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Knowledgebase : Tools and Utilities > Client Functions
NAVIGATION:    ADMIN MENU »» CLIENT FUNCTIONS »» ADD EPE FUNDING   APPLIES TO:    Enterprise    The NYSED EPE/EA reports are no longer updated based on NYSED's requirement that reporting organizations use the ASISTS software to report EPE/EA.  The E...
Navigation:    Admin Menu > Client Functions > Add Residency Applies To:    XenEnterprise    OverviewAdds a residency record to all clients that meet the following criteria:Does not currently have a Residency record.Details  Only one Residency can b...
NAVIGATION: ADMIN MENU > CLIENT FUNCTIONS > ADD USER NAME APPLIES TO: Enterprise Plus Basic ------------------------- OVERVIEW Adds a User Name and Password to Client records that do not have a User Name value. DETAILS * Prior to 4/24/...
Navigation:    Admin Menu > Client Functions > Delete Clients Applies To:    XenEnterprise    XenPlus    XenBasicOverviewDeletes Clients in bulk based on the date the primary (Client Info) was last edited.   DetailsIn addition to the Client record, ...
This function will delete one client and all related tables or make their profile anonymous in one step. ------------------------- NAVIGATION: Release 3: Tools > Client Functions > Delete One Client Release 2: Admin Menu > Client Functions > Delete On...
NAVIGATION MENU:  ADMIN MENU »» CLIENT FUNCTIONS »» Document Delete APPLIES TO:    Enterprise Plus Basic ------------------------- OVERVIEW Allows user to delete all Client Documents of a specific type. DETAILS * Select Document Type from list....
Navigation:    Admin Menu > Client Functions > Grade Averages Applies To:    XenEnterprise    OverviewCalculate final grade from Report Card grades in Outcomes/Progress records. Details  A Report Card record must already exist and be tagged as "...
Navigation:    Admin Menu > Client Functions > Grade Copy Applies To:    XenEnterprise    OverviewCopy Final Grade from Outcomes/Progress record to the Assignment matching the same course section. Details  Final Grades get copied to the GPA field of...
NAVIGATION:    ADMIN MENU »» CLIENT FUNCTIONS »» IMPORT ONE CLIENT   APPLIES TO:   Enterprise    Plus    Basic Note: As of 3/20/17, this function is no longer available.  Client information from prior year databases must be entered manually. -------...
NAVIGATION:    ADMIN MENU »» Client Functions »» Manage Fee Groups APPLIES TO:    Enterprise Plus Basic ------------------------- OVERVIEW Allows a user to either add a new Fee Group to all Client records where the current Fee Group has expired (all...
The merge Clients function performs a record update process to merge records from one client record into another. This is typically done because when both client records are the same person. ------------------------- NAVIGATION Release 3:    Header Bar...
NAVIGATION:    ADMIN MENU »» CLIENT FUNCTIONS »» RECALC CTEDS 2 APPLIES TO:    Enterprise ------------------------- OVERVIEW Updates all data in a temporary table for printing the NYSED Secondary CTEDS-2 report. DETAILS * The NYSED CTEDS repor...
Navigation:    Admin Menu > Client Functions > Recalc Report Cards Applies To:    XenEnterpriseOverviewUpdates all data in a temporary table for printing the Progress Reports and Report Card reports. Details Each time this tool is run, the temp...
Navigation Menu:    Admin Menu > Client Functions > Tag CTEDS Applies To:    XenEnterprise    OverviewThis function automatically tags Client Assignments as CTEDS = Yes where the Course Schedule is tagged CTEDS = Yes and the Course CIP Code field is...
NAVIGATION: _ADMIN MENU > CLIENT FUNCTIONS > TRANSFER ATTENDANCE_ APPLIES TO: Enterprise ------------------------- OVERVIEW Transfer all attendance records from one Client ID to another Client ID in one step. TO TRANSFER CLIENT ATTENDANCE ...
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