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List of Students

Student List has other navigation and functionalities for adding new Student, filtering and searching Student based on multiple queries.

Student Nav

The annotated numbers has the following interpretations:

  1. Add New Student.
  2. Import Student from a SpreadSheet file.
  3. Filter Student based on multiple query options. This lists Student in a table for other operations such as Edit, Delete and Export.
  4. Search for Student by name, student number, etc.

Student Filtered List

When Option 3 from above is clicked, you get a Filter dialog box. This is helpful in combining multiple parameters for filtering and fine-tunning your results.

Select Active from Status to filter active Student members, if you desire no other operations.

Student Filter

After providing some parameters in the filter dialog box, the Student results are displayed as below with:

  1. Check multiple Students
  2. Displays other actions such as Detail, Edit and Delete.
  3. Enabled if more than one Student is check from scenario 1. This then gives you the ability to delete multiple Student instead of using scenario 2.
  4. Export filtered list to Excel file format.

Student List

Import Student

Clicking on the Import button on the List page gives you the functionality to upload bulk data of Students from an existing Excel file.

Student Upload

Info

To be successful with the Student upload, you have to click on theTemplate link to download the template. This provides the basic guidelines for the various fields necessary for data input.

Error

The Headings of the downloaded Excel template should not be altered. In addition, do not delete any column to avoid importation errors. Abide by the guidelines below to enter your information.

Hint

The following Headings are required for successful Student upload:

  1. Student Number: This is a unique input, any duplicate will raise an error uploading the file
  2. First Name
  3. Last Name
  4. Gender
  5. Birthdate: The format is yyyy-mm-dd. Make sure to capture all the parts of the date
  6. Home Region: This should be selected from the Regions tab in the Excel template
  7. Admission Date: The date student is admitted
  8. Completion Date: The date student is likely to complete
  9. Accommodation: This is either Day or Boarding
  10. House: student affiliation to house
  11. Programme
  12. Country
  13. Has Login: Creates a user account for student/guardian to access the portal. If the software is used in offline mode, set the value to No. However, if the software is accessed via online, it is recommended to set the value to Yes to automatically send the account details to each guardian via SMS. The User Creation configuration in the Messaging under Notification Settings should be enabled for the SMS deliveries.

After preparing the Student template file for upload, click on Attach and the Upload button will be enabled.

Finally, click on the Upload button to upload the data. During this process, the file will be validated and errors will be thrown if any. If there are no errors, you should the success notification.