---
title: 11. Managing Lists, Classes, and Terms in TrackAble
description: Learn how to manage lists, classes, and term dates in TrackAble. Includes step-by-step guidance on adding and editing items, creating class groups, assigning frameworks, and configuring school terms.
---
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# 11. Managing Lists, Classes, and Terms in TrackAble
## The Lists section in TrackAble allows you to manage key information used throughout your school’s setup, including pupil attributes, class groups, and term dates. This guide explains how to work with Lists, create and assign classes, and manage academic terms.
### **Accessing the Lists Menu**
1. Go to the **Admin Menu** (via the yellow cog icon).
2. Click **Lists**.
The Lists area controls many of the underlying options used across TrackAble.
### **1. Managing Lists in TrackAble**
Lists include:
- Disabilities
- Learning Needs
- Ethnicities
- Key Stages
- Year Groups
All lists function in the same way—you can **add**, **edit**, **delete**, and **re-order** items.
#### **Adding, Editing, and Deleting List Items**
### **Add a New Item**
1. Select the list you want to update.
2. Click **Add**.
3. Type the name of the item.
4. Click **Save**.
> New items must be added here before they can be used in pupil records.
### **Edit an Item**
1. Click **Edit** next to the item.
2. Rename the item.
3. Click **Save**.
### **Delete an Item**
1. Click the triangle next to **Edit**.
2. Select **Delete**.
3. TrackAble will prompt you to:
- **Move existing pupils** in that category to another one **(recommended)**, or
- **Just Delete** the category.
> ⚠️ **Use “Just Delete” with care.**
> If pupils are currently assigned to that category, deleting it will remove that information from their record and affect reporting.
#### **Re-ordering List Items**
You can adjust list order to match your school’s preference.
### **Steps**
1. Hover over the **hand icon** beside an item.
2. Click and hold your mouse button.
3. Drag the item to the new position.
This new order will appear everywhere the list is used.
### **Important Notes**
- **Key Stages and Year Groups** should be in the correct ascending order (Year 1, Year 2, etc.) to support automatic updates over summer.
- When adding a **new Year Group**, TrackAble will require you to choose the matching **Key Stage**.
### **2. Managing Classes in TrackAble**
Classes define which pupils, subjects, and assessment frameworks users can access.
### Types of Classes
- **Tutor Groups** (linked directly to pupil records; each pupil has only one)
- **Teaching Groups**
- **Ad-Hoc Groups**
A pupil may appear in multiple Teaching or Ad-Hoc Groups.
#### **Tutor Groups**
### **Adding a Tutor Group**
1. Go to **Admin \> Lists \> Classes**.
2. Click **Add Class**.
3. Enter the class name.
4. Choose **Tutor Group** as the Group Type.
5. Click **Save**.
### **Assign Pupils**
Tutor Groups are assigned **via the pupil record**:
Go to **Admin \> Pupils** and edit the pupil’s record.
#### **Assigning Assessment Frameworks or Subjects to a Class**
You can allocate either:
- **A full assessment framework**, or
- **Selected subjects** from a framework.
### **Steps**
1. Go to **Admin \> Lists \> Classes**.
2. Click **Edit** next to a class.
3. In **Assessment Frameworks** or **Subjects**, type the first 3 letters to search.
4. Select the item.
5. Click **Save**.
> **Note:**
> If you add a full framework, its subjects will not appear separately in the subject selection list as they are already included.
#### **Teaching Groups and Ad-Hoc Groups**
These groups allow you to create flexible class structures such as:
- After-school clubs
- Intervention groups
- Special learning groups
### **Steps to Add a Teaching or Ad-Hoc Group**
1. Click **Add Class**.
2. Enter the class name.
3. Choose **Teaching Group** or **Ad-Hoc Group** in Group Type.
4. Add pupils by typing the first three letters of their name.
5. Assign frameworks or subjects as described above.
6. Click **Save**.
#### **Removing Pupils from Teaching or Ad-Hoc Groups**
1. Go to **Admin \> Lists \> Classes**.
2. Click **Edit** next to the class.
3. Click the **X** beside the pupil’s name.
4. Click **Save**.
### **3. Managing Academic Terms**
TrackAble uses your term dates to calculate progress accurately.
### **Important Notes**
- Schools may operate on a **3-term** or **6-term** model.
- You must **add term dates each year**.
- TrackAble recommends adding **four years** of term dates to cover a full key stage.
- If you do not yet know future term dates, enter **temporary dates** and update them before the term begins.
#### **Adding or Editing Terms**
1. Go to **Admin \> Lists \> Terms**.
2. Click **Add Term** or **Edit Term**.
### **To Add a Term**
1. Click **Add Term**.
2. Enter the **Term Name**.
3. Select the **Academic Year**.
4. Choose **Start** and **End** dates using the calendar.
5. Click **Save**.
> **Ensure terms are added in the correct order** to avoid progress calculation issues.
### **Changing Term Dates After the Term Has Started**
If a term has already begun, email:
**support@trackable.org.uk**
### **Need Help?**
If you require support with Lists, Classes, or Terms, contact the TrackAble Support Team at:
**support@trackable.org.uk**
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