Baljeet Sandhu – Page 2 – OLD SITE

Program – Intakes

10 February 2023 by Baljeet Sandhu

Program > Program Entry Burger Menu > Intakes

This screen will show you all the intakes that are linked to the program. You can add intake by selecting the +Add button. When you select the “+Add” button, a popup window will appear on the screen where you need to select the Intake code (Intake name and Start date will automatically appear) and then save.

Explanations of the field below:

Select the Intake code – It is a magic search field, where you can type the intake code and then you can select the intake from the suggestions.

Intake Name – It is a read-only field, which will be auto-populated when you select the intake code.

Start Date – It is a read-only field, which will be auto-populated when you select the intake code.

Program – Burger Menu

21 June 202310 February 2023 by Baljeet Sandhu

Programs > Edit Programs > Program Entry > Burger Menu

the presence of a burger menu icon in the right-hand corner of the screen while editing a program may vary depending on the specific program or functionality you are referring to. The burger menu icon is typically represented by three horizontal lines stacked on top of each other.

When you select the burger menu, you can see different options under the burger menu as shown below:

Program Burger Menu > Subject

Program Burger Menu > Intakes

Program Burger Menu > Timetables

Program Burger Menu > GTP

Program Burger Menu > AVETMISS

Program Burger Menu > Purchasing Contracts

Program Burger Menu > FEE HELP

Program Burger Menu > LMS Pages

Program Burger Menu > Documents

Programs

20 February 202310 February 2023 by Baljeet Sandhu

Main Dashboard > Academics menu > Programs

The Program welcome screen will show you a list of active programs for all the campuses in the grid that is already in your database. You can search for Programs by the Program Name and Code in the search field and you will also see an inactive tick box which will allow you to see inactive programs. Or you can select the +Program button to add a new program in the system.

You can also download the CSV file from the CSV icon in the right hand corner of the grid.

Campus – Contact Log

13 February 20236 February 2023 by Baljeet Sandhu

Campus > Edit Campus > Campus Entry Burger Menu > Contact log

The campus contact log screen will allow you to create the contact log against the campus. You can add contact log details of the campus by selecting the +Add button.

When you select the +Add button, a popup window will appear where you can select the contact log details and once it is updated it will show you the details in the grid.

Explanation of the fields

Fields	Explanation
Contact Date	This is a mandatory field and you can select the contact date from the calendar icon
User Name	The username which you have used to log in to teams will auto-populate here.
Log Type	This is a mandatory field and it is a user ode in TEAMS. Based on the user code created in TEAMS, you can select the log type
Notes	Here you can write the notes for your own reference.

Campus – Contact

13 February 20236 February 2023 by Baljeet Sandhu

Campus > Edit Campus > Campus Entry Burger Menu > Contact

When you select the contact option from the burger menu, you will be taken to the campus entry > contact screen. This screen will allow you to add the others contact details.

Select the +Add button, a popup window will appear where you can add the contact details of the concerned person.

Explanation of the fields below:

Fields	Explanation
Title	You can select a title (Mr., Miss) etc
First Name	First name of the contact person
Last Name	Last name of the contact person
DOB	DOB of the contact person.
Work No	Work number
Home No	Home number
Fax No	Fax number
Mobile No	Mobile number
Position	Select the organisational position of the contact person from the dropdown
Email Address	Email address of the contact person
Details	You can write any reference details under the notes.
Primary Contact	You can select this tickbox if the contact person is the primary contact person of the campus.
Active	Select the box to make the contact details active.

Campus – Bank Account

21 June 20236 February 2023 by Baljeet Sandhu

Campus > Edit Campus > Campus Entry Burger Menu > Bank Account

This screen provides you with a grid displaying the bank details associated with the campus. You can easily view the information in an organised manner. If you need to make any changes to the existing bank details, simply locate the respective entry in the grid and select the edit icon available under the actions column. This will enable you to update the information as required.

Additionally, if you wish to add a new bank account for your Campus, you can conveniently do so using the options provided. This screen offers a user-friendly interface to manage and modify bank details, ensuring accurate and up to date information for your campus and RTO.

Campus – Linked program

21 June 20236 February 2023 by Baljeet Sandhu

Campus > Campus Entry Burger Menu > Linked Programs

The screen provides an overview of all the programs within the grid that are associated with the campus. To establish a connection between a program and the campus, you can simply click on the +Program button. This action allows you to link the desired program to the campus, enabling easy access and management of the program’s information within the system.

Explanation of the fields below:

Fields	Explanation
Program Code	It is a magic search field where you have to type the three initials of the program code and it will show you the programs with those initials and you can select the code as per your need.
Program Name	It will be auto-populated when you select the program code.
CRICOS Provider Code	In this field, you can write the CRICOS Provider code.
Active	You need to select the Active tick box to make the Program active.
Is Web Applicant Program	You can tick this box if the program is a web applicant program.
No Longer Accepting Applications	If you do not want the program to accept applications then you can select this tick box.
Campus Operation Type	There are two types of campus operation either you can select a stand-alone arrangement or a partnership arrangement.
Program on Campus effective from date	You can select the date from when the program is effective on campus.
Program on Campus effective to date	You can select the date till the program will be effective on campus.
Indicative Student Contribution CSP
TAC offer Code	You can select the TAC offer code from the dropdown
Indicative Tuition Fee Domestic Fee – Paying

Campus – Address

21 June 20236 February 2023 by Baljeet Sandhu

Campus > Campus Entry Burger Menu > Address

By choosing the address option, you gain access to the campus address screen, which allows you to add or modify both the local and mailing addresses associated with the campus.

Within this screen, you will find separate sections dedicated to the local address and the mailing address. Each field within these sections is designed to be self-explanatory, ensuring clarity and ease of use. Whether you need to update the physical location details or specify the address for receiving mail, this screen provides a straightforward interface to input and edit the necessary information for both types of addresses.

Campus – Burger Menu

4 July 20236 February 2023 by Baljeet Sandhu

Main Dashboard > Academics > Campus > Edit Campus > Campus Entry Burger Menu

After setting up the Campus and saving it, you will see a Burger Menu icon displayed on the Campus Entry screen. Selecting this icon will open a menu offering various options. Here are some of the options available under the burger menu:

Campus

15 November 20236 February 2023 by Baljeet Sandhu

Main Dashboard > Academic menu > Campus

The campus screen will show you the total number of campuses as per your site licence. To find a particular Campus, you can search for it using either its code or name. If you want to see Campus/es that are no longer active, you can choose to include them in your search results by selecting the box Include Inactive Campuses and selecting the Apply button. This can be useful when you need to manage both active and inactive subjects.

IMPORTANT – If you have a setup of up to 5 campuses as per your site licence and you have only set up 3 campuses then you will be able to add a new campus from the +Campus button. if you have set up 5 campuses in the system then you will not be able to see the +campus button on the welcome screen. The site licence only allows you to add 5 campuses for your RTO.