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Adding or correcting information associated to portraits

If you have imported portraits with no associated data or incomplete data, you can manually type the information into the portrait database so that your portraits can be sorted by name and other information and have labels appear on the pages.

If you make changes to the database when you already have panel pages created, be sure to review those panel pages in the Editor. Correcting data linked to portraits that have been flowed onto panel pages will trigger a reflow of those pages.  This may be a minor change, such as updating names under labels, or a major change, such as reordering portraits according to a new priority ranking or adding new people to groups.

Accessing your portrait database

Your portrait database is accessed via the book manager’s Manage Portrait option – click on it to access your portraits and associated information, which can then be edited.

If you are working in the Editor on portrait pages and need to get back to the portrait database, click Close in the top right corner to return to the book manager view, then access Manage Portraits.

Adding information directly into the portrait table

Under the Manage Portraits tab, click into any empty field next to a portrait to add new information into it.  Save your changes by clicking Update or pressing the Enter key.

In the example below, a job title was added to the Principal’s portrait.

To correct typos, click into the box, make the correction, then click Update or press the Enter key to apply the change.

Editing multiple portrait records

To multiple portraits to edit, click on the white checkbox next to each portrait to checkmark it, then click Edit People at the top of the screen.

A form will appear. Add information into the form – all selected portraits will be updates after clicking on Update People.

In this case, we will move the students to a different teacher (classroom).

Important: Certain information can be added as a one-click batch selection to portraits to help build portrait pages quickly.
Learn how to Assign Roles to portraits – this will allow you to build staff pages very quickly, and get teachers in the correct position on their classroom pages.

Check your data with Smart Filters

Make sure your portraits have all the information needed by using Smart filters.

Upper & Lower Case Sensitivity

All fields are case-sensitive, meaning that upper and lower case versions of the same name are seen as different from each other. For instance, if you have an entry for McKay and another as Mckay, they are treated as two separate names.

This is particularly important when using the Teacher column. If you assign half a class of students to McKay and the other half to Mckay, you will have two separate teacher groups. Be careful to use the available options when reassigning people to new groups to avoid typos or capitalization issues.

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