Instructions
When setting up your community in CLI Engage, note that the first users who will need access to the system include principals, teachers, and students. The following information details the various tools that can be used to upload, enter, and manage users. The Single Roster Upload can be found under the Central Roster Management tab and should be used by communities (e.g., school districts) who have a centralized data management system and/or who have identified personnel who will manage the entire community’s data upload. The Class Roster Management feature allows you to manually add or inactivate multiple students on a roster. This tool may be appropriate for principals and teachers who are entering or updating their own rosters. The Add/Manage features under the Central Roster Management tab can be used to add and invite higher level leadership (such as community district users, community district specialists, school specialists, and principals). It can also be used to make edits to any existing users within your community. The following process should be used by communities (e.g., school districts) who have a centralized data management system and/or who have identified personnel who will manage the entire community’s data upload. If your community is not planning to centralize your data management, please consult the How to Create a Teacher account how-to guide. Automated Rostering Districts can manually create teacher accounts, but they must match the format in the rostering files. This ensures the accounts remain active in CLI Engage when the district submits the rostering files. |
UPLOADING TEACHERS USING TEACHER TEMPLATE .mp4
InstructionsThe Data Management Tools on CLI Engage require the use of CLI Engage IDs to prevent the erroneous modification or duplication of records. The bulk upload Teacher template uses the Community/District CLI Engage ID and the School Engage ID. There are two ways to find these numbers: 1) consult the Community Management and School Management pages or 2) export your Community/District and School information.
Click on the Class and Student Management button under the teal ADMINISTRATIVE TOOLS banner
Locate the Community Management and School Management tabs on the left. First, click on the Community Management button to locate your Community ID in CLI Engage
Enter your Community then, click Search
Next to your community/district name, click the green View button
On this page, Engage ID numbers are found in the upper right corner. Community/District CLI Engage ID numbers start with the letters “EDS”, i.e. EDS1400238
Complete the same steps under the School Management button to locate your the School Engage ID for your school(s) in CLI Engage.
School Engage ID numbers start with the letters “EDD”, i.e. EDD1400002
Click on the Class and Student Management button under the teal ADMINISTRATIVE TOOLS banner
Click the Export button on the left
Search for your community/district
Select the following options, then scroll down and click Submit - Community Engage ID, Community Name; School Engage ID, School Name
You will see an option for Yes or No to save your choices as a template. This is optional.
Look for an email from CLI Engage, and click the button to Download
You will be taken to a secure page on CLI Engage to download your export file. Click the file to open
The Data Management Teacher Tool on CLI Engage uses a File Template to create Teachers for one or more schools at the same time from the same Community or District.
The template is an Excel file that has to have some specific column headings and must stay in the exact order.
As some data fields require information to be entered in a very specific format, Engage IDs, phone numbers, etc., this process is designed for users with advanced computer and Excel skills.
Important Considerations
You will see that some columns and fields are optional; however, even if not used, these columns and fields must stay in the file in the exact same position otherwise CLI Engage will not process the file.
DO NOT DELETE any optional column that is not used.
DO NOT CHANGE the order of any columns.
The names of all Texas schools were uploaded to our database from different sources, such as TEA and DFPS. You can consult the way your schools are named in CLI Engage and the CLI Engage ID assigned by the system. The school name and CLI Engage ID number must match with our database to prevent the duplication of records. For example, CLI Engage will not recognize that Bush Elementary is the same as G. Bush EL.
In compliance with HIPAA and FERPA data protection, no rosters or student information should be sent via email.
Download the Teacher Template and review the Instructions tab for information about the columns headings and properties.
Before following the steps in this document, first create your file following the instructions (steps 3 and 4 of this guide). Name your upload file [CommunityName]_[YourInitials]_DDMMYY
Click on the “Class and Student Management” button under the teal ADMINISTRATIVE TOOLS banner
Click the Data Management tab
On the next screen, click the “Teacher” button
On the next screen, choose your completed principal template to upload information into CLI Engage. For “Send Invitation,” check the “Send” option to automatically send registration/login email invitations to new users. When ready, click “Submit”
Click on the Play button to process the template
Click “Yes” when this message appears: “Are you sure you want to process the data?”
Your data will be uploaded to CLI Engage once the Status changes from Processing to Processed in the list. Check the User Management tab, Teacher button in the Administrative section of CLI Engage to ensure your data has uploaded correctly.
If you need further assistance, please submit a help ticket. |
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