Use the Process Online Applications/Enquiries Import window to import applications and enquiries made through an online program. For example, through a page on your organisation's website.
Note: Applications must be in a specific format to be imported. See Creating importable application files in the System maintenance manual.
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Process Online Applications window key fields and buttons
Fields
Field | Description |
|---|---|
Online Application Location | Folder location where the application file is stored. |
File Name | Name of the selected application file. |
Application Type | Filter the display by application type. Options include:
|
Active Application | Filter the options available in the Status field drop-down list. You can select:
|
Status | Filter the display by the application status. Options include:
|
Application ID | Filter the display by the ID number for the application. |
Application area
Grid area fields
Note: Optional fields are used depending on your organisation's online payment process.
Field | Description |
|---|---|
Summary | Summary of the application. |
Application
| Type Type of application. For example, enquiry or future student. |
Number Unique number identifying the application. | |
Date Date the application was made. | |
Amount The enrolment deposit amount. Note: Cash receipts can be generated automatically for enrolment deposits created through the online application process. See Synergetic Financial Configuration - Enrolment Deposits tab in the Finance manual. | |
Status Status of the application. | |
AgentID Synergetic ID of the agent responsible for the application. | |
Billing
| Family Deposit Whether a family deposit was paid. |
Fam Based Amt Amount of deposit. | |
Email Address Billing email address provided with the application. | |
Payment
| Transaction Code Code for the third party payment transaction. |
Response Code Code for the third party payment response. | |
Response Text Text provided with the third party payment response. | |
Error Any error that occurred during the payment. | |
Counts
| Attachments Number of attachments provided with the application. Note: You need to set a SynergyMeaning of OnlineApplyAttach against a record in the luDocumentClassification lookup table to import application documents. See luDocumentClassification lookup table in the System maintenance manual. |
Activities Activities provided with the application. |
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- Contacts tab of Future Student Maintenance. See Future Student Maintenance - Contacts tab in the Community manual.
- Name tab of Community Maintenance. See Community Maintenance - Name tab in the Community manual.
- Home address tab of Community Maintenance. See Community Maintenance - Home Address tab in the Community manual.
- Occupation tab of Community Maintenance. See Community Maintenance - Occupation tab in the Community manual.
- Phone tab of Community Maintenance. See Community Maintenance - Phone tab in the Community manual.
Buttons
Button | Description |
|---|---|
| Launch the File Chooser window to load the import file. |
| Load the data file selected into the grid areas in the Process Online Applications window. |
| Delete the application from the grid. All students in the application are removed from the window. |
| Set the selected student's status as Enq Student and transfer them into Enquiry Student Maintenance. See Maintaining enrolment enquiries. |
| Set the selected student's status as Future Student and transfer them into Future Student Maintenance. See Maintaining future students. |
| Set the selected student's application as rejected. |
| Reinstate a student whose application status has been set as rejected. |
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