delete a Sorting Object which you no longer require. You can also choose to delete all of the Sorting Objects in the Tracking Manager Module, if required. Be careful when deleting any Sorting Objects which are already in use. Deleting Sorting Objects alters the Tracking Models they are used in. To delete a Sorting Object, follow the steps below: 1. In the Configuration tab, select Sorting and Ordering Objects from the right hand menu. 62 September 2012

63 Setting Up Tracking Manager The Sorting and Ordering Objects screen is displayed. See below for the location of the delete buttons: 2. Either: Click in the Sorting Object you want to delete. You are prompted Are you sure you want to delete this sorting object? Select Yes. Your selected Sorting Object is removed from the module. -or- Click. You are prompted Are you sure you want to delete all the sorting objects? Select Yes. Export a Sorting Object All Sorting Objects are removed from the module. Export your Sorting Objects to save a backup of the Sorting Objects that you use. This is useful if you have to re-install the module at any point as your Sorting Objects will not be saved. Also choose to export Sorting Objects if you want to share the Sortings Objects that you use with other schools. To export a Sorting Object, follow the steps below: 1. In the Configuration tab, select Sorting and Ordering Objects from the right hand menu. The Sorting and Ordering Objects screen is displayed. 2. Click in your selected Sorting Object. September

64 Setting Up Tracking Manager ISAMS Tracking Manager User Guide See below for the location of the edit icon: You are prompted Do you want to open or save sort.xml...? 3. Open or Save the file as you require. The Sorting Object is exported as an XML document. If you have selected to save the file, you are prompted when the download is complete. Import a Sorting Object Import Sorting Objects from an external source into isams. This is useful when you have had to re-install the module and want to re-install the Sorting Objects that you have previously exported. This also gives you the option of using Sorting Objects recommended by isams or by another school. To import a Sorting Object, follow the steps below: 1. In the Configuration tab, select Sorting and Ordering Objects from the right hand menu. The Sorting and Ordering Objects screen is displayed. 2. Click at the top of the screen. The Upload Sorting Object window is displayed. An example is shown below: 3. Click Browse and select the file you want to import. The file you select must be an XML document. 4. Click. You are prompted when the import is complete. 5. Click OK. Your imported Sorting Object is listed in the Sorting and Ordering Objects screen. 64 September 2012

65 Setting Up Tracking Manager Arrange Sorting Objects Change the order that Sorting Objects are displayed in the module. Global and Private Styles are listed and arranged separately. Choose to the list the most used Sorting Objects at the top of the list; this saves time when you are selecting a Sorting Object for your Tracking Model. To arrange Sorting Objects, follow the steps below: 1. In the Configuration tab, select the Sorting and Ordering Objects option from the right hand menu. The Sorting and Ordering Objects screen is displayed. 2. Either: Click. -or- Click. The Arrange Sorting Objects window is displayed. An example is shown below: 3. Select a Sorting Object and use the arrows available to move it up or down the list. 4. Click Save & Close. Setting Up Sorting Elements Add a Sorting Element The Sorting Objects are now displayed throughout the Tracking Manager Module in the revised order. To add a Sorting Element to a Sorting Object, follow the steps below: 1. In the Configuration tab, select Sorting and Ordering Objects from the right hand menu. The Sorting and Ordering Objects screen is displayed. September

66 Setting Up Tracking Manager ISAMS Tracking Manager User Guide 2. Click in your select Sorting Object. See below for the location of this icon in the Sorting and Ordering Objects screen: The Create Sorting Element window is displayed. An example is shown below: 3. Enter a term for the Sorting Element. Enter a term used in the data you want to sort, for example a '0' for an unregistered effort grade. 4. Click Save & Close. The new Sorting Element is added to the end of the list of Sorting Elements associated with the Sorting Objects. An example is shown below: 66 September 2012

67 Setting Up Tracking Manager 5. Either: Add more Sorting Elements, as required. -or- Edit a Sorting Element Change the order of the Sorting Elements to reflect the correct order of merit. See Arrange Sorting Elements, page 68, for more information. Choose to edit a Sorting Element if the term used in the data you are sorting has changed. It is not recommended that you edit a Sorting Element once it is in use as this can alter your Tracking Models. To edit a Sorting Element, follow the steps below: 1. In the Configuration tab, select the Sorting and Ordering Objects option from the right hand menu. The Sorting and Ordering Objects screen is displayed. 2. Click in your selected Sorting Element. See below for the location of this icon in the Sorting and Ordering Objects screen: The Edit Sorting Element window is displayed. 3. Edit the term used for the Sorting Element. 4. Click Save & Close. The changes you make are displayed in the Sorting and Ordering Objects screen. September

68 Setting Up Tracking Manager ISAMS Tracking Manager User Guide Delete a Sorting Element Choose to delete a Sorting Element which you no longer require. Be careful when deleting any Sorting Elements which are already in use. Deleting Sorting Elements alters the Tracking Models they are used in. To delete a Sorting Element, follow the steps below: 1. In the Configuration tab, select the Sorting and Ordering Objects option from the right hand menu. The Sorting and Ordering Objects screen is displayed. 2. Click in your selected Sorting Element. You are prompted Are you sure you want to delete this sorting element? 3. Select Yes. Arrange Sorting Elements The Sorting Element is removed from the module. Change the order that Sorting Elements are displayed in the module. This is quick way to change Sorting Elements into the correct order of merit. To arrange Sorting Elements, follow the steps below: 1. In the Configuration tab, select the Sorting and Ordering Objects option from the right hand menu. The Sorting and Ordering Objects screen is displayed. 68 September 2012

69 Setting Up Tracking Manager 2. Click next to any Sorting Element in your selected Sorting Object. See below for the location of this icon in the Sorting and Ordering Objects screen: The Arrange Sorting Elements window is displayed. An example is shown below: 3. Select a Sorting Element and use the arrows available to move it up or down the list. List the Sorting Elements in order of merit with the highest value Sorting Element at the top of the list. 4. Continue to move Sorting Elements up and down the list until you are satisfied with the order. 5. Click Save & Close. The Sorting Elements are now displayed throughout the Tracking Manager Module in the revised order. September

70 Setting Up Tracking Manager ISAMS Tracking Manager User Guide Setting Up Gradesets Objects Gradeset Objects Overview Use the Gradeset Objects option in the Configuration tab to translate numerical data linked to the Tracking Manager Module into gradesets. Apply Gradeset Objects in your Tracking Models so that columns have common values. This helps you to compare information gathered from different sources. The original data is still available to view in your Tracking Models. Each Gradeset Object consists of Gradeset Elements. Use a different Gradeset Element for each range of values you want to grade in the Gradeset Object. For example, use a Gradeset Object to translate percentage results into grades. Setup the Gradeset Elements to list all gradeset values between '80 and 100' as a grade 'A', continue to setup Gradeset Elements for all percentage results. An example of the Gradeset Objects screen is shown below: 70 September 2012

71 Setting Up Tracking Manager Use the functions available in the Gradeset Objects screen to: Create a Gradeset Object. Choose to setup Gradeset Objects to be used by all Tracking Manager Module users (Global Objects) or setup your own Private Objects. Private Gradeset Objects can only be accessed by the user who has set them up. You can setup as many Gradeset Objects as you require to grade the different types of data used in the Tracking Manager Module. See Create a Gradeset Object, page 71, for more information. Add a Gradeset Element to a Gradeset Object. Each Gradeset Object consists of Gradeset Elements. Use a different Gradeset Element for each range of values you want to grade in the Tracking Manager Module. See Add a Gradeset Element, page 81, for more information. Use the Gradeset Wizard. The Gradeset Wizard takes you through steps to create a Gradeset Object and add Gradeset Elements to it. This ensures that you complete all the steps required to start using Gradeset Objects in your Tracking Models. See Using the Gradeset Wizard, page 31, for more information. Copy a Gradeset Object. This duplicates an existing Gradeset Object which you can then edit to suit you. This saves time when you have different types of data that you want to grade in the same way. See Copy an Existing Gradeset Object, page 74, for more information. Edit and delete Gradeset Objects if you need to. See Edit a Gradeset Object, page 75, and Delete a Gradeset Object, page 71, for more information. Edit and delete Gradeset Elements. See Edit a Gradeset Element, page 83, and Delete a Gradeset Element, page 84, for more information. Arrange Gradeset Objects and Gradeset Elements. Change the order that these are displayed in the Tracking Manager Module. See Arrange Gradeset Objects, page 81, and Arrange Gradeset Elements, page 85, for more information. Import and export Gradeset Objects. Export the XML files of your Gradeset Objects to save an external backup of the Gradeset Objects you use. See Export a Gradeset Object, page 79, and Import a Gradeset Object, page 80, for more information. Create a Gradeset Object Create Gradeset Objects to translate numerical data into grades, marks or targets in your Tracking Models. It is useful to give numerical data a grading so that you can compare results from different sources. For example, all results linked to the Tracking Manager Module of between 80% and 100% can be awarded a grade 'A'. The original data is still available to view in your Tracking Models. To create a Gradeset Object, follow the steps below: 1. In the Configuration tab, select Gradeset Objects from the right hand menu. The Gradeset Objects screen is displayed. 2. Click in the top left of the screen. September

72 Setting Up Tracking Manager ISAMS Tracking Manager User Guide The Create Gradeset Object window is displayed. An example is shown below: 3. Complete the sections available in the Gradeset Details tab: Section Gradeset Details Gradeset Defaults Explanation Gradeset Name. Use a clear, concise and unique name for your Gradeset Object. This is displayed when creating columns in Tracking Models. Gradeset Code. Use a unique code. Choose to amend the default code, if necessary. The default Gradeset Code is made up of the first three letters of the Gradeset Name and is not always unique. Gradeset Codes are displayed when managing columns in Tracking Models. Gradeset Active. Select Yes to start using the Gradeset Object. Active Gradeset Objects are identified by a icon in the Gradeset Objects screen. Selecting No makes the Gradeset Object inactive and you are unable to use it. Global Object. Select Yes for all Tracking Manager Module users to use this Gradeset Object. Select No for the Gradeset Object to be listed as Private (only you can use a Gradeset Object listed as Private). Default Object. Selecting Yes preselects this Gradeset Object when you choose to use Gradeset Objects to make column adjustments in your Tracking Models. Default Gradeset Objects are identified by a icon in the Gradeset Objects screen. 4. Select the Gradeset Elements tab to add Gradeset Elements to your Gradeset Object. 72 September 2012

73 Setting Up Tracking Manager An example of the Gradeset Elements tab is shown below: 5. Complete the fields in order of merit with the highest value Gradeset Element at the top of the list. a) Enter the minimum and maximum value range (Min Value and Max Value) used in the data you want to grade. For example, enter minimum and maximum values of '80' and '100' for the percentage a pupil is awarded for an exam. b) Then enter a Gradeset Value to represent the value range you have listed. For example, for the value range of '80' to '100' percent a pupil is awarded an 'A' grade. 6. Click Save & Close once you have completed the Gradeset Element fields. Your Gradeset Object, and its associated Gradeset Elements, is added to the list of Gradeset Objects in the Gradeset Objects screen. Global Objects and Private Objects are listed separately; all newly created Gradeset Objects are at the end of the lists displayed. September

74 Setting Up Tracking Manager ISAMS Tracking Manager User Guide An example of how Gradeset Objects are displayed in the Gradeset Object option is shown below: Copy an Existing Gradeset Object Copy an existing Gradeset Object to save time when you have different types of data that you want to grade in the same way. After you have copied the Gradeset Object you can choose to edit the Gradeset Details and Gradeset Elements. To copy an existing Gradeset Object, follow the steps below: 1. In the Configuration tab, select Gradeset Objects from the right hand menu. The Gradeset Objects screen is displayed. An example is shown below: 2. Click in the Gradeset Object you want to copy. You are prompted Are you sure you want to copy this gradeset object? 3. Click Yes. A copy of the Gradeset Object and all the associated Gradeset Elements is listed in the Gradeset Objects screen. Copied Gradeset Objects are easily identified by name, for example 'Copy of Test' is listed when 'Test' is copied. You are now ready to edit the copied Gradeset Object and the Gradeset Elements associated with it. See Edit a Gradeset Object, page 75, and Edit a Gradeset Element, page 83, for more information. 74 September 2012

75 Setting Up Tracking Manager Edit a Gradeset Object Choose to edit a Gradeset Object if you want to change any of its properties. For example, change its active status. It is not recommended that you edit a Gradeset Object once it is in use as this can alter your Tracking Models. Choose to copy a Gradeset Object and then edit the copy if the Gradeset Object is already in use. See Copy an Existing Gradeset Object, page 74, for more information on copying Gradeset Objects. To edit a Gradeset Object, follow the steps below: 1. In the Configuration tab, select Gradeset Objects from the right hand menu. The Gradeset Objects screen is displayed. 2. Click in the Gradeset Object you want to edit. See below for the location of the edit icon: September

76 Setting Up Tracking Manager ISAMS Tracking Manager User Guide The Edit Gradeset Object window is displayed. An example is shown below: 3. Edit the sections available in the Gradeset Details tab, as required: Section Gradeset Details Gradeset Defaults Explanation Gradeset Name. Use a clear, concise and unique name for your Gradeset Object. This is displayed when creating columns in Tracking Models. Gradeset Code. Use a unique code. Choose to amend the default code, if necessary. The default Gradeset Code is made up of the first three letters of the Gradeset Name and is not always unique. Gradeset Codes are displayed when managing columns in Tracking Models. Gradeset Active. Select Yes to start using the Gradeset Object. Active Gradeset Objects are identified by the icon in the Gradeset Objects screen. Selecting No makes the Gradeset Object inactive and you are unable to use it. Global Object. Select Yes for all Tracking Manager Module users to use this Gradeset Object. Select No for the Gradeset Object to be listed as Private (only you can use a Gradeset Object listed as Private). Default Object. Selecting Yes preselects this Gradeset Object when you choose to use Gradeset Objects to make column adjustments in your Tracking Models. Default Gradeset Objects are identified by the icon in the Gradeset Objects screen. 4. Select the Gradeset Elements tab to edit the Gradeset Elements in your Gradeset Object. 76 September 2012

77 Setting Up Tracking Manager An example of the Gradeset Elements tab is shown below: 5. Complete the fields in order of merit with the highest value Gradeset Element at the top of the list. a) Enter the minimum and maximum value range (Min Value and Max Value) used in the data you want to grade. For example, enter minimum and maximum values of '80' and '100' for the percentage a pupil is awarded for an exam. b) Then enter a Gradeset Value to represent the value range you have listed. For example, for the value range of '80' to '100' percent a pupil is awarded an 'A' grade. 6. Select the Audit tab to view an audit log for the Gradeset Object. This is useful for viewing a history of changes made to the Gradeset Object. September

78 Setting Up Tracking Manager ISAMS Tracking Manager User Guide An example of the Audit tab is shown below: 7. Click Save & Close. The changes you make are displayed in the Gradeset Objects screen. Delete a Gradeset Object Choose delete a Gradeset Object which you no longer require. You can also choose to delete all of the Gradeset Objects in the Tracking Manager Module, if required. Be careful when deleting any Gradeset Objects which are already in use. Deleting Gradeset Objects alters the Tracking Models they are used in. To delete a Gradeset Object, follow the steps below: 1. In the Configuration tab, select Gradeset Objects from the right hand menu. The Gradeset Objects screen is displayed. 78 September 2012

79 Setting Up Tracking Manager See below for the location of the delete buttons: 2. Either: Click in the Gradeset Object you want to delete. You are prompted Are you sure you want to delete this gradeset object? Select Yes. Your selected Gradeset Object is removed from the module. -or- Click. You are prompted Are you sure you want to delete all the gradeset objects? Select Yes. Export a Gradeset Object All Gradeset Objects are removed from the module. Export your Gradeset Objects to save a backup of the Gradeset Objects that you use. This is useful if you have to re-install the module at any point as your Gradeset Objects will not be saved. Also choose to export Gradeset Objects if you want to share the Gradeset Objects that you use with other schools. To export a Gradeset Object, follow the steps below: 1. In the Configuration tab, select Gradeset Objects from the right hand menu. The Gradeset Objects screen is displayed. 2. Click in your selected Gradeset Object. September

80 Setting Up Tracking Manager ISAMS Tracking Manager User Guide See below for the location of the edit icon: You are prompted Do you want to open or save gradeset.xml...? 3. Open or Save the file as you require. The Gradeset Object is exported as an XML document. If you have selected to save the file, you are prompted when the download is complete. Import a Gradeset Object Import Gradeset Objects from an external source into isams. This is useful when you have had to re-install the module and want to re-install the Gradeset Objects that you have previously exported. This also gives you the option of using Gradeset Objects recommended by isams or by another school. To import a Gradeset, follow the steps below: 1. In the Configuration tab, select Gradeset Objects from the right hand menu. The Gradeset Objects screen is displayed. 2. Click at the top of the screen. The Upload Gradeset Object window is displayed. An example is shown below: 3. Click Browse and select the file you want to import. The file you select must be an XML document. 4. Click. You are prompted when the import is complete. 5. Click OK. Your imported Gradeset Object is listed in the Gradeset Objects screen. 80 September 2012

81 Setting Up Tracking Manager Arrange Gradeset Objects Change the order that Gradeset Objects are displayed in the module. Global and Private Styles are listed and arranged separately. Choose to the list the most used Gradeset Objects at the top of the list, this saves time when you are selecting a Gradeset Object for your Tracking Model. To arrange Gradeset Objects, follow the steps below: 1. In the Configuration tab, select the Gradeset Objects option from the right hand menu. The Gradeset Objects screen is displayed. 2. Either: Click. -or- Click. The Arrange Gradeset Objects window is displayed. An example is shown below: 3. Select a Gradeset Object and use the arrows available to move it up or down the list. 4. Click Save & Close. The Gradeset Objects are now displayed throughout the Tracking Manager Module in the revised order. Setting Up Gradeset Elements Add a Gradeset Element To add a Gradeset Element to a Gradeset Object, follow the steps below: 1. In the Configuration tab, select Gradeset Objects from the right hand menu. The Gradeset Objects screen is displayed. 2. Click in your select Gradeset Object. September

82 Setting Up Tracking Manager ISAMS Tracking Manager User Guide See below for the location of this icon in the Gradeset Objects screen: The Create Gradeset Element window is displayed. An example is shown below: 3. Use the fields available to enter details of the Gradeset Element you want to add: Field Minimum Value Maximum Value Gradeset Value Explanation Enter the minimum value for the range of data you want to grade. Enter the maximum value for the range of data you want to grade. Enter a Gradeset Value to represent the value range you have listed. For example, for the value range of '1' to '19' credits a pupil is awarded an 'E' grade. 4. Click Save & Close. 82 September 2012

83 Setting Up Tracking Manager The new Gradeset Element is added to the end of the list of Gradeset Elements associated with the Gradeset Objects. An example is shown below: 5. Either: Add more Gradeset Elements, as required. -or- Edit a Gradeset Element Change the order of the Gradeset Elements to reflect the correct order of merit. See Arrange Gradeset Elements, page 85, for more information. Choose to edit a Gradeset Element if the term used in the data you are grading has changed. It is not recommended that you edit a Gradeset Element once it is in use as this can alter your Tracking Models. To edit a Gradeset Element, follow the steps below: 1. In the Configuration tab, select the Gradeset Objects option from the right hand menu. The Gradeset Objects screen is displayed. 2. Click in your selected Gradeset Element. See below for the location of this icon in the Gradeset Objects screen: September

84 Setting Up Tracking Manager ISAMS Tracking Manager User Guide The Edit Gradeset Element window is displayed. 3. Use the fields available to edit the details of the Gradeset Element: Field Minimum Value Maximum Value Gradeset Value Explanation Enter the minimum value for the range of data you want to grade. Enter the maximum value for the range of data you want to grade. Enter a Gradeset Value to represent the value range you have listed. For example, for the value range of '80' to '100' credits a pupil is awarded an 'A*' grade. 4. Click Save & Close. The changes you make are displayed in the Gradeset Objects screen. Delete a Gradeset Element Choose to delete a Gradeset Element which you no longer require. Be careful when deleting any Gradeset Elements which are already in use. Deleting Gradeset Elements alters the Tracking Models they are used in. To delete a Gradeset Element, follow the steps below: 1. In the Configuration tab, select the Gradeset Objects option from the right hand menu. The Gradeset Objects screen is displayed. 84 September 2012

85 Setting Up Tracking Manager 2. Click in your selected Gradeset Element. You are prompted Are you sure you want to delete this gradeset element? 3. Select Yes. Arrange Gradeset Elements The Gradeset Element is removed from the module. Change the order that Gradeset Elements are displayed in the module. This is quick way to change Gradeset Elements into the correct order of merit. To arrange Gradeset Elements, follow the steps below: 1. In the Configuration tab, select the Gradeset Objects option from the right hand menu. The Gradeset Objects screen is displayed. 2. Click next to any Gradeset Element in your selected Gradeset Object. See below for the location of this icon in the Gradeset Objects screen: September

86 Setting Up Tracking Manager ISAMS Tracking Manager User Guide The Arrange Gradeset Elements window is displayed. An example is shown below: 3. Select a Gradeset Element and use the arrows available to move it up or down the list. List the Gradeset Elements in order of merit with the highest value Gradeset Element at the top of the list. 4. Continue to move Gradeset Elements up and down the list until you are satisfied with the order. 5. Click Save & Close. The Gradeset Elements are now displayed throughout the Tracking Manager Module in the revised order. Setting Up Transpose Objects Transpose Objects Overview Use the Transpose Objects option in the Configuration tab to change the format of data linked to the Tracking Manager Module. You can choose to transpose grades into numerical values or targets. This is useful when displaying data from different sources in your Tracking Models, as you can transpose the data into common values and compare data from different sources. Transposing data into common numerical values is useful for making calculations in your Tracking Models. The original data is still available to view in your Tracking Models. Each Transpose Object consists of Transpose Elements. Use a different Transpose Element for each value you want to change in the Transpose Object. For example, setup a Transpose Object for effort grades. Setup Transpose Elements for each effort grade, changing a high effort grade of '1' to a value of '10' and a low effort grade of '5' to a value of '2'. Setup another Transpose Object for exam grades, transposing a high grade of 'A' to a value of '10' and so on. Apply the Transpose Objects to the data in your Tracking Model. You can then calculate an average of the numerical values listed and transpose your findings back to a grade to give a pupil's overall grade for the year. 86 September 2012

87 Setting Up Tracking Manager An example of the Transpose Objects screen is shown below: Use the functions available in the Transpose Objects screen to: Create a Transpose Object. Choose to setup the Transpose Objects to be used by all Tracking Manager Module users (Global Objects) or setup your own Private Objects. Private Objects can only be accessed by the user who has set them up. You can setup as many Transpose Objects as you require altering the format of the different types of data used in the Tracking Manager Module. See Create a Transpose Object, page 88, for more information. Add a Transpose Element to a Transpose Object. Use a different Transpose Element for each term that you want to transpose in the Tracking Manager Module. See Add a Transpose Element, page 99, for more information. September

