How To ​Batch Add Restrictions (PERC)

Summary

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).

Body

Batch Add Restrictions (PERC)

  1. Get the list of Student IDs, and ensure the leading zeroes are included
  2. Log into Colleague
  3. Create a Savedlist of the Student IDs obtained above using SLED (Savedlist Edit Contents)
  4. 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
  5. Always use built in number or bullet lists where possible 
  6. When asking someone to click a button, please bold it. For example click submit

Details

Details

Article ID: 8302
Created
Tue 6/11/24 11:49 AM
Modified
Wed 6/12/24 11:35 AM