How to Process Batch Registration Actions

When to Use Batch Processing:

• When you have multiple students at the same step in the registration workflow
• For common actions like approving registrations or sending notifications
• When managing registrations for specific terms or high schools as a group

Accessing Batch Mode:

1. Navigate to the Registrations tab
2. Use the Steps filter to select the specific step you want to complete
3. Click the Step Actions dropdown menu
4. Select "Complete in batch mode"

Using Batch Mode:

Simple Steps: For basic approval steps, registrations will display in a stacked table format:

• Review all registrations on one screen
• Check or uncheck boxes to select which registrations to process
• Add any required comments or information
• Click Complete Step to process all selected registrations at once

Complex Steps: For steps requiring document review or detailed information:

• Registrations will display one at a time
• Use the Next button to move through registrations
• Complete required fields for each registration
• Click Complete Step when finished with all registrations

Tips for Efficient Batch Processing

Use Filters Effectively

• Filter by high school to process all registrations for a specific school
• Use the term filter to focus on current registration periods
• Combine filters to narrow down to specific groups of registrations

Review Before Processing

• Double-check your selection of registrations before completing the batch
• Verify that all selected registrations should receive the same action
• Review any comments or notes you're adding to multiple registrations

Monitor Progress

• Watch the status updates as registrations are processed
• Confirm that all selected registrations were completed successfully
• Check for any error messages or failed processing attempts

Common Issues and Solutions

Not Seeing the Batch Option

• Confirm the step can be completed in batch mode
• Check that multiple registrations are at the same step

Incomplete Processing

• Review any error messages
• Check individual registrations that failed to process
• Verify all required fields are completed

System Performance

• Process smaller batches if experiencing slowdown
• Allow adequate time for large batches to complete
• Refresh the page if the display doesn't update automatically

Best Practices

Organization

• Process similar types of registrations together
• Use consistent comments or notes for related batches
• Keep batch sizes manageable (recommended 25-50 at a time)

Documentation

• Note any special conditions or exceptions
• Record any systematic issues for follow-up
• Track patterns that might require workflow adjustments

Communication

• Inform relevant staff when processing large batches
• Follow up on any registrations that couldn't be batch processed
• Document any recurring issues for system administrators

Need Help? If you encounter issues with batch processing, contact your implementation manager or submit a help desk ticket for assistance.