SELMA has introduced a new feature that allows users to link an account manager to a student. This feature is accessible both from the Student Index grid and within individual student records. Assigning an Account Manager from the Student Index: In the Student Index grid, a new column titled “Assigned Manager” displays the current manager. …
6Students & Enquiries
10 – Compliance
NZ Compliance To ensure a smooth SDR processing, add all the relevant NZ Compliance information on this tab. If it is not a reported student, you can leave this section blank. For this section, please pay particular attention to the schooling information as this is key for SDR reporting purposes. Ministry of Education Exemption Note …
7 – Contact Details
Contact Details In the contact details tab you can add a phone number and email address. It is important here to input the correct contact information, especially if the student is an international student. For international students, be sure to clearly indicate what “type” of address it is. If it is their home address in …
9 – Events
Event Log The event log is the home for notes, tasks, alerts, and other system or user-driven events with relation to the student. This shows the history of what’s been added, changed, or deleted in that specific enrolment. This is particularly important when trying to figure out why information has been altered. You can also …
8 – Documents
Documents You can upload documents against a learner such as passport copies or a scanned enrolment form. To add new documents to the student, click on the blue ‘Edit Student’ button and then drag and drop documents into the dashed drop area or click in the drop area to select files from you file explorer. …
6 – International Students
International Students The “International Student” tab allows you to enter all information relevant to international students. Go to the “Other Organisation” section to create Agents, Medical Insurers and Homestay providers which can then be chosen in the drop-down lists of this tab: A few of these fields are reliant on you first setting up the …
3 – Upload Photos
Bulk Upload of Student Photos With this functionality, SELMA users can bulk upload student photos to the relevant student’s record which will update their student display picture in SELMA. From the SELMA dashboard, click “Students” and then “Upload Photos”. Then click “New Batch”: Give the batch a name, and then use the “Upload photo(s)” section …
02 – Create and Edit Students: Student Details
Create Student To create a new student, navigate to Students -> Manage Students, and then click the “Add Student” button on top of the Student Index (Grid) or use the Quick Access menu item “Add Student” If you use the NSI interface or have a CRM integration – this is where you can click the …
5 – Merge Students
Merging Students Students -> Merge Students If you wish to merge two students select the ‘Students’ Tab from the top nav bar, and then click on ‘Merge Students’ from the drop-down menu. You will be presented with the option to provide the User ID of the student you wish to merge (i.e. delete) and the …
4 – Manage Students
Manage Students ‘Manage Students’, allows you to search for students in your organisation. If you have not created a student yet, please refer to the “Create / Edit Student” section. To manage a student, look at the top of the screen and find the ‘Students’ field. You will find a table with all of your …