A Roster is a list of survey participants for a Class/Group. Each participant is represented by a unique identifier that is determined by the Sign-On Type selected (usually it’s a school email address). A Roster is necessary so that changes in participants’ experiences can be tracked over time. A Roster can be accessed and updated only by the Class/Group Lead(s) and by Community Leads of the Communities to which that Class/Group belongs.
Leads can populate a Roster by following the instructions below. They can also opt to populate the Roster as participants complete the survey by keeping the Roster unlocked.
☝Use email addresses in Rosters. PERTS strongly recommends using school email addresses in Rosters. Ensure you select the appropriate Sign-On Type and set a Sign-On Rule to facilitate survey access and maintain precise Rosters.
From the Classes/Groups tab, locate the Class/Group you would like to edit and click Students/Participants on the right
Click + Add Students/Participants or Batch Edit
Enter or copy and paste a list of unique identifiers, corresponding to the Sign-On Type, into the text box. Each identifier must be in a new row or line and can be copied directly from Excel, Google Sheets, or a CSV file.
Click Save & Lock Roster to prevent individuals from accessing the survey if they are not on the Roster
Click Save Roster to keep the Roster unlocked and allow individuals to add themselves to the Roster as they access the survey
Note: By default, Rosters are “unlocked,” meaning anyone with the participation code can access the survey. When they do, the identifier used is added to the Roster and “yes” appears in the “Added by student/participant” column in the Roster. We strongly recommend enabling a Sign-On Rule to prevent unwanted access or typos and/or locking your Roster if it is complete.
From the Classes/Groups tab, locate the Class/Group you would like to edit and click Students/Participants on the right
Click the box next to the participant(s) you’d like to remove. To select all, click the box above the list
Click Remove Students/Participants
Confirm the correct number of participants will be removed
Click Remove # Students/Participants
From the Classes/Groups tab, locate the Class/Group you would like to edit and click Students/Participants on the right
Click the pencil next to the identifier you would like to edit
Make the edit and click the ✓
