Bulk manage course plans
userXello Admin Xello productXello 6-12 Time7 minutes

Educators at the school level can add or remove courses for multiple students at once. By managing courses in bulk, you can simplify the process of planning courses for many students, ensure that the courses meet diploma requirements, and add courses based on specific specializations. Bulk manage student courses to save time, reduce manual work, and improve the efficiency of course planning.

noteNote: Bulk managing courses is available at the school level, not at the region level.

There are three ways to add courses in bulk: by course, by diploma, and by specialization. Removing courses from student plans can also be done in bulk.

In this article

Access Bulk manage plans

Adding and removing courses in bulk is done from the Courses & Diplomas section in Xello.

To access Bulk manage plans:

  1. From your educator account, click Features and select Courses & Diplomas.
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  2. Click Bulk manage plans.
    Courses & Diplomas page in Xello. Bulk manage plans is highlighted and a cursor is selecting it
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    Courses & Diplomas page in Xello. Bulk manage plans is highlighted and a cursor is selecting it
    • Here you’ll be able to choose to add or remove courses.

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Bulk add by course

Bulk adding by course allows you to add a single course to multiple student plans.

To bulk add courses by course:

  1. From the Bulk manage plans page, click Add courses.
    Bulk manage plans page. There is an Add courses tile, and a Remove courses tile. A cursor is selecting Add courses
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    Bulk manage plans page. There is an Add courses tile, and a Remove courses tile. A cursor is selecting Add courses
  2. Make sure By course is selected.
    Add courses page. There are three radio button options: "By course", "By diploma", and "By specialization". The cursor is selecting "By course"
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    Add courses page. There are three radio button options: "By course", "By diploma", and "By specialization". The cursor is selecting "By course"
  3. Enter or select the school which has the course you’re going to assign.
    • By default, the school will be the institution you’re logged in to.
  4. Enter or select the course you want to assign. Suggestions will populate as you start typing.
  5. Click Select students.
    Add courses page. The "By course" button is selected. A school and course have been entered. The "Select students" button is highlighted with a cursor selecting it
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    Add courses page. The "By course" button is selected. A school and course have been entered. The "Select students" button is highlighted with a cursor selecting it
  6. From the student list, select the students you want to assign the course to.
    • You can sort the list by clicking the column headings.
    • Click Filters to find ways to narrow the student list easily.
    • Click Select all to select every student in the list. If filters are applied, it will only select the students you’ve filtered.
  7. Click Add course. This will open a confirmation window.
    Select students page. 14 students are selected. The "Add course" button is highlighted with the cursor selecting it
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    Select students page. 14 students are selected. The "Add course" button is highlighted with the cursor selecting it
  8. Confirm the course is the correct one and click Add.
    Add course confirmation modal. The message is confirming that the English course will be added to 14 students' course plans.
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    Add course confirmation modal. The message is confirming that the English course will be added to 14 students' course plans.
  9. A confirmation banner will indicate it’s in progress and you’ll be returned to the Bulk manage plans page.
    • A spinner will let you know the plans are‌ updating.
    • You can continue to add or remove courses, even if the spinner is running.
    Bulk manage plans page. There is a blue "In progress" notification that says 14 students' course plans are being updated. There is also a progress spinner underneath the "Add courses" tile
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    Bulk manage plans page. There is a blue "In progress" notification that says 14 students' course plans are being updated. There is also a progress spinner underneath the "Add courses" tile

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Bulk add by diploma

Bulk adding or recommending courses by diploma allows you to add multiple courses to multiple student plans based on diploma requirements.

