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 …
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: The following shows the set-up for Email Schedules, specifically. Communications – Send an Email This action sends an email to Students enrolled within an Intake, externally. Figure 1. Set Email Parameters and Outcomes
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 …
