Teams and Groups are interchangeable terms in Clipboard.
To move students between Teams using List view, follow these steps:
Go to Teams (or alternatively named, Groups)
Use the dropdown menus to select the Activity and Hidden status of the Teams you want to organise
Click on the Team that currently contains the student(s) that you want to move (this might be under a Team Category)
To move one student, you can either drag and drop them into another Team OR select the three dots icon that is next to their name, select Move student to another Team from the dropdown menu and choose the Team that you want them to be moved into. The second option allows you to move students into a Team for another Activity.
To move multiple students, you can tick the boxes next to the students' names and select Move (number) students to another Team from the dropdown menu and choose the Team that you want them to be moved into
Top Tip: You can remove students from a Team by following the above steps and selecting 'Remove student(s) from this Team'!
To move students between Teams using Column view, follow these steps:
Go to Teams
Use the dropdown menus to select the Activity and Hidden status of the Teams you want to organise
To move one student, you can either drag and drop them into another Team OR select the three dots icon that is next to their name, select Move student to another Team from the dropdown menu and choose the Team that you want them to be moved into. The second option allows you to move students into a Team for another Activity.
Older and Current Teams
When students are removed or moved from a Team, this will be recorded in their profile as well as under the Older tab on the Teams page. Just select a date previous to the current date to view past iterations of the Team!
Top Tip: Removing staff from a Team is also recorded and shown under the Older tab!
Move Requests and Approvals
You can set up Team move requests for an Activity. When this option is switched on, Staff users can't just move students between Teams. They have to provide a reason and submit a request which an Admin or Manager can then approve.
Setting Up
Go to Settings > Environment
Select the Activity you want to switch this on for
Switch the top option (shown below) to No, meaning that Staff can't move students between Teams without requiring a Team move request for this Activity
Now Staff users (not Admins or Managers) will only be able to move students between Teams by submitting a Team move request which an Admin or Manager user will need to approve if the option above is selected No.
Staff users can move students between Teams without submitting a Team move request if the option above is selected Yes.
Requesting a Team Change
Staff users can easily request a student be moved from a Team by clicking on the three dots button next to the student and selecting the Move student to another Team option, and then filling in the simple pop-up. While a request is pending, the student will have a green alert symbol displayed next to their name (see the image below).
Viewing Approvals
Team move requests will appear as an alert at the top of the Teams page for Admins and Managers when the correct Activity and Showing status is selected.
Clicking Review Team Movements shows you a list of the proposed Team changes which you can approve (which will make the change) or deny.