There are two methods for selecting IDs: by query and by ID number. Both methods can be used to select ID numbers you want to manage attributes for.
By query:
- Select the By Query radio button.
- From the query drop-down, select the query you would like to use. If you select the <Original> query, you will need to customize it to ensure it is valid for your institution.
- Click the Add via Query button. The ID number is added to the ID Numbers to Process section.
By ID number:
- Select the By ID radio button.
- Enter in the ID number you wish to add, then click Add ID Number. The ID number is added to the ID Numbers to Process section.
- Repeat steps 1 and/or 2 until all of the desired ID numbers have been added.
To remove ID numbers:
- Go to the ID Numbers to Process section and select the IDs you wish to remove.
- Click the Remove Selected ID Numbers button.
- Use the Set ID/Attribute Processing Preferences section, you can select the checkbox to choose to not add an attribute for an ID if the ID already has the attribute with an empty end date. This setting is optional.
Using the Select and Process Attributes tab:
- From the Available Attributes section,
select the attributes you wish to add to the selected IDs and
click the Add Selected Attributes
button or click
and drag the attribute into the Selected Attributes section.
Only the attributes for which you have been granted access to will be available. - To update the Begin
Date and End Date
for all attribute rows, add the attribute rows to the Selected
Attributes grid at the bottom of the window and then enter the
desired dates to each row manually or using the date fields next
to the Update all rows with
heading and then clicking the Update
All button.
The End Date column should be left blank if the attribute is ongoing or current.
- To update the Begin Date and End Date for a single attribute row, select the attribute row in the Selected Attributes section, then enter in the desired Begin Date and End Date in the corresponding columns.
- To remove attributes from the selected attributes section, select the attribute rows you wish to remove, then click the Remove Selected Attributes button.
- The location the audit log is stored is set by default. If you'd like to update this location:
Go to the Audit Log Location field and click the browse icon. The Enter Mass Add Attributes Audit File Name window appears.
Click the browse icon again and navigate to the location you wish to save the audit log.
Enter in a File Name and click Save. The Enter Mass Add Attributes Audit File Name window closes.
Click OK.
When you are ready to process the attributes, click the Process button. The Manage Attributes Error/Audit Report window appears.