88 Setting Up Tracking Manager ISAMS Tracking Manager User Guide Use the Transpose Wizard. The Transpose Wizard takes you through steps to create a Transpose Object and add Transpose Elements to it. This ensures that you complete all the steps required to start using Transpose Objects in your Tracking Models. See Using the Transpose Wizard, page 34, for more information. Copy a Transpose Object. This duplicates an existing Transpose Object which you can then edit to suit you. This saves time when you have different types of data that you want to transpose to same values. See Copy an Existing Transpose Object, page 91, for more information. Reverse a Transpose Object. Choose to reverse the values used in a Transpose Object. This copies the original Transpose Object and reverses the values applied to each Transpose Element. See Reverse an Existing Transpose Object, page 92, for more information. Edit and delete Transpose Objects if you need to. See Edit a Transpose Object, page 93, and Delete a Transpose Object, page 96, for more information. Edit and delete Transpose Elements. See Edit a Transpose Element, page 101, and Delete a Transpose Element, page 102, for more information. Arrange Transpose Objects and Transpose Elements. Change the order that these are displayed in the Tracking Manager Module. See Arrange Transpose Objects, page 99, and Arrange Transpose Elements, page 103, for more information. Import and export Transpose Objects. Export the XML files of your Transpose Objects to save an external backup of the Transpose Objects you use. Import your backup files if you have to re-install the Tracking Manager Module and need to reinstate your previous Transpose Object settings. See Export a Transpose Object, page 97, and Import a Transpose Object, page 98, for more information. Bear in mind that you can also transpose Markbook results in the Markbooks Module. Choose to do this before you compile Markbook Datasets in the Tracking Manager Module. Create a Transpose Object Create Transpose Objects to change the data linked to the Tracking Manager Module into common values. Use common numerical values to make calculations in your Tracking Models, such as calculating average marks. For example, transpose subject grades 'A-E' into numerical values of '5-1'. Use the transposed values in your Tracking Model and divide by the number of subjects to get an average. The original data is still available to view in your Tracking Model. To create a Transpose Object, follow the steps below: 1. In the Configuration tab, select Transpose Object from the right hand menu. The Transpose Objects screen is displayed. 2. Click in the top left of the screen. 88 September 2012

89 Setting Up Tracking Manager The Create Transpose Object window is displayed. An example is shown below: 3. Complete the sections available in the Transpose Details tab: Section Transpose Details Transpose Defaults Explanation Transpose Name. Use a clear, concise and unique name for your Transpose Object. This refers to the data you want to change in the module, for example 'Scores'. This is displayed when creating columns in Tracking Models. Transpose Code. Use a unique code. Choose to amend the default code provided, if required. This is displayed when managing columns in Tracking Models. Transpose Active. Select Yes to start using the Transpose Object. Active Transpose Objects are identified by the icon in the Transpose Objects screen. Selecting No makes the Transpose Object inactive and you are unable to use it. Global Object. Select Yes for all Tracking Manager Module users to use this Transpose Object. Select No for the Transpose Object to be listed as Private (only you can use a Transpose Object listed as Private). Default Object. Selecting Yes preselects this Transpose Object when you choose to use Transpose Objects to make column adjustments in your Tracking Models. Default Transpose Objects are identified by the in the Transpose Objects screen. 4. Select the Transpose Elements tab to add Transpose Elements to your Transpose Object. September

90 Setting Up Tracking Manager ISAMS Tracking Manager User Guide An example of the Transpose Elements tab is shown below: 5. Use the fields available to add Transpose Elements to your Transpose Object. Complete the fields in order of merit with the highest value Transpose Element at the top of the list. a) Enter the grade that you want to transpose in the Transpose Element field. b) Then enter a Transpose Value for the grade. For example, for the grade 'A*' enter a Transpose Value of '8'. 6. Click Save & Close once you have completed the Transpose Elements fields. Your Transpose Object, and its associated Transpose Elements, is added to the list of Transpose Objects in the Transpose Objects screen. Global Transpose Objects and Private Transpose Objects are listed separately; all newly created Transpose Objects are at the end of the lists displayed. 90 September 2012

91 Setting Up Tracking Manager An example of how Transpose Objects are displayed in the Transpose Object option is shown below: Copy an Existing Transpose Object Copy an existing Transpose Object to save time when you have different types of data that you want to transpose in the same way. After you have copied the Transpose Object you can choose to edit the Transpose Details and Transpose Elements. To copy an existing Transpose Object, follow the steps below: 1. In the Configuration tab, select Transpose Objects from the right hand menu. The Transpose Objects screen is displayed. An example is shown below: 2. Click in the Transpose Object you want to copy. You are prompted Are you sure you want to copy this transpose object? 3. Click Yes. A copy of the Transpose Object and all the associated Transpose Elements is listed in the Transpose Objects screen. Copied Transpose Objects are easily September

92 Setting Up Tracking Manager ISAMS Tracking Manager User Guide identified by name, for example 'Copy of Number' is listed when 'Number' is copied. You are now ready to edit the copied Transpose Object and the Transpose Elements associated with it. See Edit a Transpose Object, page 93, and Edit a Transpose Element, page 101, for more information. Reverse an Existing Transpose Object Choose to reverse the values used in a Transpose Object as a shortcut to editing your Transpose Object. This saves time as you do not have to edit each Transpose Element individually. Reversing a Transpose Object reverses the order of the numerical values associated with each Transpose Element. For example, where previously an effort grade of '1' would be the highest grade awarded and have a numerical value of 5. Now effort grade '5' is the highest grade with a value of 5 and effort grade '1' is the lowest grade with a value of 1. To reverse a Transpose Object, follow the steps below: 1. In the Configuration tab, select Transpose Objects from the right hand menu. The Transpose Objects screen is displayed. An example is shown below: 2. Click in the Transpose Object you want to reverse. You are prompted Are you sure you want to reverse this transpose object? 3. Select Yes. 92 September 2012

93 Setting Up Tracking Manager Your selected Transpose Object is copied and listed in reverse order in the Transpose Objects screen. Reversed Transpose Objects are easily identified by name, for example 'Reverse of Effort' is listed when 'Effort' is reversed. The original Transpose Object is still listed. An example of your reversed Transpose Object is shown below: Edit a Transpose Object Choose to edit a Transpose Object if you want to change any of its properties. For example, change its active status. It is not recommended that you edit a Transpose Object once it is in use as this can alter your Tracking Models. Choose to copy a Transpose Object and then edit the copy if the Transpose Object is already in use. See Copy an Existing Transpose Object, page 91, for more information on copying Transpose Objects. To edit a Transpose Object, follow the steps below: 1. In the Configuration tab, select Transpose Objects from the right hand menu. The Transpose Objects screen is displayed. 2. Click in the Transpose Object you want to edit. See below for the location of the edit icon: September

94 Setting Up Tracking Manager ISAMS Tracking Manager User Guide The Edit Transpose Object window is displayed. An example is shown below: 3. Edit the sections available in the Transpose Details tab, as required: Section Transpose Details Transpose Defaults Explanation Transpose Name. Use a clear, concise and unique name for your Transpose Object. This refers to the data you want to change in the module, for example 'Scores'. This is displayed when creating columns in Tracking Models. Transpose Code. Use a unique code. Choose to amend the default code provided, if required. This is displayed when managing columns in Tracking Models. Transpose Active. Select Yes to start using the Transpose Object. Active Transpose Objects are identified by a icon in the Transpose Objects screen. Selecting No makes the Transpose Object inactive and you are unable to use it. Global Object. Select Yes for all Tracking Manager Module users to use this Transpose Object. Select No for the Transpose Object to be listed as Private (only you can use a Transpose Object listed as Private). Default Object. Selecting Yes preselects this Transpose Object when you choose to use Transpose Objects to make column adjustments in your Tracking Models. Default Transpose Objects are identified by a in the Transpose Objects screen. 4. Select the Transpose Elements tab to edit the Transpose Elements in your Transpose Object. 94 September 2012

95 Setting Up Tracking Manager An example of the Transpose Elements tab is shown below: 5. Use the fields available to add Transpose Elements to your Transpose Object. Complete the fields in order of merit with the highest value Transpose Element at the top of the list. a) Enter the grade that you want to transpose in the Transpose Element field. b) Then enter a Transpose Value for the grade. For example, for the grade 'A*' enter a Transpose Value of '8'. 6. Select the Audit tab to view an audit log for the Transpose Object. This is useful for viewing a history of changes made to the Transpose Object. September

96 Setting Up Tracking Manager ISAMS Tracking Manager User Guide An example of the Audit tab is shown below: 7. Click Save & Close. The changes you make are displayed in the Transpose Objects screen. Delete a Transpose Object Choose delete a Transpose Object which you no longer require. You can also choose to delete all of the Transpose Objects in the Tracking Manager Module, if required. Be careful when deleting any Transpose Objects which are already in use. Deleting Transpose Objects alters the Tracking Models they are used in. To delete a Transpose Object, follow the steps below: 1. In the Configuration tab, select Transpose Objects from the right hand menu. The Transpose Objects screen is displayed. 96 September 2012

97 Setting Up Tracking Manager See below for the location of the delete buttons: 2. Either: Click in the Transpose Object you want to delete. You are prompted Are you sure you want to delete this transpose object? Select Yes. Your selected Transpose Object is removed from the module. -or- Click. You are prompted Are you sure you want to delete all the transpose objects? Select Yes. Export a Transpose Object All Transpose Objects are removed from the module. Export your Transpose Objects to save a backup of the Transpose Objects that you use. This is useful if you have to re-install the module at any point as your Transpose Objects will not be saved. Also choose to export Transpose Objects if you want to share the Transpose Objects that you use with other schools. To export a Transpose Object, follow the steps below: 1. In the Configuration tab, select Transpose Objects from the right hand menu. The Transpose Objects screen is displayed. 2. Click in your selected Transpose Object. September

98 Setting Up Tracking Manager ISAMS Tracking Manager User Guide See below for the location of the edit icon: You are prompted Do you want to open or save transpose.xml...? 3. Open or Save the file as you require. The Transpose Object is exported as an XML document. If you have selected to save the file, you are prompted when the download is complete. Import a Transpose Object Import Transpose Objects from an external source into isams. This is useful when you have had to re-install the module and want to re-install the Transpose Objects that you have previously exported. This also gives you the option of using Transpose Objects recommended by isams or by another school. To import a Transpose Object, follow the steps below: 1. In the Configuration tab, select Transpose Objects from the right hand menu. The Transpose Objects screen is displayed. 2. Click at the top of the screen. The Upload Transpose Object window is displayed. An example is shown below: 3. Click Browse and select the file you want to import. The file you select must be an XML document. 4. Click. You are prompted when the import is complete. 5. Click OK. Your imported Transpose Object is listed in the Transpose Objects screen. 98 September 2012

99 Setting Up Tracking Manager Arrange Transpose Objects Change the order that Transpose Objects are displayed in the module. Global and Private Styles are listed and arranged separately. Choose to the list the most used Transpose Objects at the top of the list, this saves time when you are selecting a Transpose Object for your Tracking Model. To arrange Transpose Objects, follow the steps below: 1. In the Configuration tab, select the Transpose Objects option from the right hand menu. The Transpose Objects screen is displayed. 2. Either: Click. -or- Click. The Arrange Transpose Objects window is displayed. An example is shown below: 3. Select a Transpose Object and use the arrows available to move it up or down the list. 4. Click Save & Close. The Transpose Objects are now displayed throughout the Tracking Manager Module in the revised order. Setting Up Transpose Elements Add a Transpose Element To add a Transpose Element to a Transpose Object, follow the steps below: 1. In the Configuration tab, select Transpose Objects from the right hand menu. The Transpose Objects screen is displayed. 2. Click in your select Transpose Object. September

100 Setting Up Tracking Manager ISAMS Tracking Manager User Guide See below for the location of this icon in the Transpose Objects screen: The Create Transpose Element window is displayed. An example is shown below: 3. Use the fields available to enter details of the Transpose Element you want to add: Field Element Value Transpose Value Explanation Enter the term/grade that you want to transpose. Enter a value for the term/grade. For example, for the grade '6' enter a value of 'F'. When you choose to apply this Transpose Object in your Tracking Models all grades of '6' are displayed as an 'F'. 4. Click Save & Close. 100 September 2012

101 Setting Up Tracking Manager The new Transpose Element is added to the list of Transpose Elements associated with the Transpose Objects. An example is shown below: 5. Either: Add more Transpose Elements, as required. -or- Edit a Transpose Element Change the order of the Transpose Elements to reflect the correct order of merit. See Arrange Transpose Elements, page 103, for more information. Choose to edit a Transpose Element if the term used in the data you are transposing has changed. It is not recommended that you edit a Transpose Element once it is in use as this can alter your Tracking Models. To edit a Transpose Element, follow the steps below: 1. In the Configuration tab, select the Transpose Objects option from the right hand menu. The Transpose Objects screen is displayed. 2. Click in your selected Transpose Element. See below for the location of this icon in the Transpose Objects screen: September

102 Setting Up Tracking Manager ISAMS Tracking Manager User Guide The Edit Transpose Element window is displayed. 3. Use the fields available to edit the details of the Transpose Element: Field Element Value Transpose Value Explanation Enter the term/grade that you want to transpose. Enter a value for the term/grade. For example, for the grade '6' enter a value of 'U'. When you choose to apply this Transpose Object in your Tracking Models all grades of '6' are displayed as an 'U'. 4. Click Save & Close. The changes you make are displayed in the Transpose Objects screen. Delete a Transpose Element Choose to delete a Transpose Element which you no longer require. Be careful when deleting any Transpose Elements which are already in use. Deleting Transpose Elements alters the Tracking Models they are used in. To delete a Transpose Element, follow the steps below: 1. In the Configuration tab, select the Transpose Objects option from the right hand menu. The Transpose Objects screen is displayed. 2. Click in your selected Transpose Element. See below for the location of this icon in the Transpose Objects screen: You are prompted Are you sure you want to delete this transpose element? 102 September 2012

103 Setting Up Tracking Manager 3. Select Yes. Arrange Transpose Elements The Transpose Element is removed from the module. Change the order that Transpose Elements are displayed in the module. This is quick way to change Transpose Elements into the correct order of merit. To arrange Transpose Elements, follow the steps below: 1. In the Configuration tab, select the Transpose Objects option from the right hand menu. The Transpose Objects screen is displayed. 2. Click next to any Transpose Element in your selected Transpose Object. See below for the location of this icon in the Transpose Objects screen: The Arrange Transpose Elements window is displayed. An example is shown below: September

104 Setting Up Tracking Manager ISAMS Tracking Manager User Guide 3. Select a Transpose Element and use the arrows available to move it up or down the list. List the Transpose Elements in order of merit with the highest value Transpose Element at the top of the list. 4. Continue to move Transpose Elements up and down the list until you are satisfied with the order. 5. Click Save & Close. The Transpose Elements are now displayed throughout the Tracking Manager Module in the revised order. Setting Up Model Defaults Tracking User Defaults This option is not currently in use. See Setup My Model Preferences, page 120, for help setting up default display options in the Manage Models tab. Tracking Model Defaults Setup default features for new Tracking Models to suit you. For example, select the Models Sidebar to be expanded each time you setup a new Tracking Model. An example of the Tracking Model Defaults option is shown below: 104 September 2012

105 Setting Up Tracking Manager An example of how your Tracking Model Default selections are displayed in the Manage Models tab is shown below: Use the functions available in the Tracking Model Default screen to: Add a Model Default. Choose from a predefined list of features to add as Model Defaults. See page 105 for more information. Edit a Model Default. Change the status of your Model Defaults. See page 106 for more information. Delete Model Defaults. Remove any Model Defaults you have setup in the module. See page 107 for more information. Export Model Defaults. Export all of the Model Defaults save a backup file of the Model Defaults that you use. This is useful if you have to re-install the module at any point. Your Model Defaults have to be setup again following a reinstall. See page 107 for more information on exporting Model Defaults. Import Model Defaults. Import all the Model Defaults from an external source into isams. This is useful when you have had to re-install the Tracking Manager Module. Import the Model Defaults that you have previously exported to a backup file. See page 108 for more information. Add a Model Default To add a Model Default, follow the steps below: 1. In the Configuration tab, select Tracking Model Defaults from the right hand menu. September

106 Setting Up Tracking Manager ISAMS Tracking Manager User Guide The Tracking Model Defaults screen is displayed. 2. Click. The Create Model Default window is displayed: 3. Select the Default Type from the drop down list. This is the property or feature available in your Tracking Model. 4. Complete the sections available in the Model Default Details section: Section Default Object Default Name Default Value Explanation Select the feature that you want to work with. Select a name for the Default Object. Select Yes for the feature to be available by default when you setup a Tracking Model. Selecting Yes lists the Model Default as 'true' in the Tracking Model Defaults screen. 5. Click Save & Close. Your Model Default is listed in the Tracking Models Default screen. Edit a Model Default To edit the status of the Model Default, follow the steps below: 1. Click in the Model Default you want to edit. 106 September 2012

107 Setting Up Tracking Manager The Edit User Default window is displayed. An example is shown below: 2. Edit the Default Value as required. Select Yes for your selected feature to be available by default when you setup a Tracking Model. Selecting Yes lists the Model Default as 'true' in the Tracking Model Defaults screen. 3. Click Save & Close. Delete Model Defaults The changes you make are displayed in the Tracking Model Defaults screen. Choose to delete one or all of the Model Defaults from the Tracking Manager Module. To delete Model Defaults, follow the steps below: Either: 1. Click in your selected Model Default from the Tracking Model Defaults screen. You are prompted Are you sure you want to delete this model default? 2. Select Yes. -or- Your selected Model Default is removed from the module. 1. Select. You are prompted Are you sure you want to delete all the model defaults? 2. Select Yes. Export Model Defaults All Model Defaults are removed from the module. Export all of the Model Defaults to save a backup file of the Model Defaults that you use. To export Model Defaults, follow the steps below: 1. Select in the Tracking Model Defaults screen. You are prompted Do you want to open or save model_defaults.xml...? 2. Open or Save the file as you require. Your Model Defaults are exported as an XML document. September

108 Setting Up Tracking Manager ISAMS Tracking Manager User Guide Import Model Defaults If you have selected to save the file, you are prompted when the download is complete. Import all the Model Defaults from an external source into isams. To import Model Defaults, follow the steps below: 1. Select in the Tracking Model Defaults screen. The Upload Model Defaults window is displayed. An example is shown below: 2. Click Browse and select the file you want to import. The file you select must be an XML document. 3. Click. You are prompted when the import is complete. 4. Click OK. Your imported Model Defaults are listed in the Tracking Model Defaults screen. Setting Up Style Sheet Options Style Sheet Options Use the Style Sheet Options available in the Configuration tab to change the display styling of your Tracking Models matrix. Select Screen Style Sheets to setup and manage the styling for on-screen versions of your Tracking Models. Select Print Style Sheets to setup and manage the styling for printed versions of your Tracking Models. For example, change the font type used for printed versions of your Tracking Models to reflect font types used in other school documentation. Default style sheets for both the on-screen and printed versions of your Tracking Model matrix are setup for you. Only adapt styling once you are familiar with the CSS code used in style sheets. The Matrix Style Sheets screen is displayed when you select either of the Style Sheet Options available in the right hand menu of the Configuration tab. 108 September 2012

109 Setting Up Tracking Manager An example of the Matrix Style Sheets screen is shown below: Add a Style Sheet Use the functions available in the Matrix Style Sheets screen to: Add a style sheet. Create your own style sheet for your Tracking Models. See page 109 for more information. Edit a style sheet. Edit the properties or styling details of an existing style sheet. See page 111 for more information. Copy a style sheet. Create a duplicate of an existing style sheet. Then choose to edit the duplicate if required, this saves time. See page 111 for more information. Delete a style sheet. Remove a style sheet from the module. Do not select this if a style sheet is already in use. See page 114 for more information. Export a style sheet. Export an XML file of your style sheet to save a backup file of it. This is useful if you have to re-install the module at any point. Your style sheets have to be setup again following a re-install. See page 115 for more information on exporting a style sheet. Import a style sheet. Import an XML file of style sheets from an external source into isams. This is useful if you have had to re-install the Tracking Manager Module. Import the style sheets from your backup file. See page 115 for more information on importing style sheets. To add a style sheet in the Tracking Manager Module, follow the steps below: 1. Go to the right hand menu in the Configuration tab and select either: Screen Style Sheets. -or- Print Style Sheets. The Matrix Style Sheets screen is displayed. 2. Click. September

110 Setting Up Tracking Manager ISAMS Tracking Manager User Guide The Create Style Sheet window is displayed. An example is shown below: 3. Complete the sections available in the Style Sheet Details tab: Section Style Sheet Properties Style Sheet Defaults Explanation Style Sheet Type. Select whether the style sheet is to be applied to on-screen or printed versions of Tracking Models. Style Sheet Name. Use a clear, concise and unique name for your style sheet. This is displayed when selecting Model Properties for your Tracking Models. Style Sheet Code. Use a unique code to identify the style sheet. Style Sheet Active. Select Yes to start using the style sheet. Active style sheets are identified by the icon in the Matrix Style Sheets screen. Selecting No makes the style sheet inactive and you are unable to use it. Select Yes for this style sheet to be preselected when you create new Tracking Models. Default style sheets are identified by the icon in the Matrix Style Sheets screen. Selecting the default option is useful for your most used style sheet. 110 September 2012

111 Setting Up Tracking Manager 4. Select the Style Sheet tab and construct your style sheet using CSS code. An example is shown below: 5. Click Save & Close. Your style sheet is displayed in the Matrix Style Sheets screen. Copy a Style Sheet Create a duplicate of an existing style sheet. Then choose to edit the duplicate if required, this saves time. To copy a style sheet, follow the steps below: 1. Go to the right hand menu in the Configuration tab and select either: Screen Style Sheets. -or- Print Style Sheets. The Matrix Style Sheets screen is displayed. 2. Click in the style sheet you want to copy. You are prompted Are you sure you want to copy this style sheet? 3. Select Yes. A copy of the style sheet is displayed in the Matrix Style Sheets screen. You can now edit the copy as required. September

112 Setting Up Tracking Manager ISAMS Tracking Manager User Guide Edit a Style Sheet Change the properties or styling details of an existing style sheet in the Tracking Manager Module. To edit a style sheet, follow the steps below: 1. Go to the right hand menu in the Configuration tab and select either: Screen Style Sheets. -or- Print Style Sheets. The Matrix Style Sheets screen is displayed. 2. Click in the style sheet you want to edit. The Edit Style Sheet window is displayed. An example is shown below: 112 September 2012

113 Setting Up Tracking Manager 3. Edit the sections available in the Style Sheet Details tab: Section Style Sheet Properties Style Sheet Defaults Explanation Style Sheet Type. Select whether the style sheet is to be applied to on-screen or printed versions of Tracking Models. Style Sheet Name. Use a clear, concise and unique name for your style sheet. This is displayed when selecting Model Properties for your Tracking Models. Style Sheet Code. Use a unique code to identify the style sheet. Style Sheet Active. Select Yes to start using the style sheet. Active style sheets are identified by the icon in the Matrix Style Sheets screen. Selecting No makes the style sheet inactive and you are unable to use it. Select Yes for this style sheet to be preselected when you create new Tracking Models. Default style sheets are identified by the icon in the Matrix Style Sheets screen. Selecting the default option is useful for your most used style sheet. 4. Select the Style Sheet tab and edit your style sheet using CSS code, if required. An example is shown below: 5. Select the Audit tab to view an audit log for the style sheet. This is useful for viewing a history of changes made to the style sheet. September

