The Mass Add Log Records screen is used to add log records for multiple students present at multiple schools. Log records can be added by individual student or by group. The By Student tab allows users to quickly add log records to individual students. For example, the By Student tab is useful when logging student visits to the health clinic. The By Group tab allows users to search for a group of students (such as by grade, specific section, or a student field) and add log records en masse. Changes to individual student records can also be made in the By Group tab.
If specific Student Fields have been set as Require Approval for your profile via Users > Profiles > Permission Type: Student Fields, upon mass adding log records pertaining to those fields, a change request is submitted and must be approved via Students > Change Requests.
1. In the Students menu, click Mass Add Log Records.
2. Click the By Student tab to add log records by an individual student.
3. Select the Logging Field to be updated from the pull-down, such as 504 Entry.
4. Previous log entries are listed in the table. As described, the screen displays the latest 200 records. Select the Show All Records check box to display all records.
5. Select the Include Inactive check box to include current year inactive students.
6. To add log records for students at one or multiple schools, select the Schools from the pull-down.
7. To view existing records for the selected Logging Field and the selected Schools, click Search.
8. After reviewing existing records, use the first row in the table to add a log record for a student.
9. Begin by selecting the applicable Student from the pull-down.
10. Fill in the remaining logging fields. Note: The required fields vary based on the selection made from the Logging Field pull-down.
11. Press the Enter/Return key when finished to save the log entry. When the line of data has saved, the line will turn yellow and the delete button (red minus sign) displays.
12. Click Save to save the added line(s) of data. The line will then turn blue.
1. In the Students menu, click Mass Add Log Records.
2. Click the By Student tab to add log records by an individual student.
3. Select the Logging Field to be updated from the pull-down, such as Attendance Summary.
4. Previous log entries are listed in the table. As described, the screen displays the latest 200 records. Select the Show All Records check box to display all records.
5. To add log records for students at one or multiple schools, select the Schools from the pull-down.
6. To view existing records for the selected Logging Field and the selected Schools, click Search.
7. Option 1: Click the applicable pull-downs to change selections or click the text box and make edits as needed. All fields can be edited except the Student pull-down unless the record was recently added.
7. Option 2: Use Mass Update to update the same value across multiple log records in the data table.
a. Click Mass Update.
b. From the Column pull-down, select the column you want to update.
c. Enter the new value in the Value field.
d. Click Update.
If the selected logging field has Restricted Edit permissions, users can mass update only the log records they originally created. Records created by other users cannot be edited through mass update. A notice appears in the Mass Update pop-up and on the Mass Add Log Records screen to inform users that records created by other users cannot be edited.
8. Once an edit is made, the field(s) turns yellow. Click Save to save and apply edits made.
9. To delete a log record, click the delete button (red minus sign).
a. In the confirmation pop-up window, click OK.
b. Deleted entries display grayed out. Click Save to complete the deletion.
1. In the Students menu, click Mass Add Log Records.
2. Click the By Group tab to add log records by a group of students.
3. The screen defaults to the Search Screen where you can conduct a student search.
4. In order to add log records to a group of students, a student search must first be conducted. Enter the search criteria to locate the group of students. Click More Search Options to search by specific student fields. Once you've entered the search criteria, click Search.
For more information on how to conduct a student search, see Searching for Students.
5. Select the Logging Field to be updated from the pull-down, such as Immunization Exemption.
6. Complete the required fields displayed with data to be added for each selected student. The selections made / data entered populates all applicable fields for the students, as shown in the image displayed. Note: The fields displayed here will vary depending on the logging field selected from the Logging Fields pull-down.
While you can follow the steps to add records for all selected students, you also have the option to enter or select data per student, as shown in the image below. Upon adding or changing data, the student is selected automatically.
7. Once data has been set at the top of the screen to update student data en masse, select the check boxes for the applicable students.
Select the check box in the header to select all listed students.
8. Once data has been entered/selected and applicable students have been selected, click the Save button to mass add log records.
9. Once the save button is clicked, Log Entries have been successfully assigned for selected Student(s), as indicated by the confirmation message displayed. You are returned to the Search Screen of Mass Add Log Records (By Group tab) where you can conduct a new student search to add records for a new set of students.
See Additional Features for more details about Exporting, Importing, Filtering, Printing, etc.