Student Requests: File Upload Configuration

If you use the Student Requests screen for the first time, please follow the steps below to configure the feature and ensure its proper functionality.

To activate the Requests menu as a Full Admin user, go to System > Menus Edit. If you are unfamiliar with enabling menus in Paradigm, consult the documentation here.

Additionally, you can enable the Requests menu for all Full Admin users by accessing System > Summary > Requests. For the Student Access level, locate the Students > Requests section.

Edit Customer Request: File Upload Category

The Student Requests screen serves as a dedicated platform for students to download the necessary forms, complete them, and subsequently submit them through the student portal. When utilising this feature for the first time, it is crucial to set up the File Upload category ID, ensuring seamless communication through default notification emails sent to the request manager. Additionally, it is essential to define the roles of contacts responsible for managing the requests.

The General File Upload category can be customised via the System > Edit Customer Request Category menus on the side.
Select the File Upload category and click the LOAD button.

After loading, go to the CUSTOMER REQUEST CATEGORIES section and click the EDIT icon against the General File Upload category.

NOTE:

You have the option to CREATE NEW file upload categories or make use of the existing ones by making them visible.

Configure the following sections accordingly:
- CATEGORY section
  - Visible - make sure that it's set as Visible
  - Description - edit the description of this category
  - Default Name Template - this will serve as the subject of the email to the reviewer or manager for the general file upload category
  - Text Data - this will serve as the default message for all contacts with the assigned role set in the MANAGERS section. The corresponding merge fields are provided below for your perusal. This message is automatically sent to the request managers when the student submits the required file or attachment.
- MANAGERS section
  - Manager Role Type Id - select the role type ID of the contacts you want to manage the requests. Please note that this workflow assumes the existence of contacts in designated roles, such as Request Manager, Library, and Reviewer. It is imperative to ensure that contacts assigned to these roles have their email addresses accurately added to guarantee smooth communication and functionality.

Add the Required File Attachments

The purpose of the student request screen is to facilitate the submission of necessary files pertaining to course enrolment through the student portal. The request manager can attach the specific forms or files the student must complete and submit. Refer to the steps below for guidance on adding form file attachments for the respective category.

Refer to the steps above on how to edit the General File Upload request type category.
With the category loaded, go to the ASSOCIATED FILE ATTACHMENTS section. (1) Click the Browse button to attach the file, (2) add a description, and then (3) click the UPLOAD button.