School Demographics: Batch Processing

TABLE OF CONTENTS

• Batch Entry for Students
• Batch Entry for Staff
• View Batch Entry Log
• Batch Erase for Students
• Batch Erase for Staff

Batch Entry for Students

To Batch enter data, do the following:

1. Go to School > Demographics > Batch Processing >Select Students > Demographics Batch Processing:
   

2. The Batch Processing: Student Data window opens. Select Batch Entry.
   

3. Select the DB Field(s) that are to be used for batch entry on the left. Enter the data for each field on the right. If the selected field has predefined choices, there will be a dropdown.
   

4. Click Next.

5. Select which students the data should be batch entered for with one of the following options. For each option, also select the status of the students:

   • Saved Views: Select a Saved View from the dropdown
     

   • Grade Levels: Select All Grades or choose to select individual grade levels.
     

   • DB Field(s): 
     

   • Individual Students: Select a view, chose to search by Contains or Begins With and search for the individual students:
     

6. Click Next.

7. Select I agree to batch enter the Demographic data for the selected students. Click Confirm.
   

8. The Batch Entry has been successfully completed message will appear.
   

Batch Entry for Staff

To Batch enter data, do the following:

1. Go to School > Demographics > Batch Processing >Select Staff > Demographics Batch Processing:
   

2. The Batch Processing: Staff Data  window opens. Select Batch Entry.
   

3. Select the DB Field(s) that are to be used for batch entry on the left. Enter the data for each field on the right. If the selected field has predefined choices, there will be a dropdown.
   

4. Click Next.

5. Select which staff the data should be batch entered for with one of the following options. For each option, also select the status of the staff:

   • Type: Select either All Staff, Teaching Staff, or Non-teaching Staff:
     

   • DB Field(s):
     

   • Views:
     

   • Individual Staff: Select a view, chose to search by Contains or Begins With and search for the individual staff:
     

6. Click Next.

7. Select I agree to batch enter the Demographic data for the selected staff. Click Confirm.
   

8. The Batch Entry has been successfully completed message will appear.
   

View Batch Entry Log

To view the log for the previous Batch Entry, do the following:

1. Select Student or Staff >Logs.
   
2.  Select the record and click View Log to download the log to Excel:
   

Batch Erase for Students

To Batch Erase Student data, do the following:

1. Go to School > Demographics > Batch Processing >Select Students > Demographics Batch Processing:
   
2. Select Batch Erase.
   
3. In the next window, select the Demographic fields you would like to Batch Erase.

   You can select up to 20 Demographic fields.

   
4. Click Next.
5. Select which students the data should be batch entered for with one of the following options. For each option, also select the status of the students:
   • Type:
     
   • Grade Levels:
     
   • DB Field(s):
     
   • Individual Students: Select a view, chose to search by Contains or Begins With and search for the individual students:
     
6. Click Next.
7. Select I agree to batch erase the Demographic data for the selected students. This cannot be undone. Click Confirm. 
   
8. The Batch Erase has been successfully completed message will appear.
   

Batch Erase for Staff

To Batch Erase Staff data, do the following:

1. Go to School > Demographics > Batch Processing >Select Staff > Demographics Batch Processing:
   
2. Select Batch Erase.
   
3. In the next window, select the Demographic fields you would like to Batch Erase.

   You can select up to 20 Demographic fields.

   
   
4. Click Next.
5. Select which staff members the data should be batch entered for with one of the following options. For each option, also select the status of the students:
   • Type:
     
   • DB Field(s):
     
   • Views:
     
   • Individual Staff: Select a view, chose to search by Contains or Begins With and search for the individual staff:
     
6. Click Next.
7. Select I agree to batch erase the Demographic data for the selected staff. This cannot be undone. Click Confirm.
   
8. The Batch Erase has been successfully completed message will appear.