Bulk Edit Unit Enrolment Records
This page contains instructions on how to edit the Unit Enrolment fields that have been configured to be edited in bulk.
Overview
You can update selected fields for each record in a bulk list of Unit Enrolment records, so that each record in the list will be updated with that value for that field. This process requires that you create the bulk list of Students' Unit Enrolments first and edit the necessary fields that are applicable to the records in the selected list.
You can also add notes to the Unit Enrolment records of the selected students in bulk by following the instructions below.
Editable Unit Enrolment Fields
The Unit Enrolment fields that can be edited in bulk are listed in this article Unit Enrolment Record Type that contains the description of each field.
Start and Expected End Date
Enrolment Status
Withdrawal Date
Grade Description
Published Grade
Final Mark
Appear on Transcript
Unit Fee
Amount Received
Upfront Payment
HEIMS Loan Fee (E529)
Funding Amount
Subsidy Type
Subsidy Amount
Agent Commission Amount
Agent Commission Amount 2
CREATE NOTES FOR BULK LIST section is now available for you to add notes to students' Unit Enrolment records in bulk.
Workflow
You first need to create your bulk list of Unit Enrolments that you wish to edit, and the instructions are in this article Bulk List Creation
NOTE:
Your columns or fields MUST include these three fields: Student Party Id, Course Enrolment Id, and Scheduled Unit Id.
This is necessary so that each update will affect only one single unit enrolment record.
After creating your bulk list of Students' Unit Enrolment records, navigate to Student > Bulk Unit Edit menus on the side.
In the UNIT ENROLMENT FIELD UPDATE section, edit or update the necessary fields. It is important to note that for each field where you provide a value, every unit enrolment will be updated with that same value. When you have updated all fields that you wish to update, click the SAVE ALL UNIT ENROLMENTS button.
NOTE:
Saving the fields will apply the specified values to all of the selected Unit Enrolment records from the bulk list.
OPTIONAL Step: Go to the CREATE NOTES FOR BULK LIST section if you want to add notes to the selected students' Unit Enrolment records.
Saving the fields will apply the specified values to all of the selected Unit Enrolment records from the bulk list.
NOTE:
This will apply the specified Note to all of the selected Unit Enrolment records from the bulk list.
Fill out the required fields and click the CREATE NOTE FOR UNIT ENROLMENTS button.
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