Using actions to Save Group

Using actions to Save Group

Access: Payable Administrators      


Select Payable Status from the main School admin home page on the shop site.

If you need help finding the relevant payable data on this page, please refer to: Payable Status - Filters and tools to refine your view.

About Save Group

  1. Payable Administrators can create and save a group on the Payable status page.
  2. This will create a new Kindo group.
  3. You can then go to the Groups Editor page to add and remove members, or Hide the group 
Idea
EXAMPLES OF USE:
Term 1 Drama is finished, and you need to charge the Term 1 drama group for Term 2 Drama - most of the students are the same.

Select Action: Save Group

Select which options you would like to view on your screen - in this situation you would choose No payments, Part payment and Paid. The page defaults to No payments and Part payments. 

All payables for your selected criteria will appear on the screen to view.

To select all, select the top box and all payables will be selected:



Or, select the individual/s you want to include in the new group, by clicking on the tick box next to them.

Click on the Select action drop-down box and select Save Group:


If you wish, click on and 1 more to see other records selected. (This will only appear sometimes, depending on how many records you have selected.)


Enter the new Group name.
Idea
We recommend including the year in the name of the group for clarity - e.g. 2027 Term 2 Drama
If you attempt to use a Group Name that already exists, you will be shown an error message. The group name must be unique.

Click Confirm.
A notification box will appear in the top right corner of the screen confirming the group has been created, and the number of members.

The group will now appear on your Groups editor page, and you can add and remove students as needed. 

For more information regarding Groups, please visit Group Editor. 

For more information regarding actions, please visit our Knowledge Base: Payable Status.