|
|
|
This section outlines changes to the Future students manual arising from changes made to Synergetic (versions 65.19-66.01).
Note: The look and feel of Synergetic depends on the PC it is running on. The screenshots in this manual use both the version 66 and pre-66 look and feel. You may notice a slight difference in appearance between this manual and Synergetic running at your organisation but the functionality is exactly the same.
Change |
More information |
See... |
|---|---|---|
Changes to the Future student creation wizard. |
The future student creation wizard has been expanded to include:
|
|
New search filters in Enquiry/Future Student Maintenance. |
New search filters in Enquiry/Future Student Maintenance allow users to search based on:
|
|
New ability to bulk set the enquiry/future student search results. |
New ability to bulk set enquiry/future student search results.
|
|
Compose letter icon added to Enquiry Student Maintenance. |
Compose letter icon |
|
Religion field added to Student tab of Enquiry Student Maintenance. |
Religion field added to the Student tab of Enquiry Student Maintenance. |
|
Fields added to Enquiry tab of Enquiry Student Maintenance. |
Two fields added to the Enquiry tab of Enquiry Student Maintenance:
|
|
Fields added to Contact tab of Enquiry Student Maintenance. |
Two fields added to the Contact tab of Enquiry Student Maintenance:
|
|
Fields added to Contact Spouse tab of Enquiry Student Maintenance. |
Two fields added to the Contact Spouse tab of Enquiry Student Maintenance:
|
|
Links button removed from DocMan tab of Enquiry Student Maintenance. |
Links button removed from the DocMan tab of Enquiry Student Maintenance. |
|
Added field to Flags tab of Future Student Maintenance. |
Added Refugee (Now or Last 7 years) field to Special Flags area of the Flags tab of Future Student Maintenance. |
|
New Other Schools tab added to Future Student Maintenance. |
New Other Schools tab in Future Student Maintenance displays the schools and preferences of future students. |
|
New Action Centre tab added to Future Student Maintenance. |
New Action Centre tab in Future Student Maintenance displays action centre notifications linked to community members. |
|
New fields added to Relations tab of Future Student Maintenance. |
New Receive SMS and Receive Email fields on the Relations tab in Future Student Maintenance list the people who send SMSs and emails to the selected community member. |
|
New fields added to Codes tab of Future Student Maintenance. |
Two field added to the Codes tab in Future Student Maintenance:
|
|
New field added to NZMOE tab of Future Student Maintenance. |
Include in Roll Return field added to the NZMOE tab of Future Student Maintenance. |
|
Field changed in International tab of Future Student Maintenance. |
Active field changed to Primary field on the International tab of Future Student Maintenance. |
|
New field added to Modify Student Class Details window. |
PTI Request field added to the Modify Student Class Details window. |
|
Step added to updating a deferring future student's application). |
Step added to updating a deferring future student's application. |
|
New menu option to import future student applications. |
New menu option to import future student applications made through an online program.
|
This section outlines changes to the Future students manual arising from changes made to Synergetic (versions 64.13-65.19).
Note: The look and feel of Synergetic depends on the PC it is running on. The screenshots in this manual use both the version 65 and pre-65 look and feel. You may notice a slight difference in appearance between this manual and Synergetic running at your organisation but the functionality is exactly the same.
Change |
More information |
See... |
|---|---|---|
New field on the International tab of Future Student Maintenance. |
You can set a person's citizenship using the Status field on the International tab of Future Student Maintenance.
|
|
New grid field on Courses tab of Future Student Maintenance. |
Information about the file type for a course is displayed in the grid area on the Courses tab of Student Maintenance.
|
|
New fields and buttons on the Process Online Applications window. |
You can:
The Students grid contains additional grid fields. Multiple contacts IDs can be stored against online import contacts.
|
|
New grid field in Future Student Selector window. |
The student's application date is shown on the Date field of the Future Student Selector grid.
|
|
New fields supported on the Applications tab of Future Student Maintenance. |
There are new grid fields on the Future Student Maintenance - Applications tab:
|
|
Changes to the Enrol Details tab of Future Student Maintenance. |
Activity details for the most current application are displayed on the Enrol Details tab of Future Student Maintenance. |
|
Changes to the Activity tab of Future Student Maintenance. |
Activities for future students can be linked with application records. The Application field is displayed on the Future Student Maintenance - Activity tab and the windows it launches.
|
|
Changes to setting up relationships. |
Your organisation may have a policy where certain relations are always contacted by SMS and others always by email. You can set this default behaviour in the luRelationship lookup table, and when new relations or contacts are created their Use SMS and Use Email settings reflect this default. |
|
New fields on the Transport tab of Future Student Maintenance. |
You can now set a Start Date and a Stop Date for transport records and elect to display active records only.
|
Last modified: 8/04/2015 10:49:40 AM
This section outlines changes to the Future students manual arising from changes made to Synergetic (versions 63.18-64.13).
