Creating and Assigning Tags in Waterford Reading Academy (District Administrators)

District administrators can create custom tags that can be used across your district to assign to students. Once the tags are created, they can be applied to students by teachers, school administrators, and other district administrators within your district.

This feature is enabled on request for Waterford partners. If you are not seeing this as an available functionality, please reach out to the Waterford Support Team for assistance.

Creating and Managing Custom Tags

To create new custom tags in your district:

  1. Log in to your Waterford account and navigate to the Organizations tab.
  2. Select Tag Manager, then select the + Add Tag button. You will be redirected to a text bar.
  3. Enter the tags that you want to be available within your district. Please note that the accepted characters are:
  • Alphanumeric
  • Underscore
  • Dashes
  • Spaces (excluding leading and trailing)
  1. To add more tags, select the + Add Tags button. A new row where you can add your next tag will appear.
  2. Select Save once you have added all of your new custom tags.

When your tags have been saved, they can be assigned to students within your district by all educators.

screenshot of the Tag Manager
You can also remove tags by selecting the red X button next to any tag. A pop-up window will appear. Choose Yes, Remove Tag to confirm your choice. Removing tags from this list will also remove the tag from any student accounts where it is applied.
screenshot of the Remove Tag window

Assigning Tags to Students

Assigning custom tags to individual students or in bulk can be done by all educators across your district.

Assigning Tags to Individual Students

To assign a tag to a single student:

  1. Log in to your Waterford account and visit the Staff and Students tab.
  2. Select the dropdown bar for an individual student.
  3. In the bottom righthand corner of the Information tab within Staff and Students, scroll to the Tags box.
  4. Press anywhere within this box to see a pre-populated list of tags available for this student.
  5. Choose the tags you would like to assign to this student, then select Save to confirm your choices.
screenshot of the Information tab
Assigning Tags to Multiple Students

You can also assign a tag to multiple students. To assign tags for multiple students at once:

  1. Log in to your Waterford account and visit the Staff and Students tab.
  2. Apply School and Class filters as needed to navigate to the student(s) you would like to assign tag(s).
  3. Check the box next to the name(s) of all students who you want to assign tag(s). You can view the number of student(s) who meet your filter criteria and how many you have currently selected at the top of the list.
To check the box for all students on your list, choose Select All. This will select all students that match the filter(s) you have applied, not just the students shown on the page.
screenshot of the Staff and Students tab
  1. Select the Manage Tags button to the right when you have chosen all the students who you would like to assign the custom tag(s). You will be redirected to a pop-up window.
screenshot of the Manage Tags button
  1. Press anywhere in the pop-up window to select the tag(s) you want to assign to these students. After you have selected one or more tags, a + Add Tags button will appear.
screenshot of the Manage Tags pop-up window
  1. Select the + Add Tags button, then select Confirm to finalize your choices.
screenshot of the Confirm buttton

While your bulk tag assignment request is in progress, visit your notifications to see a progress bar with the operation status. When the operation is complete, you will receive a confirmation dialogue to let you know it was successful.

screenshot of the In Progress notification
screenshot of the Success notification

You will then be able to view student data by tag by using the Tags filter in the Dashboards and Reports tabs.

Applying Tags to Waterford Dashboards and Reports

After you have assigned custom tags to students, you will be able to view student data by tag by using the Tags filter in the Dashboards and Reports tabs. To apply tags as dashboard filters:

  1. Log in to your Waterford account and visit the Dashboards tab.
  2. Select the View (District, Schools, Classes, or Students) you want to see for this dashboard.
  3. Select the Tags filter on the left and apply the custom tag(s) you would like to use to sort your students.
If multiple tags are applied, the results will include students that have at least one of the selected tags applied to their account.
screenshot of the Dashboards tab

To apply tags as report filters:

  1. Log in to your Waterford account and visit the Reports tab.
  2. Select the View (District, Schools, Classes, or Students) you want to see for this report.
  3. Select the Tags filter on the left and apply the custom tag(s) you would like to use to sort your students.
If multiple tags are applied, the results will include students that have at least one of the selected tags applied to their account.
  1. Continue generating your selected report (visit this page for instructions).
For reports, it may take up to two hours from the time tags are added to students before the data reflects accordingly in the report.


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