Assumptions

• The user has an understanding of the Australian Tertiary Education System / VET Sector;

• Student have already been created and enrolled into Courses; and

• The user is able to target with precision only the records that should be included in the bulk update.

Key Terms and Concepts

Bulk List

A list of one or more process of selection of student data that the user has added to a temporary list for the purposes of performing a bulk action of some kind.

A temporary list of Student on which a bulk action or process is to be performed on. Bulk lists can be generated from the report builder or from the Search Course section. the bulk list needs to include Course Enrolment Id to function.

Report Builder

The Report builder is a tool located in the reports section of the system, that allows for reports to be built and customised to suit the institutions needs.

Firstly the required fields are added to the report, then joiners and options are used to filter the fields and results, and finally the format of the report is selected. Reports can be saved to reused or built and used once as required. Saved reports can be allocated to selected permission levels allowing lower level staff to run reports with the minimal amount of field options required.

Reports can be written directly with SQL if the power user is able to do so.

 How to Bulk Edit Course Enrolments from a Bulk List of Students

STEP 1 Create the Bulk List of Students to Enrol

There are three ways to create the bulk list of students that you want to edit the course enrolments via the Paradigm’s User Interface. Depending on the complexities of your student cohort / criteria, and how your current students' data are coded, you have the option to choose either of these three possible ways in creating your bulk list:

(1) Search Course screen (Student > Search Course)

You can search for students via this screen by Course Name, Enrolment Status, Institution, Funding Type, Start and End Date, Contact Mode and Hours, Order By, and Agent.

Refer to the instructions on this workflow How to ADD a List of Students to a Bulk List.

(2) Upload Bulk List screen (Student > Upload Bulk List)

Upload a list from a CSV Source File. You can use this option if you have an existing (valid with all the required fields matching to Paradigm) CSV file with a list of students that you want to edit the course enrolment details.

Refer to the instructions on this workflow Student > Upload Bulk List.

(3) Report Builder screen (Report > Report Builder)

If you want to build a list of students to enrol using your existing saved report or generate a new report with your own criteria / conditions, then this is the best way for you to create the bulk list.

Refer to the instructions on this workflow Report Builder > Bulk Student Select.

STEP 2 Edit the Course Enrolment in Bulk

After creating the bulk list of students to whichever method you choose from the options above, you are now ready to proceed to editing the Course Enrolments details of the students in bulk.

1 Choose Student > Bulk Course Edit menus on the side. Note the final list of the students to be edited is shown on the COURSE ENROLMENT BULK LIST section.

2 Under the ENROLMENT DETAILS and GRADUATION sections, edit/update the required fields.

3 Click the SAVE ALL ENROLMENTS button to save the changes to the bulk list of students, refer to the table below for a brief description of all the other buttons/actions that you can do in the bulk course edit screen.

4 A list of changes made for each student will be displayed, scroll through the list checking for any errors.

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Refer to this how-to guide: How to Bulk Enrol Students to Scheduled Units for the instructions.

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