Applications
How to configure and use the inbuilt Core+ applications
By Neha and 1 other2 authors29 articles
Report Manager and Running Reports
Everything you need to know about Report Manager
- Add access to the Report Manager applicationThis article explains how to gain access to the Report Manager application.
- Opening ReportsThis article contains information on how to open reports and how to find the queue.
- Report ScheduleThis article explains how reports can be added to a schedule to be run at certain times.
Erase Delete
Everything you need to know about Erase Delete
- Delete pre-set deletion criteria in Erase DeleteHow to delete previously created pre-set deletion criteria in the Erase Delete app.
- About the Erase Delete toolFind out what the Erase Delete tool does and which processes are available to administrators.
- Records to process in Erase DeleteChoose a process and load Young Person records for deletion, restoration, or erasure using the Erase Delete tool.
- Selection criteria in the Erase Delete toolChoose the top-level and module records to process, and save or load selection criteria in the Erase Delete tool.
- Run a process in the Erase Delete toolRun your selected process against the records loaded in the Erase Delete tool, including deletion, erasure, and data retention processing.
- Erase Delete logsOpen and review the logs for every process run in the Erase Delete tool, including the date, reason, and audit trail.
- Import a custom YPL file for the Erase/Delete ToolThis article explains how you can create a .ypl format to add young people to the Erase/Delete tool.
- Erase delete tool not workingThis article explains what to do when the Erase delete tool is not working correctly.
Data Management
Everything you need to know about Data Management
- Add access to Data Management ToolThis article will explain how you can add access to the Data Management Tool.
- About the Data Management toolFind out what the Data Management tool does and what you need before importing Young Person records.
- Data Management: file importUpload your import file and check its data at the start of the import wizard.
- Data Management: Young Person import managementStart a new import, resume an incomplete one, and view your import history and files in the Data Management tool.
- Data Management: import summaryStart your import once matching and mapping are complete in the Data Management tool.
- Data Management: field mappingMap the fields in your import file to Core+ database fields, then validate them before continuing the import.
- Match import records to young person profilesSteps to choose how the import matches records to existing young people in Core+.
- Preview and resolve matches in Data ManagementSteps to review match results, resolve multiple matches, and choose your import mode.
Query Tool
Everything you need to know about Query Tool
DB View
Everything you need to know about DB View
- DBView tool overviewWhat DBView is, what you can do with it, and how to give a role access to it.
- Export DBView data to XLSX or CSVHow to export all or selected DBView results from a table or query to a file, and where to find it afterwards.
- Open DBView and view the database tablesHow to open DBView and move between the database tables and their links.
- How to run SQL queries within DBViewHow to run SELECT queries against the database and work with your results and query history.
- View a table's structure in DBViewHow to view a table's columns, constraints, indexes, and referencing constraints, and how to order the data.
- View and filter table data in DBViewHow to view the records in a table, filter them, and save results to a bookmark.
Destination Uplift
Everything you need to know about Destination Uplift
- Checks to complete before running the school destination upliftWhat to check before running the destination uplift, so the correct destination records are created.
- Destination School Uplift overviewWhat the Destination School Uplift does and how to find it in the Data Management tool.
- Run the destination upliftSteps to run the destination uplift from the Data Management tool.