Filtering to and allocating to "preset student allocation" templates

Sometimes schools choose to allocate students to particular groups themselves. Filtering to find unallocated students is a useful step in that process.

Filter for all templates with unallocated students

  • Open an activity templates window
  • Make sure you are on the ID tab of the activity templates window
  • Click the "select" button in the bottom-left corner
  • In the select window choose the "unallocated student sets" option and click OK (this will take a while - please be patient).

When the "select" window disappears only the templates with unallocated students will be highlighted.

Filter the templates to only show those for your department

  • From the View menu choose "filter"
  • From the drop-down menu in the top left of the filter window choose "department"
  • Select your department from the list on the right
  • Click the "filter" button.

Filter for all templates with the "preset student allocation" tag

  • From the Edit menu choose "select all"
  • From the View menu choose "filter"
  • From the drop-down menu in the top left of the filter window choose "tag"
  • Select "preset student allocation" from the list on the right
  • Click the "filter" button
  • From the View menu choose "filter"
  • Click the "from window" button
  • Make sure "activity templates" is highlighted
  • Click the "selected" button
  • Click the "filter" button.

Finalise the filter

  • From the View menu choose "filter"
  • Click the "from window" button
  • Make sure "activity templates" is highlighted
  • Click the "selected" button
  • Click the "filter" button.

You have now isolated all the activity templates for your department which have the "preset student allocation" tag and unallocated students.

Now go through these templates one by one in the "allocate" screen and, where possible, allocate the students highlighted in bold (ie the currently unallocated students). Do this on the grid by individually clicking and placing ticks against the student’s name and an activity with places available.