Previously, the system was using the student invoice date as the agent commission invoice date. With this new change, the system will now look at the student invoice due date and use it for the agent commission invoice date instead.
Note – The system will only do this for new transactions in the new application process and where you are raising invoices/instalments for applications and enrolments
We have introduced a new feature namely the Account Manager User Login in the system. This feature offers enhanced access and tailored functionality for account managers.
With the Account Manager User Login, account managers will have a dedicated login that provides access to specific information relevant to their assigned responsibilities. On the Main Dashboard, the tiles and the listing screens throughout the system will only display details exclusively related to that account manager.
Furthermore, the Account Manager User has been granted the ability to add enquiries or applications for students, which will automatically be linked to their assigned accounts. This allows for efficient management and tracking of new enquiries or applications linked with each account manager. When accessing the Student and Applicant Dashboard screens, account managers will have the ability to view student and applicant details only. Similarly, on the Application and Enrolment Dashboard screens, account managers will only see applications and enrolments linked to their assigned accounts.
Note: The user has been given the right to upload documents from the document log screens from various platforms.
Some key changes made in this update are:
This screen aims to assist you in efficiently uploading student documents for those in the enquiry stage. To upload documents for students at the enquiry level, simply select the +Add button from the Enquiry Document Log screen.
This new icon will help you to see the student’s information altogether. This will help you to easily copy the information from this popup window to paste it in PRISMS to create CoE, so that you do not have to click on the icons separately on the profile tile to check the student’s information.
We have added a new Agent icon and delete icon under the Applicant profile tile on the Application Dashboard screen.
Agent icon will allow you to Add a new agent or edit the existing agent that is linked with the application. Delete Icon will help you to delete the linked agent.
When the system settings are turned on, the generated Student Progress Matrix report will display a separate Score column for each unit that the student is studying. This column will indicate the score achieved by the student in that specific unit.
With the Account Manager User Login, account managers will have a dedicated login that provides access to specific information relevant to that account manager.
Our mission is to build software that helps you do things more efficiently. Your input and engagement are vital in helping us improve our service and offerings for your college. We are always open to listening to your feedback.
Any questions, please feel free to reach out to us. We look forward to serving you to the best of our ability.
Please review the changes and if you would like further clarification, please contact our Support team.
A big thank you to so many of you who have been actively participating in helping us bring these new improvements to life.
Next update is due on Thursday, 1st June 2023
Note: Please alert other team members within your college if the changes outlined above affect their role or department.
Thank you for taking the time to read this post.
A new system setting has been implemented for the Student Progress Matrix report that will allow you to show a separate Score column for each unit.
When the system settings are turned on, the generated Student Progress Matrix report will display a separate Score column for each unit that the student is studying. This column will indicate the score achieved by the student in that specific unit. This enhancement to the student progress matrix report provides a comprehensive overview of each student’s performance in their respective units, allowing for a more detailed analysis of their progress.
Note: Our default settings have been configured to exclude the score column as the default selection when generating the student progress matrix report. However, if you prefer to have the score column under the report by default, we offer the option to turn on this setting for you. To do this, please contact our support team, and they will assist you in making the necessary changes to your organisation site.
We have introduced a new Document Log screen under the Burger Menu of the Prospect Entry screen for students who are still at the enquiry level. This screen aims to assist you in efficiently uploading student documents for those in the enquiry stage.
To upload documents for students at the enquiry level, simply select the +Add button from the Enquiry Document Log screen. By selecting the +Add button, you can easily upload the required documents from your system for each enquiry student
We have added a new icon under the Student/Applicant profile tiles for the overseas students. By selecting this icon, the system will open the popup window which consolidates all the student’s related information under one screen.
This will help you to easily copy the information from this popup window to paste it in PRISMS to create CoE, so that you do not have to select the icons separately on the profile tiles to check the student’s information. This new icon will help you to see the student’s information altogether.
We have added a new Agent icon and delete icon under the Applicant profile tile on the Application Dashboard screen. Agent icon will allow you to Add a new agent or edit the existing agent that is linked with the application. Delete Icon will help you to delete the linked agent.
The Main Dashboard’s Search Bar has undergone some changes. With these changes, you will be able to search for a specific student by their Primary Email address, their DOB, or by typing their last name followed by their first name, separated by a comma.
Example: If you want to search for a student whose first name is Siddharth and last name is Dugral, simply type ‘Dugral, Siddharth’ in the search bar or enter his DOB in the DD/MM/YYYY format.
Previously, when raising a new invoice for enrolment, the system allowed you to add the invoice date. However, changes have been made to the Enrolment Dashboard > Invoice screen.
A new field has been added to the Invoice summary tile called Invoice Due Date. This new feature allows you to specify a specific due date for the invoice, which can help to better manage payments and keep track of outstanding balances.
Some key changes made in this update are:
On the Student Dashboard, a new Agent Icon has been added beneath the Current and Upcoming Enrolment tile.
These icons will provide easy access to the student’s Applicant Dashboard, allowing for quick navigation to view and edit the student’s pending application.
With these changes, you will be able to search for a specific student by their Primary Email address, their DOB and, by typing their last name followed by their first name, in a particular format.
A new field has been added to the Invoice summary tile called Invoice Due Date. This new feature allows you to specify a specific due date for the invoice, which can help to better manage payments and keep track of outstanding balances.
A new column called Amount (Amt) has been added to the Application Edit Invoice Screen. This column is specifically for the Rate Based Tuition fee.
With this new feature, you can easily view the amount you will be charging based on the quantity you have selected for the rate based tuition fee.
We have added new CSV icon on the attendance listing screen which will appear in the right hand side of the student attendance listing grid.
You can simply select this icon and the system will generate the Student Attendance Grid report for you.
Our mission is to build software that helps you do things more efficiently. Your input and engagement are vital in helping us improve our service and offerings for your college. We are always open to listening to your feedback.
Any questions, please feel free to reach out to us. We look forward to serving you to the best of our ability.
Please review the changes and if you would like further clarification, please contact our Support team.
A big thank you to so many of you who have been actively participating in helping us bring these new improvements to life.
Next update is due on Thursday, 18th May 2023
Note: Please alert other team members within your college if the changes outlined above affect their role or department.
Thank you for taking the time to read this post.