For Community and Group Editions
In this article, we'll discuss how an Administrator can remove Care Profiles that belong in a group from an eForm.
Let's say that you're only supposed to add the Group Year 1 to Year 5 to an event eForm, but you've accidentally assigned the group Year 6 to it.
NOTE: This will only work if the profile selection set is Drag and Drop.
Below are the steps on how you can remove the inappropriate Group - Year 6.
In summary - we need to -
- Identify the Year 6 students as a group
- Isolate the Year 6 students as a group
- Remove the Year 6 group from the eForm
1. Click anywhere in an eForm. This will display all students that are expected to receive the eForm.
2. Click the Sort Members button
3. Sort the displayed students by Year Levels by clicking on each of the Year Level indicators.
If you need to open the display - click on the triangle to the left of the Organisation Name.
The final Sort will appear similar to this display - each Year Level indicator has sorted the list into the Groups you require.
4. You may now use the Filter to isolate the Group of Year 6 students.
Click the No Filter drop-down menu on the upper right side below the search bar.
The sorted groups now appear as a filter option.
5. Click on the Year 6 Sorted Group option and only the Year 6 students will be displayed.
6. Click on the Actions dropdown menu and choose Select displayed Students.
This will turn all the displayed Year 6 students green.
7. Again click the Actions drop-down menu and choose Remove Selected Profiles from this eForm.
8. A verification window will pop up asking you to confirm the students removal from the eForm.
Comments
0 comments
Article is closed for comments.