Target Tracker: Updating Pupil Information from Facility CMIS (Contextual and /or Assessments)

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These instructions are for creating a CTF file from Facility CMIS which can be used to update Target Tracker with Contextual & Key Stage Assessment data.

Creating the CTF

Log in to Facility CMIS      

Choose Returns > CTF > Produce file for LEA

Ensure that the following boxes are ticked - Basic Details, Looked After, SEN history, FSM, Address, Attendance, Attendance Sessions, Stage Assessments and School History.

Click Select and then All records

Next select the pupils. Do this by clicking on the top pupil, then hold down the shift key and click on the bottom pupil. All pupils should now be selected. Click Validate.

A message may display how many errors have been found and you will be asked if you want to proceed. Errors shouldn't cause a problem for this process. Click Generate to proceed.

A message box will show the name of the file and where it has been saved. Click OK.

 

***ALL CTFs will need editing manually before importing into Target Tracker - find more information here Resolving an invalid CTF***

 

Importing the file

Please ensure you have the latest version of the TT software installed - Download here

Log into Target Tracker as an Admin user, click on File > Import > Update Contextual and then browse for the CMIS file. You will then see a Summary screen identifying all changes that will be made. Please check this screen carefully before continuing.

Changes will be identified as follows;

Update Contextual

For existing pupils - only contextual information will be imported.

For new pupils - assessment data will also be imported. New pupils will be added and leavers can be removed (if you select ‘whole school file’)

Update Assessments

Only assessment data for existing pupils will be imported. No new pupils will be added, and no leavers will be removed.

Update Contextual & Assessments

Contextual and assessment data will be imported for all pupils. New pupils will be added      and leavers can be removed (if you select ‘whole school file’)

Note: If you would like pupils who have left to be removed, you will need to click in the box towards the top right of the screen that says 'Whole School file' - the file will be read again, after which the tick will appear in the box and the screen will refresh. 

NB: Please carefully check children highlighted pink have all left as they will be removed if you continue (please call us if any of these children have not left)

Children highlighted in green will be imported if you continue.

This procedure will not allocate new children to their classes or update PP or EAL information. This must be done using the Pupil Manager in Home > Other > Contextual.

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