Tagging Students in Enriching Students

The purpose of this document is to describe the new Student Tagging feature in Enriching Students.

How to Create Tags

In this iteration, tags are created by uploading a comma separated (csv) file.  This feature is an admin only feature.

As with all CSV files, the file has to have a specific header in order for the process to be able to import the file.  The header must contain the following fields in this order:

• Tag Name
• Student Id
• Staffer Id

The field names are not case sensitive.  Also, it doesn't matter if you use spaces or not.  For example, these headers are all equivalent:

TAGNAME,STUDENTID,STAFFERID
tag name,student id,staffer id
tagName,studentId,stafferId

When the file is uploaded, the process verifies the header.  If the header is incorrect, an error message will be displayed.

Why Create Tags

At this point, tags are useful for Custom Automation.  You can upload tags that describe relationships between staff and students that don't already exist within Enriching Students.  

For example, you might have a group of students that are being assigned some special privileges or responsibilities.  These students will be working with a staffer that they are not already associated with and you don't need to have these relationships showing up as Student Groups.  

Once the tags are created, we can create automation rules that will automatically create appointments for the students with the selected staffer.

How Creative Can We Get

Let's layout a scenario. 

• Your school has three different flex periods, Flex_1, Flex_2 & Flex_3
• Based on the day of the week, a group of students, need to be scheduled to different staffer and flex period
• You import a CSV file that looks like the following

tagname,studentid,stafferid
monday-flex1,student1,staffer10
monday-flex1,student2,staffer10
monday-flex1,student3,staffer10
tuesday-flex2,student1,staffer20
tuesday-flex2,student2,staffer20
tuesday-flex2,student3,staffer20
wednesday-flex3,student20,staffer20
wednesday-flex3,student21,staffer20
wednesday-flex3,student22,staffer20

Based on this data, we can create an automated process that

• Runs on Monday, for Flex 1 and places students 1,2 & 3 with Staffer 10
• Runs on Tuesday for Flex 2 and places students 1,2,3 with Staffer 20
• Runs on Wednesday for Flex 3 and places students 20, 21, 22 with Staffer 20

This gives you total control over the automation process.  If you need a different set of students to be assigned to different staffers for any day/period combination, it's simply a matter of creating the tags.

How Else Will Tags Be Used

Candidly, we're not sure yet.  As is so often the case when we add a new feature, we're anticipating that as it's used, we'll receives requests from schools about how to expand the use of tags into different areas of the application.

Do you want to get started with custom automation?  Open a support ticket and we'll get the process started for you.