How to Relate a Task to an Enrolment
Overview
This tutorial will
guide you through the steps of creating a task related to student enrolment in
the SMS. By following these instructions, you will streamline the process,
making it easier for assigned users to identify the specific student enrolment
the task pertains to.
NOTE: You need Admin access before you can perform this action.
Step Tutorial
1. From the
Dashboard, go to Students. Search a student from the list then
select.
2. Navigate to Enrolments.
Select the specific enrolment by clicking Action > Add
Task.
A pop-up window will
appear.
3. Fill in the
following fields:
- Template – If you prefer to use an existing
task template, select one from the drop-down menu, and the details will be
automatically populated. Otherwise, keep this field blank and fill out the
remaining fields
- Title – Enter a title for the task.
- Description – Put a a short description of
the task.
- Checklist – If you would like to use a Checklist
for the task, select one from the Checklist drop-down menu. This is optional.
- Due Date – Set a due date for the task to
specify when it must be completed. This ensures clarity and accountability
regarding the task's deadline.
- Assign Users and Assign Organisational Units – Select a user or
users responsible for completing the task. If it is a specific user within the
organisation, select from the Assign Users drop-down list. Otherwise,
you can use the Assign Organisational Units to assign an organisational
unit to fulfill the task related to the selected group.
- All Individuals Must Complete – Enable this field if the
task is assigned to multiple users and requires all of them to complete it.
Once done, click Add.
NOTE: Once a task related
to a specific enrolment has been added, you can view it either in the
student's Task section or within the Task Admin, using the Search
Tasks field.
Task section:
Task Admin section:
That's it! You've successfully related a task to an enrolment
Congratulations
on completing this tutorial. We hope this has been helpful to you and your organisation.
For any questions or concerns regarding this function, please reach out to us
via email at
support@eskilled.com.au.
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