Find related records

Find related records is one of the most powerful tools inside onCourse, let you quickly jump from window to window, finding records related to groups of other records. The function icon is located next to the advanced search in each list view in onCourse.

For example, to locate all the employers of all the students aged 18 to 25 in the last three months of VET programs to send the Employer Satisfaction Survey to you can start by searching for all classes with a particular tag or use the advanced search on VET course flag. Once you have those classes, you can highlight those delivered in the last three months, and select from the find related icon 'Enrolled students'.

Figure 46. Finding the related Course record for the highlighted Class

Once the student list has opened, you can search that list of results for students aged 18 to 25. The list view that has opened is in a special mode called 'custom selection' which you can see in the window header bar. This means other searches or filters you run on this window are only inside the special set of results you have created as a list.

With the reduced list of students, you can use the find related icon to select contacts related as an employer. From this new window, you can use the cog wheel to send a message to the student’s employers.

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Find related can only be run on a max of 1000 records at any one time