1.5.2 Student More Actions

1.5.2 Student More Actions Getting Started Checklist:

1. How to use the Student More Actions Button.
2. What happens with Merge Selected?

1. How to use the Student More Actions Button.

Additional Actions that can be performed in the Student section. To select Students use the checkbox to the left or the master checkbox at the top to select All, Visible or None to clear your selection.

2. What happens with Merge Selected?

You will be prompted to select a Primary Student Record:

a. All fields from merge student will be copied to primary student except in cases where the data already exists in primary student

-address must be completely empty to be considered empty before copying over from merged (this is so you don't end up with 2 different addresses merged)

-permanent address must be completely empty to be considered empty before copying over from merged (this is so you don't end up with 2 different addresses merged)

-emergency contact must be empty for data from merge student to be copied

-employer must be empty for data from merge student to be copied

b. All programs from merge student will be assigned to primary student unless they are already in the program

c. All courses from merge student will be assigned to primary student unless that are already in the course

d. Events, Email, Groups, SMS, Letters, Documents, Transactions, Hours, Notes are all assigned from secondary to primary student

e. Merge Students are flagged deleted.

Technical Guide - 1.14 Student More Actions.