Note: Before setting-up a Xero integration, the SELMA team have to activate Xero and configure your instance. If you need assistance with this, please contact us on support@selma.co.nz. Go to Settings –> Integrations and click View – Then click on the “Request Xero Token” button – please make sure that you are logged out of Xero in your browser, …
Bulk Import Students Complete Instructions to bulk upload students can be viewed on the SELMA Wiki here Offer of Place Comments A new field has been added to Student and Intake sections. They can be found here – Student -> Miscellaneous tab Intake -> Intake tab These fields can be used in communication templates as …
SELMA comes with very reporting capabilities. These reports can be edited by yourself, added to and expanded as required to suit your educational needs. Alternatively, you can request changes to these reports by emailing the SELMA team at support@selma.co.nz with details of what you want changed in which report. Most of these reports can be …
Record a MAC Visit MAC visits can only be recorded and sent from the students’ enrolment. Go to the Event Log tab and create a new note of type MAC Visit as shown below. This will send a MAC visit message to the ITR upon clicking the “Add Event” button. If you delete the event …
Manage Messages in the ITR Reporting Screen To navigate to the screen below, go to Reporting -> ITR. This is the central screen that shows all the messages going to the ITR and their responses. It is an extremely helpful screen to see what is awaiting a response, has validation errors or was processed successfully: …
Delete an ITR Enrolment In an ITR enrolment, click on Edit then click on the red Delete button on top right. A dialog window will pop up to choose the reason for the deletion. Once the message is confirmed, the enrolment will be deleted both from SELMA and the ITR:
Withdraw Training Agreement When the learner ceases training with the employer and does not intend to continue training at any time in the future, the training agreement should be withdrawn. Withdrawing the training agreement will cause all ACTIVE, GRACE, HOLD or PENDING programme enrolments to be withdrawn and the training agreement status set to FINISHED. …
The ITR determines whether a programme enrolment is to be COMPLETED or not. This process is done on a daily basis through the ITR completions service. It runs at approximately 5am each morning. ITR enrolment cannot be completed in SELMA until is completed in ITR. Once a student has achieved all components in an enrolment, …
Transfer Enrolment to New Programme Version The process of transferring enrolments to the new program version is straightforward: Navigate to the enrolment associated with the old program version and edit it. After making the necessary edits, select the “Send Transfer Programme Version” link from the Enrolment Action button. This action will trigger the transfer process. …
New programme versions are required when the credit value, the nominal duration or the target qualification number, strand or version changes. In registering a new version of a complex programme, the sub-programmes must have the same programme number as previous versions. The sub-programme versions may differ. The only field that can be changed on a …
