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
- Once search results have been returned, click ‘Quick Edit/Export Spreadsheet.’ A screen listing multiple participant-related fields will appear
- Check the boxes for the fields you would like to include in the report
- Click ‘View Quick Edit Form’
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Edit data as needed and click ‘Save and Refresh’
Tips
- 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.
- 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.