Once you have opened a pupil record in the Pupil Manager module, use the Asst and Fees tab in a pupil record to view and manage reference, interview and fee details.
- This tab may contain Custom Fields.
- Use the AutoComplete checkbox in the top of the screen for fields to capitalise automatically as you complete them. Uncheck the AutoComplete box to override automatic capitalisation.
To amend the information in the Asst and Fees tab:
- In the Pupil Manager module, select a pupil records tab:
- Search and select a pupil record to work with and select the Asst and Fees tab:
Complete the Reference Information section:
Field
Explanation
Ref Requested
Enter the date that a reference request was sent to the pupil's former school. A reference request can only be sent from the Applicants tab.
Ref Received
Enter the date that a reference is received from the pupil's former school.
Learn Support Rec
Select whether the pupil requires learning support.
- Click
Update Data to save the new data. Complete the Interview Information section:
Field
Explanation
Interview Date
Enter a date for the pupil's school interview.
Interview Time
Enter a time for the pupil's school interview.
Interview Notes
Use this field to add any notes taken during the pupil's interview.
- Click Update Data to save the new data.
Complete the Registration and Entrance Fees section:
Field
Explanation
Registration Fee Date
Enter a date of receipt for the pupil's registration fee.
Registration Amount
Enter the amount of registration fee that is received.
Fee Signatory
Enter the name of the person who agreed the registration fee amount.
Entrance Fee Date
Enter a date of receipt for the pupil's entrance fee.
Entrance Fee Amount
Enter the amount of entrance fee that is received.
Fee Signatory
Enter the name of the person who agreed the entrance fee amount.
Courier/Exam Fee Date
Enter a date of receipt for the pupil's exam fee.
Courier Exam Amount
Enter the amount of the exam fee that is received.
Fee Signatory
Enter the name of the person who agreed the exam fee amount.
- Click Update Data to save the new data.