Users with access to Bulk Actions (Admin Menu>Bulk Actions) can build a list of students or import a list of students and then request a bulk action be applied for each student in the list. Lists can be built manually or imported from a list obtained from an external report. The system processes in the background and sends an email notification to the user who submitted it, when completed. 


Available bulk actions include:

- Select Students for a SAP Appeal

- Select Students for Verification

- Request Custom Forms/Upload Tasks


Jump to:

Add Via Simple Search

Add Via Advanced Filters

Add Via Import of an External List

Import Using CLConnect

Select Action


Build a List of Students


The first step to run the bulk process is to identify the list of students. 

Navigate to Admin>Bulk Action.



  • Click the New Action button to start a new batch. 


  • Enter a unique name for the list and click the Continue button.


There are several ways to add students to the working list that the process is run against. These can be used separately or in combination until the desired list is built. The counter at the top of the page increments as students are added to the list. Below are details on how to create your bulk action request by the following methods:


  • Add Via Simple Search
  • Add Via Advanced Filtering
  • Add Via Import File
  • Add Via CLConnect



Add Via Simple Search

  • Use the simple search to add students by searching by name, student id or SSN. Matching records are displayed. Click on the + icon next to the result to add the student to the list.
  • Repeat until the list is built with the desired students.
  • Select the next button



Add Via Advanced Filters

  • Click on the Show Advanced Filtering to expose filters.
  • The advanced filtering allows the user to find groups of students that meet specific criteria.
    • Account Status
    • Verification and/or actionable c codes
    • Transaction Category
    • Dependency Status
  • Multiple criteria may be entered in the specify fields for v group, other actionable codes, transactions that do not exist, and dependency status
  • After entering the filter criteria, select search 
  • Reset link resets all criteria entered


  • Click the + sign next to each resulting student to add them to the list or click on Select All to add all results. 
    • Remove All -removes all student who have previously been added to the list
  • Once students have been added, select next to continue
  • Click Hide Advanced Filtering to return to simple search.


Add Via Import of an External List


This option allows for a list from your SIS or other systems to be imported to generate a working list. You may either import a list from the main bulk action summary screen or from within the new action screen.

Import File Requirements:
  • The file needs to be a csv file
  • The first field in the field must be either the SSN or the Student ID.
    • SSN must be in the format ######### without hyphens
    • You will get a greater match on SSN due to Student ID is only entered when student creates an account
  • No header row in import file
  • If creating file in excel and saving as a csv file, ensure that leading zeros are not removed from SSN or Student ID by formatting cells
  • Select the Import File button


  • Depending on your file select whether the identifier is a Social Security Number or a Student ID.
  • ClickImport button.
  • Browse to the CSV file on your computer, select the file and click Open. 
  • The identifiers will be matched against existing records in the system. And the results will be displayed:




  • To get the list of identifiers not found click the Export Students not Found button.
  • Matched students are added to your working list. 

Import Using CLConnect



A school with CLConnect integrations may create a Bulk Action by importing a file through CLConnect. Please see Bulk Action Import Overview for more information on this process.


View and Manage Working List


As records are added to the working list the counter at the top of the page will increment. 




  • To see the details of records on the list or to remove students from the click the View List button.


  • Click the -- (minus) icon to remove students from the list. 
  • Click Close to return to building and processing the list. 
  • Click the Next Button to continue.


Select Action


Option 1: Select for Verification


  • Select Verification as the Action Type.
  • Select the appropriate Award Year (Note if the student does not have an ISIR for the selected year the transaction will not be created.)
  • Select the verification group (Note 
  • Enter a reason why the student was selected. 
  • Click the Submit for Processing button to initiate the process


Option 2: SAP Appeal





  • Select SAP Appeal as the Action Type.
  • Select the appropriate Award Year
  • Enter a tracking group to further identify the students being processed (e.g. term, program, cohort)
  • Enter a message to be included on the task that students will see. 
  • Click the Submit for Processing button to initiate the process.

Option 3: Request Additional Information (Add a document request to Verification or Request a Custom Form)



  • Select Request Information from the Action Type drop down.
  • Select the appropriate Award Year
  • Enter a Reason - This will be displayed to the student to explain the request.
  • Select either Verification or Other Documents as the transaction type. 
  • Select the document to be requested. The available documents will be filtered by award year and transaction type. 
  • Click the Submit for Processing button to initiate the process.

The process will run in the background and send the submitter an email when finished. For large list the process can take several minutes.

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