For further details on setup of email templates, please refer to Communication Templates. Access Communication Templates -> Settings Click on ‘New’ and select Email Template Complete the relevant template details There are various merge fields available that you can insert into the email template. These fields will be populated with the corresponding information you have …
On this Page – Create Contacts Edit Contacts Pre-defined contacts within SELMA – Contacts that are added to SELMA can be linked to relevant students. Additional Contact types can be added via your Look-Up Data – please refer to this article. Create and Edit Contacts To access your contacts in Selma, navigate to: Students -> …
Event Log The event log is one of the most powerful features of SELMA. It keeps track of all actions, notes, communication, and critical events on all relevant objects which include: Student Object Class Intake Enrolment System User Organisations Contacts Note that event log entries added on an enrolment also show in the student’s event …
Event Log Report SELMA has a powerful report to show all event log entries for certain objects, filter them, and extract them as csv files. You can find the event lot report under the “Reports” menu or under “Settings” and “Event Log Index”: Once you open the index, you will show you every event log …
Editing a Student Profile A Student Profile has sections of information pertaining to the student and their time spent studying at your institution. In this guide we will be covering what these sections are and how to edit them. Top Bar – Student Details Side Bar – Student Snapshot /Tags To edit information on the …
Students -> Merge Students If you wish to merge two students select the ‘Students’ Tab from the top nav bar, and then click on ‘Merge Students’ from the drop-down menu – You will be presented with the option to provide the details of the student you wish to merge (i.e. delete) – ‘From Student’ and …
The Validation Manager allows you to set-up the rules that a student record must adhere to when it’s captured in SELMA. This is dictated by factors such as school policy, compliance requirements or course specifications. Setting-Up a Profile in Validation Manager To access the Validation Manager, click on Settings (cog, top right) -> Validation Manager …
Students in SELMA A student profile contains sections of important information pertaining to the student and their relationship with you, the education provider. Creating a Student Profile The required details to create the student profile depends on the Validation Profile you have set-up in the Validation Manager. Please refer to this article for information about …
On this page: New Submission Notifications A copy of each form submission is emailed as a PDF document attachment to the email address saved under Settings/Account. Form Submissions Index To view submissions, navigate to Students -> Form Submissions. The number highlighted in red displays the amount of students that have not been assigned to any …
On this page: If your account subscription includes access to Forms, navigate to Settings (Cog) -> Form Manager Create Enrolment Form Enrolment form: • Minimum required fields: First Name, Primary Email and Interested in Intake. • Submissions from new applicants: a unique student record is created with status “Enrolled”, plus an enrolment is created on …
