Clients are your students and learners.
Used to record an unlimited number of classifications as needed per Client. This feature is mostly used to record client-specific data that may not have an existing field in the Client Profile. Classi...
Navigation: Main Menu »» Clients »» Coursework Applies To: Enterprise Overview Allows user view all coursework entries for all clients and add new coursework entries for an individual clien...
Allows users to upload, classify, describe, and store MS Word or PDF files for a specific Client. Use of documents may require the purchase of additional storage space on XenDirect servers. Documents...
Allows users to record Employment records for a Client. Both pre-employment and post-employment can be recorded. Navigation Menu Main Menu > Clients > Employment Applies To: Enterprise Plus Det...
Allows users to record an unlimited number of Family members for the Client and gather important information on the family members. Can also be used to record emergency contacts. Navigation Main Menu ...
Used to link Client with one or more Fee Groups. Fee Groups determine which fees are attributed to the client during registration and for all balance due calculations. Fee Groups are also used for th...
Allows users to record funding sources for a Client. Can also be used to track the amount and balance available for each funding source as used. Navigation Main Menu > Clients > Funding Applies To: ...
Allows for an unlimited number of Goals and Achievements to be recorded per client. Navigation Menu Main Menu > Clients > Goals/Achievements Applies To: Enterprise Details Goal: Goal name pul...
Used to record college and higher education details per Client. Navigation Menu: Main Menu > Clients > Higher Education Applies To: Enterprise Details Higher Education Name: College, universi...
Used to record and track additional client profile data related to Intake and Exit. This area is a 1:1 relationship to the client profile meaning there will only ever be one Intake/Exit record per Cli...