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What is a Roster and Roster ID?

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).

How do I add Roster IDs to a Roster?
  1. From the Classes tab, locate the Class you would like to edit and click Students/Participants on the right

  2. Click Add Students/Participants or Batch Edit

  3. 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

  4. 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.


How do I remove Roster IDs from a Roster?
  1. From the Classes tab, locate the Class you would like to edit and click Students/Participants on the right

  2. 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

  3. Click Remove Students/Participants

  4. Confirm the correct number of IDs will be removed

  5. Click Remove # Students/Participants from Roster

How do I edit a Roster ID?
  1. From the Classes tab, locate the Class you would like to edit and click Students/Participants on the right

  2. Click the pencil next to the Roster ID you’d like to edit

  3. Make the edit and click the ✓

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