{"id":188,"date":"2022-09-05T10:42:33","date_gmt":"2022-09-04T22:42:33","guid":{"rendered":"https:\/\/wiki.selmasis.com\/?p=188"},"modified":"2022-10-21T17:33:08","modified_gmt":"2022-10-21T05:33:08","slug":"adding-students-to-selma","status":"publish","type":"post","link":"https:\/\/selma-wiki.zestydev0.co.nz\/?p=188","title":{"rendered":"Adding Students to SELMA"},"content":{"rendered":"<p>Use SELMA\u2019s Student Module to create and manage students records.<\/p>\n<h2><a id=\"post-188-_Toc58423980\"><\/a>Student Screen<\/h2>\n<p>The profile contained in the student screen contains batches of information relating to the student and their relationship with you, the education provider.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1380\" height=\"777\" class=\"wp-image-189\" src=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-1.png\" srcset=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-1.png 1380w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-1-300x169.png 300w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-1-1024x577.png 1024w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-1-768x432.png 768w\" sizes=\"auto, (max-width: 1380px) 100vw, 1380px\" \/><\/p>\n<p><a id=\"post-188-_Toc58423981\"><\/a><strong><em>Please note: <\/em><\/strong><em>In this screenshot, there is a \u201cStakeholders\u201d tab. This is only available to those customers who have subscribed to the Stakeholders module with SELMA. The Stakeholders tab contains information for contacts and organisations that relate to the student, and can be linked to the student profile in the Stakeholders tab.<\/em><\/p>\n<h2>Manage Students<\/h2>\n<p>\u2018Manage Students\u2019, allows you to search for students in your organisation. If you have not created a student yet, please refer to the below section, \u201cCreate \/ Edit Student\u201d.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1883\" height=\"808\" class=\"wp-image-190\" src=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-2.png\" srcset=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-2.png 1883w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-2-300x129.png 300w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-2-1024x439.png 1024w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-2-768x330.png 768w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-2-1536x659.png 1536w\" sizes=\"auto, (max-width: 1883px) 100vw, 1883px\" \/><\/p>\n<p>In the &#8216;advanced search&#8217; section (hidden by default), you can search by one or more attributes and choose whether you would like your search phrase to contain, be equal to, or be larger\/smaller than your chosen value.<\/p>\n<p>From the &#8216;manage student&#8217; screen you can either find a student you want to view or edit or add a new student into SELMA.<\/p>\n<p><strong><em>Please note: <\/em><\/strong>Learn about using SELMA&#8217;s student grid in the <a href=\"https:\/\/selma-wiki.zestydev0.co.nz\/?p=95\" target=\"_blank\" rel=\"noopener\">\u201cWorking with Grids\u201d<\/a> article.<\/p>\n<h2><a id=\"post-188-_Toc58423982\"><\/a>Create and Edit Students: Student Details<\/h2>\n<h3><a id=\"post-188-_Toc58423983\"><\/a>Create Student<\/h3>\n<p>To create a new student, click on the menu item \u201cCreate new Student\u201d, the \u201cAdd Student\u201d button on top of the Student Index (Grid) or use the Quick Access menu item \u201cAdd Student\u201d<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1378\" height=\"714\" class=\"wp-image-191\" src=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/graphical-user-interface-text-application-email.png\" alt=\"Graphical user interface, text, application, email\n\nDescription automatically generated\" srcset=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/graphical-user-interface-text-application-email.png 1378w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/graphical-user-interface-text-application-email-300x155.png 300w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/graphical-user-interface-text-application-email-1024x531.png 1024w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/graphical-user-interface-text-application-email-768x398.png 768w\" sizes=\"auto, (max-width: 1378px) 100vw, 1378px\" \/><\/p>\n<table>\n<tbody>\n<tr>\n<td><img loading=\"lazy\" decoding=\"async\" width=\"115\" height=\"115\" class=\"wp-image-192\" src=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-4.png\"><\/td>\n<td>If you use the NSI interface or have a CRM integration \u2013 this is where you can click the \u201cGet\u201d buttons on top right to pull information form NSI or the CRM. This will bring across all Student Information you already know without you having to type it into the form.