Batch Edit Help
Aug 20, 2026
What do you need to do?
Batch Edit changes the same field or assignment across a group of student records. Before applying the change, make sure the intended students are a stable, verified Found Set.
Batch Edit changes the same field or assignment across a group of student records. Before applying the change, make sure the intended students are a stable, verified Found Set.
| Replace one field/value for a groupUse the Batch Replace Show Me workflow. | Add a provider without replacing an existing providerUse the provider-add Show Me workflow. | Build or stabilize the student group firstUse Marked Records when you need a hand-picked group or when changing the same field you used to find the students. |
Batch Edit has no Undo.
Verify the student count, field, replacement/addition choice, and new value before confirming. Batch Edit is available to users with Administrator access. If this is your first time using it or the result is unclear, contact SIRAS Systems support before applying the change.
Verify the student count, field, replacement/addition choice, and new value before confirming. Batch Edit is available to users with Administrator access. If this is your first time using it or the result is unclear, contact SIRAS Systems support before applying the change.
On This Page
1. Start With a Stable Student Group
Use Search Help to find the students you intend to change. The resulting student population is the Found Set.
If the Found Set was created from the same field you are about to change, convert the students to Marked Records first.
Do not run a batch edit while the Found Set depends on the value that will be changed. Mark the intended students, use Find only marked students, then verify the count again. See Finding Students by Marked Records.
Do not run a batch edit while the Found Set depends on the value that will be changed. Mark the intended students, use Find only marked students, then verify the count again. See Finding Students by Marked Records.
Make a note of the Found Set count shown near Choose Student. For more about what the Found Set represents, see Found Set.
2. Use Batch Edit
- Go to Tools → Batch Edit.
- Choose the field next to Replace which field?
- Choose the new value or applicable assignment.
- Recheck the Found Set count and the change you are about to make.
- Select the applicable Batch Replace/Add action.
- Review the confirmation dialog and confirm only when the student count and change are correct.
Batch Edit applies the selected change to the current verified Found Set.
Provider assignments can behave differently from a simple field replacement.
If you need to add another provider without replacing the provider already assigned in the same role, use Show Me: Batch Add a Provider Without Replacing the Existing Provider.
If you need to add another provider without replacing the provider already assigned in the same role, use Show Me: Batch Add a Provider Without Replacing the Existing Provider.
3. Verify the Result
After the update succeeds:
- confirm the success message/count;
- open representative student records;
- verify the intended field or assignment changed;
- verify unrelated data and any existing provider assignment that should remain were not replaced.
Do not stop at the success message.
The observable outcome is the student record itself. Confirm the updated records before moving on.
The observable outcome is the student record itself. Confirm the updated records before moving on.
4. Related Batch Edit Workflows
- Finding Students by Marked Records — create a stable hand-picked student group.
- Show Me: Batch Replace a Field for Marked Students — replace one value across a verified group.
- Show Me: Batch Add a Provider Without Replacing the Existing Provider — add another provider in the same role.
- Search Help — build the original Found Set.
- Found Set — understand which student records an action will use.
