Use the Configuration tab in the Admissions module to enable the module for use by your system's users. You can also change aspects of the user interface, such as the module tab headings, and the applicant statuses that users can choose in the module.
Three tabs are available in the Admissions Configuration screen for you to configure the Admissions module:
Choose from:
- General. Use this to enable the module for use and configure Admissions Portal settings.
- Customisation. Use this to change basic module interface settings, such as the tab header titles.
- Statuses. Use this to choose statuses that can be used to categorise applicant records.
Using the General Tab
Use the General tab to enable the Admissions module. You may wish to disable access to the Admissions module if it is not currently in use by your school.
To activate the Admissions module, follow the steps below:
- In the Admissions module, select the Configuration tab.
The Admissions Configuration screen is displayed when you first select the Configuration tab:
- Select the General tab.
In Use Admissions Manager, select 'Yes' to start using the module.
Use the Enable Portal Tab section to setup the Admissions Portal for use:
Field Explanation Enable Portal Tab Select 'Yes' to show the Portal tab in the Admissions module and enable the Admissions Portal. Enable duplicates check Select 'Yes' for any duplicate admission entries to flag up when entered into the Admissions Portal. Rest API Key Select the REST API key you want to assign to enable application forms in the Admissions Portal. Further procedures must be followed for the Admissions Portal to operate as expected. See Setting Up the Admissions Portal for more information.
- Click Save Configuration when finished. To revert to previously saved settings, click Reload Configuration.
Using the Customisation Tab
Access the Customisation tab to change the tab heading names used in the Admissions module. You can also change the term used to describe applicants, the default appearance of admissions statistics and the page that the user is re-directed to after adding a new applicant.
To customise the Admissions user interface, follow the steps below:
- In the Admissions module, select the Configuration tab.
The Admissions Configuration screen is displayed when you first select the tab. - Select the Customisation tab. An example of the tab is shown below:
- Complete the fields in the Tab Management section to specify the tab heading titles.
- Use the Module Terms section to specify the singular and plural terms used to describe an Applicant within the Admissions module. Your selection for Single Applicant Term also changes the term used in the Applicant tab heading title.
- The Admissions Statistics Report drop-down list is currently not in use.
- Use the drop-down list in the Follow on Section field to select the page that opens after a new applicant enquiry has been saved. This is a useful prompt for further information to be added to an applicant record.
- Click Save Configuration when finished. To revert to previously saved settings, click Reload Configuration.
Using the Statuses tab
Use the Statuses tab to manage the list of Admissions Status that can be applied to applicant records. Statuses can be activated and deactivated for use from this screen.
The list of Accepted Statuses can only be added to directly from an applicant record. See General Applicant Details for more information.
To change the availability of applicant statuses, follow the steps below:
- In the Admissions module, select the Configuration tab.
The Admissions Configuration screen is displayed when you first select the tab. - Select the Statuses tab. An example of the tab is shown below:
- Click on a status name to change the status' availability in the module:
indicates that the status is available for selection.
indicates that the status is unavailable for selection and is not in use.
Your changes are automatically saved.