Merging Isis Manual do Utilizador descarregar pdf (Página 41)

ISIS-SWIS User’s Manual 39

Delete a Record

1� Type the name of the record to

be deleted in the Search ﬁeld�

2� Click the Search icon�

�

Clic

k to select the record to delete

�

Clic

k the Delete button�

�

Clic

k Delete to conﬁrm� Click

Cancel to return to the roster

�

Update a Record Status

1� Check the Active, Inactive, and

Archived ﬁlter boxes to display all persons associated with the SWIS

account�

2� Type the name of the record to update in the Search ﬁeld� Click the

search icon�

3� Right-click on the record and select Set Status� Select the appropriate

status for the record:

 Active: the person is currently associated with the school�

 Inactive: the person is not currently associated with the school, but

may return (e

�

g�, transfer students)

�

 Ar

chived: the person

is not currently

associated with the

school and will not

be returning (e

�g�,

graduated students)�

�

Clic

k OK

�

HERE’S A TIP

The SWIS Suite prevents

deleting person records

attached to data� If there

are duplicate person re-

cords and each has data,

merging the two records

is recommended over

deleting�

The Person Management workspace with Set Status menu.

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