In this lesson, you will gain an understanding of how the CoE Expiring (Next 30 Days) Alerts screen works in TEAMS and how it helps users monitor enrolments linked to a Confirmation of Enrolment (CoE) that is due to expire within the next 30 days.
By the end of this lesson, you will understand:
- what the CoE Expiring (Next 30 Days) Alerts screen is used for in TEAMS
- how the screen identifies enrolments with a CoE end date falling within the next 30 days from today’s date
- how the screen is divided into the Filters or Parameters section and the CoE Expiring Listing Grid
- how users can adjust the start and end dates in the filter section to define the reporting range
- how the screen also displays CoE Expired and Overall CoE Expired counts for quick reference
- what enrolment details are shown in the listing grid, including student details, enrolment details, CoE dates, visa dates, student progress, attendance, and outcome information
- how the student number and enrolment number can be selected to open the relevant dashboards
- how users can perform actions such as creating contact logs, sending emails, or sending SMS messages from the action column
- how the listing data can be exported using the CSV download option
- how multiple records can be selected for bulk actions using the burger menu
- how bulk actions may include tasks such as printing letters for selected students
- how these alerts are generated from the data entered in the student’s Visa or CoE records
- how users can update CoE dates and related visa information from the Visa Details screen in the Student Dashboard
IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.