Note
This article applies to Imagine Math, Imagine Math Facts, and all programs in the Imagine Learning Product Portal.
A successful school year starts with a successful rostering experience. This workflow is designed to help District Administrators, IT Administrators, Principals, or those who are familiar with rostering decisions and methods make the right rostering decision for their school or district.
Choosing the best method for your school or district
Imagine Learning offers three ways to roster: Self-Managed, One-Time Assisted, and Automated. Review the table to determine which method works best for your school or district.
| Self-Managed | One-Time Assisted | Automated | |
|---|---|---|---|
| Head count: How many accounts do you need? | Less than 50 accounts | 50–200 accounts | 200+ accounts |
| Student mobility: How often do students move between schools in your district? | Students don't move often | Students don't move often | Students move often |
| Rostering frequency: How often do you need to update your rosters? | As needed | 1–2 times per school year | Daily or weekly |
| Current integration method: How do you currently roster students? | Manually | Manually | Using a Student Information System (SIS) or third-party integration service |
Caution
Students assigned the following programs should only be rostered into a single school:
- Imagine+ Assessment
- Imagine MyPath Math/Reading
- Imagine+ Math
- Imagine Purpose
Enrolling these students in more than one school may result in issues such as blocked assessments, missing learning paths, or gaps in reporting.
(If students are already assigned to multiple schools, please contact Imagine Learning Product Support for assistance.)
How rostering works
Once you have chosen a method, you can expect the following:
| Self-Managed | One-Time Assisted | Automated | |
|---|---|---|---|
| Initial rostering | We provide in-product tools that guide you through how to roster users and classes manually, without assistance from Imagine Learning. | We provide import templates and instructions for uploading your data. Once received, our Technical Services team validates the data and then imports the users and classes in bulk. We then verify with you that the accounts were successfully created. | Use your Student Information System (SIS) to manage users.
|
| Subsequent updates to rosters | You use in-product tools to update rosters. | After the initial import, use in-product tools to manually update rosters without assistance from Imagine Learning. | Changes are reflected in automated, regularly scheduled imports, or syncs. |
| How users log in | Users log in manually. | Users log in manually. | Users log in via Single Sign-On (SSO) if the district has it. Otherwise, users log in manually. |
| Next step | Choose between two options for self-managed rostering— individually or in bulk/via file import. | If you choose assisted rostering, continue to the instructions for one-time assisted rostering. | If you are interested in automated rostering, reach out to your Customer Success Manager (CSM) who can connect you with our Integrations team. |