Locations:

  • Student "Name": Student Folders page


Users with the following permissions: 

  • "Module" Documents and E-Sign Packages: View


Case:

The documents in the student profiles can be sorted only by the 5 modules: Enrollment, Education, Financial, Placement, Marketing. This structure is not very convenient because it does not correspond to the document storing structure used in the school - distributing the documents by folders.


Problem: 

How to organize the student document storing in GEGI in a more familiar way for the users. 

 

Solution: 

The structure of the documents stored in GEGI is changed.

Now the student documents are stored in the student folders. The folders may relate to one or several modules.

Note: More information about the document storing structure can be found in the following article - How to configure Student Folders and Document Types?


The document storing interface in the student profile is changed according to the new structure.

The Student "Name": Documents page is renamed to Student "Name": Student Folders. 

All documents in the Student Folders panel are now divided into subpanels with the corresponding student folders where these documents are stored.

All the columns in the Student Folders panel are replaced by only two columns: 

  • Document - the document type name, the group it is linked to, description.
  • Info- the document information:
    • Uploaded by - the date of the upload and the user who uploaded the document
    • E-Sign Status - the current status of e-sign package signing process as well as the required signatures and the history that is displayed in a pop-up message by clicking the view info link
    • E-Sign Due Date - the date the e-sign package must be signed before
    • Audit Status - the status of the document audit (Need Review, Approved, Rejected, N/A). More information about this can be found in the Documents Audit article:



More information about the document storing interface can be found in the following article - Student Folders tab in the Student Profile.


Available since GEGI v4.10.0 (view release notes)