To change an incorrect entering year navigate to:
1. onBoard > People Finder.
2. Search for the Candidate.
3. Under the Record tab, click Edit on Candidate Information.
4. Select the correct Entering Year from the Entering Year: dropdown menu.
5. Click Save.
Note: To change to a year in this way, the target year will need to have 'Allow as Inquiry/Admission Reporting Year: Yes' set under Core> School> Years & Terms. Otherwise is will not display on the dropdown.
In order to remove a duplicate, or inactive, Entering Year from a Candidate, first you will want to ensure all the information for the year you are deleting, is displayed in the year you are keeping. Please keep in mind this will also remove Official Notes, Inquiries and Applications associated with the Entering Year. Once the entering year is removed there is not a way to restore the information.
To remove a duplicate or inactive entering year from a Candidate. Navigate to:
- onBoard > People Finder
- Search for the Candidate
- Under the banner that includes information for the Candidate, select the Entering Year you want to remove.
- Keep in mind anything associated with this Entering Year including Applications and Inquiries will be removed.
- Click on the button Delete entering year
- Add in the reason (this gets stored behind the scenes)
- Click on the button Delete this entering year
In order to merge information from different entering years and change an entering year, you will need to contact support with the following information:
- User's Name
- User ID
- Entering Years you want to combine information
- Entering Year you want to show