Siddharath Dugral

The Import File Step 2 screen provides you with the necessary functionalities to manage your imported files. It offers the following features:

• Upload- It allows you to select and upload files from your local device or a designated location. This step initiates the data import process.

• Show List– Selecting the Show List button presents a comprehensive dropdown view of the imported data, enabling you to thoroughly review, analyse, and evaluate the records along with the associated information.

• Warning Log– The Warning Log highlights any warnings or potential issues that occurred during the import. It allows you to take appropriate action or investigate further if needed.

• Error Log– Similarly, the Error Log section provides a log or list of any errors encountered during the import process. It helps you identify and address any issues that prevented certain records from being imported successfully.

• Grid– The Grid represents the tabular representation of the imported data, displaying the various fields and values for each record. You can analyse and manipulate the data within the grid as necessary. Importable Status indicates the import status of each record as true or false.

• Save– Lastly, the Save button allows you to save the changes or updates made during the import process. This ensures that any modifications or corrections are applied and stored in the system

Once you selected the Save button, you will be directed towards the import success screen which will allow you to import another import file to the system and once you select the New Import button, the system will take you to the Import Summary screen.

Main Dashboard > System Admin menu> Import Data

The Import File screen is designed to facilitate the seamless transfer of data in the system. With its intuitive layout and clear instructions, you can easily navigate through the process of selecting and uploading files. You can import data in CSV format, including student master, avetmiss information, overseas information, and result results.

The Approved User dropdown field allows you to assign specific users with the authority to perform the import operation, ensuring data security and accountability.

Selecting the Next button prompts you to proceed confidently to the next step, enhancing usability and efficiency.

Main Dashboard > System Admin> Notes Template

The Notes Template Welcome screen is a user friendly interface designed to assist you in organising and managing your notes effectively. It provides a clean and intuitive layout that allows you to create, categorise, and access your notes with ease.

The Notes Templates screen offers options to edit, delete, and add new templates. It also shows the count of active and total templates. The delete button removes templates from your list.

If you wish to add another notes template to the campus then you can select the +Add button. Once you select the +Add button, a pop up window will open on the screen. Fill in the required information in the provided fields

• Campus – Select the Campus name from the drop down.

• Applies to – This will show you different objects in TEAMS such as Applicant, Student Enrolment etc. Depending upon your requirements you can select the object from the dropdown.

• Shown In – This drop down will show you different fields and you can select one at a time, once you selected the Notes will appear accordingly.

• Title – Title of the Notes

• Notes – Enter your Notes by selecting the Notes Icon.

• Active – Select the tick box to make the Notes Active.

You can also edit or remove existing note templates by clicking on the respective icons next to each account.

The employer Program Preference screen allows employers to customise their program options. You can effortlessly navigate through various options using buttons like Add, Edit and Delete.

The Add button allows you to create new program options with ease, while the Edit button provides the flexibility to modify existing options, ensuring they stay relevant to changing needs. With the Delete button, you can easily remove outdated or redundant program options.

Furthermore, the listing grid presents a clear overview of all program options, making it convenient for employers to review and arrange them systematically.

Main Dashboard > System Admin menu > Account Manager

To create a new account manager, select the +Account Manager button from the Account Manager Welcome screen. This will take you to the Account Manager Entry Screen, where you will be able to input or modify the relevant information associated with the account. You will need to select the appropriate account manager code and name, along with other required details that need to be filled in. It is crucial to enter the correct account manager code and name to avoid any confusion in the future.

After filling in the details of the Account Manager, select the “Save” button to save the changes.

Below is the Explanation of the fields.

Field Name	Explanation
Account Manager Code	This field cannot be left blank as it is mandatory
Account Manager Name	This field cannot be left blank as it is mandatory
Account Manager link to all Campuses	Tick this option to select this Account Manager for all campuses
Campus	You can select a specific Campus for the Account Manager here
User	Select the User from the dropdown list.
Active	Tick this box to make the Account Manager active.

Employer Entry > Burger Menu > Documents

When you select the Documents option, you will be taken to the Employer Entry > Documents screen. If you have already uploaded documents for the employer, it will show you in the grid.

You can also add the document by selecting the +Add button, a pop-up window will appear on the screen where you can choose the document you want to upload for the employer.

The field’s name and explanations are given below:

Fields	Explanations
Upload Date	This will show the date, the day you upload the document
Notes	You can write notes for your own reference by selecting the notes icon.
Document Type	This is a user code in TEAMS and based on the user, you can select the document type.
Document Name	It will show the name of the document which you have selected.
Public Document	Select this box to make the document public on the employer portal.

This screen lets you enter the contact logs for the employer. You will be able to view the employer’s current contact logs in the grid and make edits or deletions as necessary.

You will also be able to add a new contact log for an employer from the +Add button.

Field	Explanation
Contact Date	You can enter the contact date in this field.
User Name	Select the user name from the dropdown field
Log Type	You can select the log type from the dropdown field.
Notes	You can add notes related to the contact log.

The employer setting screen is a vital part of an employer’s invoicing management system. This screen allows you to define and customise invoice numbering. You can establish unique invoice number formats, including prefixes, suffixes, and sequential numbering patterns, to align with their internal accounting practices.

By configuring the invoice number screen setting, you can ensure consistent and organised invoice tracking and enhance professionalism in financial transactions. This feature empowers you to maintain accurate and systematic records of your invoices.

Explanation of the fields below:

Fields	Explanations
Student Invoice Prefix	You can add a customized prefix to their invoice numbers.
Student Invoice Format	You can add a preferred format for invoice numbers.
Student Invoice Number	In this field, a unique identification number for an invoice is entered.
Student Invoice Suffix	You can add a customized suffix to their invoice numbers.