Qmlativ Spotlight: Dynamic Processing Lists
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Ashley Prinsen Edtech Thought Leader |
This Qmlativ enhancement is a long-anticipated assistant for administrators in school districts. In many cases, administrative staff use processing lists for commonly run reports. For example, say weekly you’d like to notify students’ families of excessive (5+) behavior infractions. A processing list would prove to be a useful tool in your student information system (SIS). Now Qmlativ offers two types of processing lists: static and dynamic.
Static vs. dynamic processing lists
Static lists are a fixed set of records updated manually or scheduled to run at a specific time. Dynamic lists update the records based on the filters and parameters set at creation. The filter criteria can be updated if needed. These lists will pull current data at the time they run, with no need to schedule them manually. This type of list eliminates the need to schedule nightly processes.How to set up a dynamic processing list
Navigate to the Student module (note: you can also create dynamic processing list for employees using this method in the Business module). Add a filter to one of your fields. In our case, it will be a filter for behavior. Add a minimum of 5 and a maximum of 999.Then find the More button in the top right corner of the screen and select “Create Student Processing List.”
You’ll be prompted to name the list and select from static or dynamic list types. The software includes a brief explanation of the difference. Once dynamic is selected, the filter criteria will be exposed as well.
Run the list. Today’s data will come up, and going forward, the processing list will reflect changes that meet the filter criteria any time it is run. That means as students cross the threshold to meet criteria for the dynamic processing list, the student will be added to the report. Once students have five or more behavior infractions, they will automatically pop into the list. Or conversely, should a student drop below five, their name will be removed from the list as they no longer meet the report’s filtered criteria.
Updating and maintaining dynamic processing lists
Users may notice a blue warning which says they cannot schedule a run date for this report. That’s because the report automatically looks through the system for the most accurate data at the time the report is opened.One final difference between static and dynamic processing lists: Users will see that dynamic processing lists create an editing record when the filter for the processing list is updated. A record is not created for each time the processing list is run.
Static processing lists can be changed to dynamic processing lists using the update a processing list workflow. Instead of creating a new list, select an existing static processing list to edit and update. There is one exception: if the list was created from an imported list, there is no filter criteria available to guide the dynamic processing list.
We hope this enhancement will save time and effort scheduling processing lists in your district.
Thinking about edtech for your district? We'd love to help. Visit skyward.com/get-started to learn more.
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Ashley Prinsen Edtech Thought Leader |