Mani Gill

Dashboard > System Admin > Report Setting

The report settings screen provides you with the ability to manage and customise the report configurations. You can add new report settings, edit existing settings, or delete outdated ones. This ensures that the generated reports meet their specific needs and provide relevant and accurate information.

If you wish to add another report setting to the campus, you can select the +Add button.

Once you select the +Add button, a popup window will open on the screen. Fill in the required information in the provided fields. Ensure the accuracy of the details entered to avoid any transactional issues. Double-check the information before proceeding to the next step. Once all the necessary fields have been completed, select the save button to finalise the process.

You can also edit or remove existing report settings by selecting the respective icons next to each account.

Below is the explanation of the fields

The Academic Template Entry screen provides a convenient way to select the number of semesters or terms for a particular academic program. Based on the chosen number of semesters/terms, the screen dynamically displays the corresponding academic patterns. Each pattern represents a specific arrangement of study weeks and holiday weeks within a semester/term.

To ensure accurate scheduling, it is necessary to update the number of study weeks in each pattern by taking into account the total number of holiday weeks. This adjustment ensures that the academic schedule accurately reflects the available time for studying and taking breaks throughout the academic year.

When accessing the Academic Template Entry Setup screen, you will be presented with two tiles. The first tile displays the Academic Template code and name, providing a quick reference to identify the specific template being utilised. The second tile on the screen is dedicated to the Define Academic Pattern functionality. Here, you can explore and configure the academic patterns associated with the selected template. These patterns represent different arrangements of study weeks and holiday weeks within a semester or term.

User Codes > +User Code Button > User Code Entry Screen

Before attempting to create or modify a User Code, it is essential to identify the field’s name where the dropdown is located. For example, the field could be named Marketing Source. This step is crucial as it allows us to determine if the field is available on the current screen for customising the dropdown options. Once we have obtained the field’s name, we can proceed to the User Code screen to carry out the necessary actions.

How to Create User Codes

Step 1 – Select the + User Code button on the User Code Welcome screen and the system will open the User Code entry screen.

Step 2 – Code Type – Select the option from the dropdown for the Code Type field and this is where you need to select the name of the field you want to add in the dropdown as Marketing Source.

Step 3 – Code – This is usually an abbreviation of the User Code Name field, for example, the User Code Name that you want to see in the dropdown for Marketing Source could be Website, so the code could be entered as www.

Note – the code that you enter does not show anywhere else in the system, it only shows on this screen and the initial User Code List screen.

Step 4 – User Code Name – this is the entry that will display in the dropdown, such as Website.

Step 5 – Group Name & User Name – select the option as All in these fields.

Step 6 – Fields like Contact Name, Contact Phone, Contact Mobile and Address are self explanatory fields and you can fill them accordingly.

Step 7 – Once all the above fields have information entered then select the Save button at the top of the screen. Once you have saved the new entry, you can navigate back to your original screen and you would need to refresh it (if you already have it open) and you will see your new user code displaying in the dropdown.

Main Dashboard > System Admin menu > Employer Entry

To create a new employer, simply select the +Employer button, which will direct you to the Employer Entry Screen. This screen allows you to input and enter the information and details of the employer. The screen includes fields and tabs for employers to provide their legal name, contact information, address and other relevant data.

The Details tab allows you to input and update employers’ details, including the Employer Code, Employer Name, Legal Name, type, and other pertinent information. Please note that the Employer Code and Employer Name cannot be left blank when entering the employer in TEAMS as these two fields are mandatory.

The Contact Information tab allows you to enter the employer’s contact information, including phone numbers and email addresses.

The Address tab focuses on entering the employer’s address details, such as street name, city, state, and postal code.

Lastly, the Overseas tab will only allow you to add the overseas details, if you have selected the overseas tick box on the details tab. 

Select the ‘Save‘ button after filling in the details of the Employer.