AfterSchool - Use Search to Update Information on Multiple Participants at One Time

AfterSchool - Use Search to Update Information on Multiple Participants at One Time

Search results can be used to create quick edit forms to efficiently update information for a group of people at the same time.

Quick Edit Records

  1. Once search results have been returned, click ‘Quick Edit/Export Spreadsheet.’ A screen listing multiple participant-related fields will appear



  2. Check the boxes for the fields you would like to include in the report
  3. Click ‘View Quick Edit Form’
  4. Edit data as needed and click ‘Save and Refresh’

Tips

  1. Use quick edit in Search when you get updated demographic, contact, or teacher information for a group of participants. This feature can be very useful to update information after using Quick Register                from Prior Term.
  2. Save frequently when using quick edit in Search. Often several hundred records are being saved at once. Internet connection issues could result in data not saving properly.

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