CRM培训支持指南-学生教育服务

Contents

Introduction 0

DesktopShortcutSetup 1

LoggingintotheCRM 3

Navigation 5

GeneralUserTips 8

PickinganApplicationfromaQueue 9

OpeninganApplication 13

CheckStatus 14

Qualifications 15

Viewing&CheckingQualifications(Academic&Professional) 15

Viewing&CheckingQualifications(EnglishLanguage) 20

QualificationHolds 24

ApplicationoftheQualificationHold 24

RemovingtheQualificationHold 26

AcademicProgression/CAS/Visas 27

AcademicEvidence-QualificationChecking 28

EnglishLanguage-QualificationChecking 32

AcademicProgression 35

SupportingInformation 40

Viewing&CheckingtheSupportingStatement 40

InvitingStafftoViewandCheckDocuments 44

EmailingaLink 44

PostsActivities&Notes 46

Tasks 46

Posts 50

Notes 51

DashboardsandViews 52

Introduction 52

CreatingandSavingPersonalViews 54

AmendingandSavingaSystemViewasaPersonalView 54

Adding/RemovingColumns 55

SettingQueryFieldsandValues 59

AddingFieldstoaQuery 61

CreatingaPersonalViewfromScratch 61

TestingtheQuery 62

DeletingFieldsfromaQuery 63

LocatingPersonalViews 65

FilteringViews 66

SavingFilteredViews 67

SharingaPersonalView 68

CreatingDashboards 72

EditingaDashboard 76

SharingDashboards 78

References 79

Viewing&CheckingReferences 79

RequestingaReference 84

RefereeResponsesReceivedintheCRM 89

DocumentManagement 91

HowitWorks 91

CreatingaNewDocumentManagementRecord 92

LinkingaDocumenttotheRelevantSectionofanApplication 96

ImportingaDocumentintotheCRM 98

RequestingInformationfromApplicants 99

RFIRequestTypes 99

CreatingaNewRequestforInformation 101

RFIFormsandTemplates–CRM/PortalInteraction 107

ApplicantResponsetoaRequestforInformation 121

ViewingandCheckingtheApplicantResponse 122

SelectStatus 125

WorkExperience 125

Viewing&CheckingWorkExperience 125

Interviews 131

Settingupaninterview 131

CreatinganInterview 131

InvitingApplicantstoaninterview/event 135

ApplicantsInvitedtoInterview–DisabilityDeclared 138

Scoring 139

Sifting 140

UnsuccessfulApplications 142

Changingan‘Unsuccessful’DecisiontoanOffer 144

Decide 146

ConfirmationofCourseFee 147

UnconditionalOffer 148

LoggingaDecision 148

GeneratingtheOffer 149

ConditionalOffer 151

CreatingaCondition 152

LoggingaDecision 156

MeetingConditions 158

Exceptions 162

AddinganException 162

AlternativeCourseProcess 164

CommunicatingwiththeApplicant 164

DeferralRequest 165

OfferinganAlternativeCourse 165

ReleasinganApplicationBacktoaQueue 169

DisabilityDeclaration–Responsibilities 171

AwaitResponse 172

StoppinganApplication 173

ApplicantWithdrawal 173

ApplicantDeath 174

Otherchecks 175

ApplicantDeath–Responsibilities 176

ManageResponse 177

FeeAssessmentProcess 178

Context&Navigation 178

FeeAssessmentProcess–Responsibilities 179

LoggingFeeAssessmentDetails 180

UpdatingtheFeeStatus 181

EmailingtheApplicant 184

UpdatingtheOfferLetter 187

CRMTerms 188

Introduction

WelcometotheTaughtPostgraduateAdmissionsCRMUserGuide(v.3).

Newtothisversion:

AlternativeCourseProcess

DisabilityDeclaration-ResponsibilitiesFeeAssessmentProcess

PostsActivities&NotesStoppingApplications

Revised:

DashboardsandViewsDocumentManagementInterviews

MeetingConditionsTasks

Weviewthisdocumentasorganic,thatitwillgrowanddevelopwithouruseottheCRM.Therefore,wewelcomeconstructivefeedbackandsuggestionsfordetailstobeincludedinfutureversionsfromallusersoftheCRM.

