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Import/Export Student Data window

The Import/Export Student Data window is used to modify existing data in Synergetic according to changes past students have entered through the Potentiality web service. See Importing past student changes from Potentiality.

Opening the Import/Export Student Data window

Import/Export Student Data window key fields and buttons

Past Students available for processing fields

Import Export Student Data (past students, cut down, students available for processing)

Note: Student records that have had part or all of their changes authorised are displayed in bold font. Records that could not be linked to a student in the Synergetic database are displayed in italic font.

Field

Description

ID

Synergetic ID of the past student.

Note: If the ID field is zero, Synergetic could not match the past student information to a Synergetic community member. Click the Fine... button (wide) button to locate the past student manually.

Surname

Surname of the past student.

Given Name

Given name of the past student.

Birth Date

Birth date of the past student.

Member information fields

Import Export Student Data (past students, cut down, member information area)

Note: This information is taken from the Synergetic database to help you positively identify the student.

Field

Description

Phone BH

Business hours phone number of the past student.

AH

After hours phone number of the past student.

Mobile

Mobile phone number of the past student.

Partner

Name of the past student's spouse or partner.

Changes between Synergetic and the import file for this person fields

Import Export Student Data (past students, cut down, changes between Synergetic and import file)

Note: Fields that contain values that Synergetic cannot accept are displayed in red text. These updates cannot be authorised and need to be changed manually in the student's Community Maintenance record. For example, a student may have changed their country of residence and misspelled the country, or typed in a country not included in your organisation's luCountry lookup table.

Field

Description

Synergetic Field Name

Name of the field that may have been updated by the student.

Synergetic Value

Existing value for the field in the Synergetic database.

Potentiality Value

New value for the field entered by the student.

Authorised

Select to authorise this change to the field.

Tip: You can also authorise records by double clicking the record or highlighting the record and pressing the space bar.

Buttons

Field

Description

… button

Launch Community Maintenance to view the student's record.

Note: You cannot launch Community Maintenance for records with an ID of 0.

Load File... (Load File Ellipses) button

Import changes from an XML file.

Fine... button (wide)

Launch the Find Name on Community window to select a past student in the Synergetic database who matches the selected record entered in Potentiality.

Delete button (wide)

Remove the past student from the window.

Note: Records that have been deleted can only be reinstated by reloading the file, which overwrites any authorisations, updates or corrections you have made to other records in the Potentiality file.

Update Now button

Update all authorised changes for the selected student record.

Move to First button

Go to the first changed record.

Previous button

Go to the previous changed record.

Next button

Go to the next changed record.

Last button

Go to the last changed record.

Authorise All button

Set all changes to the selected student's record as authorised.

Note: Entries that have invalid lookup table values or that would overwrite existing values with blank ones are not authorised.

Update All Now button

Update all authorised changes for all student records.

Close button (same width as Deselect)

Close the Import/Export Student Data window.

Last modified: 11/08/2014 1:55:56 PM

See Also

Importing past student changes from Potentiality

© 2015 Synergetic Management Systems. Published 6 May 2015.

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