Like a class in the real world, a Class is a group of individuals with a shared experience, like students who learn together over an academic term under the supervision of one instructor, or teachers at a specific school. Each Class has a Roster, which is a list of at least 10 participants associated with the Class. Each participant is identified by a Roster ID that is usually a school email address. Each Class is assigned a unique participation code so that participants can access the survey and each Class gets its own actionable Class Report that is specific to those participants’ experiences.
☝ What should I name my Class? The name you select for a Class should be descriptive of the Class and/or Class Lead. It will be used in email invitations if you add a Class Lead, to label Class reports, and will appear in Community reports. The name will not appear on the student survey. PERTS recommends names like: “Sanchez, English 1, P1” or “Sanchez, 1st Period” rather than names like “PERTS Survey” or “Math All Stars.”
Setting up a Class is simple and users are prompted to complete action steps in the program. Here’s a summary:
When creating a Class, a Class Lead must be assigned. A Class can be assigned more than one Lead.
Each Class must include a student Roster. A Roster can be populated several ways, including before participants take the survey or as participants take the survey. In any case, we strongly recommend applying a Roster ID Rule.
A survey schedule must be set for each Class. A survey schedule can be set for all Classes in a Community at one time.
A Class can be grouped into as many as 5 Communities.
Select the Community you’d like to work with
Click Classes in the left navigation bar
Click Add Class
Enter a Class name and select a Class Lead, then click Add Class to save
Community Leads and Class Leads can edit a Class name.
From the Classes tab, click the pencil next the Class name
Make the edit and click the ✓
In order to be a Class Lead, the individual must already be a Community Member. Follow the steps below to add or remove a Class Lead.
From the Classes tab, select the Class(es) whose Leads you’d like to change by clicking the box next to the Class name
Click Edit Class Leads
A list of all Community Members will appear, select those you’d like to designate as Class Lead.
Click Save Changes to # Class
The total number of Class Leads and their email address or name will appear in the Class card, just below the Class name.
Community Leads and Class Leads can add a Class to a Community.
From the Classes tab, select the Class(es) by clicking the box next to their name
Click Edit Communities
Select the Communities you’d like to add the Class(es) to
Confirm addition by clicking Save Changes to # Class(es)
Community Leads and Class Leads can remove a Class from a Community.
From the Classes tab, select the Class(es) by clicking the box next to their name
Click Edit Communities
Deselect the Communities you’d like to remove the Class from
Confirm removal by clicking Save Changes to # Class(es)
Community Leads and Class Leads can delete a Class.
From the Classes tab, select the Class(es) by clicking the box next to their name
Click Delete
Confirm removal by clicking Remove # Class(es)
Note: This will delete a Class. If you’d only like to remove a class from a Community, please see the instructions above.
