Either in the final days of the school year or in the first days when school resumes you’ll want to update students’ counselor assignments. If a counselor is leaving and being replaced by a new person you can mass change the counselor assigned from the “old” to the “new” counselor. Here is how:
Assigning the new counselor
- Go to the Students tab
- Apply the Counselor is filter and select the the counselor whose students you would like to assign to your new counselor.
- Select the check boxes next to the student's names.
- From the Bulk Actions drop down menu select 'Assign Counselor' and click Apply.
- A side bar should now appear with a list of all your staff members that are added in Cialfo. Select the new counselor's name and click 'Assign Selected'.
Unassigning the previous counselor
- Go to the Students tab
- Apply the Counselor is filter and select the the counselor whose students you would like to unassign.
- Select the check boxes next to the student's names.
- From the Bulk Actions drop down menu select 'Unassign Counselor' and click Apply.
- A side bar should now appear with a list of all your staff members that are assigned to the selected students. Select the counselor you would like to unassign and click 'unassign Selected'.
