Siddharath Dugral We have done a change in the New Application Step 1 screen > Agent Field to stop the system from searching and listing agents that are set as Inactive.
Note – If you cannot find the Agent, it may be because the agent is inactive or the agent is new and hasn’t been set up in the TEAMS.
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We have added a new column under the Attendance screen in the bottom grid for Visa Type. It will reflect the student’s visa-type information, where it has been entered.
This tile will show you all the Future Commissions that the Agent will receive from the student, this screen will allow the agent to do the following-
In the same way we have introduced a View icon for the Password field for the login screen, we have done the same in the User screen for the password field.
We have made some changes under the Bulk Result screen and now the options available under the Programs, Timetable, and Intake fields will be dependent upon the Campus selected.
For Example – if you have selected a particular Campus under the Campus field, then the Program field will only display the programs that are linked to that selected campus and the same as it will load the Intake and Timetable.
There are some changes that have been made to the grid column headings in the bulk result screen.
We have added a new filter for Use Application Dates which is a tick box. By default the system searches based on the application creation date and displays applications in this screen. With this new filter, when you select it and enter dates in the Start and End date fields, the system will look for any application that has a start date within the date range you have entered.
This tile will show all the paid commissions that the Agent had received from the student, this screen will allow the agent to do the following-
Main Dashboard > System Admin menu > Trainers Entry
To create a new trainer, you need to click on the +Trainer button. This will take you to the Trainer Entry Screen, where you will be required to select the appropriate trainer code and name, along with other relevant details that need to be filled in. It is essential to ensure that you enter the correct trainer code and name to avoid any confusion later on.
Click on the ‘Save‘ button after filling in the details of the Trainer.
| Field Name | Explanation |
|---|---|
| Trainer Code | You can add the Trainer Code here |
| Trainer Name | You can add the Trainer Name here |
| Trainer Links to all Campuses | Tick this option to select this Trainer for all campuses |
| Campus | You can select specific Campus for the Trainer here |
| User | Select the User from the dropdown list. |
| Active | Tick this box to make the Trainer active. |
Main Dashboard > System Admin > Account Manager
An account Manager typically refers to a professional who is responsible for managing relationships with accounts within your educational institution or organization. Their primary role is to serve the institution, ensuring that their needs are met and that they receive excellent service.
The Account Manager Welcome screen will show you the welcome message (the total number of active account managers with total active account managers) The screen shows you the list of Account Managers in the grid that are Active in your system.
This screen is divided into two sections:
The filters will show you different fields where you can select the data as per your need then select the Apply button and based on your selection the system will load the list of Account Managers in the grid. You can also see the Total count and the Active count of the Account Managers. You can select the +Account Manager button to add a new Account Manager to the system.
In this grid, you can see the list of all Account Managers. You will see columns such as Account Manager Code, Account Manager Name, Campus, Total enrolments, Total Applications (Pending/Cold), Total agents, Active and Actions. All of the columns are self-explanatory.
Select here to know more about the Burger Menu
Select here to know more about the Action Column
Main Dashboard > System Admin menu > Employer
The Employer screen displays a grid showing all the employers that have been created in the system. You can search for a specific employer by name or code, campus, marketing source, or account manager, and then select apply button to view the relevant results.
Additionally, there is an option to add a new employer by selecting the “+Employer” button. This functionality allows users to easily manage and search for existing employers, as well as add new employers to the system.
