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Contents
Introduction 0
DesktopShortcutSetup 1
LoggingintotheCRM 3
Navigation 5
GeneralUserTips 8
PickinganApplicationfromaQueue 9
OpeninganApplication 13
CheckStatus 14
Qualifications 15
Viewing&CheckingQualifications(Academic&Professional) 15
Viewing&CheckingQualifications(EnglishLanguage) 20
QualificationHolds 24
ApplicationoftheQualificationHold 24
RemovingtheQualificationHold 26
AcademicProgression/CAS/Visas 27
AcademicEvidence-QualificationChecking 28
EnglishLanguage-QualificationChecking 32
AcademicProgression 35
SupportingInformation 40
Viewing&CheckingtheSupportingStatement 40
InvitingStafftoViewandCheckDocuments 44
EmailingaLink 44
PostsActivities&Notes 46
Tasks 46
Posts 50
Notes 51
DashboardsandViews 52
Introduction 52
CreatingandSavingPersonalViews 54
AmendingandSavingaSystemViewasaPersonalView 54
Adding/RemovingColumns 55
SettingQueryFieldsandValues 59
AddingFieldstoaQuery 61
CreatingaPersonalViewfromScratch 61
TestingtheQuery 62
DeletingFieldsfromaQuery 63
LocatingPersonalViews 65
FilteringViews 66
SavingFilteredViews 67
SharingaPersonalView 68
CreatingDashboards 72
EditingaDashboard 76
SharingDashboards 78
References 79
Viewing&CheckingReferences 79
RequestingaReference 84
RefereeResponsesReceivedintheCRM 89
DocumentManagement 91
HowitWorks 91
CreatingaNewDocumentManagementRecord 92
LinkingaDocumenttotheRelevantSectionofanApplication 96
ImportingaDocumentintotheCRM 98
RequestingInformationfromApplicants 99
RFIRequestTypes 99
CreatingaNewRequestforInformation 101
RFIFormsandTemplates–CRM/PortalInteraction 107
ApplicantResponsetoaRequestforInformation 121
ViewingandCheckingtheApplicantResponse 122
SelectStatus 125
WorkExperience 125
Viewing&CheckingWorkExperience 125
Interviews 131
Settingupaninterview 131
CreatinganInterview 131
InvitingApplicantstoaninterview/event 135
ApplicantsInvitedtoInterview–DisabilityDeclared 138
Scoring 139
Sifting 140
UnsuccessfulApplications 142
Changingan‘Unsuccessful’DecisiontoanOffer 144
Decide 146
ConfirmationofCourseFee 147
UnconditionalOffer 148
LoggingaDecision 148
GeneratingtheOffer 149
ConditionalOffer 151
CreatingaCondition 152
LoggingaDecision 156
MeetingConditions 158
Exceptions 162
AddinganException 162
AlternativeCourseProcess 164
CommunicatingwiththeApplicant 164
DeferralRequest 165
OfferinganAlternativeCourse 165
ReleasinganApplicationBacktoaQueue 169
DisabilityDeclaration–Responsibilities 171
AwaitResponse 172
StoppinganApplication 173
ApplicantWithdrawal 173
ApplicantDeath 174
Otherchecks 175
ApplicantDeath–Responsibilities 176
ManageResponse 177
FeeAssessmentProcess 178
Context&Navigation 178
FeeAssessmentProcess–Responsibilities 179
LoggingFeeAssessmentDetails 180
UpdatingtheFeeStatus 181
EmailingtheApplicant 184
UpdatingtheOfferLetter 187
CRMTerms 188
Introduction
WelcometotheTaughtPostgraduateAdmissionsCRMUserGuide(v.3).
Newtothisversion:
AlternativeCourseProcess
DisabilityDeclaration-ResponsibilitiesFeeAssessmentProcess
PostsActivities&NotesStoppingApplications
Revised:
DashboardsandViewsDocumentManagementInterviews
MeetingConditionsTasks
Weviewthisdocumentasorganic,thatitwillgrowanddevelopwithouruseottheCRM.Therefore,wewelcomeconstructivefeedbackandsuggestionsfordetailstobeincludedinfutureversionsfromallusersoftheCRM.
