SmartFind Express - Operators

Tools

This feature enables you to make bulk changes in the system.

Substitutes - Make Unavailable

This feature allows you to expire or delete selected substitute profiles by a specified date. This action, typically performed at the end of each school year, prevents substitutes from accepting any future jobs until each individual profile has been updated. When all substitutes are made unavailable at the end of the school year, each substitute must submit confirmation that they want to work during the upcoming year.

You cannot reverse this action. If you need to reverse it, contact Client Services.

  1. From System Operations, choose Tools.

  2. Select Substitutes - Make Unavailable.

  3. Select the Date Code. You may also select the Location Group and Classification Group if desired.

  4. Enter the expiration date.

  5. Click Export to Excel to create a spreadsheet for the profiles.

  6. Select the profiles to expire:

    • Click Select All for profiles on the page, then click Run Selected to expire the profiles or Delete Selected to remove the profiles.

    • To update all profiles, click Run For All to expire the profiles or Delete For All to remove the profiles.

Substitutes - Set Work Units

Use this tool to reset the maximum work units and calculation start date for all substitutes. This process is typically run each year before the start of the school year.

You can only use this tool if the Restrict substitutes to maximum work units parameter is enabled on the Parameters - Substitute page.

  1. From System Operations, choose Tools.

  2. Select Substitutes - Set Work Units.

  3. Enter the maximum works units and start date for the new calculation.

  4. Select the Work Unit Interval.

  5. Click Run Now.