MIS: How do I quickly create a CTF export for a single pupil?

MIS

Overview

This article explains how to quickly create a CTF export for an individual pupil, using Create CTF from Actions on their pupil profile. 

To create a CTF export that includes the details of more than one pupil, see MIS: How do I export a CTF?

Prerequisites

  • You must have the appropriate permissions assigned to your Juniper account to mark a pupil as a leaver and create a CTF file for them. If you do not have those permissions, you will not see Process as Leaver in Actions.

Instructions

Follow these steps to quickly create a CTF export containing the details of a single pupil:

  1. Select Pupils.
  2. Select All Pupils.
  3. Locate the pupil whose details you want to include in the CTF export (use the search bar or filters to speed up this process as appropriate).
  4. Select the pupil's Full Name to open their profile:

  5. When their pupil record opens, select Actions:

  6. Select Create CTF:

  7. Step 1 - Selection of the CTF import is automatically completed for you and Step 2 - Data opens. From here:

    1. Select the type of export you want to make from:

      1. CTF: Full CTF.
      2. OTH: Data items selected by user (partial).
      3. FSP: Early Years Foundation Stage data (partial)*.
      4. PHO: Phonics data check (partial)*.
      5. KS2: Key Stage 2 data (partial)*.
      6. RBA: Reception Baseline data (partial).
      7. FSM: Free School Meal eligibility data (partial).
      8. ULN: Unique Learner Number data (partial).
      9. CMJ: School joiners data (partial).
      10. CML: School leavers data (partial).

      * Used when creating statutory data returns.

      When you select a value that will create a file to be sent to your Local Authority or the DfE, the remaining fields on the page are pre-populated for you to save time. 

    2. Select the Destination Institution or select Unknown Destination (as appropriate).
    3. Select Next.
  8. During Step 3 - Exporting, the report is exported.
  9. In Step 4 - Result:
    1. Select Download export to save a copy of your CTF file to the downloads folder on your device.
    2. Select View all CTF exports to open the Statutory / Exports / All CTF Exports page.

Outcome

The CTF export file is downloaded to the download folder on your device.

If you would like to download the CTF again in the future, you can do so by selecting Download next to the appropriate CTF on the All CTF Exports page.

Related information

Updated