How to manually update Year and Tutor groups
This guide will explain how to manually update Year and Tutor groups.
If your school’s Class Charts account is not linked to your school’s MIS, you can still update Year and Tutor groups for a new academic year. There are two ways to achieve this:
Please note: We recommend archiving any pupils that will be leaving the school, so that their groups are not updated.
Update year and tutor groups for all pupils
To update year groups and tutor groups for all pupils in your school, click on the Pupils tab along the top of the page.
You will be presented with a list of pupils that are currently enrolled in your school. Click on the button labelled Increment year group by 1.
A popup warning will appear, asking you to confirm your choice. Click on the OK button to continue.
Once processed, every year and tutor group that uses a numeric identifier will be updated by one academic year.
Update year and tutor groups for specific pupils
To update year and tutor groups for the pupils of your choice, click on the Pupils tab along the top of the page.
You will be presented with a list of pupils who are currently enrolled in your school. Click on the button labelled Add pupils.
The Import pupils page will appear. Click on the button labelled Upload Excel spreadsheet.
The Upload Excel spreadsheet popup will appear. You will need to prepare an Excel spreadsheet which contains the following information for each pupil that you want to update:
- Pupil ID
- First Name
- Last Name
- Year Group (Use the pupil’s new year group)
- Tutor Group (Use the pupil’s new tutor group
Select the spreadsheet of your choice via the Choose file button and click on the Import button.
A preview of the spreadsheet upload will appear. If everything seems correct, click on the Submit button to proceed with the upload.
A confirmation popup will appear. Confirm the School name, and click on the OK button to continue. Your school’s name can be found in the System settings section of the School Settings page.
If the data on the import page is valid, clicking on the OK button will redirect you to the a summary of the successful import. The displayed pupils will now be assigned to the year and tutor groups that you specified.
