Manage Student Requests
Last updated
Paradigm Knowledge Base
Last updated
NOTE:
The following workflows are designed for Full Admin users or Staff members responsible for reviewing or approving student requests.
If you use the Student Requests screen for the first time, refer to this page to configure the feature.
Administrators of Paradigm with access to student records can create requests on behalf of students.
Load the student record and navigate to the Student > Summary menus on the side.
There are two ways you can access the Student Request page as a Full Admin user:
In the Student Summary screen, go to the STUDENT REQUEST LIST section at the bottom of the page and click the NEW REQUEST button.
Navigate via the Student > Student Requests menu on the side.
In the CUSTOMER REQUEST section, fill out the necessary details. Refer to the following field description as your guide. Fields with * are mandatory:
Program* - Select the student's enrolled program where you want to associate the request
Name* - Title of the request
Description - Add a brief description or additional details of the request
Customer Request Date - You can set the date when the request is made
Response Due Date - Option to set due date as to when the request is applicable
Request Type* - Select one from the available types of request
Category ID* - Select the applicable category from the list
Status - You can set the current status of the request
Request Priority - The priority of the request can also be set
Click the SAVE CUSTOMER REQUEST button.
Should your request necessitate an accompanying attachment for completion and subsequent return, or for review please proceed to attach the required document by following the instructions below.
After a request has been created, navigate to the ASSOCIATED FILE ATTACHMENTS section and click the ADD FILE ATTACHMENT button.
To attach a file to an existing request, locate the request you wish to edit in the CUSTOMER REQUEST LIST section, and then proceed to edit the request to add the file.
Fill out the required fields and upload the file in the Upload File field. Fields highlighted in RED are mandatory.
Click the SAVE FILE ATTACHMENT button to save.
As a Full Admin user, you have the authority to assign student requests, whether they were made by students or yourself, to the relevant approver or reviewer.
Please follow the steps below for guidance:
Navigate to the Student > Student Requests menu on the side.
Search for the student request that you want to be assigned. Set your search criteria and click the SEARCH button.
Click the EDIT button against the request that you want to assign.
In the ADD CUSTOMER REQUEST ASSIGNMENT section, choose the Role Type ID for the person you wish to authorise for request approval or take action on the request made. Next, select the individual and proceed by clicking the ADD ROLE button.
NOTE:
You can only change the Request Manager Role Type Id. The names visible in the Request Manager Role Type Id dropdown correspond to the contacts associated with the roles configured in the Edit Customer Request Category screen.
Request Manager - The person who manages the request and has access to it.
Request Taker - The user who wrote down/recorded/initiated or created the request
Requesting Party - It will default to the student record where the request is created
The request will now appear on the assigned person's Dashboard, enabling them to review and set the status as needed.
To add in the CUSTOMER REQUEST ASSIGNMENTS LIST section the designated contacts' roles specified in the Student Requests Configuration screen, who are authorised to manage the student requests File Upload category,
Click the ADD ALL MANAGERS BY CATEGORY button under the ADD CUSTOMER REQUEST ASSIGNMENT screen.
Click the SAVE CUSTOMER REQUEST button to send the request to all managers in the list.
As the manager or reviewer of student requests, upon logging into your account, access the list of requests through your Dashboard menu. Alternatively, you can search for individual student records and review the STUDENT REQUEST LIST section under the Summary page.
Click the VIEW icon against the student request that you want to review and change the status.
Download and review the attached completed form submitted by the student.
Go to the CUSTOMER REQUEST section and look for the Status field. Change the status accordingly and click the SAVE CUSTOMER REQUEST button.
Refer to the above workflow to view the request that you want to create a response email.
With the student request loaded, go to the RELATED COMMUNICATION EVENTS section and click the CREATE RESPONSE EMAIL button.
With the communication event screen loaded, fill out the necessary fields about your response email under the COMMUNICATION DETAILS section and click the SAVE AND SEND button.
