How to Create a PIMS file for Reporting Artifact Collection Compliance

How to Create a PIMS file for Reporting Artifact Collection Compliance

As a Coordinator, you can create a PIMS data file using the steps below.

The PIMS data file is based on students in a given Class in Smart Futures, or you can pull data for all students in a given Graduation Year as long as they are in at least once Class associated with the school you are logged in to and pulling data for.

How to Create a Class

PIMS data file from Progress Monitoring;
  1. Login as a Coordinator and select the correct school if you have access to multiple schools.
  2. Select Progress Monitoring from the My Reports list on the left.
  3. Select the Instructor and Class you want to want to pull the report for or select just the Graduation Year. Depending on how many students are in this Class/Graduation Year, the report may take a minute or two to fully load on the screen.
  4. When the records of students on the page are displayed, click the appropriate button in the upper right corner of the page to create either a CSV format file or an Excel format file. You will then be asked to save the file to your computer, or it will open automatically based on the preferences set in your browser.
The PIMS data file contains all of the required fields, indicated with an asterisk in the column heading, as well as some additional fields (Student First and Last Name, and the Student DOB) to make the report easier to read before submitting.

When opening the Excel or CSV file on your computer, you may get an error message about the formatting, but you should still be able to open the file without a problem.

The PIMS data file can also be generated using the Custom Report Maker:
  1. Login as a Coordinator and select the correct school, if you have access to multiple schools.
  2. Select Custom Report Maker from the My Reports list on the left.
  3. In Step 1, Select the Instructor and Class you want to want to pull the report for or select just the Graduation Year.
  4. In Step 2, select PIMS Data.
  5. You do not need to select anything from Step 3. If you do choose to add something, you will need to remove that information before submitting the PIMS data file.
  6. In Step 4, select the file format you prefer for the generated report.
  7. Depending on the number of students in the group you are pulling the report for, it may take a minute or two to generate, and then you will be asked to save the file to your computer, or it will open automatically based on the preferences set in your browser.


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