How to add a student to your workspace
To add a new student:
1. Click + Add Student in the top navigation bar
The Quick Add Student feature involves entering information in three short steps:
1. Entering the Student's Personal Details and Counsellor Details
2. Entering Academic Details and Study Preferences
3. Uploading some of the key student documents
Step 1: Personal Details and Counsellor Details
Personal Details
1. Student name - add the student name, best advised to add the name as per passport.
2. Nationality - it is really important to include the nationality of each student as this has an impact on course search functionality.
3. Region - select the appropriate region/province within the student's nationality country that applies to the student.
4. Current Country of Residence - select the country where the student is currently living. This can be the same as the Nationality country. If the country chosen is different to the Nationality - if the student is currently living in the country where they are studying - the student will be treated as an Onshore Student for in course search.
5. Phone - enter the student's contact number.
6. Email - when the student email has been added, an invitation to join the Student Portal will be generated when this option is switched on for premium customers.
Counsellor Details
7. Assign Student - Assign the student to a team or an individual within a team or assign to yourself. This depends on configurations /permission settings of the person adding the student.
8. Counsellor Phone No. - enter your contact number.
9. Save the student's details. You can either Save & Exit to begin counselling the student without entering any further student details or enter more information on the student profile by clicking Save & Continue.
Step 2: Academic Details
Entering the student's academic details and study preferences will tailor the initial course search results to show courses in destinations that are tailored to your student.
Past Academic
1. Highest Level of Education - this may include a course not yet completed but will be completed by the time the student begins their next study.
2. Completion Year - select the date that the student completed their highest level of education.
3. Obtained Marks - enter the student's academic results.
4. Country of Education - select the country in which the student received their academic results.
Study Preferences
5. Intended Area of Study - select the student's preferred area of study.
6. Intended Course Level - select the course level at which the student wishes to study.
7. Preferred Destination - select the country or countries where the student wishes to study. Up to three selections can be made.
8. Intake - select the intake when the student wishes to study. Select year and quarter.
9. Save the student's details. You can either Save & Exit to begin counselling the student without entering any further student details or enter more information on the student profile by clicking Save & Continue.
Step 3: Upload Documents
1. Upload a set of key documents (Academic Transcript, Passport copy, English Test Results certificate and Resume) into the platform. These documents will be found in Document Manager (the area of the platform where documents are usually uploaded) and will not need to be uploaded again.
2. Save the student's details. You can either Save & Exit or go directly to Course Search for the student by clicking Finish & Course Search.
After adding a student you will receive the following confirmation message. From the confirmation message, you can either go directly to Course Search for the student or complete further details on the student's profile.
If you have any queries about adding a student and editing their profile, please contact your Account Manager for assistance. For any technical difficulties, please contact Technical Support at technicalsupport@adventus.io