8. Validation Manager

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 …

7. Tag Manager

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 …

6. Lookup Data

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 …

4. Custom Fields

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 …

3. Communication Templates

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 …

2. Campus Index, Rooms and Holidays

In this Section: Access the Campus Index Figure 1. Navigation Bar Click the cog icon in the top navigation bar. Figure 1ii. Settings Panel Click “Campus Index“. Add a New Campus Here, you can add new Campuses for your school, and view and manage them all in one place. Figure 2i. Create New Campus Click …

9. Form Manager

In this Section: Access the Form Manager The Form Builder is an additional paid feature to your SELMA subscription plan. Figure 1. Navigation Bar Click the cog icon in the top navigation bar. Figure 1ii. Settings Panel Click “Form Manager“. Form Manager Overview The Form Manager allows you to create and store Enquiry and Enrolment …

1. Account

In this Section: Find your Account Details Figure 1. Navigation Bar Click the cog icon in the top navigation bar (red). Figure 1ii. Settings Panel Click “Account“. Account Tab The Account tab is where you can make changes to the basic details set-up by SELMA. Figure 2. Key Details Set-up key parameters such as your …