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Etrieve Quick Reference Guide
Download the following pdf for a quick reference guide on common Etrieve features such as annotations, image cleaning, scanning, attaching pages, and advanced searches. Etrieve Content Quick Reference Guide.pdf...
0 min reading timeChanging Document Types
If you encounter a document that is filed as the incorrect document type, please correct it. Follow the steps below: Have the Document open in Etrieve that you wish to change types. Click the drop down arrow in the Document Type field. Start typing the name of the document type you wish to change to, or scroll through the list to find it. Select t...
0 min reading timeEllucian Training: Colleague Introduction
Here is a youtube playlist going over general navigation of the application. The video should cover this, but you can look through the navigate button at the top of the Colleague application to view the different types of screens you have access to. You can access Colleague by logging into the Bruin Portal, selecting Employee, and then Colleague UI....
0 min reading timeStudents missing on Change of Grade Etrieve Form
The Change of Grade form in Etrieve is dynamic, and pulls from Colleague data. Once you have taught a class you will have access to the form forevermore - however, you must be designated on X215 for the sections you wish to change grades for. This data sync happens overnight, so you will need to be added to X215 at least a day prior to the date you ...
0 min reading timeMoving Etrieve Documents
Follow the steps below: Have the Document open in Etrieve that you wish to move to another student record. Click into the Student Info field on the right hand side in the Key Fields section. Blank out this value, then start typing the k-ID (without the k). Select the student from the drop down list. The document will move as soon as you select the...
0 min reading timeGenerate a student contact list
Note: The mnemonics mentioned in this article, XI10 and XI14 are required to perform this process. If you do not have access to either of these screens, please have your suervisor submit an IRT Work Order requesting access. Use XI10 to generate a savedlist 1) Enter XI10 in the form search to bring up process XI10 - Student or Course.Sections List 2)...
1 min reading timeDuplicate Students in Etrieve
Occasionally, someone will scan a document without using the screen scraping feature in autofile, and enter the student ID number with a k when scanning a document. This creates two students in the system, as the screen scraping is configured to only capture the ID number without the k (see below). At this time, the only staff who have access to del...
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