Overview
Bulk processes in Paradigm which requires require 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 (to speed up the process) by letting you select a predefined group of recipients or creating a new one – adding your own filters/conditions to the bulk list. This knowledge article will guide you on how to create a bulk list of students using the Report Builder menu.
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
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.
1 - Select a Base Reportworkflow 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).
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, see .
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 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.
Tip |
---|
SUCCESS: Your bulk list is now ready to be used to for any of the bulk operations in Paradigm you are intending to use the students' list for. |
Related Pages
Filter by label (Content by label) |
---|
showLabels | false |
---|
max | 5 |
---|
showSpace | false |
---|
cql | label = "paradigm_bulk_action" |
---|
|