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 (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, and a sample use case on where a bulk list is applicable – sending bulk communication.
INFO
The Bulk Student Select option can also be used or applied to any other bulk activities you do in Paradigm. Examples are on updating student statuses in bulk, bulk enrolment to units, bulk course edit, and bulk generate invoice.
Workflow
1, 2 Choose Reports > Report Builder menus on the side.
3 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 7 below.
4 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.
5 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 Builder section if you want to add more filters / conditions.
6 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.
7 Scroll down to the FORMAT REPORT section. Click the Bulk Student Select radio button, and click PRODUCE REPORT.
8 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.
9 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:
The expand section below will give you a sample workflow (sending bulk communication emails) as one of the many bulk activities you can do in Paradigm with the use of the Report Builder menu.
Video Tutorial Link: https://www.youtube.com/watch?v=-IV-T111GuE
Related Knowledge Articles: Bulk Course Edit, Bulk Generate Invoice, Communication Event
Workflow
NOTE
The 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.
STEP 1 Make sure that there is no student currently loaded in the system
1 Check above the Dashboard menu in Paradigm if you can see a student detail. If there is not, you can proceed with the STEP 2 instructions. If there is
, unload the student record by choosing Student > Search menus on the side.
STEP 2 Check if the Census Date is updated to the current period
1, 2, 3 Choose System > Edit Time Period > Set Type: Census Period.
4 Click the SEARCH TIME PERIODS button.
STEP 3 Generate a group of recipients to your email using Report Builder, refer to the Workflow instructions above.
STEP 4 Create a Communication Event
1 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