Overview
The bulk action filter menu is a list of action items that can easily be applied to any saved student/person type filtered list of students.
Student (Person Type) Filter
Since the bulk action menu is accessible from a student/person type filter, a prerequisite is creating and saving a student/person type filter.
- Filters are user specific.
- Filters can be scoped to your Caseload or Everyone (all users).
- The available filter options are pre-defined for each Person Type in Person Type Administration.
- To create a student/person type filter, select New Filter and select the criteria that identify the select group of students/people.
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- Some Student Filters use tags to identify a list of students. Tags may be assigned automatically by the system or user defined. For more information about tags, click here.
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Bulk Action Menu Options
On any saved filter, select the three dots to the right of the filter name to access the filter bulk action menu.
- The available filter bulk action options are pre-defined for each Person Type in Person Type Administration.
Depending on the administrative settings, the following items may appear on the Bulk Action Menu, allowing the user to take a bulk action on the filtered list subpopulation group of students/people.
The bulk-action filter menu options include:
- Send messages
- Send an alert
- Add a note
- Send a survey
- Assign a task
- Assign an action plan
The filter bulk-action menu can also be used to:
- Edit the filter
- Copy the filter to start a fresh filter
- Delete the filter
- Send the filter results to Excel