Use the Activity tab to:
- View activities created when the student was a future student. For example, you can view the open day activities and interview-related activities that occurred.
- Add activities for the current student. For example, you may have activities that are required at the start of the student's time at your organisation, such as:
- recording agent communications, if you use agents to enrol students
- determining the immigration status of the student
- sending orientation letters and reminders
- recording whether passport details have been received
- issuing private guardianship letters
- requesting accommodation for 'out of town' students.
- Maintain activities for the current student.
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Additional uses of the Activity tab
You can use a database query or a stored procedure to list all the people who have the Mail Rqst (request) flag set. For example, this can be used in mail merges with Microsoft Word.
The crspFutureActivityPrint stored procedure has the advantage that in addition to retrieving key activity data it also updates fields to indicate when the letter was printed (Mailed Date) and by whom (Mailed By). See Using stored procedures to retrieve Synergetic data in the Extracting data manual.
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Current Student Maintenance - Activity tab key fields and buttons
Fields
Field | Description |
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Activity | Filter activities displayed in the grid. |
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Field | Description |
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Activity | Identifier for the activity planned. |
Date | Date the activity is scheduled for. |
Status | Status of the activity. For example:
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Name | Person in your organisation who is responsible for the activity. |
Follow Up / | Indicates if a follow up is required and if so, the date the follow up is scheduled for. |
Comment | Notes regarding the follow up. |
Mail Rqst / | Indicates if a mailed request is required and if so:
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Activity ID | Unique number identifying the activity. |
F'Up ID | Unique number identifying the follow up to the activity. |
Created By | User ID of the user who created the activity. |
Buttons
Button | Description |
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| Add an activity for the prospective student. |
| Modify the highlighted activity. |
| Delete the selected activity. |
| Print a report for the selected activity. For example, an offer letter.
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