Follow Up Data (FW) (Ohio)

Classic Path: Student Information > Program Participation: State Programs > Follow Up Data (FW)

Search Terms: Follow

The Follow Up Data (FW) tab is used to record follow-up information for graduates, such as employment and post-secondary plans. Follow-up data may come from state and/or district sources and may be entered manually or imported, as described below. 

Record a student's post-graduate plans on the Follow Up Data tab.

Creating Follow Up Data Records

There are 4 ways of creating Follow Up Data records: 

Option 1: Manual Creation

To create records manually, click New, enter an Effective Date and then enter all data collected for the student, both district and state, into one record and click Save

Option 2: Import File of Both State and District Data

To import Follow Up data, the file must be in comma delimited or tab delimited format. To use this method, combine district and state data into one file. 

The file should include: an identifier to student record (such as State ID), Effective Date, the Category designation of CTE, Graduate, and/or SWD, and applicable data for the category-dependent fields.

Use the Federal/State Program Updater to import the file: 

  1. For Federal Program select Follow Up Data (FW)
  2. Leave Add/Edit Participation selected for Import File
  3. Click Next and then New
  4. Enter a Mapping Name
  5. Select a File Type of Comma Delimited or Tab Delimited based on your file. 
  6. Select an Identifier to use to match student record from the file, likely State ID
  7. Click Save
  8. Select and map columns in the import. See the Federal/State Program Updater article for more information, specifically the steps for Mapping Student Identifiers and Mapping Data Columns.
  9. Click Add/Edit Records.

Option 3: Import State File First, then Manually Add District Data

Step 1: Import State File

First, import the State file to identify which former students require an Follow Up record.

The file should include: an identifier to student record (such as State ID), Effective Date, the Category designation of CTE, Graduate, and/or SWD, and an indicator that the file contains State data. 

Use the Federal/State Program Updater to import the file: 

  1. For Federal Program select Follow Up Data (FW)
  2. Leave Add/Edit Participation selected for Import File
  3. Click Next and then New.  
  4. Enter a Mapping Name
  5. Select a File Type of Comma Delimited or Tab Delimited based on your file. 
  6. Select an Identifier to use to match student record from the file, likely State ID
  7. Click Save
  8. Select and map columns in the import. See the Federal/State Program Updater article for more information, specifically the steps for Mapping Student Identifiers and Mapping Data Columns.
  9. Click Add/Edit Records.

Step 2: Identify Students with Missing Data

Next, create an Ad hoc report to identify students who are missing answers to Follow Up record questions. The basics of creating this filter is described below, but refer to the Query Wizard if you are unfamiliar with this process.

In the Filter Designer, use the Query Wizard to create a student filter. Click Create. The fields for the Follow Up Data tab can be found in Student > Learner > State Programs > Follow Up Data (FW) in the list of Ad hoc fields. Select which fields to include in the report. Click Next.

Next, enter parameters to identify records with missing data. There are two ways to set up this filter - covering all Follow Up records (Graduate, CTE, and SWD in the same filter) or creating filters for each record category: 

Parameters for Single CategoryParameters for All Categories
  • Set the selected category (Graduate, CTE, or SWD) to "Is not null"
  • For the questions included in this category (as described in the table below), set all questions to "Is null"
  • Enter a Logical Expression to pull all data if some questions are answered but others are not. In the example below, the Category (Graduate, CTE, SWD) is field 2 and the questions that correspond to that category are fields 5, 7, 12, etc. Therefore, the logical expression looks like this:
    2 AND (5 OR 7 OR 12 OR 13 OR 14 OR 15 OR 16 OR 18 OR 19 OR 20)
  • Set all three categories (Graduate, CTE, or SWD) to "Is not null"
  • Set all questions to "Is null"
  • Enter a Logical Expression to pull all data if some questions are answered but others are not. In the example below, the Categories are in fields 2, 3, and 4 and the remaining fields are the questions. For each category, include the numbers for the question fields that correspond to that category (such as 5, 7, 12, etc for the category in field 2), as follows:
    (2 AND (5 OR 7 OR 12 OR 13 OR 14 OR 15 OR 16 OR 18 OR 19 OR 20)) OR (3 AND (6 OR 7 OR 8 OR 9 OR 10 OR 11 OR 12 OR 15 OR 15 OR 17 OR 18 OR 19 OR 20)) OR (4 AND (5 OR 6 OR 12 OR 14 OR 15 OR 16 OR 18 OR 19 OR 20))

Finally, give the filter a name and click Save & Test to see results.

