WEBVTT

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In this video, you'll learn how to set up institutions, grades, and subjects.

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Get these right at the start because every comparison report in a send is built on them.

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Open Config, then Institution.

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This lists every institution in your group.

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The tiles above the list show total institutions, how many have contact information, regions

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covered and institution types.

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The charts break your group down by region and by category, and show contact profile

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completeness.

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Each institution offers view, access, and edit.

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Access takes you into that school's own environment.

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You can switch between list and card view depending on whether you want detail or overview.

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Now grades.

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This is where you define the grade levels your group assesses with their band, sections,

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and subjects.

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Each grade shows its band, the subjects attached, and status.

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Select View to expand the grade and see its description, sections, and the subjects assigned

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to it.

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Grades are how every cross-school comparison is aligned, so keep naming consistent across

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schools.

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Subjects works the same way.

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The coverage grid shows which grades each subject is offered in.

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A gap here means you cannot create an assessment for that subject at that grade.

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Fill it before you reach assessment creation.

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With institutions, grades, and subjects in place, you're ready to define what you actually

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measure, skills, and competencies.