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Administration Panel

Administration Panel
1

Enrolment Year

1. Enrolment Year
The Enrolment Year is a Required field (). The user selects the Student Enrolment Year by Left Clicking on the Drop Down List Box.When this is done a list of available Academic Years will be displayed.
Select the applicable Enrolment Year by Left Clicking on it in the list. The user can type in the a part of the Academic Year. With each letter that is typed in the system will filter the Academic Years in the list.
Should the user not select a Academic Year and attempts to Process   the information the system will give an Error Message  relating to the Incomplete Required Field.
 
Note: If a future Academic Year is not available in the list - it must be added manually first. Refer to Add Academic Year
 
2

Status

2. Status
The Student Status is a Required field ().  The user selects the Student Status by Left Clicking on the Drop Down List Box . When this is done a list of available Student Statuses will be displayed.
 
Example :
 
To Add/Change Student Status records - Refer to Person Status. Select the applicable Student Status by Left Clicking on it in the list. The user can type in the a part of the Student Status. With each letter that is typed in the system will filter the Student Statuses in the list.
Should the user not select a Status and attempts to Process   the information the system will give an Error Message  relating to the Incomplete Required Field.
3

Admission Number

3. Admission Number
3. Admission Number
The Admission Number is a Required field ().  The user needs to an Admission Number.
Should the user not enter an Admission Number and attempts to Process   the information the system will give an Error Message  relating to the Incomplete Required Field.
 
Note:
 
Once the button has been Left Clicked and all required information has been captured - the Wizard will perform a short operation to review the Admission Number and notify the user in the event that the Admission Number will be duplicated.
4

Admission Date

4. Admission Date
The Admission Date is a Required field ().  The user needs to enter an Admission Date.
Should the user not select an Admission Date and attempts to Process   the information the system will give an Error Message  relating to the Incomplete Required Field.
Make use of the Date Picker to enter the Admission Date. The Date Picker is displayed by Left Clicking on the Drop Down Button (). When this is done the Date Picker will be displayed. Select the applicable date by Left Clicking on the date in the Calendar.
 
5

Grade

5. Grade
The Grade is a Required field ().  The user selects the Grade by Left Clicking on the Drop Down List Box . When this is done a list of available Grades will be displayed.
 
Example :
 
Select the applicable Grade by Left Clicking on it in the list. The user can type in the a part of the Grade. With each letter that is typed in the system will filter the Grades in the list.
 Should the user not select a Grade and attempts to Process   the information the system will give an Error Message  relating to the Incomplete Required Field.
6

Class

6. Class
The Class is an Optional Field.
The user selects the Class by Left Clicking the Drop Down List Box . When this is done a list of available Classes will be displayed.
 
7

Family

7. Family
The Family is a Required field ().  The user selects the Family by Left Clicking on the Drop Down List Box .
When this is done a list of available Families will be displayed.
 
Example :
 
Select the applicable Family by Left Clicking on it in the list. The user can type in the a part of the Family Display Name or Family Code. With each letter that is typed in the system will filter the surnames in the list. Should the user want to enter a New Family it is done by Left Clicking on the Add  Button (). When this is done the  Add Family Page will be displayed  (Refer to Add Family).
 
Should the user not select a Family and attempts to Process   the information the system will give an Error Message  relating to the Incomplete Required Field.
8

Set New Primary Guardian As Account Holder

8. Set New Primary Guardian As Account Holder
The Set Primary Guardian as Account Holder Check Box is an Optional Field.
 
The Check Box may be set to True or False by Left Clicking in the rectangle such that a small Tick inside the rectangle is Visible (True) or Invisible (False).
 
If the Check Box is set as True, a New Account Holder will:
  • Be Created from the New Primary Guardian's Title (If available), Surname and FullNames.
  • be set as "Active"
  • be Linked to the New Student
  • be Linked to the New Primary Guardian
  • will obtain the following if available
  • Mobile Number
  • Office Number
  • Email Address
  • Physical Address
  • Postal Address
    The Account Holder may be modified from the Finance Menu - Customers - Customer Profile.
 
9

Existing/New Account Holder

9. Existing/New Account Holder
The Account Holder Drop Down List Box may be activated /de-activated by correspondingly Left Clicking the Set Primary Guardian as Account Holder Check Box - refer to Point 8 Above.  
9. Existing/New Account Holder
Once the Account Holder Checkbox has been activated, the Account Holder will become a required field!
The Account Holder is a Required field ().  The user selects the Account Holder by Left Clicking on the Drop Down List Box . When this is done a list of available Account Holders will be displayed.
 
Example :
 
Select the applicable Account Holder by Left Clicking on it in the list. The user can type in the a part of the Account Display Name. With each letter that is typed in the system will filter the Account Display Names in the list. Should the user not select a Account Holder (only if the Check Box described in Point 8 Above is set to False) and attempts to Process   the information the system will give an Error Message  relating to the Incomplete Required Field.
Made with help of Dr.Explain