---
title: More Actions
slug: more-actions
docTags: 
createdAt: 2025-04-29T15:08:55.636Z
---

## Add / Update Session

Use this option to assign one or more Students to an [Academic Session](docId:_JIc0ikAqyUlvPtWgHF5c) in bulk. After selecting Students and clicking **Add / Update Session**, a modal will appear with the following fields:

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/dQHn37t8J8B1rtKVQpJ5Y_screen-shot-2025-04-29-at-112736-am.png)

- **Academic Session**: Select the session you want to assign.
- **Registration Date**: Required field that records when the Student was registered in the session.
- **Make Current Session**: Check this box to set the selected session as the Student’s current session.
- **Charge Fees**: Choose to apply any configured fees.
- **Registration Notes**: Optional internal notes related to the registration.

Click **Add Session** to complete the update.

This process updates each selected Student’s profile with the new session and makes managing registration faster and more consistent.

## Add Stati

This action lets you add a new **Student Status** (or "stati") to multiple Students at once. You can customize your available statuses in [Institution Config / Students / Status](docId\:kssLf_d6_0rjJZOL4fxxV), where you can manage Student Status options to suit your school’s needs.

After selecting Students and choosing **Add Stati** from the More Actions menu, a modal will appear where you can:

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/v_RlB6ONmGcJbC8BUz8pj_screen-shot-2025-04-29-at-113621-am.png)

- **Select the Status** from the dropdown menu.
- **Add a Note** (optional) to provide context for the status update.

Click **Add Stati** to apply the update to all selected Students.

## Add To Group

This action lets you quickly add one or more Students to a [Group](docId\:LIRBic71ABGfbP_UHORHZ). After selecting Students and clicking **Add to Group**, you’ll see a modal where you can:

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/BDI4II5w9oJL21Eoo4QUb_screen-shot-2025-04-29-at-115036-am.png)

- **Create a New Group** by selecting that option from the **Group** dropdown and entering a **Group Name**.
- **Choose an Existing Group** from the dropdown to add Students to an already configured group.
- Optionally **Send Invite** if there are scheduled events associated with the group.

Click **Add** to confirm.

Groups can be useful for organizing Students by cohort, project, or any other shared attribute—making it easier to communicate or manage bulk actions later.

## Add / Update Tags

Use this option to quickly assign or update Student Tags in bulk. Tags are useful for categorizing Students—for example, by support needs, program stage, or other internal classifications. You can create and manage available tags in [Institution Config / Students / Tags](docId\:RKBOIcokObmpS4vCtlLHX).

From the modal, choose a tag from the **Student Tag** dropdown. You can apply one tag at a time to all selected Students.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/iQ3xGtU8lcJw-fCIRVI4P_screen-shot-2025-04-29-at-115220-am.png)

Once selected, click **Add / Update Tags** to apply the change.

## Assign Fee Class

Use this option to assign a **Fee Class** to multiple Students at once. Select the appropriate **Fee Class** from the dropdown. These are predefined in your system and determine which tuition and fee structures apply to each Student. You can configure Fee Classes under [Institution Config / Students / Fee Classes](docId\:aPOsLKeDPymK-BQATE8Y1).

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/nUNeIWATvvIAPLx9BYXqq_screen-shot-2025-04-29-at-115607-am.png)

Click **Assign** to apply the selected Fee Class to all chosen Students.

## Enroll in Courses

Use this option to enroll selected Students into one or more courses quickly.

After clicking **Enroll in Courses** from the **More Actions** menu, a form will appear where you can:

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/vXWqc6lJE-XZDdarbO5lk_screen-shot-2025-04-29-at-121410-pm.png)

- Select an **Enroll Date**
- Choose **Advanced Standing** or mark as a **Repeat Course** if applicable
- Set an **Auto Complete** method (None, By Manual Date, By Course Weeks, or By All Grades Entered — with optional requirements for grades, attendance, or engagement)
- Filter by **Session**, **Location**, **Program**, and more
- Choose if **Fees** should be charged
- Add optional **Notes**

As you apply filters, a list of available courses will appear below. Just check the boxes next to the courses you want and click **Enroll Students** to complete the process.

