Skip to main content
All CollectionsSatchel Pulse US Training CenterSetting Up Your Screening Windows
Managing Your Academic Calendar
Managing Your Academic Calendar

Before you can start screening students, you will need to set up for academic calendar in Satchel Pulse.

Mitch Kayanan avatar
Written by Mitch Kayanan
Updated over 4 months ago

The Academic Calendar refers to your districts schedule set up. Depending on your district, you may be setting up quarters, trimesters, yearly, etc. as your term. Term is what our system determines which classes to use for the screening window.

There are two different ways you can upload your terms into Satchel Pulse.

  1. School Calendar Page in Satchel Pulse

  2. Manually Uploaded via spreadsheet

Note: If you are a manual district, your terms need to be uploaded via spreadsheet.

Set Up Terms in the School Calendar Page

Step One: Navigate to the Admin > School calendar.

Step Two: Create and Save Your Calendar.

Set Up Terms by Manually Uploading Spreadsheet

Step One: Access the Data Import Tab

Step Two: Toggle to the Terms Tab and Download the Template. If you have terms already uploaded into the system and you need to edit them, you can do that by downloading the spreadsheet that is on-file, make any adjustments and then reupload the spreadsheet.

Step Three: Add Your Terms to the Template. The format is Year-Month-Day so for December 19th, 2022, the date format should look like 2022-12-19.

  • Term ID: A unique ID you assign the term. It can be the same as the name.

  • Name: How you want the term name to be displayed.

  • Start on: Date you want your term to start. Your screening window cannot be opened until this date is reached.

  • End on: The end of your term. This will also close your screening window by default, since they are tied to a term.

Step Four: Upload the Spreadsheet. The spreadsheet needs to be in a .CSV format in order for it to be uploaded.

Step Five: Correct Any Errors. After you have uploaded the spreadsheet, the system will alert you of any errors. All you will need to do is correct these errors and resubmit. Make any corrections if needed.

See the Full-Screen Interactive Tour!

You've successfully created your term! You can now go in an set up the screening window you would like your staff and students to take their Skills screener survey.

If you need additional support, please reach out to our Customer Support Team at Support@SatchelPulse.com

Additional Reference:

Create a screening window

Create a screening audience

Send out your screeners

Did this answer your question?