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You may wish to require a document from a group of students, faculty or staff. For example, perhaps all your juniors are required to sign the FERPA agreement.
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Only 5,000 activities can be added to students at one time using the finder. |
Go to Filters and select the filter containing the people who need to submit the document. For example, to require a FERPA agreement from your students, you would choose Students.
Set filters to return only the people you want and click Submit.
Click +Add Activity > For All.
Next to Member: Template Name click the magnifying glass.
Next to the document required click Select.
Tip: Use the search box in the upper right to find the desired template.
Optionally in Semester select the academic period associated with the document. For example, if you require the FERPA agreement every spring, you might select Spring 2024.
In Add Only for These People select whether to add the activity to everyone selected, only those that do not have the activity or only those that do not have the activity for the set semester. This helps you prevent the same student from receiving the required document multiple times.
Click Submit.
Automatic assignment
Required documents can be automatically assigned when an event occurs. For example, if an applicant's admissions progress code changes to P - Deposited you may trigger the assignment of an immunization requirement activity to the student's workflow. To automatically assign the activity, use a database trigger. Refer to database trigger documentation on setting up a database trigger. For the trigger’s template, select the activity tracking template you created to hold the document.
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