The Archive Students tool allows district-level administrators to set eligible students to "Inactive" in bulk. This process is useful for cleaning up student records when students no longer have active inventory or financial obligations in Asset Management.
To be included in this process, students must meet both of the following requirements:
- No inventory is currently assigned to them.
- No unsatisfied charges are assigned to them.
Archive Students with No Obligations
- Navigation:
- Admin View
- Quick Links
- Click Archive in the "Admin Tools Quick Links" menu. The “Archive” window opens.
- Select Students from the Archive drop-down menu.
- Select the appropriate site or sites from the Sites drop-down menu.
- Select the appropriate grade or grades from the Grades drop-down menu.
- Click
GO. The “Confirm Archive” window opens and displays the number of students selected for inactivation.
- Click Students Selected for Archive to open a CSV report and review the student records included in the archive process.
- If prompted to open or save the CSV file, click Open.
- Confirm the student count by typing the displayed quantity into the Confirm the count by typing it here field.
- Click Confirm. The archive window displays a success message.
- Click OK.
- Click
Close to close the “Archive” window.