Overview
Sample Use Case: Sending communication emails to a specific Bulk processes in Paradigm which require a list of (a specific) group of individuals, e.g. students can be very time-consuming if categorising the recipients is done manually. To speed up the process of selecting a group of recipients in Paradigm whom to send the communication emails to, Report Builder is addressing this gap (to speed up the process) by letting you select a predefined group of recipients or creating a new one as you go along– adding your own filters/conditions to the bulk list. This knowledge article will guide you on how to go about create a bulk list of students using the Report Builder as a tool to send bulk communications in Paradigmmenu.
Video Tutorial Link: https://www.youtube.com/watch?v=-IV-T111GuE
Related Knowledge Articles: Bulk Course Edit, Bulk Generate Invoice, Communication Event
Workflow
NOTEThe instructions below assume that you are already familiar with our Communications Event feature both in the Student Communication Event and the Provider Search, Add and Edit Content (e.g. Email Templates) side of Paradigm.
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 Status |
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instructions. If there isImage Removed, unload the student record by choosing Student > Search Choose Reports > Report Builder 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. Image Removed
Generate a group of recipients to your email using Report Builder, 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
setupset up. Click on the
Load Report button and proceed to step number
below.
If a suitable report has not yet been
setupset up, 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
. In the
REPORT COLUMNS section,
hold select the
Ctrl key to select multiple 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 .NOTE on the WARNING (screenshot below) Please make sure that the following are included in your report columns section if you are creating a bulk list of student to enrol to scheduled units, see How to Bulk Enrol Students to Scheduled Units:
Student Party Id
Course Enrolment Id
[OPTIONAL / AS REQUIRED] Follow the rest of the steps under the Introduction to Report Buildersection if you want to add more filters/conditions.
select fields)add filters/conditions to your report. |
After creating your report [with all the columns/fields required, conditions/filters applied], you have the option to save your report for future reference.
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
who is to receive the communicationwhom 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.
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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. Anchor |
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VideoLink | VideoLink | Video Tutorial
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url | https://www.youtube.com/watch?v=-IV-T111GuE |
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height | 500pxSUCCESS: Your bulk list is now ready to be used for any of the bulk operations in Paradigm you are intending to use the students' list for. |
Related Pages
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