Envibe: How to set up Teachers Aide in Courses
Question
How do I configure teachers aides in Courses.
Answer
Teachers’ Aides can be used in Courses to assist students in
their class. The Teachers Aide provided
by the site can be configured to be free of charge or incur a fee.
The Teachers Aide is selected during the enrolment process.
The charge for Continuous is via a Debit Type that will
include both the charge for the class and the Teachers Aide.
The charge for Fixed Term uses Upfront payment.
Follow the steps below:
1. Create Sales Item
2. Add the Sales Items to the Course Class Type
3. Add Teacher's Aide to Staff Members
4. Add Teacher Aides to Teachers
5. Enrolment workflow to add a Teacher Aide
1. Launch DATA MANAGEMENT > ITEMS
2. Add a new sales item called Teacher’s Aide.
3. Enter a zero cost, or the amount that will be
paid by the student on enrolment – for continuous or fixed term
Continuous
If the course is continuous, then the Sales Item must be
added to a Debit Type for Teachers Aide
2. Add Sales Item to Course Class Type
To add the Teachers Aide during the enrolment process, the
Sales Item for Teachers Aide must be added to the Class Type for the Course.
1. Launch COURSES > MANAGEMENT > CLASS TYPES
2. Select
the Class Type that relates to the course that Teachers Aides are
available for.
3. In RATE,
add a new rate for Teachers Aide.
4. In ITEM,
link the sales item for Teachers Aide
5. Check
Is aide for that Sales Items
3. Add Teacher Aides to Staff Members
Any new Teachers Aide must be added to Staff Members, to be
available for allocation on enrolment.
If existing Teachers can also to be allocated as
Teacher Aides, then they will not require another entry in Staff Members
1. Launch DATA MANAGEMENT > STAFF MEMBERS
2. Click New
to add the staff member/s who can be allocated for Teachers Aides.
3. Complete
the details as required
4. Add Teacher Aides to Teachers
Add
any Teacher Aides to Teachers in Courses Management
1. Launch COURSES > MANAGEMENT > TEACHERS
2. Click New
to add a new Teachers Aide.
3. Enter
a Code for that the staff member
4. Link
to the Staff Member
5. Enrolment Workflow to add a Teacher Aide
The
Teacher Aide is allocated during the enrolment process
1. Launch COURSES > COURSES DIARY
2. Start processing an enrolment as usual
3. On
the Enrolment Overview screen, if a Teacher Aide is required, click on No
Aide, to select the required Teacher's Aide on staff
4. Charges
will appear as usual to complete enrolment
Related Articles
Envibe: Reporting on enrolments with Class Aide
Question How can I report on a list of enrolments with an assigned Aide? Answer The Aide Enrolment Extract comprehensive list of all enrolments that have an aide assigned, including a summary of records at the top of the screen. 1. Launch COURSES 2. ...
Envibe: How to understand enrolment and Direct Debits in Courses
Question How can I understand charge for a direct debit on enrolment. Answer Course Enrolment Debit Schedules Within the configuration of the Debit Type, that is connected to the Course Class Type, a debit schedule has been selected. This could be ...
Envibe: How to change a price of a lesson in course enrolment
Question How can I change the price of lesson in a Course enrolment? Answer In the scenario where any adjustments need to be made for pricing information in an existing enrolment, the Change Price action can be completed from the Enrolment Overview ...
Envibe: How to set up Payment Plans for Courses
Question How do I configure Payment Plans? Answer Payment Plans are configured in Envibe to dictate how a customer will be paying for their sessions and overall enrolment. There are three options for Payment Plans: Continuous Ongoing The courses ...
Envibe: How to navigate the Courses Dairy
Question How do I use the Diary view and what do the icons denote? Answer The Courses Module opens to a Diary View as shown below. The Diary opens to the current day as default. The blue arrows in the top left are used to navigate between different ...