• Create an Organisation
• Manage Organisations
  • Organisations Tab
  • Contacts Tab
  • Students Tab
  • Fees Tab
  • Events Tab

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.

Manage Organisations

Organisation Tab

Figure 2i. Edit Organisation Information

Contacts Tab

Figure 3i. Link a Contact to the Organisation

Figure 3ii. Add Required Details and Save

Specify the Contact you are linking, as well as the Contact-Organisation relationship. You can opt to add a note, too. Click “Save” to add the Student-Contact link.nisation Information

Figure 3iii. Edit and Remove the Organisation-Contact Link

Click the green pencil icon to edit a Organisation-Contact relationship, or remove (unlink) the relationship entirely (red).

Students Tab

Figure 4. View List of Students Linked to the Organisation

Fees Tab

Figure 5. Financial Records linked to an Organisation

This is where you can see all Enrolment fees, and invoices and orders associated with an Organisation.

Events Tab

Use the Events tab to create a note on the Organisation profile, or assign a task to a SELMA user.

Figure 6i. Create an Event

Click the “+ Add Event” button to create notes on the Organisation page, or assign tasks to internal Users.

Figure 6ii. Add Required Details

Fill out the required fields, as indicated by red asterisks, and click the blue “Save” button.

• Organisation Index and Search
• Advanced Search and Saved Searches
  • Advanced Search
    • Saved Searches
    • Access and Manage Saved Searches
  • Download Search Results

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 Saved Searches

Advanced Search

The Advanced Search is hidden by default, and can expand to reveal multiple fields where you can filter for specific Organisation details.

Figure 2i. Access Advanced Search Filter

Figure 2ii. Search for Specific Records

Choose your filters (blue), then click the buttons above the Advanced Search fields to apply your criteria to the Organisation Index (red), or clear your criteria from the search fields (green).

Saved Searches

If there are search criteria that you use often, you can save them as a “Saved Search” to access again, without manually typing up your search parameters.

Figure 3i. Set Search Criteria

Set-up your search criteria by filling out the Advanced Search fields, and click “Save Search”.

Figure 3ii. Save Search

Name the new search you are saving, and click the purple “Create” button. You can also save the search results’ page length, sorting etc.

Access and Manage Saved Searches

Figure 4i. Access Saved Search

Click the button “Saved Searches” to find and apply a Saved Search.

Figure 4ii. Rename and Remove Saved Search

Click the drop-down arrow beside a Saved Search to rename and/or remove it.

Download Search Results

Figure 5. Download CSV File

To download your search results as a CSV file, click on the button “Export CSV”.

• Link Existing Organisation to Student
• Link New Organisation to Student
• Add New Association Type

Link Existing Organisation to Student

You can link any Organisation 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 1i: Student | Stakeholders Tab

Click the following “+Add” button under “Related Organisations”.

Figure 1ii: Link an Organisation to the Student

Fill out the required Organisation details, marked by red asterisks, and other necessary information.
NOTE: The Organisation field displays only “Active” Organisations.

Figure 1ii: Search Active Organisations

The number of “Active” Organisations that is shown in the “Organisation” drop-down list is limited. Type an Organisation name to search, and display matching Organisations. If the type you need doesn’t exist, jump to Add New Association Type.

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Figure 1iii: Linked Organisation Display

When a new Organisation has been saved, you will see a purple star icon which indicates the Primary Organisation.

Link New Organisation to a Student

There are two ways to link a new Organisation to a Student:

1. Create a new Organisation from the Organisation Index, then link them via the Student’s Stakeholders tab.
   • See Linking Existing Organisation to Student, above.
2. Create a new Organisation from the Stakeholders tab, directly.
   • Continue reading to see how to use this method.

Figure 2i: Add a Related Organisation

Figure 2ii: Click the “+New” Button

Figure 2iii: New Organisation Form

Enter basic Organisation information. When you click “Save”, the Organisation is automatically linked to the Student and will appear in the Organisation Index for editing later.

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Add New Association Type

You can add unlimited Student Organisation Association types in SELMA.

Figure 3i: Navigate from Settings > Lookup Data

Click the Settings icon in the navigation bar. From the expanded menu, select Lookup Data.

Figure 3ii: Create a Student Organisation Association Type

Find the heading “Student Organisation Association Type” and click to expand it. You can deselect a value to mark it as “Inactive”, or create a new value entirely clicking the blue “New” button.
Note: System default values cannot be edited.

Figure 3iii: Add Details

When you choose to add a new value, you will see a pop-up form where you can add a simple code in the “Code” field, and add a name in the field “Label“. Click the “Active” check-box to ensure the data value shows up for use as a Student Organisation Association Type in SELMA.

Figure 3iv. Edit Student Organisation Association Type Value

While system default values can not be removed or edited, you can edit or delete Student Organisation Association Type which you have created.
NOTE: Do not delete any value currently in use by Organisation-Student links.