Many pages in Aeries allow users to add, edit, and delete records. A record is a group of related items of information which are handled as a unit, such as a discipline incident or parent contact information.


  • Some pages allow users to manage single records (one-to-one relationships), such as the Demographics page.

  • Some pages allow users to manage multiple records (one-to-many relationships), where one student may have multiple records such as the Contacts or Medical Log pages. Information on multi-record pages is typically displayed in a grid or card view.


Steps



  Add a record


An Add button is available on pages where new records can be added. The button name may vary. For example, the button may be Add on some pages, or Add Record on others, but the buttons function similarly. 


If no records currently exist for the page and criteria you selected, the message "No records found" or a similar message may be displayed in the center of the page or section.


  1. Click Add to add a record.



    Fields are provided allowing you to create the record by adding necessary information. The fields may be displayed in one of several ways:
    • A new window opens
    • A blank row is added to the grid

  2. Enter the necessary information.

    There are a variety of ways data may be entered, including text and selection boxes, check boxes, and radio buttons, as well as date and time fields:
    • Date fields
      • Type the date in MM/DD/YYYY format.
         
      • Or, click the Date icon and select the date from the calendar. The date selector opens.

      • Click a date on the calendar to select it.

        The calendar closes and the date field is populated.


      • To change the month or year, click the Month YYYY heading, then scroll through the years and months to locate the date.



      • To close the calendar without changing the date, click anywhere outside the calendar.

    • Time fields 
      • Type the time. For example, type 835a for 8:35 AM. Then, click outside the field and the time is formatted as 08:35 AM.

      • Or, click the Time icon to select the date from 30-minute intervals.

      • To close the time selector without changing the time, click anywhere outside the field.


  3. Click Save.

    The window closes and the record is added.

  4. Or, click Cancel to close the window without saving changes.


back to top


  Update a record


An Edit or Change or Update button or icon is available on pages where records can be modified. The button name or icon may vary but they function similarly. 


Typically, a Change or Update button is available on single-record pages, and an Edit icon is available on multi-record pages.



Single-record pages

  1. Click the Change or Update button for the record you wish to update.


    Existing field data is enabled allowing you to change the record or add necessary information. 

  2. Update the information as needed.



  3. Click Save.

  4. Or, click Cancel to close without saving changes.


Multi-record pages


On multi-record pages the information may be displayed in a card view or a grid view. Pages that may have many records are typically displayed in a grid view.



NOTE: A Sort feature is available on some multi-record pages. If many records exist in a grid, use the Sort feature to more easily find the record you wish to update.

  1. Click the Edit icon for the record you wish to update.
    Grid view:

    Card view:


    Existing field data is enabled allowing you to change the record or add necessary information. The fields may be displayed in one of several ways:
    • A window opens
    • A row is enabled in the grid

  2. Update the information as needed.



  3. Click the Save icon or button.

  4. Or, click the Cancel icon or button to close without saving changes.



back to top


  Delete a record


For records that can be deleted, a Delete icon or button is available. In most cases data can be deleted in Edit mode.


  1. If the Delete button or icon is not displayed, click the Edit icon for the record you wish to delete. The record may be displayed in one of the following ways:

    • A window opens
       
    • A row is enabled in the grid
       

  2. Click the Delete button or icon for the record you wish to delete.

  3. You are prompted to confirm that you wish to delete the record. Click OK. 

    The record is deleted.

  4. Or, click Cancel to close without deleting the record.



back to top


  Copy-paste a record


Some Aeries pages allow users to copy and paste a record, which may save time if you are creating multiple similar records. 

A record can be copied to the same student or to another student. For example, if a counselor talks to a group of students, the record can be created for one student then copied to the others.


A Copy button and check boxes are displayed on pages where records can be copied and pasted.


  1. Select the record you wish to copy. You can select multiple records.


  2. Click Copy.

    A message notifies you that the selected records were saved. Click OK.
  3. Navigate to another student and click Paste.
  4. Or, if pasting a record to the same student, refresh the page, and the Paste button is displayed.

  5. Click Paste to paste the records for the current student.


    A message notifies you that the records are pasted. Click OK.
  6. Click the Edit icon for the new record, and modify the information as needed.



back to top