How do I update homerooms or advisories?

Note: If your school's SIS is PowerSchool and your data syncs directly to Schoolrunner (i.e. it does not flow through Clever), these instructions are not for you. You should update homerooms directly in PowerSchool.

Navigate to the Export page, and click on the "Homerooms" link. (This may say "Advisories", or something else, if you've changed the nomenclature in Schoolrunner.) There are two options for updating homerooms: exporting/importing a file, or using homeroom sections as the basis for homeroom memberships.

A quick reminder about "homerooms" in Schoolrunner: these are groups of students that represent some sort of official grouping, and homeroom memberships are used throughout the Schoolrunner site in ways that dynamic groups are not. Namely, homeroom groups power the student dashboard and also feed dropdown menus throughout the site, where you see clusters of grade-level groups under headings like "5th", "6th", etc. Students can only be in one homeroom at a time. For more details, please read this article.

Importing/Exporting a File

On the Export Homerooms page, look in the upper right – there, you'll see notifications that indicate the status of homeroom memberships in Schoolrunner (1). These notifications will tell you that all students have a homeroom assignment, or that X number of students at your school are lacking a homeroom assignment, or (if you have the multi-school permission) that X number of students at other schools in your district are missing homeroom memberships.

Eventually, you'll download a spreadsheet you can use to update homeroom memberships, but first use the toggle buttons to set up your spreadsheet correctly.

• "Active Students Only" (2) determines whether your file should include only active students, or both active and inactive students.
• "Unassigned Students Only" (3) determines whether your file should include only kids that are missing homeroom memberships, or all students (with respect to the "Active Students Only" setting).
• "All Schools" (4) is only visible to those with the multi-school permission and determines whether your file will include students at just the school you're viewing or students from all schools in your district.

Click the "Download" button (5) and open the .csv on your computer. In column I, add, remove, or update homeroom memberships and then save your work. Back in Schoolrunner, drop your file into the "Import" tab.

Using Homeroom Sections

If you've set up homeroom sections in your SIS, those will be available as the basis for homeroom group memberships in Schoolrunner. Start by checking the "Assign Homeroom Group Based on Existing Section" box (1). Then, select the sections which represent homeroom memberships in the "Select All Homeroom Sections" menu (2). Start typing to make this filtering process easier.

Once you've selected all your homeroom sections, chose how you want to name your homerooms (3). You can name them based on teacher name, course name, or section number. Teacher name is usually the most helpful. Names can be changed to anything you want after homerooms are created (use the Quick Search to find the homeroom page, and click the "edit" link" on it). Finally, click the "Assign" button (4) to see a preview of the changes you're about to make. If everything looks good, hit the "Save" button to confirm your changes.

Note: Using homeroom sections to set homeroom memberships in Schoolrunner does not mean that memberships will update automatically if you change section memberships in your SIS. This process in Schoolrunner simply sets homeroom memberships as of the moment you hit "Save". If students come or go from the homeroom sections you used, you'll have to go through this process again to update homeroom memberships in Schoolrunner.