Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.

The only way to undo Update Applications processing is to restore to a backup. To preview changes before making them, click Preprocessing Report before you click Run Now.
  1. How to run Update Applications
    1. In Administration, click Status Wizards.
      Note: You can also create and run the Update Applications wizard in Records - Applicants by clicking the Update Applications link.
    2. Highlight Update Applications and click New.
      1.  The General Tab

        1. In the From school field, select the school associated with the applications to update.
        2. You can select a Status, Status date and Status reason for the application records to update.
        3. You can mark the Set current grade checkbox and select Based on promotion schedule or To value.
        4. If you select Based on promotion schedule, select the promotion schedule in the next field, and select a grade level in the Current grade if blank field.
        5. If you select To value, select a grade level in the Current grade field and select whether to unmark the Overwrite existing current grade checkbox
        6. You can mark the following checkboxes: Create exception query, Create a query of applicants with changes, and Print control report.
        7. Click Next.
  2. The Additional Information tab


    1. In the Application Information frame, you can select the Year apply, Term apply, and Recruiter, Application date, and Date accepted.
    2. In the Enrollment Information frame, you can select the Date enrolled from, Class of, and Board type.
    3. Click Next.
  3. The Checklist/Action tab


    1. In the Delete frame, you can mark the Tracks and Checklist items checkboxes and select specified tracks and checklist items to delete. For example, delete a specific track for academic year 2007-2008 and delete all checklist items completed on or before today.
    2. In the Add frame, you can mark the Action and Tracks and checklist items checkboxes and select the information to add. For example, add an action, a track, and two checklist items.
    3. Click Next.
  4. The Filters tab
    1. In the filters grid, you can filter the applicant information you want to process. For example, filter by applicant status and years apply.
    2. To view a list of records included in the update, click Preview Included Records.
    3. On the Records to Include screen, you can deselect records you do not want to include.
    4. Click Preprocessing Report to preview a report of changes to records before running the wizard.
    5. Click Run Now.
    6. Name and save the parameter set.
    7. When the wizard is complete, a control report appears. After reviewing the report, click the red X to return to the Enroll Application wizard.
    8. Click Save and Close on the action bar.