Setting up and managing your assessments


In 2018 we gathered feedback about Assessments from schools across the country. This told us Assessments in Arbor wasn’t easy to use, and so we decided to put our efforts into revamping it.  As part of our improvements, we redesigned the process of setting up and managing your assessments to make it simpler and more intuitive.

Where can I do my key tasks?

Task (click for more information)

Where you can do it now

Access any mark book

Students > Assessments > Assessment Policy > Manage Assessments

Set up Progress 8 Assessments

Add the assessment to your Assessment Framework in Students > Assessments > Assessment Framework > Assessment Catalogue, then add the assessment to your Assessment Policy in Students > Assessments > Assessment Policy > Manage Assessments.

Create a Custom Assessment period

Students > Assessments > Assessment Policy > Assessment Periods

Setup a Curriculum Assessment (including linking it to a Summative assessment)

Add the assessment to your Assessment Framework in Students > Assessments > Assessment Framework > Assessment Catalogue, then add the assessment to your Assessment Policy in Students > Assessments > Assessment Policy > Manage Assessments.

Set Curriculum Expectations

Students > Assessments > Assessment Policy > Curriculum Expectations

Enter marks in Curriculum Tracking

Students > Assessments > Formative Tracking 

Analyse curriculum assessments 

Students > Assessments > Formative Tracking > Analysis

Monitor On Track students

Students > Assessments > Formative Tracking > On Track Students

Importing assessments into Arbor

School > Assessments > Assessment Policy > Manage Assessments > Assessment Overview 

Setting up a summative assessment

Add the assessment to your Assessment Framework in Students > Assessments > Assessment Framework > Assessment Catalogue, then add the assessment to your Assessment Policy in Students > Assessments > Assessment Policy > Manage Assessments

Assigning strands to specific assessment periods

Students > Assessments > Assessment Policy > Manage Assessments

Manage Grade Point Scales and Grade Sets

Students > Assessments > Assessment framework > Grade Sets

Input marks in Summative Tracking

Students > Assessments > Summative Tracking

Set automatic targets

Students > Assessments > Assessment Policy > School Target Rules 

Enter baselines and targets

Students > Assessments > Summative Tracking > Mark Entry > Baselines & Targets 

Set up Ad Hoc assessments

Add the assessment to your Assessment Framework in Students > Assessments > Assessment Framework > Assessment Catalogue, then add the assessment to your Assessment Policy in Students > Assessments > Assessment Policy > Manage Assessments. 


Input Marks to Ad Hoc assessments

Students > Assessments > Summative Tracking > Mark Entry > Ad Hoc Marksheet 

Set up standardised assessments

Students > Assessments > DfE Assessments 

Input marks to standardised assessments

Students > Assessments > DfE Assessments 

Set up P-scale marksheets

Students > Assessments > DfE Assessments

Export SATs results

Students > Assessments >DfE Assessments 

Set up a phonics screening check

School > Assessments > DfE Assessments 


How do I set up Assessments?

The example below is mainly applicable to Summative assessments. For full instructions on setting up other assessments, see the links above.

Step 1 - Define your Assessment Framework

An Assessment Framework includes all the supporting information that makes up an assessment, such as the grades that are used or the name of the assessment. You can manage grade point scales and grade sets, assessments that can be added to the Assessment Policy and the marksheet settings such as which columns should be shown.

As Assessment Frameworks are typically only created once and last for a number of academic years (grade sets and the course name rarely change), this part of the assessments is separated out for a simpler yearly setup process.

Go to Students > Assessments > Assessment Framework > Assessment Catalogue.

If you have never set up assessments before, this page will be blank. 



To create a new Assessment, click the Create new Assessment button.

From the Create New Assessment page, select the type of assessment you wish to set up. For example, I am going to set up a summative assessment.



On the Add Summative Assessment page, you can choose from the 'out of the box' Arbor assessments or create your own. If you are creating your own assessment, please ensure that you have already created any grade sets that the assessment will use. You can do this by clicking the grey Manage grade sets button.



In this example, I am setting up a Further Maths KS4 summative assessment, so I need to check that the grade sets have been set up. Clicking on Manage grade sets, I can see that there is already the correct Grade set present.



Once you are happy with your grade sets, return to the Add Summative Assessment page, and click the Add New button to start the Add new Assessment Workflow to add your new assessment and choose the grade set of your assessment.




Step 2 - Define your Assessment Policy

Once you have defined your Assessment Framework, you will be able to create your Assessment Policy for the academic year. Assessment Policy includes all aspects of assessments that are specific to an academic year, such as which assessments students are taking and Data Collection dates. In this section, you will also be able to manage your assessment periods, assessable courses, curriculum expectations, and schoolwide targets for the year.

Go to Students > Assessments > Assessment Policy > Assessable Courses.

Here you can view which courses will have assessments during the academic year.



You can edit this list by clicking the green Bulk Set Assessable Course Button, and ticking or unticking the courses. This determines what assessments appear on the Manage Assessments page.



Next, you can define your assessment period in Students > Assessments > Assessment Policy > Assessment Periods.



Click +Add to add a new assessment period, or click the Assessment Period to edit the periods that have already been set up. Click the period again to edit the name. Please note that Assessment Periods can only be deleted if there are no assessments currently using it.



Then go to Students > Assessments > Assessment Policy > Manage Assessments to complete all set up of your assessments for the academic year.



To add new assessments to your policy, click the Add assessment button.

You can then select an Assessment type, and select which assessments to add to your policy. Then click Next.



On the next page, select the groups of students you would like to include in the assessment, how often the assessment will be taken, and add any courses to be linked. Then click Add assessment(s).



Once assessments have been added to your policy, click an assessment to see and edit the information about an Assessment, or to complete setup.



You can then set all your target rules in School Target Rules.



You can set formative assessment curriculum expectations in Curriculum Expectations.



How do I input marks and analyse Assessments?

DfE Assessments

We developed a specialised area where you can input and analyse your DfE Assessment data, which is a statutory requirement for schools in England.

Add new DfE Assessments, load assessment templates and import results and input marks in Mark EntrySee past marks in View MarksCompare this year's results to last year in Analysis. Export results as CTFs or Generate PDF reports of results in Export Results.



Formative Tracking (Formerly Curriculum Tracking)

We renamed the curriculum tracker to match the terminology used in both UK and international schools. In this section, you can enter marks against curriculum statements and analyse your data in a variety of formats.


Summative tracking (Formerly Summative, Ad Hoc and Standardised Assessments)

We simplified the Summative Assessment set up workflows, so you can manage your Summative Assessments in the same place.

View your current mark input status and access marksheets from the Assessment DashboardEnter or Import marks and targets for Summative and Ad Hoc assessments in Mark EntryView analysis for Summative, Ad Hoc and 3rd party Standardised Assessments (such as Hodder) in Analysis.


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