Summary
The Student > Summary page provides a comprehensive overview of a student's information, including their personal details such as contact information, status, and photo, as well as their course and unit enrollments, reports, reviews, and requests. In addition to allowing you to view this information, the page also provides options to process the available data, such as printing, emailing, or editing.
Expand this section to learn about each section in the Student Summary screen
SHOW CLASSIC RECORDS LOADED section
When enabled, this section appears at the top of the page and contains minimal details of the currently loaded student record. The same information can be shown at any time in a popup window by hovering over the "Currently Loaded" menu.
ANNOUNCEMENTS section
Announcements can now be displayed via the Student Summary screen to logged-in users. Read more here.
TCSI VALIDATION ERRORS section
TCSI validation errors on the student summary screen are shown to prompt errors that need to be addressed. Errors are organised in a way for ease of checking areas to resolve.
STUDENT DETAILS section
Shows a summary of the identity and contact information of a student. This section also contains the Number of Notes, Reviews, and Student Files: these would indicate how many notes, reviews, and files are added to this particular student. When the number indicator is clicked, it will then display the detailed notes, reviews, or files added so far for this student. The TCSI Last Validated Status and TCSI Loan Balance are also shown in this section.
Print Enrolment Summary: Produces a printable summary of all unit and course enrolments for this student.
Email Enrolment Summary: Send the Enrolment Summary report as an email to the student's default email address.
Print CAN: Produces a single Commonwealth Assistance Notice (CAN) for the currently loaded student's details.
Email CAN: Sends the Commonwealth Assistance Notice (CAN) as an email to the student's default email address.
Preview Proforma Invoice: Preview a Pro-forma invoice or statement of fees that outlines the financial debts that will be incurred by the student in the current study period. This will give you the option to edit and verify the details before printing the invoice. Some of the fields/details that you can edit are the Unit Enrolment Status: and the Unit Enrolment Start and End Date: After doing the preview, you will then be given the option to print or email the invoice to the student.
Print Proforma Invoice: Produces a printable PDF File of the Pro-forma invoice or statement of fees that outlines the financial debts that will be incurred by the student in the current study period.
Email Fee Summary: Sends a Fee Summary report as an email to the student's default email address.
Print Confirmation of Enrolment: Produces a printable PDF File of a report that lists all unit/subject enrolments for a student for the next study period. The report is usually requested of the student by Centrelink.
Email Confirmation of Enrolment: This gives you the option to email a confirmation of enrolment report that lists all unit/subject enrolments for a student for the next study period.
Print ID Card: A printable student ID card that can be used to prove identity, as a library card and as a student transport card, depending on your state or territory rules.
Print Centrelink Letter: A letter that outlines the course that a student is enrolled in, the number of units to be undertaken, and the duration of the current study period. The letter can be customised within the Providers tab to suit the needs of your institution.
Print Attendance Summary: If Paradigm is used to track attendance, this report is a summary of a student's attendance record for sessions and classes.
Print Offer Letter: Produces an Offer Letter to print, mail, or email via the communication module. The letter can be customised within the Provider tab to suit the needs of your institution.
STUDENT IMAGE section - Adding a student photo is simple - you can either click on the 'Drop student photo to upload' menu or drag a photo into the image section, see Add Student Photos
EMERGENCY CONTACT ADDRESS DETAILS section - This section will give you easy access to the student’s emergency details. Just click the blue hyperlink and it will lead you to the student-specified emergency contact details page, see Add Student Contact Info.
COURSE ENROLMENTS section
A list of all courses associated with the student. Each row in the list contains the course start date, enrolled course code, expected end date, current enrolment status, progression status and level, the home institution, and the TCSI Last Validated Status.
Edit Course Enrolment – This will load the Course page of the Course Enrolment tab, showing all the information for that course, already loaded, see Edit a Course Enrolment record.
Edit Graduation – This will load the GRADUATION Form section where you can confirm the graduation eligibility of the student, edit and set graduation dates, and the graduation ceremony details, see Edit Graduation Details.
Academic Record – A list of all units associated with this course. Units may be edited from this page.
Academic Summary – Provides an overview of all units associated with the currently loaded course for this student, including start date, enrolment status, home institution, grade percentage, grade description, published grade, and credit points earned.
