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Prepare for a smooth start to the new school year with KeepnTrack by fol= lowing these steps.
Clear out old, unused people records so they don't clog your lists and s= low things down. Once you navigate to Tools > Utilities > Rem= ove Person Records, there are three common ways to clear out old r= ecords:
Remove all of your visitors by checking the Exact Classifica= tion Selection box. Then make sure that all of the classi= fication types are unchecked. This will just remove people who are only vis= itors.
Remove people with an inactive status by selecting Inactive<= /strong> in the Status drop-down menu.
Remove people who have expired by filling out the Expiration= Date selection. The utility will remove everyone who expired duri= ng the date range you enter. Also, check the Exact Classification S= election box and the relevant classification(s) so that you don't = accidentally remove people with multiple classifications.
Once you have chosen the option(s) that works best for you and made the = necessary selections shown above, click Run Utility.
If you get exports from your student information system (SIS), you=E2=80= =99ll want to import those records into KeepnTrack. Refresh your memory on = how to do that by reading over our Import article.
Get those volunteers ready for the new year! Unless you automatically ap= prove or reject volunteer applications, you=E2=80=99ll need to manually scr= een your applicants. Read about the Volunteer Applica= tion Management window to learn how to do this.
Things change and people move around between school years. That's why it= 's important to make sure all contact information for alerts is correct. Go= to Tools > Preferences > Alerts and double check th= at the phone numbers and emails listed are current for people who need to b= e notified. If you alert campus security, you might want to remind them abo= ut KeepnTrack so they remember where these alerts are coming from!
Test your printers and scanners to make sure they're working correctly. = This will prevent problems when people are trying to sign in and get their = badges!
For each separate kiosk machine, review your Works= tation settings to ensure sign-in processes run as expected. Somet= imes your workstation settings will also be cleared if browser data is clea= red, so it's important to check.