Collector Tool: Managing Enrollment Records

This guide will walk you through the steps to edit students enrollment records using the Collector tool.

Table of Contents

• Navigate to the Student List
• Select Students for Editing
• Navigate to Enrollment Record Section
• Use the Collector Tool

Navigate to the "Show Student List" Section

• Utilize the search bar to locate the student whose enrollment records you will be editing.
• Verify that you have selected the appropriate school year and check if the students are currently enrolled. 
  
  
  

Select Students for Editing

Once the students are displayed, you can either:

• Click the "Select All" button to select all students.
• Individually select the students by checking the boxes next to their names.
• Scroll to the bottom of the page and click the "Collect Selected" button.
  

Navigate to Enrollment Record Section

• Choose one of the students from your collection.
• Click on their name to open their profile and navigate to the "Enrollment Record" section or selecting the Enrollment Record Icon next to any student on that page.
  

Use the Collector Tool

• Scroll to the bottom of the Enrollment Edit Record page.
• Click the "Collector" button.
• After clicking "Collector," a list of available collection actions will appear.
• Select the option that corresponds to the action you want to perform.
  

• When you select a collector action, you can modify various sections within the enrollment record, including:

  • • Enrollment dates
    • Grade level
    • Attendance information
    • Any other relevant data
• Make the necessary adjustments or add new data.
  
• After making the necessary adjustments, click on "Preview Changes" to review the modifications before finalizing them.
• Examine the modifications displayed on the right side of the page.
• If all the details are accurate, simply click on the "Perform Changes" button.