About Setting Up Locations

You must log on as the Account Holder or an Administrator to set up locations using the file upload method.

A location in DataManager associates staff and students with testing. You must create locations in order for you and your staff to set up test events and assignments, run web reports, and perform other tasks using DataManager.

Note: Prior to setting up locations in a data file, check to see if those locations already exist in DataManager. To search for a location, log on to DataManager, click Admin in the upper right corner, click Manage Locations, and then click Search/Edit Locations. If your location name appears, then that location already exists in DataManager and you should not attempt to create it again. Use the location names exactly as they appear in DataManager when you create location, staff, and student data files.

To set up locations in DataManager, you must complete the following:

     Download the Location File template.

     Enter your location data into the template. Retain all columns (headers) even if you have no data to enter for them.

     Save the template as a data file.

     Upload the data file to the SFTP site in your DataManager folder.

Most school systems upload only one location data file. The location data is never deleted as part of the import process; however, you can make changes to the location data by uploading a data file containing the updates.

When one teacher replaces another for a particular class, add the new teacher as a new class-level location using the Admin tool on the DataManager platform. If the teacher is new to the school system, you will also need to add the new teacher as a Staff/User. For more information, see Data Administration.

Organizational Hierarchy

The arrangement of locations in DataManager should reflect the hierarchical organization of your school system and the relationships between school buildings and classes. Location setup allows for six levels of hierarchy, though most organizations do not use all of the available levels.

The available levels in the hierarchy are as follows:







Typically, testing programs use only the District/Area, School/Building, and Class levels. Additional levels may be used for regional testing programs with school groups, archdiocesan testing programs that include a number of dioceses, or state-level testing programs.

Students are assigned to classes and can have only one class assignment. Staff/users may be assigned to any level in the hierarchy and can have multiple location assignments; however, the assignment must all be at the same level in the hierarchy.

Your assigned location level, along with your role assignment, determines the records you can view and the tasks you can perform in DataManager. You can view only those records that are at or below your level in the location hierarchy, and you can perform only those tasks for which you have been assigned the appropriate role (see Understanding Roles and Permissions for more information about roles).

Note: Your location level and assigned role determine what you will see when you log on to DataManager. For example, you may not see all levels of your organization’s location hierarchy.


Summary reports with group averages are provided for each location where students are tested. When setting up locations, consider how you would like your score reports organized. Ensure that you set up a separate location for each level at which you would like to receive a summary report. For example, if you would like a building summary report containing results for all classes within the building, you must set up a building-level location.

Online Testing

Online test sessions may accommodate students from any number of classes, provided they are being administered the same test level.

See Also:

About Data Files and Rosters

About Setting Up Staff/Users

About Setting Up Students