More Menu

The More menu contains five options:

• • Set Status to Inactive

  • Set Status to Active

  • Merge Records

  • Create Certificates

  • Create ID Card

Set Status to Inactive

The default view of Image & Data Management displays only the active students for a school or district. Schools that want to hide the subject records that are duplicates or students that have left the school, would use this function. This option becomes an available when at least one active subject is selected.

• 1. Select at least one subject by clicking the box to the left of the subject image.

  2. Click More and select Set Status to Inactive. 

If you decide you want the subject records to be inactive, you can click UNDO to revert the records’ status to Active. A message is displayed indicating that the action is undone. You can close this message by clicking on the x at the end of the message. Otherwise, the message will close automatically when you switch to a different page.

Set Status to Active

This option becomes an available when at least one inactive subject is selected.

• 1. Change Record Status to Inactive Only to display only the inactive subjects.

  2. Select at least one inactive subject by clicking the box to the left of the subject image.

  3. Click More and select Set Status to Active.

  4. After selecting Set Status to Active, a message displays the number of records made active. You can close this message by clicking on the x at the end of the message. Otherwise, the message will close automatically when you switch to a different page.

If you decide you want the subject records to be inactive, you can click UNDO to revert the records’ status to Active. You can close this message by clicking on the x at the end of the message. Otherwise, the message will close automatically when you switch to a different page.

Merge Records

This option combines two records into one record. Exactly two records must be selected.

• 1.  

  2. The system defaults to a primary record that becomes the basis of the merged record. If you need the other subject to be the primary record, simply click on the radio button next to the other subject.

  3. Record Preview shows the data from the selected record in Select Primary Record, as well as the image.

  4. Editable fields have the term Change next to them. Click on Change to edit the data field.

  5. The image from the other subject will be saved with the merged record, but only the primary record’s image appears in Record Preview.

      4. Click MERGE to combine the records.

      5. Edit Record page is displayed again with a message indicated the name of the subject the record is merged with.

• • You can undo the merge for a brief period of time by clicking UNDO from the orange message at the top. You can unmerge at anytime through the message in the lower left side of the page (UNDO link). You can close this message by clicking on the x at the end of the message. Otherwise, the message will close automatically when you switch to a different page.

  • You’ll also notice both images now appear from the subjects that were merged.

      6. You can continue to edit this subject or simply click SAVE & CLOSE.

Note: Clicking Cancel will completely cancel the merge and take you back to Image & Data Management.