The Contact Portal grants the Stakeholder access to associated Student and Enrolment records, and allows them to enrol Students into Intakes. In this Section: Assign Students to Stakeholders Enable Stakeholder access to specific Student and Enrolment records, by creating Student-Contact Associations. Figure 1i. Add a Related Contact Navigate to a Student profile and add a …
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 …
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 …