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The <em>minimum<\/em> information required to create a student in SELMA is &#8211;<\/p>\n<ul>\n<li>First Name<\/li>\n<li>Last Name<\/li>\n<li>Date of Birth<\/li>\n<li>Gender<\/li>\n<\/ul>\n<p>If you neglect to fill any of these fields the following message will pop up:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1427\" height=\"493\" class=\"wp-image-193\" src=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-5.png\" srcset=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-5.png 1427w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-5-300x104.png 300w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-5-1024x354.png 1024w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-5-768x265.png 768w\" sizes=\"auto, (max-width: 1427px) 100vw, 1427px\" \/><\/p>\n<p>You can also add information pertaining to &#8211;<\/p>\n<ul>\n<li>Medical Conditions<\/li>\n<li>Learning Behavioural Needs<\/li>\n<li>Disability Details (if applicable)<\/li>\n<li>Primary and secondary learning styles<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"2535\" height=\"1095\" class=\"wp-image-194\" src=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/graphical-user-interface-text-application-descr.png\" alt=\"Graphical user interface, text, application\n\nDescription automatically generated\" srcset=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/graphical-user-interface-text-application-descr.png 2535w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/graphical-user-interface-text-application-descr-300x130.png 300w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/graphical-user-interface-text-application-descr-1024x442.png 1024w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/graphical-user-interface-text-application-descr-768x332.png 768w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/graphical-user-interface-text-application-descr-1536x663.png 1536w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/graphical-user-interface-text-application-descr-2048x885.png 2048w\" sizes=\"auto, (max-width: 2535px) 100vw, 2535px\" \/><\/p>\n<p>Once you have entered all the minimum\/relevant information about the student you can add them.<\/p>\n<h3>ID Number<\/h3>\n<p>A default ID number is allocated to students when their record is created by the system. There is another field \u2013 \u201cOther ID\u201d \u2013 which can be used by you to add an internal ID number that is applicable to your education provider.<\/p>\n<p>The default ID number is system generated and therefore cannot be altered or deleted.<\/p>\n<h3><a id=\"post-188-_Toc58423984\"><\/a>Student Actions<\/h3>\n<p>To access &#8216;Student Actions&#8217; click on &#8216;Edit Student&#8217;. The drop-down is top right and options include:<\/p>\n<ul>\n<li>Send Email<\/li>\n<li>Send Text Message<\/li>\n<li>Add Student Alert<\/li>\n<li>Enter COVID Passport Details<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-214 \" src=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/Screen-Shot-2022-09-05-at-10.28.34-AM-300x214.png\" alt=\"\" width=\"308\" height=\"220\" srcset=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/Screen-Shot-2022-09-05-at-10.28.34-AM-300x214.png 300w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/Screen-Shot-2022-09-05-at-10.28.34-AM.png 574w\" sizes=\"auto, (max-width: 308px) 100vw, 308px\" \/><\/p>\n<h3><a id=\"post-188-_Toc58423985\"><\/a>Student Status<\/h3>\n<p>The status of a student is by default \u201cProvisional\u201d. In order to enrol a student you have to change the status to \u201cReady\u201d. Workflows are available to validate your information before making a student \u201cReady\u201d. Talk to the SELMA team for a custom workflow.<\/p>\n<p>Older records will be marked as inactive if there was no activity for a while (this is automated by SELMA). As soon as there is activity for the student again, the status will change to &#8216;Provisional&#8217;.<\/p>\n<p>Inactive students are hidden by default on search grids &#8211; this improves the speed and handling of the software. If you want to search for inactive students, you can change the default criteria in the advanced search.<\/p>\n<h3><a id=\"post-188-_Toc58423986\"><\/a>Bulk Upload of Student Photos<\/h3>\n<p>With this functionality, SELMA users can bulk upload student photos to the relevant student\u2019s record which will update their student display picture in SELMA.<\/p>\n<p>From the SELMA dashboard, click \u201cStudents\u201d and then \u201cUpload Photos\u201d.