What are Completion Rules? Conditions Actions What are Completion Rules? Completion Rules are automated rules that can be run in your SELMA instance to automate many different tasks, they will have a list of Conditions that need to be met and a list of Actions that will run and you can have many Completion Rules …
To create a new class in SELMA navigate to Intakes -> Manage Classes Jump ahead: Creating A Class To start setting-up click on Create Class Enter Class Details and remember to click on slider to indicate that class is active. Once complete click on Add Class All classes can be viewed on the Class Index …
SDR Changes SELMA has implemented a new feature and introduced new fields to align with the latest DXP SDR. Below is the summary of the field changes in the DXP SDR. For detailed specifications and implementation guidelines, please refer to the official TEC documentation at Data Specifications for the Single Data Return – Data System …
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. …
