Update attendance, observations, and goals

Attendance

You can update attendance from the intervention overview or intervention details page.

To update attendance from the intervention overview page: 

1. From the Attendance tile on the intervention details page, select Review details. 

2. If needed, use the page Filters to select students by name, ID, status, or grade level, and to set the desired date view. 

3. Toggle the Summary option to review totals for present, tardy, and absent for each student and day.

4. To bulk-update attendance:

   1. Select one or more students.

   2. Click Set attendance.

   3. Choose the attendance type, time attended, and applicable dates.

   4. Click Save.

5. To update attendance by student and date:

   1. Select the appropriate grid cell. 

   2. Select the attendance type Present, Tardy, or Absent.

   3. To add time attended, select Time (minutes) from the drop-down in the upper right corner.

      1. Double-click the appropriate grid cell. 

      2. Enter the time attended.

      3. Click outside the grid cell or select Enter on your keyboard to commit the time attended.

To update attendance from the intervention details page:

1. In the Selected Meeting section of the intervention details page, navigate to the Attendance tab.

2. Select a meeting date.

3. Enter the attendance for one or more students.  

   1. To record attendance for an individual student:

      1. Select an attendance status icon to indicate if the student was present (checkmark icon), tardy (clock icon), or absent (minus icon).

      2. If needed, enter the number of minutes the student attended the meeting.

   2. To record attendance for multiple students:

      1. Select the students, choose Bulk options, and then choose Set Attendance or Add Time Attended.

      2. Select the attendance status or enter the number of minutes the selected students attended the meeting.

Observations

1. In the Selected Meeting section, navigate to the Observations tab.

2. Select a meeting date.

3. Choose an Observations label for each student to record the student's progress for the meeting. Alternatively, select multiple students, choose Bulk options, and then choose Set Observations.

Goals

1. In the Selected Meeting section, navigate to the Goals tab.

2. Select a meeting date.

3. Enter goal scores for one or more students.

   1. To add scores for individual students, enter a Score value for the student.

   2. To add scores for multiple students, select the students, choose Bulk options, and then choose Add Goal Score.

      1. Select a Goal and enter a Score value for all selected students.

   3. Review the score values and click Add Goal Scores.

4. Alternatively, retrieve assessment, attendance, and behavior scores for all applicable students.

   Retrieved scores will overwrite existing score values for the selected goal and day.

   1. Click Retrieve Data.

   2. Choose a Goal.

   3. To retrieve assessment data:

      1. Set the Data Type to Assessment. 

      2. Choose a School Year.

      3. Select the Assessment Source, Assessment Subject, Assessment Name., and then Score Type.

   4. To retrieve attendance data:

      1. Set the Data Type to Attendance. 

      2. Select the Attendance Type, Time Frame, Dataset, and then Score Calculation.

   5. To retrieve behavior data:

      1. Set the Data Type to Behavior. 

      2. To retrieve behavior action data:

         1. Set the Behavior Type to Actions.

         2. Select one or more Action Types.

         3. Select the Time Frame, Dataset, and then Score Calculation.

      3. To retrieve behavior incidents data:

         1. Set the Behavior Type to Incidents.

         2. Select one or more Incident Types.

         3. Select the Time Frame, and then Score Calculation.

   6. In the Data Preview panel, review the score values and choose Retrieve Data.

5. To refresh the scores for the meeting date, click Refresh Data. This updates the scores based on the plan’s goal configuration or the settings used to retrieve goal data.