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Instruction Guide

This instructional guide outlines the steps for entering student details from an enrolment form into an admin system Excel file. It includes instructions on locating the student, updating their status, changing payment information, and adding comments regarding tutoring goals. The guide emphasizes the importance of correctly formatting phone numbers and ensuring all details are accurately transferred.

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sormistha034
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6 views3 pages

Instruction Guide

This instructional guide outlines the steps for entering student details from an enrolment form into an admin system Excel file. It includes instructions on locating the student, updating their status, changing payment information, and adding comments regarding tutoring goals. The guide emphasizes the importance of correctly formatting phone numbers and ensuring all details are accurately transferred.

Uploaded by

sormistha034
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Instructional Guide:

This guide shows how the details from Example_form.pdf Enrolment Form have been
entered into our admin system excel file. NOTE: This guide only contains instructions.
This student’s details have already been filled into the admin system for your
reference.

1. The student must be found and located on the admin system. You can use the
find function (CTRL+F) to find their name. The name will already be on the
admin system in his designated subject tab (you do not have to create a new
name).

Before (Enrolment Form):

Excel Location:

2. Once the student has been found on the admin system, you will find his status
columns, and there will also be some details missing under the other columns.
3. You must now read all the details from the enrolment form and enter it into
the admin system. NOTE: When adding a phone number, the 0 at the start
must be replaced by 61. This is Australia’s area code.

Before (Enrolment Form):

After:

4. Once all the details are added from the enrolment form, his status must then
change to Fulfilled, Enrolled.

Before After
5. His Payment must be changed according to the enrolment form as well
(Monthly, Termly). Once the payment cell is changed, the Requires Invoice
must be added in the Invoicing column as well.

Enrolment Form:

Excel:

Before After

6. A comment should be made using the Excel Comment Feature to display the
student’s and parent’s goals for tutoring like below. Note: Bhavesh is another
data entry person.

Before (Enrolment Form):

After:

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