SectionswillcontinuetobeaddedtothisdocumentaswetrainourSuperUsersinadditionalprocesses.AlluserswillhaveaccesstothemostuptodatetrainingdocumentationviatheSESwebsite:

www.leeds.ac.uk/ses

TheSESProgrammeTeam

PAGE

179

DesktopShortcutSetup

ThefollowinginstructionsaretosupportyouinaccessingthenewCRMPGTAdmissionssystemforthefirsttime,andprovideyouwithstepstosavethelinkonyourdesktopsoyoucanaccesstheCRMPGTAdmissionsSystematyourease.

Copythefollowinglinkbyrightclickingonthelinkandselecting’CopyHyperlink’:

https://crm.leeds.ac.uk

RightclickontoyourdesktopandselectNewfollowedbyShortcut:

MoveyourpointerovertheTypethelocationoftheitem:field,thenrightclickfollowedbyselectingPaste:

ThefollowingscreenwillappearwiththeURLforthenewCRMPGTAdmissionssystem:

ClickNext

IntheTypeanameforthisshortcutfieldchooseanamefortheshortcut(e.g.CRMPGTAdmissions):

ClickFinishandthelinkwillappearonyourdesktop.

RememberyoucanalsosavetheCRMPGTAdmissionssystemasa‘bookmark’onyourInternetBrowser(e.g.InternetExplorer,GoogleChrome).

LoggingintotheCRM

https://crm.leeds.ac.uk

TologintoCRMyouwillneedtouseyourUniversitylogin(username@leeds.ac.uk)andpassword.

TheCRMwillopenattheWelcomepage.Close‘Firstthingsfirst’.

Onceopen,theCRMdisplaystheDASHBOARDSpage.

Navigation

ThissectioncontainsgeneraldirectionsfornavigatingtheCRM.

MicrosoftDynamicsCRMNavigationBar

ThisbluebarshowsuserswheretheyareintheCRM,workingfromlefttorightdrillingdownintothevarioussections.

HoveringoverthearrownexttotheMicrosoftDynamicsCRMlogorevealsthefollowingtabs.Whattheuserseesherewilldependontheirpermissions.

ThetabsmostrelevanttoAdmissionsstaffwillbeDASHBOARDS,ADMISSIONSand

ENQUIRIES.

DashboardsTab

DASHBOARDS–ProvideanoverviewofstatisticalinformationwithintheCRM,suchasapplicationsreceived,offersmade,etc.ViewscanbefilteredbyFaculty,Programmeetc.toobtainrequiredinformation.

REPORTS–TheUniversityarecreatingasetofstandardmanagementreportswhichwillbecomeavailableovertime.

AdmissionsTab

CONTACTS-NavigatestotheContactscreen.Containspersonaldatasetupbytheagents,prospectiveapplicantsandapplicantsviatheApplicantPortal.

ORGANISATIONS-DetailsofOrganisationssetupinCRM

QUEUES-ApplicationsareallocatedtoaqueuedependantontheparentFacultyandSchoolresponsiblefortheprogramme.Usersmaypickoneormoreapplicationstoworkonfromthisscreen.

APPLICATIONS-AselectionofSystemViewswhichallowtheusertoviewlistsofapplicationsatvariousdifferentstages,e.g.Applications–New,Interview–Attended,MyApplications–Decisions.Informationinthisareacanalsobefiltered.

HoveringoverthearrownexttoApplicationsonthenavigationbarrevealsapplicationsrecentlyworkedonbytheuser.ThisfunctionremainseveniftheuserlogsoutoftheCRMandlogsbackinagain.

APPLICANTOFFERS–FurtherSystemViews,informationonApplicantoffers,includingActiveApplicantOffers,InactiveApplicantOffersetc.

REQUESTFORINFORMATION–SystemViewswhichcanbefilteredtoshowRequestsforInformationandtheirstatus.SelectviewrequiredfromtheSystemviewsbox,andrefinebyselectingfromtheDueDatedropdownbox.ThisfunctionalitycanbeusedtomonitoranyoutstandingRFIs.

INTERVIEWS-createascheduleandinvitesingleormultipleapplicantstointerviewsorotherevents.DisplaysalleventscreatedandcanbefilteredusingtheSystemviewtodisplayonlytheeventscreatedbytheuser–MyActiveInterviews.

EnquiriesTab

CONTACTS-NavigatestotheContactscreen.Containspersonaldatasetupbytheagents,prospectiveapplicantsandapplicantsviatheApplicantPortal.

