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Selecting groups of students to process activities for

You use the Bulk Add Future Student Activity - Selection Screen to select the group of students to process activities for.

Unlike most selection windows where you can only filter once to create a group, you can return to this window often and select more students to add to your existing group.

Opening Bulk Add Future Student Activity - Selection Screen

Bulk Add Future Student Activity - Selection Screen key fields and buttons

Fields

Field

Description

Search based on

Search for either:

  • future students. This will only search for the default, or preferred application for the selected student(s) and enrolment date.
  • future student applications. This will search for all the applications made by the selected student(s).

Enrol Date >= /

Enrol Date <=

Date range for future student enrolments.

Campus

Campus where the future student will be enrolled.

From Year Level /

To Year Level

A range of year levels can be selected.

If you only want to select one year level then you must enter it in both the From Year Level and To Year Level fields.

Status

Status of the future student's application.

The typical default options are:

 

Status

Description

 

A

Application made.

 

D

Deferred.

 

F

Finalised.

 

O

Deferred.

 

W

Waitlisted.

 

X

Cancelled by the applicant.

 

 

Note: Use the luFutureStatus lookup table to maintain entries. See the luFutureStatus lookup table in the System maintenance manual.

Tip: You can create mail merge letters using the crspFutureStatusChangePrint stored procedure. See Printing mail merge letters using an existing document in the Extracting data manual.
The luFutureStatus table is linked to the luFutureStatusMerge lookup table using its MergeCode. When a status is changed, its MergeCode is also changed as well. Any applications with this MergeCode are selected by the stored procedure.

Tagged IDs

Select to search for students with tagged IDs.

Priority

 

Priority the application has been assigned.

Typical values include:

  • Existing Family
  • Sibling at School
  • Parent is Ex Student
  • Parent is Staff
  • Normal.

 

Note: Maintain the values in the luFuturePriority lookup table. See the luFuturePriority lookup table in the System maintenance manual.

Form

Form the future student has been assigned to.

House

House the future student has been assigned to.

Tutor Group

Tutor group the future student has been assigned to.

Boarder

Student's residential status. Typical values include:

  • Boarder
  • Day Student
  • Home Stay.

 

Note: Maintain the values in the luBoarder lookup table. See Maintaining lookup tables in the System maintenance manual.

Gender

Gender of the future student.

Activity

Activity the future student or parent are involved in.

Activity Status

Student's status for this activity. Also see Activity Date below.

Activity Date >= Activity Date <=

Students with existing activities within the specified date range.

For example, you can follow up with future students who attended the last open day.

Course Code

Abbreviation for the course.

Linked Course Code

Common course that feeder courses link to.

For example, a main course may have a feeder course that starts earlier or later than the actual main course.

The default value is its own course code.

Tip: You can update the Prior Course field on the Enrolment tab of Course Details Maintenance. See the Course Details Maintenance - Enrolment tab.
Course Details Maintenance - Enrolment tab (cut down)

Course Status

Status of the student's involvement in the course.

For example, a status of Finalised is required before an agent can be paid commission for enrolling students in your course, if applicable.

Future Students Who are Selected Are

Either select future students who are:

  • To be processed.
  • Not to be processed.

The selected students are put in either the left pane or the right pane of the Future Student Activity Status window. See Manually selecting students to process activities for.

Future Student Activity Status window

Buttons

Button

Description

Load Students From File... button

Loads student details from a file.

Note: The file must have the Synergetic ID number in the first column, with one student per row. Also, a separate file is needed for each different activity.

For example, you might have a list of all the students that attended an open day. You could then load this file into Synergetic so that you can add activities for all the students that attended.

The Load Future Students for Activities window is displayed.

Load Future Students for Activities

Delete... button

Delete previous selection runs.

The Select Process Number window is displayed.

Select Process Number (deleting fut student activity)

Last modified: 14/01/2015 7:18:38 PM

See Also

Adding future student activity in bulk

Bulk Add Activity window

Deleting a future student activity bulk addition

Manually selecting students to process activities for

© 2015 Synergetic Management Systems. Published 6 May 2015.

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