Future Student Maintenance

Future Student Maintenance - Activity tab

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

If the activity record is displayed in:

italics, a follow up has been set up for the activity
bold, the follow up is overdue.

Additional uses of the Activity tab

You can use a database query or a stored procedure to list all the people who have the Mail Rqst (request) flag set. For example, this can be used in mail merges with Microsoft Word.

The crspFutureActivityPrint stored procedure has the advantage that in addition to retrieving key activity data it also updates fields to indicate when the letter was printed (Mailed Date) and by whom (Mailed By). See Using stored procedures to retrieve Synergetic data in the Extracting data manual.

Opening the Activity tab

Future Student Maintenance - Activity tab key fields and buttons

Fields

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.

Current Student Maintenance - Activity tab (Activity field)

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.

Grid area fields

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.
Application	Enrolment application that the activity is related to.
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.

Buttons

Button	Description
	Add an activity for the prospective student. See Creating activities.
	Modify the highlighted activity. See Modifying activities.
	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.

Last modified: 11/08/2014 3:14:40 PM