How Do I Use the Rostering Wizard to Add and Update Class Rosters?

The Rostering Wizard lets you manually create classes, assign teachers, and add or update class rosters in a few simple steps. Use this tool when you need to set up a new class or change an existing class roster.

Watch the Rostering Wizard overview video

Prerequisites

You are logged in to CLI Engage.

You can see Rostering Wizard in the Administrative Tools section of your CLI Engage dashboard. If you do not see this option, submit a help ticket.

If you are a teacher, you are assigned to the class you want to edit.

Instructions

Follow these steps to open the Rostering Wizard and manage class rosters.

Find the Administrative Tools banner on your CLI Engage Dashboard.
Select Rostering Wizard.
Enter the school name.
Select Search.

Add a new class and roster

Select Add a Class.
Type the teacher’s information into each field. Fields marked with a red asterisk (*) are required.
Select Submit. This creates the class.
In the pop-up box, select Continue to add students to this class.
To add students manually, type each student’s information into the fields in the row. Columns marked with a red asterisk (*) are required.
Select the green plus (+) icon at the bottom right to add rows for new students.
When you are done adding students, select Submit.
To upload students with the Class Roster Template, select Upload Students.
Select the Class Roster Template link to download the template.
In the Excel template, type each student’s information into the fields. The middle name is not required.
Save the completed template on your computer.
Return to the Rostering Wizard and select Upload Students.
Select Choose File.
Select the completed template from your computer.
Select Open.
Select Submit.
The students listed in the uploaded template will appear on the class roster and in the progress monitoring assessment.

Update an existing class roster

Select the Class you want to update.
To add new students, select the green plus (+) icon at the bottom right to add rows.
To remove a row, select the blue minus (–) icon.

Warning: Removing a row will delete all information entered in that row. Make sure you only remove rows you no longer need.

Type each student’s information into the fields in the row. Columns marked with a red asterisk (*) are required.
When you are done adding or removing students, select Submit.
The updated students will appear on the existing class roster and in the progress monitoring assessment.

Additional Resources for Texas Rising Star: Texas Rising Star Toolkit

If you need further assistance, please submit a help ticket.