Manage Student Withdrawal. C3-WD Manage Withdrawal by School Student Registrar Description: –This function allows the School Student Registrar to; Setup.

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Presentation transcript:

Manage Student Withdrawal

C3-WD Manage Withdrawal by School Student Registrar Description: –This function allows the School Student Registrar to; Setup the Approver section Update the Approver section Record the Withdrawal request with Supporting documents Cancel/Complete/Resubmit a Rejected Withdrawal Request View and Print the Withdrawal Request Record the outcome of the Withdrawal Request View Student Withdrawal Request Reports Granted Role: –School Student Registrar Menu Path: –Main Menu > Set Up SACR > Product Related > Student Movement > Setup > Set Up Approvers –Main Menu > Records and Enrollment > Student Movement > Student Withdrawals > Withdrawal Request –Main Menu > Records and Enrollment > Enroll Students > Enrollment Request –Main Menu > Records and Enrollment > Student Term Information > Term History –Main Menu > Records and Enrollment > Career and Program Information > Student Program/Plan –Main Menu > Reporting Tools > Query > Query Viewer

Flow for the Module Setup Approvers Withdrawal Request Form Save the Withdrawal Request Submit the Withdrawal Request for Approval Approve Reject Routed for Approval Cancel Complete Re-submit Clearance Update Student Records Additional Activities View Submitted Withdrawal Request Print Withdrawal Request View Reports Additional Activities View Submitted Withdrawal Request Print Withdrawal Request View Reports Cancel

Process Flow - 1

Process Flow - 2

Flow for the Module Setup Approvers Withdrawal Request Form Save the Withdrawal Request Submit the Withdrawal Request for Approval Approve Reject Routed for Approval Cancel Complete Re-submit Clearance Update Student Records Additional Activities View Submitted Withdrawal Request Print Withdrawal Request View Reports Additional Activities View Submitted Withdrawal Request Print Withdrawal Request View Reports Cancel

C3-WD01 Setting up an Approver

C3-WD01 Setting up an Approver Description: –This function allows the School Student Registrar to Setup the Approver section. Granted Role: –School Student Registrar Menu Path: –Main Menu > Set Up SACR > Product Related > Student Movement > Setup > Set Up Approvers

How to Use 1.Navigate to the screen via menu path 2.Click on the Add a New Value tab 3.Enter the Campus (School ID) 4.Click on Add 5.Enter the approvers data 6.Click on Save Refer also to Online Help

Navigate Navigation: Set Up SACR > Product Related > Student Movement > Setup > Setup Approvers

Add a New Value

Search for an Academic Institution

Search for Campus

Select the Campus the Registrar has access to.

Add new Approver

Select Effective Date Select the date this approver is effective from as Effective Date.

Select Status Select ‘Active’ in the Status field to activate the list of Approvers for the school.

Select Staff ID Select the Staff ID of the Principal and/or Deputy Principal for the school.

Select Staff ID

Save the Approver Setup

C3-WD02 Update the Approver Section

C3-WD02 Update the Approver Setup Description: –This function allows the School Student Registrar to Update the Approver section. Granted Role: –School Student Registrar Menu Path: –Main Menu > Set Up SACR > Product Related > Student Movement > Setup > Set Up Approvers

1.Navigate to the screen via menu path 2.Click on the Find an Existing Value tab 3.Enter the Academic Institution 4.Enter the Campus (School ID) 5.Click on Search 6.Update the approvers data 7.Click on Save Refer also to Online Help How to Use

Navigate Navigation: Set Up SACR > Product Related > Student Movement > Setup > Setup Approvers

Find an Existing Value

Search for the Academic Institution

Search for the Campus

Select the Campus the Registrar has access to.

Search for the existing Approver Setup

Update the existing Approver Setup Click on ‘+’ to add a new approver record.

Update the existing Approver Setup Update the record as necessary. 1.To add a new approver to the existing list, click on ‘+’ sign. 2.To remove an approver from the list, click on ‘-’ sign. Enter the Effective Date for the new Approver list.

