look_up_student_information
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look_up_student_information [2007/10/30 11:51] 24.233.129.58 created |
look_up_student_information [2018/11/01 13:34] (current) |
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| === Viewing All Students === | === Viewing All Students === | ||
| - | To view a list of students, on the program's opening page, click the "Students" link. This will display a list of active students, sorted by last name and including their instructor, department, and phone numbers. If a student is over budget, his or her last name will be highlighted in red. Click a student's last name to open that student's information. At the top of the page are a set of features as described below: | + | To view a list of students, on the program's opening page, click the "Students" link. This will display a list of active students, sorted by last name and including their instructor, level, and phone numbers. If a student is over budget, his or her last name will be highlighted in red. Click a student's last name to open that student's information. At the top of the page are a set of features as described below: |
| == Add a New Student == | == Add a New Student == | ||
| Click to add a new student to the list for adding a new lesson. However, the prefered method of adding a new student is through the Inquiries page. See [[Add a New Student]] for further instructions. | Click to add a new student to the list for adding a new lesson. However, the prefered method of adding a new student is through the Inquiries page. See [[Add a New Student]] for further instructions. | ||
| - | == Sort by Department and Balance == | + | == Sort by Level and Balance == |
| - | This will re-sort the list but order the students not by name, but by their department and the number of lesson they have remaining in their enrollment. This is best used with the following "Show Appointment Information" feature. This feature can be useful to determine students with whom an executive should follow up. | + | This will re-sort the list but order the students not by name, but by their level and the number of lesson they have remaining in their enrollment. This is best used with the following "Show Appointment Information" feature. This feature can be useful to determine students with whom an executive should follow up. |
| == Show Appointment Information == | == Show Appointment Information == | ||
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| Each lesson on the lesson sheet may have 2 pieces of information other than the student's display name. If the student has a payment due, a red $ will be displayed next to the student's name. If the student is over budget, a black >? will be displayed after their name. Hovering over either of these symbols with the mouse will bring up a [[ToolTips|tooltip]] with more information. | Each lesson on the lesson sheet may have 2 pieces of information other than the student's display name. If the student has a payment due, a red $ will be displayed next to the student's name. If the student is over budget, a black >? will be displayed after their name. Hovering over either of these symbols with the mouse will bring up a [[ToolTips|tooltip]] with more information. | ||
| - | The department displayed on the lesson is not necessarily the department of the student. It is the department of the enrollment that the lesson is being taken using, which could be a lower department than that of the student if the student has already purchased another enrollment. | + | The level displayed on the lesson is not necessarily the level of the student. It is the level of the enrollment that the lesson is being taken using, which could be a lower level than that of the student if the student has already purchased another enrollment. |
| === Viewing Student Financial Information === | === Viewing Student Financial Information === | ||
look_up_student_information.1193759517.txt.gz · Last modified: 2018/11/01 13:34 (external edit)
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