QUEUES-EnquiriesareallocatedtoaqueuedependantontheparentFacultyandSchoolresponsiblefortheprogramme.Usersmaypickoneormoreenquirytoworkonfromthisscreen.

StatusBar

Showsthestageoftheapplicationinthedecisionmakingprocess.Theblueflagindicatesthecurrentstageoftheapplication.

Theusercanclickintothevariousdifferentstagestocheckbackandforthwithoutmovingtheflag.Howeverallsectionsofthestagemustbecompletedbeforetheflagcanmovetothenextstage.

ProceedalongbyusingtheNextStagearrowsonthefarrightofthescreen.

GeneralUserTips

ThisisalistofgeneralusertipswhichcanbeusedinallareasoftheCRM.Itisintendedthatwithfurtheruseofthesystemthatwewillbuildalibraryofusefultips.PleasefeelfreetoshareanynewusertipswiththeSESProgrammeTeamsotheymaybeincludedinfutureeditionsofthisdocument.

USERTIP:IfyouholddownCtrlonthekeyboardandscrollthemousewheelitzoomsinandoutandchangesthetextsize.Therearefewthingsyouhavetobearinmind,thatyoumayhavetousethescrollbarsalotmore,includingleftandright,butitcouldhelpthosewhoarestrugglingwiththeblack/whitecontrastandeyestrain.

USERTIP:Unsavedchangesareindicatedinthebottomrighthandcornerofthescreen.

WhentheSAVEbuttonisclicked,thesavestatusupdates.

UserscanclickthediskiconinthebottomrightcornertoSAVEaswellastheSAVEbuttonatthetopofthepage.

USERTIP:Usethebackarrowtoreturntopreviousscreen.Savethescreenbeforedoingthis.

USERTIP:WhenintheAPPLICATION:STUDENTAPPLICATIONscreen,useSAVEtosaveanychanges.Insubscreens,generallySAVE&CLOSEshouldbeusedtoreturntotheAPPLICATION:STUDENTAPPLICATIONscreen.

WARNING:UsingSAVE&CLOSEintheAPPLICATION:STUDENTAPPLICATIONscreenwill

taketheuseroutoftheapplicationtheyareworkingon.

PickinganApplicationfromaQueue

OntheblueMicrosoftDynamicsCRMnavigationbaratthetopofthescreen,hoveroverthedownwardspointingarrowandclickADMISSIONSthedropdownmenu.

ThiswilltakeyoutotheAdmissionspage.

HoveroverthedownwardspointingarrownexttoADMISSIONSonthebluenavigationbarandclickQUEUES.

ThiswillopentheQueuespage.

OntheQueuespage,fromtheSystemViewsdropdownmenu,selectApplicationsAvailabletoWorkOn.

FromtheQUEUESmenu,selecttheappropriateQueue

Highlighttherowdisplayingyourapplicant’snewapplication.

Topicktherecord,clickthePICKicon.

ThePickwindowwillappear.

WARNING:UsersshouldnotticktheboxtoremovetheitemfromtheQueue.

ClickPick.

Theitemisnowpicked.

NOTE:Pickinganitemdoesnotremovetheitemfromthequeue.Itcanstillbeworkedonbyothersbutitdoesshowwhoiscurrentlyworkingontheitem.Thismaybeusefulinofficeswithmultipleadmissionsstaffworkingonthesamesuiteofcourses.

SelectItemsIamworkingonfromtheSystemsViewmenu.

TheuserwillnowseeapplicationstheyhavepickedfromtheQueue.

OpeninganApplication

InItemsIamworkingonclicktheTitlefieldofyourapplicant’sapplicationtoopentheApplicationrecord.

TheAPPLICATION:STUDENTAPPLICATIONscreenwillopenanddisplaytheApplicationSummary.

CheckStatus

Inthissectionthefollowingelementsoftheapplicationareviewedandchecked:

AcademicQualificationsEnglishLanguageQualificationsSupportingStatementReferences

NOTE:IfthefeestatusoftheapplicantdisplaysasOverseasintheApplicationSummary,usersshouldalsorefertothesectiononAcademicProgression\CAS\Visas(page

27

)asfurthercheckswillberequired.

