STR - Communication Rules Grid
Communication Rules Grid Overview
This program provides a tool to simultaneously display and update the UD Area (User Defined) information for multiple students. The program populates the data into a grid where it can be modified in bulk within the columns.
If there is only a need to edit a single student record, you can use program Student Admin > Student Records > Student Information > Students on the 'UD Areas' tab.
UD Area
Select the 'UD Area' for which you will be maintaining data.
Click 'GO' to proceed to the next step.
General Tab
Fields from the 'General' tab can be used as selection criteria to filter the records displayed in the grid.
The 'Calendar' icons in the 'General' tab display date range pickers, these windows allow the entry of a date range, e.g. All student records with a 'Date of Birth' date between 01/01/06 and 31/12/06.
Drop-down lists with an 'orange drop-down menu arrow’ allow multiple selections. Holding down the 'Shift' key while clicking on your options permits a range selection, holding down the 'Ctrl' key enables selection of discrete (individual) criterion.
UD Tab
Fields from the 'UD' tab can be used as selection criteria to filter the records displayed in the grid.
These tabs are similar to those displayed in Student Admin > Student Records > Student Information > Students on the 'UD' tab.
UD Area Tab
The 'UD Area' tab will display the user-defined fields unique to the 'UD Area' you chose in the previous screen.
Administrator Note: UD Areas are set up and maintained using program Student Admin > Student Records > Setup Information > Student Records Setup on the 'UD Areas' tab.
Process Tab
The 'Process' tab controls the columns that will be displayed in your data grid.
Select the fields (from the 'UD Area' you chose) to include in your data grid by highlighting them with a mouse-click.
The 'Student Code', 'Surname', 'Given Name' and 'Year Group' fields are automatically included and are not available for selection.
Holding down the 'Shift' key while clicking on your options permits a range selection, holding down the 'Ctrl' key enables selection of discrete (individual) criterion.
The 'Sort by' options include 'Student Code', 'Surname', 'Year Group' and 'PC/Tut Group'.
Once the data grid has been populated, data will be displayed within columns. Click an individual cell to make a change.
Selecting a column heading will sort the results of the grid. The first selection will sort ascending; the second selection will sort descending.
Fill Down Button
Use this button to replicate the data from one cell down the entire column.
This grid also supports a partial replication of data down a column. To achieve this:
- Position the mouse in the bottom right-hand corner of the cell that you want to replicate the data from, and
- Drag it down the column across the cells that you want to replicate the data to.
If you make a mess, use the 'Restore' icon to undo your changes.
Data Locking
When you first load data into this grid, the system will create a 'lock' on the records that you load so that no one else can update them whilst you are doing so.
The lock will only remain in place for a designated period. Therefore, if you work in the grid without saving beyond the period of the lock, potentially someone else can establish a new lock, and you may not be able to save your changes. Therefore it recommended that you save regularly.
Click on 'Save' to commit your changes to the database. Upon completion of the save, the grid will be automatically reloaded with the records that match the search criteria used initially.
This will take fresh locks on the records.
Or select the 'Cancel' button to return to the selection screen.
This will release the locks on the records.
Important!
Your Administrator would normally process this procedure, and your school may have security restrictions on this program. Please refer to your Administrator for more information regarding those restrictions and any specific requirements your school may have regarding changing of data.