Adding/Editing User Sources of Data

The User Sources of Data feature in SE FIE allows individual users to create, import, edit, and remove sources of data used in Full Individual Evaluation (FIE) reports. These sources often represent assessments, evaluation tools, or data-collection methods used during the evaluation process.

Each user maintains their own "User Defined Sources of Data" list, which can be managed through the SE FIE menu.

Pro Tip: The "User Sources of Data" list is visible across districts for the same user account.

Co-ops and SSAs

For districts operating within a cooperative (co-op) or shared services arrangement (SSA), sources of data behave differently across districts.

  • Changes made to sources of data in one district do not affect other districts within the co-op or SSA.
  • Districts may choose to maintain a master district list containing the preferred sources of data.
  • Individual users can then import the desired sources of data into their own "User Sources of Data" list.

Because these sources are tied to a user’s login account:

  • Users can access their sources of data across all districts they work in.
  • Imported or custom sources of data remain available to that user in any district.

Adding a Data Source

Note: Any assessment added or edited by a user appears in the FIE "Sources of Data" table with the label “-user defined.” This label helps identify user-created sources while allowing users to select items from the district "Source of Data" list. The label appears only on the FIE title page and does not appear in individual sections or in the final printed report.
  1. Navigation:
  2. SE FIE
  3. Edit User Sources of Data

To import a sources of data from the district "Source of Data" list:

  1. Open the Select a Source of Data Template to Import dropdown.
  2. Choose the desired assessment.
  3. Click Import Template.

Import Source of Data template dropdown

The imported sources of data will now appear in the user’s "User Sources of Data" list.

Creating a Custom Data Source

If the desired assessment is not available in the district template list, users can create a custom sources of data.

  1. Enter the assessment title in the Create Custom Source of Data field.
  2. Click Create Source of Data.

Create custom Source of Data field

The custom sources of data will be added to the user’s list and can be used in FIE reports.

Editing an Imported or Custom Data Source

To edit a sources of data:

  1. Open the Select a Source of Data to Edit dropdown.
  2. Choose the sources of data you want to modify.
  3. Edit the Name of Source of Data field if needed.
Edit Source of Data screen
Note: If multiple versions of the same sources of data are needed, distinguish them by adjusting the title (for example, changing “4th Edition” to “Fourth Edition”). Avoid adding initials or special characters, as these will appear in the final printed FIE.

You can also add information in the Description of Source of Data field.

Removing an Imported or Custom Data Source

To remove a sources of data, select Remove Source of Data from Available List.

Note: Removing a sources of data deletes it from any draft FIEs. If a locked FIE is later unlocked, the sources of data will also be removed.

Adding a New Component

Components typically represent subtests or composite names within a source of data.

To add a component:

  1. Click Add New Component.
  2. Enter the Component Name.
  3. Click Insert.

Add new Source of Data component

Note: If fields other than "Results" or "Interpretations" are added, at least one component must be created to ensure the table appears correctly in the printed FIE. Do not exceed 75 total components.

Adding a New Field

Fields represent column headers in the "Source of Data" table, such as test results or score descriptors.

To add a new field:

  1. Click Add New Field.
  2. Enter the Field Name (for example, "Standard Score or Percentile Rank").
  3. Select the Field Type from the dropdown.
Add new Source of Data field screen

Available field types include:

  • Yes/No Radio
  • Yes/No/NA Radio
  • True/False Radio
  • Below/Avrg/Above Radio
  • Single Checkbox
  • Textbox
  • Date
  • Numeric
  • Large Text Box
Note: The large text box is a multiline field and may only be used in Column Position 99.

Next, enter the Position value.

Column positions follow the 10s format:

  • 20
  • 30
  • 40
  • 50
  • 60

The "Source of Data Components" column always appears first.

Note: Tables support a maximum of six columns, including the components column. Exceeding Column Position 60 causes additional columns to wrap to the next page.

Finally, click Insert to add the field.