Future students

Synergetic allows you to enter and maintain details of the following types of student records:

• Prospective students are created when you receive enrolment enquiries.
• Once a prospective student has made an application to enrol, they become a future student.
• When a student starts at your organisation, they become a current student.
• When a student leaves your organisation, they become a past student.

Note: The Future, Current and Past student types are maintained as constituencies in the community database. It is possible for students to belong to more than one constituency. For example, a student would be both a past student and a future student if they had left your organisation for a period of time and also had an application in to return.

Enquiries:

• Are not created in the community database. Enquiry students are created through Enquiry Student Maintenance.
• Have an enquiry ID number associated with them instead of a community ID.
• Are transferred into future students when an enrolment application is received.

Future Students:

• Are part of the community and their ID is a Synergetic community ID.
• May be created by transferring an enquiry to a future student or directly, by creating a future student through Future Student Maintenance.
• Are transferred into current students when commencing at your organisation.

How to

Use the Future students module to:

• Maintain enrolment enquiries. See Maintaining enrolment enquiries.
• Maintain future students. See Maintaining future students.
• Maintain course details for future students. See Maintaining details of a future student's course.
• Select several future students and add activities for them. See Adding future student activity in bulk.
• Process applications. See Processing applications.
• Maintain enrolment deposits. See Maintaining enrolment deposits in the Debtors manual.
• Transfer future students to current students. See Transferring future students to current students (Transferring future students to current students, Transferring future students to current students).
• Transfer scholarship information to current students. See Transferring future student scholarship information to current students.
• Remove a future student from the future student constituency and place all of the details into an archive. See Archiving a future student.
• Search for and restore a future student from the archive. See Restoring a future student from the archive.
• Run future students reports. See Key future student reports.
• Add an activity for a future student, to include in a mail merge letter. See Future Student Maintenance - Activity tab.
• Change the status of a future student's application, to include in a mail merge letter. See Future Student Maintenance - Applications tab.
• Transfer information about concessions and discounts to current students. See Future Student Maintenance - Concessions tab.

Last modified: 21/12/2016 10:39:59 AM

© 2017 Synergetic Management Systems. Published 20 July 2017.