Client Workflows and Tools

Processing functions to help you manage Clients.

• Add Assignments and Payments

  XenDirect allows you to add as many assignments (registrations) to a client as necessary. Once an assignment record is corrected, you can immediately record the payment without leaving the Assignment ...

• Add EPE Funding

  The NYSED EPE/EA reports are no longer updated based on NYSED's requirement that reporting organizations use the ASISTS software to report EPE/EA.  The EPE/EA reports still remain available in XenDire...

• Add Residency

  Used to add a residency record to all clients that do not have a currently active Residency record. Navigation Tools  Client Functions > Add Residency Applies To:    Enterprise Details  Only one Resid...

• Add Testing

  This utility uses a table format to allow add and update of Client Testing scores for an entire course enrollment on one screen. Navigation Tools > Course Functions > Add Testing Applies To:     Enter...

• Add User Name

  Used to add a User Name and Password to Client records that do not have a User Name value Navigation Tools > Client Functions > Add User Name Applies To:    Enterprise    Plus    Basic Details Prior t...

• Delete One Client

  This function will delete one client and all related tables or make their profile anonymous in one step. Bulk delete of multiple clients in one process is not supported in Release 3. Navigation: Tools...

• Document Delete

  Used to delete all Client Documents of a specific type. Navigation Menu Tools > Client Functions > Document Delete Applies To:    Enterprise   Plus   Basic Details Select Document Type from list. Clic...

• Manage CTEDS

  There are two functions that assist with the data management of the NYSED Secondary CTEDS-2 report. Important: The NYSED CTEDS reports are no longer updated based on NYSED's requirement that reporting...

• Manage Fee Groups

  Used to either add a new Fee Group to all Client records where the current Fee Group has expired (all versions) or add a new Fee Group based on eligibility (Plus and Enterprise versions only). Navigat...

• Merge Clients

  The merge Clients function performs a record update process to merge records from one client record into another. This is typically done because when both client records are the same person. Navigatio...