Need to populate all those drop down fields? Look here.
Policies are user-defined settings that manage Cancellation and Refund Policies for Course Sections. These policies can be enabled independently or together, affecting how refund and cancellation info...
The Postal Codes list contains postal codes associated with City, State, and Country information. The allowed length of postal codes and address formats is determined by the Branch Profile settings un...
Program Groups are used to categorize Courses and Course Sections, define Course Sequences, and manage Program Tracking for diplomas, certificates, and structured learning paths. This feature allows o...
Refund and Discount Reasons are used in General Ledger and Client Payment records to document the reason for issuing a refund or discount. These records ensure accurate financial tracking and reportin...
Revenue Items are used to track purchased items in Client Payments and General Ledger revenue records. These items are categorized for accurate financial reporting and may be linked to funding sources...
Room Types are used in Location Records to classify rooms based on their intended use. This categorization helps in managing facility resources efficiently. Navigation Main Menu → Selects → N-Z → Room...
The Schools feature is used to track the school district residency of clients. It consists of three main elements: School Districts, School Names, and School Contacts. These elements help categorize c...
The Sequence feature enables the creation of a structured list of required courses for a certificate or degree program, defining the general order in which they should be taken. This helps establish c...
The Sessions feature is used to define specific periods when courses are scheduled, including registration dates, start and end dates, and restrictions. Sessions help manage course availability and co...
The States feature allows users to manage state, province, district, or similar international geographic regions associated with postal codes. This ensures proper address formatting, tax rate referenc...