Qualifications

Viewing&CheckingQualifications(Academic&Professional)

ExpandtheQualificationstab.NavigatetotheQUALIFICATIONS(ACADEMIC&PROFESSIONAL)heading.

NOTE:SomecoursesrequiresubmissionofProfessionalQualifications.ThedefaultviewisforAcademicQualifications.ToviewProfessionalQualifications(e.g.ABRSMMusicQualifications)clickthedownwardsfacingarrownexttotheSystemViewheading.

Toopenthequalification,clickontheTitlefield.

ThiswillopentheAPPLICANTQUALIFICATION:MAINscreen.

TheAPPLICANTQUALIFICATION:MAINscreendisplaysalltherelevantqualificationdetailsandanyassociateddocumentation.

ScrolldowntotheDocumentstab.

ClicktheDocumentNameofthedocumentyouwishtoopen.

ThiswilltakeyoutotheDOCUMENTMANAGEMENT:MAINscreen.

Atthetopofthescreen,hoveroverthedownwardpointingarrowtotherightofthedocumentnameontheblueMicrosoftCRMDynamicsmenu.Fromthedropdownmenu,selectDOCUMENTS.

ThiswillrevealtheDocumentLocationonSharePoint(stillinDOCUMENTMANAGEMENT:MAIN).Onthegrid,clickOpenSharePoint.

ThiswilltakeyoutothedocumentonSharePoint.

ClickontheNameofthedocumenttoopenitinSharePoint.

Viewthedocumentanddecidewhetheritmeetsrequirements.

ClosethedocumentandreturntotheDOCUMENTMANAGEMENT:MAINscreen.

EnteranyrelevantnotesintheNOTESsectionandcompletethe**Checking**section.

TicktoconfirmthedocumentisvalidandselecttheValidatedDocumentTypefromthedropdownmenu.

ClickSAVE&CLOSE.

ThisreturnstotheAPPLICANTQUALIFICATION:MAINscreen.Scrolldownandcompletethe**Checking**section.

ClickSAVE&CLOSE.

ThisreturnstotheAPPLICATION:STUDENTAPPLICATIONscreen.Completethe**Checking**section.

ClickSAVE.

Viewing&CheckingQualifications(EnglishLanguage)

ExpandtheQualificationstab.

ScrolldowntotheQUALIFICATIONS(ENGLISHLANGUAGE)section.DoubleclickontherowintheEnglishLanguageQualificationsgrid.

ThisopenstheAPPLICANTQUALIFICATION:MAINscreen.

ScrolldownthepagetotheDocumentstabandclickontheDocumentNameinthegrid.

ThiswilltakeyoutotheDOCUMENTMANAGEMENT:MAINscreen.

Atthetopofthescreen,hoveroverthedownwardpointingarrowtotherightofthedocumentnameontheblueCRMDynamicslocationbar.

Fromthedropdownmenu,selectDOCUMENTS.ThiswillrevealthedocumentlocationonSharePoint.

Onthegrid,clickOpenSharePoint.

ThiswilltakeyoutothedocumentonSharePoint.

ClickontheNameofthedocumenttoopenitinSharePoint.

Checkthedocumentmeetsrequirements.

ClosethedocumentandreturntotheDOCUMENTMANAGEMENT:MAINscreen.EnteranyrelevantnotesintheNOTESsectionandcompletethe**Checking**section.

TicktoconfirmthedocumentisvalidandselecttheValidatedDocumentTypefromthedropdownmenu.

ClickSAVE&CLOSE.

ReturntotheQualificationstabintheAPPLICATION:STUDENTAPPLICATIONscreen.IntheQUALIFICATIONS(ENGLISHLANGUAGE)completethe**checking**section.

ClickSAVE.

MinimisetheQualificationstab.

QualificationHolds

TheQualificationHOLDfieldsappearintheQualificationssectionoftheapplication.TheQualificationHoldisthemechanismintheCRMwhichpreventsanapplicantfromregisteringuntiltheoriginalacademicdocuments(notEnglishlanguage)havebeenseenandratifiedbyamemberoftheadmissionsteam.

