The Mass Add Log Records screen is used to add log records for multiple users. Log records can be added by individual user or by group. The By User tab allows users to quickly add log records to individual users. The By Group tab allows users to search for a group of users and add log records en masse. Changes to individual user records can also be made in the By Group tab.
If specific User Fields have been set as Require Approval for your profile via Users > Profiles > Permission Type: User 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 Users menu, click Mass Add Log Records.
2. Click the By User tab to add log records by an individual user.
3. Select the Logging Field to be updated from the pull-down, such as Benefits.
4. Previous log entries are listed in the table. Use the first row in the table to add a log record for a user.
5. Begin by selecting the applicable User from the pull-down.
6. Fill in the remaining logging fields. Note: The required fields vary based on the selection made from the Logging Field pull-down.
7. Press the Enter 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. Click Save to save the added line(s) of data
Once saved, the line turns blue.
1. In the Users menu, click Mass Add Log Records.
2. Click the By User tab to add log records by an individual user.
3. Select the Logging Field to be updated from the pull-down, such as Benefits.
Previous log entries are listed in the table.
4a. 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 User pull-down unless the record was recently added.
4b. To update records for all listed users at once, click Mass Update.
a. In the Mass Update pop-up window, select the Column that is being updated from the pull-down.
b. Enter or select the Value that should be inserted for the selected column for all users listed.
c. Click Update.
5. Once an edit is made, the field turns yellow.
6. Click Save to save and apply edits made.
7. 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 Users menu, click Mass Add Log Records.
2. Click the By Group tab to add log records by a group of users.
3. In order to add log records to a group of users, a user search must first be conducted. Enter the search criteria to locate the group of users. Click More Search Options to search by specific user fields. Once you've entered the search criteria, click Search.
Enter user name, user ID number, or EIN in the User Search text box.
See Conducting a User Search for more information.
4. Select the Logging Field to be updated from the pull-down.
5. Complete the required fields displayed with data to be added for each selected user. The selections made / data entered populates all applicable fields for the users, 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 users, you also have the option to enter or select data per user, as shown in the image below.
6. Once data has been set at the top of the screen to update user data en masse, select the check boxes for the applicable users.
Select the check box in the header to select all listed users.
7. Once data has been entered/selected and applicable users have been selected, click Save to mass add log records.
Once the save button is clicked, Log Entries have been successfully assigned for selected User(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 user search to add records for a new set of users.
Click Import to import data from a CSV import file.
a. Select the CSV file on your computer, and click Open.
b. Select the correct column names from the pull-downs in the header. Then, click Import CSV.
The imported data is automatically added.
Use the Filter text box located at the top of each pull-down for a quick search. Begin typing the name or number of the desired field.
If the screen contains several pages of students, Page numbers will display along with Prev and Next buttons. Click these buttons to sift through pages. Click the Page text box to enter a page number. Press Enter to jump to that page.
To export data to an Excel spreadsheet, click on the Excel icon in the Export section
To print data, click on the Printer icon.
Click Filters to further breakdown data.
a. To add more than one filter to a column, click on the green plus sign.
b. To delete an added filter, click on the red minus sign.
c. Select the gray arrow for more filtering options.
For more information see Filters.
Click on any of the headers to sort data. Click once for ascending results; click twice for descending results. In the image displayed, data has been sorted by clicking the Student header once.
If looking for specific information housed within the resulting users, type the information in the Search text box provided and press Enter.
Click the floppy disk icon to export the listed data (in this case, users) to an Excel spreadsheet.
To make the list full screen, click on the expansion icon (four arrows) next to the Search text box. Once in full screen mode, click the icon again to exit full screen.
