Daily Tasks
Daily tasks refers to processes that must be performed by marketing staff on a daily basis. Take note that the tasks in this article do not necessarily match the SOP of a campus.
As a marketing staff, they are responsible to manage prospect and perform marketing activities. The list of tasks are like so:
- Generate admissions letter – Letters generated by the system will write the applicant’s name, home address and IC no (among many other things) for you.
-
Apply on behalf of applicants – Staff can make an application on behalf of applicants and prospect through staff portal.
-
Submit application form – Staff can submit application form on behalf of prospects.
-
Process application – Staff can decide whether applicant is eligible or not eligible to enrol.
-
Accept offer to enrol on behalf of applicant – Staff can accept or decline enrolment offer on behalf of applicants.
-
Register applicants – Once an enrolment offer has been accepted, staff would have to register applicants so they can become Active students.
-
Update student information – Staff can update student and applicant information in case updates are necessary.
-
Update student supporting documents – Staff can update student and applicant supporting documents when necessary.
-
Update student contacts – Staff can update student contacts when necessary.
- Update student past education background – Staff can update student past education background when necessary.
- Perform semester registration – Staff can perform semester registration.
- Change status of multiple students at once – Staff can change the status of multiple students at once. This feature is meant for graduates.
- Add student remarks – Staff can add notes regarding a student.
Initial Setups Checklist
In Sqayy CMS, a single module such as Admissions is dependent on how other modules were configured. This means that the settings in General, Academic, Finance and etc are related to how well the admissions module can function. As an integrated system, user needs to perform initial setups that are not in Settings > Admissions before admissions module can be rolled out.
Refer to the table below for the initial setups that must be completed in the correct sequence before user can proceed with using admissions module.
Directory | Feature | To Do | Checkbox |
Settings > Academic | Faculty |
|
|
Settings > General | System Preference |
|
|
Organization Information |
|
||
References |
|
||
Phrase |
|
||
Access Level |
|
||
Staff |
|
||
Barring |
|
||
Settings > Admissions | Document Types |
|
|
Letter Templates |
|
||
Student ID |
|
||
Application Form |
|
||
Education Level |
|
||
Settings > Academic | Grading Scheme |
|
|
Courses |
|
||
Programs |
|
||
Document Checklist Revision |
|
||
Study Plan |
|
||
Settings > Finance | General |
|
|
Account Types |
|
||
Taxes |
|
||
Course Price |
|
||
Notification |
|
||
Payment Method |
|
||
Bank |
|
||
Approver |
|
||
Academic |
|
||
Sponsor Status |
|
||
Sponsor |
|
||
Online Payment |
|
||
Adjustment Type |
|
||
Academic Session Billing Date |
|
||
Transaction Types |
|
||
Penalties |
|
||
Chart of Accounts |
|
||
Fee Structure |
|
||
Instalment |
|
||
Fines |
|
||
Admissions | Intakes |
|
|
Academic Sessions |
|