Overview
Bulk processes in Paradigm which requires a list of (a specific) group of individuals, e.g. students can be very time consuming if done manually. Report Builder is addressing this gap by letting you select a predefined group of recipients or creating a new one to speed up the process. This knowledge article will guide you on how to create a bulk list of students using the Report Builder menu, and a sample use case on where a bulk list is applicable – sending bulk communication.
Workflow
,
Choose
Reports >
Report Builder menus on the side.
Scroll to the
SAVED REPORT DESCRIPTIONS section. Click on the
Global Reports drop box and select a suitable report that your institution has set up to generate a bulk student list if one has already been setup. Click on the
Load Report button and proceed to step number
below.
If a suitable report has not yet been setup, in the
BASE REPORT DESCRIPTIONS section, select the ‘Student Course Enrolment Details’ (
or any of the Base Reports which are related to the bulk student list that you want to generate) as the Base report and click the
LOAD BASE REPORT button.
Refer to Step 1 - Select a Base Report workflow for more details on selecting a base report. In the
REPORT COLUMNS section, select the columns as required, ensuring that the key fields are included for the type of report that you are trying to generate (
see this page: Step 2 - Add and Remove Fields for more details on how to select fields).
[OPTIONAL] Follow the rest of the steps under the Introduction to Report Buildersection if you want to add more filters / conditions.
Ensure that the
BASE REPORT PARAMETERS are correctly set to cover the required unit enrolment start and end dates and enrolment status values to produce a list that contains the required students.
Scroll down to the
FORMAT REPORT section. Click the
Bulk Student Select radio button, and click
PRODUCE REPORT.
This will take some time to run, and will depend on the scope of the list being created. Please wait for the screen to refresh and reload with a list of the students returned by the report.
Once the bulk list of students appears, click on the
check box for each student whom you want to include in the bulk list. You may choose to select all and then deselect specific students from the list, or you may choose to select only specific students from the list, and click the
ADD SELECTED TO LIST button. This may take a few moments to store the list in memory. Please wait for the list to appear.
Sample Use Case:
This The expand section below will just give you a sample workflow (sending bulk communication emails) on as one of the many bulk activities you can do in Paradigm with the use of the Report Builder menu.
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title | Expand this section for the instructions on how to send bulk communications in Paradigm. |
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Video Tutorial Link: https://www.youtube.com/watch?v=-IV-T111GuE Related Knowledge Articles: Bulk Course Edit, Bulk Generate Invoice, Communication Event
Workflow Make sure that there is no student currently loaded in the system Check above the Dashboard menu in Paradigm if you can see a student detail. If there is not, you can proceed with the instructions. If there isImage RemovedImage Added, unload the student record by choosing Student > Search menus on the side. Check if the Census Date is updated to the current period , , Choose System > Edit Time Period > Set Type: Census Period. Click the SEARCH TIME PERIODS button. Generate a group of recipients to your email using Report Builder, refer to the Workflowinstructions above. Create a Communication Event Follow the rest of the instructions on this article: Communication Event to proceed with sending bulk communications to your selected or newly created recipients.Video Tutorial Widget Connector |
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