Term Setup Guide

Setup files you will need

1. Students
2. Faculty and Staff
3. Admin Assignments
4. Courses
5. Course Sections
6. Instructor Assignments
7. Student Enrollments
8. (Optional) Course Sections Survey Dates

Download the files here: All Term Setup Files

File Formats

Students

This file contains essential information for setting up student accounts in ClassRanked, including their name, email, school ID, and default password.

Download the template here: students.csv

Faculty and Staff

This file contains essential information for setting up instructor and admin accounts in ClassRanked, including their name, email, school ID, and default password.

Download the template here: faculty-and-staff.csv

Admin Assignments

This file maps administrators to specific academic units within your institution's reporting hierarchy, determining their level of access and permissions in the ClassRanked system.

Download the template here: admin-assignments.csv

Courses

This file contains essential information for setting up courses in ClassRanked, including their title, abbreviation, associate parent academic unit, and any custom course attributes.

Download the template here: courses.csv

Course Sections

This file contains essential information for course sections in ClassRanked, including section identifiers, affiliated course, term dates, and scheduling details to properly set up course instances.

Download the template here: course-sections.csv

Instructor Assignments

This file specifies which instructors are assigned to teach which course sections, by mapping their emails to the Section ID (referred to here as Academic Unit)

Download the template here: instructor-assignments.csv

Student Enrollments

This file specifies which students are enrolled in which course sections, by mapping their emails to the Section ID (referred to here as Academic Unit)

Download the template here: student-enrollments.csv

(Optional) Course Sections Survey Dates

This file allows you to set custom survey start, end, and result release dates for each course section - optional if using native course syncing tools in ClassRanked.

Download the template here: course-section-survey-dates.csv

Upload Steps

To ensure data accuracy, always download your upload receipts from the Activity Monitor at each step, immediately after uploading a file. Receipts help you quickly verify uploads and resolve potential issues.

1. Upload Faculty and Staff.

   1. Go to: https://insights.classranked.com/admin/faculty_and_staff

   2. From Faculty & Staff table: Click Add Faculty → Upload Faculty (.csv) and upload your Faculty and Staff file.

      Upload Students

   3. Go to: https://insights.classranked.com/admin/students
   4. From Students table: Click Add Student → Upload Students (.csv) and upload your Students file.

2. (Optional) Update Reporting Hierarchy

   

   1. Go to: https://insights.classranked.com/admin/reporting_hierarchy
   2. By clicking through the table, navigate to the Academic Unit under which you would like to create a new Academic Unit.

2. Upload, Add, or Remove Admin Assignments

   1. Navigate back to: https://insights.classranked.com/admin/faculty_and_staff
   2. Option 1: Recommended for bulk adding admin assignments:
      1. From Faculty and Staff table: Click Add Faculty → Upload Faculty Roles (.csv) and upload your Admin Assignments file.
   3. Option 2: Recommended for one-off updates and removals:

      1. From Faculty & Staff table: Double click on any faculty member's name to manage their admin role assignments.

         Upload Courses

   4. Go to: https://insights.classranked.com/admin/course_catalog

   5. From the Courses table: Click Add Courses → Upload Courses (.csv) and upload your Courses file

      Create a Term

   6. Go to: https://insights.classranked.com/admin/terms

   7. From the Terms table: Click Create Term

      Upload the following files into your newly created term*:

   8. From Sections table: Click Add Course Sections → Upload Course Sections (.csv) and upload your Course Sections file.
   9. From Sections table: Click Add Course Sections → Upload Instructor Assignments (.csv) and upload your Instructor Assignments file.
   10. From the Student Enrollments table: Click Add Enrollments → Upload Enrollments (.csv) and upload your Student Enrollments file.

3. Setup Survey Project for this new Term.

1. Navigate to: https://insights.classranked.com/admin/distribution_series
2. If you are creating a new Survey Project**:
   1. On the top right hand corner, Click Create Survey Project and provide your new Survey Project a name
   2. A new table should appear titled whatever you provided as the Survey Project name.
   3. Continue with the same steps below, for "If you are adding a term to an existing Survey Project"
3. If you are adding a term to an existing Survey Project:
   1. From the Survey Project table you are interested in adding a new term to: Click Add Term
   2. Fill out the required fields to create a Survey Project.
      1. Term: The term you want to survey.
      2. Survey: The template you want to survey.
      3. Default Start Date: The start date of the Survey Project
      4. Default End Date: The end date of the Survey Project
      5. Default Report Release Date: The fallback date that admins and instructors will be able to view the results of a survey project—if a section-level one is not provided.
4. Publishing a Survey Project (March 2026): When you publish a survey project, a confirmation modal asks you to acknowledge that the survey template, course sections, instructor assignments, and student enrollments are all up to date. Optional Review links in the modal let you jump to each of those sections to verify before confirming.

8. Add or Upload Course Sections Survey Dates into Survey Project

   

   1. Option 1 (recommended): Use Auto Import
      1. Click Sync Course Sections
      2. Set Survey Date rules - these will be applied to all Course Sections.
      3. Set Syncing rules - Only course sections that match the rules you set here will be brought into the survey project. This will update as new course sections are added in the term.
      4. Note (March 2026): Sync Course Sections cannot be disabled once a survey project is in the Live state. However, you can edit or disable Sync Course Sections settings while a project is live if you need to add or correct course sections.
   2. Option 2: Upload via .csv
      1. From Course Sections table: Click Add Course Sections → Upload Course Sections (.csv) and upload your Course Section Survey Dates file.
         1. The Course Sections provided must match Course Sections that exist in the term you are affiliated with.
   3. Filter & Bulk Select (Added February 2026): When adding course sections to a Survey Project, you can filter and bulk-select sections, then add the matching set in one action — useful for large terms.

Adding a Course Section to a Survey Project from the Terms Page

As of April 2026, you can add a course section to an existing survey project directly from the Terms page. Open the course section's detail modal, go to the Survey Projects tab, and click Add to Survey Project. Survey dates pre-fill from the project's defaults. Projects the section is already in are disabled with a tooltip explaining why.

Footnotes

* Any of these uploads can also be done manually for one-off sections, instructor assignments, or enrollments not included in your CSV.

** Create a new survey project if you're:

1. Evaluating something fundamentally different—like a new template with major question changes.
2. Shifting your evaluation's purpose—capturing different insights or measuring new outcomes.
3. Drawing a clear line between past data and new results. When your survey evolves drastically, a separate project ensures your reports stay clean and actionable.