NOTENCUKapplicantsdonotrequireaHOLDfortheiroriginalacademicdocumentsastheUniversityhasagreedthattheNCUKCentreshaveresponsibilityforcheckingthese

ItconsistsofHoldTypeandHoldReasonfieldswhichpopulateautomaticallyvialogicsetbehindotherfieldswithintheapplication,i.e.the**Checking**sectionsintheActiveApplicantQualification(Academic&Professional)record(APPLICANTQUALIFICATION:MAIN)incombinationwiththeQUALIFICATIONS(ACADEMIC&PROFESSIONAL)section.

NOTE:Both**Checking**sectionsneedtobecompletedappropriatelyfortheHOLDfieldstopopulate.

ApplicationoftheQualificationHold

TheHOLDfieldswillpopulatewhentheAPPLICANTQUALIFICATION:MAINscreen

**Checking**fieldsarecompletedasfollows:

DecisionBasedOn=Yes

OriginalDocumentationSeen?=No

CheckStatusiseitherCheckedandAccepted,orConditionofOffer.

AND

TheQUALIFICATIONS(ACADEMIC&PROFESSIONAL)**Checking**section.EnterappropriateinformationinAcademicQualificationCheckandHighestQualificationonEntry.:

Again,theselectionofCheckedandAcceptedorConditionofOfferwilltriggerahold.

ScrolldownandchecktheHOLDsection.Thefollowingfieldsshouldbepopulated:

HoldTypewhichwillalwaysbeQualificationHoldand

HoldReasonwhichwillgivedetailsoftheacademicqualification.

WARNING:Pleasecheckcarefullytoensuretheholdiscompleted.Ifitisn’t,gobackandmakesureboth**Checking**sectionshavebeencompletedproperly.

RemovingtheQualificationHold

Whentheoriginaldocumentshavebeenpresentedandratifiedusersshouldupdate

OriginalDocumentationSeen?toYeswhichwillremovetheQualificationHold.

NOTEIfanapplicanthasappliedformorethanoneprogrammeforthesameterm(e.g.201819)thenallrecordswillneedcheckingtoensuretheQualificationHoldisupdatedonallrecords,regardlessofthestatus,i.e.stopped,declined,etc.

ForguidancerefertotheGuidetoTaughtPostgraduateOfferMaking‘Guidetocheckingfinalcertificatesandtranscripts’.

AcademicProgression/CAS/Visas

MostinternationalapplicantswillneedaTier4(General)StudentVisatostudyintheUK.

ThroughouttheapplicationprocesstherewillbeelementsthatarerequiredforCAS/Visapurposes.ItisvitallyimportantthatthisinformationispresentedinthecorrectformattocreateanaccurateCAS.

Thethreepiecesofinformationthatarerequiredforthisprocessare:

TheAcademicEvidenceusedtomaketheoffer

TheEnglishEvidenceusedtomaketheoffer

Academicprogression–detailsofanypreviousstudyintheUKunderaTier4(General)StudentVisa(orequivalent).

PLEASENOTE:IfanapplicantdoesnotrequireaCAS

IfanapplicantprovidesevidencethattheydonotrequireaTier4visafortheirstudies,forexampleprovidingadependentvisathatcoversthedurationoftheprogramme,thenthe‘CASRequired’fieldshouldbesetto‘No’andthe‘Notes’fieldpopulatedwiththereasontheCASisnotrequired.These‘Notes’willbeusedforbothUniversityandUKVIauditpurposes,soitisvitalthatthisinformationisrecorded:

AcademicEvidence-QualificationChecking

IftheapplicanthasstudiedintheUKunderaTier4(General)StudentVisa

IntheQualificationstabscrolldowntoQUALIFICATIONS(ACADEMIC&PROFESSIONAL)

OpenthedocumentandconfirmthatitIsValidandenterValidatedDocumentTypeasappropriate.

ClickSAVE&CLOSE.

IntheAPPLICANTQUALIFICATION:MAINscreen,scrolldowntotheSummary

**CHECKING**sectionandcompleteCheckStatus,DecisionBasedOn,andOriginalDocumentationSeen?fields.

ScrollfurtherdowntoAcademic/ProfessionalandcompletetheAcademicEvidenceUsedforCAS,QualificationusedforAcademicProgression,andAcademicLevelfields.IntheDATESsection,youmayberequiredtoaddanEndDateusethesamedateasExpectedResultDate.

ClickSAVE&CLOSE.

OpentheQualificationstabandscrolldowntotheQUALIFICATIONS(ACADEMIC&PROFESSIONAL)**Checking**section.EnterappropriateinformationinAcademicQualificationCheckandHighestQualificationonEntry.

