All Use CasesCaseload Management
Bulk-update career plans before accreditation
Accreditation season means updating hundreds of student career plans. With TEX, you select a cohort by grade level, apply status updates in bulk, and export a formatted report — all from one screen.
No more opening individual records one by one. The bulk action workflow handles the repetitive work so you can focus on the students who need individual attention.
How it works
1
Filter your caseload by grade level or program.
2
Use the bulk select checkbox to choose all matching students.
3
Apply the career readiness status update from the bulk actions menu.
4
Click "Export Report" to generate a formatted PDF or CSV ready for administration.
85%
Reduction in manual data entry during accreditation