People Administration - Bulk Actions

Overview

Many times, there is a need to apply a bulk action to a targeted group of people. From People Administration, administrators can run bulk actions to Add or Remove any of the following items:

• Hold  Remove a hold from a group of select people
• Person Type Assign a person type to a group of people identified by a specific role
• Role Remove a role from a group of people identified by a specific tag or role
• Tag  Assign a tag to a group of people identified by a specific role

Step 1 - Select a Group of People

To define a group of people:

1. 1. Open the People Administration page found here.
   2. Use the available filter(s) to find the group of users that you wish to apply a bulk action to.
   3. Use the check box column on the left to select "all" users or multi-select specific users from the filter results.

To filter on a group of people:

1. • If the users are associated with a specific role, search by role from the "Roles" dropdown, then check the top header box to select all people on display.
   • If the users are associated with a specific tag, search by tag from the "Tags" dropdown, then check the top header box to select all people on display.
   • If the users are associated with a specific hold, search by hold from the "Holds" dropdown, then check the top header box to select all people on display.
   • If the users are deactivated/disabled, filter on "Inactive" then check the top header box to select all people on display.

Step 2 - Choose the Bulk Action

1. After defining the people you wish to target, from the People Administration menu bar, select the appropriate bulk-action type. Available bulk actions are:
   • To Excel - Send the selected people to an Excel report. Results will display as: "Id","First Name","Last Name","Email","Active","Modified By","Modified Date"
   • Deactivate - Selecting "deactivate" will set all users to Active "No". There is no additional prompt, if done by mistake, this action can be reversed by "activating" the same group of users.
   • Activate - Selecting "activate" will set all users to Active "Yes". There is no additional prompt, if done by mistake, this action can be reversed by "deactivating" the same group of users.
   • Add - Adds a Hold/Person Type/Role/Tag attribute to all selected users. A prompt will display to choose the specific hold/role/tag.
     • • The tag/hold/role must exist in SS&E before it is selected here.
       • By design, the system can only "apply" one bulk action item at a time.
   • Remove - Removes a Hold/Person Type/Role/Tag attribute from all selected users. A prompt will display to choose the specific hold/role/tag.
     • • The tag/hold/role must exist in SS&E before it is selected here.
       • By design, the system will only "remove" one bulk action item at a time.
2. After the action type is selected, a prompt will display allowing you to verify the exact hold/role/tag that is being applied/removed from the selected user(s).

Removing a User

Deleting a person record is not allowed from the UI or via the SIS. The available options are to set a user to Inactive in People Administration or engage with the Professional Services team to remove the person record details from the database. For more information about Inactive Users, click here.