16 August 2021

How to set up data groups

Set up data groups to define the following:

• Whether records of a data group are editable and bulk editable, and whether the values edited in Submissions override the values from the student management system.
• How records are approved and submitted
• Whether records can be uploaded or downloaded from a data group

Set up data groups as follows:

1. On the Settings >and then Submissions module >and then Data settings page, go to the data group you want to edit >and then under Actions.

   Attention. The settings apply to the data group acronym hepHEP and acronym vetVET. That is, setting the Campus data group to editable sets the Campuses acronym hepHEP and the Campuses acronym vetVET data groups to editable.

   

2. On the Edit records page, enable the options as required. For example, enable Editable and disable the other options.

   Attention. If you do not have level 2 subscription, the editable, upload, and download options are disabled.

   Editable

   If enabled, you can set the fields that are editable, bulk editable, and whether the values edited in Submissions override the values from the student management system.

   Auto approve

   If enabled, records in the data group are approved automatically. Otherwise, you must approve each record manually before submitting to acronym taxiTCSI.

   Auto submit

   If enabled, records in the data group are submitted automatically. Otherwise, you must submit each record manually.

   Upload

   If enabled, you can upload records to the data group from Microsoft Excel files.

   Download

   If enabled, you can download records from the data group to Microsoft Excel files.

3. For editable data groups, you can define the editable, bulk editable, and override fields. Go to under Actions for the data group and define the field settings.

   The image Editable settings illustrates that the Can edit option must be selected before you can select the Is an override and Bulk edit options.