This screen allows you to create automated system actions in the system. Please see the below table that will show you the explanation of each filter presented on this screen.
Please note that the dropdown on this is user code and one can create them from the User Code Screen in the System. If you still have queries, please contact our support team.
| Fields | Explanation |
|---|---|
| Department | If you have created departments such as Finance, Marketing, Academic, Compliance or any other based on your requirement then this dropdown will show accordingly. |
| Automated Process | Based on the department selected, this dropdown will show you the options accordingly. |
| Campus | If you have more than one campus then this dropdown will show you the list of all your campuses. You can select the desired campus. Please note – you can only select one campus at a time. |
| System Action Name | Type in the appropriate System Action Name in this field. |
| Active | Select the Active tick box to make the action active. Please make sure to select this tick box to see this entry as active in the system. |
| Action Rule | Based on the Action rule you have created from the User code screen, it will be visible here. for example, if you have No. of days before the Start Date(Enrolment Start Date) as an option upon selecting, it will show you another dropdown as # of days before Start date. |
| # of days before Start date | Here you need to enter the number value. For example – If you have added the number value as 5 then the system will automate this action 5 days before the enrolment start date. |
When all the above steps are done, you need to select the Save button on the right hand side of the screen to save the record.
If you have any queries, please do not hesitate to contact us on 1300 85 05 85 or email us on support@rtosoftware.com.au