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You can assign keywords (such as visiting nurse, bloodmobile volunteer, or school computer labs volunteer) to multiple students. These display in the Personal window.

In the Students navigation pane, click Quick Posting > Student Keywords. Select whether you want to use automatic updating or individual entry.

  

 To post student keywords automatically
  1. Select the automatic updating method option, and click Next.
  2. If you included fund selections, select the funds to use to filter the list. Click Next.
  3. Select which records you want to build a list of students, then click Next.
  4. To assign different keywords to each student, select the first option. Or, to assign one to your entire list, select the second option, and select the keyword.
  5. Click Next.
  6. Review your list. If needed, add or edit any keyword information.
  7. When you're ready to post to the selected records, click Next.
  8. To post, click Finish.
 To post student keywords individually
  1. Select the individual entry method option, and click Next.
  2. Select the student keyword, select a student, and click Add Student to List. Repeat this for each student you want to update. When you're finished, click Next.
  3. Review your list. If needed, add or edit any keyword information.
  4. When you're ready to post to the selected records, click Next.
  5. To post, click Finish.


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