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As an Org Manager, you can create teams at any level of the organization you manage, allowing you to filter student data by team. 

If you are an Org Manager for a district:
Navigate to your Admin tab and then into your Team Management sub-tab. Separate teams for each school in your district will already be visible here, labeled as Schools. You can create teams under each School which can be labeled Departments.

If you are an Org Manager for a School:
You can create teams under your School to label your different Departments.

To create a new team:

  1. Once you are logged in to your Formative account, select the “Admin” tab along the top of the screen

  2. Select the “Team Management” sub-tab and click on the org you would like to add a team to

  3. In the panel on the right, click on the "+" icon next to the number of teams. This will bring up a window called "Add Org"

  4. Type the team name, and type or edit the city and state/country

  5. Click to select whether the team is a district, school, or department, then click "OK!"

Your new team will appear under its parent org.

You can add educators to this new team in exactly the same way that you added educators to the original org (this article explains the process).

You can also designate an educator as an Org Manager just for a specific School or Department team. This may be helpful so that other people can help you to add educators. When you add them to the team, simply choose their role as "Org Manager."

What's Next?

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