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1132\" height=\"542\" class=\"wp-image-196\" src=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-8.png\" srcset=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-8.png 1132w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-8-300x144.png 300w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-8-1024x490.png 1024w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-8-768x368.png 768w\" sizes=\"auto, (max-width: 1132px) 100vw, 1132px\" \/><\/p>\n<p>Then click \u201cNew Batch\u201d:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1125\" height=\"577\" class=\"wp-image-197\" src=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-9.png\" srcset=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-9.png 1125w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-9-300x154.png 300w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-9-1024x525.png 1024w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-9-768x394.png 768w\" sizes=\"auto, (max-width: 1125px) 100vw, 1125px\" \/><\/p>\n<p>Give the batch a name, and then use the \u201cUpload photo(s)\u201d section to select photos to be uploaded.<\/p>\n<p><strong>IMPORTANT: <\/strong>for the picture to be uploaded to the correct students\u2019 record, you must label the image file to be uploaded with the student\u2019s ID number!<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1160\" height=\"76\" class=\"wp-image-198\" src=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-10.png\" srcset=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-10.png 1160w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-10-300x20.png 300w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-10-1024x67.png 1024w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-10-768x50.png 768w\" sizes=\"auto, (max-width: 1160px) 100vw, 1160px\" \/><\/p>\n<p>You can only upload a maximum of 50 images in one batch.<\/p>\n<p>Once you are happy with the selections you have made here, click \u201cSubmit\u201d.<\/p>\n<p>This will put the photo(s) in the batch listing.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1134\" height=\"643\" class=\"wp-image-199\" src=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-11.png\" srcset=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-11.png 1134w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-11-300x170.png 300w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-11-1024x581.png 1024w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-11-768x435.png 768w\" sizes=\"auto, (max-width: 1134px) 100vw, 1134px\" \/><\/p>\n<p>Then, click \u201cStart Import\u201d to begin the process of uploading.<\/p>\n<p>The user will be asked to confirm with the following message:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"594\" height=\"370\" class=\"wp-image-200\" src=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-12.png\" srcset=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-12.png 594w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-12-300x187.png 300w\" sizes=\"auto, (max-width: 594px) 100vw, 594px\" \/><\/p>\n<p>Click \u201cImport\u201d. The user will then be presented with the following message:<\/p>\n<h4>\u201cYour import is processing. You will receive the result of your import by email when done.\u201d<\/h4>\n<p>After this, the user will be able to locate the relevant uploaded image in the students\u2019 record.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"611\" height=\"453\" class=\"wp-image-201\" src=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-13.png\" srcset=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-13.png 611w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-13-300x222.png 300w\" sizes=\"auto, (max-width: 611px) 100vw, 611px\" \/><\/p>\n<h3><a id=\"post-188-_Toc58423987\"><\/a>International Students<\/h3>\n<p>The &#8220;International Student&#8221; tab allows you to enter all information relevant to international students. Go to the \u201cOther Organisation\u201d section to create Agents, Medical Insurers and Homestay providers which can then be chosen in the drop down lists of this tab:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"2627\" height=\"1591\" class=\"wp-image-202\" src=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-14.png\" srcset=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-14.png 2627w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-14-300x182.png 300w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-14-1024x620.png 1024w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-14-768x465.png 768w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-14-1536x930.png 1536w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-14-2048x1240.png 2048w\" sizes=\"auto, (max-width: 2627px) 100vw, 2627px\" \/><\/p>\n<p>A few of these fields are reliant on you first setting up the relevant organisations in the \u201cOrganisations\u201d section mentioned above. For example: agents, medical insurer, homestay. These both need to be created as Organisations first before they can be selected and applied to a student\u2019s record in SELMA.<\/p>\n<p>Be sure to fill out the visa and visa expiry information as fully as possible.<\/p>\n<p>You can create an Event \u2018alert\u2019 to let you know when a student\u2019s visa has expired or is about to expire. Please see the \u201cEvents\/Notes\u201d section of this manual for more information about this.