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How to: Create Student Group
Updated over a week ago

Student Groups are built directly within August Schools are a saved subset of the student population, i.e. Students with a Peanut Allergy. These groups allow you and other staff to save time by easily accessing and exporting data for these students.

Groups are created with student filters (allergies, conditions, school, grade, etc.) and any modifications to the student record will add or remove them to the group. For example, when you create a group of students with a peanut allergy you do not need to manually add new students marked with a peanut allergy; the system will add the student for you!

Creating Student Group

  1. Navigate to Students >> Roster.

  2. Filter for desired students with the filter funnels on the column(s).

  3. Click "Create student group."

  4. Set the properties of the group:

    1. Group Name: give the group a specific name that will be recognizable when searching for it later (on encounters, screenings, queries, etc.)

    2. Description for this group: an internal description associated with this group.

    3. Visible to roles: select the roles that should see this group; if no roles are selected, the group will only be visible to you.

    4. Visible to everyone: this can be used for groups that should be visible/accessible by all users in the platform.
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  5. Click "Confirm" and the group is created! You can access groups via Students >> Groups, or when creating encounters, enrollment batches, etc.
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Favoriting groups will allow you to easily find them later! You can favorite groups by selecting the heart in the upper right-hand corner of the group.

Favoriting only for yourself: click on the heart

Favoriting for everyone with the same role: check the box "Favorite for [[Role]]"
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Questions or Concerns?

Please do not hesitate to reach out to the August Schools Support Team at via live chat with the "Help" icon or via email at [email protected].

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