The SMS Template screen displays a grid containing a list of all available SMS templates. To locate a specific template, you can enter its code or name in the search field. The search function will return any matching results that match your criteria. Additionally, you can edit a template by selecting the edit icon located under the Actions column in the grid. This will allow you to make changes to the template’s content, format, or other details.
This screen provides you with the ability to view all the users that have been previously created in the system. You can easily search for a particular user by using their login name or username. If you want to limit your search to only inactive users, you can check the ‘Include Inactive Users’ box before clicking on the Apply button. This will filter the results and show you only the inactive users.
To add a new user to the system, you can select the +User button located at the top right corner of the screen. This will take you to the User Entry Screen where you can input the necessary information and create a new user account.
An audit log is an essential feature of our software that requires the maintenance of a detailed record of all new entries or changes made. This screen provides a way to track all activities that you perform on a screen, including modifications, additions, and deletions. Audit logs can be critical for a wide range of purposes, such as security, compliance, and troubleshooting.
Where can I see the Audit Log?
The Audit log screen is available on all entry screens of TEAMS where you can enter or modify data. This log can be accessed by selecting the icon located on the top right side of each screen. Once selected, you are directed to the Audit log screen where you can view all the new entries or changes made by yourself. This screen is helpful for tracking all user activity within a system, including additions, modifications, and deletions. You can easily see which user made specific changes, the date the changes were made, and the exact time the changes occurred.
Filters on the screen
There are three filters on the screen.
The Audit log screen provides filters that allow you to search for specific data based on various criteria such as start and end dates and descriptions. The screen is helpful in situations where you need to quickly locate a particular entry or modification made within the system. To use the filters, you simply need to select the desired search criteria and select the Apply button. The system will then display only the data that meet the specified search criteria.
Main Dashboard > System Admin menu > Email Template
IMPORTANT – We believe that staying informed about the latest developments in our software is vital for optimising your experience and maximising the benefits of using our system. To view the latest updates and modifications on the Email Template Welcome screen and Email Template Entry screen, we kindly request you to navigate to the History icon showing above. By selecting this icon, you will gain access to a detailed log of all the recent changes made to the software.
The Email Template Welcome screen serves as the hub for crafting email templates tailored for various entities within the system, such as Applicants, Applications, Students, Enrolments, Agents, and more. On this screen, you will encounter a comprehensive list of templates presented in a grid format, showcasing those already existing in your system. For efficient navigation, the search functionality is at your disposal. Should you require a particular email template, you can swiftly locate it by entering either its code or name into the designated search field.
Furthermore, the process of template customisation is seamless. By selecting the edit icon located within the Actions column of the grid, you gain direct access to modify a template as needed. This user-friendly interface empowers you to create, locate, and refine email templates to effectively communicate across various aspects of your system.
Main Dashboard > System Admin Menu > SMS Template Screen > + SMS Template Button
An SMS template entry screen allows users to create or edit templates for sending SMS (Short Message Service) messages. It typically provides a text Message input field where you can compose the content of the message template. The screen also enables you to save commonly used or frequently sent messages as templates for quick and easy access.
This screen is accessible from the SMS Template Welcome screen and once you select the +SMS Template button, it will take you to the Email Template entry screen.
Below is the Explanation of the fields on the Email template screen
Fields
Explanation
SMS Title
This is a mandatory field and this field will be visible in the sent SMS
Template Type
This field will allow you to decide as to where you want to apply this template i.e students, enrolments, agents etc.
Available Fields
Depending upon the Template Type parameter, this field will show you merge fields accordingly. If you select student as the template type then it will show you the student’s merge fields only.
Marketing SMS
Select this Option to mark this SMS template as a Marketing SMS template
Default Sender
You can select the default sender of this SMS template here
Main Dashboard > System Admin Menu > Email Template Screen > + Email Template Button
IMPORTANT – We believe that staying informed about the latest developments in our software is vital for optimising your experience and maximising the benefits of using our system. To view the latest updates and modifications on the Email Template Entry screen, we kindly request you to navigate to the History icon from the Email Template Welcome screen. By selecting this icon, you will gain access to a detailed log of all the recent changes made to the software.
The Email Template Entry screen refers to the screen where you can create or edit email templates. It is typically a part of an email marketing or communication platform that allows you to design and customise pre-designed email templates for various purposes such as newsletters, transactional emails, or student support communications.
It provides a visual editor or a form-based interface where you can modify the content, layout, and styling of the email template. You can also add and format text, insert images or multimedia content, customise colours, fonts etc.
This screen is accessible from the Email Template Welcome screen and Once you select the +Email Template button on the screen, it will take you to the Email Template entry screen.
Below is the explanation of the fields on the Email Template Entry screen
Fields
Explanation
Email Title
Email Title will only be visible to TEAMS users. Please note, the email title cannot be left blank as it is a mandatory field.
Email Subject
This is the Subject line of the email which will be visible to the students/enrolments. Please note, the email title cannot be left blank as it is a mandatory field
Template Type
You will see different objects (such as students, enrolment, agent etc) under the drop down of this field and based on your requirements you select one template at a time to create the email template.
Available Fields
Depending upon the Template Type parameter, this field will show you merge fields in the Available fields accordingly. If you select student as the template type then it will show you the student’s merge fields only.
Add Button
Upon selecting the merge fields you can select this button to add in the message box.
Marketing Email
Upon selecting the merge fields you can select this button to add to the message box.
Default Sender
This field will allow you to add the name of the default sender
Attach Files
If you wish to attach files to your email template then you can it be selecting the attach files button.
On this screen, there is a grid below which displays all the classrooms that have been created. You can search for specific classrooms by entering the classroom code or name in the search bar and selecting the campus from the dropdown menu. Once you have entered your search criteria, click on the apply button and the grid will display the classrooms that match your search.
If you want to add a new classroom, you can simply select the +Classroom button and which will take you to the Classroom Entry Screen. This makes it easy to manage and organise your classrooms in one place.
Main Dashboard > System Admin menu > Classrooms > +Classroom Button
To create a new classroom, you need to select the +Classroom button. This will take you to the Classroom Entry Screen, where you will be required to select the appropriate classroom code and name, along with other relevant details that need to be filled in. It is essential to ensure that you enter the correct classroom code and name to avoid any confusion later on.
Below is the table that will explain the fields on the classroom entry screen:
Fields
Explanations
Classroom Code
This is a mandatory field and cannot be left blank
Classroom Name
This is a mandatory field and cannot be left blank
Classroom links to all campuses
If you have multiple campuses then you can select this tick box to link classes to all the campuses
