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What is a Class and how do I set up Classes?

Like a class in the real world, a Class is a group of students who learn together over an academic term, usually under the supervision of one instructor (or a few instructors if it's a co-taught class). Each Class has a Roster, which is a list of at least 10 students associated with the Class. Each student is identified by a Roster ID that is usually a school email address. Each Class gets its own actionable Class Report that is specific to those students’ 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.”

How do I Set Up a Class?

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 students take the survey or as students take the survey.

  • 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.  

How do I create a Class in a Community?
  1. Sign in

  2. Select the Community you’d like to work with

  3. Click Classes in the left navigation bar

  4. Click Add Class

  5. Enter a Class name and select a Class Lead, then click Add Class to save

How do I edit a Class name?

Community Leads and Class Leads can edit a Class name.

  1. Sign in

  2. From the Classes tab, click the pencil next the Class name 

  3. Make the edit and click the ✓

How do I Add or Remove a Class Lead?

In order to be a Class Lead, the educator must already be a Community Member. Follow the steps below to add or remove a Class Lead

  1. Sign in

  2. From the Classes tab, select the Class(es) whose Leads you’d like to change by clicking the box next to the Class name

  3. Click Edit Class Leads

  4. A list of all Community Members will appear, select those you’d like to designate as Class Lead.

  5. Click Save Changes to # Class

  6. The total number of Class Leads and their email address or name will appear in the Class card, just below the Class name.

How do I add a Class(es) to a Community?

Community Leads and Class Leads can add a Class to a Community.

  1. Sign in

  2. From the Classes tab, select the Class(es) by clicking the box next to their name

  3. Click Edit Communities

  4. Select the Communities you’d like to add the Class(es) to

  5. Confirm addition by clicking Save Changes to # Class(es)

How do I remove a Class(es) from a Community?

Community Leads and Class Leads can remove a Class from a Community.

  1. Sign in

  2. From the Classes tab, select the Class(es) by clicking the box next to their name

  3. Click Edit Communities

  4. Deselect the Communities you’d like to remove the Class from

  5. Confirm removal by clicking Save Changes to # Class(es)

How do I delete a Class(es)?

Community Leads and Class Leads can delete a Class.

  1. Sign in

  2. From the Classes tab, select the Class(es) by clicking the box next to their name

  3. Click Delete

  4. 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.

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