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How do I update Caseload information in bulk?

Katie avatar
Written by Katie
Updated over a week ago

You can now update information for the students on your Caseload in bulk! Here's how to apply updates for multiple students at a time:

1) Head to your Caseload tab. Select students you would like to apply changes to using the checkmarks on the far left.

2) Select “Update Student Details” from the Bulk Actions dropdown.

3) Use the form that is displayed to edit student details. Only the fields that you change will be updated. Any field that is modified will turn yellow to indicate that it will be overwritten for all selected students. Unchanged fields will remain neutral and will not be included in the update.

4) Click the "Update X Students" button on the top right. Then, confirm your selections when the next window pops up.

This feature will come in handy when you need to advance grade levels for the next school year! A quick shortcut for this is to sort your students by grade level on the Caseload tab, then select all the students in the same grade level and use this bulk update option.

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