Duplicating a Batch

Users can save time by duplicating an entire batch.  You can duplicate a batch to the same or to a different student. For example, you may duplicate the studentÕs previous IEP batch as a template for this year.

Navigate to a form within the batch you want to duplicate. Click on the Duplicate button from the Form Navigation bar.

A dialog will appear; select Batch to duplicate the entire batch to which the form belongs. This will open the Batch Duplication Setup Screen shown below.

This screen displays a list of the forms in the batch you are duplicating*. Select either the ÒSame StudentÓ button or the ÒSelect StudentÓ button, depending on whether you want to duplicate the batch to this student or to a different one.

* Prior to showing the duplication screen, a warning will appear for any inactive forms contained within the batch being duplicated, informing the user that inactive forms will not be duplicated.

 

 

 

 

 

 

 

The ÒSelect StudentÓ button will bring up a search screen to find the correct record.

You must enter at least 3 characters of the studentÕs name in the top line, next to the small blue magnifying glass.

The student name, student number, and SSID will be displayed; if the student is not currently active, that will be noted as well.

 

1)    Once selected, verify that you have selected the correct student by checking the Verification data to the right. 

2)    To proceed, click Duplicate Batch for this Student button.

You will be brought to the Student Screen of the student where the new batch was just duplicated.

Related Topics

Additional Batch Functionality


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