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Maintaining details of a past student's course

You can maintain details of external or internal courses that the past student has attended.

Courses are used:

How to:

Add an agent relationship to a student. See Adding agent relationships to students.

Modify student class details for the selected course. See Modifying student class details.

What you can do:

What you can do…

See…

You can:

  • maintain the student's enrolment details for a course, including:
    • any prior courses
    • date the course was completed and whether a certificate was issued
    • status of the course at a given date, along with any details.
  • view their course status history.

Course Details Maintenance - Enrolment tab

You can:

  • maintain relationships with a student's agents
  • nominate the agent who receives the commission, if the student has a relationship with more than one agent
  • maintain the nominated agent's:
    • control account, override rate and schedule, if commission is payable
    • commission alert, if required.
  • view the nominated agent's invoice details for the selected course and student.

Course Details Maintenance - Agent tab

You can:

  • display students who are on a course arranged by an agent
  • select student course enrolments to match with an agent's invoice
  • authorise agent invoices
  • display agent invoices that have been authorised
  • reverse the authorisation of selected entries.

Using the Agent Commission Schedule Maintenance window

View:

  • fees for the course
  • amount charged, paid to date and owing for the course
  • debtor's details and the overall amount owing
  • debtor's most recent payment details.

Course Details Maintenance - Payment tab

Maintain:

  • any special comments about the student's participation in the course
  • details of any deferral of their attendance.

Course Details Maintenance - Special tab

You can:

  • view classes the student is attending as part of the course
  • modify the student's class details
  • load default classes for the course from Course Maintenance.

Course Details Maintenance - Classes tab

You can:

  • view default fees that apply to the student enrolled in the course
  • change the amounts and charge dates that apply
  • view financial details, including what has been charged and is still owed by the debtor
  • add or delete fees from the student's course
  • reload the default fees.

Course Details Maintenance - Charges tab

You can open forms that have been created at your organisation.

Course Details Maintenance - User Forms tab

Last modified: 4/10/2012 12:00:36 PM

In This Section

Course Details Maintenance - Enrolment tab

Course Details Maintenance - Agent tab

Course Details Maintenance - Payment tab

Course Details Maintenance - Special tab

Course Details Maintenance - Classes tab

Course Details Maintenance - Charges tab

Course Details Maintenance - User Forms tab

© 2016 Synergetic Management Systems. Published 16 September 2016.

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