The user sees this screen from the Award and Order Credentials In Bulk - Step 1 Search page once the search has been completed.
The purpose of this tab is to display the search criteria that is entered by the user (for confirmation) and display the total number of records that are selected for processing. The user must confirm that they would like to proceed with Awarding and Ordering Credentials in Bulk process.
The following text is visible to the user above the data fields:
The following data fields are displayed to the user:
|Authority||Displays the value selected by the user from Step 1 Search||N|
|School||Displays the value selected by the user from Step 1 Search||N|
* Displays the value(s) selected by the user from Award and Order Credentials In Bulk - Step 1 Search
|Total number of records to be processed:||For the entered criteria above, display the count of records that are selected for processing.||N|
|Delivery Method||Allows the user to specify that the credential be delivered back to Student Records through Manual Mail or through Automated Mail (with a cardboard insert). Automated Mail is set by default.||Y|
|Export to CSV||The user has an option to download a list of the records selected by the Step 1 Search.||N/A|
The following page actions are available:
User will also have the option to select ‘Back’ button to return to the Step 1 Search page where they can adjust the criteria or cancel out. Navigation occurs as per the Stepper Guidelines.
Where the user selects the Cancel option, the Step 2 Confirmation screen closes and the user exits the stepper as per the Stepper Guidelines.
By selecting Continue, the user is confirming that they wish to proceed with the Award and Order Credentials in Bulk processing. This action initiates the award and order processing for all records returned by the search criteria entered by the user in Award and Order Credentials In Bulk - Step 1 Search.
The following services will be called:
The results of this processing are be displayed on the Step 3 Summary page.
If the User selects any other menu option on the Main PASIprep Menu bar or uses the Browser Navigation from the Step 2 Confirmation to navigate away from the stepper, this is treated as an incomplete process and any search criteria that was entered by the user will be ignored and no records will be processed (i.e. awarded and ordered) as per PASIprep Multi-Step Form Template UI Guidelines.
The EXPORT TO CSV option is available to the user on the Step 2 – Confirmation page. This option allows the user to extract a list of all records returned by the search, referred to as “Pre-Processed” Records.
The resulting CSV filename is defaulted to “<Date and Time> - <Grid Name> - Bulk Credential Award and Order.csv”.
The pre-processed export to csv function produces an export of the Pre-Processed Records for the user, which includes the following Data Elements:
* Based on the Student Legal Name