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Add locations

 

Data Package: Any

Role: Account Holder or Administrator

To add a location:

1.   Sign in to your DataManager account with your Admin or Account Holder user name and password.

2.   From the top navigation bar (of any page), select Administration >  Manage Locations.

 

The Manage Locations page opens.

 

3.   Click View/Manage Locations. The View/Manage Locations page opens to a display of your hierarchy.

 

4.   Search the hierarchy until you find  the parent location of your new entry. For instructions, see Searching for Locations.

5.   Click the plus sign (+) above the level of the location you want to add.

 

The add location form appears below the parent level you selected.

 

All location types display a field for Name. Locations also provide an additional Code entry option. Classes also provide a Grade selection list (0-12). The first time you view the View/Manage Locations page, all locations default to Active.

 

6.    Enter values for the available fields, as specified below.

    1. Name (text box entry) - required for all locations. Enter a unique name for the location.
      Tip: Follow your school's or district's existing naming conventions.
    2. Code (text box entry) - recommended for all locations. Required when Name is duplicated (or Name and Grade, for classes) for the same parent location.
    3. Grade (drop-down selection, 0-12) - available for classes. Defaults to zero (0). Identifies unique class when Name and Code are duplicated at the class level for the same parent location.

 

Notes: Grade entries cannot be changed after a class has been added to the hierarchy. If you must change a grade level for a class, you must delete the current location and re-enter the Name and the new Grade for the location.

All new locations are added with a status of Active. To change an active location to an inactive one, use the Edit (pencil) feature. (See Edit Locations.)

 

7.    Click the Insert button when you have finished entering information for the location.

 

Your new location appears in the hierarchy level you chose in Step 5.

 

Note: Classes under the same parent location display in order of Grade first, then Name. See example below.

 

 

8.    To add another location, repeat Steps 5 - 7.