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Posted September 15, 2021

Alumni Wizard

The Alumni Wizard is a multi-action feature that creates alum households for students. To access the Alumni Wizard you need the Development Full role. The Alumni Wizard is used by accessing any student listing page, selecting students, and then selecting “Alumni Wizard” from the multi-action drop-down.

Alumni Wizard includes several sections:

Alumni Wizard - Creating Student Household
Alumni Wizard - Assigning Student Household Attributes
Alumni Wizard - Assigning Parent Household Attributes

Note: The wizard automatically adds the Alumni role to the student user accounts and also associates these user accounts with the newly created households.