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Mass Change/Update/Delete/Archive (Courses) ​

Mass Change/Update/Delete/Archive allows you to perform various actions for a series of courses.

To run Mass Change/Update:

  • Select Module > Courses > Mass Change/Update/Delete/Archive
  • Press ALT+1

Activate/Deactivate Courses ​

  1. Select the appropriate item from the Change Active Status to list.

  1. Enter the course criteria. You can select courses based on:
  • Beginning or Ending date.
  • Course number. You can use wild cards with the course number criteria, e.g. ??F would perform the action on all courses which have an 'F' as the third character of the course code. You can also enter a comma-separated list of course beginning values, e.g. 20S,20F,20U.

  1. Once you enter your criteria, the Preview button becomes available. Click it to view the courses which will be changed.
  2. After previewing the course changes, click the OK button to make the changes.

Lock/Unlock Courses ​

  1. Select the appropriate item from the Change Locked Status to list.

  1. Enter the course criteria. You can select courses based on:
  • Beginning or Ending date.
  • Course number. You can use wild cards with the course number criteria, e.g. ??F would perform the action on all courses which have an 'F' as the third character of the course code. You can also enter a comma-separated list of course beginning values, e.g. 20S,20F,20U.

  1. Once you enter your criteria, the Preview button becomes available. Click it to view the courses which will be changed.
  2. After previewing the course changes, click the OK button to make the changes.

Change Web Publish Property ​

  1. Select the appropriate item from the Change Web Publish/Register Status to to list.

  1. Enter the course criteria. You can select courses based on:
  • Beginning or Ending date.
  • Course number. You can use wild cards with the course number criteria, e.g. ??F would perform the action on all courses which have an 'F' as the third character of the course code. You can also enter a comma-separated list of course beginning values, e.g. 20S,20F,20U.

  1. Once you enter your criteria, the Preview button becomes available. Click it to view the courses which will be changed.
  2. After previewing the course changes, click the OK button to make the changes.

Change Allow Waitlist ​

  1. Select the appropriate item from the Change allow waitlist status to to list.

  1. Enter the course criteria. You can select courses based on:
  • Beginning or Ending date.
  • Course number. You can use wild cards with the course number criteria, e.g. ??F would perform the action on all courses which have an 'F' as the third character of the course code. You can also enter a comma-separated list of course beginning values, e.g. 20S,20F,20U.

  1. Once you enter your criteria, the Preview button becomes available. Click it to view the courses which will be changed.
  2. After previewing the course changes, click the OK button to make the changes.

Change Publish Date ​

  1. Enter the date into Change Publish field:

  1. Enter the course criteria. You can select courses based on:
  • Beginning or Ending date.
  • Course number. You can use wild cards with the course number criteria, e.g. ??F would perform the action on all courses which have an 'F' as the third character of the course code. You can also enter a comma-separated list of course beginning values, e.g. 20S,20F,20U.

  1. Once you enter your criteria, the Preview button becomes available. Click it to view the courses which will be changed.
  2. After previewing the course changes, click the OK button to make the changes.

Delete Old Room Use Records ​

  1. Check the Delete Room Use Records box.

  1. The system will warn you that Room Use records are not removed from the database until you run the Pack procedure. Click OK to continue.
  2. Enter the course criteria. You can select courses based on:
  • Beginning or Ending date.
  • Course number. You can use wild cards with the course number criteria, e.g. ??F would perform the action on all courses which have an 'F' as the third character of the course code. You can also enter a comma-separated list of course beginning values, e.g. 20S,20F,20U.

  1. Once you enter your criteria, the Preview button becomes available. Click it to view the courses which will be changed.
  2. After previewing the course changes, click the OK button to make the changes.

Purge Waitlists ​

  1. Check the Purge Waitlists box.

  1. Enter the course criteria. You can select courses based on:
  • Beginning or Ending date.
  • Course number. You can use wild cards with the course number criteria, e.g. ??F would perform the action on all courses which have an 'F' as the third character of the course code. You can also enter a comma-separated list of course beginning values, e.g. 20S,20F,20U.

