Programme management list view

Here we will look at how to manage the programmes in the list view after they have been created. The view is broken down into four tabs Programmes, Applicants, Modules, and Calendar.

Each tab will have different bulk actions attached. Use the checkboxes next to the programme name to bulk select programmes.

Bulk actions

By default, this will list programmes from the current academic year. You can change the year value to show future or previous programmes.

EDIT STATUSES

This makes it easier to manipulate applicant statuses in bulk from either applicant, module, or programme view. Use this feature to move applicants to accepted, or wait listed, or cancel programmes in bulk. The slide-over has a quick email feature so that you can inform them of the change.

Each status has an email template, which can be amended. Check out the Replacement tags (Export tags) to further embellish the mail.

EDIT TYPES

This feature is used primarily to send bulk communications to candidates. It allows for a template message, which will also change the applicant's status.

BULK UPDATE/BULK ROLLOVER

Select programmes using the check box next to their name. You can now bulk update various elements of the programmes. 

Bulk rollover is a tool which will create new programmes in the future.

You need to have a new intake class created in the target academic year. Set the default status for existing and new applicants. Change the payment status as well. If a new payment is needed, this needs to be set to expected.

Root programme is used to attach multi-year programmes together. If the root programme is selected then the new programme is a standalone year programme with no parent. If it is unselected then the programmes will connected and the programme ID number will be visible in the parent programme field. 

This feature is used in custom transcript requests attached to the programme builder core module.

You select what you would like to roll over for the programme. Note that modules must be created manually in the new programme.

Bulk update in the applicant tab has different options. It will allow you to change application and payment statuses in bulk.

BULK EMAIL

If you move to the applicant tab, a further option appears allowing you to send a mail in bulk to all selected applicants.

EXCEL EXPORT

You can extract information from the list page directly. Depending on the view, further details may be added. If you require detailed exports then try using the Quick report filters and export options for programmes.

Managing your programmes

Programmes once published (active) will start to receive applicants. These will need to be managed by your team. Depending on the programme settings, your team will need to confirm and accept these candidates, and manually control the payment expectations. The bulk action tools are a great way to make this process easier.