ClickSAVE.

IftheapplicanthasNOTstudiedintheUKunderaTier4(General)StudentVisa

Followstepsa.toc.

ScrollfurtherdowntoAcademic/ProfessionalandcompletetheAcademicEvidenceUsedforCASfieldonly.

ClickSAVE&CLOSE.

OpentheQualificationstabandscrolldowntotheQUALIFICATIONS(ACADEMIC&PROFESSIONAL)**Checking**section.EnterappropriateinformationinAcademicQualificationCheckandHighestQualificationonEntry.

ClickSAVE.USERTIP:

DetailsoftheAcademicLevelcodesareavailableontheSESwebsite

www.leeds.ac.uk/ses

TheinformationheldinAcademicEvidenceisderivedfromtheinformationprovidedinTitleandLevel.ThismayresultinaduplicationegBachelorsBScTextiles–

UniversityofManchester.Delete‘Bachelors’.

EnglishLanguage-QualificationChecking

IntheQualificationstabscrolldowntoQUALIFICATIONS(ENGLISHLANGUAGE)

Openthedocumentandconfirmthatitisvalid

Usingtrainingscenario2asanexample-InEnglishLanguageEvidenceUsedforUKVI,selectYes.

LeavetheQualificationusedforAcademicProgressionboxblank.

InEnglishLanguageCheckStatusselectHigherEducationInstitute(HEI)hasmadeassessmentfromthedropdownmenu.

ClickSAVE.

USERTIP:HowtocompleteEnglishlanguagefieldsrelatingtotheCAS

Field

Howtopopulate

Why?

EnglishLanguageEvidenceUsedforUKVI

Yes/No

ThisfieldpopulatestheCASrecordwiththeEnglishlanguageevidenceacceptedforentryontotheprogramme.

Note:thisfieldmustbeyesononeEnglishlanguagerecordinorderfortheCASrecordto

automaticallypopulate.

QualificationusedforAcademicProgression

Tick/Leaveblank

ThisfieldshouldbetickediftheapplicanthaspreviouslystudiedintheUKonaTier4(General)StudentVisa.

EnglishLanguageCheckStatus

CoursebelowNQFlevel6(LanguageCentreonly)

HigherEducationInstitute(HEI)hasmadeanassessment

ApplicantfrommajorityEnglishspeakingcountry

ApplicantholdsdegreefrommajorityEnglishspeakingcountry

Conditionofoffer

ThisisafieldthatneedstobepopulatedaspartoftheCASdata.

PleasevisittheHowtorecordEnglishLanguagecorrectlypageintheAdmissionssectionoftheSESwebsite.

Scrolluptothe**Checking**sectionandcomplete

Note:InmostinstancesOriginalDocumentationSeen?willbeNoandwillgenerateaQualHold,however,IELTSdocumentscanbecheckedonlineandpresentationoftheoriginalsisnotrequired.

ClickSAVE&CLOSE.

IntheQualificationstabscrolldowntoQUALIFICATIONS(ENGLISHLANGUAGE).

Inthe**Checking**sectioncompleteEnglishLanguageCheckandleaveAcademicProgressionCheckblank(seeAcademicProgressionsectionforguidanceofwhenthisshouldbecompleted).

ClickSAVE&CLOSE.

AcademicProgression

ScrolldownandopentheCAS/VISAtab.ScrollfurtherdowntoAcademicProgressionandclickonthemagnifyingglass.CreateaNewAcademicProgressionrecord.

TheAPPLICANTACADEMICPROGRESSION:INFORMATIONscreenwillopen.

Forscenario3completeasfollows:

Tier4Visa=Yes;VisaType-autopopulatesTier4;CumulativeDuration-leaveblank;HasExceededtimeallowedforstudy=No;HighestPreviousQualification=NQF–6;CourseAppliedforis–Ahigherlevelthanpreviousstudy;ProgressionReason–leaveblank

Pleasenote:The‘Notes’sectionshouldbeusedtorecordanyadditionalinformationrelatingdirectlytotheacademicprogressionbeingcreatedthatwerequireforUKVIauditpurposesorwhenweassignaCAS–thisshouldonlybepopulatedafterdiscussionwiththeCentralAdmissionsTeam.Forexample,ifanapplicantpreviouslyobtainedaTier4visaforstudiesatNQFlevel7andenteredtheUK,butwehaveevidencetoshowthattheynever

registeredforthisprogrammethentheywouldnotfallfoulofthe‘failedtocompletetheprogrammeforwhichtheyweresponsored’regulation,andthereforerecordingthisinformationinthisfieldwouldbevitalforbothassigninganewCAS,aswellasforauditpurposes.WewouldindicateontheCAS,viaasponsornoteintotheUKVICASsystem,thatavisawasgrantedbutthattheapplicantdidnotregisterorcommencestudies.

