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On the left are a series of Filter criteria which are used to locate student records that meet the specified criteria.
School criteria:
To simplify school searching, create an Employee Role for each school, enabling easy selection of the desired school.
When creating an Employee Role, ensure that you select 'PosiEd Validation' as the designated User. Then, you need to input the name of the school you wish to add as an option in the school search bar. By doing so, the school will be included in the list of searchable options available for users.
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The central portion of the screen is dedicated to presenting the records that have been filtered based on the set criteria.
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The first filter criterion that is mandatory is the School. To select a school, click on the School field, and a list of schools that you have access to will appear. You can select one or more schools from this field.
Please note that you can only search for schools that have been configured with an Employee Role.
To simplify school searching, create an Employee Role for each school, enabling easy selection of the desired school.
When creating an Employee Role, ensure that the user has created in the Employee Roleyou select 'PosiEd Validation' as the designated User. Then, you need to input the name of the school you wish to add as an option in the school search bar. By doing so, the school will be included in the list of searchable options available for users.
When creating an Employee Role, select the designated User in your org. Then, you need to input the name of the school you wish to add as an option in the school search bar. By doing so, the school will be included in the list of searchable options available for users.
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