Remove and Advance Records
- Update students' permanent records with this year's information
- Update catechists' history records with this year's information
- Remove parents/guardians' volunteer activities and/or preparation classes
- Remove graduating/inactive students and/or inactive catechists
- Clear the number of online student registrations to reset class size limits
- Delete current year information for students and/or catechists
- Promote students to the next grade or from one session to another
There are a few things you need to do to remove and advance records.
Back up your data
- On the File menu, click .
- Click Backup Data.
- Enter a reason for the backup, such as "Backup before removing records".
- Select a backup method, and enter or select any relevant information.
- Click Start Backup.
- After your data is backed up, you can print the backup information for your reference.
Print the final versions of this year's reports
Once you run this process, only the new year's information displays. Print any reports you may need with this year's information.
Remove and advance records
Remove families based on giving
You can delete or inactivate the records of families who haven't given or pledged in a specified period of time.