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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 on theme: "Manage Student Withdrawal. C3-WD Manage Withdrawal by School Student Registrar Description: –This function allows the School Student Registrar to; Setup."— Presentation transcript:

1 Manage Student Withdrawal

2 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

3 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

4 Process Flow - 1

5 Process Flow - 2

6 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

7 C3-WD01 Setting up an Approver

8 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

9 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

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

11 Add a New Value

12 Search for an Academic Institution

13

14 Search for Campus

15 Select the Campus the Registrar has access to.

16 Add new Approver

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

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

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

20 Select Staff ID

21 Save the Approver Setup

22 C3-WD02 Update the Approver Section

23 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

24 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

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

26 Find an Existing Value

27 Search for the Academic Institution

28

29 Search for the Campus

30 Select the Campus the Registrar has access to.

31 Search for the existing Approver Setup

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

33 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.

34 Save the updated Approver Setup

35 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

36 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

37 C3-WD03 Record the Withdrawal Request with supporting documents

38 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

39 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

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

41 Add a New Value

42 Select a student

43 Select the Student who has requested to Withdraw.

44 Add Withdrawal request

45 Withdrawal Request

46 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)

47 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.

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

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

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

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

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

53 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.

54 Save a Withdrawal Request

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

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

57 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.

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

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

60 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

61 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

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

63 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

64 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

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

66 Find an Existing Value

67 Search for the Academic Institution

68

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

70 Search for the Withdrawal Request

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

72 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.

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

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

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

76 Complete a Withdrawal Request - Clearance

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

78 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

79 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

80 C3-WD05 View and Print the Withdrawal Request.

81 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

82 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

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

84 Find an Existing Value

85 Search for the Academic Institution

86

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

88 Search for the Withdrawal Request

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

90 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

91 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

92 C3-WD06 Record the outcome of the Withdrawal request

93 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

94 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

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

96 Add a New Value

97 Select the Student ID

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

99 Select the Academic Career

100

101 Select the Term

102 Select the Term the student has withdrawn from

103 Add the New Enrolment Request

104 Enrolment Request

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

106 Select the Action Reason

107

108 Select the Classes

109 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.

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

111 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.

112 Save the Enrollment Request

113 Saved Enrollment Request Enrollment Request ID will be assigned.

114 Submit the Enrollment Request

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

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

117 Find an Existing Value

118 Enter student ID

119 Search for the student

120 Term Withdrawal Click on the Term Withdrawal tab.

121 Term Withdrawal Select the Term the student is withdrawing from.

122 Term Withdrawal Select Withdraw from the drop down.

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

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

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

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

127 Find an Existing Value

128 Enter the Student ID

129 Search for the student

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

131 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

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

133 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)

134 Save the Student Program

135 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

136 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

137 C3-WD08 View Student Withdrawal Request Reports

138 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

139 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

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

141 Search by: Query Name Select Query Name to Search

142 Enter the Query Name Enter the *Query Name: MOE_RPT_WD_001_01

143 Click on Search

144 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

145 Click on Run to HTML

146 Search for an Academic Institution

147

148 Search for the Cluster/Zone

149

150 Search for the Campus

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

152 Search for the Academic Career

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

154 Search for the Academic Program

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

156 Search for an Academic Plan

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

158 Search for a Request Status

159 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.

160 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.

161 Select *From Date and *To Date

162 Click to View Results

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

164 Enter the Query Name Enter the *Query Name: MOE_RPT_WD_001_02

165 Click on Search

166 Click on Run to HTML

167 Search for an Academic Institution

168

169 Search for the Cluster/Zone

170

171 Search for the Campus

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

173 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.

174 Select *From Date and *To Date

175 Click to View Results

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

177 End of Presentation Thank You


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