When you import migrated children, you must assign the children to organizations in the new hierarchy. You must have top-level administration rights within Data Manager to roster migrated children.
To roster migrated children:
1. From the Import/Export menu, select Scheduled Queue. The Scheduled Queue page opens with a list of scheduled reports, imports, and exports.
2. Click
the Roster Students button
(
)
in the row of the job that produced the records of the children
you want to roster.
3. Select an Import Beginning Date and an Import Ending Date.
4. Click the check box next to Update Demographics, Update Program Notes, Update Assessments, or Update User Defined Values to make any changes to previously imported data. To import new data only, make no selection.
5. Click Next.
6. Click the check box next to an organization under Select the “Source” Location and click the check box next to an organization under Select the “Destination” Location. This will assign all of the child records from the previous hierarchy to the new hierarchy. Continue this process until all Source organizations have been assigned to Destination organizations.
7. Click Schedule Roster. You will receive an email notification when the roster is complete.
See also:
● Importing Data from Other BDI-2 Data Manager Web Accounts
● Monitoring and Downloading Scheduled Imports, Exports, and Reports