Accudemia: How do I access/activate the Referral System?
For the Updated Version of Accudemia 7.0 Click the following link:
To access the Referral System in Accudemia you simply need to do the following:
- To get started navigate to the Administration > Advanced > Referral Templates where you'll need to setup a Referral Form for each Center that would like to use this option.
- Now click the Create New button on this screen.
- At this point you'll update the General Information and Questions on the Referral Template. You can make the answers to the questions text-based, multiple choice, required and more!
- Be sure to always click the Save Changes button at the top of the page when finished editing the Referral Template form.
- Now that this has been setup you'll notice that under the Class Attendance section there will now be a Referrals option available to manage the referrals sent to each Center.
For more details on how to manage referrals themselves:
Related Articles
Accudemia: How do I create and edit referral templates?
Introduction Accudemia has a referral system that can be customized to meet different needs. For example, a referral template can be created for handling student misconduct in the same way that one can be created for rewarding excellent student ...Accudemia: How do I limit the special permissions a System User has access to, and assign them to a single Center?
Introduction A System User is a role in Accudemia that gives a user administrative controls in certain areas. It can be helpful to give tutors or instructors certain System User permissions so that they can perform their tasks more easily, but it may ...Accudemia: How can I change how Tutors are displayed as available in the Intake System?
For the Updated Version of Accudemia 7.0 Click the link below: https://desk.zoho.com/portal/engineerica/kb/articles/accudemia-7-0-how-can-i-change-how-tutors-are-displayed-as-available-in-the-intake-system How to Access: Administration > Control ...Accudemia: How do I update a Referral Template to automatically assign referrals to a specific staff member or person?
Introduction Referrals in Accudemia can be automatically sent to other staff members by adding them to a "Follow up" list. This article will explain how to update a referral template to automatically assign a new referral to a staff member or person ...Accudemia: How do I give Tutors/Advisors the ability to manage the Intake System Waiting List?
Introduction If the college uses an Intake System, students will be placed into an online waiting room when they try to join a session. Tutors and Advisors can be given the permission to manage this Intake System and allow students in from the online ...