Set Up Sequence

Settings

Agents

Accommodation

Price Lists

Courses (required by Price Lists)

Packages

Enquiry Documents

Enrolment Documents

Enter Enquiries

Enter Enrolments

Typical work patterns, by department:

Accommodation

1. Maintain Accommodation database

2. Print list of Students requiring accommodation - (Accommodation > Bookings)

Select Accommodation bookings report - enter criteria & Run

3. Use Class to find suitable families for students:

Match - for Accommodation Officers

The system can check for suitable matching accommodation.
Include/exclude preferences as required.
Select Matching Tab & set any variables required.
The system automatically selects a family from where the search should start, in this case Taylor.

Select your required accommodation

Alternatively, where you want to look at option for a number of students, select Accommodation Matching:

A screen similar to the selection screen above will allow selections to be made.

For the options when a student changes accommodation, see the "Bookings Accommodation" document.
Use the Accommodation schedule (chart) if it helps.

4. Merge and send confirmation document to Family

Admissions 

Daily:
Enter Enquiries
Enter Bookings - See separate documents.
Enter Booking changes
Enter Groups

Start of Week:
Statements for Direct Students (From Booking Finance screen)    
Arrivals list (for Monday morning) + collection information
Other lists ????

End of Week:
Airport pickups (provisional) - check flight details
Departures list (Crystal reports or Quick Reports)
Certificates (Quick Reports)
Airport pickups (Crystal reports or Quick Reports) - fax taxi company.

Periodic:
Maintain Agent database
Price/Course list updates
Document maintenance 

Academic

Start of week:
Classing system
Registers

Periodic:
Maintain Teachers database
Maintain Classes
? Use teacher database as mailing list

Accounting

Daily:
Update direct student balances (bottom line accounts menu)
Enterprise - post cash
If Class Ledger is in use, post receipts, chase for money.

Weekly/Periodic:
Statements - Agents
Aged Debts
HF Payment run
Enterprise Reconciliation - Say monthly
Batch invoice print - check any non printed items
Unprinted invoices print - check any non printed items

Management

Periodic:
Arrivals/Departure list (Admissions > Starters/Leavers)

Marketing

Periodic:
Maintain Agent database (may be done by Admissions)
Booking & Production stats
Other stats
Use Agent database as mailing list
ARELS stats