Enrolment Dashboard

In this lesson, you will learn:

• How the Enrolment Dashboard uses tiles to provide a quick summary of enrolment information and allow access to detailed screens.
• How the Enrolment Profile tile displays key enrolment information such as campus, program code, enrolment start and end dates, and linked timetables.
• How to perform enrolment actions including starting, finishing, or cancelling an enrolment.
• How to access important features from the profile tile
• How the Enrolment Details tile provides detailed information through four tabs (Details Tab, Compliance tab, Result tab, Attendance tab).
• How the Enrolment Financial tile provides a summary of financial transactions related to the enrolment.
• How the Student tab shows student financial details including invoiced amounts, receipts, refunds, credits, overdue amounts, and balances.
• How the Agent tab displays financial details related to the agent, including commission, GST, and agent invoices.
• How the Document Log tile allows you to upload and store enrolment-related documents such as certificates, transcripts, and payment proofs.
• How the system also automatically stores generated documents such as offer letters and other system-generated templates in the Document Log.
• How the Communication Log tile allows you to track emails, SMS messages, and notes related to the enrolment.
• How you can also record phone calls, meetings, and other communication with the student or their agent for future reference.

IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.