Student Data Merge

Select student record to keep in the Student to Keep grid.  This should be the record with the most information or oldest enrollment records.  To select the student,

• Click  next to the Student Name in Student to Keep grid. Find Student screen open

• Enter all of part of the student’s Last Name, First Name, Middle Name, Perm ID, and/or State Student Number

• Click .  A list matching the criteria entered is displayed.

• Click line number of record with student to keep. Name is highlighted in blue.  

• Click .  

Select student record to remove in Student to Delete grid

• Click  next to the Student Name in Student to Delete grid. Find Student screen open

• Enter all of part of the student’s Last Name, First Name, Middle Name, Perm ID, and/or State Student Number

• Click .  A list matching the criteria entered is displayed.

• Click line number of record with student to delete. Name is highlighted in blue.  

• Click .  

• Check Create a report for the Student to Delete and the Student to Keep for each area on the grid. The resulting PDF will be placed on the Student to Keep Documents tab in the Student screen, if desired.

• Click to see records from both students.

• Students’ records are listed in Data to Merge grid by icons in columns under Student to Keep or Student to Delete.

For each line of information

• Click under  Action column and select one of three options

Merge information from both students

OR

Keep the information from the Student To Delete record and overwrite the Student To Keep record

OR

Blank box to maintain the record for the Student To Keep

Once all of the actions have been selected

• Click    to complete the process.  

BE SURE everything is set up correctly before clicking Merge, as this cannot be undone.