Use the Custom Groups option to view the custom groups associated with an applicant. Custom Groups are groups of applicant and pupil records. Use this option to add applicants to previously created groups. You can then search for applicant records and forward information regarding open days, etc.
Custom Groups are managed from the Custom Group Manager tab in the Pupil Manager module.
Access the Custom Groups option in an applicant record from the menu to the right of the screen.
Choose to:
Add an Applicant to a Group
Use the Custom Groups option to add an applicant to a custom group. Applicants can be added to custom groups that have been previously created using the pink drop down list from the Applicant tab.
See Add Pupils to a New Custom Group for information on creating and populating a new custom group.
To add an applicant to an existing custom group, follow the steps below:
- In the Admissions module, select a records tab:
- Search and select an applicant record to work with and select Custom Groups from the right hand menu.
The Custom Groups screen is displayed:
- Click Add To Group. A popup window is displayed:
- Select a Custom Group from the drop down list.
- Click Save To Selection.
You are prompted when the group is saved. - Click OK to return to the Custom Groups screen.
Remove an Applicant from a Group
Use the Custom Groups option to remove an applicant from a listed group. Use this should an applicant be added to a custom group in error.
To remove an applicant from a custom group, follow the steps below:
- In the Admissions module, select a records tab:
- Search and select an applicant record to work with and select Custom Groups from the right hand menu.
The Custom Groups screen is displayed: - Click
by the group you wish to remove the applicant from.
A popup window is displayed. You are prompted Are you sure you want to delete this item? - Click Yes.
The applicant is removed from the custom group. This is recorded in the Custom Groups screen.