Using the Additional Information Menu > Applicant Agency Details

Use the Agencies & Schools option in an applicant record to log agency and other school details. This is useful for recording admissions information such as competing schools and admissions agencies that introduced the applicant to your school. You can also log information about the applicant's Current School and Education History.

Choose to:

• Add agency details.
• Add current school, reference and entrance interview details.
• Add an applicant's school history.
• Add competing school details.

Add Agency Details

Use the Agencies & Schools option in an applicant record to log details of the agency who introduced the applicant to your school. This is useful for overseas applicants and is linked to both the Marketing tab in the Admissions module and the Agent Manager module.

To log agency details, follow the steps below:

1. In the Admissions module, select a records tab:
   
2. Search and select an applicant record to work with and select Agencies & Schools from the right hand menu.
3. Select the Agencies tab:
   
4. Select an agency from the drop down list displayed.
5. Click Save Record.
   The agency details and any agreed charges are displayed in the applicant record.

Click  to delete agency details, if required.

Add Current School Details

Use the Agencies & Schools option in an applicant record to log details of the applicant's current school. You can also add current school reference request and entrance interview information as required. This is useful when updating the applicant record as they progress through the admissions process.

To add current school details, follow the steps below:

1. In the Admissions module, select a records tab:
   
2. Search and select an applicant record to work with and select Agencies & Schools from the right hand menu.
3. Select the Current School tab:
   
4. In the Current School field, either:
   1. Click  and enter the applicant's current school name in the window displayed.
   2. Select the applicant's current school from the list displayed.

   3. Click ok to return to the Current School tab.
      or
      Click  to add a school if the current school is not listed. This is a shortcut to the Other Schools module.

      • Click  to remove the school from the field. This is useful should you select a school in error.
      • Click  to view contact information for the selected current school.

5. Complete the Reference Information section:

   Field	Explanation
   Ref Requested	Enter the date that a reference request was sent to the applicant's current school.
   Ref Received	Enter the date that a reference is received from the applicant's current school.
   Learning Support Rec	Select whether the applicant requires learning support.

6. Complete the Interview Information section:

   Field	Explanation
   Interview Date	Enter a date for the applicant's school interview.
   Interview Time	Enter a time for the applicant's school interview.
   Interview Notes	Use this field to add any notes taken during the applicant's interview.

7. Click Save Record when finished.
   Current school, reference and interview information are displayed in the applicant record. The applicant's current school information, such as contact details and school structure, is listed in the Current School tab.

Add School History

Use the Agencies & Schools option in an applicant record to log details of an applicant's former schools. Use this to record the schools that an applicant has previously attended and their reasons for leaving.

Access an applicant's school history from the Education History tab. From here you can:

• Add schools to the School History.
• Edit school history entries.
• Delete school history entries.

Add Schools to the School History

To add a school to an applicant's school history, follow the steps below:

1. In the Admissions module, select a records tab:
   
2. Search and select an applicant record to work with and select Agencies & Schools from the right hand menu.
3. Select the Education History tab:
   

4. Complete the Add School History section:

   Field	Explanation
   Start Year	The date that the applicant first entered the school.
   End Year	The date that the applicant left the school.
   Leave Reason	Select the applicant's reason for leaving the school.

   • Click to use the calendar function to select a date, this saves time.
   • The Use just Year checkboxes are currently not in use.
5. In the Previous School field, either:
   
   1. Click  and enter the applicant's previous school name in the window displayed.
   2. Select the applicant's previous school from the list displayed.
   3. Click ok to return to the Education History tab.
      or
      Click  to add a school if the previous school is not listed. This is a shortcut to the Other Schools module.
6. Click Save Record when finished.
   The school is listed in the School History section of the Education History tab. You can then edit or delete the school entry from the applicant record, as required.

Edit School History Entries

Edit school history entries from the list in the Education History tab, as required.

To edit school history entries, follow the steps below:

1. In the Admissions module, select a records tab:
   
2. Search and select an applicant record to work with and select Agencies & Schools from the right hand menu.
3. Select the Education History tab:
   
4. In the School History section, click  by the school entry you wish to edit.
   The Edit School History window is displayed:
   
5. Edit the Start Year and End Year, as required.
6. In the Previous School field, either:
   1. Click  and enter the applicant's previous school name in the window displayed.
   2. Select the applicant's previous school from the list displayed.
   3. Click ok to return to the Edit School History window.
      or
      Click  to add a school if the previous school is not listed. This is a shortcut to the Other Schools module.
7. Click Save when finished.
   The amended school entry is listed in the School History section.

Delete School History Entries

Delete school history entries from the School History section, as required. Use this to remove school history entries that have been made in error.

To delete school history entries, follow the steps below:

1. In the Admissions module, select a records tab:
   
2. Search and select an applicant record to work with and select Agencies & Schools from the right hand menu.
3. Select the Education History tab:
   
4. In the School History section, click  by the school entry you wish to delete.
   A popup window is displayed. You are prompted Are you sure you want to delete this record?
5. Click Yes.
   The selected school entry is removed from the applicant record.

Add Competing School Details

Use the Agencies & Schools option in an applicant record to log details of the schools that an applicant has also applied for entry. This is useful for assessing your school's competition for applicants.

To add competing school details, follow the steps below:

1. In the Admissions module, select a records tab:
   
2. Search and select an applicant record to work with and select Agencies & Schools from the right hand menu.
3. Select the Competition tab:
   
4. Enter Competition Notes in the text field. You can use this to record comments about other schools that the applicant has applied for.
5. In the Add Competition section, specify a Competition Rank for the competing school to be added to the applicant record.
6. In the Competition School field, either:
   1. Click  and enter the competing school name in the window displayed.
   2. Select the competing school from the list displayed.
   3. Click ok to return to the Competition tab.
      or
      Click  to add a school if the competing school is not listed. This is a shortcut to the Other Schools module.
7. Click Save Record when finished.
   The competing school is listed in the Competition History section.

Click  to delete competing school entries from the Competition History section, if required.