114 Setting Up Tracking Manager ISAMS Tracking Manager User Guide An example of the Audit tab is shown below: 6. Click Save & Close. Delete a Style Sheet Your edited style sheet is displayed in the Matrix Style Sheets screen. Remove a style sheet from the module. You can also choose to delete all of the style sheets in the Tracking Manager Module, if required. Be careful when deleting any style sheets which are already in use. Deleting style sheet alters the Tracking Models they are used in. To delete a style sheet, follow the steps below: 1. Go to the right hand menu in the Configuration tab and select either: Screen Style Sheets. -or- Print Style Sheets. The Matrix Style Sheets screen is displayed. 2. Either: Click in the style sheet you want to delete. You are prompted Are you sure you want to delete this style sheet? Select Yes. Your selected style sheet is removed from the module. -or- Click. 114 September 2012

115 Setting Up Tracking Manager You are prompted Are you sure you want to delete all the styles sheets? Select Yes. Export a Style Sheet All style sheets are removed from the module. Export an XML file of your style sheet to save a backup file of it. This is useful if you have to re-install the Tracking Manager Module at any point. Your style sheets have to be setup again following a re-install. To export a style sheet, follow the steps below: 1. Go to the right hand menu in the Configuration tab and select either: Screen Style Sheets. -or- 2. Click Print Style Sheets. The Matrix Style Sheets screen is displayed. You are prompted Do you want to open or save stylesheets.xml...? 3. Open or Save the file as you require. The style sheet is exported as an XML document. Import a Style Sheet If you have selected to save the file, you are prompted when the download is complete. Import an XML file of style sheets from an external source into the Tracking Manager Module. This is useful if you have had to re-install the Tracking Manager Module. Import the style sheets from your backup file. To import a style sheet, follow the steps below: 1. Go to the right hand menu in the Configuration tab and select either: Screen Style Sheets. -or- Print Style Sheets. The Matrix Style Sheets screen is displayed. 2. Click. The Upload Style Sheet window is displayed. An example is shown below: 3. Click Browse and select the file you want to import. The file you select must be an XML document. 4. Click. September

116 Setting Up Tracking Manager ISAMS Tracking Manager User Guide You are prompted when the import is complete. 5. Click OK. Your imported style sheet is listed in the style sheet screen. 116 September 2012

117 Setting Up The Manage Models Tab Chapter 2: Setting Up The Manage Models Tab September

118 Setting Up The Manage Models Tab ISAMS Tracking Manager User Guide Manage Models Overview Use the Manage Models tab in the Tracking Manager Module to create and manage Tracking Models. An example of the Manage Models screen is shown below: Tracking Models are used to compile results and reports from other modules in isams. Analyse the compiled information to monitor the academic performance and progress of pupils. 118 September 2012

119 Setting Up The Manage Models Tab An example of a Tracking Model is shown below: Organise your Tracking Models into Tracking Folders with access properties to suit you. For example, setup a Tracking Folder for each 'Year Group' that 'Heads of Year' can access. Compile Tracking Models for each 'Form Group' within each 'Year Group' Tracking Folder. Once you have setup Tracking Folders a number of functions are available for you to manage them. See Tracking Folders Overview, page 121, for more information. To start using Tracking Models Follow the steps below: 1. Setup My Model Preferences. These are the display and download preferences for the Manage Models tab. See page 120 for more information. 2. Create a Tracking Folder. Setup the name and access permissions for your Tracking Folder. See page 122 for more information. 3. Create a Tracking Model. Setup the name, properties and publishing options for your Tracking Model. See page 131 for more information. September

120 Setting Up The Manage Models Tab ISAMS Tracking Manager User Guide 4. Run Your Tracking Model. Select the pupils and information that you want to compile in your Tracking Model. See page 145 for more information. Once you have setup Tracking Models a number of functions are available for you to manage them. See Tracking Models Overview, page 130, for more information. Setup My Model Preferences Click in the top left of the Manage Models screen to expand and collapse the Models Sidebar. You might prefer this to be collapsed to increase the display of Tracking Models on your screen. Setup My Model Preferences to control your display and download options in the Manage Models tab. For example, choose for the Model Sidebar to be expanded when you open the Manage Models screen. You can also select your preferred formats to be available when you download a Tracking Model. To setup My Model Preferences, follow the steps below: 1. Either: Click -or- Click in the top right of the Manage Models screen. in the Models Sidebar. The My Preferences window is displayed. An example is shown below: 120 September 2012

121 Setting Up The Manage Models Tab 2. Use the drop down boxes available to select options for the Manage Models screen: Options Model Explorer Options Explorer Download Options Explanation Show Sidebar. This refers to the Models Sidebar. You might prefer this to be collapsed by default to increase the display of Tracking Models on your screen. Show Last Folder. Select Yes and the last Tracking Folder you were using opens when you load the Tracking Manager Module. This saves time locating the Tracking Model you want to work with. Select your preferred formats to be available when downloading your Tracking Models. 3. Click Save & Close. You are now ready to Create a Tracking Folder, see page 122 for more information. Setting Up Folders in Manage Models Tracking Folders Overview Organise your Tracking Models into Tracking Folders with access properties to suit you. For example, setup a Tracking Folder for each year group that Heads of Year can access. Compile Tracking Models for each form group within each year group Tracking Folder. You can also choose to setup sub folders/'child folders' within your Tracking Folders, if required. See Create a Tracking Folder, page 122, to get started. Use the features available to manage the Tracking Folders you create: Copy a Tracking Folder. Duplicate an existing Tracking Folder. Use this to reproduce Tracking Folders containing the same information for different users. See page 125 for more information. Edit a Tracking Folder. Change the users who can access the Tracking Folder. See page 126 for more information. Cut and Paste Tracking Folders. Use this to organise your Tracking Folders as required. For example, merge Tracking Folders together by cutting them from one location and pasting them into another. You can choose to 'drag and drop' Tracking Folders instead of using the cut and paste functions, if required. See page 127 for more information. Delete a Tracking Folder. Remove a Tracking Folder which is no longer required. See page 128 for more information. Export a Tracking Folder. Save all the Tracking Models in a selected Tracking Folder as a zip file. You may want to do this in order to present Tracking Model information to colleagues in an Excel spreadsheet. See page 129 for more information. Arrange Tracking Folders. Change the order that Tracking Folders are displayed in the Manage Models screen. You may prefer to group Tracking Folders for the same year group together. See page 129 for more information. September

122 Setting Up The Manage Models Tab ISAMS Tracking Manager User Guide Arrange Tracking Models. Change the order that Tracking Models are displayed in the Manage Models screen. You may prefer to display your Tracking Models in chronological order. See page 144 for more information. Right click menus are available for managing Tracking Folders. Right click on your selected Tracking Folder and select the function you require from the menu displayed. Some of the features in the Manage Models screen are only available from the Models Sidebar. Click in the top left of the Manage Models screen to expand and collapse to Models Sidebar. Use Create a Tracking Folder to display any changes you may in the Manage Models screen. You must create a Tracking Folder before you create a Tracking Model. Choose to add Tracking Folders as sub folders/'child folders', if required. To create a Tracking Folder, follow the steps below: 1. In the Manage Models screen, click in the top left of the Manage Models screen to move between levels of Tracking Folders, if required. 2. Either: Click -or- Click in the top left of the screen. in the Models Sidebar. 122 September 2012

123 Setting Up The Manage Models Tab The Create Folder window is displayed. An example is shown below: 3. Enter a concise and unique name for your Tracking Folder, provide a full description of the contents if required (the Folder Description is displayed in the Models Sidebar). 4. Use the drop down list to select an icon for your folder. 5. Select the Permissions tab and click. September

124 Setting Up The Manage Models Tab ISAMS Tracking Manager User Guide An example of the Permissions tab is shown below: 6. Use the sections available to compile a list of 'Users or Groups' that have access permission to your Tracking Folder: Section User or Group Use the buttons and drop down lists available to select... A 'User or Group' for your Tracking Folder. You can only add one 'User or Group' at a time (add more 'Users and Groups' in Step 8, if required). Permissions The level of access you want the 'Users or Groups' to have to your Tracking Folder. Check the 'Apply permission to all child folders' box if you want sub folders/'child folders' to have the same permissions as this 'parent folder'. 7. Click. The 'Users or Groups' with access to the Tracking Folder are listed in the Permissions tab. 8. Continue to add 'Users or Groups', as required. 9. Click Save & Close. Your Tracking Folder is displayed in the Manage Model screen. You are now ready to Create a Tracking Model, see page 131 for more information. 124 September 2012

125 Setting Up The Manage Models Tab Copy a Tracking Folder Duplicate an existing Tracking Folder. Use this to reproduce Tracking Folders, containing the same information, for different users. Each user can then adjust the Tracking Models within their own Tracking Folders to suit them. To copy a Tracking Folder, follow the steps below: 1. In the Manage Models screen, click in the top left of the Manage Models screen to move between levels of Tracking Folders, if required. 2. Select the Tracking Folder you want to copy. 3. Either: Click -or- in the top of the Manage Models screen. Right click on your selected Tracking Folder and select Copy from the menu displayed. 4. Again, click in the top left of the Manage Models screen to move between levels of Tracking Folders, if required. Choose to paste the copied Tracking Folder either: As a 'parent' Tracking Folder. Go to Step 6. -or- As a sub folder/'child folder' inside another Tracking Folder. Go to Step Open the Tracking Folder where you want to paste your copied Tracking Folder by either: Double clicking on the Tracking Folder. -or- Right clicking on the Tracking Folder and selecting Open Folder:.. from the menu displayed. 6. Click in the top of the Manage Models screen to paste the copied item into the new location. You are prompted when the Tracking Folder has been pasted successfully (it can take several seconds for this prompt to display). 7. Click OK. A copy of your selected Tracking Folder is displayed in the Manage Models screen. You are now ready to edit the copy of the Tracking Folder. See Edit a Tracking Folder, page 126, for more information. Select multiple Tracking Folders, if required. Hold Ctrl and select the Tracking Folders you want to work with. Use and to select or deselect all the Tracking Folders displayed, if required. This saves you time if you need to copy all the Tracking Folders. September

126 Setting Up The Manage Models Tab ISAMS Tracking Manager User Guide Edit a Tracking Folder Change the users who can access the Tracking Folder. You can also change the Tracking Folder's properties, such as changing the icon used or add a Folder Description. To edit a Tracking Folder, follow the steps below: 1. In the Manage Models screen, select the Tracking Folder you want to edit. 2. Either: Click -or- in the Models Sidebar. Right click on your selected Tracking Folder and select Properties from the menu displayed. The Edit Folder window is displayed. 3. Choose one of the following edit functions: Edit the Tracking Folder properties. See page 126 for more information. Allow more users to access the Tracking Folder. See page 126 for more information. Edit the users with access to the Tracking Folder. See page 127 for more information. Remove a user's access to the Tracking Folder. See page 127 for more information. Use the Audit tab to view a history of changes made to the Tracking Folder. Edit Tracking Folder Properties Add User Access 1. Select the Properties tab. 2. Edit the name or add a description for your Tracking Folder. Use a concise and unique name for your Tracking Folder. 3. Use the drop down list to change the icon for your Tracking Folder. 4. Click Save & Close. 1. Select the Permissions tab. 2. Click to add more 'Users and Groups'. 3. Complete the sections available: Section User or Group Use the buttons and drop down lists available to select... A 'User or Group' for your Tracking Folder. You can only add one 'User or Group' at a time (add more 'Users and Groups' in Step 5, if required). 126 September 2012

127 Setting Up The Manage Models Tab Section Use the buttons and drop down lists available to select... Permissions The level of access you want the 'Users or Groups' to have to your Tracking Folder. Check the 'Apply permission to all child folders' box if you want sub folders/'child folders' to have the same permissions as this 'parent folder'. 4. Click. The 'Users or Groups' with access to the Tracking Folder are listed in the Permissions tab. 5. Continue to add 'Users or Groups', as required. 6. Click Save & Close. Edit User Access 1. Select the Permissions tab. 2. Click on the user you want to edit. 3. Under Permissions, select the level of access you want the user to have to your Tracking Folder. 4. Check the 'Apply permission to all child folders' box if you want sub folders/'child folders' to have the same permissions as this 'parent folder'. 5. Click Save & Close. Delete User Access 1. Select the Permissions tab. 2. Click on the user you want to delete. 3. Click. 4. Click Save & Close. Cut and Paste Tracking Folders Use this to organise your Tracking Folders as required. For example, create sub folders/'child folders' by cutting Tracking Folders from one location and pasting them into another Tracking Folder. You may find using sub folders useful for archiving Tracking Folders containing information on previous academic years. To cut and paste Tracking Folders, follow the steps below: 1. In the Manage Models screen, click in the top left of the Manage Models screen to move between levels of Tracking Folders, if required. 2. Select the Tracking Folder you want to cut and paste. 3. Either: Click -or- in the top of the Manage Models screen. Right click on your selected Tracking Folder and select Cut from the menu displayed. 4. Again, click in the top left of the Manage Models screen to move between levels of Tracking Folders, if required. September

128 Setting Up The Manage Models Tab ISAMS Tracking Manager User Guide Choose to paste the cut Tracking Folder either: As a 'parent' Tracking Folder. Go to Step 6. -or- As a sub folder/'child folder' inside another Tracking Folder. Go to Step Open the Tracking Folder where you want to paste the item by either: Double clicking on the Tracking Folder. -or- Right clicking on the Tracking Folder and selecting Open Folder:.. from the menu displayed. 6. Click in the top of the Manage Models screen to paste the item into the new location. You are prompted when the Tracking Folder has been pasted successfully (it can take several seconds for this prompt to display). 7. Click OK. Delete a Tracking Folder The Tracking Folder is displayed in the Manage Models screen. Select multiple Tracking Folders, if required. Hold Ctrl and select the Tracking Folders you want to work with. Use and to select or deselect all the Tracking Folders displayed, if required.this saves you time if you need to copy all the Tracking Folders. Remove a Tracking Folder which is no longer required. All Tracking Models in the Tracking Folder are also deleted. To delete a Tracking Folder, follow the steps below: 1. In the Manage Models screen, select the Tracking Folder you want to delete. 2. Either: Click -or- in the top of the Manage Models screen. Right click on your selected Tracking Folder and select Delete Folder from the menu displayed. -or- Click in the Models Sidebar. You are prompted Are you sure you want to delete the selected folder? 3. Select Yes. The Tracking Folder is removed from the module. Select multiple Tracking Folders, if required. Hold Ctrl and select the Tracking Folders you want to work with. Use and to select or deselect all the Tracking Folders displayed, if required. This saves you time if you need to copy all the Tracking Folders. 128 September 2012

129 Setting Up The Manage Models Tab Export a Tracking Folder Export a Tracking Folder, and all the Tracking Models within it, in a zip file. You may want to do this in order to present Tracking Model information to colleagues in an Excel spreadsheet. To export a Tracking Folder, follow the steps below: 1. In the Manage Models screen, select the Tracking Folder you want to export. 2. Either: Right click on your selected Tracking Folder and select Export as Zipped Folder from the menu displayed. -or- Click in the Models Sidebar. You are prompted Do you want to open or save export.zip...? 3. Open or Save the file, as required. If you have select to save the file, you are prompted when the download is complete. 4. Open the zip file to display the exported Tracking Folder and Tracking Models. You can now open the Tracking Models in Excel. Arrange Tracking Folders Change the order that Tracking Folders are displayed in the Manage Models screen. You may prefer to group Tracking Folders for the same 'Year Group' together. To arrange Tracking Folders, follow the steps below: 1. In the Manage Models screen, either: Select -or- from the Models Sidebar. Right click on your selected Tracking Folder and select Arrange Folders from the menu displayed. The Arrange Folders window is displayed. An example is shown below: September

130 Setting Up The Manage Models Tab ISAMS Tracking Manager User Guide 2. Select a Tracking Folder and use the arrows available to move it up or down the list. 3. Click Save & Close. The Tracking Folders are now displayed throughout the Tracking Manager Module in the revised order. Setting Up Tracking Models Tracking Models Overview Use your Tracking Models to compile results and reports from other modules in isams. Analyse the compiled information to monitor the academic performance and progress of pupils. An example of a Tracking Model is shown below: Setup your Tracking Models to suit you. For example, choose Tracking Models to display information for groups of pupils or individual pupils. You can also select the 130 September 2012

131 Setting Up The Manage Models Tab status of the pupils you want to include in your Tracking Model, such as whether they are current or former pupils. See Create a Tracking Model, page 131, to get started. Use the features available to manage the Tracking Models you create: Copy a Tracking Model. Duplicate an existing Tracking Model. Use this to reproduce Tracking Models containing the same information for different users. See page 136 for more information. Edit a Tracking Model. Change the active status or the publication options of the Tracking Model. See page 137 for more information. Cut and Paste a Tracking Model. Use this to organise your Tracking Models as required. You can choose to 'drag and drop' Tracking Models instead of using the cut and paste functions, if required. See page 142 for more information. Delete a Tracking Model. Remove a Tracking Model which is no longer required. See page 143 for more information. Arrange Tracking Models. Change the order that Tracking Models are displayed in the Manage Models screen. You may prefer to display your Tracking Models in chronological order. See page 144 for more information. Create a Tracking Model To create a new Tracking Model, follow the steps below: 1. In the Manage Models screen, click in the top left of the Manage Models screen to move between levels of Tracking Folders, if required. 2. Open the Tracking Folder you want to use for your Tracking Model by either: Double clicking on the Tracking Folder. -or- Right clicking on the Tracking Folder and selecting Open Folder:.. from the menu displayed. 3. Click in the top left of the screen. September

132 Setting Up The Manage Models Tab ISAMS Tracking Manager User Guide The Create Model window is displayed. An example is shown below: 4. Complete the sections available in the Properties tab: Section Model Details Model Options Explanation Model Name. Enter a concise and unique name for your Tracking Model. Model Description. Provide a full description of the contents of your Tracking Model, if required (the Model Description is displayed in the Models Sidebar). Model Icon. Use the drop down list to select an icon for your Tracking Model. Active Model. Select Yes to start using the Tracking Model. Selecting No makes the Tracking Model inactive and you are unable to use it. Inactive Tracking Models are greyed out in the Manage Models screen. 132 September 2012

133 Setting Up The Manage Models Tab 5. Select the Options tab. An example is shown below: Complete the sections available: Section Model Focus Explanation Model Focus. Select Cohort to setup your Tracking Model to display data for groups of pupils, such as a form group. For example, select Cohort if you want to use your Tracking Model to create a pie chart displaying the breakdown of effort grades for a form group. Select Student to setup your Tracking Model to display subject data for individual pupils. For example, select Student if you want to use your Tracking Model to create a pie chart displaying an individual pupil's effort grades across a number of subjects or over an academic year. Student Tracking Models are identified by the icon in the Manage Models screen. Model Runtime. Select Live Mode to ensure that your Tracking Model uses up-to-date information each time it runs. Your selection is displayed under in the Run Model screen. Do not change the Model Runtime once you run a Tracking Model. Lock Filters. Select to lock the filters to prevent any display changes in your Tracking Models by 'Read-only' users. September

134 Setting Up The Manage Models Tab ISAMS Tracking Manager User Guide Section Model Style Sheets Explanation Screen Style Sheet. Select an alternative style sheet to apply to your on-screen Tracking Model, if required. Print Style Sheet. Select an alternative style sheet to apply to your printed versions of Tracking Models, if required. 6. Select the Publication tab. Use the check boxes available to select shortcuts to the Tracking Manager Module from the Pupil Profile Module. An example of the Publication tab is shown below: 7. Select the Status tab. Use the check boxes to select the status of the pupils you want to include in your Tracking Model. 134 September 2012

135 Setting Up The Manage Models Tab An example of the Status tab is shown below: 8. Click Save and Close. September

136 Setting Up The Manage Models Tab ISAMS Tracking Manager User Guide Your Tracking Model is displayed in the Manage Models screen. An example is shown below: Copy a Tracking Model You are now ready to start building your Tracking Model by adding pupils to it. See Add Pupils to Your Tracking Model, page 148, for more information. Duplicate an existing Tracking Model. Use this to reproduce individual Tracking Models, containing the same information, for different users. Each user can then adjust the Tracking Models to suit them. To copy a Tracking Model, follow the steps below: 1. In the Manage Models screen, click in the top left of the Manage Models screen to move between levels of Tracking Folders, if required. 2. Open the Tracking Folder containing the Tracking Model you want to copy by either: Double clicking on the Tracking Folder. -or- Right clicking on the Tracking Folder and selecting Open Folder:.. from the menu displayed. 3. Select the Tracking Model you want to copy and either: Click -or- in the top of the Manage Models screen. Right click on your selected Tracking Model and select Copy from the menu displayed. 136 September 2012

137 Setting Up The Manage Models Tab 4. Choose to paste the copied Tracking Model, either: Inside a 'parent' Tracking Folder. -or- Inside a sub folder/'child' Tracking Folder. 5. Click in the top left of the Manage Models screen to locate the Tracking Folder where you want to paste the item. 6. Open the Tracking Folder where you want to paste your copied Tracking Model by either: Double clicking on the Tracking Folder. -or- Right clicking on the Tracking Folder and selecting Open Folder:... from the menu displayed. 7. Click in the top of the Manage Models screen to paste the item into the new location. You are prompted when the Tracking Model has been pasted successfully (it can take several seconds for this prompt to display). 8. Click OK. A copy of your select Tracking Model is displayed in the Manage Models screen. You are now ready to edit the copy of the Tracking Model. See Edit a Tracking Model, page 137, for more information. Select multiple Tracking Models, if required. Hold Ctrl and select the Tracking Models you want to work with. Use and to select or deselect all the Tracking Models displayed, if required. This saves you time if you need to copy all the Tracking Models. Edit a Tracking Model Change the active status or the publication options of the Tracking Model. You can also change the Tracking Model's properties, such as changing the icon used or add a Model Description. To edit a Tracking Model, follow the steps below: 1. In the Manage Models screen, open the Tracking Folder containing the Tracking Model you want to edit by either: Double clicking on the Tracking Folder. -or- Right clicking on the Tracking Folder and selecting Open Folder:.. from the menu displayed. 2. Either: Click on your selected Tracking Model and select Models Sidebar. -or- from the September

138 Setting Up The Manage Models Tab ISAMS Tracking Manager User Guide Right click on your selected Tracking Model and select Properties from the menu displayed. -or- Select from the top of the screen. This is available if you have already chosen to run your Tracking Model. 3. The Edit Model window is displayed. An example is shown below: Edit the sections available in the Properties tab: Section Model Details Model Options Explanation Model Name. Enter a concise and unique name for your Tracking Model. Model Description. Provide a full description of the contents of your Tracking Model, if required (the Model Description is displayed in the Models Sidebar). Model Icon. Use the drop down list to edit the icon for your Tracking Model. Active Model. Select Yes to start using the Tracking Model. Selecting No makes the Tracking Model inactive and you are unable to use it. Inactive Tracking Models are greyed out in the Manage Models screen. 138 September 2012

139 Setting Up The Manage Models Tab 4. Select the Options tab. An example is shown below: Edit the sections available: Section Model Focus Model Style Sheets Explanation Model Focus. You cannot edit the Model Focus. Setup another Tracking Model if you want an alternative Model Focus. Model Runtime. Select Live Mode to ensure that your Tracking Model uses up-to-date information each time it runs. Your selection is displayed under in the Run Model screen. Do not change the Model Runtime once you run a Tracking Model. Lock Filters. Select to lock the filters to prevent any display changes in your Tracking Models by 'Read-only' users. Screen Style Sheet. Select an alternative style sheet to apply to your on-screen Tracking Model, if required. Print Style Sheet. Select an alternative style sheet to apply to your printed versions of Tracking Models, if required. 5. Select the Publications tab. Use the check boxes available to select shortcuts to the Tracking Manager Module from the Pupil Profile Module. September

