STEP 1: Navigate to Bulk Update Area on Tuple
The process for Bulk Add, Remove or Updating of Enrolment Checklists is the same however they are completed in different sections depending of the record type.
If bulk updating via Course Enrolment Checklists
Navigate to the relevant Course Offer record
On the Left Navigation Bar, click Enrolments
Select the relevant Course Enrolments. In the Action Menu below the Enrolments grid select either:
Add/Remove Course Enrolment Checklists (then proceed to STEP 2 below)
OR, Bulk Update Course Enrolment Checklists (then proceed to STEP 3 below)
STEP 2: Bulk Add/Remove Enrolment Checklists
Having navigated and selected the appropriate enrolment records and chosen Add/Remove Enrolment Checklist
The next page you see will be a list of all available Checklist Items
Ensure there is a tick next to each Checklist Item that should be against each Enrolment
Ticking a record will add the Checklist against the Enrolment
Unticking will remove the Checklists from the Enrolment
If you see a dot instead of a tick, this means that some but not all of the selected Enrolments already have this Checklist Item. You can leave as is, remove from all or add to all
3. At the bottom of the page select Confirm Checklist Selection
4. You will be provided with a summary of changes and asked whether to Use Template Checklist Values
This option allows the quick setting of Checklist values from the preset Template Checklists
You can see which Checklists are set up as a Template by the Y in the Template? column
If you do not have any Template Checklists set up this option will be skipped
The default option is Yes
5. If ready to proceed click Save
STEP 3: Bulk Update Enrolment Checklists
Having navigated and selected the appropriate enrolment records and chosen Bulk Update Enrolment Checklist
The next page you see will be a list of all Checklist Items linked to the selected Enrolments
Select the Checklist Items that you wish to bulk update with specific values. If you see a dot instead of a tick this means that some but not all of the selected Enrolments have this Checklist Item linked
After selecting the Checklists. Choose which fields you wish to update. Tick each field you wish to update and Enter the value you wish to set for each field
If ready to proceed click Update Checklists
This will provide a confirmation message
You can repeat this process changing your selections and values until you are done
Once finished click on Back to Enrolments Page