Add Pupils to Custom Pupil Groups

Use the Pupil Manager module to add pupils to Custom Pupil Groups. This is a useful time saving shortcut. Custom Pupil Groups are groups of pupil records. Use the groups you create to search for pupil records and forward information regarding school trips, etc.

1. Open the Pupil Manager module, select a pupil records tab:
   
2. Use your preferred search method to find the pupil records that you want to work with.
   The Pupil Records List is displayed:
   
3. Select pupil records using the checkboxes next to each Pupil's Name. Check the box in the header bar to select all the records displayed.
4. Select an option from the pink drop down list. Choose to either:
   
   • Add to NEW Group. Select pupils and add them to a new Custom Pupil Group.
     or
   • Add to PREVIOUS Group. Select pupils and add them to an existing Custom Pupil Group. This is a useful shortcut if you have latecomers for a school trip or new applicants that you want to add to a group.

Add Pupils to a New Custom Pupil Group

The Selection Management window is displayed:

1. Enter a name and short description for your Custom Pupil Group in the fields available.
2. Choose a Selection Category from the drop down list displayed.
   Custom Pupil Groups are listed under categories in the pupil record tabs, making them easier to organise and locate. Click  to add a new category to the drop down list available, if required.
3. Use the Shared Selection check boxes to control who can view and edit the Custom Pupil Group.
4. Either:
   
   • Check the Disable Expiry Date box and the Custom Pupil Group is set up indefinitely.
     or
   • Uncheck the Disable Expiry Date box and enter an expiry date for the Custom Pupil Group. This is a useful housekeeping tool, once a field trip is complete the Custom Pupil Group is listed as expired.
5. Click  Save New Selection.
   You are prompted when the group is created.
6. Click OK to return to the pupil records list.

Add Pupils to an Existing Custom Pupil Group

The Selection Management window is displayed:

1. Select a Custom Pupil Group from the drop down list.
2. Click  Save To Selection.
   You are prompted when the group is saved.
3. Click OK to return to the pupil records list.