<\/p>\n<p>Alternatively, you can request a report where a listing of students and their visa information is displayed so you can readily see this information. To enquire about creating this report, please get in touch by sending an email to <a href=\"mailto:support@selma.co.nz\">support@selma.co.nz<\/a><\/p>\n<h3><a id=\"post-188-_Toc58423988\"><\/a>Contact Details<\/h3>\n<p>In the contact details tab, add phone number and email address.<\/p>\n<p>It is important here to input the correct contact information, especially if the student is an international one.<\/p>\n<p>For international students, be sure to clearly indicate what \u201ctype\u201d of address it is. If it is their home address in their country of origin, this will usually be type \u201coverseas\u201d. Then after this it is important for these international students to have a New Zealand based \u201cmail\u201d address, to indicate their mailing residence while staying in New Zealand.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"2650\" height=\"1488\" class=\"wp-image-203\" src=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-15.png\" srcset=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-15.png 2650w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-15-300x168.png 300w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-15-1024x575.png 1024w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-15-768x431.png 768w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-15-1536x862.png 1536w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-15-2048x1150.png 2048w\" sizes=\"auto, (max-width: 2650px) 100vw, 2650px\" \/><\/p>\n<p>For current addresses, you will notice that the SELMA system defaults the \u201cValid To\u201d date as being XX-XX-9999.<\/p>\n<p>SELMA will manage the expiry of addresses automatically. If you create a new address of the same type for a learner, SELMA will automatically retire the old address by changing the \u201cvalid to\u201d date to the date in which you created the new address record, and add the new address with the correct \u201cValid From\u201d date.<\/p>\n<p>This process in SELMA creates a time log of different addresses added to the student\u2019s record.<\/p>\n<p>Please note that addresses can be deleted by users for convenience, however the following should be kept in mind when doing so:<\/p>\n<ul>\n<li>If there are two or more address line items, deleting the current address will revert the most recent address before that one to becoming the new current address<\/li>\n<li>The user has the option of deleting a student address if they wish to do so and there is only one, however this is not advised. For this reason, if a user attempts to delete a student address when there is only one a pop-up message will appear on the screen, informing the user that doing this will have implications for SDR and NZQA reporting<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1744\" height=\"896\" class=\"wp-image-204\" src=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-16.png\" srcset=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-16.png 1744w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-16-300x154.png 300w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-16-1024x526.png 1024w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-16-768x395.png 768w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-16-1536x789.png 1536w\" sizes=\"auto, (max-width: 1744px) 100vw, 1744px\" \/><\/p>\n<table>\n<tbody>\n<tr>\n<td><img loading=\"lazy\" decoding=\"async\" width=\"115\" height=\"115\" class=\"wp-image-205\" src=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-17.png\"><\/td>\n<td>If you use the communication module, make sure you enter a valid email address and mobile phone number in this section.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3><a id=\"post-188-_Toc58423989\"><\/a>NZ Compliance<\/h3>\n<p>To ensure a smooth SDR processing, add all the relevant NZ Compliance information on this tab. If it is not a reported student you can leave this section blank.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"2598\" height=\"1594\" class=\"wp-image-206\" src=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-18.png\" srcset=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-18.png 2598w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-18-300x184.png 300w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-18-1024x628.png 1024w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-18-768x471.png 768w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-18-1536x942.png 1536w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-18-2048x1257.png 2048w\" sizes=\"auto, (max-width: 2598px) 100vw, 2598px\" \/><\/p>\n<p>For this section, please pay particular attention to the schooling information as this is key for SDR reporting purposes.