Change |
More information |
See... |
|---|---|---|
Ability to set default ranking priority. |
Future students are now automatically assigned a Normal priority if they don't match other priorities when automatically updating. |
|
New ability on Classes tab. |
You can choose to display all class types on the Classes tab by setting the File Type to blank.
|
|
New DocMan tab for enquiry students. |
You can link documents to enquiry students using the DocMan tab in Enquiry Student Maintenance. \
|
|
New field in Flags tab of Future Student Maintenance. |
You can record how many hours a student has performed community service in in the Flags tab of Future Student Maintenance.
|
|
New Mail format field in Create New Future Student. |
You can specify how community members' names should be formatted on the Create New Future Student window.
|
Last modified: 8/04/2015 10:49:40 AM
This section outlines changes to the Future students manual arising from changes made to Synergetic (versions 62.46-63.18).
Change |
More information |
See... |
|---|---|---|
New filter fields in the DocMan tab of Future Student Maintenance. |
You can filter documents by their description and source reference in the DocMan tab of Future Student Maintenance.
|
|
New Comms tab in Future Student Maintenance. |
You can view past communications sent to future students in the Comms tab of Future Student Maintenance.
|
|
New Current Comms tab in Future Student Maintenance. |
In the Current Comms tab of Future Student Maintenance you can view and maintain:
|
|
New Current Events tab in Future Student Maintenance. |
You can view and maintain events the future student is attending in the Current Events tab of Future Student Maintenance.
|
|
New Events tab in Future Student Maintenance. |
You can view events the future student has attended in the past in the Events tab of Future Student Maintenance.
|
|
New Correspondence tab in Future Student Maintenance. |
In the Correspondence tab of Future Student Maintenance you can view and maintain:
|
|
New ability to process online applications. |
You can import applications to your organisation made through an online program using the Process Online Applications window.
|
This section outlines the changes to the Future students manual arising from changes made to Synergetic (version 61.35-62.45).
Change |
More information |
See |
|---|---|---|
New fields on the Enrol Details window when creating a new enquiry. |
Two new fields are available on the
|
Create New Enquiry - Enrol Details window BaseDate configuration setting in the System maintenance manual |
Age can also be displayed as of a given date. |
The age of a student can be displayed at a given date. In the example, the age is displayed as of March 1.
By default, the student's actual age is displayed. |
Future Student Maintenance - Personal tab BaseDate configuration setting in the System maintenance manual |
New Concessions tab in Future Student Maintenance. |
You can now add and maintain concessions and discounts for future students as well as current students.
|
|
Extra relationships between student and contact shown. |
If a contact has more than one relationship with a student, both will be listed in the Contacts tab of the Future Student Maintenance window.
|
|
New ability to select student contact relationships. |
You can now select the relationship between a student and their contact when adding a contact in the Create New Student Contact window.
|
|
Improvement to sibling listing. |
The Siblings tab of Future Student Maintenance and Enquiry Student Maintenance will not list siblings as current students until after their To Start on date is reached.
|
|
New area in NZQA tab. |
The NZQA tab now contains a results area.
|
Last modified: 8/04/2015 10:49:40 AM
This section outlines the changes to the Future students manual arising from changes made to Synergetic (version 61.00-61.35).
24th June 2009
Change |
More information |
See |
|---|---|---|
New luSubSchool lookup table. |
The luSubSchool lookup table is used mostly by multi-campus organisations that provide schooling for all year levels at each campus. For example, year levels can be grouped into a:
The sub-school can then be used for searching for future students and current students.
|
luSubSchool lookup table in the System maintenance manual luYearLevel lookup table in the System maintenance manual
|
Updated Activity tab. |
The Activity tab has been updated to include the Activity field. You can filter records based on entries in the luFutureActivity lookup table.
|
Future Student Maintenance - Activity tab luFutureActivity lookup table in the System maintenance manual
|
New fields on the Enrol Details window. |
New fields have been added to the Create New Future Student - Enrol Details window.
|
Create New Future Student - Enrol Details window Maintaining future students setup data in the System maintenance manual
|
20 July 2009
Change |
More information |
See |
|---|---|---|
Include mobile phone and email details for new enquirer. |
A new Create New Enquiry - Mobile/Email window is displayed when creating a contact.
The values can be maintained on the Contact tab. You can also email them.
|
Create New Enquiry - Mobile/Email window Enquiry Student Maintenance - Contact tab
|
Enquiry Campaign field added to future students. |
The Enquiry Campaign field has been added to the:
You can record the campaign that the enquirer has responded to. |
Enquiry Student Maintenance - Source tab Future Student Maintenance - Supplemental tab Future Student Maintenance - Source tab
|
Country of Application field added to future students.
|
The Country of Application field has been added to the:
|
Enquiry Student Maintenance - Source tab |
New Activities tab.
|
A new Activities tab is available to add and maintain activities for the enquiry student.
|
Enquiry Student Maintenance - Activities tab luFutureActivity lookup table in the System maintenance manual |
Default value for follow up when creating activities. |
The Follow Up field may be selected by default for the type of activity, when creating activities in:
This depends on the FollowUpFlag in the luFutureActivity lookup table.
