You use the Bulk Add Future Student Activity - Selection Screen to select the group of students to process activities for.
Unlike most selection windows where you can only filter once to create a group, you can return to this window often and select more students to add to your existing group.
Opening Bulk Add Future Student Activity - Selection Screen
Bulk Add Future Student Activity - Selection Screen key fields and buttons
Fields
Field |
Description |
||
---|---|---|---|
Search based on |
Search for either:
|
||
Enrol Date >= / Enrol Date <= |
Date range for future student enrolments. |
||
Campus |
Campus where the future student will be enrolled. |
||
From Year Level / To Year Level |
A range of year levels can be selected. If you only want to select one year level then you must enter it in both the From Year Level and To Year Level fields. |
||
Status |
Status of the future student's application. The typical default options are: |
||
|
Status |
Description |
|
|
A |
Application made. |
|
|
D |
Deferred. |
|
|
F |
Finalised. |
|
|
O |
Deferred. |
|
|
W |
Waitlisted. |
|
|
X |
Cancelled by the applicant. |
|
|
Note: Use the luFutureStatus lookup table to maintain entries. See the luFutureStatus lookup table in the System maintenance manual. Tip: You can create mail merge letters using the crspFutureStatusChangePrint stored procedure. See Printing mail merge letters using an existing document in the Extracting data manual. |
||
Tagged IDs |
Select to search for students with tagged IDs. |
||
Priority
|
Priority the application has been assigned. Typical values include:
Note: Maintain the values in the luFuturePriority lookup table. See the luFuturePriority lookup table in the System maintenance manual. |
||
Form |
Form the future student has been assigned to. |
||
House |
House the future student has been assigned to. |
||
Tutor Group |
Tutor group the future student has been assigned to. |
||
Boarder |
Student's residential status. Typical values include:
Note: You can use the luBoarder lookup table to maintain entries. See luBoarder lookup table in the System maintenance manual. |
||
Gender |
Gender of the future student. |
||
Activity |
Activity the future student or parent are involved in. |
||
Activity Status |
Student's status for this activity. Also see Activity Date below. |
||
Activity Date >= Activity Date <= |
Students with existing activities within the specified date range. For example, you can follow up with future students who attended the last open day. |
||
Course Code |
Abbreviation for the course. |
||
Linked Course Code |
Common course that feeder courses link to. For example, a main course may have a feeder course that starts earlier or later than the actual main course. The default value is its own course code. Tip: You can update the Prior Course field on the Enrolment tab of Course Details Maintenance. See the Course Details Maintenance - Enrolment tab. |
||
Course Status |
Status of the student's involvement in the course. For example, a status of Finalised is required before an agent can be paid commission for enrolling students in your course, if applicable. |
||
Future Students Who are Selected Are |
Either select future students who are:
The selected students are put in either the left pane or the right pane of the Future Student Activity Status window. See Manually selecting students to process activities for. |
Buttons
Button |
Description |
---|---|
Loads student details from a file. Note: The file must have the Synergetic ID number in the first column, with one student per row. Also, a separate file is needed for each different activity. For example, you might have a list of all the students that attended an open day. You could then load this file into Synergetic so that you can add activities for all the students that attended. The Load Future Students for Activities window is displayed. |
|
Delete previous selection runs. The Select Process Number window is displayed. |
Last modified: 21/12/2016 10:38:26 AM
See Also Adding future student activity in bulk |
© 2017 Synergetic Management Systems. Published 20 July 2017.