<\/p>\n<h4>Ministry of Education Exemption Note Field<\/h4>\n<p>Within student records, SELMA users will notice that \u2013 under the NZ Compliance tab \u2013 there is a field called \u201cMoE Exemption\u201d:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"762\" height=\"106\" class=\"wp-image-207\" src=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-19.png\" srcset=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-19.png 762w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-19-300x42.png 300w\" sizes=\"auto, (max-width: 762px) 100vw, 762px\" \/><\/p>\n<p>This is a note field that is designed to be informative for users, to outline any Ministry of Education exemptions that relate to that student.<\/p>\n<p>Users might want to use this field to flag to other users that the student is under 16, studying with another provider at the same time, and\/or add a relevant Ministry of Education exemption ID number, if applicable.<\/p>\n<p>This field can be edited and typed into like any other text field in SELMA, the user need only enable the edit mode in the student record first.<\/p>\n<p>This is a valuable field to have as often there are important Ministry exemptions that are relevant to a student\u2019s record, yet the only section available to input this information is in the Events section as a note, where there is a risk of it being overlooked.<\/p>\n<p>Placing it under the \u201cNZ Compliance\u201d tab makes this information readily available and thus due consideration can be placed on the information therein.<\/p>\n<h3><a id=\"post-188-_Toc58423990\"><\/a>National Student Index (NSI)<\/h3>\n<p>There are two ways of accessing NSI information. The first is to use the NSI website. The second is to use the NSI interface within SELMA.<\/p>\n<p>The NSI tab reflects all information that was downloaded from NSI. The information is not editable except for the NSI number itself. If you do not use the NSI interface, simply enter the NSI number here. If you use the interface, all information will be drawn automatically.<\/p>\n<p>To get the NSI interface in SELMA working requires testing in conjunction with the Ministry of Education to be set up. This can sometimes take a few days.<\/p>\n<p><strong>Please note: <\/strong>as at the first half of 2020, the Ministry of Education (MoE) is overrun as a result of many clients being uprooted with Take2 leaving the market, so lots of businesses are connecting with MoE to try and set up an MSI integration.<\/p>\n<p>You can contact\/email MoE about setting up the NSI interface, and they will issue you with a help desk ticket number while placing you on the waiting queue for this. The last we heard, this waiting queue can take up to 8 months time\u2026<\/p>\n<p>To enquire about the process to set this up, please send us an email at <a href=\"mailto:support@selma.co.nz\">support@selma.co.nz<\/a><\/p>\n<p>For more information on how the NSI interface functions when it works, please see the later section \u201cNSI Interface\u201d.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1705\" height=\"1680\" class=\"wp-image-208\" src=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-20.png\" srcset=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-20.png 1705w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-20-300x296.png 300w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-20-1024x1009.png 1024w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-20-768x757.png 768w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-20-1536x1513.png 1536w\" sizes=\"auto, (max-width: 1705px) 100vw, 1705px\" \/><\/p>\n<h3><a id=\"post-188-_Toc58423991\"><\/a>Enrolments<\/h3>\n<p>If your student is already enrolled, all enrolments will show up here with a direct link to jump to the enrolment.<\/p>\n<p>This tab is not available when creating a student. Only on edit.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1701\" height=\"628\" class=\"wp-image-209\" src=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-21.png\" srcset=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-21.png 1701w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-21-300x111.png 300w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-21-1024x378.png 1024w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-21-768x284.png 768w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-21-1536x567.png 1536w\" sizes=\"auto, (max-width: 1701px) 100vw, 1701px\" \/><\/p>\n<h3><a id=\"post-188-_Toc58423992\"><\/a>Event Log<\/h3>\n<p>The event log is the home for notes, tasks, alerts, and other system or user-driven events with relation to the student.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1698\" height=\"710\" class=\"wp-image-210\" src=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-22.png\" srcset=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-22.png 1698w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-22-300x125.png 300w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-22-1024x428.png 1024w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-22-768x321.png 768w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-22-1536x642.png 1536w\" sizes=\"auto, (max-width: 1698px) 100vw, 1698px\" \/><\/p>\n<p>There is a whole section of this manual dedicated to the use of the Event Log. Please refer to this section for more information on this.