Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
plsis:collectionsbatchchanges [2016/11/07 18:59]
max ↷ Page moved from sis:collectionsbatchchanges to plsis:collectionsbatchchanges
plsis:collectionsbatchchanges [2017/01/24 21:34] (current)
max
Line 1: Line 1:
-  +{{tag>​admin_essential}} 
-Collections and Batch Changes +======Collections and Batch Changes====== 
-Please remember these important facts when working in the SIS.  +<WRAP todo round 60% center> 
-The SIS currently enables two menu styles, Classic ​and ModernThese Manuals are constructed with the Modern Menu in mind. If using Classic, the locations of certain procedures ​may vary.+This manual is __Under Development ​and Review__It may be moved, removed, or renamed without noticeThank you for your patience while we work on updating and organizing this information. 
 +</​WRAP>​ 
 Collections and Batch Changes can be used to complete certain actions in mass. Collections and Batch Changes can be used to complete certain actions in mass.
-Collections 
-Step 1 Go to Administration>​ Student Info.> Show Student List 
-Step 2 Clear any recent students (This is important! The collection will grab onto these names if not cleared!) 
-a. Go to bottom of page and click clear 
-b. Also check top search, if there is anything there, clear history 
-  
-Step 3 Choose students for collection 
-**Grade Level specific. Make sure to do batch enrollments by grade or you could end up with a major mess** 
- 
  
-a. Click Collector at bottom of browser window +===== Collections ===== 
-  +  - Go to Administration>​ Student Info.> Show Student List 
-b. Click “Add to Collection” This will bring up a student list to choose from +  - Clear any recent students (This is important! The collection will grab onto these names if not cleared!) 
-  +    - Go to bottom of page and click clear 
-c. Check off boxes next to names you wish to add OR Check All +    - Also check top search, if there is anything there, clear history 
-  +  - Choose students for collection 
-d. Choose “Add Selected” button +    - Click Collector at bottom of browser window 
-e. A green Items Added Successfully message will appear and you may click “Return to Collector Home” button +    ​- ​Click “Add to Collection” This will bring up a student list to choose from 
-f. Choose view to see who is in this Collection +    ​- ​Check off boxes next to names you wish to add OR Check All 
-Step 4. Choose Reg, Enr, Tchr from any student on the Student List (as shown below) +    ​- ​Choose “Add Selected” button 
-Step 5. On the following page choose the appropriate action from the dropdown menu and click OK +    ​- ​A green Items Added Successfully message will appear and you may click “Return to Collector Home” button 
-  +    ​- ​Choose view to see who is in this Collection 
-Step 6.   Change the Start Date, Grade, School Track and any other necessary information that you would like to change +  ​- ​Choose Reg, Enr, Tchr from any student on the Student List (as shown below) 
-Step 7. Click “Preview Changes” at the bottom right of the screen+  ​- ​On the following page choose the appropriate action from the dropdown menu and click OK 
 +  ​- ​Change the Start Date, Grade, School Track and any other necessary information that you would like to change 
 +  ​- ​Click “Preview Changes” at the bottom right of the screen 
 +  - The next page you may review the students in the collection and the fields changed on the previous page 
 +  - Type CONFIRM in the box and click Perform Changes to complete the process  
 +===== Batch Changes =====
  
-  +  - Activate your collection by either creating a new one or using one that is there 
-Step 8. The next page you may review the students in the collection and the fields changed on the previous page +  ​- ​Go to the page in the system you want to make changes for the students. For example you may change student’s demographics,​ NSLP, Family Information and so forth. Go to that area for ANY student 
-Step 9. Type CONFIRM in the box and click Perform Changes to complete the process  +  ​- ​Click the BATCH button in the purple box in the collection  
-Batch Changes +  ​- ​Click OK in the box that appears 
-Step 1. Activate your collection by either creating a new one or using on that is there +  ​At the top of the page a purple box will appear where you will see the first student active in the white box 
-Step 2. Go to the page in the system you want to make changes for the students. For example you may change student’s demographics,​ NSLP, Family Information and so forth. Go to that area for ANY student +  ​- ​Make the changes you would like on the student’s page and SAVE 
-Step 3. Click the BATCH button in the purple box in the collection  +  ​- ​Then click next student in the Batch box and make changes to that students page. You may move backwards by clicking previous student or next student to see the newest 
-  +  ​- ​When you have completed your changes, turn OFF Batch Mode by clicking off in the upper box. Then close the purple box at the bottom of the page by clicking the Red X
-Step 4. Click OK in the box that appears +
-Step 5.  At the top of the page a purple box will appear where you will see the first student active in the white box +
-Step 6. Make the changes you would like on the student’s page and SAVE +
-Step 7. Then click next student in the Batch box and make changes to that students page. You may move backwards by clicking previous student or next student to see the newest +
-Step 8. When you have completed your changes, turn OFF Batch Mode by clicking off in the upper box. Then close the purple box at the bottom of the page by clicking the Red X +
-  +
- --- //Last Updated by [[bailey@schoolpathways.com|Bailey Higgins]] on 2016/04/06 18:47//+
  • plsis/collectionsbatchchanges.1478545149.txt.gz
  • Last modified: 2016/11/07 18:59
  • by max