Tool Search: Batch Template
The Batch Template tool is used to automatically fill settings when using the Batch Updates tool. Templates for a specific configuration can be viewed by selecting a configuration from the Select Open Enrollment Configuration and then clicking the name of the template within the list.
Creating a New Batch Template
Select all filters and options you wish to apply to Batch Updates using a template in the future. Templates can be deleted by clicking them from the list of available templates and clicking Delete.
- Click New.
- Enter a Name. Names must be unique for this Configuration.
- Select an Update. This will be the update that is applied to the selected applications. The following updates are available:
- Set Application Status - Sets the Application Status of all applications found via the filters and options below to the Application Status of your choosing.
- Set Response - Sets the Response of all applications found via the filters and options below to the Response of your choosing.
- Lock Lottery Processing - Locks all applications found via the filters and options below from being processed in a lottery.
- Unlock Lottery Processing - Unlocks all applications found via the filters and options below and allows them to be processed in a lottery.
- Show Results in OLR - Show the lottery results in OLR for all applications found via the filters and options below.
- Hide Results in OLR - Hide the lottery results in OLR for all applications found via the filters and options below.
- Enable Allow Accept in OLR - Enabled the ability of a parent or guardian to accept their OE results for all applications found via the filters and options below.
- Disable Allow Accept in OLR - Disabled the ability of a parent or guardian to accept their OE results for all applications found via the filters and options below.
- Lock Application Changes - Lock all applications found via the filters and options below from having changes made.
- Unlock Application Changes - Unlock all applications found via the filters and options below, and allow them to be changed.
- Select a Priority.
- Only applications for the selected Priority will be included. If blank, all priorities will be included.
- Select a Current Application Status.
- Only applications that currently have the selected Status will be included. If blank, all statuses will be included.
- Select a Current Response.
- Only applications that currently have the selected Response will be included. If blank, all responses will be included.
- Select Grades.
- Only applications for the selected Grades will be included. At least one Grade is required.
- Select any of the available Flags.
- If at least one Flag is selected, only applications for the selected Flags will be included. Flags are not required.
- Select an existing Group Name or enter a new Group Name.
- Enter a Sequence. This will determine the order the templates will be listed.
- Select any Preferences.
- Only applications for the selected Preference will be included. At least one Preference is required.
- Click Save.
This field places the template in a Group. Groups are used to help organize templates.