Save the updated Approver Setup

Flow for the Module Setup Approvers Withdrawal Request Form Save the Withdrawal Request Submit the Withdrawal Request for Approval Approve Reject Routed for Approval Cancel Complete Re-submit Clearance Update Student Records Additional Activities View Submitted Withdrawal Request Print Withdrawal Request View Reports Additional Activities View Submitted Withdrawal Request Print Withdrawal Request View Reports Cancel

Flow for the Module Setup Approvers Withdrawal Request Form Save the Withdrawal Request Submit the Withdrawal Request for Approval Approve Reject Routed for Approval Cancel Complete Re-submit Clearance Update Student Records Additional Activities View Submitted Withdrawal Request Print Withdrawal Request View Reports Additional Activities View Submitted Withdrawal Request Print Withdrawal Request View Reports Cancel

C3-WD03 Record the Withdrawal Request with supporting documents

C3-WD03 Record the Withdrawal request with supporting documents Description: –This function allows the School Student Registrar to Save and Submit a Withdrawal Request for a student Granted Role: –School Student Registrar Menu Path: –Main Menu > Records and Enrollment > Student Movement > Student Withdrawals > Withdrawal Request

1.Navigate to the screen via menu path 2.Click on the Add a New Value tab 3.Enter the Student ID 4.Click on Add 5.Enter the Withdrawal Request information 6.Click on Save and Submit Refer also to Online Help How to Use

Navigate Navigation: Main Menu > Records and Enrollment > Student Movement > Student Withdrawals > Withdrawal Request

Add a New Value

Select a student

Select the Student who has requested to Withdraw.

Add Withdrawal request

Withdrawal Request

Select a Withdrawal Reason Select a Withdrawal Reason from the following: 1)‘Berpindah ke Sekolah Swasta’ (Student transferring to a Private School) 2)‘Ibu-Bapa / Penjaga ditugaskan ke Luar Negara’ (Overseas posting of parents) 3)‘Masalah Kesihatan’ (Health Reasons) 4)‘Balik ke Negeri Asal’ (Moving back to Home Country)

Select Date of Request & Date of Withdrawal Date of Request: Date the Withdrawal is requested by the student/parent. Date of Withdrawal: Date the student will actually withdraw from school.

Add Remarks/Comments Enter any additional information relevant to the withdrawal request as Remarks/Comments.

Attach Supporting Documents Click on Add Attachment to attach the supporting document.

Attach Supporting Documents Click on the Browse button to select the document.

Attach Supporting Documents Select the file from the computer (any format with maximum size 2MB) and click on Open.

Attach Supporting Documents Click on Upload to upload the selected document. Click on Cancel to cancel the Transaction

View or Delete an attached document View Attachment: Click on the button to view the attached document Delete Attachment: Click on the button to delete the attached document To add more supporting documents, click on ‘+’ button.

Save a Withdrawal Request

Once the request is successfully saved, a Request Nbr will be assigned and the Status will remain as ‘Pending’.

Submit a Withdrawal Request After Saving the request, click on Submit for the Approver to process the request

Submit a Withdrawal Request Click on the OK, to proceed to submit the Withdrawal Request. Click on Cancel, to return back to the Withdrawal Request without submitting it.

Submit a Withdrawal Request Once the request is successfully submitted, a Request Nbr will be assigned and the Status will be changed to ‘Submitted’.

Notification for a Submitted Request Once the Withdrawal Request is Submitted, the School Approver will be sent an . The School Student Registrar will receive a copy of the .

