Validate records

Rules can be enforced in two ways:

  • When records are saved, users receive error messages.
  • Use the Validate Records option.
    Note: Disabled rules are not validated on save, but can still be checked using the Validate Records option.

To validate records using the 'Validate Records' option:

  1. Log on to the District  or School view.
  2. Go to the list page, such as the Student list, of the records you want to validate.
  3. Select the records you want to validate by doing one of the following:
    • Select their checkboxes and then from the Options menu, select Show Selected.
    • Use a query.
    • Use a snapshot. for (by selection, grade level, or snapshot).
    • Use a filter.
  1. Select Options> Validate Records. The Data Validation Rule Pick List appears.
  1. Click the Create snapshots checkbox to create static list(s) of records that fail the selected validation.
  2. Select the checkboxes for the validation rules to use on the set of selected records.
  3. Click OK. The list page displays the records that fail all validation rules that were run.
  4. If you ran more than one validation rule and want to view only the records that fail one rule, select Options> Snapshots. Select the snapshot for one rule.