Organization Data: Schools Follow

Topics Covered
Managing Schools

Target Users
Service Providers
Organization Administrators

Required Permissions
Service Provider Permissions

Introduction

This article provides detailed instructions for navigating and managing Schools in the ATLAS Workflows.

Organization Data encompasses four key components:

• Positions
• Sponsors
• Schools
• Work Locations

Each of these elements can be accessed via the left navigation menu. However, visibility and access are permission-dependent. Users without the necessary permissions will not see the relevant options.

Manage Schools

The Schools section is designed to manage school data efficiently. 

Service Providers can:

• Add, edit, or remove schools recommended for dependents eligible to attend local schools.
• Ensure that school recommendations reflect current availability and Post preferences.

Note: Permissions are required to modify school data. Only authorized users can perform these tasks.

Columns Overview:

• School Name: Name of the institution.
• City: The city or region where the school is located.
• Grades: The range of grades covered by the school (ex. Grades 1-12).
• Level: The level supported (ex. Post, Mission, or System).

Features and Actions

• Add a New School:

  • Click the + New button to open a form for adding new school details. Include information such as:
    • School details.
    • Contact information.
    • School address.

• Import Multiple Schools:

  • Use the Import button to upload a list of schools in bulk. Ensure the file matches the system's format (e.g., CSV or Excel).

• Edit Existing Schools:

  • To modify school details, click the pencil icon beside the desired school. Make updates to the name, address, or other attributes.

• Manage Associated Groups:

  • The group icon allows you to view individuals linked to the school.

• Delete a School:

  • Click the trash icon to remove a school. Confirm the action to ensure data integrity.

Overview of the Interface

Toolbar:

• Export Data:

  • Export sponsor details in various formats for offline use:
    • Excel: Suitable for detailed spreadsheet analysis.
    • CSV: Ideal for database imports or lightweight data transfer.
    • Clipboard: Copies the data for immediate use in other applications.

• Search and Pagination:

  • Utilize the search bar to quickly find information.
  • Use the pagination controls to navigate if the list exceeds the page limit. 
    • If the list exceeds 25 entries, navigate between pages using the controls at the bottom.

Related Articles:

Managing Positions
Managing Sponsors
Managing Work Locations

For additional help, please contact ISC at Post or ADG Support by selecting the ‘Submit a request’ button at the top of the page or by emailing adg-support@state.gov.
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