KB856923 | HOW TO: Create, Edit or Delete a Summary Assessment

KB856923 | HOW TO: Create, Edit or Delete a Summary Assessment




This lesson will guide you through creating, editing, or deleting a Summary Assessment / Demographic. This is useful for creating a location for entering and tracking scores or demographic information. For example, Oral Language Development scores, Writing score data (Rubric scores, Accuracy, Comprehension Level, and so on), etc. The steps for creating a summary assessment or demographic are the same.

Where to Start


1. Click the Assessments tab.

2. Under General, click Create a New Summary Assessment or Create a New Demographic.


The more specific you get in this area, the easier it will be to find your assessment or demographic later using filters.

1. Enter a Title.

2. It is optional to enter a Description. The description will not tie to filters but can contain any information you find helpful.

3. It is also optional to enter the First Date Administered.

4.To help with filtering, select  Subject, Scopes, and Grade Levels.

5. Click Save.

To edit this info at any time, simply click Information.


This is where you will add one column per score type. Note that you can come back to this step numerous times.

Adding or Creating Columns

1. Click + Add a New Column.

2. Enter the Column Name that will help you and/or others understand what type of scores are in the column.

  •   Date allows a drop down calendar to pick the date.
  •   Number allows a numerical value to be entered.  This field helps in filtering a custom report to use integers or greater than/less than options, applying performance bands, and adding calculations.
  •   Text allows any number/letter combination as well as complete sentences.
  •   Boolean allows for T/F drop down entry.  In custom reporting this allows filtering for "Is true or Is false."

3. Pick the Column Type that best describes the type of data you want to enter in the column.

4. After you have completed the above steps as many times as needed, click Save.


Managing and Editing Columns

  • To edit existing columns, click Columns. You can only change the label or name of a column and its Column Value, if applicable. To change the Column Type, you need to delete the column and add a new one.
  • To add columns, click + Add a New Column.
  • To change the position of the columns, use the arrow to"drag and drop" a column in a different location.
  • To delete a column, click the trash can.
  • When you are finished, click Save.

You may return to this screen at a later time if needed, and as many separate times as you need to enter or edit your student's results.

1. Click Responses, then Enter/Edit. Depending on your role, you may need to select from the drop down menus to filter for select students,then click Find Students.


2. Once on this screen, note a few options:

  • The + icon allows you to add an additional line for data entry on this student.
  • To delete the record of information for the student, select the trash can icon.

There are three ways to enter/edit student data from this point.

Enter Data by Grid


Enter Responses by Grid- Enter student responses in an Excel-like format. You can type scores directly into the columns corresponding to a student and use Excel features like tab, enter, etc. to continue entering scores.

Enter Data by Column

Enter Data by Column

Enter Responses by Column- Enter student responses one question at a time for a whole class, section, etc. Note the Filldown feature at the top of the page.

Enter Data by Student

Enter Data by Student

Enter Responses by Student- Enter a whole assessment's worth of responses for one student at a time. Note the Filldown feature at the top of the page.

Delete a Summary Assessment or Demographic

As the author, you can delete or remove an assessment from your account:

  • To delete, click List Assessments from the Assessments tab. Find the assessment you would like to delete and click on the check box (1) to the left the assessment/demographic.
  • Once the box has been checked, scroll down to the bottom of the page and click on the Edit dropdown menu to select Delete (2).
  • Click Submit (3) to confirm your task. This will delete the summary assessment and/or demographic and all associated data.

CAUTION: It will also remove and delete the assessment and its data with other users you have shared this assessment with.

Created by Illuminate

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