Students - Update Student feature

Modified on Thu, 21 Mar at 2:19 PM

Student records can be updated manually via SETTINGS | STUDENTS or using the NEW Bulk Update feature in the Student Settings screen.

To use Bulk Update:

Open REPORTS Menu
Output a Student Report to Excel using the Active students filter if required
Open the output in Excel
Insert a column between Grade and Address
Label the new column "Admission Year" and populate this column with the Current Year - e.g. 2024. This is required, regardless of what data is being updated to ensure that the student's current grade is maintained accurately.
Make your data changes/updates to the Student Report Output file
Remove any records that do not require an Update
Open SETTINGS | STUDENTS Menu
Select "Update Student" Button
Download the Sample file from the update window
Open the Sample FIle
Use Copy and Paste Values to move the records to be updated from your Student Report Output file to the sample file.
Double check that your data has transferred to the correct columns in the sample file
Remove any additional header or sample rows, leaving only the Row 1 header and your data rows.
Save your Sample file ready for Upload (csv format)
Add your prepared file to the Upload Window - pictured below

Select "Upload" button
WAIT for the Green confirmation message that your file is being processed.
Close the File upload window and continue using Rollcall system while the update runs.
To check the progress and results of the Update select the Update Student button and navigate to the "History" tab
View Update error logs by clicking the "View" ICON on the far right hand side of the entry in the history log.

TIPS

The feature works best in Google Chrome Browser (Safari may display sample file headers as text, rather than download a file)
The feature uses the student RCID to perform the update on existing students only and this is why it must be initiated from the Student report
Use the Import feature to add new students or parents to the Rollcall system
It is normal for the Update to take an hour or more to complete if there are many changes to make and/or the update is attempted during peak operational times.