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How To Bulk Add, Remove and Update Checklists

You can only bulk add, remove and update Checklists for Course Enrolment and Unit Enrolment Checklists.

Before you begin

Required Knowledge:  Checklist

1

Navigate to Bulk Update Area

The process for Bulk Add, Remove or Updating of Enrolment Checklists is the same however they are completed in different sections depending of the record type.

  1. Navigate to the relevant Course Offer record
  2. On the Left Navigation Bar, click Enrolments
  3. Select the relevant Course Enrolments
    • In the Action Menu below the Enrolments grid select either
      • Add/Remove Course Enrolment Checklists (then proceed to Step 2 below)
        OR
      • Bulk Update Course Enrolment Checklists (then proceed to Step 3 below)
  1. Navigate to the relevant Unit Offer record
    • This can be via the Unit Offer top navigation and searching for a record
      OR
    • Clicking through from the Course Offer > Unit Offers list
  2. Once in a Unit Offer record, On the Left Navigation Bar, click Enrolments
  3. Select the relevant Unit Enrolments
    • In the Action Menu below the Enrolments grid select either
      • Add/Remove Unit Enrolment Checklists (then proceed to Step 2 below)
        OR
      • Bulk Update Unit Enrolment Checklists (then proceed to Step 3 below)

2

Bulk Add/Remove Enrolment Checklists

Having navigated and selected the appropriate enrolment records and chosen Add/Remove Enrolment Checklist

  1. The next page you see will be a list of all available Checklist Items
  2. Ensure there is a tick next to each Checklist Item that should be against each Enrolment
    • Ticking a record will add the Checklist against the Enrolment
    • Unticking will remove the Checklists from the Enrolment
    • If you see a dot instead of a tick, this means that some but not all of the selected Enrolments already have this Checklist Item
      • You can leave as is, remove from all or add to all
  3. At the bottom of the page select Confirm Checklist Selection
  4. You will be provided with a summary of changes and asked whether to Use Template Checklist Values
    • This option allows the quick setting of Checklist values from the preset Template Checklists
    • You can see which Checklists are set up as a Template by the Y in the Template? column
    • If you do not have any Template Checklists set up this option will be skipped
    • The default option is Yes
  5. If ready to proceed click Save

3

Bulk Update Enrolment Checklists

Having navigated and selected the appropriate enrolment records and chosen Bulk Update Enrolment Checklist

  1. The next page you see will be a list of all Checklist Items linked to the selected Enrolments
  2. Select the Checklist Items that you wish to bulk update with specific values
    1. If you see a dot instead of a tick this means that some but not all of the selected Enrolments have this Checklist Item linked
  3. After selecting the Checklists. Choose which fields you wish to update
    1. Tick each field you wish to update
    2. Enter the value you wish to set for each field
  4. If ready to proceed click Update Checklists
  5. This will provide a confirmation message
  6. You can repeat this process changing your selections and values until you are done
  7. Once finished click on Back to Enrolments Page

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