Past Student Maintenance - Activity tab
Use the Activity tab to:
- View activities created when the student was a future or current student. For example, you can view the open day activities and interview-related activities that occurred.
- Add activities for the past student, such as:
- recording tertiary qualifications
- sending invitations for Parents and Friends meetings
- sending invitations for reunion activities
- Maintain activities for the past student.
If the activity record is displayed in:
- italics, a follow up has been set up for the activity
- bold, the follow up is overdue.
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.
Past Student Maintenance - Activity tab key fields and buttons
Fields
Field | Description |
---|---|
Activity | Filter activities displayed in the grid. |
Grid area fields
Field | Description |
---|---|
Activity | Identifier for the activity planned. |
Date | Date the activity is scheduled for. |
Status | Status of the activity. For example:
|
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:
|
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 |
---|---|
Add an activity for the prospective student. See Creating activities (Past students). | |
Modify the highlighted activity. See Modifying activities (Past students). | |
Delete the selected activity. | |
Print a report for the selected activity. For example, an offer letter.
|