Person Bulk Update

Utilities > Person Bulk Update

Person Bulk Update allows changes to be made to staff and student accounts en masse.

A screenshot of the person bulk update configuration as described on this page.

  1. Person Type - filter by person type
    Blank (all)
    Staff
    Student (default)

  2. Persons - filter by specific staff members and/or students

  3. Gender - filter by gender
    Male
    Female
    Non-Binary

  4. Races - filter by races

  5. Student Tags - filter by student tags

  6. Ethnicities - filter by ethnicities

  7. Allergies - filter by allergies

  8. Staff Tags - filter by staff tags

  9. Include Inactive - check to include inactivated students, staff, and buildings

A screenshot of the enrollment parameters of the person bulk update as described on this page.

  1. Schools - filter by enrollment school

  2. Grade Levels - filter by enrollment grade level

  3. Enrolled On - filter by enrollment date
    Default: Today

  4. Enrollment Start Date Range - filter by enrollment start date range

  5. Enrollment End Date Range - filter by enrollment end date range

  6. Home Rooms - filter by enrollment home rooms

A screenshot of the application parameters as described on this page.

  1. Application Source - filter by Application Source

  2. Eligible On - filter by eligibility date

  3. Eligibility Academic School Year - filter by Application Academic Year

  4. Eligibility Statuses - filter by application Eligibility Status

  5. Eligibility Start Date Range - filter by eligibility start date range

  6. Eligibility Determination Reason - filter by eligibility determination reason

  7. Other Source Categorically Eligible Sources - filter by Other Source Categorically Eligible Sources

  8. Eligibility End Date Range - filter by eligibility end date range

A screenshot of the bulk update name field as described on this page.

  1. Name - enter job name
    Default: Person Bulk Update

  2. Update Type - select update type
    Clear POS ID - removes persons' POS ID
    Negative Balance Adjustment - adjusts persons' negative balance to $0.00
    A screenshot of the payment field on the person bulk update as described on this page.

    1. Payment Item - select Payment Item for documentation (Note: Balance Adjustment is the typical choice for this process.)

    2. Effective Date - select date as of which the negative balance adjustment should take place

    3. Comment - enter comment for documentation

    Remove Household Information - removes student from household
    Unlink LINQ Connect Account - removes person from LINQ Connect Account

    Eligibility Dates - changes the Eligibility End Date of the filtered
    applications

    1. Eligibility End Date - enter the eligibility end date to be applied to the filtered applications

    2. Reason - enter a statement for documentation purposes

  3. Reset - click to reset filters to default parameters

  4. Update - click to run update. A notice will appear in the bell when complete.