## Enroll in Program

Use this to enroll selected Students into a Program all at once.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/7Zz0jRR0Kb_Bf11qfQSkg_screen-shot-2025-04-29-at-123351-pm.png)

- Choose the **Program** and **Starting Academic Session**.
- Enter the **Enroll Date** and **Start Date** (required).
- **Expected End Date** will autofill automatically if your Program is configured with a set duration.
- Optional fields include **Sub Status** and whether to **Charge Program Fees**.
- **Primary Program** is checked by default for main program enrollments.

Click **Enroll** to complete.

## Generate Attendance Reports

Generate individual attendance reports for selected Students within a chosen date range.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/d2R2jrjP8mQIkP1QSY-fB_screen-shot-2025-04-29-at-11816-pm.png)

- Leave the **Start** or **End** date blank to include all attendance before or after a certain point.
- Choose an **Output Type** (PDF, CSV or XML).
- Reports are created per Student and zipped into one file for easy download.

Click **Generate Reports** to proceed.

## Generate Contracts

Generate [Contracts](docId\:ZZLNSc4vYXrTUUaGtRumc) for selected Students using a preconfigured contract template.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/y2zl-mKyEu7Wmsnil9myu_screen-shot-2025-04-29-at-12412-pm.png)

- **Staff Input**: Only contracts that don't require staff-entered data can be generated in bulk.
- **Third Party Signers**: Use custom fields to map third party names/emails.
- **Digital Signature**: If enabled, Students will automatically receive an email to digitally sign the contract.
- You can filter by **Program**, **Course**, and **Location**, then choose a **Contract**, **Date**, **Staff Signer**, and add a **Subject** and **Notes** before generating.

Click **Generate Contracts** to send or download.

## Generate and Printing / Emailing IDs

ID cards are designed and configured in [Institution Config / General / ID Cards](docId\:voQS21JUNJDk07Nz0WCvP). You can then generate and distribute them from the **Students / More Actions** menu. The steps below outline how to create, print, or email ID cards for one or multiple Students.

### Generate IDs for Printing

To begin, go to the **Students **section and select one or more Students. From the **More Actions** menu, choose **Generate IDs for Printing**.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/hrxlvTeAKQ2bW5JnFO6Lx_screen-shot-2025-03-30-at-115826-am.png)

A confirmation message will appear, letting you know that the ID cards for the selected Students have been added to the printing queue.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/31x9LZPohb3UVOJXyPfFX_screen-shot-2025-03-30-at-115957-am.png)

### Print / Email Generated ID Cards

Once the cards have been generated, return to the **More Actions** menu and select **Print / Email Generated ID Cards**.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/wl07-olrOwmsbOArzVO56_screen-shot-2025-03-30-at-120724-pm.png)

A list of generated cards will appear, and you can select which ones you’d like to print or email from there.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/bjim8tlbtD39ljcVJseW-_screen-shot-2025-03-30-at-121051-pm.png)

- **Print Selected** – Generates a PDF using the layout and sizing options configured under your ID Cards settings.
- **Email Selected** – Sends a digital copy of each selected Student’s ID card using ampEducator’s automated email feature.

## Generate Reports

Use this option to generate [Custom Reports](docId\:rI63PEnLGp0WLVvBPfQ8J) for the selected Students — but only if your institution has had custom Student reports created in ampEducator.

- If custom reports are available, select a template from the list.
- You can generate reports for all selected Students at once.
- Output types include **PDF**, **CSV**, or **XML**.
- Reports can be saved as a **combined ZIP file**, as **individual Student files**, or **both**.

*Note: If no custom Student reports are configured, this option will not generate any output.*

## Generate Transcripts

Quickly create transcripts for selected Students using a configured template.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/4RhgBEktAohtc-Sl8IHnS_screen-shot-2025-04-29-at-14951-pm.png)

- **Print Program**: Show None, Primary Only, or All Programs on the transcript.
- **Skip Empty Sessions**: Exclude sessions with no courses.
- **Transcript Template**: Choose your template.
- **Issue Date**: Select the transcript date.
- **Output Type**: Choose to download as a PDF, ZIP file, or save to Student Documents.

