Edit locations

You can edit the name, code, class level (where relevant), and active/inactive status of a location using the Edit feature.

Important:

●     Locations that appear in the hierarchy table include historical locations that may be used for longitudinal reporting. These locations can be edited/inactivated, provided they (and the locations residing underneath them) are not associated with any open test events or assignments. They cannot, however, be deleted.

●     Do not modify class names to reflect staff changes. Doing so will overwrite the class names in reports from previous test administrations with the new class name. Instead, inactivate the former classes and add the new classes.

Example 1:
Ms. Smith and Mr. Jones have retired and been replaced by Ms. Clark and Mr. Addison. To update the locations, you must first inactivate the locations "Smith" and "Jones," and then add Clark and Addison to the system as new locations.

Example 2:
Ms. Shea taught grade 3 last year but now teaches grade 4. To update the location, add "Shea" as a grade 4 class  location, and then edit Ms. Shea’s staff/user record to associate her with the new location. (Inactivate the location of Shea, grade 3.)

To edit 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 to open the locations hierarchy table.

4.    Use the arrows to browse to the location that you want to edit. See Searching for Locations for detailed instructions.

5.    Click the pencil icon () in the row of the location you want to edit.

The form for the location opens below the entry.

Note: The Grade field, present at the class-level only, cannot be changed after the initial entry of the class in the locations hierarchy.

6.    Make edits to the location. See Adding Locations for details about fields. (To inactivate a location, click the Inactive selection near the bottom of the form.)

7.    Click the Update button. (Click Cancel to close the form without saving changes.)

The locations hierarchy table reloads, and your edits appear for the location you edited.

Note: If you inactivated a location, it will not appear in the hierarchy table until you select the Show Inactive Locations check box.