140 Setting Up The Manage Models Tab ISAMS Tracking Manager User Guide An example of the Publication tab is shown below: 6. Select the Status tab. Use the check boxes to select the status of the pupils you want to include in your Tracking Model 140 September 2012

141 Setting Up The Manage Models Tab An example of the Status tab is shown below: 7. Select the Audit tab to view an audit log for the Tracking Model. The Audit tab is useful for viewing a history of changes made to the Tracking Model. September

142 Setting Up The Manage Models Tab ISAMS Tracking Manager User Guide An example of the Audit tab is shown below: 8. Click Save & Close. Cut and Paste Tracking Models Use this to organise your Tracking Models as required. For example, move Tracking Models from one Tracking Folder to another by cutting them from one location and pasting them into another. To cut and paste Tracking Models, follow the steps below: 1. In the Manage Models screen, click in the top left of the Manage Models screen to move between levels of Tracking Folders, if required. 2. Open the Tracking Folder containing the Tracking Model you want to cut by either: Double clicking on the Tracking Folder. -or- Right clicking on the Tracking Folder and selecting Open Folder:.. from the menu displayed. 3. Select the Tracking Model you want to cut and paste by either: Clicking -or- in the top of the Manage Models screen. 142 September 2012

143 Setting Up The Manage Models Tab Right clicking on your selected Tracking Model and select Cut from the menu displayed. 4. Click in the top left of the Manage Models screen to locate the Tracking Folder where you want to paste the item. 5. Open the Tracking Folder where you want to paste the item by either: Double clicking on the Tracking Folder. -or- Right clicking on the Tracking Folder and select Open Folder:.. from the menu displayed. 6. Click in the top of the Manage Models screen to paste the item in the open Tracking Folder. You are prompted when the Tracking Model has been pasted successfully (it can take several seconds for this prompt to display). 7. Click OK. The Tracking Model is displayed in the Manage Models screen. Select multiple Tracking Models, if required. Hold Ctrl and select the Tracking Models you want to work with. Use and to select or deselect all the Tracking Models displayed, if required. This saves you time if you need to copy all the Tracking Models. Delete a Tracking Model Remove a Tracking Folder which is no longer required. No copy of kept of the Tracking Model once it is deleted. To delete a Tracking Model, follow the steps below: 1. In the Manage Models screen, open the Tracking Folder containing the Tracking Model you want to delete by either: Double clicking on the Tracking Folder. -or- Right clicking on the Tracking Folder and selecting Open Folder:.. from the menu displayed. 2. Either: Click on your selected Tracking Model and select Models Sidebar. -or- from the Right click on your selected Tracking Model and select Delete Model from the menu displayed (this is only available for active Tracking Models). You are prompted Are you sure you want to delete this model? 3. Select Yes. The Tracking Model is removed from the Tracking Manager Module. September

144 Setting Up The Manage Models Tab ISAMS Tracking Manager User Guide Arrange Tracking Models Change the order that Tracking Models are displayed in the Manage Models screen. You may prefer to display your Tracking Models in chronological order. To arrange your Tracking Models, follow the steps below: 1. In the Manage Models screen, select the Tracking Folder containing the Tracking Models you want to arrange. 2. Either: Click -or- from the Models Sidebar. Right click on your selected Tracking Model and select Arrange Folders from the menu displayed. The Arrange Models window is displayed. An example is shown below: 3. Select a Tracking Model and use the arrows available to move it up or down the list. 4. Click Save & Close. The Tracking Models are now displayed throughout the Tracking Manager Module in the revised order. 144 September 2012

145 Run Your Tracking Model Chapter 3: Run Your Tracking Model September

146 Run Your Tracking Model ISAMS Tracking Manager User Guide Run Your Tracking Model Enter the pupils and Dataset Elements you want to track in your Tracking Model. The Run Model screens vary according to whether you have chosen to create a model focused on individual pupils (Student Tracking Model) or groups of pupils (Cohort Tracking Model). You can also choose to launch multiple Tracking Models, each in a new window. This is useful for comparing Tracking Models. An example of a Student Tracking Model is shown below: 146 September 2012

147 Run Your Tracking Model An example of a Cohort Tracking Model is shown below: Use the features available to run your Tracking Model: First add the pupils you want to track. See Add Pupils to Your Tracking Model, page 148, for more information. Add Dataset Elements to your Tracking Model to suit you. Dataset Elements are reports, markbooks and exam results from other isams modules. You can also choose to add a Dataset Element from an external source, such as an Excel spreadsheet of exam results. Setup Calculated Columns. Make calculations, such as average grades from the Datasets Elements you add to your Tracking Model. See Create a Calculated Column, page 191, for more information. Create Model Charts, such as pie charts, from the information in your Tracking Model. See Create Model Charts, page 184, for more information. Download, copy or print your Tracking Model. This is useful if you want to present your Tracking Model in an Excel spreadsheet. See Copy, Download or Print a Tracking Model, page 193, for more information. September

148 Run Your Tracking Model ISAMS Tracking Manager User Guide Use right click menus in each column of your Tracking Model to save time. This is useful when editing details in your Tracking Model. Add Pupils to Your Tracking Model To start using your Tracking Model, you must allocate pupils to it. Select the pupils that you want to track and choose the Pupil Characteristics displayed to suit you. For example, select to track a form group and display pupils by their preferred name. The buttons and screen displayed differ according to whether you are running a Cohort Tracking Model (to view results for a group of students) or a Student Tracking Model (to view results for individual students). To add pupils to your Tracking Model, follow the steps below: 1. In the Manage Models screen, open the Tracking Folder containing the Tracking Model you want to use by either: Double clicking on the Tracking Folder. -or- Right clicking on the Tracking Folder and selecting Open Folder:.. from the menu displayed. 2. Open the Tracking Model by either: Double clicking on your selected Tracking Model. -or- Right clicking in your selected Tracking Model and selecting Run Model from the menu displayed. -or- Select the Tracking Model and click. This option opens the Tracking Model in new window. You can have multiple Tracking Models open at the same time, if required. 148 September 2012

149 Run Your Tracking Model The Run Model screen is displayed. An example is shown below: 3. Click Model Filters and use the filters displayed to select pupils for your Tracking Model. An example is shown below: 4. Add characteristic fields for your pupils, for example name and gender. Either: Click. This button is only available when running a Cohort Tracking Model. You can edit these fields later, if required. You are prompted Are you sure you want to add the default characteristics for this model? Select Yes. -or- Click. Use this when running a Student Tracking Model. See Add Pupil Characteristics, page 198, for more information. September

150 Run Your Tracking Model ISAMS Tracking Manager User Guide The pupils you select for your Tracking Model are displayed in the Run Model screen. An example is shown below: Add a Reporting Dataset Stage 2: Add Reporting Data You can now start to add Dataset Elements to your Tracking Model. Use Stage 2 of the Element Wizard to select the Reporting Datasets you want to include in your Tracking Model. 150 September 2012

151 Run Your Tracking Model An example of Stage 2 of the Element Wizard is shown below: 1. Complete the fields in the Reporting Elements section. Your selections influence the list of Reporting Datasets to choose from for your Tracking Model: Field Reports Cycle Reports Subject Report Template Objects Reports Status Explanation Select the Reports Cycle that you want to monitor in your Tracking Model. Click and hold Ctrl to make multiple selections. Reports Cycle are only displayed if report data is available for the Report Template Objects and Reports Status selected. Select the subject that you want to monitor in your Tracking Model. Click and hold Ctrl to make multiple selections. Report Subjects are only displayed if report data is available for the Report Template Objects and Reports Status selected. Use the check boxes to select the reports that you want to include in your Tracking Model. A message is displayed in the list of Reporting Datasets if your selections are not available. Ensure this box is checked to display all the complete Reporting Datasets available. 2. Use to select the Reporting Datasets you want to display, if required. This is useful if you have a high volume of data on display. 3. Click in a Reporting Dataset to view the data it contains, if required. September

152 Run Your Tracking Model ISAMS Tracking Manager User Guide An example of the View Results window is shown below: 4. Select the Reporting Datasets that you want to include in your Tracking Model. Add Reporting Datasets one at a time if you are running a Student Tracking Model. Adding multiple Reporting Datasets at the same time in a Student Tracking Model creates cells containing multiple values. Either: Click -or- in the View Results window. Use the check boxes on the left of each Reporting Dataset listed in the Element Wizard. -or- Select all of the reports listed by checking the box available in the header row displayed. 5. Select to split reports by teacher, if required. This separates reports by different teachers of the same subject. This option is only available for Cohort Tracking Models. 6. Click Next to display Stage 3 of the Element Wizard. See Stage 3-4: Add Reporting Data, page 153, for more information. Stage 1: Add Reporting Data Reporting Datasets pull in data from the Reports Manager Module, the Reports Wizard Module and the Online Assessment System Module. The Element Wizard guides you through the procedures required to add Reporting Datasets. The buttons and screens displayed in the Element Wizard vary slightly according to whether you are running a Cohort Tracking Model (to view results for a group of students) or a Student Tracking Model (to view results for individual students). 152 September 2012

153 Run Your Tracking Model To add a Reporting Dataset to your Tracking Model, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Either: Select from the Add & Create Datasets menu in the Models Sidebar. This takes you straight to Stage 2 of the Element Wizard. -or- Use down list. -or- and select Add Dataset Element from the drop Click in the Models Sidebar. Stage 1 of the Element Wizard is displayed. An example is shown below: 4. Select Reporting Data and click Next to go to Stage 2 of the Element Wizard. See Stage 2: Add Reporting Data, page 150, for more information. Stage 3-4: Add Reporting Data You can only select one type of Dataset Element at a time, choose to add more types of Dataset Elements later if required. Use Stage 3 of the Element Wizard to adjust the details of the columns displaying Reporting Datasets. Your selections influence the display of Reporting Dataset columns in your Tracking Model. Default settings are in place for your Reporting Datasets columns and adjusting the details is optional. September

154 Run Your Tracking Model ISAMS Tracking Manager User Guide Choose to skip Stage 3 of the Element Wizard to leave the default settings unchanged when you are running Cohort Tracking Models. An example of Stage 3 of the Element Wizard is shown below: 1. Either: For Cohort Tracking Models, click on the name of a Reporting Dataset to adjust the column details. Each Reporting Dataset you select in Stage 2 of the Element Wizard is displayed in the top of the window. Your selected Reporting Dataset is highlighted green: -or- For Student Tracking Models, select a Grouping Option for the Reporting Dataset: Select an existing group option and choose an existing column from your Tracking Model. The Reporting Dataset is listed in the column you select. If the Reporting Dataset refers to a new subject an additional row is created in your Tracking Model. Click Next and Finish to display your Tracking Model. Select a new grouping option to create a new column in your Tracking Model. The Reporting Dataset is listed in the column you create. If the Reporting Dataset refers to a new subject an additional row is created in your Tracking Model. 154 September 2012

155 Run Your Tracking Model 2. Select the Column Display tab and alter the sections displayed, if required: Section Characteristic Properties Characteristic Options Explanation Element Name. Change the name used to describe the Reporting Dataset column. Ensure that it is still easily identifiable. Element Code. Change the code used to identify the Reporting Dataset column. Use a more concise term if required, this is displayed in your Tracking Model. Element Active. Select Yes to start using the Reporting Dataset column. Active Reporting Dataset columns are identified by the icon in the Manage Dataset Elements window. Selecting No makes the Reporting Dataset column inactive and you are unable to use it. Hidden Element. Choose to hide the Reporting Dataset column if you do not want it to display in your Tracking Model. Your selection influences the display of the Reporting Dataset column only. The data in a hidden Reporting Dataset column is still active. Visible Reporting Datasets columns are identified by the icon in the Manage Dataset Elements window. Element Sorting. Select an appropriate method of sorting the results displayed in the Reporting Dataset column. For example, for numerical effort grades choose to sort by number. Use if you need to add a new Sorting Object. See Using the Sorting Wizard, page 28, for more information on creating a new Sorting Object. Element Style. Select a style to apply to the results displayed. For example, apply a style for effort grades which colour codes effort grades according to their value. This makes your Tracking Model easier to read 'at-a-glance'. Use if you need to add a new Tracking Style. See Stage 1: Style Wizard, page 22, for more information on creating a new Tracking Style. September

156 Run Your Tracking Model ISAMS Tracking Manager User Guide 3. Select the Column Adjustments tab and alter the sections displayed, if required: Section Column Adjustments Column Format Column Values Explanation Select either: Gradeset Column. Select to apply a Gradeset Object, where appropriate, to translate varying numerical values into easily identifiable grades. For example, translate percentage score exam results into grades A-E. Use this to display common values in the columns of your Tracking Model, making it easier to read 'at-a-glance'. Use if you need to add a new Gradeset Object. See Using the Gradeset Wizard, page 31, for more information on creating a new Gradeset Object. -or- Transpose Column. Select to apply a Transpose Object, where appropriate, to change the format of the values displayed. For example, transpose numerical effort grades into grades A-E. Use this to display common values in the columns of your Tracking Model, making it easier to read 'ata-glance'. Use if you need to add a new Transpose Object. See Using the Transpose Wizard, page 34, for more information on creating a new Transpose Object. Select the type of data you are displaying, for example text data or numerical data. Adjust the decimal places, if applicable. Add a Column Prefix or Column Suffix, where appropriate. For example, use this to display '%' in percentage score exam results to clarify the data displayed in your Tracking Model. 4. Select the Column Options tab. Use the check boxes to display statistics for the Reporting Dataset column in your Tracking Model. This provides useful 'at-aglance' statistics. 5. Continue to work through all the Reporting Datasets you have selected for your Tracking Model. Click on the name of each Reporting Dataset at the top of the window. Work through the tabs available to adjust the details, where required. 6. Click Next once you have completed the adjustments for all your Reporting Datasets. A window is displayed prompting you that the Element Wizard is complete. 7. Click Finish to display your Tracking Model. 8. Click. 156 September 2012

157 Run Your Tracking Model Your Reporting Datasets are listed in the columns of your Tracking Model. An example is shown below: Add a Mark Book Dataset Stage 1: Add Mark Book Data You are now ready to add more Dataset Elements, as required. Mark Book Datasets pull in data from the Markbooks Module. The Element Wizard guides you through the procedures required to add Mark Book Datasets. The buttons and screens displayed in the Element Wizard vary slightly according to whether you are running a Cohort Tracking Model (to view results for a group of students) or a Student Tracking Model (to view results for individual students). To add a Mark Book Dataset to your Tracking Model, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. September

158 Run Your Tracking Model ISAMS Tracking Manager User Guide 3. Either: Select from the Add & Create Datasets menu in the Models Sidebar. This takes you to straight to Stage 2 of the Element Wizard. -or- Use down list. -or- and select Add Dataset Element from the drop Click in the Models Sidebar. Stage 1 of the Element Wizard is displayed. An example is shown below: 4. Select Mark Book Data and click Next to go to Stage 2 of the Element Wizard. See Stage 2: Add Mark Book Data, page 158, for more information. You can only select one type of Dataset Element at a time, choose to add more types of Dataset Elements later if required. 158 September 2012

159 Run Your Tracking Model Stage 2: Add Mark Book Data Use Stage 2 of the Element Wizard to select the Mark Book Datasets you want to include in your Tracking Model. An example of the Stage 2 of the Element Wizard is shown below: 1. Complete the fields in the Mark Book Elements section to display a list of Mark Book Datasets: Field Mark Book Teachers Mark Books Mark Book Types Mark Book Test Types Explanation Select the teacher whose Mark Books you want to monitor in your Tracking Model. Only teachers who have generated Mark Books are displayed. Select the Mark Books that you want to include in your Tracking Model. Click and hold Ctrl to make multiple selections. Mark Books are only displayed if mark book data is available for the Mark Book Types and Test Types selected. Use the check boxes to select the Mark Books that you want to include in your Tracking Model. A message is displayed in the list of Mark Book Datasets if your selections are not available. 2. Click in a Mark Book Dataset to view the data it contains, if required. September

160 Run Your Tracking Model ISAMS Tracking Manager User Guide An example of the View Results window is shown below: 3. Select the Mark Book Datasets that you want to include in your Tracking Model. Add Mark Book Datasets one at a time if you are running a Student Tracking Model. Adding multiple Reporting Datasets at the same time in a Student Tracking Model creates cells containing multiple values. Either: Click -or- in the View Results window. Use the check boxes on the left of each Mark Book Dataset listed in the Element Wizard. -or- Select all of the Mark Books Datasets listed by checking the box available in the header row displayed. 4. Select to split reports by teacher, if required. This separates reports by different teachers of the same subject. This option is only available for Cohort Tracking Models. 5. Click Next to display Stage 3 of the Element Wizard. See Stage 3-4: Add Mark Book Data, page 160, for more information. Stage 3-4: Add Mark Book Data Use Stage 3 of the Element Wizard to adjust the details of the columns displaying Mark Book Datasets. Your selections influence the display of Mark Book Dataset columns in your Tracking Model. Default settings are in place for your Markbook Datasets, adjusting the details is optional. Choose to skip Stage 3 of the Element Wizard to leave the default settings unchanged when you are running Cohort Tracking Models. 160 September 2012

161 Run Your Tracking Model An example of Stage 3 of the Element Wizard is shown below: Each Mark Book Dataset you select in Stage 2 of the Element Wizard is displayed in the top of the window. 1. Either: For Cohort Tracking Models, click on the name of a Mark Book Dataset to adjust the column details. Each Mark Book Dataset you select in Stage 2 of the Element Wizard is displayed in the top of the window. Your selected Mark Book Dataset is highlighted green: -or- For Student Tracking Models, select a Grouping Option for the Mark Book Dataset: Select an existing group option and choose an existing column from your Tracking Model. The Mark Book Dataset is listed in the column you select. If the Mark Book Dataset refers to a new subject an additional row is created in your Tracking Model. Click Next and Finish to display your Tracking Model. Select a new grouping option to create a new column in your Tracking Model. The Mark Book Dataset is listed in the column you create. If the Mark Book Dataset refers to a new subject an additional row is created in your Tracking Model. September

162 Run Your Tracking Model ISAMS Tracking Manager User Guide 2. Select the Column Display tab and alter the sections displayed, if required: Section Characteristic Properties Characteristic Options Explanation Element Name. Change the name used to describe the Mark Book Dataset column. Ensure that it is still easily identifiable. Element Code. Change the code used to identify the Mark Book Dataset column. Use a more concise term if required, this is displayed in your Tracking Model. Element Active. Select Yes to start using the Mark Book Dataset column. Active Mark Book Dataset columns are identified by the icon in the Manage Dataset Elements window. Selecting No makes the Mark Book Dataset column inactive and you are unable to use it. Hidden Element. Choose to hide the Mark Book Dataset column if you do not want it to display in your Tracking Model. Your selection influences the display of the Mark Book Dataset column only. The data in a hidden Mark Book Dataset column is still active. Visible Mark Book Datasets columns are identified by the icon in the Manage Dataset Elements window. Element Sorting. Select an appropriate method of sorting the results displayed in the Mark Book Dataset column. For example, for numerical effort grades choose to sort by number. Use if you need to add a new Sorting Object. See Using the Sorting Wizard, page 28, for more information on creating a new Sorting Object. Element Style. Select a style to apply to the results displayed. For example, apply a style for effort grades which colour codes effort grades according to their value. This makes your Tracking Model easier to read 'at-a-glance'. Use if you need to add a new Tracking Style. See Stage 1: Style Wizard, page 22, for more information on creating a new Tracking Style. 162 September 2012

163 Run Your Tracking Model 3. Select the Column Adjustments tab and alter the sections displayed, if required: Section Column Adjustments Column Format Column Values Explanation Select either: Gradeset Column. Select to apply a Gradeset Object, where appropriate, to translate varying numerical values into easily identifiable grades. For example, translate percentage score exam results into grades A-E. Use this to display common values in the columns of your Tracking Model, making it easier to read 'at-a-glance'. Use if you need to add a new Gradeset Object. See Using the Gradeset Wizard, page 31, for more information on creating a new Gradeset Object. -or- Transpose Column. Select to apply a Transpose Object, where appropriate, to change the format of the values displayed. For example, transpose numerical effort grades into grades A-E. Use this to display common values in the columns of your Tracking Model, making it easier to read 'ata-glance'. Use if you need to add a new Transpose Object. See Using the Transpose Wizard, page 34, for more information on creating a new Transpose Object. Select the type of data you are displaying, for example text data or numerical data. Adjust the decimal places, if applicable. Add a Column Prefix or Column Suffix, where appropriate. For example, use this to display '%' in percentage score exam results to clarify the data displayed in your Tracking Model. 4. Select the Column Options tab. Use the check boxes to display statistics for the Mark Book Dataset column in your Tracking Model. This provides useful 'at-aglance' statistics. 5. Continue to work through all the Mark Book Datasets you have selected for your Tracking Model. Click on the name of each Mark Book Dataset at the top of the window. Work through the tabs available to adjust the column details, where required. 6. Click Next once you have completed the adjustments for all your Mark Book Datasets. A window is displayed prompting you that the Element Wizard is complete. 7. Click Finish to display your Tracking Model. 8. Click. September

164 Run Your Tracking Model ISAMS Tracking Manager User Guide Your Mark Book Datasets are listed in the columns of your Tracking Model. An example is shown below: You are now ready to add more Dataset Elements, as required. Add an External Exam Dataset Stage 1: Add External Exam Data External Exam Datasets pull in data from the Exams Manager Module. The Element Wizard guides you through the procedures required to add External Exam Datasets. The buttons and screens displayed in the Element Wizard vary slightly according to whether you are running a Cohort Tracking Model (to view results for a groups of students) or a Student Tracking Model (to view results for individual students). To add an External Exam Dataset to your Tracking Model, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 164 September 2012

165 Run Your Tracking Model 3. Either: Select from the Add & Create Datasets menu in the Models Sidebar. This takes you to straight to Stage 2 of the Element Wizard. -or- Use down list. -or- and select Add Dataset Element from the drop Click in the Models Sidebar. Stage 1 of the Element Wizard is displayed. An example is shown below: 4. Select External Exams Data and click Next to go to Stage 2 of the Element Wizard. See Stage 2: Add External Exam Data, page 165, for more information. You can only select one type of Dataset Element at a time, choose to add more types of Dataset Elements later if required. September

166 Run Your Tracking Model ISAMS Tracking Manager User Guide Stage 2: Add External Exam Data Use Stage 2 of the Element Wizard to select the External Exam Datasets you want to include in your Tracking Model. An example of the Stage 2 of the Element Wizard is shown below: 1. Complete the fields in the External Exam Elements section to display a list of External Exam Datasets: Field External Exam Cycle External Exam Subject External Exam Objects Exam Result Objects Explanation Select the External Exam Cycle that you want to monitor in your Tracking Model. Click and hold Ctrl to make multiple selections. External Exam Cycles are only displayed if exam data is available for the External Exam Objects and Exam Result Objects selected. Select the exam subject that you want to monitor in your Tracking Model. Click and hold Ctrl to make multiple selections. External Exam Subjects are only displayed if exam data is available for the External Exam Objects and Exam Result Objects selected. Use the check boxes to select the exam data that you want to include in your Tracking Model. A message is displayed in the list of External Exam Datasets if your selections are not available. 166 September 2012