Units Edit (Financial) – This will load all the units enrolled by the student where you have the option to select an action to perform in relation to its fees or payment, this will also give you an option to quickly add course fees, add overseas health cover for international students, and a view of the student units financial summary information.
Units can be updated in bulk from here. Fields include Start date, end date, Final grade, grade description, unit fee, upfront payments, the amount paid, funding amount, HEIMS loan fee, Subsidy amount, and invoice number.
Assessments – Assessments can be tracked within Paradigm within each unit. Once the assessments have been set up within each unit grades can be entered from this section for single students or via the reports page for multiple students.
Student Session Summary – This will open a page where you can see a list of the student sessions, overall attendance, and the course enrolment attendance summary.
Print Transcript – This will provide a PDF file copy – ready for the printing of the student’s academic transcript, see Print the Student Transcript.
Student Academic Testamur – Parchments / Academic Testamur can also be printed from the system.
Print Results Slip – A report of results of units/subjects studied during the previous study period.
Print Tax Invoice – This will provide a PDF file copy – ready for the printing of the student’s tax invoice.
Course Enrolment Application – This will allow a quick enrolment application to a course, when clicked, you will be asked to select a course this student wishes to apply for.
Make Course Offer – This will allow you to email the course offer letter to the student. Once clicked, this will lead you to the Communication page where you can also send an offer letter in bulk.
Other ACTIONS Menu:
Apply Payment: Payments that have been received can be allocated to units.
Print AHEGS: The Australian Higher Education Graduation Statement (AHEGS) provides information on a student's higher education qualification, the institution at which the qualification was obtained, and the Australian higher education system in one easy-to-read document.
Save and Print AHEGS: This will print the statement and save an electronic copy in the E-file all in one go. The statements can't be altered in any way. If the statement needs to be replaced due to loss or damage it must be reprinted from the original in the e-file rather than just reproduced.
Print Confirmation of Enrolment: The Confirmation of Enrolment indicates the units / Subjects that the student is enrolled in for the next study period. These are usually provided to students for Centrelink purposes.
Print Offer Letter: This report can produce an offer letter that can be either printed for mailing or emailed via the communication module. The letter can be configured from the Provider tab to your institution's needs.
Save and Print Offer Letter: This report can produce an offer letter that can be either printed for mailing or emailed via the communication module. The letter can be configured from the Provider tab to your institution's needs. This will also save a copy into the e-file.
Print Attendance report: Attendance can be tracked within Paradigm. Once set up attendance reports can be printed to track individual students' attendance.
UNIT ENROLMENTS section
Shows a list of the 10 most recent enrolments including unit code, unit name, course code, home institution, state date, grade achieved for the unit, unit enrolment status, and the TCSI validated status.
Edit Unit Enrolment: The unit enrolment details are loaded for this student, and able to be edited, see Edit a Unit Enrolment record.
Assessment: Assessments are tracked within Paradigm within each unit. Once assessments have been set up within each unit, grades can be entered in this section for single students or via the reports page for multiple students, see Manage Results if Using Assessments.
Attendance: When attendance is being tracked within Paradigm, the scheduled unit sessions are listed here. You have the option to print the class list for the session, see Taking Attendance Workflows.
COURSE ENROLMENT ATTENDANCE SUMMARY section
If attendance is being tracked within Paradigm, this report is a summary report of the student's attendance record for sessions and classes for this unit, see Taking Attendance Workflows.
This section will only be shown if the field Show Attendance for Course on Student Summary in the Base Course record is set to YES.
STUDENT ADVISOR REPORTS section
Lists any Student Advisor Reports for this student. The lists would include the date the report has been added, the name of the Advisor who made the report, and the Enrolled Course that the report is under, see Advisor Reports.
STUDENT REVIEWS section
Lists the 5 most recent Student Reviews, showing the review date, reviewer name, and the enrolled course, and provides the ability to add a new Student Review to the student record.
The review details can include the purpose of the review, its outcomes, supporting notes of the review, member names of those in the review committee, and the agreed strategies to be implemented, see Student Reviews.
STUDENT REQUEST LIST section
Show a list of all requests made by this student. You can also filter the request type, status [Accepted, Reviewed, Rejected, etc.], request priority, response due date, and the customer or student name who made the request.
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