  1. Once you enter your criteria, the Preview button becomes available. Click it to view the courses which will be changed.
  2. After previewing the course changes, click the OK button to make the changes.

Mass Assign Main Fees ​

  1. Check the Create/Assign Main Fee box.
  2. Enter the information:
  • You must select a Fee Description and enter an amount.
  • If you want this fee hidden from the Web, enter Y in the Web Hide field.
  • If this is a Membership fee, enter the appropriate Member Code and the date or number of days that the Membership should expire in the Days or Date field.

  • If this is an Early Bird fee, enter the date the fee will expire in the Fee Exp field.

Note: if you have the Use Number of Days for Fee Expires (Early Bird) option enabled on Course Preferences, the Fee Exp field is a numeric field instead of a date field. You enter the number of days before the course begins that the fee will expire.

  1. Enter the course criteria. You can select courses based on:
  • Beginning or Ending date.
  • Course number. You can use wild cards with the course number criteria, e.g. ??F would perform the action on all courses which have an 'F' as the third character of the course code. You can also enter a comma-separated list of course beginning values, e.g. 20S,20F,20U.

  1. Click the Preview button to view the course list (if the Preview button is not highlighted, tab out of the course criteria field). If you want to remove a course, uncheck the appropriate box. Click the Done button to close the Preview window and continue.
  2. Click the OK button to assign the fee to the selected courses.

Mass Delete Main Fees ​

  1. Check the Delete existing Main Fee box.
  2. Select the fee description:

  1. Enter the course criteria. You can select courses based on:
  • Beginning or Ending date.
  • Course number. You can use wild cards with the course number criteria, e.g. ??F would perform the action on all courses which have an 'F' as the third character of the course code. You can also enter a comma-separated list of course beginning values, e.g. 20S,20F,20U.

  1. Click the Preview button to view the course list (if the Preview button is not highlighted, tab out of the course criteria field). If you want to remove a course, uncheck the appropriate box. Click the Done button to close the Preview window and continue.
  2. Click the OK button to delete the fee from the selected courses.

Mass Assign Optional Fee ​

  1. Check the Create/Assign Optional Fee box.
  2. Enter the information:
  • You must select a Fee Description and enter an amount.
  • If you want this fee hidden from the Web, enter Y in the Web Hide field.
  • If this is a coupon code, enter the coupon code the user must enter to receive the discount.
  • If this fee will expire, enter the number of days before the course starts that it will expire in the Fee Exp field.

  1. Select the fee type (i.e. optional, coupon, or inventory).
  2. Enter the course criteria. You can select courses based on:
  • Beginning or Ending date.
  • Course number. You can use wild cards with the course number criteria, e.g. ??F would perform the action on all courses which have an 'F' as the third character of the course code. You can also enter a comma-separated list of course beginning values, e.g. 20S,20F,20U.

  1. Click the Preview button to view the course list (if the Preview button is not highlighted, tab out of the course criteria field). If you want to remove a course, uncheck the appropriate box. Click the Done button to close the Preview window and continue.
  2. Click the OK button to assign the fee to the selected courses.

Delete Optional Fees ​

  1. Check the Delete existing Optional Fee box.
  2. Select the fee description and enter the Coupon Code if this is a coupon type fee.

  1. Enter the course criteria. You can select courses based on:
  • Beginning or Ending date.
  • Course number. You can use wild cards with the course number criteria, e.g. ??F would perform the action on all courses which have an 'F' as the third character of the course code. You can also enter a comma-separated list of course beginning values, e.g. 20S,20F,20U.

  1. Click the Preview button to view the course list (if the Preview button is not highlighted, tab out of the course criteria field). If you want to remove a course, uncheck the appropriate box. Click the Done button to close the Preview window and continue.
  2. Click the OK button to delete the fee from the selected courses.