You can download a printable .PDF Quick start guide about Setting Up the SEL Screener Window here:

The screener window is the time period in which the teachers and students complete their SEL screening surveys.

The screener window must fall within the designated term window. Screener windows cannot carry over multiple term windows.

You need to set your terms before setting up your screener windows. For training on how to set up terms, click here:

Step One: Locating the Screening Groups Window

From the "Learner Positioning" menu on the left hand side of your dashboard, click on the "Screening windows" link.

Step Two: Select the Create Screening Window Button

To create the screening group click on the green 'Create screening window' button. You will then be taken to the screening window creation page.

Step Three: Create the Screening Window

Here you will be able to create your screening group title, enter a brief description, attach any corresponding files, the date you want to start the window, and you will be able to link it to one of the terms you've created.

The screening window must fall within one of your scheduled terms. A screening window cannot carry over into multiple terms. The terms determines which set of sections Satchel Pulse should be using when creating the screening window audiences.

It should look like this:

You can view and edit your screening window here:

As an SEL Lead, you now have the ability to manually close your screening window when you are happy with the level of participation. Simply, 'view' your current screening window and click the cog wheel in the right hand corner which will open the drop down menu like in the image below. To close your screening window, click 'Close screening window'.

You can watch a step by step video on how to set up your screening window here:

The next step is to add the staff and students to the screening window and send out those invitations. Click the link to learn how to send staff and student surveys out:

You've successfully set up your screening window! If you need additional assistance, please reach out to our Customer Support Team at

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