<\/p>\n<h3><a id=\"post-188-_Toc58423993\"><\/a>Documents<\/h3>\n<p>You can upload documents against a learner such as passport copies or a scanned enrolment form. Simply drag and drop documents in to the drop area or click in the drop area to select files from you file explorer.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1699\" height=\"1131\" class=\"wp-image-211\" src=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-23.png\" srcset=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-23.png 1699w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-23-300x200.png 300w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-23-1024x682.png 1024w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-23-768x511.png 768w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-23-1536x1022.png 1536w\" sizes=\"auto, (max-width: 1699px) 100vw, 1699px\" \/><\/p>\n<p>Once uploaded you can rename the documents or download it again:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"1740\" height=\"1212\" class=\"wp-image-212\" src=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-24.png\" srcset=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-24.png 1740w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-24-300x209.png 300w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-24-1024x713.png 1024w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-24-768x535.png 768w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/word-image-188-24-1536x1070.png 1536w\" sizes=\"auto, (max-width: 1740px) 100vw, 1740px\" \/><\/p>\n<h3><a name=\"_Toc58423994\"><\/a>Miscellaneous (&#8220;Misc&#8221;)<\/h3>\n<p>This tab captures additional information that could be useful for record keeping.<\/p>\n<p><\/p>\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"400\" src=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/Screen-Shot-2022-09-05-at-10.59.53-AM-1024x400.png\" alt=\"\" class=\"wp-image-219\" srcset=\"https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/Screen-Shot-2022-09-05-at-10.59.53-AM-1024x400.png 1024w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/Screen-Shot-2022-09-05-at-10.59.53-AM-300x117.png 300w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/Screen-Shot-2022-09-05-at-10.59.53-AM-768x300.png 768w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/Screen-Shot-2022-09-05-at-10.59.53-AM-1536x600.png 1536w, https:\/\/selma-wiki.zestydev0.co.nz\/wp-content\/uploads\/2022\/09\/Screen-Shot-2022-09-05-at-10.59.53-AM-2048x800.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Use SELMA\u2019s Student Module to create and manage students records. Student Screen The profile contained in the student screen contains batches of information relating to the student and their relationship with you, the education provider. Please note: In this screenshot, there is a \u201cStakeholders\u201d tab. This is only available to those customers who have subscribed &hellip; <\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[64],"tags":[9,50,44,48,47,49,43,46,45,25,42],"class_list":["post-188","post","type-post","status-publish","format-standard","hentry","category-06-students-enquiries","tag-compliance","tag-contact-details","tag-create-student","tag-enrolments","tag-event-log","tag-international-students","tag-manage-students","tag-nsi","tag-photos","tag-selma-dashboard","tag-students","latest_post"],"_links":{"self":[{"href":"https:\/\/selma-wiki.zestydev0.co.nz\/index.php?rest_route=\/wp\/v2\/posts\/188","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/selma-wiki.zestydev0.co.nz\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/selma-wiki.zestydev0.co.nz\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/selma-wiki.zestydev0.co.nz\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/selma-wiki.zestydev0.co.nz\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=188"}],"version-history":[{"count":3,"href":"https:\/\/selma-wiki.zestydev0.co.nz\/index.php?rest_route=\/wp\/v2\/posts\/188\/revisions"}],"predecessor-version":[{"id":256,"href":"https:\/\/selma-wiki.zestydev0.co.nz\/index.php?rest_route=\/wp\/v2\/posts\/188\/revisions\/256"}],"wp:attachment":[{"href":"https:\/\/selma-wiki.zestydev0.co.nz\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=188"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/selma-wiki.zestydev0.co.nz\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=188"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/selma-wiki.zestydev0.co.nz\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=188"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}