The File Manager serves as your storage location for all CenTrax files. The File Manager is used for file management, including the creation, addition or deletion of CenTrax files. In addition to file management, records may also be purged and recalled. Keep in mind, the files available here will only be those that are tied to the selected or active Institution.
Step 1 Log into the CDP
The active Institution and File will display in the upper right-hand section to the left of the name of the user logged in.
Step 2 Click Settings
Step 3 Click File Manager
Step 4 To Select a CenTrax file to work in, click the radial dial next to the preferred file
4.1 Click Select
4.2 Click Yes
Step 5 To Create a new CenTrax file, click the Add New button
5.1 Type a File Name into the newly added box
5.2 Click the drop-down arrow to select the Year
Note: The Year will be used to determine what geocode combinations are valid as well as what exceptions to apply to the records and/or check for when running the filing wizards. It is also used when running reports to determine how to segment data.
5.3 Click Save
The new file will display within the list in alphabetical order.
Step 6 To Delete a CenTrax file, click the radial dial next to the preferred file
6.1 Click Delete
6.2 Click Yes
Step 7 To manage deleted records contained within the selected file, click one of the following options:
7.1 Purge: This will permanently remove all the records marked for deletion within the selected file
7.2 Recall: This will recall all the records that are marked for deletion within the selected file
Step 8 Click Yes to the confirmation message
Note: The number of records recalled or purged will display in a message in the bottom right hand side of the page.
Step 9 To Copy the selected file, click the radial dial next to the preferred file
9.1 Click Copy
9.2 Enter in the desired name of the new, copied file.
9.2 Use the Year drop-down menu to select the desired edit year.
9.2 Click SAVE.
Article Reference CNX201