To assign or recommend courses in bulk by diploma:

  1. From the Bulk manage plans page, click Add courses.
    Bulk manage plans page. There is an Add courses tile, and a Remove courses tile. A cursor is selecting Add courses
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    Bulk manage plans page. There is an Add courses tile, and a Remove courses tile. A cursor is selecting Add courses
  2. Select By diploma.
    Add courses page. There are three radio button options: "By course", "By diploma", and "By specialization". The cursor is selecting "By diploma
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    Add courses page. There are three radio button options: "By course", "By diploma", and "By specialization". The cursor is selecting "By diploma
  3. Enter or select the school which has the courses you’re going to assign.
    • By default, the school will be the institution you’re logged in to.
  4. Enter or select the diploma you want to work with. Suggestions will populate as you start typing.
  5. Click Add courses.
    Add courses page. Several of the grade-by-grade subjects have been filled in. The "Select students" button is highlighted with the cursor selecting it
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    Add courses page. Several of the grade-by-grade subjects have been filled in. The "Select students" button is highlighted with the cursor selecting it
  6. In the grade-by-grade list of requirements, click a required subject.
    Add courses page. Cursor is selecting "Add Math 10"
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    Add courses page. Cursor is selecting "Add Math 10"
  7. In the list of courses for that subject, find the one you wish to add and click Assign or Recommend.
    Math 10 course list is open. The "Recommend" and "Assign" buttons are highlighted next to a math course
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    Math 10 course list is open. The "Recommend" and "Assign" buttons are highlighted next to a math course
    • If there are dependencies, such as a corequisite or prerequisite, these will automatically be added. A modal will explain those additions.
  8. When you’re done, click the X in the top right corner. This will bring you back to the grade-by-grade list of requirements.
  9. Click Select students.
    Add courses page. Several of the grade-by-grade subjects have been filled in. The "Select students" button is highlighted with the cursor selecting it
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    Add courses page. Several of the grade-by-grade subjects have been filled in. The "Select students" button is highlighted with the cursor selecting it
  10. From the student list, select the student course plans you want to add the courses to.
    • You can sort the list by clicking the column headings.
    • Click Filters to find ways to narrow the student list easily.
    • Click Select all to select every student in the list. If filters are applied, it will only select the students you’ve filtered.
  11. Click Add courses. This will open a confirmation window.
  12. Confirm the courses you’re adding are correct and click Add.
    Add courses confirmation modal. The message is confirming that 8 courses will be added to 19 students' course plans.
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    Add courses confirmation modal. The message is confirming that 8 courses will be added to 19 students' course plans.
  13. A confirmation banner will indicate it’s in progress and you’ll be returned to the Bulk manage plans page.
    • A spinner will let you know the plans are‌ updating.
    • You can continue to add or remove courses, even if the spinner is running.
    Bulk manage plans page. There is a blue "In progress" notification that says 14 students' course plans are being updated. There is also a progress spinner underneath the "Add courses" tile
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    Bulk manage plans page. There is a blue "In progress" notification that says 14 students' course plans are being updated. There is also a progress spinner underneath the "Add courses" tile

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Bulk add by specialization

Bulk adding or recommending by specialization allows you to add courses based on a specific specialization within a diploma.

To assign or recommend courses in bulk by specialization:

