Setting Up Student Manager

Key issues to address that will greatly facilitate the implementation of Student Manager:

• User Records - create security records for each user who needs access to Student Manager.

• User Access Levels - determine what access users will have.  For instance, you may have users who will add and edit records but won’t have rights to delete r cords; others may only need to view Name record information, etc.

• Data Collection – determine the fields in Student Manager that will be enabled/disabled depending upon your data collection needs.  For instance, if you don’t assign coordinators to a course, you won’t need to enable the Course Coordinator field for your users.  In addition, Student Manager provides you with user defined fields in the main modules which can be used to collect data specific to your organization (e.g. name of spouse, membership expiration date, etc.).  These fields must be enabled and labeled before you can use them.

• Module Behavior - determine the behavior of Student Manager modules. For example, you may enable the pop up list feature in validated fields, choose to record the firm address instead of the individual’s home address, or assign invoice numbers when billing records are created.

• Defining Codes – Student Manager ships with a 'starter set' of codes for most of the main code areas (i.e. Occupation, Organization, Fee descriptions, Account codes, etc.). You may need to edit code lists to suit your own needs.

• Email Set Up - some set up is required to interface with your SMTP email server to send emails from Student Manager.

• Credit Card Interface Set Up - some set up is required to interface with your chosen Payment Service.

• Online Portal Set Up - some set up is required for the ACEweb Online Portal, including setting your logo, color scheme, and preferences. Your assigned ACEware Technician will help you with these tasks.