The lookup data menu allows you to manage lookup data in drop down lists such as “Note Types”, “Attendance Codes” or “Marketing Sources”. Navigate to Settings -> Lookup Data When clicking on a lookup data area, you will notice that some lookup data is locked for editing. Those are used by the system to perform …
Tag: settings
7 – Custom Fields
On this page: Custom Fields Navigate to Settings -> Custom Fields
6 – Organizations
“Organisations” refers to external parties affiliated with your institution. These may be employers, agencies, other educational institutions, etc. Navigate to Settings -> Organisations To add an organisation, click “Add Organisation” at the top right of the index page. Fill in the form and save your new organisation by clicking “Save Organisation”. To edit an organisation, …
5 – Contacts
Contacts are individuals who are not students but play a relevant role in a student’s life. They can be managers, parents, agents etc. Contacts you create and maintain can later be added to students as a stakeholder or linked to an organisation in SELMA. They may also get a stakeholder portal login. Navigate to Settings …
4 – Integrations
SELMA offers integration with a variety of software solutions including Microsoft 365, Xero and Salesforce. Our flexible integration capabilities ensure your data flows smoothly across your tech ecosystem. For further details, check out Integrations section on this Resource Centre or get in touch with us via support@selma.co.nz to explore the full range of available integrations …
2 – Campuses
On this page: Campuses Navigate to Settings -> Campuses Here you can add campuses information for your school to view and manage them all in one place. Add Campus Click ‘Add Campus’ on the top right to fill in the details of the campus you want to add. We recommend using a three-letter campus code …
1 – School Details
On this page: School Details Navigate to Settings -> My Organisation Your school will be setup by a SELMA consultant. However, you can make changes to your school by clicking on the edit button. If you use SELMA in the multi provider mode, the menu item under settings will be called Providers and when clicking …
3 – Security Tips
On this page: Security Settings Navigate to Settings -> Security The security menu is used to set how users will log in to SELMA. A consultant would have set this up for you in the beginning, however, you can make changes to this if you e.g. prefer that all users have to login via 2FA …
9 – User Setup and Privileges
On this page: Users Navigate to Settings -> Users SELMA has three base types of users with the following privileges: User Type Privilege TEACHER (Tutor) A teacher can mark components and attendance for students who are enrolled in an intake assigned to them. A teacher can also create notes against a student assigned to them …
3 – SELMA Layout & Dashboards
On this page: Home Screen and Top Navigation SELMA’s layout is streamlined and easy to navigate. When you log into your SELMA account, the homepage displays a dashboard as demonstrated on the image below. The left side of this screen provides insights into key performance indicators, while the right side displays cards that allow dynamic …