167 Run Your Tracking Model 2. Click in an External Exam Dataset to view the data it contains, if required. An example of the View Results window is shown below: 4. Select the External Exam Datasets that you want to include in your Tracking Model. Add External Exam Datasets one at a time if you are running a Student Tracking Model. Adding multiple External Exam Datasets at the same time in a Student Tracking Model creates cells containing multiple values. Either: Click -or- in the View Results window. Use the check boxes on the left of each External Exam Dataset listed in the Element Wizard. 5. Click Next to display Stage 3 of the Element Wizard. See Stage 3-4: Add External Exam Data, page 167, for more information. Stage 3-4: Add External Exam Data Use Stage 3 of the Element Wizard to adjust the details of the columns displaying External Exam Datasets. Your selections influence the display of External Exam Dataset columns in your Tracking Model. Default settings are in place for your External Exam Dataset columns, adjusting the details is optional. Choose to skip Stage 3 of the Element Wizard to leave the default settings unchanged when you are running Cohort Tracking Models. September

168 Run Your Tracking Model ISAMS Tracking Manager User Guide An example of Stage 3 of the Element Wizard is shown below: Each External Exam Dataset you select in Stage 2 of the Element Wizard is displayed in the top of the window. 1. Either: For Cohort Tracking Models, click on the name of an External Exam Dataset to adjust the column details. Each External Exam Dataset you select in Stage 2 of the Element Wizard is displayed in the top of the window. Your selected External Exam Dataset is highlighted green: -or- For Student Tracking Models, select a Grouping Option for the External Exam Dataset: Select an existing group option and choose an existing column from your Tracking Model. The External Exam Dataset is listed in the column you select. If the External Exam Dataset refers to a new subject an additional row is created in your Tracking Model. Click Next and Finish to display your Tracking Model. Select a new grouping option to create a new column in your Tracking Model. The External Exam Dataset is listed in the column you create. If the External Exam Dataset refers to a new subject an additional row is created in your Tracking Model. 168 September 2012

169 Run Your Tracking Model 2. Select the Column Display tab and alter the sections displayed, if required: Section Characteristic Properties Characteristic Options Explanation Element Name. Change the name used to describe the External Exam Dataset column. Ensure that it is still easily identifiable. Element Code. Change the code used to identify the External Exam Dataset column. Use a more concise term if required, this is displayed in your Tracking Model. Element Active. Select Yes to start using the External Exam Dataset column. Active External Exam Datasets columns are identified by the icon in the Manage Dataset Elements window. Selecting No makes the External Exam Dataset column inactive and you are unable to use it. Hidden Element. Choose to hide the External Exam Dataset column if you do not want it to display in your Tracking Model. Your selection influences the display of the External Exam Dataset column only. The data in a hidden External Exam Dataset column is still active. Visible External Exam Dataset columns are identified by the icon in the Manage Dataset Elements window. Element Sorting. Select an appropriate method of sorting the results displayed in the External Exam Dataset column. For example, for numerical effort grades choose to sort by number. Use if you need to add a new Sorting Object. See Using the Sorting Wizard, page 28, for more information on creating a new Sorting Object. Element Style. Select a style to apply to the results displayed. For example, apply a style for effort grades which colour codes effort grades according to their value. This makes your Tracking Model easier to read 'at-a-glance'. Use if you need to add a new Tracking Style. See Stage 1: Style Wizard, page 22, for more information on creating a new Tracking Style. September

170 Run Your Tracking Model ISAMS Tracking Manager User Guide 3. Select the Column Adjustments tab and alter the sections displayed, if required: Section Column Adjustments Column Format Column Values Explanation Select either: Gradeset Column. Select to apply a Gradeset Object, where appropriate, to translate varying numerical values into easily identifiable grades. For example, translate percentage score exam results into grades A-E. Use this to display common values in the columns of your Tracking Model, making it easier to read 'at-a-glance'. Use if you need to add a new Gradeset Object. See Using the Gradeset Wizard, page 31, for more information on creating a new Gradeset Object. -or- Transpose Column. Select to apply a Transpose Object, where appropriate, to change the format of the values displayed. For example, transpose numerical effort grades into grades A-E. Use this to display common values in the columns of your Tracking Model, making it easier to read 'ata-glance'. Use if you need to add a new Transpose Object. See Using the Transpose Wizard, page 34, for more information on creating a new Transpose Object. Select the type of data you are displaying, for example text data or numerical data. Adjust the decimal places, if applicable. Add a Column Prefix or Column Suffix, where appropriate. For example, use this to display '%' in percentage score exam results to clarify the data displayed in your Tracking Model. 4. Select the Column Options tab. Use the check boxes to display statistics for the External Exam Dataset column. This provides useful 'at-a-glance' statistics. 5. Continue to work through all the External Exam Datasets you have selected for your Tracking Model. Click on the name of each External Exam Dataset at the top of the window. Work through the tabs available to adjust the column details, where required. 6. Click Next once you have completed your adjustments for all your External Exam Datasets. A window is displayed prompting you that the Element Wizard is complete. 7. Click Finish to display your Tracking Model. 8. Click. 170 September 2012

171 Run Your Tracking Model Your External Exam Datasets are listed in the columns of your Tracking Model. An example is shown below: You are now ready to add more Dataset Elements, as required. Add an Internal Exam Dataset Stage 1: Add Internal Exam Data Internal Exam Datasets pull in data from the Internal Exams Manager Module. The Element Wizard guides you through the procedures required to add Internal Exam Datasets. The buttons and screens displayed in the Element Wizard vary slightly according to whether you are running a Cohort Tracking Model (to view results for a group of students) or a Student Tracking Model (to view results for individual students). To add an Internal Exam Dataset to your Tracking Model, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. September

172 Run Your Tracking Model ISAMS Tracking Manager User Guide 3. Either: Select from the Add & Create Datasets menu in the Models Sidebar. This takes you straight to Stage 2 of the Element Wizard. -or- Use down list. -or- and select Add Dataset Element from the drop Click in the Models Sidebar. Stage 1 of the Element Wizard is displayed. An example is shown below: 4. Select Internal Exam Data and click Next to go to Stage 2 of the Element Wizard. See Stage 2: Add Internal Exam Data, page 172, for more information. You can only select one type of Dataset Element at a time, choose to add more types of Dataset Elements later if required. 172 September 2012

173 Run Your Tracking Model Stage 2: Add Internal Exam Data Use Stage 2 of the Element Wizard to select the Internal Exam Datasets you want to include in your Tracking Model. An example of the Stage 2 of the Element Wizard is shown below: 1. Complete the fields in the Internal Exam Elements section to display a list of Internal Exam Datasets: Field Internal Exam Cycle Internal Exam Subject Internal Exam Objects Explanation Select the Internal Exam Cycle that you want to monitor in your Tracking Model. Click and hold Ctrl to make multiple selections. Internal Exam Cycles are only displayed if exam data is available for the Internal Exam Objects selected. Select the exam subject that you want to monitor in your Tracking Model. Click and hold Ctrl to make multiple selections. Internal Exam Subjects are only displayed if exam data is available for the Internal Exam Objects selected. Use the check boxes to select the exam data that you want to include in your Tracking Model. A message is displayed in the list of Internal Exam Datasets if your selections are not available. September

174 Run Your Tracking Model ISAMS Tracking Manager User Guide 2. Use to select the Internal Exam Datasets you want to display, if required. This is useful if you have a high volume of data on display. 3. Click in an Internal Exam Dataset to view the data it contains, if required. An example of the View Results window is shown below: 4. Select the Internal Exam Datasets that you want to include in your Tracking Model. Add Internal Exam Datasets one at a time if you are running a Student Tracking Model. Adding multiple Internal Exam Datasets at the same time in a Student Tracking Model creates cells containing multiple values. Either: Click -or- in the View Results window. Use the check boxes on the left of each Internal Exam Dataset listed in the Element Wizard. -or- Select all of the Internal Exam Datasets listed by checking the box available in the header row displayed. 5. Click Next to display Stage 3 of the Element Wizard. See Stage 3-4: Add Internal Exam Data, page 174, for more information. Stage 3-4: Add Internal Exam Data Use Stage 3 of the Element Wizard to adjust the details of the columns displaying Internal Exam Datasets. Your selections influence the display of Internal Exam Dataset columns in your Tracking Model. Default settings are in place for your Internal Exam Dataset columns, adjusting the details is optional. 174 September 2012

175 Run Your Tracking Model Choose to skip Stage 3 of the Element Wizard to leave the default settings unchanged when you are running Cohort Tracking Models. An example of Stage 3 of the Element Wizard is shown below: Each Internal Exam Dataset you select in Stage 2 of the Element Wizard is displayed in the top of the window. 1. Either: For Cohort Tracking Models, click on the name of an Internal Exam Dataset to adjust the column details. Each Internal Exam Dataset you select in Stage 2 of the Element Wizard is displayed in the top of the window. Your selected Internal Exam Dataset is highlighted green: -or- For Student Tracking Models, select a Grouping Option for the Internal Exam Dataset: Select an existing group option and choose an existing column from your Tracking Model. The Internal Exam Dataset is listed in the column you select. If the Internal Exam Dataset refers to a new subject an additional row is created in your Tracking Model. Click Next and Finish to display your Tracking Model. Select a new grouping option to create a new column in your Tracking Model. The Internal Exam Dataset is listed in the column you create. If the Internal Exam Dataset refers to a new subject an additional row is created in your Tracking Model. September

176 Run Your Tracking Model ISAMS Tracking Manager User Guide 2. Select the Column Display tab and alter the sections displayed, if required: Section Characteristic Properties Characteristic Options Explanation Element Name. Change the name used to describe the Internal Exam Dataset column. Ensure that it is still easily identifiable. Element Code. Change the code used to identify the Internal Exam Dataset column. Use a more concise term if required, this is displayed in your Tracking Model. Element Active. Select Yes to start using the Internal Exam Dataset column. Active Internal Exam Datasets columns are identified by the icon in the Manage Dataset Elements window. Selecting No makes the Internal Exam Dataset column inactive and you are unable to use it. Hidden Element. Choose to hide the Internal Exam Dataset column if you do not want it to display in your Tracking Model. Your selection influences the display of the Internal Exam Dataset column only. The data in a hidden Internal Exam Dataset column is still active. Visible Internal Exam Dataset columns are identified by the icon in the Manage Dataset Elements window. Element Sorting. Select an appropriate method of sorting the results displayed in the Internal Exam Dataset column. For example, for numerical effort grades choose to sort by number. Use if you need to add a new Sorting Object. See Using the Sorting Wizard, page 28, for more information on creating a new Sorting Object. Element Style. Select a style to apply to the results displayed. For example, apply a style for effort grades which colour codes effort grades according to their value. This makes your Tracking Model easier to read 'at-a-glance'. Use if you need to add a new Tracking Style. See Stage 1: Style Wizard, page 22, for more information on creating a new Tracking Style. 176 September 2012

177 Run Your Tracking Model 3. Select the Column Adjustments tab and alter the sections displayed, if required: Section Column Adjustments Column Format Column Values Explanation Select either: Gradeset Column. Select to apply a Gradeset Object, where appropriate, to translate varying numerical values into easily identifiable grades. For example, translate percentage score exam results into grades A-E. Use this to display common values in the columns of your Tracking Model, making it easier to read 'at-a-glance'. Use if you need to add a new Gradeset Object. See Using the Gradeset Wizard, page 31, for more information on creating a new Gradeset Object. -or- Transpose Column. Select to apply a Transpose Object, where appropriate, to change the format of the values displayed. For example, transpose numerical effort grades into grades A-E. Use this to display common values in the columns of your Tracking Model, making it easier to read 'ata-glance'. Use if you need to add a new Transpose Object. See Using the Transpose Wizard, page 34, for more information on creating a new Transpose Object. Select the type of data you are displaying, for example text data or numerical data. Adjust the decimal places, if applicable. Add a Column Prefix or Column Suffix, where appropriate. For example, use this to display '%' in percentage score exam results to clarify the data displayed in your Tracking Model. 4. Select the Column Options tab. Use the check boxes to display statistics for the Internal Exam Dataset column. This provides useful 'at-a-glance' statistics. 5. Continue to work through all the Internal Exam Datasets you have selected for your Tracking Model. Click on the name of each Internal Exam Dataset at the top of the window. Work through the tabs available to adjust the column details, where required. 6. Click Next once you have completed your adjustments for all your Internal Exam Datasets. A window is displayed prompting you that the Element Wizard is complete. 7. Click Finish to display your Tracking Model. 8. Click. September

178 Run Your Tracking Model ISAMS Tracking Manager User Guide Your Internal Exam Datasets are listed in the columns of your Tracking Model. An example is shown below: You are now ready to add more Dataset Elements, as required. 178 September 2012

179 Run Your Tracking Model Add an External Dataset Stage 2: Add External Data Use Stage 2 of the Element Wizard to select the External Datasets you want to include in your Tracking Model. An example of the Stage 2 of the Element Wizard is shown below: 1. Complete the fields in the External Data Elements section to display a list of External Datasets: Field External Data Import External Data Subject Explanation Select the external data that you want to monitor in your Tracking Model. Click and hold Ctrl to make multiple selections. Select the subject that you want to monitor in your Tracking Model. Click and hold Ctrl to make multiple selections. 2. Use to select the External Datasets you want to display, if required. This is useful if you have a high volume of data on display. 3. Click in an External Dataset to view the data it contains, if required. September

180 Run Your Tracking Model ISAMS Tracking Manager User Guide An example of the View Results window is shown below: 4. Select the External Datasets that you want to include in your Tracking Model. Add External Datasets one at a time if you are running a Student Tracking Model. Adding multiple External Datasets at the same time in a Student Tracking Model creates cells containing multiple values. Either: Click -or- in the View Results window. Use the check boxes on the left of each External Dataset listed in the Element Wizard. -or- Select all of the External Datasets listed by checking the box available in the header row displayed. 5. Click Next to display Stage 3 of the Element Wizard. See Stage 3-4: Add External Data, page 180, for more information. Stage 3-4: Add External Data Use Stage 3 of the Element Wizard to adjust the details of the columns displaying External Datasets. Your selections influence the display of External Datasets columns in your Tracking Model. Default settings are in place for your External Datasets columns, adjusting the details is optional. Choose to skip Stage 3 of the Element Wizard to leave the default settings unchanged when you are running Cohort Tracking Models. 180 September 2012

181 Run Your Tracking Model An example of Stage 3 of the Element Wizard is shown below: Each External Dataset you select in Stage 2 of the Element Wizard is displayed in the top of the window. 1. Either: For Cohort Tracking Models, click on the name of a External Dataset to adjust the column details. Each External Dataset you select in Stage 2 of the Element Wizard is displayed in the top of the window. Your selected External Dataset is highlighted green: -or- For Student Tracking Models, select a Grouping Option for the External Dataset: Select an existing group option and choose an existing column from your Tracking Model. The External Dataset is listed in the column you select. If the External Dataset refers to a new subject an additional row is created in your Tracking Model. Click Next and Finish to display your Tracking Model. Select a new grouping option to create a new column in your Tracking Model. The External Dataset is listed in the column you create. If the External Dataset refers to a new subject an additional row is created in your Tracking Model. September

182 Run Your Tracking Model ISAMS Tracking Manager User Guide 2. Select the Column Display tab and alter the sections displayed, if required: Section Characteristic Properties Characteristic Options Explanation Element Name. Change the name used to describe the External Dataset column. Ensure that it is still easily identifiable. Element Code. Change the code used to identify the External Dataset column. Use a more concise term if required, this is displayed in your Tracking Model. Element Active. Select Yes to start using the External Dataset column. Active External Datasets columns are identified by the icon in the Manage Dataset Elements window. Selecting No makes the External Dataset column inactive and you are unable to use it. Hidden Element. Choose to hide the External Dataset column if you do not want it to display in your Tracking Model. Your selection influences the display of the External Dataset column only. The data in a hidden External Dataset column is still active. Visible External Dataset columns are identified by the icon in the Manage Dataset Elements window. Element Sorting. Select an appropriate method of sorting the results displayed in the External Dataset column. For example, for numerical effort grades choose to sort by number. Use if you need to add a new Sorting Object. See Using the Sorting Wizard, page 28, for more information on creating a new Sorting Object. Element Style. Select a style to apply to the results displayed. For example, apply a style for effort grades which colour codes effort grades according to their value. This makes your Tracking Model easier to read 'at-a-glance'. Use if you need to add a new Tracking Style. See Stage 1: Style Wizard, page 22, for more information on creating a new Tracking Style. 182 September 2012

183 Run Your Tracking Model 3. Select the Column Adjustments tab and alter the sections displayed, if required: Section Column Adjustments Column Format Column Values Explanation Select either: Gradeset Column. Select to apply a Gradeset Object, where appropriate, to translate varying numerical values into easily identifiable grades. For example, translate percentage score exam results into grades A-E. Use this to display common values in the columns of your Tracking Model, making it easier to read 'at-a-glance'. Use if you need to add a new Gradeset Object. See Using the Gradeset Wizard, page 31, for more information on creating a new Gradeset Object. -or- Transpose Column. Select to apply a Transpose Object, where appropriate, to change the format of the values displayed. For example, transpose numerical effort grades into grades A-E. Use this to display common values in the columns of your Tracking Model, making it easier to read 'ata-glance'. Use if you need to add a new Transpose Object. See Using the Transpose Wizard, page 34, for more information on creating a new Transpose Object. Select the type of data you are displaying, for example text data or numerical data. Adjust the decimal places, if applicable. Add a Column Prefix or Column Suffix, where appropriate. For example, use this to display '%' in percentage score exam results to clarify the data displayed in your Tracking Model. 4. Select the Column Options tab. Use the check boxes to display statistics for the External Dataset column in your Tracking Model. This provides useful 'at-aglance' statistics. 5. Continue to work through all the External Datasets you have selected for your Tracking Model. Click on the name of each External Dataset at the top of the window. Work through the tabs available to adjust the column details, where required. 6. Click Next once you have completed the adjustments for all your External Datasets. A window is displayed prompting you that the Element Wizard is complete. 7. Click Finish to display your Tracking Model. 8. Click. September

184 Run Your Tracking Model ISAMS Tracking Manager User Guide Your External Datasets are listed in the columns of your Tracking Model. An example is shown below: Create Model Charts You are now ready to add more Dataset Elements, as required. Create a chart with the data from your Tracking Model. This is a useful visual tool when analysing or presenting Tracking Models. Select the type of chart you want to display to suit you, for example a pie chart or a bar chart. Model Charts can be displayed on a separate tab or as a sparkline within a column of your Tracking Model matrix. To create a Model Chart, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 184 September 2012

185 Run Your Tracking Model 3. Either: Select Models Sidebar. -or- Use list. -or- from the Chart Options and Tasks menu in the and select Create Model Chart from the drop down Select and click in the top of the Manage Model Charts window. The Create Chart window is displayed. An example is shown below: September

186 Run Your Tracking Model ISAMS Tracking Manager User Guide 4. Complete the sections available: Section Chart Type Chart Details Explanation Chart Render Type. Choose the chart to be displayed as a sparkline in your Tracking Model matrix or in a separate chart tab. Chart Type. Select the type of chart that you want to create. Select the most appropriate type for the data that you want to display. Chart Group By. Select to group data by pupil or Dataset Element. This is only displayed when working with chart tab charts. Chart Position. Select whether the chart is displayed in the X- Axis or Y-Axis of your Tracking Model matrix. This is only displayed when working with sparkline charts. Chart Order. Select Forward to label the Y-Axis of your Model Chart from lowest to highest value. Select Reverse to label the Y- Axis of your Model Chart from highest to lowest value. Chart Name/Title. Enter a name used to describe the chart. Ensure that it is still easily identifiable. Chart Code. Edit the code used to identify the chart. Use a more concise term if required, this is displayed in the chart tab. Chart Icon. Select an icon to display in the chart tab. Choose different icons to identify different types of chart, if required. Chart Active. Select Yes to start using the chart. Selecting No makes the chart inactive and you are unable to use it. 5. Select the Chart Properties tab and complete the sections available. These vary according to the Chart Type you have selected in the Chart Details tab. The Chart Properties tab is not available when creating sparkline Model Charts. To setup a Chart Tab Pie Chart: Section Chart Details Pie Chart Render Options Explanation Chart Dimension. Set an image size for your pie chart. Select a lower pixel if you are generating a number of pie charts in the same tab. Show Line Labels. Selecting Yes clearly labels your pie chart, identifying each slice and showing it as a percentage of the total Dataset Element. Line Label Colour. Enter a colour for the lines to your pie chart labels. Pie Slice Margin. Set a margin separating each slice of your pie chart. 186 September 2012

187 Run Your Tracking Model To setup a Chart Tab Bar Chart: Section Chart Details Bar Chart Render Options Explanation Chart Width. Chart Height. Use the drop down lists available to set the size of your bar chart. Bar Margin. Set a margin separating each bar in your chart. X-Axis Tick Angle. Set the label angle for the X-Axis of your bar chart. To setup a Chart Tab Line Chart: Section Chart Details Line Chart Render Options Explanation Chart Width. Chart Height. Use the drop down lists available to set the size of your line chart. X-Axis Tick Angle. Set the label angle for the X-Axis of your line chart. Y-Axis Min. Set the minimum value for the Y-Axis of your line chart. Bear in mind the values you are plotting on your chart. Y-Axis Max. Set the maximum value for the Y-Axis of your line chart. Y-Axis Ticks. Set the number of values displayed on the Y-Axis of your line chart. 6. Select the Chart Data tab. Use the check boxes available to select the Dataset Elements columns you want to include in your chart. Check the box in the header row to select all of the Dataset Elements columns displayed. 7. Click Save & Close. 8. Click. Your chart is displayed in your Tracking Model. September

188 Run Your Tracking Model ISAMS Tracking Manager User Guide An example of a Tab Chart Pie Chart is shown below: Quickly create a pie chart using the right click menu in the header of a selected Dataset Element or Calculated Column. Select Copy to Pie Chart from the menu displayed. 188 September 2012

189 Run Your Tracking Model An example of a Tab Chart Bar Chart is shown below: September

190 Run Your Tracking Model ISAMS Tracking Manager User Guide An example of a Tab Chart Bar Chart is shown below: An example of how Sparkline Charts are displayed in the matrix view is shown below: 190 September 2012

191 Run Your Tracking Model Create a Calculated Column Use Calculated Columns in your Tracking Models to combine results in different Dataset Element columns or to calculate an average result over a period of time. For example, calculate average results over the academic year to provide an overall end of year grade for each pupil listed in your Tracking Model. To create a Calculated Column, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Either: Select from the Calculated Column Options and Tasks menu in the Models Sidebar. -or- Use drop down list. -or- and select Create Calculated Column from the Select and click in the top of the Manage Calculated Columns window. The Stage 1 of the Calculated Columns wizard is displayed. 4. Check the button to Create Formula Column and click Next. Stage 2 of the wizard is displayed. Four tabs are available for you to work through: 5. Select the Column Properties tab and complete the sections available: Section Characteristic Properties Explanation Element Name. Change the name used to describe the Calculated Column. Ensure that it is still easily identifiable. Element Code. Change the code used to identify the Calculated Column. Use a more concise term if required, this is displayed in your Tracking Model. Element Active. Select Yes to start using the Calculated Column. Active Calculated Column are identified by the icon in the Manage Calculated Columns window. Selecting No makes the Calculated Column inactive and you are unable to use it. September

