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 …
In this Section: Contact Index and Search The Contact Index displays a quick overview of a list of Contacts 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 > …
In this Section: Scheduler Tab The Scheduler tab on an Intake is used to create schedules for: Create Enrolment Event An Enrolment Event assigns notes and tasks to staff members, within SELMA. Figure 1. Set Enrolment Event Parameters and Outcomes Create an Enrolment Event by providing the details necessary for the schedule to run, and …
In this Section: Validation Manager Your account will come with a default validation configuration called ‘SELMA’. This can be configured using your own specifications, or you can leave it as is, and create a new one. Add New Validation Figure 1i. Access Validation Manager Navigate from Settings > Validation Manager Figure 1ii. Validation Manager Overview SELMA …
In this Section: Create and Manage Tags The Tag Manager is a tool that allows SELMA Users to assign and manage tags against different Objects within the system, such as Students or Components. Tags are labels used to classify batches of information, and make it easier to search for a related Object. Create a Tag …
In this Section: Create and Manage Lookup Data Include customised fields as a new tab on profiles by following the guide below. Create a Data Type Figure 1. Navigate to Settings > Lookup Data Figure 2. Lookup Data Overview This page allows you to manage Lookup Data across multiple functions in SELMA. For example, the function …
In this Section: Create and Manage Custom Fields Include customised fields as a new tab on profiles by following the guide below. Create a Custom Field Figure 1. Navigate to Settings > Custom Fields Figure 2. Custom Field Overview See a list of custom fields under each Object heading, which corresponds with an “Object” in …
In this Section: Access Communication Templates Figure 1. Navigation Bar Click the cog icon in the top navigation bar. Figure 1ii. Settings Panel Click “Communication Templates“. Create a New Template The most effective way of using comms in SELMA is by creating templates. You can create templates for Emails, Email Attachments (PDF documents) and Text …
