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Moving Patrons from one Class/Homeroom to another

Manually updating patron's year levels and homerooms. 

Overview


At the start/end of the year you might want to move the patrons to their new homerooms/year levels before you get an updated cvs file to comeplete a patron import. 


Follow these steps to manually move your patrons. 


N.B. Before continuing, please ensure you are using an account which has administration access to SmartSuite

Globally updating patrons to the to another classification


N.B. The following process will mark all existing users to a status of Left in preparation for the Start Of Year import which will reclassify and enable existing users. If you are not going to perform the import, please do not continue with these instructions.


1. Login and click on the  icon,

 2. Click on Administator Functions then Global Functions.


3. Select the End of year functions tab 

4. Click Class Grade Change from the left menu



5. In the Class Grade From drop down, select the first classification you will move to the LEFT 2016 classification

6. In the Class Grade To drop down, select LEFT 2016 (or the classification you created in the Setting up your LEFT classification instructions above)

7. You can also select who you wish to change using the tick box to the left of the PatronID filed.

8. Click Update

9. Once you have received confirmation that the migration has completed, repeat steps 4 -> 7 until all your classifications have been migrated to LEFT 2016


 Version Information


Version: 2.1.0

Publish Date: 01/02/2017

     Publisher: Functional Solutions

        Creator: Donald