SectionswillcontinuetobeaddedtothisdocumentaswetrainourSuperUsersinadditionalprocesses.AlluserswillhaveaccesstothemostuptodatetrainingdocumentationviatheSESwebsite:
www.leeds.ac.uk/ses
TheSESProgrammeTeam
PAGE
179
DesktopShortcutSetup
ThefollowinginstructionsaretosupportyouinaccessingthenewCRMPGTAdmissionssystemforthefirsttime,andprovideyouwithstepstosavethelinkonyourdesktopsoyoucanaccesstheCRMPGTAdmissionsSystematyourease.
Copythefollowinglinkbyrightclickingonthelinkandselecting’CopyHyperlink’:
https://crm.leeds.ac.uk
RightclickontoyourdesktopandselectNewfollowedbyShortcut:
MoveyourpointerovertheTypethelocationoftheitem:field,thenrightclickfollowedbyselectingPaste:
ThefollowingscreenwillappearwiththeURLforthenewCRMPGTAdmissionssystem:
ClickNext
IntheTypeanameforthisshortcutfieldchooseanamefortheshortcut(e.g.CRMPGTAdmissions):
ClickFinishandthelinkwillappearonyourdesktop.
RememberyoucanalsosavetheCRMPGTAdmissionssystemasa‘bookmark’onyourInternetBrowser(e.g.InternetExplorer,GoogleChrome).
LoggingintotheCRM
https://crm.leeds.ac.uk
TologintoCRMyouwillneedtouseyourUniversitylogin(username@leeds.ac.uk)andpassword.
TheCRMwillopenattheWelcomepage.Close‘Firstthingsfirst’.
Onceopen,theCRMdisplaystheDASHBOARDSpage.
Navigation
ThissectioncontainsgeneraldirectionsfornavigatingtheCRM.
MicrosoftDynamicsCRMNavigationBar
ThisbluebarshowsuserswheretheyareintheCRM,workingfromlefttorightdrillingdownintothevarioussections.
HoveringoverthearrownexttotheMicrosoftDynamicsCRMlogorevealsthefollowingtabs.Whattheuserseesherewilldependontheirpermissions.
ThetabsmostrelevanttoAdmissionsstaffwillbeDASHBOARDS,ADMISSIONSand
ENQUIRIES.
DashboardsTab
DASHBOARDS–ProvideanoverviewofstatisticalinformationwithintheCRM,suchasapplicationsreceived,offersmade,etc.ViewscanbefilteredbyFaculty,Programmeetc.toobtainrequiredinformation.
REPORTS–TheUniversityarecreatingasetofstandardmanagementreportswhichwillbecomeavailableovertime.
AdmissionsTab
CONTACTS-NavigatestotheContactscreen.Containspersonaldatasetupbytheagents,prospectiveapplicantsandapplicantsviatheApplicantPortal.
ORGANISATIONS-DetailsofOrganisationssetupinCRM
QUEUES-ApplicationsareallocatedtoaqueuedependantontheparentFacultyandSchoolresponsiblefortheprogramme.Usersmaypickoneormoreapplicationstoworkonfromthisscreen.
APPLICATIONS-AselectionofSystemViewswhichallowtheusertoviewlistsofapplicationsatvariousdifferentstages,e.g.Applications–New,Interview–Attended,MyApplications–Decisions.Informationinthisareacanalsobefiltered.
HoveringoverthearrownexttoApplicationsonthenavigationbarrevealsapplicationsrecentlyworkedonbytheuser.ThisfunctionremainseveniftheuserlogsoutoftheCRMandlogsbackinagain.
APPLICANTOFFERS–FurtherSystemViews,informationonApplicantoffers,includingActiveApplicantOffers,InactiveApplicantOffersetc.
REQUESTFORINFORMATION–SystemViewswhichcanbefilteredtoshowRequestsforInformationandtheirstatus.SelectviewrequiredfromtheSystemviewsbox,andrefinebyselectingfromtheDueDatedropdownbox.ThisfunctionalitycanbeusedtomonitoranyoutstandingRFIs.
INTERVIEWS-createascheduleandinvitesingleormultipleapplicantstointerviewsorotherevents.DisplaysalleventscreatedandcanbefilteredusingtheSystemviewtodisplayonlytheeventscreatedbytheuser–MyActiveInterviews.
EnquiriesTab
CONTACTS-NavigatestotheContactscreen.Containspersonaldatasetupbytheagents,prospectiveapplicantsandapplicantsviatheApplicantPortal.
