Creating a new Watch List in Coyote Connections

Issue/Question

Is there a way to import an Excel spreadsheet or possibly have the data directly dropped into my Coyote Connections?

Environment

• Coyote Connections
• Faculty
• Advisors
• Instructors

Cause

Import students into a watch list in Coyote Connections that will simplify your messaging/tracking of these students. Watch lists of students are used to track generally smaller groups of students over a long period of time.  They are accessible only by the user who creates them.  In order to create a watch list, the user will need an Excel file that contains, minimally, a list of student IDs.

Resolution

Note: The Excel sheet must be saved as a .csv file in order to be uploaded as a watch list

1. Sign in to Coyote Connections from the myUSD portal
   1. Below Quick Links
   2. Click Coyote Connnections
2. On the left bar Click icon that looks like a with a plus sign below
3. To create a new watch list
   1. Click Action 
   2. Click Upload Watch List
   3. Click 
   4. Select New Watch List
   5. Type the name of the new list
   6. Click Confirm
4. ​​​​​​​​​​​​​​In Upload File to Watch List
   1. Click Choose File
   2. Browse to the .csv file you have saved
   3. Click Click to upload the file

​​​​​​​​​​​​​​​​​​​Note: If you return to your Watch List page, you should see your new list. 

5. To interact with the students in a particular Watch List
   1. Click the list name
   2. The students associated with the list will appear
   3.  the students you want to interact with
6. To Message, Schedule Appointments or raise an alert
   1. Click ​​​​​​​Actions 

Note: For particularly large files, it can take some time to load all of the students into a Watch List.  Simply refresh the page to see if all of the students have loaded.​​​​​​​