The Power of Bulk Actions
From assigning counselors to students, sending out registration emails, deactivating students and more!
Client Solutions Center avatar
Written by Client Solutions Center
Updated over a week ago

On your Students List page, you can find a section called "Bulk Actions" in the upper bar. This will only appear once you've ticked the box next to a student's name or ticking the box above to select all students.

Bulk action allows you to do the following for one or many of your students:

  1. Assign Counselor

  2. Assign a Group

  3. Deactivate

  4. Did Not Graduate - This ensures that your students aren't included in reports by deactivating the student AND indicating "did not graduate" status

  5. GDPR Compliance - You may select this on behalf of your students to state that they are GDPR compliant

  6. Send Registration Email

  7. Send Registration Email to Student's Guardians

  8. Unassign Counselor

  9. Unassign Group

  10. Reassign Assessments

  11. Assign Common App Counselor

  12. Activate - you need to be on the Deactivated tab to access this

Once you've selected an option from Bulk Actions, be sure to click 'Apply' so that the action can either be done. Please note that for the Send Registration Email option, as soon as you click 'Apply', the registration emails will be sent to the selected students.

Pro tip: To make things easier, you can use our filters to select a population of students rather than selecting your whole students list! You can do this via Graduation Year, Group, etc. To find out more about filters, read this article here.

Bulk Actions for Individual/ Selected Students

You may use Bulk Actions for individual students and hand-pick students you would like to apply an action to. In the example above, only 'Anjalee Demo' will be assigned a group.

*NEW* Add Bulk Common App Counselor Functionality

For frequent cDocs users, you will now be able to assign Common App counselors to students from the student list. Simply follow the steps to assign a Bulk Action, and select the Assign Common App Counselor option, and hit Apply.

Did this answer your question?