The following concerns the NZ Compliance tab of a Student profile. In this Section: Enable Student – DXP Ngā Kete API Figure 1. Navigate to Student > NZ Compliance Enable the WBT API from the NZ Compliance card, below. This will run validation rules, and error messages will prompt you to fill out required fields …
Once you have configured the WBT Integration, you should connect it to the Programme and Organisation. In this Section: Programmes Organisations Create a Programme Please refer to the steps in Curriculum – Programmes. Edit the Programme Figure 2. Navigate to the Programme Tab Fill in the “Approval Date” and “Expiry Date”. Figure 3. Navigate to …
To submit delivery data related to Work-Based learning, you must set-up the Work Based Training Integration in SELMA. This will link the data from the TEC to SELMA, via the WBT API. In this Section: WBT Configuration Figure 1i. Navigate to Settings > Integrations Figure 1ii. Work Based Training Select the Integration: Work Based Training. …
Diplomas, and certificates can be granted to Students as Awards. To earn an Award, a Student should complete required Programmes and/or Components, within SELMA. SELMA Awards allow you to issue an Award, and monitor a Student’s progress toward achieving an Award. In this Section: Award Configuration Figure 1i. Navigate to Settings > Account Figure 1ii. …
Features/Improvements Public Trust Integration Integration with Public Trust Fee Protect, enabling NZ providers to submit student fee data directly from SELMA. Email 2-Way Conversations (BETA) Added ability to have replies to emails sent from within SELMA to appear back in SELMA. These inbound replies can also be responded to from within SELMA. This is only …
In this Section: Create an Organisation Figure 1i. Navigate to Students > Organisations Click on the green “+” icon to create a new Organisation and add it to the Organisation Index. Figure 1ii. Add Organisation Details Fill out the required fields, as indicated by red asterisks (red). Click the blue “Create” button to save the new Organisation to the Organisation Index. …
In this Section: Organisation Index and Search The Organisation Index displays a quick overview of a list of Organisations recorded in SELMA, and allows you to access select records. The basic search feature allows you to find specific records quickly, and produces results that match your criteria the closest. Figure 1. Navigate to Students > Organisations Advanced Search and …
In this Section: Create a Contact Figure 1i. Navigate from Students > Contact In the Contact Index, click the green “+” button to create a new Contact. Figure 1ii. Fill Contact Details, and Add to Contact Index Fill in the required details, as marked by red asterisks. NOTE: The Contact Types readily available are system …
In this Section: Link Existing Contact to Student You can link any Contact with an “Active” status to a Student. On the Student profile, go to the “Stakeholders” tab. You’ll see two groups: Related Contacts and Related Organisations. Figure 1: Stakeholders Tab Figure 2: Add Related Contact In Related Contacts, click the green “+Add” box …
In this Section: Contact Types There are multiple Contact types in SELMA, including and limited to: Additional Contact types can be added via Lookup Data. Create Contacts Figure 1. Navigate to Students > Contacts Click the green “+” button to add a new Contact to the Contact Index. Figure 2. Add Contact Details Asterisks beside …
