If you need to edit the details of a large number of pupil records already existing in Wellbeing, we advise using our CSV export function. If you only need to amend a few records, you can amend the records manually, as described here.
Please note: this option is only available to the Access Coordinator and Teacher Admins.
Start with an exported CSV for your centre by going into the Admin Hub, then the blue 'Pupils' tab, and selecting 'Export CSV':
You can choose to export the CSV as is, or to have groups included in the listing if you are using 'Bespoke groups'. Open up your exported CSV.
An 'E' for edit should be added to each row that you want to alter in the action column. You'll see a User ID for each entry. Keep these IDs exactly as they are, changing only the data you want to alter.
An example is provided below - we can see that Alice, Christopher and Emma will have any amended details updated during the import, whilst the rows for Snow, Sherlock and James will be ignored.