QUEUES-EnquiriesareallocatedtoaqueuedependantontheparentFacultyandSchoolresponsiblefortheprogramme.Usersmaypickoneormoreenquirytoworkonfromthisscreen.
StatusBar
Showsthestageoftheapplicationinthedecisionmakingprocess.Theblueflagindicatesthecurrentstageoftheapplication.
Theusercanclickintothevariousdifferentstagestocheckbackandforthwithoutmovingtheflag.Howeverallsectionsofthestagemustbecompletedbeforetheflagcanmovetothenextstage.
ProceedalongbyusingtheNextStagearrowsonthefarrightofthescreen.
GeneralUserTips
ThisisalistofgeneralusertipswhichcanbeusedinallareasoftheCRM.Itisintendedthatwithfurtheruseofthesystemthatwewillbuildalibraryofusefultips.PleasefeelfreetoshareanynewusertipswiththeSESProgrammeTeamsotheymaybeincludedinfutureeditionsofthisdocument.
USERTIP:IfyouholddownCtrlonthekeyboardandscrollthemousewheelitzoomsinandoutandchangesthetextsize.Therearefewthingsyouhavetobearinmind,thatyoumayhavetousethescrollbarsalotmore,includingleftandright,butitcouldhelpthosewhoarestrugglingwiththeblack/whitecontrastandeyestrain.
USERTIP:Unsavedchangesareindicatedinthebottomrighthandcornerofthescreen.
WhentheSAVEbuttonisclicked,thesavestatusupdates.
UserscanclickthediskiconinthebottomrightcornertoSAVEaswellastheSAVEbuttonatthetopofthepage.
USERTIP:Usethebackarrowtoreturntopreviousscreen.Savethescreenbeforedoingthis.
USERTIP:WhenintheAPPLICATION:STUDENTAPPLICATIONscreen,useSAVEtosaveanychanges.Insubscreens,generallySAVE&CLOSEshouldbeusedtoreturntotheAPPLICATION:STUDENTAPPLICATIONscreen.
WARNING:UsingSAVE&CLOSEintheAPPLICATION:STUDENTAPPLICATIONscreenwill
taketheuseroutoftheapplicationtheyareworkingon.
PickinganApplicationfromaQueue
OntheblueMicrosoftDynamicsCRMnavigationbaratthetopofthescreen,hoveroverthedownwardspointingarrowandclickADMISSIONSthedropdownmenu.
ThiswilltakeyoutotheAdmissionspage.
HoveroverthedownwardspointingarrownexttoADMISSIONSonthebluenavigationbarandclickQUEUES.
ThiswillopentheQueuespage.
OntheQueuespage,fromtheSystemViewsdropdownmenu,selectApplicationsAvailabletoWorkOn.
FromtheQUEUESmenu,selecttheappropriateQueue
Highlighttherowdisplayingyourapplicant’snewapplication.
Topicktherecord,clickthePICKicon.
ThePickwindowwillappear.
WARNING:UsersshouldnotticktheboxtoremovetheitemfromtheQueue.
ClickPick.
Theitemisnowpicked.
NOTE:Pickinganitemdoesnotremovetheitemfromthequeue.Itcanstillbeworkedonbyothersbutitdoesshowwhoiscurrentlyworkingontheitem.Thismaybeusefulinofficeswithmultipleadmissionsstaffworkingonthesamesuiteofcourses.
SelectItemsIamworkingonfromtheSystemsViewmenu.
TheuserwillnowseeapplicationstheyhavepickedfromtheQueue.
OpeninganApplication
InItemsIamworkingonclicktheTitlefieldofyourapplicant’sapplicationtoopentheApplicationrecord.
TheAPPLICATION:STUDENTAPPLICATIONscreenwillopenanddisplaytheApplicationSummary.
CheckStatus
Inthissectionthefollowingelementsoftheapplicationareviewedandchecked:
AcademicQualificationsEnglishLanguageQualificationsSupportingStatementReferences
NOTE:IfthefeestatusoftheapplicantdisplaysasOverseasintheApplicationSummary,usersshouldalsorefertothesectiononAcademicProgression\CAS\Visas(page
27
)asfurthercheckswillberequired.
Qualifications
Viewing&CheckingQualifications(Academic&Professional)
ExpandtheQualificationstab.NavigatetotheQUALIFICATIONS(ACADEMIC&PROFESSIONAL)heading.
NOTE:SomecoursesrequiresubmissionofProfessionalQualifications.ThedefaultviewisforAcademicQualifications.ToviewProfessionalQualifications(e.g.ABRSMMusicQualifications)clickthedownwardsfacingarrownexttotheSystemViewheading.
Toopenthequalification,clickontheTitlefield.
ThiswillopentheAPPLICANTQUALIFICATION:MAINscreen.
TheAPPLICANTQUALIFICATION:MAINscreendisplaysalltherelevantqualificationdetailsandanyassociateddocumentation.
ScrolldowntotheDocumentstab.
ClicktheDocumentNameofthedocumentyouwishtoopen.
ThiswilltakeyoutotheDOCUMENTMANAGEMENT:MAINscreen.
Atthetopofthescreen,hoveroverthedownwardpointingarrowtotherightofthedocumentnameontheblueMicrosoftCRMDynamicsmenu.Fromthedropdownmenu,selectDOCUMENTS.
ThiswillrevealtheDocumentLocationonSharePoint(stillinDOCUMENTMANAGEMENT:MAIN).Onthegrid,clickOpenSharePoint.
ThiswilltakeyoutothedocumentonSharePoint.
ClickontheNameofthedocumenttoopenitinSharePoint.
Viewthedocumentanddecidewhetheritmeetsrequirements.
ClosethedocumentandreturntotheDOCUMENTMANAGEMENT:MAINscreen.
EnteranyrelevantnotesintheNOTESsectionandcompletethe**Checking**section.
TicktoconfirmthedocumentisvalidandselecttheValidatedDocumentTypefromthedropdownmenu.
ClickSAVE&CLOSE.
ThisreturnstotheAPPLICANTQUALIFICATION:MAINscreen.Scrolldownandcompletethe**Checking**section.
ClickSAVE&CLOSE.
ThisreturnstotheAPPLICATION:STUDENTAPPLICATIONscreen.Completethe**Checking**section.
ClickSAVE.
Viewing&CheckingQualifications(EnglishLanguage)
ExpandtheQualificationstab.
ScrolldowntotheQUALIFICATIONS(ENGLISHLANGUAGE)section.DoubleclickontherowintheEnglishLanguageQualificationsgrid.
ThisopenstheAPPLICANTQUALIFICATION:MAINscreen.
ScrolldownthepagetotheDocumentstabandclickontheDocumentNameinthegrid.
ThiswilltakeyoutotheDOCUMENTMANAGEMENT:MAINscreen.
Atthetopofthescreen,hoveroverthedownwardpointingarrowtotherightofthedocumentnameontheblueCRMDynamicslocationbar.
Fromthedropdownmenu,selectDOCUMENTS.ThiswillrevealthedocumentlocationonSharePoint.
Onthegrid,clickOpenSharePoint.
ThiswilltakeyoutothedocumentonSharePoint.
ClickontheNameofthedocumenttoopenitinSharePoint.
Checkthedocumentmeetsrequirements.
ClosethedocumentandreturntotheDOCUMENTMANAGEMENT:MAINscreen.EnteranyrelevantnotesintheNOTESsectionandcompletethe**Checking**section.
TicktoconfirmthedocumentisvalidandselecttheValidatedDocumentTypefromthedropdownmenu.
ClickSAVE&CLOSE.
ReturntotheQualificationstabintheAPPLICATION:STUDENTAPPLICATIONscreen.IntheQUALIFICATIONS(ENGLISHLANGUAGE)completethe**checking**section.
ClickSAVE.
MinimisetheQualificationstab.
QualificationHolds
TheQualificationHOLDfieldsappearintheQualificationssectionoftheapplication.TheQualificationHoldisthemechanismintheCRMwhichpreventsanapplicantfromregisteringuntiltheoriginalacademicdocuments(notEnglishlanguage)havebeenseenandratifiedbyamemberoftheadmissionsteam.
NOTENCUKapplicantsdonotrequireaHOLDfortheiroriginalacademicdocumentsastheUniversityhasagreedthattheNCUKCentreshaveresponsibilityforcheckingthese
ItconsistsofHoldTypeandHoldReasonfieldswhichpopulateautomaticallyvialogicsetbehindotherfieldswithintheapplication,i.e.the**Checking**sectionsintheActiveApplicantQualification(Academic&Professional)record(APPLICANTQUALIFICATION:MAIN)incombinationwiththeQUALIFICATIONS(ACADEMIC&PROFESSIONAL)section.
NOTE:Both**Checking**sectionsneedtobecompletedappropriatelyfortheHOLDfieldstopopulate.
ApplicationoftheQualificationHold
TheHOLDfieldswillpopulatewhentheAPPLICANTQUALIFICATION:MAINscreen
**Checking**fieldsarecompletedasfollows:
DecisionBasedOn=Yes
OriginalDocumentationSeen?=No
CheckStatusiseitherCheckedandAccepted,orConditionofOffer.
AND
TheQUALIFICATIONS(ACADEMIC&PROFESSIONAL)**Checking**section.EnterappropriateinformationinAcademicQualificationCheckandHighestQualificationonEntry.:
Again,theselectionofCheckedandAcceptedorConditionofOfferwilltriggerahold.
ScrolldownandchecktheHOLDsection.Thefollowingfieldsshouldbepopulated:
HoldTypewhichwillalwaysbeQualificationHoldand
HoldReasonwhichwillgivedetailsoftheacademicqualification.
WARNING:Pleasecheckcarefullytoensuretheholdiscompleted.Ifitisn’t,gobackandmakesureboth**Checking**sectionshavebeencompletedproperly.
RemovingtheQualificationHold
Whentheoriginaldocumentshavebeenpresentedandratifiedusersshouldupdate
OriginalDocumentationSeen?toYeswhichwillremovetheQualificationHold.
NOTEIfanapplicanthasappliedformorethanoneprogrammeforthesameterm(e.g.201819)thenallrecordswillneedcheckingtoensuretheQualificationHoldisupdatedonallrecords,regardlessofthestatus,i.e.stopped,declined,etc.
ForguidancerefertotheGuidetoTaughtPostgraduateOfferMaking‘Guidetocheckingfinalcertificatesandtranscripts’.
AcademicProgression/CAS/Visas
MostinternationalapplicantswillneedaTier4(General)StudentVisatostudyintheUK.
ThroughouttheapplicationprocesstherewillbeelementsthatarerequiredforCAS/Visapurposes.ItisvitallyimportantthatthisinformationispresentedinthecorrectformattocreateanaccurateCAS.
Thethreepiecesofinformationthatarerequiredforthisprocessare:
TheAcademicEvidenceusedtomaketheoffer
TheEnglishEvidenceusedtomaketheoffer
Academicprogression–detailsofanypreviousstudyintheUKunderaTier4(General)StudentVisa(orequivalent).
PLEASENOTE:IfanapplicantdoesnotrequireaCAS
IfanapplicantprovidesevidencethattheydonotrequireaTier4visafortheirstudies,forexampleprovidingadependentvisathatcoversthedurationoftheprogramme,thenthe‘CASRequired’fieldshouldbesetto‘No’andthe‘Notes’fieldpopulatedwiththereasontheCASisnotrequired.These‘Notes’willbeusedforbothUniversityandUKVIauditpurposes,soitisvitalthatthisinformationisrecorded:
AcademicEvidence-QualificationChecking
IftheapplicanthasstudiedintheUKunderaTier4(General)StudentVisa
IntheQualificationstabscrolldowntoQUALIFICATIONS(ACADEMIC&PROFESSIONAL)
OpenthedocumentandconfirmthatitIsValidandenterValidatedDocumentTypeasappropriate.
ClickSAVE&CLOSE.
IntheAPPLICANTQUALIFICATION:MAINscreen,scrolldowntotheSummary
**CHECKING**sectionandcompleteCheckStatus,DecisionBasedOn,andOriginalDocumentationSeen?fields.
ScrollfurtherdowntoAcademic/ProfessionalandcompletetheAcademicEvidenceUsedforCAS,QualificationusedforAcademicProgression,andAcademicLevelfields.IntheDATESsection,youmayberequiredtoaddanEndDateusethesamedateasExpectedResultDate.
ClickSAVE&CLOSE.
OpentheQualificationstabandscrolldowntotheQUALIFICATIONS(ACADEMIC&PROFESSIONAL)**Checking**section.EnterappropriateinformationinAcademicQualificationCheckandHighestQualificationonEntry.
ClickSAVE.
IftheapplicanthasNOTstudiedintheUKunderaTier4(General)StudentVisa
Followstepsa.toc.
ScrollfurtherdowntoAcademic/ProfessionalandcompletetheAcademicEvidenceUsedforCASfieldonly.
ClickSAVE&CLOSE.
OpentheQualificationstabandscrolldowntotheQUALIFICATIONS(ACADEMIC&PROFESSIONAL)**Checking**section.EnterappropriateinformationinAcademicQualificationCheckandHighestQualificationonEntry.
ClickSAVE.USERTIP:
DetailsoftheAcademicLevelcodesareavailableontheSESwebsite
www.leeds.ac.uk/ses
TheinformationheldinAcademicEvidenceisderivedfromtheinformationprovidedinTitleandLevel.ThismayresultinaduplicationegBachelorsBScTextiles–
UniversityofManchester.Delete‘Bachelors’.
EnglishLanguage-QualificationChecking
IntheQualificationstabscrolldowntoQUALIFICATIONS(ENGLISHLANGUAGE)
Openthedocumentandconfirmthatitisvalid
Usingtrainingscenario2asanexample-InEnglishLanguageEvidenceUsedforUKVI,selectYes.
LeavetheQualificationusedforAcademicProgressionboxblank.
InEnglishLanguageCheckStatusselectHigherEducationInstitute(HEI)hasmadeassessmentfromthedropdownmenu.
ClickSAVE.
USERTIP:HowtocompleteEnglishlanguagefieldsrelatingtotheCAS
Field
Howtopopulate
Why?
EnglishLanguageEvidenceUsedforUKVI
Yes/No
ThisfieldpopulatestheCASrecordwiththeEnglishlanguageevidenceacceptedforentryontotheprogramme.
Note:thisfieldmustbeyesononeEnglishlanguagerecordinorderfortheCASrecordto
automaticallypopulate.
QualificationusedforAcademicProgression
Tick/Leaveblank
ThisfieldshouldbetickediftheapplicanthaspreviouslystudiedintheUKonaTier4(General)StudentVisa.
EnglishLanguageCheckStatus
CoursebelowNQFlevel6(LanguageCentreonly)
HigherEducationInstitute(HEI)hasmadeanassessment
ApplicantfrommajorityEnglishspeakingcountry
ApplicantholdsdegreefrommajorityEnglishspeakingcountry
Conditionofoffer
ThisisafieldthatneedstobepopulatedaspartoftheCASdata.
PleasevisittheHowtorecordEnglishLanguagecorrectlypageintheAdmissionssectionoftheSESwebsite.
Scrolluptothe**Checking**sectionandcomplete
Note:InmostinstancesOriginalDocumentationSeen?willbeNoandwillgenerateaQualHold,however,IELTSdocumentscanbecheckedonlineandpresentationoftheoriginalsisnotrequired.
ClickSAVE&CLOSE.
IntheQualificationstabscrolldowntoQUALIFICATIONS(ENGLISHLANGUAGE).
Inthe**Checking**sectioncompleteEnglishLanguageCheckandleaveAcademicProgressionCheckblank(seeAcademicProgressionsectionforguidanceofwhenthisshouldbecompleted).
ClickSAVE&CLOSE.
AcademicProgression
ScrolldownandopentheCAS/VISAtab.ScrollfurtherdowntoAcademicProgressionandclickonthemagnifyingglass.CreateaNewAcademicProgressionrecord.
TheAPPLICANTACADEMICPROGRESSION:INFORMATIONscreenwillopen.
Forscenario3completeasfollows:
Tier4Visa=Yes;VisaType-autopopulatesTier4;CumulativeDuration-leaveblank;HasExceededtimeallowedforstudy=No;HighestPreviousQualification=NQF–6;CourseAppliedforis–Ahigherlevelthanpreviousstudy;ProgressionReason–leaveblank
Pleasenote:The‘Notes’sectionshouldbeusedtorecordanyadditionalinformationrelatingdirectlytotheacademicprogressionbeingcreatedthatwerequireforUKVIauditpurposesorwhenweassignaCAS–thisshouldonlybepopulatedafterdiscussionwiththeCentralAdmissionsTeam.Forexample,ifanapplicantpreviouslyobtainedaTier4visaforstudiesatNQFlevel7andenteredtheUK,butwehaveevidencetoshowthattheynever
registeredforthisprogrammethentheywouldnotfallfoulofthe‘failedtocompletetheprogrammeforwhichtheyweresponsored’regulation,andthereforerecordingthisinformationinthisfieldwouldbevitalforbothassigninganewCAS,aswellasforauditpurposes.WewouldindicateontheCAS,viaasponsornoteintotheUKVICASsystem,thatavisawasgrantedbutthattheapplicantdidnotregisterorcommencestudies.