|
Creating activities (Enquiry students) Creating activities (Future students) luFutureActivity lookup table in the System maintenance manual
|
Default value for mail request when creating activities. |
As with the Follow Up field (see above), the Mail Request flag can be selected by default for the type of activity being created.
|
Creating activities (Enquiry students) Creating activities (Future students) luFutureActivity lookup table in the System maintenance manual
|
Filter Year Level based on Campus. |
The Year Level is filtered based on Campus when creating a new future student. The description has been updated on the Create New Future Student - Enrol Details window.
|
Create New Future Student - Enrol Details window luYearLevel lookup table in the System maintenance manual
|
Show recommended enrolment date and year level. |
When creating a new enquiry or future student, show the recommended enrolment date and year level.
|
Create New Enquiry - Enrol Details window Create New Future Student - Enrol Details window Maintaining future students setup data in the System maintenance manual
|
New search fields added. |
The following fields have been added to the Future Student Search Criteria window:
|
|
The Age 1st Jan field can be used to display the student's current age instead. |
Depending on the configuration setting, display either the student's:
The description for the Age 1st Jan field has been updated to cater for the Age Current field to be displayed if it is configured at your organisation. |
Future Student Maintenance - Personal tab ShowCurrent configuration setting in the System maintenance manual
|
A shortcut to the new International tab from Flags and NZMOE tabs. |
The citizenship and visa details are now maintained on the International tab. The corresponding fields on the Flags and NZMOE tabs are now read-only. You can click on the
|
Future Student Maintenance - Flags tab Future Student Maintenance - NZMOE tab Future Student Maintenance - International tab
|
New fields on the Enrol Details tab. |
The following fields have been added to the Enrol Details tab of Future Student Maintenance:
|
Future Student Maintenance - Enrol Details tab
|
Changing a contact type to one that already exists forces a swap. |
You can easily swap contacts. For example, if you have a student with SC1 and SC2 contacts, you can change the SC2 to SC1 and then the SC1 becomes SC2.
|
Future Student Maintenance - Contacts tab
|
More space to enter a public medical alert. |
The size of the Public Medical Alert field has been increased to 2000 characters across all functions that use this field.
|
Future Student Maintenance - Medical tab
|
Courses tab information. |
Four new fields have been added to the grid area of the Courses tab.
|
Future Student Maintenance - Courses tab
|
New International tab. |
A new International tab has been added to:
|
Future Student Maintenance - International tab
|
New Accommoda- |
A new tab is available in Future Student Maintenance to manage accommodation:
|
Maintaining future student accommodation and bookings
|
Set debtor as contact 1 (SC1). |
Set the Debtor ID field using the SC1 contact specified on the Contacts tab.
|
Future Student Maintenance - Debtor tab Future Student Maintenance - Contacts tab
|
Override the debtor name and show it on the Debtor tab of Future Student Maintenance. |
The debtor name can be displayed on the Debtor tab of Future Student Maintenance, rather than their community name.
The debtor name can be overridden on the Debtor tab of Debtor Maintenance.
Note: Before this change, you had to create a company record and use that as the debtor. The problem was that the individual did not have a debtor constituency set up against them. |
Future Student Maintenance - Debtor tab Overriding the debtor's name in the Debtors manual Debtor Maintenance - Debtor tab in the Debtors manual
|
View courses by file type. |
The File Type field is available to filter the student's courses on the Courses tab. By default academic courses are displayed.
|
Future Student Maintenance - Courses tab
|
Course selections available when adding activities in bulk. |
The following fields have been added to the Bulk Add Future Student Activity - Selection window:
Three topics have been updated with more information. |
Adding future student activity in bulk Selecting groups of students to process activities for Manually selecting students to process activities for
|
This section outlines the changes to the Future students manual arising from changes made to Synergetic (version 59.15-v60.37).
Change |
More information |
See |
|---|---|---|
Three new stored procedures are available for creating mail merge letters for future students. |
Three new stored procedures have been added to Synergetic:
The information in the following topics has been updated to accompany the changes to the Extracting data manual:
Detailed information is available in the Extracting data manual. |
Enquiry Student Maintenance - Enquiry tab Adding future student activity in bulk Creating future student enrolment applications Modifying future student enrolment applications Using stored procedures to retrieve Synergetic data in the Extracting data manual |
The DPID, Plan Number and PAF Version fields are cleared if the address details are changed manually. |
The RAT (Rapid Addressing Tool) fields are cleared to avoid them being made invalid by any manual address changes. Fields affected are:
|
|
Student contacts history records created. |
History records are created when:
|
Future Student Maintenance - Contacts tab
|
Last modified: 8/04/2015 10:49:40 AM
© 2015 Synergetic Management Systems. Published 6 May 2015.
Version 66.gif)
added to Enquiry Student Maintenance..gif)
.gif)
.gif)
button..gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif){kind=small}
.gif)
.gif)
.gif)
.gif)
.gif)
.gif){kind=small}
.gif)
icon to go to the International tab from the:.gif)
.gif){kind=small}
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)
.gif)