Insights classifies customized anecdotal and discipline categories based on mappings to pre-set default categories. In order to add anecdotal and disciplines to your metrics, the all customized categories must be mapped to the default categories.
Anecdotal Categories can be classified through the upload template.
Where to Start
Choose Admin Tools and Classify Data Points from the sidebar menu. The number of assigned and unassigned courses are displayed.
Click on the Unassigned number to view the full discipline list. Anecdotal and discipline types can be classifiedthrough the upload feature or can be classified directly on the screen which is covered in a separate article (see the bottom of this article).
Click Download to open a csv file listing of all of the anecdotal and discipline types for your school.
Column B (compass_anecdotal_category) contains the classifications and should be completed.
Enter/edit the data in column B being careful not to change the column headers.
Insights only accepts certain entries, which are specific to your district. Your district's options can be found via the guide Classify Data Points - Course Subjects - Options by District.
Once completed, save the file and leave it in csv format. Click Upload at the upper right. Choose the saved file and click Upload File.
If the upload is successful, you will see this message displayed.
If there are errors in the file, you will see one of the following messages:
Error message 1 file uploaded was not a csv file:
Error message 2 file uploaded contained errors, such as blanks or subjects not recognized by the system.
Click OK to see details on the errors, by row. The error messages describe the issue that prevented the row from loading. These messages should allow you to find and correct the errors
Once the errors are fixed, reupload the file.
Anecdotal Categories can also be updated online through the Classify Data Point screen. See the guide Classify Data Points by Upload- Course Subjects for more information.
To learn more about classifying data points, see the lessons in Insights, Classifying Data Points.