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How To Batch Add Restrictions (PERC) in Colleague
How To Batch Add Restrictions (PERC) in Colleague
Tags
colleague
add
PERC
Batch
Batch Add Restrictions (PERC)
Get the list of Student IDs, and ensure the leading zeroes are included
Log into Colleague
Create a Savedlist of the Student IDs obtained above using SLED (Savedlist Edit Contents)
A Saved List is required to perform this process
Review instructions here:
Colleague - Creating Savedlists Using SLED and SLCR
Go to ACDR (Assign/Change/Delete Restrs)
In "Action", select A (Add)
In Update Mode, select Y (Yes)
In "Restrictions", enter the restriction code you want to add
In "Severity", enter one of the following:
1 = Red
3 = Yellow
5 = No color/Informational
In "Start Date" enter the date the restriction should take effect
In "End Date", make sure the field is blank
In "Comments", enter a description/reason
In "Saved List Name", enter the saved list created above
In "Additional Selection Criteria", enter N (No)
Click "Save" and "Update" through the remaining screens and then the process will assign the restriction code to the people in the Savedlist
A report will be provided that can be downloaded
Click Close
Click Finish
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Check out this article I found in the Client Portal knowledge base.<br /><br /><a href="https://techsupport.sacredheart.edu/TDClient/263/Portal/KB/ArticleDet?ID=8302">https://techsupport.sacredheart.edu/TDClient/263/Portal/KB/ArticleDet?ID=8302</a><br /><br />How To Batch Add Restrictions (PERC) in Colleague<br /><br />There are times when a group of records needs to have a restriction added. This can be done in Colleague by users who have access to the ACDR screen using a Savedlist of records with the PERSON ID (7 digit number including leading zeroes).