Colorado Career Advising Training: An Introduction to Navigating the Colorado Career Advising Tool
How do I remove a student, move them to a different link, or update their name?
Users with the permission “This person can view and edit ALL private groups, and view archived reports.” can hide a student who is no longer with the organization or move a student who took an assessment in the wrong link. They can also update student first and last name and email as they are displayed in the dashboard.
This procedure refers to individuals who have taken an Indigo Assessment and are shown in the Indigo Dashboard. It does not refer to dashboard users.
If you have access to multiple dashboards, you can move individuals to a different dashboard. This may be necessary if a student used a staff link or someone changed schools. An individual may only be in one dashboard at a time.
Archiving individuals removes them from the main interface of the dashboard. This is often done for staff or students who leave an organization. Individuals are not fully deleted and can be un-archived in the future. If you want to remove an entire group of students such as a graduating class, contact support@indigoproject.org.
Open the Move/Archive Report Tool
Log in to your dashboard and click on the Data Table or Find Someone tile. Use the search function to locate the person you want to move, archive, or edit and click on their name to expand the options. You will see the quick buttons. Click on Full Profile.
This will open a new page with the individual’s information. Once opened, click on the purple button in the top left-hand corner.
This will open a dropdown menu. Select Move/Archive Report.
This opens a box with the label Edit/Override Report Info where you can change their status.
Archive a Report
Locate the Change Status? option at the bottom of the Edit/Override Report Info box. Change it from Active to Archived by clicking on the arrow to open the menu and selecting Archived. You should not fill in any other box.
Check that Change Status? now says Archived, then click the Save Changes button.
Confirm the change in the “are you sure” pop-up, then the person will be archived. They will no longer show up in the Data Table, Find Someone, or Groups tile, or from a search. Only users with permission to see archived reports will be able to access the report by going to the Archived filter in the filter menu of the Data Table.
Move a Report
Locate the Link field at the bottom of the Edit/Override Report Info box.
Click in the Link field and begin to type in the link code or link name you want to move the individual to. It does not matter which dashboard the link is in. (If you don’t know the link name, check the list in the Groups tile.) Click on the link that the person should be moved to. It should now appear in that field.
Click Save Changes and confirm your choice in the pop-up. The report will now show up in the new selected link in all locations in the dashboard.
Edit Name or Email
To edit an individual’s name or email, open the same Edit/Override Report Info box, type the correct information into the First Name, Last Name, or E-mail field, and click Save Changes.
If you want to move/archive someone and do not have the ability, speak to the Indigo contact at your school.
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