Flow for the Module Setup Approvers Withdrawal Request Form Save the Withdrawal Request Submit the Withdrawal Request for Approval Approve Reject Routed for Approval Cancel Complete Re-submit Clearance Update Student Records Additional Activities View Submitted Withdrawal Request Print Withdrawal Request View Reports Additional Activities View Submitted Withdrawal Request Print Withdrawal Request View Reports Cancel

Flow for the Module Setup Approvers Withdrawal Request Form Save the Withdrawal Request Submit the Withdrawal Request for Approval Approve Reject Routed for Approval Cancel Complete Re-submit Clearance Update Student Records Additional Activities View Submitted Withdrawal Request Print Withdrawal Request View Reports Additional Activities View Submitted Withdrawal Request Print Withdrawal Request View Reports Cancel

C3-WD04 Cancel/Complete/ Resubmit a rejected Withdrawal Request

C3-WD04 Cancel/Complete/Resubmit a rejected Withdrawal Request Description: –This function allows the School Student Registrar to Cancel, Complete and Resubmit a rejected request. Granted Role: –School Student Registrar Menu Path: –Main Menu > Records and Enrollment > Student Movement > Student Withdrawals > Withdrawal Request

1.Navigate to the screen via menu path 2.Click on the Find an Existing Value 3.Enter the Student ID 4.Click on Search 5.Select the necessary action 6.Click on Cancel/Complete/Submit Refer also to Online Help How to Use

Navigate Navigation: Main Menu > Records and Enrollment > Student Movement > Student Withdrawals > Withdrawal Request

Find an Existing Value

Search for the Academic Institution

Search for the Student ID Select a Student the Registrar want to Re- submit/Cancel/Complete.

Search for the Withdrawal Request

Notification for a Rejected Request Once the Withdrawal Request is Rejected, the School Student Registrar will receive an . The DS Approver will be copied in the .

Re-submit a rejected request Based on the comments from the Approver, update the Withdrawal Request and click on Submit to re-submit the request.

Cancel a Withdrawal Request If the Withdrawal Request is not required anymore, click on Cancel button.

Notification for an Approved Request Once the Withdrawal Request is Approved, the School Student Registrar will receive an . The DS Approver will be copied in the .

Complete a Withdrawal Request Once the Withdrawal Request is Approved, finalize the Withdrawal Request by clicking on the Complete button.

Complete a Withdrawal Request - Clearance

Notification for a Routed Request Once the Withdrawal Request is Routed for Approval, the DS Approver will receive an . The School Student Registrar and the School Approver will be copied in the .

Flow for the Module Setup Approvers Withdrawal Request Form Save the Withdrawal Request Submit the Withdrawal Request for Approval Approve Reject Routed for Approval Cancel Complete Re-submit Clearance Update Student Records Additional Activities View Submitted Withdrawal Request Print Withdrawal Request View Reports Additional Activities View Submitted Withdrawal Request Print Withdrawal Request View Reports Cancel

Flow for the Module Setup Approvers Withdrawal Request Form Save the Withdrawal Request Submit the Withdrawal Request for Approval Approve Reject Routed for Approval Cancel Complete Re-submit Clearance Update Student Records Additional Activities View Submitted Withdrawal Request Print Withdrawal Request View Reports Additional Activities View Submitted Withdrawal Request Print Withdrawal Request View Reports Cancel

C3-WD05 View and Print the Withdrawal Request.

C3-WD05 View and Print the Withdrawal Request Description: –This function allows the School Student Registrar to View and Print the Withdrawal Request. Granted Role: –School Student Registrar Menu Path: –Main Menu > Records and Enrollment > Student Movement > Student Withdrawals > Withdrawal Request

1.Navigate to the screen via menu path 2.Click on the Find an Existing Value 3.Enter the Student ID 4.Click on Search 5.Review the completed request 6.Click on Print Form Refer also to Online Help How to Use

Navigate Navigation: Main Menu > Records and Enrollment > Student Movement > Student Withdrawals > Withdrawal Request

Find an Existing Value

Search for the Academic Institution

Search for the Student ID Select a Student the Registrar want to View/Print a completed request.

Search for the Withdrawal Request

View and Print the request Review the completed Withdrawal Request and click on Print Form to generate the PDF file.

