How To Batch Add Restrictions (PERC) in Colleague
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)
- Get the list of Student IDs, and ensure the leading zeroes are included, for example in Registration blocks use Student Breakdown by Class report to identify ID numbers
- Log into Colleague
- Create a Savedlist of the Student IDs obtained above using SLED (Savedlist Edit Contents)
- 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
- Set Severity:
- In "Set Severity from Restriction?", enter a Yes if you want to assign the severity based on the restriction code - this should be the norm
- In "Severity", enter one of the following if you are choosing to set the severity different from how the restriction code is defined:
- 1 = Red (for a block that will prevent functionality such as registration and/or that a student needs to take action on)
- 3 = Yellow (for a block that is important, but will not prevent actions)
- 5 = No color/Informational (for a block that is merely 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
- Always use built in number or bullet lists where possible
- 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
Tue 2/3/26 10:55 AM