192 Run Your Tracking Model ISAMS Tracking Manager User Guide Section Characteristic Options Explanation Hidden Element. Choose to hide the Calculated Column if you do not want it to display in your Tracking Model. Your selection influences the display of the Calculated Column only. The data in a hidden Calculated Column is still active. Visible Calculated Column are identified by the icon in the Manage Calculated Columns window. Element Sorting. Select an appropriate method of sorting the results displayed in the Calculated Column. For example, for numerical effort grades choose to sort by number. Use if you need to add a new Sorting Object. See Using the Sorting Wizard, page 28, for more information on creating a new Sorting Object. Element Style. Select a style to apply to the results displayed. For example, apply a style for effort grades which colour codes effort grades according to their value. This makes your Tracking Model easier to read 'at-a-glance'. Use if you need to add a new Tracking Style. See Stage 1: Style Wizard, page 22, for more information on creating a new Tracking Style. 6. Select the Column Formula tab and enter a Column Formula to apply to your Tracking Model. Use the on-screen tips to help you. For example, to calculate the average of columns E, F and G use (E+F+G)/ September 2012

193 Run Your Tracking Model 7. Select the Column Adjustments tab and complete the sections available: Section Column Adjustments Column Format Column Values Explanation Select either: Gradeset Column. Select to apply a Gradeset Object, where appropriate, to translate varying numerical values into easily identifiable grades. For example, translate percentage score exam results into grades A-E. Use this to display common values in the columns of your Tracking Model, making it easier to read 'at-a-glance'. Use if you need to add a new Gradeset Object. See Using the Gradeset Wizard, page 31, for more information on creating a new Gradeset Object. -or- Transpose Column. Select to apply a Transpose Object, where appropriate, to change the format of the values displayed. For example, transpose numerical effort grades into grades A-E. Use this to display common values in the columns of your Tracking Model, making it easier to read 'ata-glance'. Use if you need to add a new Transpose Object. See Using the Transpose Wizard, page 34, for more information on creating a new Transpose Object. Select the type of data you are displaying, for example text data or numerical data. Adjust the decimal places, if applicable. Add a Column Prefix or Column Suffix, where appropriate. For example, use this to display '%' in percentage score exam results to clarify the data displayed in your Tracking Model. 5. Select the Column Options tab. Use the check boxes to display statistics for the Calculated Column in your Tracking Model. This provides useful 'at-a-glance' statistics for each Calculated Column. 6. Click Next. A window is displayed prompting you that the Calculated Column Wizard is complete. 7. Click Finish to display your Tracking Model. 8. Click. Your Calculated Column is displayed in your Tracking Model. Choose to hide the columns you use to make calculations, if required, to save space. For example, hide the effort grades for each subject and show the Calculated Column showing average effort grades. Copy, Download or Print a Tracking Model Choose to copy or download an entire Tracking Model matrix into an alternative format. You may want to do this in order to present Tracking Model information to colleagues in an Excel spreadsheet. Edit the downloaded information, as required, in your selected format. September

194 Run Your Tracking Model ISAMS Tracking Manager User Guide Use the buttons available in the Run Models screen to copy, download or print your Tracking Model: The download function is only currently available from the Run Models screen, the download button is not operational from the Manage Models screen. You can also copy individual Dataset Element columns and Calculated Columns, if required. Copy a Tracking Model Copy and paste an exact copy of your Tracking Model matrix into any format. To copy a Tracking Model, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Click to copy the Tracking Model matrix to your clipboard. You are prompted The column data selected is now in your clipboard. 4. Click OK. 5. Paste the Tracking Model into your preferred format. Copy a Tracking Model Column Copy and paste the data from a selected Dataset Element column or Calculated Column. To copy a Tracking Model column, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Right click in the header of your selected column and select Copy to Clipboard from the menu displayed. You are prompted The column data selected is now in your clipboard. 4. Click OK. 5. Paste the Tracking Model column into your preferred format. 194 September 2012

195 Run Your Tracking Model Download a Tracking Model Generate a pre-formatted Excel spreadsheet. You cannot download Model Charts. To download an entire Tracking Model matrix, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Click to download the Tracking Model matrix into.xls format. You are prompted that The excel export will not display any type of image saved within the model Click OK. You are prompted Do you want to open or save...? 5. Open or Save the file as you require. If you have selected to save the file, you are prompted when the download is complete. Print a Tracking Model To print a Tracking Model, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Click. The Print Preview window is displayed. 4. Click. September

196 Run Your Tracking Model ISAMS Tracking Manager User Guide 196 September 2012

197 Managing Your Tracking Model Chapter 4: Managing Your Tracking Model September

198 Managing Your Tracking Model ISAMS Tracking Manager User Guide Viewing the Model Audit Use the Model Audit feature in the Run Models screen to see a log of changes which have been made to your selected Tracking Model. To view a Model Audit, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Click at the top of the screen. An example of the Audit Viewer window is shown below: 4. Click on a username next to a selected action to display contact details for the user, if required. See Logging Overview in Tracking Manager, page 255, for a more detailed audit log. Manage Pupil Characteristics in Tracking Models Add Pupil Characteristics Add more pupil characteristics to your Tracking Model to suit you. For example, the pupil's academic house or a photograph of the pupil. To add pupil characteristics, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 198 September 2012

199 Managing Your Tracking Model 3. Either: Click drop down list. -or- Click -or- Click and select Add Characteristic Element from the in the Models Sidebar. in the Models Sidebar and select in the window displayed. The Create Characteristic Element window is displayed. An example is shown below: 4. Complete the sections available: Section Characteristic Details Explanation Element Type. Select the type of Pupil Characteristic you want to display in your Tracking Model. Pupil Field. The fields displayed here are determined by your selection in Element Type. Select the Pupil Characteristic you want to display in your Tracking Model from the drop down lists available. September

200 Managing Your Tracking Model ISAMS Tracking Manager User Guide Section Characteristic Properties Characteristic Options Explanation Element Name. Change the name used to describe the Pupil Characteristic, if required. Ensure that it is still easily identifiable. Element Code. Change the code used to identify the Pupil Characteristic. Use a more concise term if required, this is displayed in your Tracking Model. Element Active. Select Yes to start using the Pupil Characteristic. Active Pupil Characteristic are identified by the icon in the Manage Characteristic Elements window. Selecting No makes the Pupil Characteristic inactive and you are unable to use it. Hidden Element. Choose to hide the Pupil Characteristic if you do not want it to display in your Tracking Model. You may choose to temporarily hide a Pupil Characteristic to save space. Visible Pupil Characteristics are identified by the icon in the Manage Characteristic Elements window. Element Sorting. Select an appropriate Sorting Object to sort the information displayed for the Pupil Characteristic. Click if you need to add a new Sorting Object. See Using the Sorting Wizard, page 28, for more information on creating a new Sorting Object. Element Style. Select a Tracking Style to apply to the information displayed. For example, apply a style which colour codes academic houses. This makes your Tracking Model easier to read 'at-a-glance'. Click if you need to add a new Tracking Style. See Stage 1: Style Wizard, page 22, for more information on creating a new Tracking Style. 5. Click Save & Close. 6. Click. The Pupil Characteristic is displayed in your Tracking Model. Edit Pupil Characteristics Choose to edit the properties of the Pupil Characteristics in your Tracking Model. For example, change the fields identifying Pupil Characteristics in your Tracking Model or apply a Tracking Style to the information displayed. Choose to: Edit individual Pupil Characteristics. Use this for editing any of the properties in your selected Pupil Characteristic. Edit Pupil Characteristics in bulk. Use this for editing the name, sorting or styling properties of multiple Pupil Characteristics. Edit Pupil Characteristics sorting and styling in bulk. Use this as a shortcut to setting up all Pupil Characteristics with the same sorting and styling properties. 200 September 2012

201 Managing Your Tracking Model Edit Individual Pupil Characteristics To edit individual Pupil Characteristics, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Either: Select in the Models Sidebar and click in the Pupil Characteristic that you want to edit. -or- Right click in the header of the Pupil Characteristic you want to edit and select Edit Column from the menu displayed. The Edit Characteristic Element window is displayed. An example is shown below: September

202 Managing Your Tracking Model ISAMS Tracking Manager User Guide 4. Edit the sections available as required: Section Characteristic Details Characteristic Properties Characteristic Options Explanation Do not edit these fields. Element Name. Change the name used to describe the Pupil Characteristic, if required. Ensure that it is still easily identifiable. Element Code. Change the code used to identify the Pupil Characteristic. Use a more concise term if required, this is displayed in your Tracking Model. Element Active. Select Yes to start using the Pupil Characteristic. Active Pupil Characteristic are identified by the icon in the Manage Characteristic Elements window. Selecting No makes the Pupil Characteristic inactive and you are unable to use it. Hidden Element. Choose to hide the Pupil Characteristic if you do not want it to display in your Tracking Model. You may choose to temporarily hide a Pupil Characteristic to save space. Visible Pupil Characteristics are identified by the icon in the Manage Characteristic Elements window. Element Sorting. Select an appropriate Sorting Object to sort the information displayed for the Pupil Characteristic. Click if you need to add a new Sorting Object. See Using the Sorting Wizard, page 28, for more information on creating a new Sorting Object. Element Style. Select a Tracking Style to apply to the information displayed. For example, apply a style which colour codes academic houses. This makes your Tracking Model easier to read 'at-a-glance'. Click if you need to add a new Tracking Style. See Stage 1: Style Wizard, page 22, for more information on creating a new Tracking Style. 5. Click Save & Close. 6. Click. The amended Pupil Characteristic is displayed in your Tracking Model. Bulk Edit Pupil Characteristics To edit Pupil Characteristics properties in bulk, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Select in the Models Sidebar to display the Manage Characteristic Elements window. 202 September 2012

203 Managing Your Tracking Model 4. Click at the top of the window. 5. Use the fields and drop down boxes available to edit the properties of the Pupil Characteristics displayed. Choose to edit the name, code, sorting or styling properties of any of the Pupil Characteristics in your Tracking Model. 6. Click to save the changes you have made. 7. Click Close Window to return to your Tracking Model. Bulk Edit Pupil Characteristic Sorting and Styling Setup all Pupil Characteristics with the same sorting and styling properties, if required: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Select in the Models Sidebar to display the Manage Characteristic Elements window. 4. Use the check boxes to select the Pupil Characteristics you want to edit. Check the box in the header row to select all of the Pupil Characteristics displayed. 5. Use to select Element Objects. 6. Select the Sorting Object and Tracking Style you want to apply using the drop down boxes available. 7. Click Save & Close to go back to the Manage Characteristic Elements window. 8. Click Close Window to return to your Tracking Model. 9. Click. Arrange Pupil Characteristics Change the order that Pupil Characteristics are displayed in your Tracking Model to suit you. For example, list pupil surname followed by preferred name. To arrange Pupil Characteristics, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Either: Select -or- Select from the Models Sidebar. from the Models Sidebar and click in the top of the window. September

204 Managing Your Tracking Model ISAMS Tracking Manager User Guide The Arrange Characteristic Elements window is displayed, an example is shown below: 4. Select a Pupil Characteristic and use the arrows available to move it up or down the list. 5. Click Save & Close. 6. Click. Delete Pupil Characteristics The Pupil Characteristics are now displayed in your Tracking Model in the revised order. Remove any Pupil Characteristics from your Tracking Model that you no longer require. For example, remove selected default Pupil Characteristics from your Tracking Model. Choose to: Delete individual Pupil Characteristics. Delete Pupil Characteristics in bulk. This saves time when you need to delete a number of Pupil Characteristics from your Tracking Model. Delete Individual Pupil Characteristics To delete a selected Pupil Characteristic, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Either: Select in the Models Sidebar and click in the Pupil Characteristic that you want to delete. -or- 204 September 2012

205 Managing Your Tracking Model Right click in the header of the Pupil Characteristic you want to delete and select Delete Column from the menu displayed. You are prompted Are you sure you want to delete this characteristic element from this model? 4. Select Yes. 5. Click. The Pupil Characteristic is removed from your Tracking Model. Bulk Delete Pupil Characteristics To delete Pupil Characteristics in bulk, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Select in the Models Sidebar. The Manage Characteristic Elements window is displayed. 4. Use the check boxes available to select the Pupil Characteristics you want to delete. Check the box in the header row to select all of the Pupil Characteristics displayed. 5. Use to select Delete Elements. You are prompted Are you sure you want to delete this characteristic element from this model? 6. Select Yes. 7. Click Close Window to return to your Tracking Model. 8. Click. Your selected Pupil Characteristics are removed from your Tracking Model. Reset Pupil Characteristics Reset Pupil Characteristics if you want to remove all the Pupil Characteristics in your Tracking Model. You can then add default Pupil Characteristics to your Tracking Model. None of the Datasets Elements in your Tracking Model are lost by when you choose to reset Pupil Characteristics. To reset Pupil Characteristics, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Select in the Models Sidebar. You are prompted Are you sure you want to reset the characteristic elements on this model? 4. Select Yes. September

206 Managing Your Tracking Model ISAMS Tracking Manager User Guide You are prompted The characteristic elements on this model have been reset. The model will now reload. 5. Click OK. The Run Model screen is displayed. An example is shown below: 6. Click to add the default Pupil Characteristic fields for your pupils. You are prompted Are you sure you want to add the default characteristics for this model? 7. Select Yes. 8. Click. Your Tracking Model is displayed with the default Pupil Characteristics. Activate and Disable Pupil Characteristics Choose to activate a Pupil Characteristic to start using it in your Tracking Model. You can also temporarily disable selected Pupil Characteristics to suit you. Disabling a Pupil Characteristic blocks the active status until you need it again. Activate Pupil Characteristics To activate Pupil Characteristics, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 206 September 2012

207 Managing Your Tracking Model 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Select from the Models Sidebar to display the Manage Characteristic Elements window. Disabled Pupil Characteristics are identified by the icon. 4. Use the check boxes available to select the Pupil Characteristics you want to activate. Check the box in the header row to select all of the Pupil Characteristics displayed. 5. Use to select Activate Elements. You are prompted Are you sure you want to activate this characteristic element from this model? 6. Select Yes. 7. Click Close Window to return to your Tracking Model. 8. Click. Your Tracking Model is displayed with the activated Pupil Characteristic columns. Disable Pupil Characteristics To disable Pupil Characteristics, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Select from the Models Sidebar to display the Manage Characteristic Elements window. Active Pupil Characteristic are identified by the icon. 4. Use the check boxes available to select the Pupil Characteristics you want to disable. Check the box in the header row to select all of the Pupil Characteristics displayed. 5. Use to select Disable Elements. You are prompted Are you sure you want to disable this characteristic element from this model? 6. Select Yes. 7. Click Close Window to return to your Tracking Model. 8. Click. Your Tracking Model is displayed without the disabled Pupil Characteristic columns. Quickly disable a selected Pupil Characteristic using the right click menu in the header of a selected Pupil Characteristic. Select Disable Column from the menu displayed. September

208 Managing Your Tracking Model ISAMS Tracking Manager User Guide Hide or Show Pupil Characteristics Choose to hide a Pupil Characteristic if you do not want it to display in your Tracking Model. You may choose to temporarily hide a Pupil Characteristic to save space, select to show it again at any time. Hide Pupil Characteristics To hide Pupil Characteristics, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Select from the Models Sidebar to display the Manage Characteristic Elements window. Visible Pupil Characteristics are identified by the icon. 4. Use the check boxes available to select the Pupil Characteristics you want to hide. Check the box in the header row to select all of the Pupil Characteristics displayed. 5. Use to select Hide Elements. You are prompted Are you sure you want to hide this characteristic element from this model? 6. Select Yes. 7. Click Close Window to return to your Tracking Model. 8. Click. Your Tracking Model is displayed without the hidden Pupil Characteristic columns. Quickly hide a selected Pupil Characteristic using the right click menu in the header of a selected Pupil Characteristic. Select Hide Column from the menu displayed. Show Pupil Characteristics To show Pupil Characteristics, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Select from the Models Sidebar to display the Manage Characteristic Elements window. Hidden Pupil Characteristics have no icon in the column. 4. Use the check boxes available to select the Pupil Characteristics you want to show. Check the box in the header row to select all of the Pupil Characteristics displayed. 5. Use to select Show Elements. 208 September 2012

209 Managing Your Tracking Model You are prompted Are you sure you want to show this characteristic element from this model? 6. Select Yes. 7. Click Close Window to return to your Tracking Model. 8. Click. Your Tracking Model is displayed with the Pupil Characteristic columns you have selected to show. Manage Datasets in Tracking Models Edit Dataset Elements Overview Choose to edit the properties of the Dataset Element columns in your Tracking Model. For example, change the name of a Dataset Element column or apply a Tracking Style to the information displayed. A number of methods are available to you for editing Dataset Element columns, select one to suit you: Edit any of the properties in an individual Dataset Element column. See Step 1: Edit a Dataset Element Column, page 210, for more information. Edit selected properties in bulk for all the Dataset Element columns in your Tracking Model (see below). Bulk Edit Dataset Element Columns To edit Dataset Element column properties in bulk, either: 1. Open your selected Tracking Model. 2. Select in the Models Sidebar to display the Manage Dataset Elements window. 3. Click at the top of the window. Use the fields and drop down boxes available to edit the properties of the Dataset Element columns displayed. You can choose to apply different properties to each Dataset Element column using this method. 4. Click to save the changes you have made. 5. Click Close Window to return to your Tracking Model. 6. Click. -or- 1. Open your selected Tracking Model. 2. Select in the Models Sidebar to display the Manage Dataset Elements window. 3. Use the check boxes to select the Dataset Element columns you want to edit. Check the box in the header row to select all of the Dataset Element columns displayed. 4. Use to select Column Objects. September

210 Managing Your Tracking Model ISAMS Tracking Manager User Guide The Group Edit Data Columns window is displayed. An example is shown below: 5. Select the Display & Adjustments tab. Use the drop down lists available to alter the Tracking Objects applied to all the selected Dataset Element columns. Add new Tracking Objects, if required. Click on the icons to the right of the drop down boxes to open each of the Tracking Object Wizards. See Tracking Object Wizards, page 22, for more information. 6. Select the Column Options tab. Use the check boxes to change the display of statistics for the selected Dataset Element columns. This provides useful 'at-aglance' statistics. 7. Click Save & Close to save the changes you have made. 8. Click Close Window to return to your Tracking Model. 9. Click. Step 1: Edit a Dataset Element Column To edit the properties of a selected Dataset Element column in detail, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Either: Select in the Models Sidebar and click in the Dataset Element column that you want to edit. -or- Right click in the header of the Dataset Element column you want to edit and select Edit Column from the menu displayed. 210 September 2012

211 Managing Your Tracking Model The Edit Data Column window is displayed. An example is shown below: 4. Edit the sections available in the Column Display tab, as required: Section Characteristic Properties Explanation Element Name. Change the name used to describe the Dataset Element column. Ensure that it is still easily identifiable. Element Code. Change the code used to identify the Dataset Element column. Use a more concise term if required, this is displayed in your Tracking Model. Element Active. Select Yes to start using the Dataset Element column. Active Dataset Element column are identified by the icon in the Manage Dataset Elements window. Selecting No makes the Dataset Element column inactive and you are unable to use it. September

212 Managing Your Tracking Model ISAMS Tracking Manager User Guide Section Characteristic Options Explanation Hidden Element. Choose to hide the Dataset Element column if you do not want it to display in your Tracking Model. Your selection influences the display of the Dataset Element column only. The data in a hidden Dataset Element column is still active. Visible Dataset Element columns are identified by the icon in the Manage Dataset Elements window. Element Sorting. Select an appropriate method of sorting the results displayed in the Dataset Element column. For example, for numerical effort grades choose to sort by number. Use if you need to add a new Sorting Object. See Using the Sorting Wizard, page 28, for more information on creating a new Sorting Object. Element Style. Select a style to apply to the results displayed. For example, apply a style for effort grades which colour codes effort grades according to their value. This makes your Tracking Model easier to read 'at-a-glance'. Use if you need to add a new Tracking Style. See Stage 1: Style Wizard, page 22, for more information on creating a new Tracking Style. 5. See Step 2: Edit a Dataset Element Column, page 212, for help on editing the Column Adjustment tab. 212 September 2012

213 Managing Your Tracking Model Step 2: Edit a Dataset Element Column To edit the Column Adjustment tab, follow the steps below: 1. Select the Column Adjustment tab in the Edit Data Column window. An example is shown below: September

214 Managing Your Tracking Model ISAMS Tracking Manager User Guide 2. Edit the sections available, as required: Section Column Adjustments Column Format Column Values Explanation Select either: Gradeset Column. Select to apply a Gradeset Object, where appropriate, to translate varying numerical values into easily identifiable grades. For example, translate percentage score exam results into grades A-E. Use this to display common values in the columns of your Tracking Model, making it easier to read 'at-a-glance'. Use if you need to add a new Gradeset Object. See Using the Gradeset Wizard, page 31, for more information on creating a new Gradeset Object. -or- Transpose Column. Select to apply a Transpose Object, where appropriate, to change the format of the values displayed. For example, transpose numerical effort grades into grades A-E. Use this to display common values in the columns of your Tracking Model, making it easier to read 'ata-glance'. Use if you need to add a new Transpose Object. See Using the Transpose Wizard, page 34, for more information on creating a new Transpose Object. Select the type of data you are displaying, for example text data or numerical data. Adjust the decimal places, if applicable. Add a Column Prefix or Column Suffix, where appropriate. For example, use this to display '%' in percentage score exam results to clarify the data displayed in your Tracking Model. 3. Select the Column Options tab. Use the check boxes to display statistics for the Dataset Element column in your Tracking Model. This provides useful 'at-aglance' statistics. 4. Click Save & Close. 5. Click. The amended Dataset Element column is displayed in your Tracking Model. An additional tab is available if you are running a Student Tracking Model. Click on the Data tab to view the individual Dataset Elements in your selected Dataset Element column. Click in a selected Dataset Element to delete it, if required. 214 September 2012

215 Managing Your Tracking Model Arrange Dataset Element Columns Change the order that Dataset Element columns are displayed in your Tracking Model to suit you. Be careful when changing the order of Dataset Element columns if you have included Calculated Columns in your Tracking Model. Changing the order of Dataset Element columns can influence the way your Calculated Columns operate. To arrange Dataset Element columns, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Either: Select -or- from the Models Sidebar. Select from the Models Sidebar and click in the top of the window. The Arrange Elements window is displayed, an example is shown below: 4. Select a Dataset Element column and use the arrows available to move it up or down the list. 5. Click Save & Close. 6. Click. The Dataset Element columns are now displayed in your Tracking Model in the revised order. September

216 Managing Your Tracking Model ISAMS Tracking Manager User Guide Delete Dataset Elements and Dataset Element Columns Remove any Dataset Elements or Dataset Element Columns from your Tracking Model that you no longer require. Choose to: Delete individual Dataset Elements. This option is only available in Student Tracking Models. Delete individual Dataset Element Columns. Delete Dataset Elements in bulk. This saves you time when you need to delete a number of Dataset Elements from your Tracking Model. Delete Individual Dataset Elements To delete a selected Dataset Elements, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Select in the Models Sidebar to display the Manage Dataset Elements window. 4. Either: Click in your selected Dataset Element column. All the Dataset Elements used in the selected column are displayed. Click in the Dataset Element that you want to delete. -or- Click in your selected Dataset Element column. Click on the Data tab to view the individual Dataset Elements. Click in the Dataset Element that you want to delete. You are prompted Are you sure you want to delete this data element from this model? 5. Select Yes and close the windows to go back to the Tracking Model screen. 6. Click. The Dataset Element is removed from your Tracking Model. Delete Individual Dataset Element Columns To delete a selected Dataset Element column, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Either: Select in the Models Sidebar and click in the Dataset Element column that you want to delete. -or- 216 September 2012