Flow for the Module Setup Approvers Withdrawal Request Form Save the Withdrawal Request Submit the Withdrawal Request for Approval Approve Reject Routed for Approval Cancel Complete Re-submit Clearance Update Student Records Additional Activities View Submitted Withdrawal Request Print Withdrawal Request View Reports Additional Activities View Submitted Withdrawal Request Print Withdrawal Request View Reports Cancel

Flow for the Module Setup Approvers Withdrawal Request Form Save the Withdrawal Request Submit the Withdrawal Request for Approval Approve Reject Routed for Approval Cancel Complete Re-submit Clearance Update Student Records Additional Activities View Submitted Withdrawal Request Print Withdrawal Request View Reports Additional Activities View Submitted Withdrawal Request Print Withdrawal Request View Reports Cancel

C3-WD06 Record the outcome of the Withdrawal request

C3-WD06 Record the outcome of the Withdrawal request Description: –This function allows the School Student Registrar to record the outcome of the Withdrawal request. Granted Role: –School Student Registrar Menu Path: Drop Class Enrollment –Main Menu > Records and Enrollment > Enroll Students > Enrollment Request Term Withdrawal –Main Menu > Records and Enrollment > Student Term Information > Term History Update Student Program/Plan –Main Menu > Records and Enrollment > Career and Program Information > Student Program/Plan

1.Navigate to the screen via menu path 2.Click on the Find an Existing Value 3.Enter the Student ID 4.Click on Search 5.Follow the necessary steps to complete the record 6.Click on Save Refer also to Online Help How to Use

Drop Student Enrollment - Navigate Navigation: Main Menu > Records and Enrollment > Enroll Students > Enrollment Request

Add a New Value

Select the Student ID

Search from the Student ID and click on the ID in the Search Results.

Select the Academic Career

Select the Term

Select the Term the student has withdrawn from

Add the New Enrolment Request

Enrolment Request

Select the Action Select the ‘Drop’ action from the drop down.

Select the Action Reason

Select the Classes

Select the classes the student is enrolled in. The classes to be dropped should be selected one by one. The student needs to be dropped from ALL the classes.

Select the Classes Click on the ‘+’ sign to add the other classes.

Select the Classes Click on the ‘+’ sign to add the other classes. **Note: Once a new Sequence Nbr is added, repeat the same actions until all the classes are selected to be dropped.

Save the Enrollment Request

Saved Enrollment Request Enrollment Request ID will be assigned.

Submit the Enrollment Request

Status is changed to ‘Success’, once the request is processed and all the classes are dropped.

Term Withdrawal - Navigate Navigation: Main Menu > Records and Enrollment > Student Term Information > Term History

Find an Existing Value

Enter student ID

Search for the student

Term Withdrawal Click on the Term Withdrawal tab.

Term Withdrawal Select the Term the student is withdrawing from.

Term Withdrawal Select Withdraw from the drop down.

Term Withdrawal Select Withdraw/Cancel Reason from the drop down.

Term Withdrawal To complete the term withdrawal, click on Post Term Withdrawal.

Term Withdrawal The status of the posting will be Success when it is successful.

Update Student Program/Plan - Navigate Navigation: Main Menu > Records and Enrollment > Career and Program Information > Student Program/Plan

Find an Existing Value

Enter the Student ID

Search for the student

Record the Student Withdrawal Click on the Correct History button, then Click on ‘+’ to enter a new record in the Student Program/Plan record.

