A Roster is a list of survey participants for a Class. Each participant is identified by a Roster ID that is usually a school email address. A Roster is needed so that reported changes in participants’ experiences can be tracked over time. A Roster can be accessed and updated only by the Class Lead(s) of that Class and by Community Leads of the Communities to which that Class belongs.
Leads can pre-populate a Class’ Roster by following the instructions below. They can also opt to populate the Roster as participants complete the survey for the first time by keeping the Roster unlocked.
☝Use school email addresses Roster IDs. PERTS strongly recommends that you use school email addresses as Roster IDs. This will make it easy for participants to remember their Roster ID and it will prevent ID collisions (where two participants inadvertently use the same ID, resulting in their responses overwriting each other).
From the Classes tab, locate the Class 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 Roster IDs into the text box, with each Roster ID in a new row or line. Roster IDs can be copied from Excel, Google Sheets, or a CSV file
Click Save Roster
☝By default, Rosters are “unlocked,” meaning a Roster ID that is not on a Class Roster can still be used to access the survey and if/when it is, the Roster ID is added to the Class Roster. We strongly recommend adding a Roster ID rule to prevent unwanted Roster IDs and/or locking your Roster if it is complete.
From the Classes tab, locate the Class you would like to edit and click Students/Participants on the right
Click the box next to the Roster IDs you’d like to remove. To select all Roster IDs, click the box above all Roster IDs
Click Remove Students/Participants
Confirm the correct number of IDs will be removed
Click Remove # Students/Participants from Roster
From the Classes tab, locate the Class you would like to edit and click Students/Participants on the right
Click the pencil next to the Roster ID you’d like to edit
Make the edit and click the ✓
