Enquiry Student Maintenance

Use the Activity tab to view and maintain activities for the enquiry student. You can record information such as when they attended an open day, when you phoned them or when they visited the principal.

To open the Activity tab:

Select Module > Future Students > Enquiry/Future Student Maintenance from the main menu.
The Process Future Student and Enquiries window is displayed.

Tip: You can also access the future student functions by clicking .
Select the person the enquiry is about. See Searching for enrolment enquiries.
The Student tab of the Enquiry Student Maintenance window is displayed.
Click the Activity tab.
The Activity tab of the Enquiry Student Maintenance window is displayed.

Field	Description
Activity	Filter activities displayed in the grid. Select one of the values from the drop-down list. This restricts the activities displayed. If this filter is selected and you click , the Activity field is set on the Create New Activity window, along with any related selections. Note: Maintain the values in the luActivity lookup table. See luActivity lookup table in the System maintenance manual.

Field

Description

Activity

Filter activities displayed in the grid.

Activity tab (Enquiry student maintenance)

Select one of the values from the drop-down list. This restricts the activities displayed.

Current Student Maintenance - Activity tab (cut down)

If this filter is selected and you click , the Activity field is set on the Create New Activity window, along with any related selections.

Create New Activity window (cut down)

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

Field	Description
Activity	Identifier for the activity planned.
Date	Date the activity is scheduled for.
Status	Status of the activity. For example: Complete Incomplete Waiting for someone.
Name	Person in your organisation who is responsible for the activity.
Follow Up / F'Up Date	Indicates if a follow up is required and if so, the date the follow up is scheduled for.
Comment	Notes regarding the follow up.
Mail Rqst / Mailed Date / Mailed By	Indicates if a mailed request is required and if so: the date the mail request is scheduled for who mailed the request.
Activity ID	Unique number identifying the activity.
F'Up ID	Unique number identifying the follow up to the activity.
Created By	User ID of the user who created the activity.

Field

Description

Activity

Identifier for the activity planned.

Date

Date the activity is scheduled for.

Status

Status of the activity. For example:

Complete
Incomplete
Waiting for someone.

Name

Person in your organisation who is responsible for the activity.

Follow Up /

F'Up Date

Indicates if a follow up is required and if so, the date the follow up is scheduled for.

Comment

Notes regarding the follow up.

Mail Rqst /

Mailed Date /

Mailed By

Indicates if a mailed request is required and if so:

the date the mail request is scheduled for
who mailed the request.

Activity ID

Unique number identifying the activity.

F'Up ID

Unique number identifying the follow up to the activity.

Created By

User ID of the user who created the activity.

Button	Description
	Add an activity for the prospective student.
	Modify the highlighted activity.
	Delete the selected activity.
	Print a report for the selected activity. For example, an offer letter. The report must be: Created using Crystal Reports. Placed in the Synergetic site reports directory. Set up with the correct parameters. Contact Synergetic Management Systems to set up a report for this purpose. Defined in the lookup table for the type of activity. See luActivity lookup table in the System maintenance manual. Note: If a report is not defined for the type of activity, the following dialog window is displayed. The report prompts you: If any of the required parameters are missing, such as Mailed Date and Mailed By fields. If a form letter, or similar report, is set up to be addressed to one of the student's contacts. This is set using the ReportPromptContactTypeFlag field in the luActivity lookup table. See luActivity lookup table in the System maintenance manual.

Button

Description

Add an activity for the prospective student.

Modify the highlighted activity.

Delete the selected activity.

Print a report for the selected activity. For example, an offer letter.

Future Student Maintenance - Activity tab (Offer Letter)

The report must be:

Created using Crystal Reports.
Placed in the Synergetic site reports directory.
Set up with the correct parameters. Contact Synergetic Management Systems to set up a report for this purpose.
Defined in the lookup table for the type of activity. See luActivity lookup table in the System maintenance manual.
Note: If a report is not defined for the type of activity, the following dialog window is displayed.

The report prompts you:

If any of the required parameters are missing, such as Mailed Date and Mailed By fields.
If a form letter, or similar report, is set up to be addressed to one of the student's contacts.

This is set using the ReportPromptContactTypeFlag field in the luActivity lookup table. See luActivity lookup table in the System maintenance manual.

Enquiry Student Maintenance - Activity tab