Click **Generate Transcripts** to complete.

## Generate Tuition Statements

This option allows you to generate official tuition statements (such as T2202 forms) for selected Students.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/AwOIBTmeoKLER4Teh1TI4_screen-shot-2025-04-29-at-20902-pm.png)

- **Student Sessions**: Only statements for Students in the selected sessions will be generated.
- **Job Name / ID**: Enter a unique name for this run.
- **Account Number**: Displays on the statement.
- **Statement Slip Type**: Choose Original, Amendment, or Duplicate.
- **Institution Type**: Sets formatting and reporting requirements.
- **Full Time Credits**: Required threshold for full-time status.
- **Eligible Programs / Courses / Revenue**: Select which are included in the calculation.
- **Auto Apply Payments**: Automatically applies eligible payments to the statement.
- **Zero Eligible Tuition**: Option to generate statements even if the Student has no eligible tuition.

Click **Start** to run the statement job. Once complete, you can view and manage the generated job under **Home / Accounts / Tuition**.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/cvVboXBA5OHmkKvIiTqG2_screen-shot-2025-04-29-at-21003-pm.png)

For more information about managing, viewing, or sending tuition statements, see the [Tuition Overview](docId\:hjpbviCZgK-EN2Y0TUJIK).

## Invoice

Use this option to generate invoices for selected Students. The form layout will change depending on the **Invoice Type** selected:

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/2q2Pu_xst3eX45l-CkyV9_screen-shot-2025-04-29-at-21827-pm.png)

- **Auto by Item**: Invoice Students based on specific items tied to their fee class.
- **Auto by Session**: Invoice Students for all items in a selected session.
- **Manual**: Create a custom invoice for all selected Students. Add items manually.

For each invoice, you’ll also choose the **Invoice Date**, **Due Date**, and whether to email the invoice to the Student. You can also choose to bill an organization and apply session fees, depending on your configuration.

## Merge Selected

If your institution accidentally creates duplicate Student records, you can use the **Merge Students** option to clean up the data. Be sure to double-check your selection before proceeding.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/arKV87GMhiPPx7hpy4ZTo_screen-shot-2025-04-29-at-23810-pm.png)

- Select the record you want to keep as the **primary Student**.
- All available data (such as documents, course history, and forms) from the other selected records will be transferred to the primary Student.
- Programs and courses where the primary Student is already enrolled will not be duplicated.
- Once merged, the non-primary Student records will be **permanently deleted**.

## Opt In / Out Mailing

In ampEducator, Students must be opted in to receive email communications such as notifications, reminders, and other automated messages. If a Student is not opted in, ampEducator will **not** send them any emails.

You can opt Students in or out in bulk using this tool. Be sure to include details explaining when and how consent was given (e.g., over the phone, through a contract, etc.).

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/vrJ5K2tD5grZfbgakxIKt_screen-shot-2025-04-29-at-24409-pm.png)

## Recalculate Totals

This option recalculates **academic**, **attendance**, and **financial** totals for the **selected Students only**.

Use it when you've updated settings such as:

- Grading scales or how GPA is calculated
- Attendance thresholds or rules
- Financial configurations

Normally, ampEducator updates totals automatically when related actions are performed. However, this option lets you apply recent configuration changes immediately—without waiting for an event (like a grade entry or payment) to trigger it.

When you click **Recalculate Totals**, a background job runs to update the selected Students based on your latest setup.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/Fn3cTf2eHTtkN82E-50HD_screen-shot-2025-04-29-at-25915-pm.png)

## Send / Reset Account Details

This option emails login credentials to the **email address listed in each Student's profile**. It's useful when:

- A Student needs their credentials for the first time
- A reset is requested

Once selected, ampEducator starts a background job to send the account details. You'll see a confirmation message, and you can monitor the progress under **User Jobs**.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/TyiqpgeGt_n5K1WRv_ogi_screen-shot-2025-04-29-at-30313-pm.png)