Student Billing State-of-Mind: Movin' on Up

Jennifer Maroney — Wed, 17 Jun 2009 13:18:00 GMT

Your students have worked hard this year and deserve to move to the next grade or graduate. The process of promoting students varies based on whether or not Registrar’s Office is installed. If you use RO, students are promoted using the End of Year Processing Wizard in RO Administration. If you do not have RO installed, students are promoted though SB Administration. Here's how:

In Administration, select Promote students.
On the General tab, select a Billing status to use for returning students.
On the General tab, mark the Update graduating students box to update the records of students who will graduate. In the fields below, select a billing status, enrollment status, graduation date, date enrolled to date, and reason left for the graduating students. To update the Grade left field to the grade of the student before graduating, mark Update grade left.
Mark the checkboxes to Create an exception query, an output query, and a control report if desired.
On the Filters tab and select any appropriate filters to filter the records included in the processing.
Note: Bill codes selected must apply to the current date to be included.
Select the Attributes tab.

In the Action column, you can select to add, update, or delete attributes for students when you promote them.
In the Attribute Type column, select an attribute type.
In the Description column, enter or select a description for the attribute type. If you selected a table type attribute that uses short descriptions, you select the attribute description in the Short Description column.
In the Date column, enter the date you add the attribute or another date relevant to the attribute.
If the attribute is required, the checkbox is marked in the Required column.
In the Comments column, enter any additional information about the attribute.

On the Preview tab, verify that the students listed are correct and unmark the box for records that should not be included.
Click Preprocessing Report to review the changes in a report format before processing.
If the information is correct, click Process Now.
Note: If the Preprocessing Report is not correct, open the Promotion Schedule in Configuration and make sure it is set up correctly.
Click Close to close the Promote Students Complete form and the control report appears

Happy promoting. Talk to you soon!

Merlin the Wizard: Ready to Create Your Student Progression Entries

Nate Hall — Mon, 30 Mar 2009 19:34:00 GMT

Everyone knows the good wizard Merlin portrayed in the classic Disney movie The Sword in the Stone. He was a jovial little guy willing to help young Arthur claim his throne by protecting him from all manner of ills, from hawks to larger fish. Well, one ill that many of you may be experiencing this time of year is getting your students ready for scheduling next year, and probably the most important process is creating the student progression entries for each student. Sure, these can be entered in one at a time, or you could import them all at once. But those options take a lot of time and time is money.

Well, this is where Merlin comes in. Merlin has many different jobs in Blackbaud’s school software, but one of his more useful - even if it’s only used once or twice a year - is to create the student progression entries. To do this, Merlin takes the form of the Mark for Reenrollment Wizard and this particular spell, if you will, is located in a couple of different places: it’s on the Student page in Records, in the Tools menu from the Students page, and under Status Wizards on the Administration page in Registrar’s Office. Once you locate the wizard and open it up, you’ll quickly see that this is a pretty straight-forward process, but if you need instructions for harnessing Merlin’s vast powers I’d recommend checking out Knowledgebase solution BB184652. And just one other trick, you can save the instructions easily by clicking the link for the printer friendly version and then creating a bookmark in your web browser.

Hope you are all enjoying the new Book Bag blog so far! If you’ve got any suggestions for blog topics or question/comments about the posts then post back and tell me about it! In the meantime, it’s beautiful outside and Merlin wants to go hang out in the sun.

The Book Bag : Promoting students

Student Billing State-of-Mind: Movin' on Up

Merlin the Wizard: Ready to Create Your Student Progression Entries