using teams

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 With the Delete button, you can easily remove outdated or redundant program options.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.

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:

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.

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:

Contact screens offer you a quick and easy way to manage an Employer’s contact details. You can efficiently add, edit, or delete contact information as needed.

This screen enables you to input and manage the primary contact for an employer. You can add new contacts or edit and delete existing ones using the grid view provided. The grid view will display the current contacts associated with the employer and allow you to modify them as necessary.

To edit or add contact details for an employer, simply select the  Edit icon or the Add button on the Employer’s Welcome screen. From there, access the Burger Menu and choose contacts to view and manage the Employer’s contact information.

Main Dashboard > System Admin > Trainer

This screen is designed to enable you to input and manage the primary contact for a school. You can add new contacts or edit and delete existing ones using the grid view provided. The grid view will display the current contacts associated with the school and allow you to modify them as necessary. This is an efficient way for you to manage your contacts within the system and ensure that the information is up-to-date and accurate.

To edit or add contact details for a school, simply select the  Edit icon or the Add button on the School’s Welcome screen. From there, access the Burger Menu and choose Contacts to view and manage the school’s contact information.

Contact screens offer you a quick and easy way to manage a School’s contact details. By providing multiple access points to this screen, you can efficiently add, edit, or delete contact information as needed.

School Entry > Burger Menu > Documents

When you select the Documents option, you will be taken to the School Entry > Documents screen. If you have already uploaded documents for the school, 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 school.

The field’s name and explanations are given below: