Adding a Student Record

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For College versions of RMS :

Select the drop down arrow to the right of clients on the Upper Tool Bar and choose 'Add Client'.

Students may be added here before a reservation is made and recalled when a reservation is made. Student records form an important resource and may be accessed at any time. The Student Account provides an ability to place charges and record receipts during periods there is no reservation for the Student – it is then a simple process to transfer the student account to the reservation account.

It is important that care be taken to avoid duplication of student records as duplication leads to fragmentation and loss of a consolidated record. When entering a student it is good practice to always select the down arrow in the Surname field to display all existing records of a similar name, as well as saving work!

Student fields are mainly self explanatory.

Students may also be added or data updated when making a reservation, (again checking of existing records is strongly recommended).

Correspondence:

Records the form letters sent, correspondence received and also has a capability for notes.

Contacts Tab:

Details of people associated with the Student may be added here.

This is a list facility which cannot be used for mail merge, searches etc. Its only function is provide additional information about a client.

Banking Tab:

This tab is used in the event that you are required to Direct Debit the students account for the rental.

Associations Tab:

If you have entered relationships in the ancillary setup menu, this tab may be utilized to enter the details of clients who are associated to the student. Associations may be Brother, Mother, Father, Sister, Uncle etc. You are also able to enter multiple address for the client, transferring them to the client record as required, an example of this may be holding a semester address for a student and a holiday address.

Photo Tab:

You may attach a photo of the student to there student record. This picture must be either jpg or bmp format. Simply click on the browse button to find the saved file.

Subject Tab:

Students subject may be recorded allowing you to build class lists from the Daily Reports.

Details Tab:

Records all details on the student including Nationality, Religion, Medical records etc.

Addresses Tab:

A new feature in RMS which allows you to store multiple addresses for a single student. These addresses can be transfered from the Addresses Tab to the main client details and vice versa as required.

History Tab:

Shows a history of all reservations which have been attached to the student.

HINT: When adding a new student at the reservation screen, always check the drop down box for similar entries. Or use the Enter key after entering part of a surname – a selection of names will appear.

The CHM file was converted to HTML by chm2web software.