When you import migrated children, you must assign the children to organizations in the new hierarchy.
You must have top-level administration rights within BDI-2 Data Manager to roster migrated children.
| 1. | To roster migrated children, choose Import/Export > Scheduled Queue. |
| 2. | Click |
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| 3. | Select an Import Beginning Date and Import Ending Date. |
| 4. | Click the check box next to Update Demographics, Update Program Notes, Update Assessments, or Update User Defined Values to make any changes to previously imported data. To import new data only, make no selection. |
| 5. | Click |
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| 6. | Click the check box next to an organization under Select the “Source” Location and click the check box next to an organization under Select the “Destination” Location. This will assign all of the child records from the previous hierarchy to the new hierarchy. Continue this process until all Source organizations have been assigned to Destination organizations. |
| 7. | Click |
. You will receive an e-mail notification when the roster is complete.
See also:
Importing Data from Other BDI-2 Data Manager Web Accounts
Monitoring and Downloading Scheduled Imports, Exports, and Reports