The More toolbar at the staff grid allows you to select functionality that affects records in batches. The selected records are updated without having to open the detail records and make changes individually.
The ‘Create Fiscal Year Summaries’ more item will update all records in the current selection, so it is important to make sure you have the correct list of staff records before making the change.
Staff FY summary records are new for staff who begin in the 2012-2013 FY or for staff who continued into the 2012-2013 FY. FY summaries are NOT run for years prior to 2012.
Create Fiscal Year Summaries
1. Select and subset 200 or less staff records at the grid.
1. Click More.
2. Select Create Fiscal Year Summaries.
3. On the popup data form, the fiscal year that your agency is set for will display in read only format.
4. Click Create Now.
Fiscal year summaries can only be created or updated for the fiscal year that your agency is set for. Once your agency is updated to the new fiscal year, you cannot create summaries for the previous fiscal year.
LiteracyPro Systems runs fiscal year summaries once a month in all ABE clients. You do not have to wait for the monthly summaries to be run. When you make a change to a staff record that affects how that staff counts on NRS searches or tables, you may update the summary manually.