Registration Mass Update Page
Use this page to mass update registration data for selected students.
If you mass update a district-defined field and a student does not have a record for the district-defined page, the system does not create records for other fields for the page. If there are required fields on the page, you should also load values for these fields.
Note:
Once you complete a mass update, there is no way to undo your changes unless you back up database tables.
Back up your database tables before running a mass update. You can restore data from the backup if you are not satisfied with the mass update results.
Mass Update Student Information
- Back up your database.
- Select Registration from the main menu, select Utilities submenu, select Mass Update, and then select Registration Mass Update.
- In the Prompts panel, enter the information to be mass updated.
- You can update multiple items by adding rows. Click Add in the Actions column to add a new row.
- To delete a row, click (Delete) in the row's Actions column.
- Select the students for the update using the Filter panel. Enter the desired search criteria and click Load.
- To remove students from the Records To Be Updated panel, select their checkboxes in the (Delete) column and then click (Delete) at the top right of the Records To Be Updated panel.
- To select to delete all students from this panel, click (Delete) in the grid's column header. Click again to deselect all.
- In the Run panel, select when to run the report.
- Click Run at the top right of the page.
After the process runs, use the Tasks/Reports options on the Navigation Bar to retrieve the mass update log.
Mass Update Student Information for a Program-tracked Field
Note:
For program-tracked fields, Registration Mass Update only updates records when the student's current value is different than the mass update's New Value. If the current and new values are the same, the program record is not closed and re-opened.
If you need to close and open programs at the end of a school year, define the program to always close the current vector and create a new vector at year end. Then, during year end rollover, run the Program Rollover. For more information, refer to the field description for the Year End section of the Program Setup Page.
- Back up your database.
- Select Registration from the main menu, select Utilities submenu, select Mass Update, and then select Registration Mass Update.
- In the Prompts panel, enter student information you want to update for a program-tracked field. After you enter a program-tracked field, the Program Tracking Information field displays Edit and red (Flag) icons.
- You can update multiple items by adding rows. Click Add in the Actions column to add a new row.
- To delete a row, click (Delete) in the row's Actions column.
- Select the students for the update using the Filter panel. Enter the desired search criteria, and click Load.
- To remove students from Records To Be Updated panel, select their checkboxes in the (Delete) column and then click (Delete) at the top right of the Records To Be Updated panel.
- To select to delete all students from this panel, click (Delete) in the grid's column header. Click again to deselect all.
- Click Edit to display the program's Program Tracking Settings dialog.
- Enter appropriate information in the Program Tracking Settings dialog.
- Action - Select how you want to update existing vectors. You can close open records and add new records with the new value, replace the value in existing records, or close existing records without opening new records.
- End Date - Enter the end date to use if you are closing program records.
- Withdrawal Reason - Select the reason to use when closing a program. This field only displays if the program is defined to use entry and withdrawal reasons.
- Start Date - Select whether the new program record should be created with the student's most recent entry date from Entry/Withdrawal or a specific start date for all students.
- Entry Reason - Select the reason to use when opening a program. This field only displays if the program is defined to use entry and withdrawal reasons.
- Override - Check the Override box if you want to set the Override box for the program records you are updating. This field only displays if the program is defined to allow overrides.
- Click OK. The Program Tracking Settings dialog closes.
- In the Program Tracking Information column, the red icon changes to green.
- To display a tooltip with the information entered in the Program Tracking Settings dialog, move the pointer over the green (Flag) icon.
- Repeat steps 6 through 8 for each mass update row that is program-tracked.
- In the Run panel, select when to run the report.
- Click Run at the top right of the page.
After the process runs, use the Tasks/Reports options on the Navigation Bar to retrieve the mass update log.
Fields
Note:
The field options you can mass update will be limited based on the building resources the user has access to for the Registration Mass Update menu option. If the user does not have page or field Read/Write (R/W) security access to all the buildings they have permission to update in the Registration Mass Update list, they will not have access to that page or be able to update it.
For example:
- If user has REG-UTILITIES-STUUPD R/W building 1, and only has Read access to REG-MAINT-ACADEMIC, then they will not see the Academic option available for update.
- If user has REG-UTILITIES-STUUPD R/W all buildings and has R/W access to REG-MAINT-ACADEMIC for building 1, but only Read access for the other buildings, they will not see the Academic option available for update.
- If user has REG-UTILITIES-STUUPD R/W building 1, 2 and has a district-defined security resource for a district-defined page and has R/W access to building 1 and Read access to building 2, they will not see the district-defined page option available for update.
Prompts Panel
The fields in this section enable you to identify one or more fields for mass updating.
Field | Description |
---|---|
Actions | Select: Add - to add a new row. |
Area | Select the Area. It is important to note that depending on how the user's resources are defined, it can result in no areas being available in the drop-down menu. |
Field Name | Select the field name. |
Program Tracking Information | This field only displays information when the selected field is program-tracked. Initially, Edit and (Flag) icons display. Click Edit to open the program's Program Tracking Settings dialog to enter program information. After program information is entered the flag turns green, and you can move the pointer over the green flag to display a tooltip with the program update information. |
New Value | Enter the new value to be mass updated to this field. |
Filter Panel
Use the Filter panel to select the students to receive the update information. After you enter your criteria, click Load to run the search and display the results on the Records To Be Updated panel.
Field | Description |
---|---|
Actions | Select the following actions as needed: Copy: Copies the current row to a new row below it. You should modify one or more fields in this row to create a unique statement. Add: Adds a blank row above the current row. (Delete): Deletes the current row. As you start a row, a blank row is added at the bottom for entering another row. |
AND/OR | Select: AND: to limit records retrieved to those matching only criteria specified in both rows. |
# | Displays the order in which rows are evaluated. |
Area | Select the table for the field you want to use to filter records. |
Field Name | Select the field you want to use to filter records. |
Condition | Select the condition you want to use to filter records. The conditions available depend on the selected field's data type. For more information, refer to Search Conditions. |
Value | Enter the value you want to use to filter records. If you selected the Is In condition, enter values in a comma-delimited list. |
Records To Be Updated Panel
After using the Filter panel to enter criteria, click Load at the top right of the page to run the search and display the results on this panel.
Field | Description |
---|---|
(Delete) | Select a row's checkbox to exclude that student's record from this update. To delete selected students, click (Delete) at the top right of the Records To Be Updated panel. To alternately select or deselect all students, click (Delete) in the column header. |
Student ID | Identifies the students to receive this update by their Student ID. |
Student Name | Identifies the students to receive this update by Last Name, First Name. |
Building | Identifies the student's building. |
Grade | Identifies the student's grade level. |
Additional Information
The Registration Mass Update page will close and open the OH616 – EMIS Student Standing and OH617 – EMIS Student Attribute program vectors if the EMIS District page is configured to have them close.