Adding Learners in Boost Insights

Introduction

There are two ways to manually add learners to Boost Insights: individually and in bulk via CSV upload. Alternatively, you can sync with your MIS instead. 

Before you can add learners to your account, you must set up your year groups and classes first.

Before Adding a New Learner

Before adding a new learner, it's worth checking if they're already registered.

If they're in Pupils > With Access, they'll be able to log in to Boost Insights and you don't need to do anything else.

If they're in Pupils > Without Access, you'll need to grant them full access before they can log in.

If they're in Pupils > Pending Deletion, you'll need to cancel their deletion and grant them access. 

Adding Learners Individually

1. Log in to Boost Insights as the Access Coordinator.
2. Click the Admin Hub icon in the bottom left. 
3. Go to Pupils > With Access. 
4. Click Add Pupil in the bottom right.
5. Enter the details of the learner you'd like to add. Asterisked fields are mandatory. Switch to the Contextual Information tab if you want to enter additional information to populate your contextual groups. 
6. Click Save.

Once saved, the learner will be automatically placed in Pupils > With Access. You'll be able to assign and administer tests, view marks, and see them on reports straight away.

Adding Learners in Bulk via CSV 

1. Log in to Boost Insights as the Access Coordinator. 
2. Click the Admin Hub icon in the bottom left. 
3. Go to Pupils > With Access.
4. Click Import CSV in the bottom right, then Download a Template. 
5. Populate the CSV according to our pupil import CSV guidelines.
6. Return to Pupils > With Access in the Admin Hub and click Import CSV again, then Select Your CSV.... 
7. Choose the edited CSV file and then click Upload the CSV.

A pop-up window will show the status of your upload. If any records fail to upload, you'll be able to download a copy of your CSV with the error messages. You can correct and reupload this CSV to import the rejected learners.

During peak times, like the start of a new academic year, your CSV upload will take longer than normal. If your file says it has been validated and is pending processing, rest assured that your file is in the queue. You can exit the Admin Hub if needed without cancelling the upload. 

If you are concerned that your file has become stuck (i.e. it has remained as processing for more than 24 hours since the time you uploaded it), please contact the digital support team.