ClickSAVE&CLOSE.
OntheAPPLICATION:STUDENTAPPLICATIONscreenclickSAVE.
TheAcademicProgressionfieldnowshowstheAcademicProgressionrecordfortheapplicant
ClickontheAcademicProgressionrecordnametoshowrelatedinformation
TheCumulativeDurationfieldisnowpopulatedandshowsthetimetheapplicanthasstudiedintheUK(inmonths).ThiswillnotexceedthepermitteddurationsotheHasExceededtimeallowedforstudyremainsasNo.
ClickSAVE&CLOSE.
OntheAPPLICATION:STUDENTAPPLICATIONscreenopentheQualificationtab,scrolldowntothe**Checking**fieldandinAcademicProgressionCheckselectCheckedfromthedropdownmenu.
ClickSAVE.
USERTIP:HowtocompletetheAcademicProgressionrecord
Field
HowtoPopulate
Why?
Tier4Visa
Yes/No
ThisistodetailwhethertheapplicanthaspreviouslyhadaTier4visa.Byselectingyes,thisindicatesthatwehavetodeclareacademicprogression.
Iftheyconfirmedtheirpreviousstudywasonadifferentvisa,noshouldbeselectedhere.
VisaType
Tier4(auto)
Thisisthevisatypethattheapplicantpreviouslyheld.
Ifyeswasselectedinthepreviousfield,thisfieldwillautomaticallypopulatetoTier4.
Ifnowasselected,youmustselectthevisatypethattheapplicantdeclared,asthisshouldbeheldforauditpurposes(i.e.thereasonacademicprogressionisnotbeingdeclared).
CumulativeDuration
Leaveblank
Thisfieldwilllaterbeauto-populatedwiththedurationofallacademicand/orEnglishrecordsmarkedas‘requiredforacademicprogression’,bycalculatingthedurationbetweenthestartandenddatesoftheprogramme.Seelaterinstructions.
InternationalstudentsaresubjecttotimelimitsontheirdurationofstudyonaTier4Visa,andthereforewemustbeconfidentthatissuinganofferwillnottakethembeyondthepermittedtime.
Hasexceededtimeallowed
forstudy
LeavesettoNo
Lateron,ifthefieldaboveshowsadurationlongerthanispermitted,thisshouldbechangedtoyes.
Inthisscenario,thisfieldshouldremainasNo.
HighestPreviousQualification
NQF6
Thisreferstothelevelofstudythattheapplicantwaspreviouslysponsoredfor.GenerallythiswillbeNQF6.
IfanapplicanthasconfirmedthattheyweresponsoredatahigherlevelegNQF7youmustprovidejustificationforstudyatthesamelevel.
Courseappliedforis
Ahigherlevelthanpreviousstudy
Thisfieldisrequiredaswe’reonlyabletoallowprogressiontoahigherlevelprogramme,orasamelevelprogrammeunderexceptionalcircumstances.
GenerallyaMastersisahigherlevel(NQF7)thantheBachelorstheyweresponsoredtostudyforintheUK.
Progressionreason
Leaveblank
Ifwearesponsoringanapplicantforsamelevelstudy,wehavetogiveareasontojustifythis.Wehavesetprogressionjustification.Asaninstitution,wehaveanumberofstandardjustificationtextswhichcanbeused.Iftheapplicantdoesnotfallintoanyoftheoptionsavailable,youmaynotbeabletomakethemanoffer.
Inthisscenario,theapplicantisprogressingfromalowerleveltoahigherlevel,sothereisnoneedtoprovideajustificationtext.
SupportingInformation
Viewing&CheckingtheSupportingStatement
ExpandtheSupportingInformationtab.
ScrolldowntoviewtheSUPPORTINGSTATEMENTs
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