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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To open the Process Online Applications/Enquiries Import window:
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Process Online Applications window key fields and buttons
Fields
Field | Description |
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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:
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Active Application | Filter the options available in the Status field drop-down list. You can select:
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Status | Filter the display by the application status. Options include:
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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 | |
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Summary | Summary of the application. | |
Application
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| Type | Type of application. For example, enquiry or future student. |
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Number | Unique number identifying the application. |
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Date | Date the application was made. |
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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. |
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Status | Status of the application. |
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AgentID | Synergetic ID of the agent responsible for the application. | |
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Billing
| Family Deposit | Whether a family deposit was paid. |
Fam Based Amt | Amount of deposit. |
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Email Address | Billing email address provided with the application. | |
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Payment
| Transaction Code | Code for the third party payment transaction. |
Response Code | Code for the third party payment response. |
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Response Text | Text provided with the third party payment response. |
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Error | Any error that occurred during the payment. | |
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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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Students area
The fields in the Students area are a superset of the fields available in the Future Student Maintenance window on the:
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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 | |||||
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| Launch the File Chooser window to load the import file. Anchor | | ||||
| O_26407 | .gif) | Load the data file selected into the grid areas in the Process Online Applications window. | ||||
O_24919 | O_24919 | .gif) | Delete the application from the grid. All students in the application are removed from the window. Note: You cannot delete an application once students in the application have been transferred to enquiry or future students or have been added as a community member. Anchor | | O_30161 | O_30161|
| View a read-only HTML page displaying the original application form in your default web browser. Note: The following message is displayed if there is no correlating online form. | |||||
| Set the selected student's status as Enq Student and transfer them into Enquiry Student Maintenance. See Maintaining enrolment enquiries. Note: Your organisation can configure whether this button is displayed. See StudentTransferMode configuration setting in the System maintenance manual. | |||||
O_30162 | O_30162 |  | Set the selected student's status as Future Student and transfer them into Future Student Maintenance. See Maintaining future students. Note: Your organisation can configure whether this button is displayed. See StudentTransferMode configuration setting in the System maintenance manual. | |||
O_30163 | O_30163 |  | Set the selected student's application as rejected. Anchor | | O_30164 | O_30164|
| Reinstate a student whose application status has been set as rejected. |
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