217 Managing Your Tracking Model Right click in the header of the Dataset Element column you want to delete and select Delete Column from the menu displayed. You are prompted Are you sure you want to delete this data element from this model? 4. Select Yes and close the windows to go back to the Tracking Model screen. 5. Click. The Dataset Element column is removed from your Tracking Model. Bulk Delete Dataset Element Columns To delete Dataset Elements columns in bulk, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Select in the Models Sidebar. The Manage Dataset Elements window is displayed. 4. Use the check boxes available to select the Dataset Elements columns you want to delete. Check the box in the header row to select all of the Dataset Element columns displayed. 5. Use to select Delete Elements. You are prompted Are you sure you want to delete this data element from this model? 6. Select Yes. 7. Click Close Window to return to your Tracking Model. 8. Click. Your selected Dataset Element columns are removed from your Tracking Model. Reset Dataset Element Columns Reset Dataset Elements columns if you want to remove all the Dataset Element columns in your Tracking Model. None of the Pupil Characteristics in your Tracking Model are lost by when you choose to reset Dataset Element columns. This is useful when you have copied a Tracking Model and want to track new Dataset Elements for the pupils listed. To reset Dataset Elements columns, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Select in the Models Sidebar. You are prompted Are you sure you want to reset the dataset elements on this model? 4. Select Yes. September

218 Managing Your Tracking Model ISAMS Tracking Manager User Guide You are prompted The dataset elements on this model have been reset. The model will now reload. 5. Click OK. 6. Click. The Run Model screen is displayed without any Dataset Element columns. Duplicate a Dataset Element Column Choose to duplicate a Dataset Element column in your Tracking Manager. This is useful when you want to apply either a Gradeset or Transpose Object to a Dataset Element column. You can list both original data and the altered data in your Tracking Model. To duplicate a Dataset Element column, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Right click in the header of the Dataset Element column you want to duplicate and select Duplicate Column from the menu displayed. 4. Click. The duplicated Dataset Element column is displayed in your Tracking Model. Activate and Disable Dataset Element Columns Choose to activate a Dataset Element column to start using it in your Tracking Model. You can also temporarily disable selected Dataset Element columns to suit you. Disabling a Dataset Element column blocks the active status until you need it again. Activate Dataset Element Columns To activate Dataset Element columns, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Select from the Models Sidebar to display the Manage Dataset Elements window. Disabled Dataset Element columns are identified by the icon. 4. Use the check boxes available to select the Dataset Element columns you want to activate. Check the box in the header row to select all of the Dataset Element columns displayed. 5. Use to select Activate Elements. You are prompted Are you sure you want to activate this data element from this model? 6. Select Yes. 7. Click Close Window to return to your Tracking Model. 218 September 2012

219 Managing Your Tracking Model 8. Click. Your Tracking Model is displayed with the activated Dataset Element columns. Disable Dataset Element Columns To disable Dataset Element columns, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Select from the Models Sidebar to display the Manage Dataset Elements window. Active Dataset Element columns are identified by the icon. 4. Use the check boxes available to select the Dataset Element columns you want to disable. Check the box in the header row to select all of the Dataset Element columns displayed.. 5. Use to select Disable Elements. You are prompted Are you sure you want to disable this data element from this model? 6. Select Yes. 7. Click Close Window to return to your Tracking Model. 8. Click. Your Tracking Model is displayed without the disabled Dataset Element columns. Quickly disable a selected Dataset Element column using the right click menu in the header of a selected Dataset Element column. Select Disable Column from the menu displayed. Hide or Show Dataset Element Columns Choose to hide a Dataset Element column if you do not want it to display in your Tracking Model. Your selection influences the display of the Dataset Element column only. The data in a hidden Dataset Element column is still active. You may choose to temporarily hide a Dataset Element column to save space, select to show it again at any time. Also choose to hide Dataset Element columns that you have referenced in Calculated Columns, if required. Hide Dataset Element Columns To hide Dataset Element columns, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Select from the Models Sidebar to display the Manage Dataset Elements window. Visible Datasets Elements columns are identified by the icon. September

220 Managing Your Tracking Model ISAMS Tracking Manager User Guide 4. Use the check boxes available to select the Dataset Element columns you want to hide. Check the box in the header row to select all of the Dataset Element columns displayed. 5. Use to select Hide Elements. You are prompted Are you sure you want to hide this data element from this model? 6. Select Yes. 7. Click Close Window to return to your Tracking Model. 8. Click. Your Tracking Model is displayed without the hidden Dataset Element columns. Quickly hide a selected Dataset Element column using the right click menu in the header of a selected Dataset Element column. Select Hide Column from the menu displayed. Show Dataset Element Columns To show Dataset Element columns, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Select from the Models Sidebar to display the Manage Dataset Elements window. Hidden Dataset Element columns have no icon in the column. 4. Use the check boxes available to select the Dataset Element columns you want to show. Check the box in the header row to select all of the Dataset Element columns displayed. 5. Use to select Show Elements. You are prompted Are you sure you want to show this data element from this model? 6. Select Yes. 7. Click Close Window to return to your Tracking Model. 8. Click. Your Tracking Model is displayed with the Dataset Element columns you have selected to show. Manage Calculated Columns in Tracking Models Edit Calculated Columns Overview Choose to edit the properties of the Calculated Columns in your Tracking Model. For example, change the formula used in a Calculated Column or apply a Tracking Style to the information displayed. 220 September 2012

221 Managing Your Tracking Model A number of methods are available to you for editing Calculated Columns, select one to suit you: Edit any of the properties in an individual Calculated Column. See Edit a Calculated Column, page 222, for more information. Edit the formula used in a selected Calculated Column. Use this for quick formula changes. See Edit a Calculated Column Formula, page 222, for more information. Edit selected properties in bulk for all the Calculated Columns in your Tracking Model (see below). Use this to edit the display detailing in Calculated Columns, such as the column name or styling. Bulk Edit Calculated Column Properties To edit Calculated Column properties in bulk, either: 1. Open your selected Tracking Model. 2. Select in the Models Sidebar to display the Manage Calculated Columns window. 3. Click at the top of the window. Use the fields and drop down boxes available to edit the properties of the Calculated Columns displayed. You can choose to apply different properties to each Calculated Column using this method. 4. Click to save the changes you have made. 5. Click Close Window to return to your Tracking Model. 6. Click. -or- 1. Open your selected Tracking Model. 2. Select in the Models Sidebar to display the Manage Calculated Columns window. 3. Use the check boxes to select the Calculated Columns you want to edit. Check the box in the header row to select all of the Calculated Columns displayed. 4. Use to select Column Objects. September

222 Managing Your Tracking Model ISAMS Tracking Manager User Guide The Group Edit Data Columns window is displayed. An example is shown below: 5. Select the Display & Adjustments tab. Use the drop down lists available to alter the Tracking Objects applied to all the selected Calculated Columns. Add new Tracking Objects, if required. Click on the icons to the right of the drop down boxes to open each of the Tracking Object Wizards. See Tracking Object Wizards, page 22, for more information. 6. Select the Column Options tab. Use the check boxes to change the display of statistics for all the selected Calculated Columns. This provides useful 'at-aglance' statistics for each Calculated Column. 7. Click Save & Close to save the changes you have made. 8. Click Close Window to return to your Tracking Model. 9. Click. Edit a Calculated Column To edit the properties of a selected Calculated Column in detail, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Either: Select in the Models Sidebar and click in the Calculated Column that you want to edit. -or- Right click in the header of the Calculated Column you want to edit and select Edit Column from the menu displayed. 222 September 2012

223 Managing Your Tracking Model The Edit Calculated Columns window is displayed. Four tabs are available for you to work through: 4. Select the Column Properties tab and edit the sections available: Section Characteristic Properties Characteristic Options Explanation Element Name. Change the name used to describe the Calculated Column. Ensure that it is still easily identifiable. Element Code. Change the code used to identify the Calculated Column. Use a more concise term if required, this is displayed in your Tracking Model. Element Active. Select Yes to start using the Calculated Column. Active Calculated Column are identified by the icon in the Manage Calculated Columns window. Selecting No makes the Calculated Column inactive and you are unable to use it. Hidden Element. Choose to hide the Calculated Column if you do not want it to display in your Tracking Model. Your selection influences the display of the Calculated Column only. The data in a hidden Calculated Column is still active. Visible Calculated Column are identified by the icon in the Manage Calculated Columns window. Element Sorting. Select an appropriate method of sorting the results displayed in the Calculated Column. For example, for numerical effort grades choose to sort by number. Use if you need to add a new Sorting Object. See Using the Sorting Wizard, page 28, for more information on creating a new Sorting Object. Element Style. Select a style to apply to the results displayed. For example, apply a style for effort grades which colour codes effort grades according to their value. This makes your Tracking Model easier to read 'at-a-glance'. Use if you need to add a new Tracking Style. See Stage 1: Style Wizard, page 22, for more information on creating a new Tracking Style. 5. Select the Column Formula tab and edit the Column Formula applied to your Tracking Model. Use the on-screen tips to help you. For example, to calculate the average of columns E, F and G use (E+F+G)/3. September

224 Managing Your Tracking Model ISAMS Tracking Manager User Guide 6. Select the Column Adjustments tab and edit the sections available: Section Column Adjustments Column Format Column Values Explanation Select either: Gradeset Column. Select to apply a Gradeset Object, where appropriate, to translate varying numerical values into easily identifiable grades. For example, translate percentage score exam results into grades A-E. Use this to display common values in the columns of your Tracking Model, making it easier to read 'at-a-glance'. Use if you need to add a new Gradeset Object. See Using the Gradeset Wizard, page 31, for more information on creating a new Gradeset Object. -or- Transpose Column. Select to apply a Transpose Object, where appropriate, to change the format of the values displayed. For example, transpose numerical effort grades into grades A-E. Use this to display common values in the columns of your Tracking Model, making it easier to read 'ata-glance'. Use if you need to add a new Transpose Object. See Using the Transpose Wizard, page 34, for more information on creating a new Transpose Object. Select the type of data you are displaying, for example text data or numerical data. Adjust the decimal places, if applicable. Add a Column Prefix or Column Suffix, where appropriate. For example, use this to display '%' in percentage score exam results to clarify the data displayed in your Tracking Model. 7. Select the Column Options tab. Use the check boxes to display statistics for the Calculated Column in your Tracking Model. This provides useful 'at-a-glance' statistics. 8. Click Save & Close and return to the Tracking Model screen. 9. Click. The amended Calculated Column is displayed in your Tracking Model. See Edit Calculated Columns Overview, page 220, if you want to edit Calculated Columns in bulk. 224 September 2012

225 Managing Your Tracking Model Edit a Calculated Column Formula Quickly edit the formula used in a Calculated Column if you need to. Follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Either: Select from the Models Sidebar and click next to the Calculated Column you want to edit. -or- Right click in the header of the Calculated Column you want to edit and select Manage Formula from the menu displayed. The Edit Calculated Column window is displayed with the Column Formula tab selected. 4. Enter a new Column Formula to apply to your Tracking Model. Use the on-screen tips to help you. For example, to calculate the average of columns E, F and G use (E+F+G)/3. 5. Click Save & Close. 6. Click. Arrange Calculated Columns The amended Calculated Column is displayed in your Tracking Model. Change the order that Calculated Columns are displayed in your Tracking Model to suit you. Be aware that changing the order of Calculated Columns can influence the way your Column Formula works. Column Formula refer to the column letter not column name, moving columns can alter the way your Column Formula works. To arrange Calculated Columns, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Either: Select -or- Select from the Models Sidebar. from the Models Sidebar and click in the top of the window. September

226 Managing Your Tracking Model ISAMS Tracking Manager User Guide The Arrange Elements window is displayed, an example is shown below: 4. Select the Calculated Column that you want to move. Use the arrows available to move it up or down the list. You can also move Dataset Elements in this window, if required. 5. Click Save & Close. 6. Click. Delete Calculated Columns The Calculated Columns are now displayed in your Tracking Model in the revised order. Remove any Calculated Columns from your Tracking Model that you no longer require. Choose to: Delete individual Calculated Columns. Delete Calculated Columns in bulk. This saves you time when you need to delete a number of Calculated Columns from your Tracking Model. Delete Individual Calculated Columns To delete a selected Calculated Columns, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Either: Select in the Models Sidebar and click in the Calculated Columns that you want to delete. -or- Right click in the header of the Calculated Column you want to delete and select Delete Column from the menu displayed. 226 September 2012

227 Managing Your Tracking Model You are prompted Are you sure you want to delete this calculated column from this model? 4. Select Yes and return to the Tracking Model screen. 5. Click. Bulk Delete Calculated Columns The Calculated Column is removed from your Tracking Model. To delete Calculated Columns in bulk, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Select in the Models Sidebar. The Manage Calculated Columns window is displayed. 4. Use the check boxes available to select the Calculated Columns you want to delete. Check the box in the header row to select all of the Calculated Columns displayed. 5. Use to select Delete Columns. You are prompted Are you sure you want to delete this calculated column from this model? 6. Select Yes. 7. Click Close Window to return to your Tracking Model. 8. Click. Your selected Calculated Columns are removed from your Tracking Model. Reset Calculated Columns Reset Calculated Columns if you want to remove all the Calculated Columns in your Tracking Model. None of the Pupil Characteristics or Dataset Elements in your Tracking Model are lost by when you choose to reset Calculated Columns. This is useful when you have copied a Tracking Model and want to setup new Calculated Columns for the pupils listed. To reset Calculated Columns, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Select in the Models Sidebar. You are prompted Are you sure you want to reset the calculated columns on this model? 4. Select Yes. You are prompted The calculated columns on this model have been reset. The model will now reload. September

228 Managing Your Tracking Model ISAMS Tracking Manager User Guide 5. Click OK. 6. Click. The Run Model screen is displayed without any Calculated Columns. Duplicate a Calculated Column Choose to duplicate a Calculated Column in your Tracking Manager. This is useful when you want to apply either a Gradeset or Transpose Object to a Calculated Column. You can list both original data and the altered data in your Tracking Model. To duplicate a Calculated Column, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Right click in the header of the Calculated Column you want to duplicate and select Duplicate Column from the menu displayed. 4. Click. The duplicated Calculated Column is displayed in your Tracking Model. Activate and Disable Calculated Columns Choose to activate a Calculated Column to start using it in your Tracking Model. You can also temporarily disable selected Calculated Columns to suit you. Disabling a Calculated Column blocks the active status until you need it again. Activate Calculated Columns To activate Calculated Columns, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Select from the Models Sidebar to display the Manage Calculated Columns window. Disabled Calculated Columns are identified by the icon. 4. Use the check boxes available to select the Calculated Columns you want to activate. Check the box in the header row to select all of the Calculated Columns displayed. 5. Use to select Activate Columns. You are prompted Are you sure you want to activate this data element from this model? 6. Select Yes. 7. Click Close Window to return to your Tracking Model. 8. Click. Your Tracking Model is displayed with the activated Calculated Columns. 228 September 2012

229 Managing Your Tracking Model Disable Calculated Columns To disable Calculated Columns, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Select from the Models Sidebar to display the Manage Calculated Columns window. Active Calculated Columns are identified by the icon. 4. Use the check boxes available to select the Calculated Columns you want to disable. Check the box in the header row to select all of the Calculated Columns displayed.. 5. Use to select Disable Columns. You are prompted Are you sure you want to disable this data element from this model? 6. Select Yes. 7. Click Close Window to return to your Tracking Model. 8. Click. Your Tracking Model is displayed without the disabled Calculated Columns. Hide or Show Calculated Columns Quickly disable a selected Calculated Column using the right click menu in the header of a selected Calculated Column. Select Disable Column from the menu displayed. Choose to hide a Calculated Column if you do not want it to display in your Tracking Model. Your selection influences the display of the Calculated Column only. The data in a hidden Calculated Column is still active. You may choose to temporarily hide a Calculated Column to save space, select to show it again at any time. Hide Calculated Columns To hide Calculated Columns, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Select from the Models Sidebar to display the Manage Calculated Columns window. Visible Calculated Columns are identified by the icon. 4. Use the check boxes available to select the Calculated Columns you want to hide. Check the box in the header row to select all of the Calculated Columns displayed. 5. Use to select Hide Columns. September

230 Managing Your Tracking Model ISAMS Tracking Manager User Guide You are prompted Are you sure you want to hide this data element from this model? 6. Select Yes. 7. Click Close Window to return to your Tracking Model. 8. Click. Show Calculated Columns Your Tracking Model is displayed without the hidden Calculated Columns. Quickly hide a selected Calculated Column using the right click menu in the header of a selected Calculated Column. Select Hide Column from the menu displayed. To show Calculated Columns, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Select from the Models Sidebar to display the Manage Calculated Columns window. Hidden Calculated Columns have no icon in the column. 4. Use the check boxes available to select the Calculated Columns you want to show. Check the box in the header row to select all of the Calculated Columns displayed. 5. Use to select Show Columns. You are prompted Are you sure you want to show this data element from this model? 6. Select Yes. 7. Click Close Window to return to your Tracking Model. 8. Click. Your Tracking Model is displayed with the Calculated Columns you have selected to show. Manage Tracking Model Charts Edit Model Charts Choose to edit the properties of the Model Charts in your Tracking Model. For example, change the name of the Model Chart or add labels to a pie chart. You may want to change the type of Model Chart being used to represent a selected Dataset Element column. To edit Model Chart properties, follow the steps below: 1. Open your selected Tracking Model. 2. Either: Select in the Models Sidebar to click in the Model Chart that you want to edit. 230 September 2012

231 Managing Your Tracking Model -or- Right click on the name of the Model Chart you want to edit and select Edit Chart from the menu displayed. The Edit Chart window is displayed. An example is shown below: 3. Edit the sections available, as required: Section Chart Type Explanation Chart Render Type. Choose the chart to be displayed as a sparkline in your Tracking Model matrix or in a separate chart tab. Chart Type. Select the type of chart that you want to create. Select the most appropriate type for the data that you want to display. Chart Group By. Select to group data by pupil or Dataset Element. This is only displayed when working with chart tab charts. Chart Position. Select whether the chart is displayed in the X- Axis or Y-Axis of your Tracking Model matrix. This is only displayed when working with sparkline charts.chart Order. Select Forward to label the Y-Axis of your Model Chart from lowest to highest value. Select Reverse to label the Y-Axis of your Model Chart from highest to lowest value. September

232 Managing Your Tracking Model ISAMS Tracking Manager User Guide Section Chart Details Explanation Chart Name/Title. Enter a name used to describe the chart. Ensure that it is still easily identifiable. Chart Code. Edit the code used to identify the chart. Use a more concise term if required, this is displayed in the chart tab. Chart Icon. Select an icon to display in the chart tab. Choose different icons to identify different types of chart, if required. Chart Active. Select Yes to start using the chart. Selecting No makes the chart inactive and you are unable to use it. 4. Select the Chart Properties tab and edit the sections available, as required. These vary according to the Chart Type you have selected in the Chart Details tab. The Chart Properties tab is not available when creating sparkline Model Charts. To edit a Chart Tab Pie Chart: Section Chart Details Pie Chart Render Options Explanation Chart Dimension. Set an image size for your pie chart. Select a lower pixel if you are generating a number of pie charts in the same tab. Show Line Labels. Selecting Yes clearly labels your pie chart, identifying each slice and showing it as a percentage of the total Dataset Element. Line Label Colour. Enter a colour for the lines to your pie chart labels. Pie Slice Margin. Set a margin separating each slice of your pie chart. To edit a Chart Tab Bar Chart: Section Chart Details Bar Chart Render Options Explanation Chart Width. Chart Height. Use the drop down lists available to set the size of your bar chart. Bar Margin. Set a margin separating each bar in your chart. X-Axis Tick Angle. Set the label angle for the X-Axis of your bar chart. 232 September 2012

233 Managing Your Tracking Model To edit a Chart Tab Line Chart: Section Chart Details Line Chart Render Options Explanation Chart Width. Chart Height. Use the drop down lists available to set the size of your line chart. X-Axis Tick Angle. Set the label angle for the X-Axis of your line chart. Y-Axis Min. Set the minimum value for the Y-Axis of your line chart. Bear in mind the values you are plotting on your chart. Y-Axis Max. Set the maximum value for the Y-Axis of your line chart. Y-Axis Ticks. Set the number of values displayed on the Y-Axis of your line chart. 5. Select the Chart Data tab. Use the check boxes available to select the Dataset Element columns you want to include in your chart. Check the box in the header row to select all of the Dataset Element columns displayed. 6. Click Save & Close and return to the Tracking Model screen. 7. Click. Your amended Model Chart is displayed in your Tracking Model. Use the Audit tab to view a history of changes made to the Tracking Folder. Arrange Model Charts Change the order that Model Charts are displayed in your Tracking Model to suit you. Your selections only apply to Model Charts displayed in chart tabs. Sparkline charts are cannot be rearranged. To arrange Model Charts, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Either: Select -or- Select from the Models Sidebar. from the Models Sidebar and click in the top of the window. September

234 Managing Your Tracking Model ISAMS Tracking Manager User Guide The Arrange Charts window is displayed, an example is shown below: 4. Select a Model Chart and use the arrows available to move it up or down the list. 5. Click Save & Close and return to the Tracking Model screen. 6. Click. Delete Model Charts The Model Charts are now displayed in your Tracking Model in the revised order. Remove any Model Charts from your Tracking Model that you no longer require. Choose to: Delete individual Model Charts. Delete Model Charts in bulk. This saves you time when you need to delete a number of Model Charts from your Tracking Model. Delete Individual Model Charts To delete a selected Model Chart, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Either: Select in the Models Sidebar and click in the Model Chart that you want to delete. -or- Right click on the name of the Model Chart you want to delete and select Delete Chart from the menu displayed. You are prompted Are you sure you want to delete this chart from this model? 234 September 2012

235 Managing Your Tracking Model 4. Select Yes and return to the Tracking Model screen. 5. Click. Bulk Delete Model Charts The Model Chart is removed from your Tracking Model. To delete Model Charts in bulk, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Select in the Models Sidebar. The Manage Model Charts window is displayed. 4. Use the check boxes available to select the Model Charts you want to delete. Check the box in the header row to select all of the Model Charts displayed. 5. Use to select Delete Charts. You are prompted Are you sure you want to delete this chart from this model? 6. Select Yes. 7. Click Close Window to return to your Tracking Model. 8. Click. Reset Model Charts Your selected Model Charts are removed from your Tracking Model. Reset Model Charts if you want to remove all the Model Charts in your Tracking Model. None of the Pupil Characteristics or Dataset Elements in your Tracking Model are lost by when you choose to reset Model Charts. This is useful when you have copied a Tracking Model and want to setup new Model Charts for information listed. To reset Model Charts, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Select in the Models Sidebar. You are prompted Are you sure you want to reset the charts on this model? 4. Select Yes. You are prompted The charts on this model have been reset. The model will now reload. 5. Click OK. 6. Click. The Run Model screen is displayed without any Model Charts. September

