Copying Assessments to this year, next year or past years

To enable you or teachers to enter assessment marks and perform analysis for past or future years, you need to set up the assessment in that year. You can see how to do this below.

For more information on what columns, targets and predicted marks mean in marksheets, see this article.


You’ll need the Assessments: Administer permission to set up assessments. If you don't have the permission, you'll need to ask your admin team to give you permission using these instructions.

Copying Assessments to a past year

Step 1 - Review your Assessment Framework
Go to Students > Assessments >  Assessment Framework. Check you have the assessment you would like to add to a past year in your Assessment Catalogue. This allows you to add it to the Annual Policy of past years.

If you need to add any assessments, do so from the Assessment Catalogue page using the green button. Click here to see how to add a summative assessment, for example. Follow the instructions in Step 1 only, then return to this article.



Step 2 - Add your assessments to last year’s Annual Policy

Once you have checked if your Assessment exists in your Assessment Framework, you can copy it to a past year's policy. Just follow the instruction in the 'Copying Assessments to this year' section below, but instead select the past academic year from the drop-down menus.



Copying Assessments to the coming year

Please note: This video refers to the Assessment Policy, which has since been renamed to the Annual Policy.

Step 1 - Review your Assessment Framework

Go to Students > Assessments >  Assessment Framework. Check you will be using the same assessments next year.



If you need to add any assessments, do so from the Assessment Catalogue page using the green button. Click here to see how to add a summative assessment, for example.  

Step 2 - Check your assessable courses

Go to Students > Assessments > Annual Policy > Assessable Courses. Click the green button to select your courses.



On the next page, use the drop-down menu to select the next academic year.



Tick all the courses that will be assessed next academic year, then click Save Changes.


Step 3 - Set up any custom assessment periods

If you'll be using custom assessment periods for your assessments you'll need to set them up. Just go to Students > Assessments > Annual Policy > Assessment Periods.

Change the year menu to next year, and click +Add to add any new periods.



In the slide over, add your custom periods then click Create Periods.


Step 4 - Add your assessments to next year’s Annual Policy

Go to Students > Assessments > Annual Policy > Manage Assessments to add your assessments to next year’s policy. Use the drop-down menu to select the next academic year.

Click the green button to add an assessment to your Annual Policy.



You can then select an Assessment type, and select which assessment to add to your policy. Then click Next. We recommend setting up one at a time if you can.



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. We recommend you do not select the whole school. Then click Add assessment(s)

Please note: If you have summative assessments linked to curriculum assessments, you will need to copy the summative assessment first and then copy the curriculum assessment. 



Once assessments have been added to your policy, you can click an assessment on the Annual Policy > Manage Assessments page to see and edit the information about an Assessment, or to complete the setup.




How are baselines calculated?

For Summative and Progress 8 assessments, Arbor automatically sets baselines for the next academic year based on the final mark input in the same assessment in the current year.

To ensure this happens, make sure:

  • All the students you want a baseline for this year were enrolled in the assessment last year
  • The students have a final mark added to last year’s assessment
  • The assessment has been added to next year’s Academic Policy
  • The same grade set is used in both instances (this means you cannot use this feature across different Key Stages)

The last mark recorded last year will then be pulled through as the baseline for the next year.

For example, here in the markbook during the summer term of a previous year, you can see that final marks have been added to my assessment for the summer term.


On the Baselines & Targets page, you can see that the summer term marks are now acting as a baseline for the assessment for this academic year.


To see more information about where the baseline has been calculated from, you can hover over the baseline and click 'More information'.




Year Targets and Final Targets

Some of our schools use a flat progress model for their assessments. This means that students are expected to be working at the same level throughout the assessment. For example, you may want a student to be working at the  ‘At expected standard’ grade throughout their whole Key Stage.

To ensure this target populates through your assessments each year, you must ensure this target has been set as the Final Target, not just the Year Target. You can bulk set final targets using the bulk actions.



You can then copy this target across to the Year Target in the Baselines and Targets page by:

  • clicking into each student's year target
  • adding teacher targets in bulk using the blue pencil icon
  • using our Bulk Import Spreadsheet




Data Collections

Data Collection Policies are linked to the Assessment policy. Because you need to select the assessments to create or copy over each year, you also need to define your Data Collection Policies each year if you use them at your school. You can see how to add Data Collections here.

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