How do I mark my leavers as out of use?

You will need to take your leavers off Fund Manager before importing the new and updated pupil details.

To do this use :

Administration > Manage Names

Use the Filter field to specify the year which identifies your leavers.

Select ALL the names in the year, click the box next to the column header ‘Name’ to select all items on a page. Do this for each page of names.

Go to the Batch Actions section

Once a name is no longer required you can mark it Out of Use

Tick the Radio Button > Out of Use then the Update Name(s) button.

The ‘Out of Use’ names appear in grey italics.

Using MISapp

For any users of MISapp you can easily identify and mark out of use any School Leavers. To this:

Click Dashboard > Names (Or Administration > Manage Names)

Click the Updated Names Tab > Enter the Date from (leave the Date To which should be tomorrow)

Click Search > Click Deleted Button > Check all the names on all the pages to confirm they have left and then click the box against their name to select them > Click Mark name(s) as Out of Use