Post Grades and Degrees

With this quick posting, you can add or remove a grade or degree for multiple member records. You can also enter special designations when there's more than one class for each grade, such as 1A or 1B. Grades/degrees display in the individual's Personal window.
Tip: We don't recommend using this quick posting for grade promotion. You can use the Grade Promotion process once a year to promote the grades of members with the type Child.
  1. On the Information tab, click Members > Quick Posting > Grades and Degrees.
  2. Select whether to use automatic updating or individual entry, then click Next.
  3. If you selected automatic updating:
    1. If you included fund selections, select the funds to use to filter the list, then click Next.
    2. Make selections to build your list of records to process, then click Next.
    3. To assign different grades/degrees to each individual, select the first option. Or, to assign the same one to your entire list, select the second option, and select the grade/degree. Click Next.
  4. If you selected individual entry:
    1. Select the grade/degree, select an individual, and click Add Member to List.
    2. Repeat this for each record you want to process. When you're finished, click Next.
  5. Review your list. If needed, add or edit any grade/degree information. When you're ready to post to the selected records, click Next.
  6. To post, click Finish.