A Roster is a list of survey participants for a Class/Group. Each participant is represented by a unique identifier, usually 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 for easy survey access and to 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 for each participant, corresponding to the Sign-On Type selected, 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 Class/Group participation code can access the survey. Participants added to an unlocked Roster are denoted 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 locking your Roster once 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 ✓
