Locations:
- Student Folders: Folders Audit page
Users with the following permissions:
- Documents (other): Audit Folders (in all modules)
Case:
Users need to be sure the student folders contain all the documents they need.
Problem:
How to quickly and easily check that a student has all required documents uploaded in GEGI?
Solution:
Added the Folders Audit report to track the required student documents.
Open the report by clicking the Folders Audit menu item in the Student Folders menu tab:
The Search & Order panel in this report allows selecting which documents require to be checked for which students. E.g., you can check the presence of the Enrollment Agreement for the students in a selected group:
The Folders Audit panel will show the list of the found students and the columns with the selected documents. The data in the columns can be interpreted as follows:
- The check mark and the green highlight - the document is uploaded according to the requirements
- The cross and the red highlight - the document should be uploaded according to the requirements but it is not uploaded
- The dot - the document is not required for upload (the document is not required for the program, the document added to the exceptions - not required for the student)
Note: The report results can be downloaded by clicking the Export to CSV button below or above the Folders Audit panel:
If a document is for some reason not required for the student, it can be added to exceptions at the Student "Name": Student Folders page.
More information about other report features can be found in the following article - Folders Audit: Tracking the Required Student Documents.
Note: The document requirements configuration can be accessed using the Admin menu tab → Student Folders menu item. More information about configuring documents can be found in the following article - How to configure Student Folders and Document Types?
Available since GEGI v4.10.0 (view release notes)