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After School - Build a Group Roster

Jacob Fullhart
Jacob Fullhart
Group rosters can be used to minimize the amount of paper, ink, and time needed to track attendance for a set of participants that move collectively from one session to another. A group could be participants that attend the same sessions together on a given day, part of a bussing list, by grade level, or for any other reason you may have to group particular participants together. 

Create a Group

  1. In your left-hand navigation menu, click ‘Rosters’
  2. Locate the ‘For a Group’ card



  3. Click ‘Build Roster’

Add a New Group

  1. Click the green ‘Add a Group’ button, at the top of the screen.
  2. Enter the Group Name and Staff Member associated with the group



  3. Click ‘Save and Close’
  4. Your new group will now appear in the Group list at the bottom of the screen

Notes

  1. Groups are site- and term-specific. So, new groups will need to be established at the start of each new term.
  2. Click a group name to edit the group

Add Participants to a Group

  1. Check the box to select the Group for which you wish to build a roster.
  2. Click ‘Select Participants’



  3. You will be taken to the next screen to select participants.

Select Participants 

  1. Select participants using the options at the top of the screen. (By Name or Barcode, From Registration List,  From Session Roster, From Group Roster, or By Search)



  2. Click ‘Review Roster’ to advance to the next screen 

Review Roster

  1. Review the list of participants
  2. Click on a participant name to remove it from the list



  3. Click ‘Save Roster’ 

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