Capture and manage the reporting roster
Who can use this: Staff administrators with reporting configuration authority in the relevant school or branch.
Before you start
The reporting roster records historical pupil membership for the cycle. Review the academic structure and coverage dates first.
Capture and manage the reporting roster
- Open the cycle and preview its pupil roster.
- Review the pupils and captured membership, then capture the reviewed roster with a reason.
- Set a pupil to Included, Held or Excluded as appropriate and record the reason for changes. Recheck the affected preparation and publication lists.
What happens next
The cycle has an explicit roster and reasoned inclusion decisions for reporting.
Troubleshooting
Changing current enrolment later does not silently rewrite the historical roster. A held or excluded pupil is not ready for ordinary publication. Resolve the recorded decision rather than assuming a missing pupil was ignored.