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 a Student Group from the Student Roster
Creating a Student Group from the Student Roster
Navigate to Students >> Roster.
Filter for desired students with the filter funnels on the column(s).
Click "Create student group."
Set the properties of the group:
Group Name: give the group a specific name that will be recognizable when searching for it later (on encounters, screenings, queries, etc.)
Description for this group: an internal description associated with this group.
Visible to roles: select the roles that should see this group; if no roles are selected, the group will only be visible to you.
Visible to everyone: this can be used for groups that should be visible/accessible by all users in the platform.
Click "Confirm" and the group is created! You can access groups via Students >> Groups, or when creating encounters, enrollment batches, etc.
Creating a Student Group from an Student August Query
Creating a Student Group from an Student August Query
Users can turn the results of a Students August Query into a student group. One benefit of doing so is that the student group will automatically reflect these results after a nightly refresh. Therefore, the user does not need to manual update such a group.
Open an August Query for Student data
Select the 'Create group' button
Set the properties of the group:
Group Name: give the group a specific name that will be recognizable when searching for it later (on encounters, screenings, queries, etc.)
Description for this group: an internal description associated with this group.
Visible to roles: select the roles that should see this group; if no roles are selected, the group will only be visible to you.
Visible to everyone: this can be used for groups that should be visible/accessible by all users in the platform.
Click "Confirm" and the group is created! You can access groups via Students >> Groups, or when creating encounters, enrollment batches, etc.
Creating a Student Group from a Requirement Rule
Creating a Student Group from a Requirement Rule
Users can turn both the compliant and non-compliant students of a requirement rule into a student group. One benefit of doing so is that the student group will automatically reflect these lists after a nightly refresh. Therefore, the user does not need to manual update such a group.
Open a requirement rule in a requirement set
Choose either the compliant or non-compliant list of students to turn into a group
Select the 'Create group' button
Set the properties of the group:
Group Name: give the group a specific name that will be recognizable when searching for it later (on encounters, screenings, queries, etc.)
Note: The platform will give the group a default title based on the requirement rule title and which list you selected
Description for this group: an internal description associated with this group.
Visible to roles: select the roles that should see this group; if no roles are selected, the group will only be visible to you.
Visible to everyone: this can be used for groups that should be visible/accessible by all users in the platform.
Click "Confirm" and the group is created! You can access groups via Students >> Groups, or when creating encounters, enrollment batches, etc.
Favoriting groups
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]]"
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].