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:

1. 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
   
2. Title – Enter a title for the task.
   
3. Description – Put a a short description of the task.
   
4. Checklist – If you would like to use a Checklist for the task, select one from the Checklist drop-down menu. This is optional.
   
5. 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.
   
6. 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.
   
7. 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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