236 Managing Your Tracking Model ISAMS Tracking Manager User Guide Activate and Disable Model Charts Choose to activate a Model Chart to start using it in your Tracking Model. You can also temporarily disable selected Model Charts to suit you. Disabling a Model Chart blocks the active status until you need it again. Activate Model Charts To activate Model Charts, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Select from the Models Sidebar to display the Manage Model Charts window. Disabled Model Charts are identified by the icon. 4. Use the check boxes available to select the Model Charts you want to activate. Check the box in the header row to select all of the Model Charts displayed. 5. Use to select Activate Charts. You are prompted Are you sure you want to activate this chart from this model? 6. Select Yes. 7. Click Close Window to return to your Tracking Model. 8. Click. Disable Model Charts Your Tracking Model is displayed with the activated Model Charts available to use. To disable Model Charts, follow the steps below: 1. Select the Manage Models tab and double click on the Tracking Folder containing the Tracking Model you want to work with. 2. Double click on your selected Tracking Model. The Run Models screen is displayed for your selected Tracking Model. 3. Select from the Models Sidebar to display the Manage Model Charts window. Active Model Charts are identified by the icon. 4. Use the check boxes available to select the Model Charts you want to disable. Check the box in the header row to select all of the Model Charts displayed. 5. Use to select Disable Charts. You are prompted Are you sure you want to disable this chart from this model? 6. Select Yes. 7. Click Close Window to return to your Tracking Model. 8. Click. 236 September 2012

237 Managing Your Tracking Model Your Tracking Model is displayed without the disabled Model Chart. Quickly disable a selected Model Chart using the right click menu in the header or tab of a selected Model Chart. Select Disable Chart from the menu displayed. September

238 Managing Your Tracking Model ISAMS Tracking Manager User Guide 238 September 2012

239 Importing External Data Into The Tracking Manager Chapter 5: Importing External Data Into The Tracking Manager September

240 Importing External Data Into The Tracking Manager ISAMS Tracking Manager User Guide External Data Tab Overview Use the External Data tab in the Tracking Manager Module to import external data into isams. For example, a teacher can import non-standard assessment results into the Tracking Manager Module. Imported results can then be tracked alongside other compiled data. Also use the functions available to manage imported data. Select the External Data Overview option from the right hand menu to view the External Data Status screen. This screen opens when you first access the External Data tab, it provides an overview of activity in the tab. An example of the External Data Status screen is shown below: Use the options available in the right hand menu to: Import external data into the Tracking Manager Module. See Steps 1-2: Importing External Data, page 241, for more information. Manage data imports. Choose for imported to be active or arrange the order that imported data is listed in the Tracking Manager Module. See Manage Imported Files, page 246, for more information. Archive any external data that is no longer required. Edit the Import Properties of an imported file and select No to Active Import. Inactive files are listed in Archive Data Imports. Export student data. Use this option to export your student results to outside agencies. See Create Student Data Exports, page 251, for more information. 240 September 2012

241 Importing External Data Into The Tracking Manager Manage external data by student. Use this option to view and edit individual student results imported into isams. See View External Data by Student, page 244, for more information. Adjust the subject results which you import. Use this to weight results for selected subjects if the values being imported are above or below expectations. See Add Subject Adjustments, page 243, for more information. Steps 1-2: Importing External Data Import external data into the Tracking Manager Module from a source outside of isams. For example, import results from a non-standard assessment or MidYIS test scores. A wizard is available to help you import external data. To import external data, follow the steps below: 1. Select the External Data tab and select from the right hand menu. You can also import external data from any of the following screens: Active Data Imports. Archive Data Imports. Incomplete Data Imports. 2. Use the drop down list to select the External Data Type that you want to import: 3. Enter the name of the External Data File you want to import. Use the Browse button to help you locate the file, if required. 4. Click Import External Data. Use Reload Wizard to refresh the screen, if required. Step 1 of the Import External Data Wizard is displayed, listing details of the import. 5. Click Next Step to display Step 2 of the wizard. 6. Use to delete any subjects you do not want to import. 7. Use the Subject Match drop down lists available to match the imported Dataset Names with subjects already listed in isams. For example, match a dataset of English with either English Language or English Literature, as required. 8. Edit the default description of each dataset, if required. 9. Click Next Step to display Step 3 of the wizard. See Steps 3-4: Importing External Data, page 242, for more information. Click Restart Wizard at anytime to reset the Import External Data Wizard. September

242 Importing External Data Into The Tracking Manager ISAMS Tracking Manager User Guide Steps 3-4: Importing External Data Use Step 3 of the Import External Data Wizard to match the imported student data with student files already listed in isams. Use Step 4 to setup the properties for your imported file before completing the import. 1. Use the Student Match drop down lists available to match the imported students with students already listed in isams. Type in the student's surname to filter the list of student displayed. 2. Click Save & Reload to save the students as matched. 3. Use to delete any students whose results you do not want to import. 4. Click Next Step to display Step 4 of the wizard. 5. Complete the sections available, as required: Section Data Import Details Import Display Data Import Adjustment Import Date Range Explanation Import Name. Change the name used to describe the imported file. The file is listed under this name in the module, ensure that it is easily identifiable. Import Code. Change the code used to identify the imported file. Use a more concise term if required, this is displayed in your Tracking Model. Import Description. Enter a brief description of your imported file. This is displayed in the appropriate Data Import option (Active, Archive or Incomplete) in the External Data tab. Select Yes to start using the imported file. Active files are listed in Active Data Imports. Selecting No marks the file as inactive. Inactive files are listed in Archive Data Imports. Select a Subject Adjustment from the drop down list to apply to the imported file, this is optional. The weight values in the selected Subject Adjustment are applied to your imported file. This causes the data in the imported file to be devalued or revalued. Use this if the results you are importing have been marked higher or lower than expected. This section is optional. Select a date range for the imported file to be added to Tracking Models. You can only add the imported file between these dates. 6. Click Import Data. Your imported file is listed in the appropriate Data Import option in the External Data tab. You can now add the imported file to your Tracking Model. See Stage 1: Add External Data, page 164, for more information. Click Restart Wizard at anytime to reset the Import External Data Wizard. 242 September 2012

243 Importing External Data Into The Tracking Manager Add Subject Adjustments Use the Subject Adjustments options in the External Data tab to set weighting values for selected subjects. Apply weighting values to the results you import into isams is optional. Use this if the results you are importing have been marked higher or lower than expected. For example, add a high weighting value to English to devalue the imported grades. The high weighting value causes the results displayed in your Tracking Models to adjust to a lower grade. To create a Subject Adjustment, follow the steps below: 1. Select the External Data tab and click the Subject Adjustment option in the right hand column. The Subject Adjustments screen is displayed. An example is shown below: 2. Click in the top left of the screen. September

244 Importing External Data Into The Tracking Manager ISAMS Tracking Manager User Guide The Create Adjustment window is displayed. An example is shown below: 3. Enter a clear and concise name for your Subject Adjustment. This is displayed when you select to apply a Subject Adjustment to a Data Import. 4. Scroll through the subjects displayed to locate the subject you want to adjust. 5. Enter a value in your selected subject. A value between 1.0 and 2.0 pulls the values in the imported data down. A value between 0 and 0.9 pulls the values in the imported data up. The default value of 1.0 leaves the values in the imported data unchanged. 6. Click Save & Close. The Subject Adjustment is displayed in the Subject Adjustment screen. You can now apply the Subject Adjustment to Active Data Imports, as required. View External Data by Student You can choose to adjust results in Excel before you import them, if required. This negates to use of Subject Adjustments. Use the External Data by Student option to view individual student results imported into isams. Choose to edit or delete the results displayed. This is useful if you need to adjust results to be used in your Tracking Models. Be aware that adjusting or deleting data that is in use may alter your Tracking Models. Selecting the External Data by Student option displays the External Data by Pupil screen. 244 September 2012

245 Importing External Data Into The Tracking Manager An example of the External Data by Pupil screen is shown below: To view individual student results, follow the steps below: 1. Select the External Data tab. 2. Select from the right hand menu. The External Data by Pupil screen is displayed. 3. Use the filters available to display a selection of students. Your selection is displayed to the left of the screen. 4. Click on your selected student to display all of their active imported datasets and the results associated with them. Your selection is displayed to the right of the screen. Scroll down the list to find the most recently imported datasets. The icon indicates that the results of the dataset are in use in your Tracking Models. You can now either edit or delete the results displayed. Edit the originally imported results if you want to adjust the grades or marks used in your Tracking Models. September

246 Importing External Data Into The Tracking Manager ISAMS Tracking Manager User Guide 5. Either: Click in your selected dataset to edit results. The Edit Aspect Result window is displayed. Enter a new result and click Save & Close. The adjusted result is displayed in the Result column. The original result is listed in the Original column. -or- Click Manage Data Imports Manage Imported Files in your selected dataset to delete results. You are prompted Are you sure you want to delete this result? Select Yes. The dataset is removed from the Tracking Manager Module. The external data you import into the Tracking Manager Module is listed in the External Data tab. Imported files are listed in one of three options, depending on the status of the file: Active Data Imports. All imported files marked active are listed here. Archive Data Imports. All imported files marked inactive are listed here. Incomplete Data Imports. Files are listed here if they have been imported without datasets or students. Use the functions available in these options to: Import new files. See Steps 1-2: Importing External Data, page 242, for more information. Edit Import Properties and Import Options for a selected file (see below). Amend details of incomplete files. See Amend Incomplete Files, page 248, for more information. Change the order that imported files are listed in the Tracking Manager Module. See Arrange Imported Files, page 248, for more information. Delete imported files from the Tracking Manager Module. See Delete Imported Files, page 249, for more information. Edit Imported Files To edit the Import Properties or Import Options of a file, follow the steps below: 1. Select the External Data tab. 2. Select the appropriate option from the right hand menu. Either: -or- -or- 3. Click in your selected file. 246 September 2012

247 Importing External Data Into The Tracking Manager The Edit Data Import window is displayed. An example is shown below: 4. Select the Import Properties tab and edit the sections available, as required: Section Data Import Details Import Display Explanation Import Name. Change the name used to describe the imported file. The file is listed under this name in the module, ensure that it is easily identifiable. Import Code. Change the code used to identify the imported file. Use a more concise term if required, this is displayed in your Tracking Model. Import Description. Enter a brief description of your imported file. This is displayed in the appropriate Data Import option (Active, Archive or Incomplete) in the External Data tab. Select Yes to start using the imported file. Active files are listed in Active Data Imports. Selecting No marks the file as inactive. Inactive files are listed in Archive Data Imports. 5. Select the Import Options tab and edit the sections available, as required: Section Data Import Adjustment Import Date Range Explanation Select a Subject Adjustment from the drop down list to apply to the imported file, this is optional. The weight values in the selected Subject Adjustment are applied to your imported file. This causes the data in the imported file to be devalued or revalued. Use this if the results you are importing have been marked higher or lower than expected. This section is optional. Select a date range for the imported file to be added to Tracking Models. You can only add the imported file between these dates. September

248 Importing External Data Into The Tracking Manager ISAMS Tracking Manager User Guide 6. Click Save & Close. Amend Incomplete Files The amended file is displayed in the module. Use the Audit tab to view a history of changes made to the imported file. Amend the data within imported files which are listed as incomplete. An external data import may not be complete if imported Dataset Names have not been matched to subjects or imported students have not been matched with students already listed in isams. To amend an incomplete file, follow the steps below: 1. Select the External Data tab. 2. Select from the right hand menu. 3. Click in your selected file. Step 2 of the Import External Data Wizard is displayed. 4. Use to delete any subjects you do not want to import. 5. Use the Subject Match drop down lists available to match the imported Dataset Names with subjects already listed in isams. For example, match a dataset of English with either English Language or English Literature, as required. 6. Edit the default description of each dataset, if required. 7. Click Next Step to display Step 3 of the wizard. See Steps 3-4: Importing External Data, page 242, for more information. Arrange Imported Files Change the order that imported files are displayed in the Tracking Manager Module to suit you. For example, move the most used or most recent files to the top of the list. This saves time when you are selecting files to add your Tracking Model. This function is available in each of the Data Import options, arranging files changes the list of files in your selected option. To arrange imported files, follow the steps below: 1. Select the External Data tab. 2. Select the appropriate option from the right hand menu. Either: -or- -or- 3. Click at the top of the screen. 248 September 2012

249 Importing External Data Into The Tracking Manager The Arrange... Data Imports window is displayed. An example is shown below: 4. Select an imported file and use the arrows available to move it up or down the list. 5. Click Save & Close. 6. Click. The imported files are now displayed in your Tracking Model in the revised order. Delete Imported Files Remove any imported files from your Tracking Model that you no longer require. Choose to: Delete individual imported files. Delete imported files in bulk. This saves you time when you need to delete a number of imported files from the Tracking Manager Module. Delete Individual Imported Files To delete a selected file, follow the steps below: 1. Select the External Data tab. 2. Select the appropriate option from the right hand menu. Either: -or- -or- 3. Click in your selected file. You are prompted Are you sure you want to delete this import? 4. Select Yes. The file is removed from the Tracking Manager Module. September

250 Importing External Data Into The Tracking Manager ISAMS Tracking Manager User Guide Bulk Delete Imported Files To delete files in bulk, follow the steps below: 1. Select the External Data tab. 2. Select the appropriate option from the right hand menu. Either: -or- -or- 3. Select the appropriate button from the top of the screen. Either: -or- -or- You are prompted Are you sure you want to delete all the incomplete data imports? 4. Select Yes. All the files from your selected option are removed from the Tracking Manager Module. Manage Subject Adjustments Edit Subject Adjustments Choose to edit Subject Adjustments if you want to change the name of the Subject Adjustment or change the weighting values listed for subjects. To edit a Subject Adjustment, follow the steps below: 1. Select the External Data tab and click the Subject Adjustment option in the right hand column. The Subject Adjustments screen is displayed. 2. Click in the Subject Adjustment you want to edit. The Edit Adjustment window is displayed. 3. Edit the name of the Subject Adjustment, if required. Enter a clear and concise name for your Subject Adjustment. This is displayed when you select to apply a Subject Adjustment to a Data Import. 4. Scroll through the subjects displayed to locate the subject you want to adjust. 5. Enter a value in your selected subject. A value between 1.0 and 2.0 pulls the values in the imported data down. A value between 0 and 0.9 pulls the values in the imported data up. The default value of 1.0 leaves the values in the imported data unchanged. 6. Click Save & Close. The edited Subject Adjustment is displayed in the Subject Adjustment screen. 250 September 2012

251 Importing External Data Into The Tracking Manager Delete Subject Adjustments Remove any Subject Adjustments from the Tracking Manager Module that you no longer require. Be aware that deleting Subject Adjustments that you have used changes the results displayed in your Tracking Models. To delete a Subject Adjustment, follow the steps below: 1. Select the External Data tab and click the Subject Adjustment option in the right hand column. The Subject Adjustments screen is displayed. 2. Click in the Subject Adjustment you want to delete. You are prompted Are you sure you want to delete this adjustment? 3. Select Yes. Student Data Exports Create Student Data Exports The Subject Adjustment is removed from the module. Export test results for groups of students from the Tracking Manager Module into other formats. Use this to export assessment results, such as MidYIS results to an Excel spreadsheet. This information can then be passed to outside agencies, as required. To create a Student Data Export file, follow the steps below: 1. Select the External Data tab. 2. Either: Click -or- Select the in the right hand menu. in the right hand menu and click at the top of the screen. September

252 Importing External Data Into The Tracking Manager ISAMS Tracking Manager User Guide The Create Data Export window is displayed. An example is shown below: 2. Enter a name for the Student Data Export file. Use a clear and concise name, this is displayed in the Tracking Manager Module and the file you export. 3. Use the drop down lists in the Export Type section to: Select the Export Type. Select the group of students that you want to include in the export file. 4. Click Save & Close. Run Student Data Export The Student Data Export file is now listed in the Manage Student Exports screen. You are now ready to export the data. See Run Student Data Export, page 252, for more information. Once you have created a Student Data Export file you can export it as a.zip file. To export your Student Data Export file, follow the steps below: 1. Select the External Data tab and click in the right hand menu. 2. Click in your selected file. You are prompted Do you want to open or save...zip...? 3. Open or Save the file as you require. The file is exported as.zip file If you have selected to save the file, you are prompted when the download is complete. 252 September 2012

253 Importing External Data Into The Tracking Manager Manage Student Data Exports Use the Manage Students Export option in the External Data tab to: Export Student Data Export files. Export your selected file as a.zip file. See Run Student Data Export, page 252, for more information. Edit the properties of Student Data Export files. Change the name of the file or select a different group of students to include in the export file. See below for more information. Delete Student Data Export files. Remove files from the module that you no longer require. See Delete Student Data Exports, page 254, for more information. Edit Student Data Export Files To edit the properties of a Student Data Export file, follow the steps below: 1. Select the External Data tab and click in the right hand menu. 2. Click in your selected file. The Edit Data Export window is displayed. An example is shown below: 3. Enter a name for the Student Data Export file. Use a clear and concise name, this is displayed in the Tracking Manager Module and the file you export. 4. Use the drop down lists in the Export Type section to: Select the Export Type. Select the group of students that you want to include in the export. 5. Click Save & Close. The amended Student Data Export file is now listed in the Manage Student Exports screen. Use the Audit tab to view a history of changes made to the Student Data Export file. September

254 Importing External Data Into The Tracking Manager ISAMS Tracking Manager User Guide Delete Student Data Exports Choose to delete Student Data Export files either individually and in bulk. To delete Student Data Export files, follow the steps below: 1. Select the External Data tab and click in the right hand menu. 2. Either: Click in your selected file. You are prompted Are you sure you want to delete this export? -or- Click at the top of the screen. You are prompted Are you sure you want to delete all the exports? 3. Select Yes. Your selected file or files are removed from the Tracking Manager Module. 254 September 2012

255 Tracking Manager Audit Log Chapter 6: Tracking Manager Audit Log September

256 Tracking Manager Audit Log ISAMS Tracking Manager User Guide Logging Overview in Tracking Manager Use the Logging tab to view all entries and amendments made in the Tracking Manager Module. This provides a useful audit trail helping you to track changes that have been made to different parts of the module. When you first open the Logging tab, the Logging Status screen is displayed. An example of the Logging Status screen is shown below: The Logging Status screen indicates the current status of the isams server and provides an overview of entries which have been made in the module. The sections in the Logging Status screen are explained below: Section Current Server Status Logging & Error Overview Module Audit Explanation The status of the isams server is indicated here. Contact the Help Desk if the message displayed indicates that the server is not working correctly. A breakdown of the number of entries made to different parts of the module is displayed. This is a useful overview to see where changes have been made in the module. The most recent entries in the module are listed. This is useful for an 'at-a-glance' audit, the username, date and time of the entry are listed. Click on a username to display the User Information window and contact the user directly from the screen. 256 September 2012

257 Tracking Manager Audit Log Model Auditing Use the right hand audit menu to see more detailed audit information for each part of the module. The number displayed in brackets is the number of entries in the audit. Entries are logged as an Update, Add or Delete action. Some basic details of the entry are listed, such as the area of the module the action was made and the user who made the entry. The audits available in the right hand menu are listed according to the tab they relate to: Model Auditing. For example, changes to Tracking Models and Model Charts. See Model Auditing, page 257, for more information. External Data Auditing. For example, all changes made to imported files are listed. See External Data Auditing, page 258, for more information. Configuration Auditing. For example, updates to style sheets and new Sorting Objects. See Configuration Auditing, page 259, for more information. The audits listed under Model Auditing in the Logging tab help you keep a log of entries made in the Manage Models tab. An example of a Model Auditing screen is shown below: September

258 Tracking Manager Audit Log ISAMS Tracking Manager User Guide The audits available under Model Auditing are explained below: Audit Use to view and print an audit of changes made to... Tracking Folders. All additions and amendments to Tracking Folders are listed. All deleted Tracking Models are also listed here. Tracking Models. All additions and amendments relating to the setup of Tracking Models are listed here. All deleted Tracking Models are listed in the Folder Structure Audit. Running your Tracking Models. All amendments to columns within your Tracking Models are listed here. Amendments to Model Charts are also listed. External Data Auditing The audits listed under External Data Auditing in the Logging tab help you keep a log of entries made in the External Data tab. An example of an External Data Auditing screen is shown below: 258 September 2012

259 Tracking Manager Audit Log The audits available under External Data Auditing are explained below: Audit Use to view and print an audit of... Imported files uploaded to isams. Changes made to imported files. Changes made in the Subject Adjustments option. Changes made in the Student Data Exports options. Configuration Auditing The audits listed under Configuration Auditing in the Logging tab help you keep a log of entries made in the Configuration tab. An example of a Configuration Auditing screen is shown below: September

260 Tracking Manager Audit Log ISAMS Tracking Manager User Guide The audits available under Model Auditing are explained below: Audit Use to view and print an audit of... Changes made in the Module Configuration options in the Configuration tab. For example, enabling the use of Reporting Data in the module is logged here. Changes made in the Tracking Objects options in the Configuration tab. For example, copying and editing a Style Object is listed here. Changes made to Tracking Model defaults. Changes made to Style Sheet Options in the Configuration tab. Changes made to the installation of the module. If the module has been re-installed it is listed here. 260 September 2012

261 Index Index A audit , 257, 259, 261, 262 B backup of configuration settings37, 59, 78, 98, 110, 118 C calculated column create manage226, 228, 230, 231, 232, 233, 234 chart create manage , 238, 239, 240, 241 component harness configuration... 2, 3, 5 D dataset change marks to grades.. 22, 68, 70, 81 change the colour display13, 15, 30, 32, 39 change the order of... 19, 39, 49, 51 change the values displayed26, 86, 88, 101 dataset column, manage arrange copy delete , 223 edit , 217, 218, 224 hide dataset styles style logic, add style logic, manage... 30, 43, 46, 47 tracking style, add... 30, 32 tracking style, manage34, 36, 37, 38, 39 display change the colour display of datasets 30 style sheets E export configuration settings37, 59, 78, 98, 110, 118 results , 255, 256, 257 tracking folder external data import , 244, 245, 246 manage files , 251, 252 view student results external dataset add , 187 external exam dataset add , 171, 173 F folder manage , 127, 129, 130, 131 setup , 124 G grading datasets elements, add elements, manage... 82, 83, 84 objects, manage.. 73, 74, 77, 78, 79, 80 objects, setup... 22, 68, 70 H history of changes 202, 257, 259, 261, 262 I import configuration settings38, 60, 79, 99, 111, 118 data into tracking manager242, 244, 245, 246 internal exam dataset add , 179, 182 L logging , 257, 259, 261, 262 M mark book dataset September

262 Index ISAMS Tracking Manager User Guide add , 163, 165 model O copy, download or print display preferences , 122 manage , 139, 145, 146 running a tracking model , 150 setting default features107, 109, 110, 111 setup , 133 styling , 112, 114, 117, 118 ordering datasets... 19, 49 P preferences , 122 problem solving pupil R add pupil details to a tracking model 203 manage pupil details205, 208, 209, 210, 213, 214 re-install the module import configuration settings12, 38, 60, 79, 99, 111, 118 reporting dataset S add , 156, 157 setting up the module... 2, 3, 5 sorting datasets elements, add elements, manage... 64, 65, 66 objects, manage... 55, 58, 59, 60, 61 objects, setup... 19, 49, 51, 62 student style add pupil details to a tracking model 203 manage pupil details205, 208, 209, 210, 213, 214 tracking style style logic... 30, 39 style sheets add , 112 manage , 117, 118 subject adjustments , 254 T tracking model run setup , 133 tracking styles add... 30, 32 manage... 34, 36, 37, 38, 39 style logic, add style logic, manage... 43, 46, 47 transpose datasets elements, add elements, manage , 104, 105 objects, manage73, 92, 93, 97, 98, 99, 100 objects, setup... 26, 86, 88, 101 trouble shooting W wizards... 13, 15, 19, 22, September 2012

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