ClickSAVE&CLOSE.

OntheAPPLICATION:STUDENTAPPLICATIONscreenclickSAVE.

TheAcademicProgressionfieldnowshowstheAcademicProgressionrecordfortheapplicant

ClickontheAcademicProgressionrecordnametoshowrelatedinformation

TheCumulativeDurationfieldisnowpopulatedandshowsthetimetheapplicanthasstudiedintheUK(inmonths).ThiswillnotexceedthepermitteddurationsotheHasExceededtimeallowedforstudyremainsasNo.

ClickSAVE&CLOSE.

OntheAPPLICATION:STUDENTAPPLICATIONscreenopentheQualificationtab,scrolldowntothe**Checking**fieldandinAcademicProgressionCheckselectCheckedfromthedropdownmenu.

ClickSAVE.

USERTIP:HowtocompletetheAcademicProgressionrecord

Field

HowtoPopulate

Why?

Tier4Visa

Yes/No

ThisistodetailwhethertheapplicanthaspreviouslyhadaTier4visa.Byselectingyes,thisindicatesthatwehavetodeclareacademicprogression.

Iftheyconfirmedtheirpreviousstudywasonadifferentvisa,noshouldbeselectedhere.

VisaType

Tier4(auto)

Thisisthevisatypethattheapplicantpreviouslyheld.

Ifyeswasselectedinthepreviousfield,thisfieldwillautomaticallypopulatetoTier4.

Ifnowasselected,youmustselectthevisatypethattheapplicantdeclared,asthisshouldbeheldforauditpurposes(i.e.thereasonacademicprogressionisnotbeingdeclared).

CumulativeDuration

Leaveblank

Thisfieldwilllaterbeauto-populatedwiththedurationofallacademicand/orEnglishrecordsmarkedas‘requiredforacademicprogression’,bycalculatingthedurationbetweenthestartandenddatesoftheprogramme.Seelaterinstructions.

InternationalstudentsaresubjecttotimelimitsontheirdurationofstudyonaTier4Visa,andthereforewemustbeconfidentthatissuinganofferwillnottakethembeyondthepermittedtime.

Hasexceededtimeallowed

forstudy

LeavesettoNo

Lateron,ifthefieldaboveshowsadurationlongerthanispermitted,thisshouldbechangedtoyes.

Inthisscenario,thisfieldshouldremainasNo.

HighestPreviousQualification

NQF6

Thisreferstothelevelofstudythattheapplicantwaspreviouslysponsoredfor.GenerallythiswillbeNQF6.

IfanapplicanthasconfirmedthattheyweresponsoredatahigherlevelegNQF7youmustprovidejustificationforstudyatthesamelevel.

Courseappliedforis

Ahigherlevelthanpreviousstudy

Thisfieldisrequiredaswe’reonlyabletoallowprogressiontoahigherlevelprogramme,orasamelevelprogrammeunderexceptionalcircumstances.

GenerallyaMastersisahigherlevel(NQF7)thantheBachelorstheyweresponsoredtostudyforintheUK.

Progressionreason

Leaveblank

Ifwearesponsoringanapplicantforsamelevelstudy,wehavetogiveareasontojustifythis.Wehavesetprogressionjustification.Asaninstitution,wehaveanumberofstandardjustificationtextswhichcanbeused.Iftheapplicantdoesnotfallintoanyoftheoptionsavailable,youmaynotbeabletomakethemanoffer.

Inthisscenario,theapplicantisprogressingfromalowerleveltoahigherlevel,sothereisnoneedtoprovideajustificationtext.

SupportingInformation

Viewing&CheckingtheSupportingStatement

ExpandtheSupportingInformationtab.

ScrolldowntoviewtheSUPPORTINGSTATEMENTs