Updating Student Records Process

Steps

  1. Update Semesters

    • Verify and update semester information as required.
  2. Update Global Event Calendar 

    • Review and import any new global events.
    • Remove outdated events if necessary.
  3. Review Incident Changes 

    • Check for any incident updates or modifications.
    • Apply necessary changes.
  4. Remove Old Records

    • Delete or archive outdated records according to retention policies.
  5. Upload New Records

    • Import the latest student or system records.
  6. Upload Photos (If Available)

    • Upload any new photos received at the time of processing.
    • Verify that photos are associated with the correct records.
  7. Upload New Recipient/Guardian List

    • Import the updated recipient/guardian information.
    • Validate data accuracy after upload.

Validation

  • Confirm all uploads completed successfully.
  • Verify record counts match the source files.
  • Check for any import errors or warnings.
  • Notify stakeholders once the update process is complete.

Notes

  • Ensure backups exist before removing old records.
  • Follow organizational data retention and privacy policies.
  • Document any exceptions or issues encountered during processing.