Using Savedlists in a Colleague Screen

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Do you ever have a savedlist of students that you want to process or view through a Colleague screen?

For example, what if you had a savedlist of students and you wanted to check their zip code information, on NAE. In-stead of typing them one by one, you can activate the savedlist and process them that way. Here’s how:

Let’s say your savedlist is called “ALL.MISSING” and it has 10 records in it.

  • Open up the NAE screen as usual.
  • Now you’re prompted for “Person Lookup”. Type “@SELECT”
  • You’ve been taken to the PSC (Primary Selection Criteria) screen. Next to the prompt “Saved List Name”, enter “ALL.MISSING” (or whatever your savedlist is called) and update out of PSC.***
  • Next, you’ll get a confirmation message, in this case “10 records selected” Hit OK and update.
  • You’re back at the NAE screen with the prompt “Person Lookup”. Type “@@”
  • NAE will open the first student from your savedlist. When you are done with this student, update (or cancel) and then type “@@” to get the next student.
***Note: If you are in PSC and make a mistake entering your savedlist name, for example, you’ve typed “AXX.MISSING” instead of “ALL.MISSING” . You’ll get a prompt “No List exists with that name. Accept? (Y/N)”. Just type “N” and try again.

You can also use the ADVANCED PERSON SEARCH (magnifying glass) next to SEARCH button.

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