Record the Student Withdrawal Effective Date: Select the date from which the student will withdraw from school Program Action: Select Withdrawn Action Reason: Select the reason mentioned in the request form

Select the Program Action Program Action to be used will be ‘WADM’ which has the description ‘Withdrawal’

Select the Action Reason Select an Action Reason from the following: 1.WD1 - ‘Ibu-Bapa / Penjaga ditugaskan ke Luar Negara’ (Overseas posting of parents) 2.WD2 - ‘Berpindah ke Sekolah Swasta’ (Student transferring to a Private School) 3.WD3 - ‘Masalah Kesihatan’ (Health Reasons) 4.WD4 - ‘Balik ke Negeri Asal’ (Moving back to Home Country)

Save the Student Program

Flow for the Module Setup Approvers Withdrawal Request Form Save the Withdrawal Request Submit the Withdrawal Request for Approval Approve Reject Routed for Approval Cancel Complete Re-submit Clearance Update Student Records Additional Activities View Submitted Withdrawal Request Print Withdrawal Request View Reports Additional Activities View Submitted Withdrawal Request Print Withdrawal Request View Reports Cancel

Flow for the Module Setup Approvers Withdrawal Request Form Save the Withdrawal Request Submit the Withdrawal Request for Approval Approve Reject Routed for Approval Cancel Complete Re-submit Clearance Update Student Records Additional Activities View Submitted Withdrawal Request Print Withdrawal Request View Reports Additional Activities View Submitted Withdrawal Request Print Withdrawal Request View Reports Cancel

C3-WD08 View Student Withdrawal Request Reports

C3-WD08 View Student Withdrawal Request Reports Description: –This function allows the School Student Registrar to view the Student Withdrawal Request Reports MOE_RPT_WD_001_01 – List of Withdrawn Students MOE_RPT_WD_001_02 – Student Withdrawal Statistics Granted Role: –School Student Registrar Menu Path: –Main Menu > Reporting Tools > Query > Query Viewer

1.Navigate to the screen via menu path 2.Enter the Query Name 3.Click on Search 4.Enter the relevant data on the prompts 5.Click on View Result Refer also to Online Help How to Use

Navigate Navigation: Main Menu > Reporting Tools > Query > Query Viewer

Search by: Query Name Select Query Name to Search

Enter the Query Name Enter the *Query Name: MOE_RPT_WD_001_01

Click on Search

Click on Run to HTML HTML: Will open a web page to enter the input to run the report. The report results will be displayed on the web page. Excel: Will open a web page to enter the input to run the report. The report results will be opened in an Excel Worksheet

Click on Run to HTML

Search for an Academic Institution

Search for the Cluster/Zone

Search for the Campus

Select the Campus available in the lookup or enter ‘%’ to select all the values in the lookup.

Search for the Academic Career

Select the Academic Career available in the lookup or enter ‘%’ to select all the values in the lookup.

Search for the Academic Program

Select the Academic Program available in the lookup or enter ‘%’ to select all the values in the lookup.

Search for an Academic Plan

Select the Academic Plan available in the lookup or enter ‘%’ to select all the values in the lookup.

Search for a Request Status

List of Status: Approved if the Withdrawal Request is Approved Cancelled if the Withdrawal Request is Cancelled Completed if the Withdrawal Request is Completed Pending if the Withdrawal Request is still Pending Rejected if the Withdrawal Request is Rejected Route if the Withdrawal Request is been Routed for Approval Submitted if the Withdrawal Request is just Submitted Select the Request Status available in the lookup or enter ‘%’ to select all the values in the lookup.

Select *From Date and *To Date *From Date and *To Date is used to indicate the period for which the report should be run. The Withdrawal Requests selected will be the ones raised during this period.

Select *From Date and *To Date

Click to View Results

Report Results If required, the Report Results can be downloaded to an Excel SpreadSheet by clicking on the link.

Enter the Query Name Enter the *Query Name: MOE_RPT_WD_001_02

Click on Search

Click on Run to HTML

Search for an Academic Institution

Search for the Cluster/Zone

Search for the Campus

Select the Campus available in the lookup or enter ‘%’ to select all the values in the lookup.

Select *From Date and *To Date *From Date and *To Date is used to indicate the period for which the report should be run. The Withdrawal Requests selected will be the ones raised during this period.

Select *From Date and *To Date

Click to View Results

View the Statistical Report If required, the Report Results can be downloaded to an Excel SpreadSheet by clicking on the link.

End of Presentation Thank You