3 – 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 name of the student you wish to keep (i.e. use as the main record going forward):

A warning screen will pop up for you to confirm the action – click on Continue and the process is finalised.

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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 …

4 – Upload Photos

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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. …