Use this process to see the pupil and organisation records that have been updated over a period of time. A list of names is shown for each type of change - new, deleted or changed.
Select Administration > Manage Names.
Select the Updated Names tab.
Enter the date range between which you want to view updated names.
Click Search.
Four buttons will appear - New, Deleted, and Changed - each with a number in brackets that is the number of new, deleted, changed, or changed schools records found.
New
Click New to display the New Names recorded between the dates.
Show or hide records that are out of use, by clicking the Show out of use/Hide out of use button.
Use the Filter to filter the list.
Order the names differently, by clicking the hyperlinked column heading Name.
If a pupil name, drill down to see who else is in the Class, Year, Reg or Groups, by clicking the hyperlinked class, year, registration class or group.
From the Class, Year, Reg or Groups lists, you can:
Click a pupil Name to open the Update Pupil screen and update the details of a pupil in the class.
Show or hide records that are out of use.
See which pupil records have Gift Aid Donor selected.
Print the list of names by clicking Print.Drill down to see pupil or organisation details by clicking the hyperlinked name to open the Update Pupil screen or the Update Organisation screen. For more information on updating pupil details, see the Article, Edit Pupil Names. For more information on updating organisation details, see the Article, Edit Organisations.
Deleted
Click Deleted to show the Deleted Names recorded between the dates.Note: These are names have been removed from Sims (or other management tool) and are no longer being imported, but still remain in Tali. You cannot manually delete records in Tali so they must be marked out of use.
Show or hide records that are out of use, by clicking the Show out of use/Hide out of use button.
Use the Filter to filter the list.
Order the names differently, by clicking the hyperlinked column heading Name.
Drill down to see pupil or organisation details by clicking the hyperlinked name to open the Update Pupil screen or the Update Organisation screen. For more information on updating pupil details, see the Article, Edit Pupil Names. For more information on updating organisation details, see the Article, Edit Organisations.
Mark the pupil names as out of use by selecting the names and clicking Mark name(s) as out of use.
Changed
Note: Updates to any information on a name record will cause a contact to appear within the Changed Names list. It is not currently possible to see the specific information that has changed.
Click Changed to show the Changed Names recorded between the dates.
Show or hide records that are out of use, by clicking the Show out of use/Hide out of use button.
Use the Filter to filter the list.
Order the names differently, by clicking the hyperlinked column heading Name.
Drill down to see pupil or organisation details by clicking the hyperlinked name to open the Update Pupil screen or the Update Organisation screen. For more information on updating pupil details, see the Article, Edit Pupil Names. For more information on updating organisation details, see the Article, Edit Organisations.
If a pupil name, drill down to see who else is in the Class, Year, Reg or Groups, by clicking the hyperlinked class, year, registration class or group.
From the Class, Year, Reg or Groups lists, you can:
Click a pupil Name to open the Update Pupil screen and update the details of a pupil in the class.
Show or hide records that are out of use.
See which pupil records have Gift Aid Donor selected.
Print the list of names by clicking Print.