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Maintaining future students

Future students are students who have applied to enrol at your organisation.

You can incorporate the student's:

Future student records are stored in the community database.

Once you know that the student is enrolled, you can confirm entry dates and enter financial details.

Enrolment Process flow chart

Generally a student is:

In addition to maintaining the details added in Enquiry Student Maintenance, you can:

How to:

What you can do:

What you can do...

See...

Maintain personal information about the student.

Future Student Maintenance - Personal tab

Maintain flags and related information to:

  • categorise students for school and government reporting
  • specify religious milestones
  • record passport and visa details
  • determine the position of the student in a family by age
  • record pre-enrolment requirements such as photo, immunisation certificates or out of hours school care needs.

Future Student Maintenance - Flags tab

You can:

  • maintain enquiry or application details
  • maintain planned schooling details including the year enrolled and starting year level, campus, form and so on
  • display the status of the enrolment.

Future Student Maintenance - Enrol Details tab

View and maintain details about enrolment applications.

Future Student Maintenance - Applications tab

Maintain the source of the enrolment enquiry.

Future Student Maintenance - Supplemental tab

You can:

  • view a history of default enrolment applications and changes made to them
  • modify the mail merge code of individual enrolment applications
  • delete status history records.

Future Student Maintenance - History tab

View and maintain details of any activities.

For example, school tours or a meeting with the principal that the family have been invited to or have attended.

You can flag activities with a follow up date.

Future Student Maintenance - Activity tab

You can:

  • flag enrolment steps as complete
  • record completion dates for each step
  • add general comments.

Future Student Maintenance - Steps tab

Maintain details about the source of the enquiry and any pre-entry comments.

Future Student Maintenance - Source tab

Maintain scholarships applied for and awarded at your organisation.

Future Student Maintenance - Scholarships tab

You can:

  • list enrolment deposit details
  • check that entrance payments are complete for a student.

Future Student Maintenance - Deposit tab

Maintain how future students intend to be transported to and from your organisation. For example, by school bus.

Future Student Maintenance - Transport tab

Maintain details of courses planned by the future student. You can:

  • list courses being undertaken
  • add courses individually
  • review a summary of financial information for the courses
  • maintain student course details.

Future Student Maintenance - Courses tab

Maintain contact details for primary contacts; usually parents and guardians.

Future Student Maintenance - Contacts tab

Maintain family and guardianship relationships and contact details, from the student's perspective.

Future Student Maintenance - Relations tab

List siblings who used to attend, are currently attending and planning to attend your organisation in the future.

Future Student Maintenance - Siblings tab

Maintain details for people to be contacted in the event of an emergency.

Future Student Maintenance - Emergency tab

Maintain contact details for the student's preferred doctor (and an optional alternative) for medical attention.

Future Student Maintenance - Doctor tab

Maintain:

  • public medical alerts
  • dentist contact details
  • medical details and incidents.

Future Student Maintenance - Medical tab

Maintain codes used to:

  • link to other database records in use at your organisation
  • cross link records back to previous systems used.

Future Student Maintenance - Codes tab

Maintain parameters that determine how billing is undertaken for this student and family.

Future Student Maintenance - Debtor tab

If the parents are separated, maintain details of the separation and any court orders relating to the student.

Future Student Maintenance - Legal tab

Display the most recent student photograph.

Future Student Maintenance - Photo tab

Maintain relevant and important comments that should be borne in mind by staff.

Future Student Maintenance - Comment tab

Define your own tabs or programs within Synergetic.

Future Student Maintenance - User Forms tab

View documents associated with the student.

Future Student Maintenance - DocMan tab

Update settings required by
NZ MOE (New Zealand Ministry of Education).

This tab is used by New Zealand organisations.

Future Student Maintenance - NZMOE tab

You can:

  • record citizenship, passport and visa details
  • set which citizenship or visa subclass is active at present.

Future Student Maintenance - International tab

Add time-based alerts that are displayed when the student is selected in Future Student Maintenance The alert is only displayed during the period entered on the Alerts tab.

Future Student Maintenance - Alerts tab

Maintain:

  • bookings with accommodation suppliers, such as hostels
  • bookings with one of a student's contacts, such as a relative or an individual providing home stay services.

Future Student Maintenance - Accommodation tab

Maintain discounts and concessions associated with the student.

Future Student Maintenance - Concessions tab

Maintain information required by
NZQA (New Zealand Qualifications Authority).

This tab is used by New Zealand organisations.

Future Student Maintenance - NZQA tab

Maintain academic and co-curricular classes that are part of a course attended.

Future Student Maintenance - Classes tab

View and maintain:

  • documents uploaded to the student's DocMan tab
  • correspondence sent to the student
  • emails included from Microsoft Outlook.

Future Student Maintenance - Correspondence tab

You can:

  • schedule interviews
  • assign staff members to interviews
  • record interview outcomes
  • maintain interview details.

Future Student Maintenance - Interviews tab

Maintain information about:

  • students
  • parents or guardians

for MCEECDYA (Australian Ministerial Council on Education, Early Childhood Development and Youth Affairs) requirements.

Future Student Maintenance - Demographic tab

View and maintain:

  • communications yet to be sent to the student
  • the student's notification methods.

Future Student Maintenance - Current Comms tab

View past communications sent to students.

Future Student Maintenance - Comms tab

View and maintain events the student is attending.

Future Student Maintenance - Current Events tab

View events the student has attended in the past.

Future Student Maintenance - Events tab

View Action Centre tasks or notifications linked to the selected future student.

Future Student Maintenance - Action Centre tab

Maintain:

  • general plan information
  • specific plan details
  • associated activities
  • associated learning areas.

Future Student Maintenance - Individual Plans tab

View medical details about future students at a glance.

Future Student Maintenance - Medical Conditions tab

Maintain information about the ability of students to perform physical activities including:

  • ability type
  • ability level
  • any additional comments.

Future Student Maintenance - Ability tab

View and edit the schools and preferences a student has listed on their application form.

Future Student Maintenance - Other Schools tab

Last modified: 2/05/2017 11:31:34 AM

See Also

Future students

What's new to Future students

Maintaining enrolment enquiries

Adding future student activity in bulk

Adding future student statuses in bulk

Maintaining details of a future student's course

Processing applications

Transferring future students to current students

Transferring future student scholarship information to current students

Archiving a future student

Restoring a future student from the archive

Key future student reports

© 2017 Synergetic Management Systems. Published 20 July 2017.

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