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This information is a part of Manage Students.

How to Create and Edit Student Records

There are two methods of creating and editing students.

Option - Import a File

You can import a student file to add new students or to update or replace existing students. This process is commonly done for additions or changes that involve multiple students as described in Import and Export Data.

Option - Enter Details Directly

You can enter student details for a new student or edit the details of an existing student directly within the system.

  1. From Setup > Students, if you want to edit the details on one or more existing student(s), search to find the student(s) you want to edit or click the down arrow next to the Search button and click show all results. Select the student(s) you want to edit. If you want to create a student, this step is unnecessary.

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  2. Open the task list and select Create / Edit Students and click Start.

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    The Generate Sample Students option is only available in the training environment.

  3. If you are editing, select a student from the list at the left of the page. Enter or make changes to the student information and click Save. If you are creating, select Create Students. Enter the student information and click Create.

    • To see more detailed information about the student test, click Show Student Details.
    • To see when changes were made to a student account and who made them, click Show Audit Trail.

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For more information, use these links:

  • You can create a record for a student who was previously enrolled for testing in a different organization and has moved to your organization. The student record will continue to show both old and new organizations, unless an authorized user removes the student from the old organization.
  • When you create a student via the user interface and a match is found, a prompt will be displayed. You can then choose to accept the match or create a new student.

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Related Information

To view student information, follow these steps:

  1. From Setup > Students, search to find the student record(s) you want to view or click the down arrow next to the Search button to reveal and select the Show All Results check box. 
  2. Click the information icon in the Student Code column. If this column is not visible, click Manage Columns, select the check box for Student Code, and click Apply.

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These are the main tasks necessary to assign a student to a test: