Overview

 

You can assign, edit, or inactivate Direct Supervision Rules, and Assign Field Liaisons to multiple users with only a few clicks inside the Mass Update workspace.

NOTE: When using this option, any changes will immediately overwrite existing data, so be sure to accurately select records prior to executing this action.

 

 

How to Use Mass Update to Assign Direct Supervision Rules

1. Go to the Program Setup | Admin environment. 
2. Click on the Mass Update workspace. 
3. Select the option Users – Direct Supervision from the drop-down menu at the top of the screen.
   
4. Apply filters to find and select the users for which you want to edit or add Direct Supervision Rules.
5. Scroll down to the bottom of the page.
   • If the records selected have no prior supervision rule assigned
     • the Edit Supervision Rules button will not be enabled
     • only the Add Supervision Rules button will be clickable.
   • If a rule has been assigned, both options will be clickable. 
     • The number of users you selected is displayed inside the buttons:

 

 

6. 1. If you click Edit Supervision Rules, proceed to edit values in the fields for the Direct Supervision Rules.

 

b) If you click Add Supervision Rules, the changes will be saved only after you enter the required data.

 

 

 

How to Use Mass Updates to Assign Field Liaisons

Follow steps 1-5 from above and click on Edit Supervision Rules or Add Supervision Rules according to your needs.

6. Click on Supervision type to display the drop-down list.

Select Field Liaison. 

 

 

Best Practice: Using Mass Update is the most efficient way to assign a Field Liaison to their full caseload of students.

We recommend setting up the date range during which the students will be part of the Field Liaison’s caseload.