Administration - ATF and CTF Import to match students to potential siblings
Students > Student List > Actions > ATF Import and CTF Import
To streamline the student import process, both the ATF (Admissions Transfer File) and CTF (Common Transfer File) imports will now follow the same procedure, with the added benefit of automatically linking new students to existing potential siblings in the MIS.
The process will proceed as follows: After selecting Actions > ATF Import or CTF Import, the initial popup will now include a Student Siblings checkbox, which is checked by default. When ticked, any students that meet three or more of the following criteria will be automatically matched as a potential sibling to the new student and users can decide whether to link the match when it comes to the import stage:
- Home phone numbers that match
- Parental addresses that match
- Parental email addresses that match
- Parental names that match
- Sibling match
Users will click Next to see the list of students in the file.
The following screen allows users to review the list of students in the file and decide whether to Match Existing (default), Create New or Do Not Import in the Import Options column for the individual students. Users will click Next to see the list of potential siblings for the students in the file.
In the third and final step, the students in the file are matched to potential siblings already in the MIS. The table displays the following information:
- ATF/CTF Student - Student in the ATF/CTF file.
- Potential Sibling - Existing student in the MIS with one or more Matched Criteria.
- Address - Existing student's address.
- Matched Criteria - Score out of a maximum of five matches (click on the "i" to see the details).
- Matched Criteria Status - "Yes" in green (strong match) if the match meets three or more Matched Criteria, and "No" in red (weak match) if the match meets two or fewer Matched Criteria.
- Import Options - This column determines whether a Potential Sibling will be linked when the Import button is clicked. The row will display either Link (highlighted green) or Do Not Link (highlighted red). Note: Users can also bulk Link/Unlink by selecting the row(s) and clicking the Link and Do Not Link buttons.
- Actions - Update the Import Options column per row by clicking on Link or Unlink.
Users can also choose to Export As the contents of the table to Copy, Excel and CSV.
Finally users will click Import as current functionality.