Step 3: Update Imported Records based on District Data

Finally, open the Follow Up Data record for students with missing data and manually complete the records.

Option 4: Start with District Data, Amend with State Data, Reconcile Duplicates

Step 1: Record District Data

Enter district data by manually creating a record for each student and entering data OR by importing a District File. 

To import Follow Up data, the file must be in comma delimited or tab delimited format. The file should include: an identifier to student record (such as State ID), Effective Date, the Category designation of CTE, Graduate, and/or SWD, and applicable data for the category-dependent fields. 

Use the Federal/State Program Updater to import the file: 

  1. For Federal Program select Follow Up Data (FW)
  2. Leave Add/Edit Participation selected for Import File
  3. Click Next and then New
  4. Enter a Mapping Name
  5. Select a File Type of Comma Delimited or Tab Delimited based on your file. 
  6. Select an Identifier to use to match student record from the file, likely State ID
  7. Click Save
  8. Select and map columns in the import. See the Federal/State Program Updater article for more information, specifically the steps for Mapping Student Identifiers and Mapping Data Columns.
  9. Click Add/Edit Records.

Step 2: Upload State File

Next, import State data. The file should include: an identifier to student record (such as State ID), Effective Date, the Category designation of CTE, Graduate, and/or SWD, and an indicator that the file contains State data. 

Use the Federal/State Program Updater to import the file: 

  1. For Federal Program select Follow Up Data (FW)
  2. Leave Add/Edit Participation selected for Import File
  3. Click Next and then New.  
  4. Enter a Mapping Name
  5. Select a File Type of Comma Delimited or Tab Delimited based on your file. 
  6. Select an Identifier to use to match student record from the file, likely State ID
  7. Mark Allow Overlapping Records is selected.
  8. Click Save
  9. Select and map columns in the import. See the Federal/State Program Updater article for more information, specifically the steps for Mapping Student Identifiers and Mapping Data Columns.
  10. Click Add/Edit Records.

Make sure that Allow Overlapping Records is selected.

Step 3: Identify Duplicate Records

Create an Ad hoc Filter to find students with multiple Follow Up records. 

  1. In the Filter Designer, use the Query Wizard to create a student filter. Click Create
  2. The fields for the Follow Up Data tab can be found in Student > Learner > State Programs > Follow Up Data (FW) in the list of Ad hoc fields. Select the followUpData.personID and followUpData.followUpDataID fields and click Next. If desired, also add Student > Demographics > lastName, firstName, and middleName to identify students by name instead of personID.
    • Campus also recommends including the followUpData.stateData field so that state records are differentiated.
    • To simplify the report, on the third screen of the Query Wizard, set followUpData.personID to have a Sort value of 1 and a Direction of Descend. Sorting by PersonID makes it easier to notice duplicates.
  3. Give the query a Name and click Save & Test. All students who have more than one followUpDataID for a given personID have duplicate records.

Step 4: Reconcile Duplicate Records

Align state and district records by adding any missing data to the District record.

Fields in the Follow Up Data Tab

For all records, the Effective Date, State Data checkbox, and Comments field display. The State Data checkbox can only be marked as part of the import process; this field cannot be marked manually. If a record with State Data marked is modified, the checkbox will no longer be marked.

Additionally, there are three categories of records in the Follow Up Data tab. Those categories are: 

  • Graduate
  • CTE (Career Technical Education)
  • SWD (Students with Disabilities)

Based on the category selected for the record, various fields display. The following table describes those fields, indicates their respective Ad hoc fields, and indicates which records each field displays for. 

Follow Up FieldAd hoc FieldGradCTESWD
Employment StatusemploymentStatusXXX
Employment Career FieldemploymentField
X
Employment Typical House/WeekemploymentHoursX
X
Employment DurationemploymentDuration

X
Employment Compensation TypeemploymentCompensation

X
Employment SettingemploymentSetting

X
Employment Advanced OpportunityemploymentAdvanced

X
Apprenticeship StatusapprenticeShipStatusXXX
Apprenticeship TypeapprenticeShipTypeX

Post-Secondary StatuspostSecondaryStatusXXX
Post-Secondary Education TypepostSecondaryTypeXXX
Post-Secondary & Advanced TrainingpostSecondaryAdvancedXX
Post-Secondary Enrollment DurationpostSecondaryEnrollment

X
Military Enlistment StatusmilitaryEnlistmentXXX
Service Program StatusserviceProgramXXX
Other Follow-up StatusotherFollowUpXXX