How to set up custom marksheets for different assessments to add columns

This article explains how to set up custom marksheets in Arbor for different assessments, allowing for tailored columns based on user permissions. It details the steps to create a custom report, share it with specific staff, and assign it to courses. The article also highlights the importance of permissions in determining which columns are visible to staff and where custom marksheets can be accessed.

In Arbor, you can set up custom marksheet templates to use for your marksheets, which enable you to include any columns available in the Custom Report Writer for students in different assessments. 

This feature is perfect for showing one marksheet for your teachers, and another with different information for your Heads of Department or Senior Leadership Teams!

If you want to centrally edit the columns shown in all assessment marksheets from the Marksheet Settings page, follow these instructions instead: How to centrally edit the columns shown in all assessment marksheets.

Please note that contextual information selected via Marksheet Settings won't be visible on Marksheets that have a Custom Report linked to them. 

Permissions

You will need the Assessments: Administer permission to change these settings. If you don't have this permission, ask your admin team to assign it to you.

Step 1 - Set up the Custom Report

The first step is to set up a template in the Custom Report Writer from School > Custom Report Writer. You can see more information on how to set up a report here: Creating a report

All the columns you select to show in your custom report will show in your final marksheet, meaning you can include almost anything you need!

In this example, I've set up a report including columns for students' attendance so far this year, whether the student is fulfilling a School Assessment Measure, access arrangements and assessment marks.

It also has calculated fields to work out the amount of progress made that have conditional formatting applied to colour-code them.

Step 2 - Choose which staff can see the custom marksheet

Step 2 is to choose which staff will see the custom marksheet. This allows you to show the custom marksheet to staff in the English department, but not show the custom marksheet with reading ages to your Maths department.

From your custom report, click Share Report from the left-hand menu. In the slide over, select the staff you want to be able to view the custom marksheet in the Share in Arbor section.

You can select individual staff, certain groups of staff, staff in a department, staff with a certain business role or members of a custom group. Here I've chosen a certain staff member and the Maths department.

Give these staff members View access. Then scroll down and click Share Report.

You can see who it's been shared with and remove access from the Report History page.

Top Tip: Need to edit the report but you're not the original creator? Ask a Superuser at your school.

The staff with whom you've shared your report will be able to see the custom marksheets when accessing the assessments.

If not shared, the columns will just show as determined by your Marksheet Settings.

How permissions impact the columns on custom marksheets

When viewing a custom marksheet, staff can only see columns they have permission to view the data for. Any columns the user doesn't have permission for will be redacted and greyed out. You can see more information about how this works in a similar way in the Custom Report Writer here: Who can access Custom Report Writer reports and fields?

For example, if there's a User Defined Field a teacher does not have permission to view for students they don't teach. Or in this example, the teacher cannot view the Child Protection statuses.

Step 3 - Choose which courses have the custom marksheet

Now you can assign your report template to the marksheets. Go to Students > Assessments > Assessment Framework > Marksheet Settings, then go to Marksheet Templates from the left-hand menu.

Here you can see a list of all the courses, subjects and academic leads for the academic year selected.

Search for a specific course using the search box. Select the marksheets that you want to have the same layout, then click the Bulk action button to select Bulk Assign Custom Report.

Top Tip: Don't see the course? Make sure you've set the course as an assessable course from Students > Assessments > Annual Policy > Assessable Courses.

In the slide over, select the report template you created in Step 1, then click Save changes.

You can also click on a single course to assign a template.

Using the marksheets

Where can you see the custom marksheets?

Custom marksheets can only be viewed from within courses:

• Teachers can go to the lesson dashboard from their calendar, select Assessments from the left-hand menu, then select the assessment.
• Administrators and Pastoral Leads such as Heads of Departments can go to School > Programmes > Courses and select the class (you may need to click +), then go to Assessment from the left-hand menu. Select Full Marksheet from the Summative Tracking tab.

Where can you not see the custom marksheets?

Custom marksheets can't be viewed from these pathways:

• Students > Assessments > Summative Tracking > Mark Entry > Marksheet
• Students > Assessments > Summative Tracking > Assessments Dashboard when you select the assessment then click Marksheet
• Students > Assessments > Annual Policy > Manage Assessments when you select the assessment then click Marksheet
• Teachers going to My Items > My Classes and selecting a specific assessment from All Assessments

When you access the marksheets from these pathways, you'll just see the standard marksheets. This is because custom marksheets are assigned to specific student groups through courses, rather than to certain assessments.