  1. From the Bulk manage plans page, click Add courses.
    Bulk manage plans page. There is an Add courses tile, and a Remove courses tile. A cursor is selecting Add courses
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    Bulk manage plans page. There is an Add courses tile, and a Remove courses tile. A cursor is selecting Add courses
  2. Select By specialization.
    Add courses page. There are three radio button options: "By course", "By diploma", and "By specialization". The cursor is selecting "By specialization
    Click to enlarge
    Add courses page. There are three radio button options: "By course", "By diploma", and "By specialization". The cursor is selecting "By specialization
  3. Enter or select the school which has the courses you’re going to assign.
    • By default, the school will be the institution you’re logged in to.
  4. Enter or select the diploma you want to work with. Suggestions will populate as you start typing.
  5. Enter or select the specialization. Suggestions will populate as you start typing.
  6. Click Add courses to open the list of required subjects for the specialization.
    Add courses page. The "By specialization" button is selected. A school, a course, and a specialization have been entered. The "Add courses" button is highlighted with a cursor selecting it
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    Courses & Diplomas page in Xello. Bulk manage plans is highlighted and a cursor is selecting it
  7. Choose a subject to begin selecting courses.
    Add courses page. There are five spots to add courses to an "Agriculture - University" specialization. The cursor is selecting the Math subject
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    Courses & Diplomas page in Xello. Bulk manage plans is highlighted and a cursor is selecting it
  8. Select the course you want to add and click Assign or Recommend.
    Math 10 course list is open. The "Recommend" and "Assign" buttons are highlighted next to a math course
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    Math 10 course list is open. The "Recommend" and "Assign" buttons are highlighted next to a math course
  9. In the modal window, choose the diploma requirement slot this course will fulfill.
    Modal window which has grade-by-grade slots for the educator to enter a Math course
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    Courses & Diplomas page in Xello. Bulk manage plans is highlighted and a cursor is selecting it
    • If there are dependencies, such as a corequisite or prerequisite, these will automatically be added, as well. A modal will explain those additions.
  10. When you’re finished, click Done in the top right corner. This will bring you back to the list of requirements.
  11. Click Select students.
    Add courses page. The required subjects for the specialization have been completed. The "Select students" button is higlighted with a cursor clicking it
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    Add courses page. The required subjects for the specialization have been completed. The "Select students" button is higlighted with a cursor clicking it
  12. From the student list, select the student course plans you want to add the courses to.
    • You can sort the list by clicking the column headings.
    • Click Filters to find ways to narrow the student list easily.
    • Click Select all to select every student in the list. If filters are applied, it will only select the students you’ve filtered.
  13. Click Add courses. This will open a confirmation window.
  14. Confirm the courses you’re adding are correct and click Add.
  15. A confirmation banner will indicate it’s in progress and you’ll be returned to the Bulk manage plans page.
    • A spinner will let you know the plans are‌ updating.
    • You can continue to add or remove courses, even if the spinner is running.
    Bulk manage plans page. There is a blue "In progress" notification that says 14 students' course plans are being updated. There is also a progress spinner underneath the "Add courses" tile
    Click to enlarge
    Bulk manage plans page. There is a blue "In progress" notification that says 14 students' course plans are being updated. There is also a progress spinner underneath the "Add courses" tile

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Bulk remove courses

Bulk removing courses allows you to remove a single course from multiple student plans.

To remove courses from student plans in bulk:

  1. From the Bulk manage plans page, click Remove courses.
    Bulk manage plans page. There is an Add courses tile, and a Remove courses tile. A cursor is selecting Remove courses
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    Bulk manage plans page. There is an Add courses tile, and a Remove courses tile. A cursor is selecting Remove courses
  2. Enter or select the course you want to remove. Suggestions will populate as you start typing.
  3. Click Select students.
    Remove courses page. An English course was entered. The "Select students" button is highlighted and the cursor is clicking it
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    Courses & Diplomas page in Xello. Bulk manage plans is highlighted and a cursor is selecting it
  4. From the student list, select the student course plans you want to remove the course from.
    • You can sort the list by clicking the column headings.
    • Click Filters to find ways to narrow the student list easily.
    • Click Select all to select every student in the list. If filters are applied, it will only select the students you’ve filtered.
  5. Click Remove course. This will open a confirmation window.
  6. Confirm the courses you’re removing are correct and click Remove.
  7. A confirmation banner will indicate it’s in progress and you’ll be returned to the Bulk manage plans page.
    • A spinner will let you know the plans are‌ updating.
    • You can continue to add or remove courses, even if the spinner is running.
    Bulk manage plans page. There is a blue "In progress" notification that says 14 students' course plans are being updated. There is also a progress spinner underneath the "Add courses" tile
    Click to enlarge
    Bulk manage plans page. There is a blue "In progress" notification that says 14 students' course plans are being updated. There is also a progress spinner underneath the "Add courses" tile

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Additional resources

  • pdfPDF
    PDFCourse Planner annual tasks guideDownload this guide for helpful reminders on what to review and update in Xello's Course Planner each year.
  • live webinarXello Academy
    Xello AcademyCourse Planner for high school counselorsNew

    Are you a high school counselor who works with Course Planner in Xello? Learn how to understand your course guide, available courses, and diploma requirements; and how to support students with Course Planner.

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