How to Edit Trackers

Edit trackers and add your own

Summary: The tracker editor lets you customize the set of trackers that come with your account so they reflect how your school actually observes children. You can archive categories, subcategories, or individual trackers you do not need, add your own subcategories and trackers, set whether each new tracker can be shared with parents, and drag and drop trackers into the order you want. This requires curriculum editing permission, which administrators and Teacher Curriculum Editors have. To reach the editor, switch to Account Admin using the context switcher in the upper-right corner, then open the trackers area. New trackers are private by default, so nothing is shared with parents until you choose to make it shareable.

Who can do this

Editing trackers requires the right role. Here is who can and cannot do it:

• Account Owners and Administrators can edit trackers.
• Teacher Curriculum Editors can edit trackers in addition to managing their classroom.
• Teachers cannot edit trackers. They can manage their classroom only.

The way to tell is the context switcher in the upper-right corner. If you can switch to Account Admin, you can edit trackers. If you only see your classroom there, you do not have permission, and you will need to ask an administrator or a Teacher Curriculum Editor for help.

Step-by-step

1. Switch to Account Admin. Use the context switcher in the upper-right corner and switch to Account Admin, then open the trackers editor where your account trackers are listed.
2. Archive what you do not need. To remove a category, subcategory, or individual tracker, click the three-dot menu next to it and choose Archive. See "Archiving trackers you do not use" below.
3. Add a subcategory. Within the category where it belongs (for example, Behavior), add a new subcategory and name it (for example, Conduct).
4. Add a tracker. Inside that subcategory, add a new tracker and give it a name (for example, Chose challenging work or Disruptive at group time).
5. Set the tracker's visibility. New trackers are private by default. To let a tracker be shared with parents when you record it, click the eyeball icon. See "How tracker visibility works" below.
6. Reorder the trackers. Click, drag, and drop trackers into the sequence you want them to appear.

How trackers are organized

Trackers follow the same tiered structure as the rest of your record keeping, and understanding it makes editing straightforward:

• Categories are the top tier (for example, Behavior).
• Subcategories sit inside a category (for example, an Incident subcategory for incidents that occur in the classroom, or a Conduct subcategory for classroom behavior).
• Trackers are the individual items you record, and they live inside a subcategory.

Archiving trackers you do not use

Your account comes with a set of trackers to start from. If your school does not use a particular section — for example, if you do not want to track enrollment forms here — you can archive the whole category, a single subcategory, or one tracker. Click the three-dot menu next to the heading or tracker and choose Archive to remove it.

How tracker visibility works

When you create a new tracker, it is private by default. This protects you from accidentally recording and sharing something you did not mean to share. To make a tracker shareable, click the eyeball icon next to it.

Making a tracker shareable means it is eligible to be shared with parents if you record it for their child — for instance, on an activity report. Leaving a tracker private means staff can record that observation without it being shared with parents. A behavior you want families to see, such as choosing challenging work, can be made shareable, while something you want to keep internal, such as a disruption at group time, can stay private.

Reordering trackers

If you want your trackers to display in a different order, click, drag, and drop them into the sequence you want. The new order is what teachers will see when they record.

A few things worth knowing

• New trackers are private by default, so you decide deliberately which ones become shareable with parents.
• Making a tracker shareable makes it eligible to appear for parents when you record it; it does not push anything to parents on its own.
• Archiving removes a category, subcategory, or tracker from your active list without affecting the rest of your structure.
• If you do not see Account Admin in the upper-right switcher, you do not have permission to edit trackers. Ask an administrator or a Teacher Curriculum Editor for help.

Related articles

• User roles and the Account Admin area
• Edit curriculum and add custom lessons
• Edit personal growth skills
• Recording a tracker for a child

Watch the video

Here is a short video covering this topic for additional reference.