Students & Caseload

The Student Picker is the home screen in sight·line. It shows all your active students as cards. Tap any card to open that student’s hub and get to work.

Adding a student

Tap the + button in the top right. Type the student’s name and press Enter. That’s it — no grade level, no ID number, no additional fields required at creation. The student appears immediately as a card on the picker.

You can always edit the name later from within the student’s hub.

Student Picker

The picker shows every active student as a card. Each card displays the student’s name, their most recent session date, and a summary of recent activity. Cards are arranged in the order you last accessed them, so your current caseload stays near the top.

A search bar at the top of the picker filters students by name as you type. If you have students across several schools or caseloads, this is the fastest way to navigate when your list grows.

Student Hub

Tapping a student card opens their hub — the main workspace for a single student. From here you can:

• Review session history. Every past session is listed with its method, date, duration, and primary metric (e.g., rate per minute, percent interval, frequency count). Tap any session to open its full results.
• Start a new observation. The Start Observation button opens the Setup screen, where you choose an observation method and configure the session.
• View Insights. Click the “Full details” button to open the Insights slide-over panel, which surfaces trends across sessions — rate changes over time, phase-level summaries, and AI-generated summaries if you have Pro+AI.
• Open the FBA Workspace. If the student has ABC or Narrative recording sessions, a link to the FBA Workspace appears here. This is the environment for writing and exporting the functional behavior assessment report.
• Quick access to Library and Interventions. The hub header includes buttons to open the Library and Interventions screens for this student, so you can manage definitions and support plans without leaving the hub.

Groups

Drag student cards to organize them into named groups. Groups might represent different schools, caseload types (eval vs. consultation), or evaluation phases. Groups are local — they exist only on your device and are never synced or exported.

To create a group, drag one card on top of another. You’ll be prompted to name the group. To move a student out of a group, drag their card to the ungrouped area.

Searching

The search bar on the Student Picker filters by name in real time. It searches across all active students, including those inside groups. Archived students do not appear in search results unless you switch to the Archived view first.

Archiving a student

When an evaluation concludes, archive the student. Archiving removes them from the active picker so they don’t clutter your current view — but all their sessions, data, and reports are fully preserved. Nothing is deleted.

To archive: open the student’s hub, tap the menu (three dots or gear icon depending on your version), and select Archive.

To restore an archived student: go to Settings > Data > Archived Students. Find the student and tap Restore. They return to the picker immediately.

Deleting a student

Deleting a student permanently removes all their sessions, templates, AI summaries, and associated data. This cannot be undone.

Delete is not the same as archive. Use archive when you’ve finished an evaluation and want to keep the record. Only delete if you’re certain you will never need that data again — for example, a test student you created while setting up the app.

To delete: open the student’s hub, tap the menu, select Delete, and confirm. sight·line will warn you before proceeding.

Student limits by tier

Tier	Active students
Free	1 student
Pro	Unlimited
Pro+AI	Unlimited

If you’re on the Free tier and need to add a second student, you’ll be prompted to upgrade or archive your existing student first.